Optional Sub Systems
Step-by-step guides, workflows, and best practices.
9 articles
Optional Sub Systems — Overview
Master guide for enabling advanced ERP modules and rolling them out in the right sequence.
Optional Module: Workforce
Enable Workforce and run people operations with attendance, leave, and employee records.
Optional Module: Payroll
Enable Payroll and configure salary components, payroll schedules, and controlled run operations.
Optional Module: Revenue Pipeline
Enable Revenue Pipeline to track proposal stages, stalled deals, and conversion blockers.
Optional Module: Document Vault
Enable Document Vault to centralize uploads, OCR extraction, and record linking for audits.
Optional Module: Cash Flow
Enable Cash Flow for forecast snapshots, scenario planning, and liquidity monitoring.
Optional Module: AR Aging + Collections Centre
Enable AR Collections to prioritize overdue invoices and run reminder/collection workflows.
Optional Module: Reporting Center
Enable Reporting Center for governed analytics, preset reports, and export workflows.
Optional Module: Import Manager
Enable Import Manager for controlled CSV/XLSX imports with mapping and validation.