# 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.

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](https://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

1. Open Finance → Invoicing and create an invoice.
2. Pick the customer and add line items from your products catalogue.
3. Set tax, currency and due date.
4. Send it, the customer gets a public invoice link.
5. 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

1. Open Finance → Payroll and start a pay run (regular, bonus, correction, termination or off-cycle).
2. Check employees, hours and deductions pulled in from HR and Time & Attendance.
3. Review gross-to-net, including tax, statutory contributions and employer costs.
4. Send it through the approval workflow (maker-checker).
5. 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

1. Open HR → Recruitment and create a role (AI can draft the job ad on-brand).
2. Publish to the careers page and syndicate to job boards.
3. Let AI screen incoming resumes against the role.
4. Run assessments and interviews, scoring against a weighted scorecard.
5. 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

1. Open Workflows → Automations (top menu → More → Workflows) and create one.
2. Pick the trigger, a record change, a schedule, a form submission, an inbound webhook.
3. Add conditions (equals, contains, greater than, before/after a date, empty…).
4. Add actions across any module, or call an external webhook.
5. 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

1. Open Ops → Signing and start an envelope.
2. Upload the document and drag fields onto it (signature, initials, date, checkbox and more).
3. Add signers and choose the order, sequential or all at once.
4. Send. Signers can draw, type, upload, use their camera or a passkey.
5. 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

1. Open Ops → Signing and go to the SignLinks tab.
2. Pick the template people should sign (waiver, NDA, terms).
3. Place the fields the signer fills in themselves.
4. Publish, then share the link on your website, in an email footer or as a QR code.
5. 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

1. Open Finance → Invoicing and switch to the Recurring tab.
2. Create a recurring invoice: choose the customer and the line items.
3. Set the frequency, the start date and (if there is one) the end date.
4. Choose whether it sends automatically or waits for approval.
5. 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

1. Open HR and choose the employee (or the client record for a client agreement).
2. Start the AI contract wizard.
3. Accept the suggested template, or pick a different one.
4. Let it populate the placeholders from the record, salary, dates, role, entity, jurisdiction.
5. 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

1. Open Finance → Banking and choose Reconcile.
2. Pick the bank account (per-account unreconciled counts show on the picker).
3. Work the list, each bank line offers a suggested match to an invoice, bill or journal.
4. Accept the match, or create the missing document from the line.
5. 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

1. Open HR → Time & Attendance → Location & Attendance as a workspace admin.
2. Give each site coordinates and, if you want, a per-site radius.
3. Add your office public IP ranges, a browser cannot read the WiFi name, so being “on the office WiFi” is detected by egress IP.
4. Choose enforcement per check: off, warn the employee, or block the clock-in.
5. 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.

### Home → My Space dashboard

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

### Home → My Requests

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

### Home → My Pay

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

### Home → My Time

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

### Home → Learning & Compliance

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

### Home → My Objectives

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

### Finance → Dashboard

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

### Finance → Invoicing

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

### Finance → Products & Services

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

### Finance → Purchases

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

### Finance → Budgeting

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

### Finance → Accounting

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

### Finance → Finance Inbox

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

### Finance → Finance Model

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

### Finance → Approvals

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

### Finance → Payroll

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

### Finance → Fixed Assets

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

### Finance → ESOPs

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

### HR → Dashboard

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

### HR → Time & Attendance

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

### HR → Leave

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

### HR → Recruitment

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

### HR → Lifecycle

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

### HR → One-on-Ones

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

### HR → Training

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

### HR → Scheduling

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

### HR → Productivity

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

### Ops → Dashboard

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

### Projects & Workflows → Projects

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

### Ops → Compliance

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

### Ops → Vendors

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

### Ops → Signing

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

### Ops → Passwords

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

### Ops → Safety & Compliance

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

### Finance → Reports

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

### Workflows → Overview

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

### Workflows → Overview

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

### Workflows → Portfolio

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

### Workflows → Approvals

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

### Workflows → Requests

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

### Workflows → Automations

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

### Workflows → AI Builder

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

### Workflows → Pipelines

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

### Workflows → OKRs

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

### ERP → Overview

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

### ERP → Sales Orders

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

### ERP → Inventory

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

### ERP → Manufacturing

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

### ERP → Purchasing

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

### ERP → Reporting

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

## More documentation

- [All product areas](https://automo.ai/docs)
- [Developer docs and the connector API](https://automo.ai/developers)
- [This page as Markdown](https://automo.ai/docs/ops.md)