Organization
This section comprises information about the most important business components: employees, organization structure, customers, products, and other. Use them to record and control the completeness and the currency of the information about the organization in various areas of activity.
Companies
The company list is used to store information about all the organizations with which your company does business. You can specify the type of the company activity, set up dependencies or the type of relationship with your company. If some of your company's branches or departments are located in different regions, you can use the Locations list to specify their location.
Employees
The list of employees is used to store detailed information about the personnel of the company working in the organization under the employment contracts. With this list you can specify the work schedule of employees, create an account, configure access through roles and establish relationships with other users and user groups.
Work and Time Management
The work and time management section allows employees to write off time spent at work and create absence records. The managers can view their subordinates' records and can approve or reject their absence requests. Explore the section to learn more about the functionality of this module.
Cost Centers
Read the article to learn how to use and configure cost centers records.
Currencies
In this article, you can find information on the available "out of the box" list of currencies and ways to manage them.
Fiscal Periods
Read the article to learn how to create and manage fiscal periods.
Demands
Learn how to perform tasks related to demand registration and demand management in a company.
Purchases
Learn how to track and manage your company's purchases, and associate them with created demands.
Budgets
Familiarize yourself with the platform tools that allow to plan and manage the company's budget.