Operations documentation

Finance, invoicing, payroll, HR, leave, time and attendance, recruitment, equity, safety, passwords, e-signature, workflows and documents. Every capability, where it lives in Automo and how to use it.

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Finance, invoicing, payroll, HR, leave, time and attendance, recruitment, equity, safety, passwords, e-signature, workflows and documents.

151 entries. Each one says what it does, where it lives in Automo, how to use it, and what it needs. Sign in at automo.ai to try any of them; the Free plan needs no credit card.

Capabilities (94)
Tools inside the editors and the PDF suite (7)
Where things are in the menus (50)

Capabilities

What you can do, product by product.

Finance dashboard

Cash position, revenue, spend and what needs attention, in one view.

Where: Finance → Dashboard
How: Open Finance.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: money, cash flow, financial overview

Invoicing

Raise invoices, send them as a public link, chase them, and get paid.

Where: Finance → Invoicing
How: Open Finance → Invoicing and create an invoice.
Opens at: /ops/invoicing in your workspace
Apps: available when one of these apps is on: invoicing
Who can use it: Finance admins
Replaces: QuickBooks
Also known as: send an invoice, bill a customer, get paid, overdue

Open Finance → Invoicing and create an invoice.
Pick the customer and add line items from your products catalogue.
Set tax, currency and due date.
Send it, the customer gets a public invoice link.
Track paid / overdue status and send reminders from the same list.

Purchases and expenses

Track what you spend, with purchase records, receipts and approvals.

Where: Finance → Purchases
How: Open Finance → Purchases and record a purchase.
Opens at: /ops/purchases in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: expenses, spend, receipts, supplier bills

Budgeting

Set budgets and watch actuals against them as the period runs.

Where: Finance → Budgeting
How: Open Finance → Budgeting and create a budget.
Opens at: /ops/budgeting in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: budget, forecast spend, variance

Headcount planning

Plan hires and exits by department, role, start quarter and annual cost per head, with approvals, totals and the budget impact by department.

Where: Finance → Budgeting → Headcount Planning
How: Open Finance → Budgeting and open the Headcount Planning tab.
Opens at: /ops/budgeting in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: headcount plan, hiring plan, workforce planning, planned hires, new hires

Accounting ledger

Double-entry general ledger with journal entries behind everything the platform posts.

Where: Finance → Accounting
How: Open Finance → Accounting to review or post journals.
Opens at: /ops/accounting in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: general ledger, journals, chart of accounts, double entry

Finance inbox

Incoming bills and finance documents land here to be read, matched and posted, with AI extraction.

Where: Finance → Finance Inbox
How: Open Finance → Finance Inbox and process the queue.
Opens at: /ops/finance/inbox in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: bills inbox, ap inbox, supplier invoices

Finance model

Scenario modelling on top of your real numbers, so “what if we hire two more” has an answer.

Where: Finance → Finance Model
How: Open Finance → Finance Model and build a scenario.
Opens at: /ops/finance/model in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: scenario, what if, planning, runway

Finance approvals

Spending and payment approvals routed to the right approver, including approvers who aren’t finance admins.

Where: Finance → Approvals
How: Open Finance → Approvals to approve or reject what’s waiting.
Opens at: /ops/finance/approvals in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Designated approvers
Also known as: approve spend, authorise payment, sign off

Fixed assets

An asset register with depreciation, so equipment stays on the books correctly.

Where: Finance → Fixed Assets
How: Open Finance → Fixed Assets and register an asset.
Opens at: /ops/fixed-assets in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Replaces: NetSuite
Also known as: depreciation, equipment register, capex

Xero and QuickBooks sync

Connect your accounting package so invoices and ledger entries flow instead of being retyped.

Where: Finance → settings → Integrations
How: Connect Xero or QuickBooks from finance settings.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
You also need: A Xero or QuickBooks account
Also known as: xero, quickbooks, accounting integration

Products and services (finance)

The priced items invoices and quotes draw from, with tax treatment.

Where: Finance → Products & Services
How: Open Finance → Products & Services.
Opens at: /finance/products in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: price list, items, sku

Payroll

Run payroll end to end, regular, bonus, correction, termination and off-cycle runs, with a gross-to-net engine that handles YTD caps, overtime and employer costs.

Where: Finance → Payroll
How: Open Finance → Payroll, create a pay run, review gross-to-net, get it approved, then post it.
Opens at: /ops/payroll in your workspace
Apps: available when one of these apps is on: payroll
Who can use it: Owner, admin or HR/payroll admin
Replaces: Gusto
Also known as: pay staff, salary, wages, pay run, payslip

Open Finance → Payroll and start a pay run (regular, bonus, correction, termination or off-cycle).
Check employees, hours and deductions pulled in from HR and Time & Attendance.
Review gross-to-net, including tax, statutory contributions and employer costs.
Send it through the approval workflow (maker-checker).
Post the run, payslips are generated and the ledger entries are created.

Multi-country payroll tax engine

Statutory rules for the US, UK, AU, SG, MY, CA, DE, IN, ZA and NZ, PAYE, NI, CPF, Super, FICA and the rest.

Where: Finance → Payroll → settings
How: Set the entity’s country and the statutory rules follow.
Opens at: /ops/payroll in your workspace
Apps: available when one of these apps is on: payroll
Who can use it: Payroll admins
Replaces: Gusto (US only)
Also known as: paye, superannuation, cpf, tax rules, international payroll

Branded payslips and year-end documents

Payslips in your own branding, plus year-end documents like W-2, P60 and 1099.

Where: Finance → Payroll → documents (members see them in My Pay)
How: Generate from the pay run, or download from the member’s pay page.
Opens at: /ops/payroll in your workspace
Apps: available when one of these apps is on: payroll
Also known as: payslip, p60, w2, 1099, pay statement

Contractor payments

Pay contractors from their invoices alongside employee payroll.

Where: Finance → Payroll → Contractors
How: Add the contractor, then pay against their invoice.
Opens at: /ops/payroll in your workspace
Apps: available when one of these apps is on: payroll
Who can use it: Payroll admins
Replaces: Deel
Also known as: pay a freelancer, contractor invoice, 1099 contractor

Cap table, options and ESOPs

Share classes, ownership, option grants and vesting, plus a self-service view so employees can see their own equity.

Where: Finance → ESOPs (members: Home → My Pay → Equity)
How: Open Finance → ESOPs to manage grants and vesting.
Opens at: /finance/esops in your workspace
Apps: available when one of these apps is on: equity
Who can use it: Admins manage; members see their own
Replaces: Carta, Pulley
Also known as: cap table, stock options, vesting, shares, equity, esop, pulley, carta

Employee directory and org chart

Who works here, across entities, with a drag-to-reorganise org chart you can export.

Where: HR → Dashboard
How: Open HR to browse people, headcount and the org chart.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins
Replaces: BambooHR
Also known as: staff list, org chart, reporting lines, headcount

Leave and time off

Entitlements, accruals, carry-over, holidays and approvals, with warnings when too many teammates are off at once.

Where: HR → Leave (members request from Home → My Time)
How: Open HR → Leave to set policies and approve requests.
Opens at: /hr/leave in your workspace
Apps: available when one of these apps is on: leave
Who can use it: HR admins approve; members request
Replaces: BambooHR
Also known as: holiday, pto, vacation, book time off, sick leave

Time and attendance

The hours people actually worked: timesheets, geo-verified clock-in, a shared-device kiosk mode, overtime rules and approvals. Planning who is scheduled is HR → Scheduling.

Where: HR → Time & Attendance
How: Open HR → Time & Attendance to set rules and approve timesheets.
Opens at: /hr/time in your workspace
Apps: available when one of these apps is on: time-attendance
Who can use it: HR admins
Replaces: Deputy
Also known as: clock in, timesheet, hours worked, overtime, kiosk

Staff Scheduling & Rostering

Build weekly rosters in minutes with industry shift templates, coverage and shift swaps, linked to time tracking, leave and payroll.

Where: HR → Scheduling → Roster Builder (retail: Retail → Roster)
How: Open the roster, place shifts, then publish to staff.
Opens at: /ops/workforce in your workspace
Apps: available when one of these apps is on: hr, epos
Who can use it: Managers
Replaces: Deputy
Also known as: roster, rota, shift schedule, swap shift, staff scheduling

Recruitment and ATS

A candidate pipeline with AI job ads, resume screening, proctored assessments, scorecards, offers and one-click conversion to an employee.

Where: HR → Recruitment
How: Open HR → Recruitment, post a role, then move candidates through the pipeline.
Opens at: /hr/recruitment in your workspace
Apps: available when one of these apps is on: recruitment
Who can use it: HR admins
Replaces: Greenhouse
Also known as: hiring, candidates, job ad, interview, careers page

Open HR → Recruitment and create a role (AI can draft the job ad on-brand).
Publish to the careers page and syndicate to job boards.
Let AI screen incoming resumes against the role.
Run assessments and interviews, scoring against a weighted scorecard.
Send an offer for e-signature; on acceptance, convert the candidate into an employee with onboarding started.

Onboarding and offboarding journeys

Task-driven journeys for joining and leaving, including a pre-boarding portal and IT provisioning/deprovisioning.

Where: HR → Lifecycle
How: Open HR → Lifecycle and assign a journey to a person.
Opens at: /hr/lifecycle in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins
Replaces: Rippling
Also known as: onboarding, offboarding, new starter, leaver, provisioning

Performance & 1:1s

Set clear expectations, run AI-prepped one-on-ones and track the commitments that come out of them.

Where: HR → One-on-Ones and HR → Training
How: Open HR → One-on-Ones to run the conversation; goals live under Training.
Opens at: /hr/one-on-ones in your workspace
Apps: available when one of these apps is on: hr
Who can use it: Managers and HR admins
Replaces: Lattice, 15Five
Also known as: performance review, okr, goals, 1:1, check in

Training and academy (LMS)

Courses, AI-generated quizzes, certificates and completion tracking, including required compliance training.

Where: HR → Training (members: Home → Learning & Compliance)
How: Open HR → Training to build and assign courses.
Opens at: /hr/training in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins assign; members complete
Replaces: Workday Learning
Also known as: lms, courses, certification, staff training, quiz

Employment contracts

Draft contracts with a guided wizard and send them for signature, with the signed copy filed against the employee.

Where: HR → people record → Contracts
How: Open the employee, create a contract, then send for signature.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins
Replaces: Deel
Also known as: employment agreement, offer letter, contract template

Import from BambooHR, Workday, ADP or Gusto

Migrate existing HR data instead of retyping it.

Where: HR → Import
How: Open HR → Import, pick the source system, then map fields.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins
Also known as: migrate hr, bamboohr import, workday import

Team monitoring view

Presence, live timers, real product usage and AI usage per team member.

Where: HR → Team Monitoring
How: Open HR → Team Monitoring.
Opens at: /hr/admin/productivity in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins
Also known as: who is online, team hours, usage per person

Projects

Project spaces with tasks, owners and dates, tied to the customers and files they belong to.

Where: Ops → Projects
How: Open Ops → Projects and create a project.
Opens at: /ops/workflows/projects in your workspace
Apps: available when one of these apps is on: ops
Replaces: Asana
Also known as: project management, tasks, kanban, gantt

My work queue

Everything assigned to you across projects, approvals and requests, in one list.

Where: Workflows → Overview
How: Open Overview (top menu → More → Workflows).
Opens at: /ops/workflows#my-work in your workspace
Apps: available when one of these apps is on: workflows
Also known as: my tasks, todo, assigned to me

Portfolio view

Every project side by side, so you can see load and slippage across the whole portfolio.

Where: Workflows → Portfolio
How: Open Workflows → Portfolio (top menu → More → Workflows).
Opens at: /ops/workflows/portfolio in your workspace
Apps: available when one of these apps is on: workflows
Also known as: all projects, programme view

Workflow automation

When-this-then-that automation across the whole platform, dozens of triggers and actions spanning CRM, finance, HR, retail, editors and webhooks.

Where: Workflows → Automations
How: Create an automation, pick a trigger, add conditions and actions, then turn it on.
Opens at: /ops/workflows/automation in your workspace
Apps: available when one of these apps is on: workflows
Who can use it: Admins, or anyone granted the automations permission
Replaces: Zapier / Make / n8n
Also known as: zapier, automate, trigger, if this then that, integration

Open Workflows → Automations (top menu → More → Workflows) and create one.
Pick the trigger, a record change, a schedule, a form submission, an inbound webhook.
Add conditions (equals, contains, greater than, before/after a date, empty…).
Add actions across any module, or call an external webhook.
Dry-run it, then enable and watch the run history per step.

Visual workflow builder

Branch, loop, run lanes in parallel, wait, merge, insert an AI decision or agent, and gate on a human approval.

Where: Workflows → Automations → builder
How: Open an automation and drag nodes on the canvas.
Opens at: /ops/workflows/automation in your workspace
Apps: available when one of these apps is on: workflows
Replaces: n8n
Also known as: flow chart, branching, parallel, approval step

Describe an automation and have AI build it

Say what should happen in plain English and get a working workflow to review.

Where: Workflows → AI Builder
How: Open AI Builder and describe the automation.
Opens at: /ops/workflows/settings/ai-builder in your workspace
Apps: available when one of these apps is on: workflows
Who can use it: Admins
Also known as: natural language automation, build it for me

Approvals and requests

A single queue for anything needing sign-off, and a request inbox for anything people ask the business for.

Where: Workflows → Approvals / Requests
How: Open Approvals to sign off, Requests to triage.
Opens at: /ops/workflows/approvals in your workspace
Apps: available when one of these apps is on: workflows
Also known as: approve, request something, sign off queue

eSignature

Send documents for signature with 24 field types, sequential or parallel routing, reminders, expiry, void, bulk send and a tamper-evident completion record.

Where: Ops → Signing
How: Open Ops → Signing, upload the document, place fields, add signers, then send.
Opens at: /ops/documents in your workspace
Apps: available when one of these apps is on: esign, ops
Replaces: DocuSign
Also known as: sign a document, docusign, signature request, e-sign, contract signing

Open Ops → Signing and start an envelope.
Upload the document and drag fields onto it (signature, initials, date, checkbox and more).
Add signers and choose the order, sequential or all at once.
Send. Signers can draw, type, upload, use their camera or a passkey.
Track status, chase with reminders, and download the signed copy with its certificate.

SignLinks (public signing forms)

Publish a sign-anywhere link for waivers, NDAs and terms. Anyone can sign from your site, an email footer or a QR code, and every signature lands in your Envelopes with a full audit trail.

Where: Ops → Signing → SignLinks
How: Open Ops → Signing → SignLinks, build one from a template, then publish the link.
Opens at: /ops/documents?tab=signlinks in your workspace
Apps: available when one of these apps is on: esign
Replaces: DocuSign PowerForms
Also known as: powerform, public signing link, sign link, self serve signing, waiver, nda, qr code signing

Open Ops → Signing and go to the SignLinks tab.
Pick the template people should sign (waiver, NDA, terms).
Place the fields the signer fills in themselves.
Publish, then share the link on your website, in an email footer or as a QR code.
Every completed signature arrives as an envelope with its certificate.

Bulk send

Send the same document to hundreds of signers at once, each getting their own envelope to sign and track.

Where: Ops → Signing → Bulk Send
How: Open Ops → Signing → Bulk Send, pick the document and the recipient list, then send.
Opens at: /ops/documents?tab=bulk-send in your workspace
Apps: available when one of these apps is on: esign
Replaces: DocuSign Bulk Send
Also known as: mass send documents, send to many signers, distribute a policy, bulk signature request

Terms & MSA

Keep your standard terms and MSA in one place, with version history and the per-customer versions built from them.

Where: Ops → Signing → Terms & MSA
How: Open Ops → Signing → Terms & MSA and add or publish a version of your terms.
Opens at: /ops/documents?tab=terms in your workspace
Apps: available when one of these apps is on: esign
Also known as: master service agreement, msa, standard terms, terms and conditions, contract terms

Compliance policies and acknowledgements

Publish policies, require staff to acknowledge them, and track who has and hasn’t.

Where: Ops → Compliance
How: Open Ops → Compliance, publish a policy, then track acknowledgements.
Opens at: /ops/compliance in your workspace
Apps: available when one of these apps is on: ops
Who can use it: Admins
Replaces: Vanta
Also known as: policy, acknowledge, attestation, iso

Sites and safety

Site inspections, incident reports, safety checklists and the training records behind them.

Where: Ops → Safety & Compliance
How: Open Ops → Safety & Compliance and run an inspection or log an incident.
Opens at: /ops/sitedoc in your workspace
Apps: available when one of these apps is on: safety
Who can use it: Admins
Also known as: sitedocs, incident report, inspection, whs, health and safety

Report a safety incident

Log an incident, near miss or hazard with photos and the immediate action taken.

Where: Ops → Safety & Compliance → Incidents
How: Open Safety & Compliance and the Report Incident form opens straight away.
Opens at: /ops/sitedoc?action=report in your workspace
Apps: available when one of these apps is on: safety
Also known as: log an incident, near miss, hazard report, accident report, injury

Start a safety inspection

Run a site safety check against one of your inspection templates.

Where: Ops → Safety & Compliance → Inspections
How: Open Safety & Compliance and the New Inspection form opens straight away.
Opens at: /ops/sitedoc?action=inspect in your workspace
Apps: available when one of these apps is on: safety
Also known as: new inspection, site check, safety audit, checklist

Vendor management

Supplier records with their purchase orders, documents and approvals.

Where: Ops → Vendors
How: Open Ops → Vendors and add a supplier.
Opens at: /ops/vendors in your workspace
Apps: available when one of these apps is on: ops
Who can use it: Finance/ops admins
Also known as: suppliers, purchase order, procurement

Team password vault

A zero-knowledge vault for shared credentials, the server never sees your secrets.

Where: Ops → Passwords
How: Open Ops → Passwords, unlock the vault, then store or share a credential.
Opens at: /ops/passwords in your workspace
Apps: available when one of these apps is on: password-manager
Replaces: 1Password Teams
Also known as: password manager, shared passwords, credentials, 1password, vault, secrets

Operations reporting

Cross-module reporting on the operational side of the business.

Where: Finance → Reports
How: Open Finance → Reports (More → Operations → Finance).
Opens at: /ops/reporting in your workspace
Apps: available when one of these apps is on: ops
Who can use it: Admins
Also known as: reports, analytics, export data

Enterprise ERP

Inventory, manufacturing, purchasing, sales orders and reporting for businesses that need a real ERP, bill of materials, work orders, MRP, landed costs and multi-cost-method valuation.

Where: ERP (top menu)
How: Click ERP in the top menu once it is enabled for your workspace.
Opens at: /erp in your workspace
Apps: available in every workspace
Who can use it: Admins
Plan: Enterprise
Replaces: NetSuite / SAP
Also known as: erp, manufacturing, bom, mrp, work orders, stock valuation

My Space (member self-service)

Everything about you in one place, your dashboard, requests, pay, time, learning, objectives and files, without an admin hat.

Where: Home → My Space
How: Open Home; the My Space group is in the sidebar.
Opens at: /ops/member in your workspace
Apps: available when one of these apps is on: hr, payroll, time-attendance, leave
Also known as: self service, employee portal, my stuff

My remuneration

Your payslips, contracts, personal details and equity, self-service.

Where: Home → My Space → My Pay
How: Open My Pay.
Opens at: /ops/member/pay in your workspace
Apps: available when one of these apps is on: payroll
Also known as: my payslip, my pay, my contract, my equity

My time, leave and roster

Clock in, submit timesheets, request leave and check your roster.

Where: Home → My Space → My Time
How: Open My Time; leave and roster are tabs there.
Opens at: /ops/member/time in your workspace
Apps: available when one of these apps is on: time-attendance, leave
Also known as: book leave, my hours, my shifts, request time off

My learning and compliance

The training you must complete, certifications you hold, and policies waiting for your acknowledgement.

Where: Home → My Space → Learning & Compliance
How: Open Learning & Compliance.
Opens at: /ops/member/learning-compliance in your workspace
Apps: available when one of these apps is on: hr, safety
Also known as: my training, required courses, policies to sign

My objectives

Your own goals and how they’re tracking, not the org-wide OKR tree.

Where: Home → My Space → My Objectives
How: Open My Objectives.
Opens at: /ops/member/objectives in your workspace
Apps: available when one of these apps is on: hr
Also known as: my goals, my okrs, my targets

My requests

Everything you’ve asked the business for, and where each one is up to.

Where: Home → My Space → My Requests
How: Open My Requests.
Opens at: /ops/member/requests in your workspace
Apps: available when one of these apps is on: workflows
Also known as: my tickets, what i asked for, request status

Recurring invoices

Set a customer up once and the invoice raises and sends itself on schedule, weekly, monthly, quarterly or annually, until you stop it.

Where: Finance → Invoicing → Recurring
How: Open Invoicing → Recurring, create a schedule with the customer, line items and frequency, then activate it.
Opens at: /ops/invoicing in your workspace
Apps: available when one of these apps is on: invoicing
Who can use it: Finance admins
Also known as: automated billing, subscription invoice, monthly invoice, retainer, auto invoice

Open Finance → Invoicing and switch to the Recurring tab.
Create a recurring invoice: choose the customer and the line items.
Set the frequency, the start date and (if there is one) the end date.
Choose whether it sends automatically or waits for approval.
Activate, each cycle raises the invoice and sends it without anyone touching it.

Automatic payment reminders

Overdue invoices chase themselves on a schedule you set, so nobody has to write the awkward email.

Where: Finance → Invoicing → reminders
How: Turn reminders on and set the schedule, for example 7, 14 and 30 days overdue.
Opens at: /ops/invoicing in your workspace
Apps: available when one of these apps is on: invoicing
Who can use it: Finance admins
Also known as: chase payment, overdue email, dunning, late payment, debt chasing

Subscription billing and dunning

Recurring plans with proration on upgrades and downgrades, failed-payment retries, and dunning emails that stop when the customer pays.

Where: Finance → Invoicing → Subscriptions
How: Create a subscription against the customer, then let the billing cycle and dunning run.
Opens at: /ops/invoicing in your workspace
Apps: available when one of these apps is on: invoicing, finance
Who can use it: Finance admins
Also known as: recurring revenue, failed payment, retry card, mrr, proration

Revenue recognition

Spread invoiced revenue across the period it is earned instead of the month it was billed, so the accounts reflect reality.

Where: Finance → Accounting → Revenue recognition
How: Set the recognition schedule on the invoice or contract; the ledger postings follow it.
Opens at: /ops/accounting in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: deferred revenue, accrual, asc 606, spread revenue

AI contract wizard

Walks you through generating an employment or client contract: it suggests the right template, fills the placeholders from the person’s record, and checks the result against the rules for that country.

Where: HR → people record → AI contract wizard
How: Open the wizard, pick the person, accept or change the suggested template, then generate and review.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins
Also known as: automated contract, generate a contract, employment agreement, draft a contract, contract generator

Open HR and choose the employee (or the client record for a client agreement).
Start the AI contract wizard.
Accept the suggested template, or pick a different one.
Let it populate the placeholders from the record, salary, dates, role, entity, jurisdiction.
Review the compliance check, fix anything it flags, then generate the contract PDF and send it for signature.

Contract compliance validation

Checks a drafted contract against the statutory rules for the employing country and flags what is missing or non-compliant before anyone signs.

Where: HR → AI contract wizard → compliance step
How: Generate the contract; the compliance check runs as part of the flow.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins
Also known as: is this legal, jurisdiction check, employment law, compliance check

HR contract templates

Reusable employment contract templates with placeholders, so every offer goes out on the same approved wording.

Where: HR → Contract templates
How: Create a contract template with placeholders, then use it from the contract wizard.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins
Also known as: employment template, offer template, standard contract

AI reads an existing contract

Upload a signed contract and AI pulls out the terms, salary, dates, notice period, renewal, parties, into structured fields instead of you retyping them.

Where: HR → employee → import contract (and Finance for supplier agreements)
How: Upload the contract; review the extracted fields before they are saved to the record.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Also known as: read my contract, extract terms, import contract, ocr contract, parse agreement

Reusable signature templates

Save a document with its fields and signer roles already placed, so sending the next one is one click rather than a rebuild.

Where: Ops → Esign → Templates
How: Save an envelope as a template, then start future envelopes from it.
Opens at: /ops/documents in your workspace
Apps: available when one of these apps is on: esign
Also known as: envelope template, reuse signing setup, same document again

Shared vault spaces

Organise credentials into spaces shared with specific people or groups, so the marketing logins and the finance logins never live in one pile.

Where: Ops → Passwords → Spaces
How: Create a space, add credentials, then choose who can see it.
Opens at: /ops/passwords in your workspace
Apps: available when one of these apps is on: password-manager
Also known as: shared folder of passwords, team vault spaces, who can see this login

Vault access approvals

Sensitive credentials can require an approval before they are revealed, so privileged logins have a human gate.

Where: Ops → Passwords → credential settings
How: Mark a credential as approval-required; requests queue for an approver.
Opens at: /ops/passwords in your workspace
Apps: available when one of these apps is on: password-manager
Who can use it: Admins configure; approvers grant
Also known as: request access to password, approve credential access, privileged access

Vault audit log

Every reveal, edit and share of a credential is recorded, so you can answer “who looked at this password and when”.

Where: Ops → Passwords → Audit
How: Open the vault audit view and filter by credential or person.
Opens at: /ops/passwords in your workspace
Apps: available when one of these apps is on: password-manager
Who can use it: Admins
Also known as: who viewed the password, credential history, access log

Zero-knowledge encryption

Vault contents are encrypted client-side, the server stores ciphertext it cannot read, so a server breach does not expose your logins.

Where: Ops → Passwords (how the vault works, not a switch)
How: Nothing to enable: unlock the vault with your passphrase and secrets decrypt locally.
Opens at: /ops/passwords in your workspace
Apps: available when one of these apps is on: password-manager
Also known as: end to end encrypted, server cannot read, e2e vault

Bank accounts and balances

Connect your bank accounts so cash balance and transactions live next to the ledger instead of another tab.

Where: Finance → Banking
How: Open Banking and connect or add a bank account.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: connect bank, cash balance, bank account

Bank reconciliation

A Xero-style reconcile screen: pick an account, match bank lines to invoices, bills and journals, and see the unreconciled count fall to zero.

Where: Finance → Banking → Reconcile
How: Open Reconcile, pick the account, then accept or correct each suggested match.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: reconcile, match transactions, unreconciled, like xero

Open Finance → Banking and choose Reconcile.
Pick the bank account (per-account unreconciled counts show on the picker).
Work the list, each bank line offers a suggested match to an invoice, bill or journal.
Accept the match, or create the missing document from the line.
The dashboard flags it when unreconciled transactions pile up.

Bank statement import

Upload bank statements and the lines land in the reconcile queue, for banks you can’t (or don’t want to) connect live.

Where: Finance → Banking → Import statements
How: Upload the statement file; the transactions appear against the account.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: upload statement, csv bank import, ofx

AI transaction categorisation

Incoming bank lines get an AI-suggested category and account, so reconciling is confirming rather than deciding.

Where: Finance → Banking → Reconcile (suggestions inline)
How: Review the suggested category on each line and accept or change it.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Also known as: auto categorise, code transactions, suggested account

Auto-reconciliation rules

Teach the reconciler: rules that categorise, journal or mark matched automatically when a line fits the pattern, the rent, the bank fee, the weekly transfer.

Where: Finance → Banking → Rules
How: Create a rule from a recurring line; future matches handle themselves.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: bank rules, auto match, recurring transaction rule

Chart of accounts with regional templates

A full chart of accounts seeded from a template for your region, including the right tax codes, editable to fit how you report.

Where: Finance → Accounting → Chart of accounts
How: Pick your region’s template at setup, then adjust accounts as needed.
Opens at: /ops/accounting in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: account codes, gl accounts, tax codes, coa

Live financial ratios

Gross margin, current ratio, monthly burn rate and debt-to-equity, derived from the posted trial balance, not from hand-built spreadsheets.

Where: Finance → Dashboard
How: Post your journals; the ratios compute from the ledger.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Also known as: burn rate, gross margin, runway, ratios

Multi-entity finance

Run several legal entities in one workspace with a primary entity and a switcher, each with its own books, and HR filtered by the same entities.

Where: Finance → entity switcher (top of the Finance page)
How: Add entities in setup, then switch between them from the header.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: multiple companies, legal entities, subsidiaries, group of companies

Intercompany journals

Transactions between your entities post matching journals on both sides, referenced so they reconcile against each other.

Where: Finance → Accounting → intercompany
How: Post an intercompany transaction; the mirrored journal is created with a shared reference.
Opens at: /ops/accounting in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: between entities, intercompany, recharge, eliminations

Migrate from Xero

Bring your books across from Xero rather than starting the ledger from zero.

Where: Finance → Migrate from Xero
How: Run the migration from the Finance header and map what it finds.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Also known as: leave xero, import from xero, switch accounting

Attrition AI (flight-risk scoring)

Scores each employee’s attrition risk from live signals, with department breakdowns and trends, so you hear about flight risk before the resignation letter.

Where: HR → Dashboard → Attrition AI tab
How: Open the Attrition AI tab; risk levels compute from live staff signals.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins
Also known as: flight risk, who might quit, retention risk, churn prediction staff

Compensation view

Salary and equity across the workforce in one tab, so comp decisions are made against the whole picture.

Where: HR → Dashboard → Compensation tab
How: Open the Compensation tab in HR.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins
Also known as: salaries, pay bands, comp review

Benefits administration

Track benefit plans, enrolment and employer costs alongside the rest of the employee record.

Where: HR → Dashboard → Benefits tab
How: Open the Benefits tab in HR.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins
Also known as: health insurance, perks, benefit plans

HR audit log

Every change to people data is recorded, who changed what, when, because HR records are exactly where provenance matters.

Where: HR → Dashboard → Audit Log tab
How: Open the Audit Log tab in HR.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins
Also known as: who changed the salary, hr history, people data audit

Employee check-in search

Search anyone on the team and get their live status, last recorded work, hours and leave in one card.

Where: HR → Dashboard → Employee check-in
How: Type a name into the check-in search on the HR dashboard.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Who can use it: HR admins and managers
Also known as: is she working today, live status, where is, whos on leave

Team Board

Every open task across the team, grouped by owner, with deadlines, the standup view that shows who is carrying what.

Where: Ops → Team Board
How: Open the Team Board from the Ops dashboard.
Opens at: /ops/workflows/team-board in your workspace
Apps: available when one of these apps is on: ops
Who can use it: Project members
Also known as: who is doing what, workload by person, standup board, team tasks

Workspace audit trail

A running log of audit events across the workspace, hundreds of events a week, filterable, for when you need to know what happened.

Where: Ops → Audit Trail
How: Open Audit Trail from the Ops dashboard header.
Opens at: /ops/dashboard in your workspace
Apps: available when one of these apps is on: ops
Who can use it: Admins
Also known as: activity log, what happened, security events, audit

AI insights on operations

AI reads the operational data, approvals, workload, bottlenecks, and tells you what deserves attention.

Where: Ops → AI Insights (also on the HR dashboard)
How: Press AI Insights on the Ops or HR dashboard.
Opens at: /ops/dashboard in your workspace
Apps: available when one of these apps is on: ops
Who can use it: Admins
Also known as: what should i look at, insights, bottlenecks

Verified clock-in (geofence and office network)

Prove people are where they say they are, GPS distance from the assigned site, plus office-network detection by your public IP range, each set to off, warn or block.

Where: HR → Time & Attendance → Location & Attendance
How: Set the site coordinates and radius, add your office IP ranges, then choose how strictly to enforce each.
Opens at: /hr/time?tab=location-settings in your workspace
Apps: available when one of these apps is on: time-attendance
Who can use it: Workspace admins
Also known as: gps clock in, geofence, office wifi, prove they were on site, location tracking, check in, checkin, check-in

Open HR → Time & Attendance → Location & Attendance as a workspace admin.
Give each site coordinates and, if you want, a per-site radius.
Add your office public IP ranges, a browser cannot read the WiFi name, so being “on the office WiFi” is detected by egress IP.
Choose enforcement per check: off, warn the employee, or block the clock-in.
Clock-ins then record which checks passed, and the attendance map shows where each one happened.

Attendance map

A map of where every clock-in happened, colour-coded by whether it passed the geofence and network checks, so anomalies are visible instead of buried in a timesheet.

Where: HR → Time & Attendance → Attendance
How: Open the Attendance tab and pick a date range or a person.
Opens at: /hr/time?tab=clock-ins in your workspace
Apps: available when one of these apps is on: time-attendance
Who can use it: Managers and HR admins
Also known as: where did they clock in, clock in map, site attendance

Productivity scoring and utilisation

Utilisation and productivity per person and per project, built from tracked time, presence and product usage, with flags for people logged in but producing nothing, the reporting layer remote teams are usually missing.

Where: HR → Team Monitoring, and Time & Attendance → Utilisation / Productivity Scores
How: Open HR → Team Monitoring for the live team view, or the Utilisation and Productivity Scores tabs in Time & Attendance for the hours-based reporting.
Opens at: /hr/admin/productivity in your workspace
Apps: available when one of these apps is on: hr, time-attendance
Who can use it: Managers, admins and HR admins
Also known as: utilisation, remote working reporting, team monitoring, who is working, billable hours

Interview scorecards

Structured interview feedback per candidate, the same criteria for every interviewer, scores collected in one place, and a recent-scorecard view so hiring decisions are comparable instead of anecdotal.

Where: HR → Recruitment → candidate → Scorecards
How: Open the candidate, add a scorecard for the interview, then compare submitted scorecards on the candidate record.
Opens at: /hr/recruitment in your workspace
Apps: available when one of these apps is on: recruitment
Who can use it: Hiring managers and interviewers
Replaces: Greenhouse
Also known as: interview feedback, structured interview, candidate scoring, hiring decision

SAFEs and convertible notes

Track convertible instruments alongside the cap table, type, status, cap and discount, so the fully-diluted picture includes what has not converted yet.

Where: Finance → ESOPs → Convertibles
How: Open the convertibles list and add the instrument with its terms.
Opens at: /finance/esops in your workspace
Apps: available when one of these apps is on: equity
Who can use it: Admins
Replaces: Carta, Pulley
Also known as: safe note, convertible note, kiss, valuation cap, fully diluted, pulley, carta

83(b) election tracking

Flag a grant as 83(b)-eligible and track the IRS filing deadline against it, so an early-exercise election is not missed by 30 days.

Where: Finance → ESOPs → grant → 83(b)
How: Mark the grant as 83(b)-eligible; the filing deadline is then tracked on the grant.
Opens at: /finance/esops in your workspace
Apps: available when one of these apps is on: equity
Who can use it: Admins
Also known as: 83b, early exercise, irs deadline, stock election

BAS, VAT and GST preparation

Generate and review your indirect-tax figures from the ledger, then export them to file with your tax authority. Direct lodgement to the ATO, HMRC and IRD needs agency credentials and is not enabled yet.

Where: Finance → Accounting → Tax filing
How: Open the tax filing panel, review the period figures, then export the return.
Opens at: /ops/accounting in your workspace
Apps: available when one of these apps is on: finance
Who can use it: Finance admins
Replaces: Xero
Also known as: vat return, bas, gst, tax filing, indirect tax

Single Touch Payroll lodgement (Australia)

File each pay run to the ATO from the pay run itself, with the authorisation-to-file declaration captured and the filing state shown per run, and reverting blocked once a run has been declared.

Where: Payroll → pay runs → STP Filing
How: Complete the pay run, then use File and confirm the declaration to submit it to the ATO.
Opens at: /ops/payroll in your workspace
Apps: available when one of these apps is on: payroll
Who can use it: Payroll admins
You also need: ATO software ID registration
Also known as: stp, ato, payroll filing, australian payroll, lodge pay run

Payroll compliance readiness checks

A pre-flight checklist per pay run, superannuation, statutory filings and regional obligations, so the run is caught before the regulator catches it.

Where: Payroll → pay run → Readiness
How: Open the readiness card on the pay run and clear each outstanding item before you file.
Opens at: /ops/payroll in your workspace
Apps: available when one of these apps is on: payroll
Who can use it: Payroll admins
Also known as: superannuation, super guarantee, payroll checklist, compliance check

Finance inbox for bills and invoices

Give suppliers one address to email invoices to, what lands there becomes a document in Finance ready to code and approve, instead of a PDF in someone’s personal inbox.

Where: Finance → Finance Inbox (address set in CRM → Settings → Finance intake)
How: Turn on the finance department mailbox, then tell suppliers to send invoices to that address.
Opens at: /ops/finance/inbox in your workspace
Apps: available when one of these apps is on: finance, invoicing
Who can use it: Finance admins
Replaces: Dext
Also known as: invoice inbox, ap inbox, bills by email, accounts payable, forward invoices

Tools inside the editors and the PDF suite

The individual tools you reach once an editor or the PDF suite is open.

Import finance data from CSV

Bulk-load contacts, invoices or transactions from CSV with column mapping.

Where: Finance → Import CSV
How: Press Import CSV in the Finance header and map the columns.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Also known as: upload invoices, csv import

Finance setup wizard

A five-step guided setup, entity, chart of accounts, tax, bank, opening balances, that ends with “ready for live bookkeeping”.

Where: Finance → Setup
How: Open Setup in the Finance header and complete the steps.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Also known as: get started with finance, opening balances

Quick entry, expense, journal, bank, reconcile

One-click entry points for the four things bookkeepers do all day, sitting at the top of the Finance dashboard.

Where: Finance → Dashboard → Quick Entry
How: Use the Quick Entry row.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Also known as: add expense fast, new journal, quick add

Invoice pipeline totals

Paid, pending, draft and bills-outstanding totals side by side, so collected cash is never confused with forecast.

Where: Finance → Dashboard → Operational Totals
How: Open the Finance dashboard.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance, invoicing
Also known as: outstanding invoices, draft pipeline, owed to suppliers

Filter HR by legal entity

All HR views filter by entity, matching the finance entities, for groups running several companies.

Where: HR → All Entities selector
How: Pick the entity in the HR header.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Also known as: per company staff, entity filter

Workforce mix (FT vs contractor)

Headcount split by employment type at a glance, with on-platform vs off-platform counts.

Where: HR → Dashboard cards
How: Open the HR dashboard.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Also known as: how many contractors, headcount split

HR quick actions

Performance reviews, timesheet approval, posting a job and running payroll are one click from the HR dashboard.

Where: HR → Dashboard → Quick actions
How: Use the quick actions column.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Also known as: approve timesheets, post a job, run payroll shortcut

Where things are in the menus

Every destination in the app's navigation, and what you find there.

Your personal dashboard, tasks, requests feed and your app tiles.

Where: Home → My Space → Dashboard
How: Open Home; My Space is in the sidebar.
Opens at: /ops/member in your workspace
Apps: available when one of these apps is on: hr, payroll, time-attendance, leave, equity, safety, workflows
Also known as: my dashboard, employee home

Everything you have requested and its current status.

Where: Home → My Space → My Requests
How: Open My Requests from the Home sidebar.
Opens at: /ops/member/requests in your workspace
Apps: available when one of these apps is on: workflows
Also known as: my submissions, request status

Payslips, contracts, personal details and equity, self-service.

Where: Home → My Space → My Pay
How: Open My Pay from the Home sidebar.
Opens at: /ops/member/pay in your workspace
Apps: available when one of these apps is on: payroll
Also known as: my payslips, my salary, my contract, my remuneration

Clock in, timesheets, leave requests and your roster, in tabs.

Where: Home → My Space → My Time
How: Open My Time from the Home sidebar.
Opens at: /ops/member/time in your workspace
Apps: available when one of these apps is on: time-attendance
Also known as: my hours, my shifts, book leave

Required training, certifications, safety checklists and policies to acknowledge.

Where: Home → My Space → Learning & Compliance
How: Open Learning & Compliance from the Home sidebar.
Opens at: /ops/member/learning-compliance in your workspace
Apps: available when one of these apps is on: hr, safety
Also known as: my courses, policies, training

Your own goals and progress.

Where: Home → My Space → My Objectives
How: Open My Objectives from the Home sidebar.
Opens at: /ops/member/objectives in your workspace
Apps: available when one of these apps is on: hr
Also known as: my goals, my okrs

Financial overview and what needs attention.

Where: Finance → Dashboard
How: Click Finance in the top nav.
Opens at: /ops/finance in your workspace
Apps: available when one of these apps is on: finance
Also known as: money overview

Create, send and chase invoices.

Where: Finance → Invoicing
How: Open Invoicing from the Finance sidebar.
Opens at: /ops/invoicing in your workspace
Apps: available when one of these apps is on: invoicing
Also known as: bill, invoice

Priced items with tax treatment.

Where: Finance → Products & Services
How: Open Products & Services from the Finance sidebar.
Opens at: /finance/products in your workspace
Apps: available when one of these apps is on: finance
Also known as: items, price list

Spend, receipts and supplier bills.

Where: Finance → Purchases
How: Open Purchases from the Finance sidebar.
Opens at: /ops/purchases in your workspace
Apps: available when one of these apps is on: finance
Also known as: expenses, costs

Budgets and actuals.

Where: Finance → Budgeting
How: Open Budgeting from the Finance sidebar.
Opens at: /ops/budgeting in your workspace
Apps: available when one of these apps is on: finance
Also known as: budget

The general ledger and journal entries.

Where: Finance → Accounting
How: Open Accounting from the Finance sidebar.
Opens at: /ops/accounting in your workspace
Apps: available when one of these apps is on: finance
Also known as: ledger, journals

Incoming bills and finance documents to process.

Where: Finance → Finance Inbox
How: Open Finance Inbox from the Finance sidebar.
Opens at: /ops/finance/inbox in your workspace
Apps: available when one of these apps is on: finance
Also known as: bills, ap

Scenario modelling on real numbers.

Where: Finance → Finance Model
How: Open Finance Model from the Finance sidebar.
Opens at: /ops/finance/model in your workspace
Apps: available when one of these apps is on: finance
Also known as: forecast, what if

Spending and payment approvals queue.

Where: Finance → Approvals
How: Open Approvals from the Finance sidebar.
Opens at: /ops/finance/approvals in your workspace
Apps: available when one of these apps is on: finance
Also known as: approve spend

Pay runs, payslips and statutory calculations.

Where: Finance → Payroll
How: Open Payroll from the Finance sidebar.
Opens at: /ops/payroll in your workspace
Apps: available when one of these apps is on: payroll
Also known as: pay staff, salaries

Asset register and depreciation.

Where: Finance → Fixed Assets
How: Open Fixed Assets from the Finance sidebar.
Opens at: /ops/fixed-assets in your workspace
Apps: available when one of these apps is on: finance
Also known as: equipment, depreciation

Cap table, grants and vesting.

Where: Finance → ESOPs
How: Open ESOPs from the Finance sidebar.
Opens at: /finance/esops in your workspace
Apps: available when one of these apps is on: equity
Also known as: options, shares, cap table

People overview and HR admin home.

Where: HR → HR Admin → Dashboard
How: Click HR in the top nav.
Opens at: /hr in your workspace
Apps: available when one of these apps is on: hr
Also known as: people, hr home

Hours actually worked: timesheets, clock-ins, attendance, overtime and approvals.

Where: HR → HR Admin → Time & Attendance
How: Open Time & Attendance from the HR sidebar.
Opens at: /hr/time in your workspace
Apps: available when one of these apps is on: time-attendance
Also known as: timesheets, hours, attendance

Leave policies, balances and approvals.

Where: HR → HR Admin → Leave
How: Open Leave from the HR sidebar.
Opens at: /hr/leave in your workspace
Apps: available when one of these apps is on: leave
Also known as: holiday, pto

Roles, candidates and the hiring pipeline.

Where: HR → HR Admin → Recruitment
How: Open Recruitment from the HR sidebar.
Opens at: /hr/recruitment in your workspace
Apps: available when one of these apps is on: recruitment
Also known as: hiring, ats

Onboarding and offboarding journeys.

Where: HR → HR Admin → Lifecycle
How: Open Lifecycle from the HR sidebar.
Opens at: /hr/lifecycle in your workspace
Apps: available when one of these apps is on: hr
Also known as: onboarding, offboarding

Expectations, AI-prepped reviews and commitments.

Where: HR → HR Admin → One-on-Ones
How: Open One-on-Ones from the HR sidebar.
Opens at: /hr/one-on-ones in your workspace
Apps: available when one of these apps is on: hr
Also known as: 1:1, check in

Academy, onboarding journeys, certifications, goals and performance.

Where: HR → HR Admin → Training
How: Open Training from the HR sidebar.
Opens at: /hr/training in your workspace
Apps: available when one of these apps is on: hr
Also known as: lms, courses, academy

Who is scheduled to work: rosters, shift templates, coverage and shift swaps.

Where: HR → HR Admin → Scheduling
How: Open Scheduling from the HR sidebar.
Opens at: /ops/workforce in your workspace
Apps: available when one of these apps is on: hr
Also known as: roster, shifts, rota, scheduling, workforce

Presence, timers, product usage and AI usage per person.

Where: HR → HR Admin → Productivity
How: Open Productivity from the HR sidebar.
Opens at: /hr/admin/productivity in your workspace
Apps: available when one of these apps is on: hr
Also known as: team monitoring, utilisation

Operations overview.

Where: Ops → Core → Dashboard
How: Click Ops in the top nav.
Opens at: /ops/dashboard in your workspace
Apps: available when one of these apps is on: ops
Also known as: operations home

Project spaces with tasks and owners.

Where: Projects & Workflows → Projects
How: Open Projects from the Projects & Workflows top menu.
Opens at: /ops/workflows/projects in your workspace
Apps: available when one of these apps is on: workflows
Also known as: project management

Policies, acknowledgements and compliance tasks.

Where: Ops → Core → Compliance
How: Open Compliance from the Ops sidebar.
Opens at: /ops/compliance in your workspace
Apps: available when one of these apps is on: ops
Also known as: policies, attestation

Supplier records and purchase orders.

Where: Ops → Core → Vendors
How: Open Vendors from the Ops sidebar.
Opens at: /ops/vendors in your workspace
Apps: available when one of these apps is on: ops
Also known as: suppliers, procurement

Signature envelopes, send, track and sign.

Where: Ops → Core → Signing
How: Open Signing from the Ops sidebar.
Opens at: /ops/documents in your workspace
Apps: available when one of these apps is on: ops, esign
Also known as: sign, documents, docusign

The zero-knowledge team credential vault.

Where: Ops → Core → Passwords
How: Open Passwords from the Ops sidebar.
Opens at: /ops/passwords in your workspace
Apps: available when one of these apps is on: password-manager
Also known as: password manager, vault, shared logins

Site inspections, incidents and safety records.

Where: Ops → Core → Safety & Compliance
How: Open Safety & Compliance from the Ops sidebar.
Opens at: /ops/sitedoc in your workspace
Apps: available when one of these apps is on: safety
Also known as: sitedocs, incidents, whs

Cross-module operational reporting.

Where: Finance → Reports
How: Open Reports from the Finance sidebar (More → Operations).
Opens at: /ops/reporting in your workspace
Apps: available when one of these apps is on: ops
Also known as: reports, exports

The workflow home, everything automated and in flight.

Where: Workflows → Overview
How: Open Workflows from the top menu (under "More").
Opens at: /ops/workflows in your workspace
Apps: available when one of these apps is on: workflows
Also known as: flows, automation home

Your assigned workflow items.

Where: Workflows → Overview
How: Open Overview from the Workflows sidebar (top menu → More → Workflows).
Opens at: /ops/workflows#my-work in your workspace
Apps: available when one of these apps is on: workflows
Also known as: my tasks, assigned

Cross-project portfolio view.

Where: Workflows → Portfolio
How: Open Portfolio from the Workflows sidebar (top menu → More → Workflows).
Opens at: /ops/workflows/portfolio in your workspace
Apps: available when one of these apps is on: workflows
Also known as: all projects

The approvals queue across the workspace.

Where: Workflows → Approvals
How: Open Approvals from the Workflows sidebar (top menu → More → Workflows).
Opens at: /ops/workflows/approvals in your workspace
Apps: available when one of these apps is on: workflows
Also known as: sign off, authorise

Incoming requests to triage and fulfil.

Where: Workflows → Requests
How: Open Requests from the Workflows sidebar (top menu → More → Workflows).
Opens at: /ops/workflows/requests in your workspace
Apps: available when one of these apps is on: workflows
Also known as: request inbox

Trigger-and-action automations across every module.

Where: Workflows → Automations
How: Open Automations from the Workflows sidebar (top menu → More → Workflows).
Opens at: /ops/workflows/automation in your workspace
Apps: available when one of these apps is on: workflows
Also known as: zapier, automate, rules

Describe an automation and have AI build it.

Where: Workflows → AI Builder
How: Open AI Builder from the Workflows sidebar (top menu → More → Workflows).
Opens at: /ops/workflows/settings/ai-builder in your workspace
Apps: available when one of these apps is on: workflows
Also known as: natural language workflow

Configure the stage pipelines that records move through.

Where: Workflows → Pipelines
How: Open Pipelines from the Workflows sidebar (top menu → More → Workflows).
Opens at: /ops/workflows/settings/pipelines in your workspace
Apps: available when one of these apps is on: workflows
Also known as: stages, kanban config

The org-wide objective tree (the personal view is My Objectives).

Where: Workflows → OKRs
How: Open /ops/workflows/okrs, it is reachable directly rather than from the sidebar.
Opens at: /ops/workflows/okrs in your workspace
Apps: available when one of these apps is on: workflows
Also known as: objectives, company goals

The ERP home (enterprise workspaces with ERP switched on).

Where: ERP → Overview
How: Click ERP in the top menu.
Opens at: /erp in your workspace
Apps: available in every workspace
Plan: Enterprise
Also known as: erp home

Order-to-cash with pricing and FX.

Where: ERP → Sales Orders
How: Open Sales Orders from the ERP sidebar.
Opens at: /erp/sales-orders in your workspace
Apps: available in every workspace
Plan: Enterprise
Also known as: sales order, order to cash

Warehouses, bins, lots, expiry and stock moves.

Where: ERP → Inventory
How: Open Inventory from the ERP sidebar.
Opens at: /erp/inventory in your workspace
Apps: available in every workspace
Plan: Enterprise
Also known as: warehouse, stock moves, fefo

Bills of materials, work orders, work centres and routings.

Where: ERP → Manufacturing
How: Open Manufacturing from the ERP sidebar.
Opens at: /erp/manufacturing in your workspace
Apps: available in every workspace
Plan: Enterprise
Also known as: bom, work order, production

Requisitions, RFQs, purchase orders, receipts and landed costs.

Where: ERP → Purchasing
How: Open Purchasing from the ERP sidebar.
Opens at: /erp/purchasing in your workspace
Apps: available in every workspace
Plan: Enterprise
Also known as: po, rfq, three way match

Stock valuation, movement and manufacturing reporting.

Where: ERP → Reporting
How: Open Reporting from the ERP sidebar.
Opens at: /erp/reporting in your workspace
Apps: available in every workspace
Plan: Enterprise
Also known as: stock valuation, erp reports