How to use
After you sign in, the left menu is the product. Open a name below for a picture, a short video, and plain steps a new teammate can follow. These pages are public. Your company’s numbers stay in the workspace.
A checklist of foundation work. Green means the company is ready for a live file. Red means something is still missing.
Open Setup hub →Who the company is on paper: legal name, address, home country, home currency, and tax fields such as NTN when the country pack asks for them.
Open Company Profile →The people who can sign in, and the role each person has. A role is a bundle of permissions — who may create a file, who may approve, who may only look.
Open Users & Roles →The fine print of who may read, write, approve, or see the audit log. Roles point here. Do not make everyone an owner by accident.
Open Permissions / Access Control →Places the company works: at least one branch (office) and one warehouse (stock). Imports land here. Exports leave from here.
Open Branches & Warehouses →The list of accounts finance posts to: bank, duty, sales, expenses. Other modules do not invent account codes on the fly.
Open Chart of Accounts →The company’s real banks. Duty, supplier payments, and receipts need a bank on file. Account numbers are stored encrypted.
Open Bank Accounts →One company record with many roles: overseas supplier, foreign buyer, clearing agent, carrier, and more. You do not create a second card for the same firm.
Open Business partners →The goods codes customs expects. Files pick from this list so nobody invents a new code on every job.
Open HS Code & Tariff Master →The home currency plus foreign rates. Landed cost and invoices need a real rate, not a guess in a chat.
Open Currency & Exchange Rates →Company-wide defaults: numbering, date display, and other switches that should be the same for everyone.
Open System Preferences →Rules for who must say yes before a purchase, payment, or status change moves. The decision lives on the file, not in a chat screenshot.
Open Approval Workflows →How the product tells people that a file needs them: in the app, and by email when you turn that on.
Open Notifications & Alerts →Password rules, two-factor, and who is signed in. This is a required setup step so the first file is not wide open.
Open Security & Sessions →Letterheads and standard wording for papers the company reuses. Shipment packs still live on the consignment — this is the company stationery.
Open Document Templates →Optional connections to other systems. Country portals in the product are sandbox adapters today — not live government APIs.
Open Integrations & APIs →The company’s plan and trial status. Commercial terms after the trial are a conversation — this screen does not invent a fake price table.
Open Subscription & Billing →Who changed what, and when, across the company. This is the history auditors and banks ask for. It is not a chat archive.
Open Audit Log →A short company settings area, including subscription. Prefer the Setup hub for foundation work so nothing is skipped.
Open Settings →A board of open inbound and outbound jobs by stage. It does not replace the consignment file — it shows you which file to open next.
Open Trade Dashboard →The list of inbound consignments. Each row is one import file: supplier, goods, papers, duty, and landed cost together.
Open Import Orders / Shipments →The form that starts one inbound consignment. It stays locked until required setup is green so the first file is not empty.
Open New import →The list of outbound consignments. Each row is one export file: buyer, packing, commercial invoice, and certificates on the same record.
Open Export Orders / Shipments →Starts one outbound consignment. Locked until required setup is green.
Open New export →Where customs papers for a lane are completed. Country portals in the product are sandbox adapters so the team learns the sequence.
Open Customs & Documentation →Duty and tax exposure for inbound files. The amount belongs on the import as part of landed cost, not a month-end workbook.
Open Duties & Taxes →Period views of inbound vs outbound mix and stage load. Use them before month-end, not instead of the live file.
Open Import/Export Reports →A live glance at journals, open periods, AP/AR (including overdue), bank match, payments, and expenses. Every KPI and tile jumps to the matching Finance workspace.
Open Finance Dashboard →Trial balance with drill-down into each account’s movement ledger and the full journal behind a line.
Open General Ledger →The books of original entry. Trade and payroll can create journals; you review or add manual ones here.
Open Journal Entries →Supplier invoices that procurement already matched to a PO and receipt. This is money you owe, not a shopping list.
Open Accounts Payable →Customer invoices Sales already billed. This is money owed to you.
Open Accounts Receivable →Reconcile bank statements to cash accounts so the ledger matches the bank.
Open Cash & Bank →Cash in and cash out against open AP or AR. Duty on an import still posts from that import file.
Open Payments & Receipts →Period costs that are not on a purchase order — rent, fees, and similar.
Open Expenses →Depreciation posts here. The asset register — cost, life, method — lives under Asset Management.
Open Fixed Assets →What you plan to spend or earn in a period. Set this before you close so variance means something.
Open Budgets →Cost centre hierarchy for expense roll-up. Every node has one parent; reports aggregate descendants automatically.
Open Cost Centres →Profit centre hierarchy for revenue and contribution roll-up, parallel to cost centres.
Open Profit Centres →Sales tax and withholding worksheets from posted GL, with tax code catalog and period filters for return filing.
Open Taxes →Close a period only when AP, AR, and bank sub-ledgers agree. After close, casual posting should stop.
Open Financial Closing →P&L, balance sheet, and trial balance produced from posted books.
Open Financial Statements →Reference map of how source modules post to GL accounts.
Open Posting Rules →Exportable accounting packs after you close or for a date range.
Open Accounting Reports →Pipeline, credit holds, and deliveries to check before you quote or ship.
Open Sales Dashboard →A named enquiry with a source. It is not a customer yet.
Open Leads →Named outbound work that leads can point to, so source is not a guess in a spreadsheet.
Open Campaigns →A qualified deal with a value and a stage so pipeline is honest.
Open Opportunities →Calls, visits, and tasks logged against a lead, opportunity, or customer so follow-up is not in chat.
Open Activities →The sales view of a business partner. Convert once, then reuse on quotes and orders.
Open Customers →The sales organisation for a country, currency, channel, and division. One home area is created from company setup.
Open Sales Areas →Named sell prices by product. Deactivate a list instead of deleting it.
Open Price Lists →A priced offer. Credit check still matters before you treat it as an order.
Open Quotations →A quantity or value agreement you call off into sales orders instead of retyping the deal.
Open Sales Contracts →The confirmed sale after credit clearance. Inventory will issue against this.
Open Sales Orders →Goods leaving against a sales order. This posts a goods issue so stock is true.
Open Delivery / Dispatch →Bills for what was delivered. Finance owns the AR posting those invoices create.
Open Sales Invoices →Receipts against open sales invoices. Same cash idea as Finance payments, from the sales side.
Open Customer Payments →Rep commission accrued from billed invoices, using the rule percent and the customer’s assigned sales rep.
Open Commissions →Credit only against a delivered order. You cannot return what never left.
Open Sales Returns →A period list of open items for one customer — what they still owe.
Open Customer Statements →Funnel conversion and revenue for a period.
Open Sales Reports →Queues for approval, receipt, and three-way match. Start here when buying is stuck.
Open Procurement Dashboard →A multi-line request to buy goods, services, raw materials, assets, or mixed needs. Do not issue a PO until this is approved.
Open Purchase Requisitions →Ask suppliers for prices when the item is not already on a contract.
Open RFQs →Offers from suppliers. Pick one on the record so the PO has a source.
Open Supplier Quotations →The official buy. Inventory and AP wait for this number.
Open Purchase Orders →Supplier advance shipping notices (ASN / inbound delivery) before you post the GRN.
Open Vendor Shipments →The GRN. Stock does not exist in the system until this posts.
Open Goods Receipts →Match the supplier bill to the PO and GRN.
Open Supplier Invoices →Pay matched AP. Finance posts the cash against the bank.
Open Supplier Payments →Return goods against a receipt, not a free-text credit.
Open Purchase Returns →Keep supplier masters unique before you buy. This is the procurement view of the partner record.
Open Supplier Management →Spend, open POs, and match exceptions for a period.
Open Procurement Reports →Stock value, QC holds, and warehouse coverage at a glance.
Open Inventory Dashboard →The item master: SKU, name, units. Everything that stocks or sells should exist here once.
Open Items / Products →Folders for items so reports and default accounts stay tidy. Classify before you receive.
Open Item Categories →Org-wide valuation method and whether negative on-hand is allowed when issuing stock.
Open Inventory Policy →On-hand by warehouse. The stock ledger is insert-only — you do not type over a quantity.
Open Stock Levels →The history of GRN, goods issue, transfer, and adjustment. This is how you explain a number.
Open Stock Movements →Post and release GRNs after physical count. Choose Purchase order (and ASN when present) so qty and cost prefill.
Open Goods Receipts →Supplier ASNs waiting for warehouse receipt. Same notices as Procurement → Vendor Shipments.
Open Vendor Shipments →Issue stock out of a warehouse against a source type (sales, production, or manual).
Open Goods Issues →Move stock between warehouses with a transfer document, not two informal adjustments.
Open Stock Transfers →Correct count differences with a reason. Never edit a posted movement line.
Open Stock Adjustments →Compare stock value to the inventory GL (for example account 1100 in a seeded chart).
Open Inventory Reports →In-transit jobs, customs holds, and exceptions.
Open Logistics Dashboard →The unified register for import, export, and domestic moves. Carrier events belong here once.
Open Shipments →Legacy /shipments/new is retired. Trade work starts on an import or export consignment; carrier moves use Logistics tracking.
Open New shipment →Freight cost by direction: onto inventory (often inbound) or period expense.
Open Freight →Register the carrier before you book a route. This is often a partner with the carrier role.
Open Carriers →Origin and destination pairs so tracking has a path.
Open Routes →Follow import, export, and domestic shipments in one register.
Open Shipment Tracking →On-time performance and freight cost for a period.
Open Logistics Reports →Headcount, leave, and payroll that still needs action.
Open HR Dashboard →The org tree people sit in. Set this before hiring so employees are not all in a blank bucket.
Open Departments & Positions →The HR employee record used by attendance and payroll. This is not the same list as Users & Roles (who can sign in).
Open Employees →Presence so payroll has hours. Close the period before you run pay.
Open Attendance →Approve leave before it hits the next payroll.
Open Leave Management →Open a role on a real position, collect candidates, and move applications until someone is hired.
Open Recruitment →The plans people are enrolled in. Cover lives here. Payslip deductions still live on the salary structure.
Open Benefits →Reviews and goals for people still in post. A rating is required to complete a review.
Open Performance →Programmes and who is enrolled. Mark complete when they finish so the date is on the file.
Open Training →Run pay only after attendance and leave are closed. Statutory rates should already be current.
Open Payroll →Tax and contribution rates that payroll uses. Keep them current before you post.
Open Statutory Rates →Headcount mix and payroll status for managers.
Open HR Reports →Over-budget work, timesheets, and unbilled hours.
Open Project Dashboard →The job record. Open it before you allocate people.
Open Projects →Break the work so timesheets have somewhere honest to land.
Open Tasks & Milestones →Build the project tree so budget, tasks, and costs post to the right leaf.
Open WBS Structure →Assign people without promising more hours than they have.
Open Resource Allocation →Approve time so billing and cost are real.
Open Timesheets →Bill approved time and expenses to the customer from the project.
Open Project Billing →Cost versus billings while the job is still open — not only at the end.
Open Project Profitability →Hold the project to budget lines by category and WBS, optionally on a version.
Open Project Budgets →Baselines, change orders, and forecasts that freeze the approved plan.
Open Budget Versions →Status mix and margin for the portfolio.
Open Project Reports →Awards, reports due, and budget lines at risk for donor money.
Open Grants Dashboard →Register the donor before the award. Often a partner with a donor role.
Open Donor Master →The award with start, end, and amount. This is the live grant file.
Open Grants / Awards →Keep restricted funds separate from unrestricted cash so a donor audit survives.
Open Restricted Fund Accounting →Spend only against approved budget lines. Overspend is a compliance event, not a rounding error.
Open Grant Budgets & Compliance →File donor reports before they are due. The pack should come from this file, not a last-night spreadsheet.
Open Donor Reporting →Pass funds to sub-recipients with the same restrictions as the parent award.
Open Sub-recipients / Sub-awards →Upcoming confirmed events, drafts, and requests still waiting on administration.
Open Events Dashboard →The month grid of submitted and approved bookings, with a filter for each status.
Open Event Calendar →Any department drafts an event with a lead, team, room, food, and participants, then submits it.
Open Request an Event →Administration confirms the room and details, then approves the request or returns it with a reason.
Open Administration Approvals →Bookable rooms with capacity and amenities, maintained before departments request them.
Open Rooms & Venues →The company feed of approved events so every department sees the date, room, and who should attend.
Open News Bulletin →Open cases, escalations, and the share of anonymous complaints at a glance.
Open Grievance Dashboard →Your own complaint. You are the person speaking.
Open My own case →A complaint you file for an employee, customer, or vendor.
Open For someone else →Cases assigned to you. Respond, then wait to see if the complainant is satisfied or pushes back.
Open My Inbox →The full grievance queue. Open a case to reply or escalate it.
Open All Cases →Cases that climbed the reporting line, or reached the top with nobody left above.
Open Escalations →Look up a tracking code so a complainant can confirm progress without opening the full case file.
Open Public Tracking →Planned, in-progress, and shortfall orders.
Open Production Dashboard →Capacity, labor, and overhead rates for production operations.
Open Work Centers →The recipe. Lock it before you release production so the floor is not guessing.
Open Bill of Materials (BOM) →Release the job so inventory can issue components and receive finished goods.
Open Production Orders →Cover component shortfalls before the production start date.
Open Production Planning →Inspect output before it is received as finished goods.
Open Quality Control →WIP, completions, and scrap for the period.
Open Production Reports →Each asset with cost, life, and depreciation method.
Open Asset Register →Default life and salvage so new assets are not invented one by one.
Open Asset Categories →Run the period so Finance can post the charge.
Open Depreciation →Work orders against the asset, not a free-text cost in expenses.
Open Maintenance →Move an asset between cost centers or warehouses with a draft → approved → completed document.
Open Asset Transfers →Sale, scrap, write-off, or donation with net book value and gain/loss on the document.
Open Asset Disposals →Book value and active count for finance and ops.
Open Asset Reports →Pending inspections, open NCRs, and expiring certificates.
Open Quality Dashboard →Inspect receipts or output before you accept them as good stock.
Open Quality Inspections →Raise a defect, then close it with corrective action (CAPA). Do not bury it in chat.
Open Non-Conformances →Track corrective and preventive actions opened from non-conformances until they are verified.
Open CAPA →Schedule internal or external audits, then record findings against the visit.
Open Audits →Certificate and permit register with issuer, expiry, and optional signed file from Documents.
Open Certificates →Expiries and pending document approvals.
Open Documents Dashboard →Company files with title and file-name search. Shipment packs stay on the consignment so a BL does not get lost in a general folder.
Open Document Library →Company agreement value and end date so renewal is visible — not Sales call-offs.
Open Contracts →Operational merge templates for reusable outbound packs. Company letterheads stay under Setup → Document Templates.
Open Merge templates →Clear the queue before a file is treated as final.
Open Document Approvals →Renew or archive before the date lapses.
Open Expiry / Renewal →Retention. Do not delete operational history because a folder looks tidy.
Open Records Archive →A period view of stored files, mix, and contract status.
Open Document Reports →Customer Flow AI on manuals and policies indexed for your company.
Open Customer Flow AI · Knowledge →Upload files or index vault documents into the RAG knowledge base.
Open Knowledge Sources →Customer Flow AI for your company: live dashboards your role can see, plus indexed knowledge. Limited writes need confirm.
Open Customer Flow AI →Role dashboard. Widgets are snapshots unless marked live.
Open Management Dashboard →Standard reports so people stop exporting raw tables as the official number.
Open Report Catalog →Governed measures with formulas and drill paths so teams share one definition of revenue, margin, and aging.
Open Semantic Metrics →Views when one ledger is not enough — stock vs GL, sales vs inventory, and similar.
Open Cross-Module Reports →Save a custom report only after the columns are agreed so five versions do not appear.
Open Custom Report Builder →Compare actuals versus the targets you set for this period.
Open KPIs & Analytics →Cadence delivery for KPI boards and saved reports — in-app notification or email when a mailer is configured.
Open Report Subscriptions →Download CSV, Excel, or PDF from the reporting layer — not by copying HTML.
Open Export Engine →Duplicates, migrations, and failed batches first — before you load another file.
Open Data Dashboard →Score master completeness, uniqueness, validity, and timeliness before you load more files.
Open MDM Stewardship →Configure required, format, unique, FK, and range rules used when files are validated.
Open Import Validation Rules →Exact-match field sets that create duplicate candidates for steward review.
Open Match Rules →How field values survive when stewards merge duplicate masters.
Open Survivorship Policies →Download the template so columns match the engine. Homemade headers fail.
Open Import/Export Templates →Import in batches and review warnings. Go-live loads have a published order — do not invent one.
Open Bulk Data Import →A guided import during foundation so you are not staring at a blank company.
Open Setup wizard import →Run go-live loads in the published order so foreign keys exist.
Open Go-Live Migration →Extract raw data without changing operational screens. A snapshot, not a second system.
Open Raw Data Export →Merge partners and items with a human review so two names stop being two companies.
Open Master Data Duplicates →Import success rates, validation hit fields, and duplicate activity — not master profiling.
Open Data Quality Reports →Yes. This how-to index lists every signed-in company screen from the left menu, except Customer Flow staff tools (tenants, blog, logs). Open a name for a picture, a link to the feature video, and step-by-step instructions.
No. The pages are public so a new user can learn before the trial. The real workspace still needs a login. We do not publish tenant invoices or customer names.
The picture is a still from the module walkthrough. The video itself plays on /features, which is the watch page Google indexes. This how-to stays a text page with steps for one menu item.
Use search in the documentation sidebar, or scan the groups on this page. Each screen has its own URL, for example /docs/workspace/chart-of-accounts.
The videos explain a module. These how-to pages explain one menu item inside that module — what to click, what to type, and how to know it worked.
That group is for Customer Flow operators who host many companies. It is not a customer dashboard screen, so it is not in this how-to index.
