Signing in lands you on the Workspace — a grid of cards, one per module you have access to. Each card shows the module's icon, name and a one-line description. Click a card to enter that module.
The modules are:
| Module | What it is for |
|---|---|
| Dashboard | Business overview, KPIs and getting started (Chapter 3). |
| Sales | Invoices, estimates, sales orders, deliveries, receipts, credit notes and payments received (Chapter 5). |
| Purchases | Bills, purchase orders, vendor credits and payments made (Chapter 6). |
| Expenses | Record and track business expenses (Chapter 7). |
| Inventory | Items, categories, stock movements, adjustments and transfers (Chapter 10). |
| Manufacturing | Bills of material, work orders, job cards and production (Chapter 11). |
| Contacts | Customers and vendors (Chapter 4). |
| Collaboration | Projects, tasks, meetings and availability (Chapter 15). |
| Banking | Bank accounts, transfers, deposits and rules (Chapter 8). |
| Accounting | Chart of accounts, journals and tax rates (Chapter 9). |
| Fixed Assets | Asset register, categories and depreciation (Chapter 12). |
| Budgets | Plan budgets and track them against actuals (Chapter 13). Plus plan. |
| Helpdesk | Customer tickets, teams and service levels (Chapter 16). |
| HRMS | Employees, attendance, leave, payroll, recruitment and performance (Chapter 17). |
| CRM | Leads, accounts, contacts, opportunities, campaigns and forecasting (Chapter 18). |
| Settings | System configuration, users and integrations (Chapter 22). |
A card with a small lock belongs to a module your plan does not include. Clicking it explains what the module does and which plan adds it.
To return to the Workspace from anywhere, click All Modules at the top of the left rail, or use the module switcher in the top bar (section 2.3).