Enterprise Features – How They Help an Enterprise-Level Company
This guide describes each enterprise-level capability in simple language. No technical knowledge required.
Branch, Warehouses & Departments
Multi-entity and multi-location structure for organizing your enterprise
- Multi-entity and multi-location structure: model your group with branches (e.g. legal entities, regions) and warehouses (e.g. sites, depots) so you know where activity and stock sit.
- Departments give you a way to segment the organisation (e.g. by function or business unit) for access, cost allocation, and reporting.
- Record transactions by branch or location so every sale, purchase, or movement is attributable to the right entity or site.
- Reports and P&L can be filtered or rolled up by branch, warehouse, or department so you get entity-level and group-level views.
- One structure for the whole group so finance, operations, and audit work from the same organisational model.
Why it matters
Branch, warehouses, and departments provide the organizational foundation for enterprise operations. They enable you to model complex multi-entity structures, track activity by location, and generate both entity-level and consolidated reports. This unified structure ensures finance, operations, and audit teams work from the same organizational model, reducing confusion and improving accuracy.
Chart of Accounts, Account Ledger & Account Transfers
Financial foundation with complete transaction traceability
- Group and inter-company clarity: a consistent chart of accounts across entities so group reporting and consolidation use the same codes.
- Account ledger shows every transaction that built a balance so you can verify any number and support month-end, audits, and "where did this come from?" questions.
- Account transfers give a traceable record of inter-branch or inter-entity cash movement so you know why balances changed and can reconcile across the group.
- No double-counting or lost money: transfers update both sides so books stay correct and you can explain every movement to auditors and management.
- One foundation for group finance: same accounts, same ledger, same transfer logic so entity and group close are aligned.
Why it matters
The chart of accounts, account ledger, and account transfers form the financial backbone of enterprise operations. They provide a consistent structure across entities, complete transaction traceability, and clear audit trails for inter-company movements. This ensures accurate group reporting, supports month-end processes, and enables you to answer any financial question with confidence.
Tax Settings, GST and Tax Reports
Multi-jurisdiction tax compliance and reporting
- Multi-jurisdiction compliance: set up tax rules per entity or per jurisdiction so each location bills and reports correctly for local requirements.
- Correct tax on every invoice so customers get proper documents and you stay compliant across regions and entities.
- Tax reports give you a clear view of tax position by period and by entity so you can file returns and answer audits without pulling data from multiple systems.
- Reduces risk of errors and penalties when operating in several jurisdictions; one place to manage tax configuration at scale.
- Supports group tax reporting: see tax by entity or roll up for group-level filing and planning.
Why it matters
Tax settings, GST, and tax reports ensure enterprise-level companies stay compliant across multiple jurisdictions. By configuring tax rules per entity or jurisdiction, you ensure correct billing and reporting everywhere you operate. Tax reports provide clear visibility into your tax position, making filing returns and responding to audits straightforward and reducing the risk of errors and penalties.
Integrations & API Keys
Connect and automate workflows across your technology stack
- Automation and data sync across systems: push invoices, payments, or master data to or from other tools so finance and operations don't duplicate work.
- API keys enable secure, controlled access for integrations and custom apps so you can build workflows (e.g. auto-create invoice from order, sync to ERP) while keeping access auditable.
- Reduces manual data entry and reconciliation when you run multiple systems; one source of truth can feed or be fed by the rest of the stack.
- Supports scale: process consistency and speed when many entities, users, and transactions depend on systems talking to each other.
- IT can govern which systems connect and how, so integration stays secure and maintainable.
Why it matters
Integrations and API keys enable enterprise companies to connect their ERP with other systems, automating workflows and eliminating duplicate data entry. By providing secure, controlled access through API keys, you can build custom integrations while maintaining security and auditability. This reduces manual work, improves data consistency, and ensures your systems work together seamlessly at scale.
Automated Reminders
Process consistency at scale with scheduled follow-ups
- Process consistency at scale: the same reminder logic applies to every invoice, contract, or renewal so no entity or team is missed.
- Payment reminders for overdue invoices so collections happen on a schedule and you don't rely on individuals to remember every follow-up.
- Renewal and contract reminders so high-value and multi-party deals get timely attention before expiry or auto-renewal.
- Reduces variation between entities and teams; head office can set the rules and every location follows them.
- Frees staff from repetitive follow-up so they focus on exceptions and relationship-led conversations.
Why it matters
Automated reminders ensure process consistency across your enterprise. By applying the same reminder logic to every invoice, contract, or renewal, you ensure nothing falls through the cracks and collections happen on schedule. This reduces variation between entities and teams, frees staff from repetitive tasks, and ensures high-value deals get timely attention.
Users & Activity Logs
Role-based access control with complete audit trails
- Role-based access: grant access by role (e.g. by entity, department, or function) so users see only what they need and sensitive data is protected.
- Segregation of duties: limit who can approve, post, or delete so no single person can bypass controls; supports internal control and audit requirements.
- Activity logs give a traceable record of actions so you can answer "who changed this?" or "when was this approved?" for audits and investigations.
- Onboarding and offboarding: add or remove users and adjust roles so access stays aligned with the organisation as it grows or changes.
- Essential for compliance and audit: demonstrate who had access and what was done with the data.
Why it matters
Users and activity logs provide the security and compliance foundation for enterprise operations. Role-based access ensures users see only what they need, while segregation of duties prevents any single person from bypassing controls. Activity logs create a complete audit trail, enabling you to answer any compliance or security question and demonstrate proper access controls to auditors.
Organization Backups & File Imports
Data control, migration, and business continuity
- Data control: backups give you a copy of your data under your control so you can restore or move to another environment if needed.
- Migration: import masters and, where supported, transactions from legacy systems or spreadsheets so you can consolidate or go live without re-keying everything.
- Reduces risk of data loss; scheduled or on-demand backups support business continuity and disaster recovery.
- File imports speed up rollout to new entities or departments when you have data in spreadsheets or exports from other systems.
- Supports governance: know where your data lives and how to restore or migrate it for audits and vendor or platform changes.
Why it matters
Organization backups and file imports give enterprise companies control over their data. Backups ensure business continuity and disaster recovery, while file imports enable efficient migration from legacy systems and rapid rollout to new entities. This supports governance requirements and ensures you can restore or migrate data whenever needed.
Contracts & Proposals
Governance for high-value and multi-party deals
- Governance for high-value and multi-party deals: one record per contract with key terms, dates, and value so legal and commercial can see what was agreed without opening every document.
- Proposals give a standard way to quote; when the deal is won, convert to order or invoice so scope and price flow through without re-typing and with a clear audit trail.
- Link invoices to contracts so you see total billed vs contract value and stay within agreed limits and approvals.
- Renewal tracking and reminders so long-term and group contracts don't lapse unnoticed; process consistency across entities and deal size.
- Attach signed contracts and amendments to the record so the latest agreed terms are available for audit and dispute resolution.
Why it matters
Contracts and proposals provide governance for enterprise-level deals. By maintaining one record per contract with key terms and linking invoices, you ensure compliance with agreed limits and create a clear audit trail. Proposals standardize the quoting process, while renewal tracking ensures long-term contracts don't lapse. This supports legal, commercial, and audit requirements across the enterprise.
Purchase Orders
Approval flows and procurement control at scale
- Approval flows and procurement control: ensure POs are approved by the right level (e.g. by value or category) so spend is authorised before commitment.
- PO settings put approval and defaults in one place so every entity and buyer follows the same process; no ad-hoc approvals or inconsistent terms.
- Track what's on order, from whom, and what's been received and paid so procurement and finance have one record for every commitment.
- Supports segregation of duties: creators and approvers can be different roles so no single person can commit the company without check.
- Scale consistently: when you add entities or buyers, the same PO settings and approval rules apply so procurement control is uniform across the group.
Why it matters
Purchase orders provide procurement control and approval workflows for enterprise operations. By ensuring POs are approved at the right level and maintaining consistent settings across entities, you prevent unauthorized spending and ensure uniform procurement processes. Tracking commitments, deliveries, and payments in one place gives procurement and finance complete visibility, while segregation of duties supports internal controls.
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