The platform's main feature areas — Workflows, Invoicing, Timesheets & Leaves, AML/KYC — are organised as modules. Some are always enabled (Workflows is the core), and others can be turned on or off to match what your firm actually uses.
How modules affect the experience
- A disabled module is hidden from the main sidebar — its pages, menu items, and settings disappear for everyone in the organisation.
- Data captured while the module was enabled is preserved. Re-enabling a module brings it all back.
- Module availability sometimes depends on your subscription tier (e.g. AML/KYC requires Professional).
Modules
- Workflows — the core. Always enabled.
- Invoicing — estimates, invoices, receipts, credit notes.
- Timesheets & Leaves — time entries, weekly approval, leave requests, and balances.
- AML/KYC — client risk assessments, verification documents, and compliance reports.
How to change which modules are active
Module on/off is administered as part of your subscription. Open Settings > Billing to see your plan and what's included. To enable or disable a specific module outside your plan's defaults, contact support or your platform administrator — they can adjust the toggle for your organisation.
Tip: Disabling a module hides it from the navigation but does not delete the data behind it. Use this when one part of your firm wants to trial the platform without exposing teammates to features they won't use yet.