Approval workflow help index

Britixo CRM workspace overview

Britixo CRM workspace overviewUnderstand how customers, sales, projects, support and reporting connect in one workspace.Getting started

Sign in to the staff admin area

Sign in to the staff admin areaAccess the secure staff workspace and understand login, password and two-factor prompts.Getting started

Complete the initial company setup

Complete the initial company setupConfigure identity, locale, company information, branding and essential operational defaults.Getting started

Understand roles, permissions and visible menus

Understand roles, permissions and visible menusLearn why different users see different menu options and how permissions protect customer and financial data.Getting started

Use global search to find CRM records

Use global search to find CRM recordsFind customers, contacts, leads, invoices, projects, tasks and other records without opening each module.Getting started

Set your profile, language and password

Set your profile, language and passwordKeep personal details, interface language, signature, password and two-factor settings current.Getting started

Understand record statuses and activity history

Understand record statuses and activity historyRead status labels, timelines, notes and audit information before changing a record.Getting started

Prepare Britixo CRM for production use

Prepare Britixo CRM for production useFollow a practical readiness checklist covering email, cron, permissions, payments, backups and testing.Getting started

Use the corporate dashboard

Use the corporate dashboardRead high-level business metrics, recent activity and permission-aware widgets from one screen.Dashboard and navigation

Customise dashboard widgets

Customise dashboard widgetsShow, hide, reorder and reset personal dashboard widgets without changing other users.Dashboard and navigation

Use the top navigation and second header

Use the top navigation and second headerMove quickly between configured menu groups and understand the administrator-controlled second header.Dashboard and navigation

Use the calendar

Use the calendarReview and create calendar events alongside tasks, projects and other dated CRM activity.Dashboard and navigation

Create and manage reminders

Create and manage remindersCreate time-based reminders linked to customers, sales records and other supported items.Dashboard and navigation

Manage your to-do list

Manage your to-do listAdd, reorder, complete and remove personal to-do items.Dashboard and navigation

Use the media library

Use the media libraryUpload, organise and reuse media files available to supported editor fields.Dashboard and navigation

Use bulk PDF export

Use bulk PDF exportCreate downloadable PDF packages for supported sales records in a controlled batch.Dashboard and navigation

Create a customer

Create a customerCreate a company or individual customer record with billing, shipping and account details.Customers and contacts

Edit customer profile and account information

Edit customer profile and account informationUpdate customer identity, address, website, currency, language and account settings.Customers and contacts

Add and manage customer contacts

Add and manage customer contactsCreate portal-enabled contacts, assign email permissions and control contact status.Customers and contacts

Configure customer contact permissions

Configure customer contact permissionsChoose which portal areas a contact may access, including invoices, estimates, projects, contracts and support.Customers and contacts

Manage customer billing and shipping addresses

Manage customer billing and shipping addressesMaintain reusable billing and shipping details for accurate documents and tax handling.Customers and contacts

Use customer groups

Use customer groupsSegment customers for reporting, pricing context and operational organisation.Customers and contacts

Assign staff members to customers

Assign staff members to customersRestrict or organise customer ownership by assigning responsible staff.Customers and contacts

Upload and share customer files

Upload and share customer filesStore attachments and control whether each file is visible in the client portal.Customers and contacts

Add notes and reminders to a customer

Add notes and reminders to a customerRecord internal context and schedule follow-up without exposing private notes to the client.Customers and contacts

Import customers and contacts

Import customers and contactsPrepare a structured import file, map fields and review results before using imported records.Customers and contacts

Deactivate or delete a customer safely

Deactivate or delete a customer safelyUnderstand the difference between status changes and deletion, including linked-record restrictions.Customers and contacts

Create a lead manually

Create a lead manuallyCapture prospect details, source, status, value, tags and assigned staff.Leads and sales pipeline

Use the leads list view

Use the leads list viewFilter, sort, search and perform controlled bulk actions across lead records.Leads and sales pipeline

Use the leads Kanban pipeline

Use the leads Kanban pipelineMove leads between statuses visually and focus on active opportunities.Leads and sales pipeline

Configure lead statuses

Configure lead statusesCreate and order pipeline stages that match the organisation’s qualification process.Leads and sales pipeline

Configure lead sources

Configure lead sourcesTrack where prospects originate for attribution and performance reporting.Leads and sales pipeline

Assign and reassign leads

Assign and reassign leadsTransfer ownership while preserving notes, activity and communication history.Leads and sales pipeline

Add lead notes, activities and attachments

Add lead notes, activities and attachmentsBuild a complete internal timeline of calls, decisions, files and follow-up actions.Leads and sales pipeline

Mark leads as lost or junk

Mark leads as lost or junkRemove unsuitable leads from the active pipeline without immediately deleting their history.Leads and sales pipeline

Convert a lead to a customer

Convert a lead to a customerCreate a customer and contact from a qualified lead while carrying forward relevant information.Leads and sales pipeline

Create a web-to-lead form

Create a web-to-lead formBuild an embeddable form that creates leads automatically from a website.Leads and sales pipeline

Configure lead email integration

Configure lead email integrationCreate leads from incoming email after mailbox, cron and routing settings are correctly configured.Leads and sales pipeline

Create a proposal

Create a proposalPrepare a persuasive sales proposal linked to a lead or customer.Proposals, estimates and requests

Edit proposal content and items

Edit proposal content and itemsUpdate subject, recipient, dates, currency, items, terms and rich proposal content.Proposals, estimates and requests

Send a proposal by email

Send a proposal by emailSend the client-facing proposal link using the configured email template.Proposals, estimates and requests

Track proposal status and acceptance

Track proposal status and acceptanceReview open, revised, accepted and declined activity and preserve acceptance information.Proposals, estimates and requests

Convert a proposal to an estimate or invoice

Convert a proposal to an estimate or invoiceReuse accepted proposal information to create the next sales document without retyping items.Proposals, estimates and requests

Create an estimate

Create an estimateBuild a priced estimate for a customer with items, taxes, discount, dates and terms.Proposals, estimates and requests

Send and manage an estimate

Send and manage an estimateEmail, download, copy, update status and review client acceptance or decline activity.Proposals, estimates and requests

Convert an estimate to an invoice

Convert an estimate to an invoiceGenerate an invoice from an approved estimate while preserving customer and line-item details.Proposals, estimates and requests

Use estimate pipeline view

Use estimate pipeline viewReview estimates visually by status and open records directly from the pipeline.Proposals, estimates and requests

Receive and manage estimate requests

Receive and manage estimate requestsReview customer or public requests, assign staff, change status and convert qualified requests.Proposals, estimates and requests

Create an estimate request form

Create an estimate request formDesign and publish a request form with the fields needed to qualify work.Proposals, estimates and requests

Configure estimate request statuses

Configure estimate request statusesCreate a clear internal workflow for new, reviewed, qualified and closed requests.Proposals, estimates and requests

Create an invoice

Create an invoiceIssue a customer invoice with accurate dates, currency, items, tax, discount and payment terms.Invoices, payments and credit notes

Edit a draft invoice

Edit a draft invoiceCorrect customer details, line items, dates and terms before the invoice is finalised or paid.Invoices, payments and credit notes

Send an invoice to a customer

Send an invoice to a customerDeliver the client portal link and PDF using the invoice email template.Invoices, payments and credit notes

Create and edit a recurring invoice

Create and edit a recurring invoiceConfigure an invoice template that generates future invoices on a defined schedule.Invoices, payments and credit notes

Understand recurring invoice generation

Understand recurring invoice generationLearn how cron, next invoice date and recurrence limits control automated invoice creation.Invoices, payments and credit notes

Record an invoice payment

Record an invoice paymentApply an offline or manually confirmed payment with amount, date, mode and transaction reference.Invoices, payments and credit notes

Record a batch payment

Record a batch paymentAllocate one received amount across multiple outstanding invoices when supported by the selected records.Invoices, payments and credit notes

Manage payment records and receipts

Manage payment records and receiptsReview, email, download or remove payment records according to permissions and accounting controls.Invoices, payments and credit notes

Send overdue invoice notices

Send overdue invoice noticesSend a controlled reminder and understand automated overdue reminder settings.Invoices, payments and credit notes

Pause and resume overdue reminders

Pause and resume overdue remindersTemporarily stop automatic overdue messages for a specific invoice and resume them later.Invoices, payments and credit notes

Create a credit note

Create a credit noteIssue a credit against a customer account with items, taxes and an explanatory reference.Invoices, payments and credit notes

Create a credit note from an invoice

Create a credit note from an invoiceReuse invoice lines when reversing or adjusting all or part of a billed amount.Invoices, payments and credit notes

Apply credit to an invoice

Apply credit to an invoiceAllocate available customer credit to one or more outstanding invoices.Invoices, payments and credit notes

Record and manage a credit note refund

Record and manage a credit note refundDocument money returned to the customer and maintain the remaining credit balance.Invoices, payments and credit notes

Export invoices and sales PDFs

Export invoices and sales PDFsDownload individual or grouped invoice documents for audit, customer service or archiving.Invoices, payments and credit notes

Understand subscriptions in Britixo CRM

Understand subscriptions in Britixo CRMLearn how recurring online billing differs from recurring invoices and when each model is appropriate.Subscriptions and recurring revenue

Create a customer subscription

Create a customer subscriptionConfigure a recurring plan with customer, billing interval, amount, tax and gateway information.Subscriptions and recurring revenue

Edit and synchronise a subscription

Edit and synchronise a subscriptionUpdate supported local settings and synchronise the CRM record with its payment provider.Subscriptions and recurring revenue

Send a subscription link by email

Send a subscription link by emailInvite the customer to review and complete the subscription flow through the client-facing link.Subscriptions and recurring revenue

Cancel or resume a subscription

Cancel or resume a subscriptionControl recurring billing while preserving the history and gateway relationship.Subscriptions and recurring revenue

Configure online payment gateways

Configure online payment gatewaysEnable supported gateways, add credentials, select currencies and test checkout before production use.Subscriptions and recurring revenue

Troubleshoot subscription and webhook updates

Troubleshoot subscription and webhook updatesDiagnose missing status changes, failed charges and webhook or cron communication problems.Subscriptions and recurring revenue

Create an expense

Create an expenseRecord a business cost with category, date, amount, tax, payment mode, customer or project relationship.Expenses, items and finance setup

Attach a receipt to an expense

Attach a receipt to an expenseUpload supporting evidence and keep the file linked to the expense record.Expenses, items and finance setup

Create a recurring expense

Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.Expenses, items and finance setup

Convert a billable expense to an invoice

Convert a billable expense to an invoiceCharge a customer for an eligible expense while preserving the source relationship.Expenses, items and finance setup

Import expenses

Import expensesPrepare and validate expense data for controlled bulk import.Expenses, items and finance setup

Configure expense categories

Configure expense categoriesCreate consistent categories for entry, filtering and reporting.Expenses, items and finance setup

Create products and services

Create products and servicesMaintain reusable descriptions, rates, tax defaults and item groups for sales documents.Expenses, items and finance setup

Import and organise invoice items

Import and organise invoice itemsBulk-load items, group them logically and keep standard rates current.Expenses, items and finance setup

Configure taxes

Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.Expenses, items and finance setup

Configure currencies and base currency

Configure currencies and base currencyAdd supported currencies and understand the restrictions around the system base currency.Expenses, items and finance setup

Configure payment modes

Configure payment modesDefine offline payment methods and control which options are shown to customers.Expenses, items and finance setup

Create a project

Create a projectSet up a customer project with dates, billing type, members, progress and visibility options.Projects, tasks and time tracking

Configure project members and permissions

Configure project members and permissionsChoose the staff who can access and work on the project.Projects, tasks and time tracking

Create and manage project milestones

Create and manage project milestonesBreak delivery into ordered stages with due dates and visual status.Projects, tasks and time tracking

Use project overview and progress

Use project overview and progressReview project health, tracked time, tasks, milestones, financials and recent activity.Projects, tasks and time tracking

Use the project Gantt chart

Use the project Gantt chartVisualise task dates, dependencies and delivery sequence on a timeline.Projects, tasks and time tracking

Manage project files and client visibility

Manage project files and client visibilityUpload internal or client-visible files and update file descriptions.Projects, tasks and time tracking

Use project discussions

Use project discussionsCreate threaded project conversations and control client visibility.Projects, tasks and time tracking

Record project expenses

Record project expensesCreate project-related costs and mark eligible expenses billable to the customer.Projects, tasks and time tracking

Create a task

Create a taskDefine work with assignees, followers, dates, priority, relation and description.Projects, tasks and time tracking

Use task list and Kanban views

Use task list and Kanban viewsFilter tasks, change view and move work through statuses.Projects, tasks and time tracking

Use task checklists and attachments

Use task checklists and attachmentsBreak work into verifiable steps and keep supporting files with the task.Projects, tasks and time tracking

Track time with task timers

Track time with task timersStart, stop, edit and review time entries while respecting permissions.Projects, tasks and time tracking

Create billable task time on an invoice

Create billable task time on an invoiceSelect eligible unbilled time and convert it into invoice line items.Projects, tasks and time tracking

Copy tasks and manage recurring tasks

Copy tasks and manage recurring tasksReuse task structures and automate repeat work without duplicating setup manually.Projects, tasks and time tracking

Create a support ticket

Create a support ticketLog a customer or internal support request with contact, department, service, priority and message.Support and knowledge base

Reply to and manage a ticket

Reply to and manage a ticketSend replies, add private notes, change status and coordinate ownership.Support and knowledge base

Use ticket statuses, priorities and services

Use ticket statuses, priorities and servicesConfigure the controlled values used to route and report support work.Support and knowledge base

Configure support departments

Configure support departmentsCreate teams, assign members and configure department email piping where required.Support and knowledge base

Configure email piping for tickets

Configure email piping for ticketsTurn incoming support email into tickets after mailbox and cron settings are tested.Support and knowledge base

Use predefined ticket replies

Use predefined ticket repliesCreate reusable response content and insert it into ticket replies.Support and knowledge base

Configure ticket spam filters

Configure ticket spam filtersBlock unwanted senders, subjects or message patterns from creating support work.Support and knowledge base

Use AI ticket summary and reply suggestions

Use AI ticket summary and reply suggestionsGenerate an assisted summary or draft response while keeping staff responsible for final review.Support and knowledge base

Create a knowledge base article

Create a knowledge base articleWrite a searchable self-service article and assign it to a group.Support and knowledge base

Organise knowledge base groups

Organise knowledge base groupsCreate, reorder, colour and publish article groups.Support and knowledge base

Publish or hide knowledge base content

Publish or hide knowledge base contentControl whether an article is available to customers and public visitors.Support and knowledge base

Review knowledge base performance

Review knowledge base performanceUse article views and usefulness feedback to improve self-service content.Support and knowledge base

Create a contract

Create a contractCreate a customer contract with subject, value, dates, type and rich contract content.Contracts and documents

Use contract templates

Use contract templatesReuse approved wording when drafting a new or existing contract.Contracts and documents

Send a contract for review and signature

Send a contract for review and signatureEmail the secure client link and monitor signature status.Contracts and documents

Manage contract signatures

Manage contract signaturesReview signed information and clear or update signature state only when operationally justified.Contracts and documents

Renew a contract

Renew a contractCreate a renewal entry with revised dates, value and notes while keeping history.Contracts and documents

Manage contract comments, notes and attachments

Manage contract comments, notes and attachmentsKeep internal context, customer collaboration and supporting files organised.Contracts and documents

Configure contract types

Configure contract typesCreate consistent contract classifications for filtering and reporting.Contracts and documents

Create a staff account

Create a staff accountAdd a team member with contact details, role, departments and access status.Staff, roles and organisation

Edit staff profile and status

Edit staff profile and statusUpdate profile information, language, signature and active status.Staff, roles and organisation

Create and manage roles

Create and manage rolesDefine reusable permission sets for CRM modules and sensitive actions.Staff, roles and organisation

Assign individual staff permissions

Assign individual staff permissionsApply role permissions and any supported user-specific adjustments carefully.Staff, roles and organisation

Assign staff to support departments

Assign staff to support departmentsControl which staff receive and work on departmental tickets.Staff, roles and organisation

Review a staff member profile and activity

Review a staff member profile and activityView assigned work, activity, projects, tasks and timesheets according to permissions.Staff, roles and organisation

Manage staff timesheets

Manage staff timesheetsReview time entries by member, date and related task before billing or reporting.Staff, roles and organisation

Configure staff two-factor authentication

Configure staff two-factor authenticationEnable and verify an additional authentication factor for staff login.Staff, roles and organisation

Deactivate staff access safely

Deactivate staff access safelyRemove login access while preserving ownership history and reassigning active work.Staff, roles and organisation

Configure SMTP email delivery

Configure SMTP email deliveryConnect the approved mail service and send a test message before enabling live workflows.Email and communications

Connect Google or Microsoft SMTP OAuth

Connect Google or Microsoft SMTP OAuthAuthorise supported providers without storing a normal mailbox password.Email and communications

Edit email templates

Edit email templatesCustomise subjects and content while preserving required merge fields and links.Email and communications

Enable or disable email templates

Enable or disable email templatesControl individual messages or entire template groups without deleting content.Email and communications

Review queued email and delivery issues

Review queued email and delivery issuesInspect pending messages and clear the queue only after identifying the underlying problem.Email and communications

Schedule an invoice email

Schedule an invoice emailChoose a future date and time for an invoice message.Email and communications

Schedule an estimate email

Schedule an estimate emailPrepare a future estimate delivery while keeping the document available for review.Email and communications

Create and publish an announcement

Create and publish an announcementSend time-limited internal announcements to selected staff audiences.Email and communications

Use sales reports

Use sales reportsAnalyse invoices, payments, estimates, proposals, items, taxes and credit notes.Reports, goals and surveys

Use expenses and income reports

Use expenses and income reportsCompare operational costs and revenue over selected periods.Reports, goals and surveys

Use customer reports

Use customer reportsReview customer acquisition, groups and account-level performance.Reports, goals and surveys

Use lead reports

Use lead reportsMeasure lead volume, source, status, conversion and monthly trends.Reports, goals and surveys

Use timesheet reports

Use timesheet reportsReview tracked time by staff, project, task and period.Reports, goals and surveys

Create and manage goals

Create and manage goalsSet measurable targets, assign responsibility and review progress toward the selected goal type.Reports, goals and surveys

Create a survey

Create a surveyBuild a questionnaire with ordered questions, descriptions and publication settings.Reports, goals and surveys

Send a survey and manage mailing lists

Send a survey and manage mailing listsInvite selected contacts or imported email lists and avoid duplicate sends.Reports, goals and surveys

Review survey results

Review survey resultsAnalyse individual answers and aggregate response patterns.Reports, goals and surveys

Client portal overview

Client portal overviewUnderstand the areas a contact can see and how staff permissions differ from contact permissions.Client portal

Invite a contact to the client portal

Invite a contact to the client portalCreate login access and send the contact the appropriate account or password setup message.Client portal

Help a client view and pay invoices

Help a client view and pay invoicesGuide a customer through invoice details, PDF download and available online payment options.Client portal

Help a client review estimates and proposals

Help a client review estimates and proposalsExplain how customers view, comment, accept or decline supported sales documents.Client portal

Help a client sign a contract

Help a client sign a contractGuide an authorised contact through review and electronic signature.Client portal

Help a client follow projects and tasks

Help a client follow projects and tasksShow client-visible milestones, tasks, discussions, files and progress.Client portal

Help a client create and follow support tickets

Help a client create and follow support ticketsExplain ticket creation, replies, attachments and status updates.Client portal

Troubleshoot missing client portal sections

Troubleshoot missing client portal sectionsCheck contact permissions, customer relationship, document status and visibility settings.Client portal

Configure GDPR and consent purposes

Configure GDPR and consent purposesDefine consent purposes and enable the privacy tools required by the organisation.Data, privacy and security

Record and review contact consent

Record and review contact consentCapture opt-in or opt-out evidence for configured consent purposes.Data, privacy and security

Handle a data removal request

Handle a data removal requestReview the request, assess linked records and update status using the organisation’s legal process.Data, privacy and security

Export CRM data

Export CRM dataGenerate supported data exports for portability, audit or controlled analysis.Data, privacy and security

Create and restore database backups safely

Create and restore database backups safelyCreate, download, schedule and retain database backups according to an approved recovery policy.Data, privacy and security

Review the activity log

Review the activity logAudit important staff and system actions and clear logs only under an approved retention policy.Data, privacy and security

Configure password, session and two-factor security

Configure password, session and two-factor securityApply strong authentication practices and understand session-clearing controls.Data, privacy and security

Manage spam filters and blocked senders

Manage spam filters and blocked sendersReduce unwanted support traffic while avoiding over-broad rules that block valid customers.Data, privacy and security

Configure general system settings

Configure general system settingsManage company, localisation, finance, customers, tasks, support, cron and other application options.System settings and customisation

Create custom fields

Create custom fieldsAdd structured fields to supported record types and choose visibility and validation behaviour.System settings and customisation

Manage installed modules

Manage installed modulesActivate, deactivate, update or uninstall modules while protecting data and compatibility.System settings and customisation

Customise the main and setup menus

Customise the main and setup menusReorder, hide or reset supported admin menu items through the menu setup module.System settings and customisation

Configure the second header menu

Configure the second header menuRename, reorder and show or hide second-header groups and links.System settings and customisation

Customise theme and interface styling

Customise theme and interface stylingApply supported visual settings and reset them without editing core application files.System settings and customisation

Configure company logos and favicon

Configure company logos and faviconUpload production-ready brand assets and verify light and dark interface contexts.System settings and customisation

Run and verify the cron job

Run and verify the cron jobConfigure scheduled processing for reminders, recurring records, email and automation.System settings and customisation

Use the Enterprise Solutions catalogue

Use the Enterprise Solutions catalogueBrowse bundled product, module and integration information and manage catalogue requests.Enterprise modules and integrations

Generate and export an e-invoice

Generate and export an e-invoiceValidate the configured template and create the supported electronic invoice output.Enterprise modules and integrations

Use AI text enhancement and ticket assistance

Use AI text enhancement and ticket assistanceImprove draft text, summarise tickets and suggest replies with human review before use.Enterprise modules and integrations

Configure and use the iDEAL payment integration

Configure and use the iDEAL payment integrationEnable the bundled iDEAL integration, configure webhook handling and test payment callbacks.Enterprise modules and integrations

Accounting & Bookkeeping module overview

Accounting & Bookkeeping module overviewUnderstand the complete Britixo Accounting & Bookkeeping workspace, its menu structure and how operational CRM records become double-entry accounting transactions.Accounting & Bookkeeping

Enable Accounting access and permissions

Enable Accounting access and permissionsAssign the minimum Accounting & Bookkeeping capabilities required for each role without exposing settings or destructive actions unnecessarily.Accounting & Bookkeeping

Use the Accounting dashboard

Use the Accounting dashboardReview conversion status, income and sales summaries and the high-level accounting position from the module dashboard.Accounting & Bookkeeping

Understand double-entry accounting in Britixo

Understand double-entry accounting in BritixoLearn how debits, credits, source records, ledger accounts and balanced journal lines work inside the module.Accounting & Bookkeeping

Complete the Accounting setup checklist

Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping

Configure general Accounting settings

Configure general Accounting settingsSet the financial-year, accounting basis, book-closing and automatic-conversion defaults used throughout the module.Accounting & Bookkeeping

Choose cash or accrual accounting

Choose cash or accrual accountingUnderstand the accounting-basis setting and how it changes the timing of income and expense recognition.Accounting & Bookkeeping

Configure the financial year and close books

Configure the financial year and close booksDefine reporting boundaries and protect completed periods from unauthorised back-dated changes.Accounting & Bookkeeping

Configure account numbers and default accounts

Configure account numbers and default accountsStandardise ledger numbering and select the accounts used as controlled defaults by conversion workflows.Accounting & Bookkeeping

Troubleshoot a hidden Accounting menu or action

Troubleshoot a hidden Accounting menu or actionIdentify whether a missing screen is caused by permissions, inactive integrations, configuration or record state.Accounting & Bookkeeping

Chart of Accounts overview

Chart of Accounts overviewUnderstand the ledger account list, account types, active status, balances and how accounts are used by mappings and reports.Accounting & Bookkeeping

Create and edit a Chart of Accounts account

Create and edit a Chart of Accounts accountAdd a ledger account with the correct type, detail classification, number, name and opening information.Accounting & Bookkeeping

Import a Chart of Accounts

Import a Chart of AccountsUse the module's spreadsheet sample and validation flow to create multiple ledger accounts without duplicates or malformed classifications.Accounting & Bookkeeping

Activate, deactivate or delete an account safely

Activate, deactivate or delete an account safelyControl future use of a ledger account while protecting posted history and mapped workflows.Accounting & Bookkeeping

Configure account type details

Configure account type detailsMaintain the detailed classifications available beneath the module's main account types and control how accounts group in reports.Accounting & Bookkeeping

Create and manage accounting classes

Create and manage accounting classesAdd optional classes for segmenting transactions and reporting across departments, locations or other approved dimensions.Accounting & Bookkeeping

Use account registers

Use account registersReview ledger activity by account, inspect balances and trace transactions back to their source records.Accounting & Bookkeeping

Add or edit a manual register transaction

Add or edit a manual register transactionRecord a controlled manual debit-and-credit transaction directly from the registers area when no supported source document exists.Accounting & Bookkeeping

Filter and export account registers

Filter and export account registersNarrow register activity by account and transaction attributes, then retain a controlled output for review or audit.Accounting & Bookkeeping

Accounting mapping setup overview

Accounting mapping setup overviewConnect CRM source records and optional modules to the correct debit and credit accounts before automatic conversion is enabled.Accounting & Bookkeeping

Configure sales invoice account mappings

Configure sales invoice account mappingsDefine how customer invoices post to accounts receivable, income, discounts, taxes and item-specific accounts.Accounting & Bookkeeping

Configure payment mode account mappings

Configure payment mode account mappingsMap each CRM payment mode to the correct cash, bank or clearing account for received and paid transactions.Accounting & Bookkeeping

Configure credit note and refund mappings

Configure credit note and refund mappingsSet the accounts used when customer credit notes are created, applied to invoices or refunded.Accounting & Bookkeeping

Configure expense category account mappings

Configure expense category account mappingsMap CRM expense categories to expense accounts and control the accounting classification of direct and recurring expenses.Accounting & Bookkeeping

Configure tax account mappings

Configure tax account mappingsConnect each CRM tax rate to the correct input-tax or output-tax ledger account used by sales and purchase transactions.Accounting & Bookkeeping

Configure item and item-group mappings

Configure item and item-group mappingsRoute sales and related item activity to specific income, cost or inventory accounts instead of relying only on global defaults.Accounting & Bookkeeping

Configure payroll and payslip mappings

Configure payroll and payslip mappingsMap supported payroll payslip components to wage, liability, tax and cash or payable accounts.Accounting & Bookkeeping

Configure Purchase module mappings

Configure Purchase module mappingsMap purchase orders, supplier invoices, payments, refunds, returns and debit notes when the Purchase module is active.Accounting & Bookkeeping

Configure Warehouse account mappings

Configure Warehouse account mappingsMap stock receipts, deliveries, opening stock and loss adjustments to inventory, cost-of-sales and variance accounts.Accounting & Bookkeeping

Configure Manufacturing and Omni Sales mappings

Configure Manufacturing and Omni Sales mappingsSet the ledger accounts used for manufacturing material and labour costs and for Omni Sales returns and refunds.Accounting & Bookkeeping

Configure fixed-equipment account mappings

Configure fixed-equipment account mappingsMap assets, licences, components, consumables, maintenance and depreciation events from the Fixed Equipment module.Accounting & Bookkeeping

Accounting transaction centre overview

Accounting transaction centre overviewReview operational records by source type, see conversion status and open the accounting details created from each record.Accounting & Bookkeeping

Convert sales invoices to Accounting

Convert sales invoices to AccountingCreate balanced accounting entries from eligible Britixo CRM customer invoices and review the receivable, income and tax lines.Accounting & Bookkeeping

Convert invoice payments to Accounting

Convert invoice payments to AccountingPost received customer payments to the mapped cash, bank or clearing account and reduce accounts receivable.Accounting & Bookkeeping

Convert credit notes, applications and refunds

Convert credit notes, applications and refundsAccount for customer credits from initial credit note through invoice application or external refund.Accounting & Bookkeeping

Convert expenses and recurring expenses

Convert expenses and recurring expensesCreate accounting entries from manual, imported and automatically generated CRM expenses.Accounting & Bookkeeping

Review, correct or delete converted transactions

Review, correct or delete converted transactionsInspect linked accounting details and use the least destructive supported correction when a conversion is wrong.Accounting & Bookkeeping

Troubleshoot unconverted or incorrectly mapped transactions

Troubleshoot unconverted or incorrectly mapped transactionsFind why a source record did not convert or posted to unexpected ledger accounts.Accounting & Bookkeeping

Convert payslips to Accounting

Convert payslips to AccountingPost eligible Payroll payslip costs, deductions and liabilities when the Payroll integration is active.Accounting & Bookkeeping

Convert Purchase orders, invoices, payments and refunds

Convert Purchase orders, invoices, payments and refundsReview every Purchase integration transaction type and post eligible supplier activity using configured mappings.Accounting & Bookkeeping

Convert Warehouse and stock transactions

Convert Warehouse and stock transactionsPost approved stock receipts, deliveries, opening stock and loss adjustments when the Warehouse integration is active.Accounting & Bookkeeping

Convert manufacturing costs to Accounting

Convert manufacturing costs to AccountingPost material, labour and production-related costs from eligible Manufacturing orders.Accounting & Bookkeeping

Convert Omni Sales returns and refunds

Convert Omni Sales returns and refundsAccount separately for goods returned through Omni Sales and the related money refunded to the customer.Accounting & Bookkeeping

Convert fixed-equipment events to Accounting

Convert fixed-equipment events to AccountingPost acquisitions, licences, components, consumables, maintenance and depreciation from the Fixed Equipment module.Accounting & Bookkeeping

Banking workspace overview

Banking workspace overviewManage bank accounts, connected or imported feeds, posted transactions, matching and bank reconciliation from one permission-aware area.Accounting & Bookkeeping

Create and manage an Accounting bank account

Create and manage an Accounting bank accountAdd the bank or cash account used by feeds, registers, checks, transfers and reconciliation.Accounting & Bookkeeping

Configure Plaid bank-feed settings

Configure Plaid bank-feed settingsSet the environment and connection values used by the optional Plaid integration before connecting bank accounts.Accounting & Bookkeeping

Connect and sync a bank feed

Connect and sync a bank feedConnect an Accounting bank account to Plaid and retrieve eligible external bank transactions into the feed review queue.Accounting & Bookkeeping

Import bank transactions from a spreadsheet

Import bank transactions from a spreadsheetUse the supplied banking import format to load statement transactions when a connected feed is unavailable or inappropriate.Accounting & Bookkeeping

Review and edit banking feeds

Review and edit banking feedsFilter new bank activity, correct review fields and decide whether to add, match, ignore or defer each transaction.Accounting & Bookkeeping

Export, edit and re-import banking feeds

Export, edit and re-import banking feedsUse the supported Excel round trip to review or update feed fields in bulk without changing the original bank statement values carelessly.Accounting & Bookkeeping

Create banking rules

Create banking rulesAutomate repeatable classification or matching suggestions for feed transactions with consistent descriptions, payees or amounts.Accounting & Bookkeeping

Apply or undo a banking rule

Apply or undo a banking ruleReview rule output on feed transactions and reverse the rule assignment when it produced the wrong treatment.Accounting & Bookkeeping

Add a bank transaction from a feed

Add a bank transaction from a feedCreate a new Accounting transaction from a bank-feed row when no existing CRM or ledger transaction represents the movement.Accounting & Bookkeeping

Match a bank transaction

Match a bank transactionConnect a feed row to an existing Accounting transaction such as a customer payment, supplier payment, transfer or manual entry.Accounting & Bookkeeping

Bulk match bank transactions

Bulk match bank transactionsMatch a feed row or selected feed rows to multiple compatible Accounting transactions using the module's bulk-match tools.Accounting & Bookkeeping

Unmatch or correct a bank transaction

Unmatch or correct a bank transactionRemove an incorrect match and repair the Accounting or feed record without losing the original bank evidence.Accounting & Bookkeeping

Ignore, delete or restore bank-feed rows

Ignore, delete or restore bank-feed rowsHandle feed rows that are duplicates, informational or imported incorrectly without concealing genuine bank activity.Accounting & Bookkeeping

Use posted bank transactions and the banking register

Use posted bank transactions and the banking registerReview bank transactions already represented in Accounting and compare them with the bank-account ledger balance.Accounting & Bookkeeping

Reconcile a bank account

Reconcile a bank accountCompare the Accounting bank register with a bank statement and complete a controlled reconciliation for the statement period.Accounting & Bookkeeping

Make a reconciliation adjustment

Make a reconciliation adjustmentRecord an approved adjusting entry for a genuine bank difference that cannot be matched to an existing transaction.Accounting & Bookkeeping

Reopen or restore a bank reconciliation

Reopen or restore a bank reconciliationReturn a saved or completed reconciliation to review when an approved correction changes the underlying transactions.Accounting & Bookkeeping

Use bank reconciliation reports

Use bank reconciliation reportsReview completed reconciliation summaries and transaction-level details for each bank account and statement period.Accounting & Bookkeeping

Journal entries overview

Journal entries overviewUse manual multi-line journals for accruals, reclassifications, corrections and other approved accounting events not created by a source workflow.Accounting & Bookkeeping

Create and edit a journal entry

Create and edit a journal entryRecord a balanced multi-line accounting adjustment with clear dates, accounts, references and supporting detail.Accounting & Bookkeeping

Export, delete and bulk-manage journal entries

Export, delete and bulk-manage journal entriesUse journal export and bulk actions carefully while protecting approved ledger history.Accounting & Bookkeeping

Create a bank transfer

Create a bank transferMove value between two owned cash or bank accounts without treating the movement as income or expense.Accounting & Bookkeeping

Manage, correct and delete transfers

Manage, correct and delete transfersReview transfer history and correct an erroneous inter-account movement through the supported lifecycle.Accounting & Bookkeeping

Supplier bills overview

Supplier bills overviewCreate, approve, pay and track supplier bills inside Accounting while maintaining vendor, tax and ledger connections.Accounting & Bookkeeping

Create and edit a supplier bill

Create and edit a supplier billRecord a supplier liability with accurate vendor, dates, lines, accounts, tax, memo and attachments.Accounting & Bookkeeping

Create a recurring supplier bill

Create a recurring supplier billConfigure a bill to generate future supplier liabilities on a repeat schedule without re-entering the template each period.Accounting & Bookkeeping

Approve and manage bill statuses

Approve and manage bill statusesMove supplier bills through review and payable states before payment and prevent inappropriate payment actions.Accounting & Bookkeeping

Pay a supplier bill

Pay a supplier billRecord a payment against one or more approved supplier bills using check, card, electronic payment or cash methods.Accounting & Bookkeeping

Manage bill-payment allocations and attachments

Manage bill-payment allocations and attachmentsReview how a supplier payment is distributed across bills and maintain supporting payment files without changing unrelated liabilities.Accounting & Bookkeeping

Vendor management overview

Vendor management overviewMaintain supplier identities, contact and payment information used by bills, checks and Accounts Payable reports.Accounting & Bookkeeping

Create and edit a vendor

Create and edit a vendorAdd a supplier with unique identity, contact, address and payment information for Accounting workflows.Accounting & Bookkeeping

Import vendors from a spreadsheet

Import vendors from a spreadsheetLoad multiple suppliers using the module's sample workbook and correct rejected rows safely.Accounting & Bookkeeping

Use the vendor profile and transaction history

Use the vendor profile and transaction historyReview supplier details, bills, payments and account position from the vendor profile.Accounting & Bookkeeping

Checks workspace overview

Checks workspace overviewConfigure, create, sign, print, reprint, register and void supplier checks while maintaining bill and bank-account links.Accounting & Bookkeeping

Configure check layout, bank details and signatures

Configure check layout, bank details and signaturesSelect a supported check style and control the bank address, company logo, numbering and signature presentation.Accounting & Bookkeeping

Create, sign and print a check

Create, sign and print a checkPrepare a check from approved bill payments or permitted transactions, then sign and print it through the controlled module workflow.Accounting & Bookkeeping

Use the check register, reprint and void controls

Use the check register, reprint and void controlsTrack check numbers and status, reprint only when justified and retain a clear void history for unusable or cancelled checks.Accounting & Bookkeeping

Link checks to supplier bills

Link checks to supplier billsSelect approved supplier bills for a check and keep the check amount, allocations and payable balances consistent.Accounting & Bookkeeping

Accounting budgets overview

Accounting budgets overviewPlan monthly, quarterly or annual Profit & Loss or Balance Sheet amounts and compare budget with actual Accounting results.Accounting & Bookkeeping

Create an Accounting budget

Create an Accounting budgetBuild a monthly, quarterly or annual ledger budget from scratch or from prior financial-year transactions.Accounting & Bookkeeping

Import, update or delete an Accounting budget

Import, update or delete an Accounting budgetMaintain budget values through the supported workbook or edit flow while protecting approved versions.Accounting & Bookkeeping

Use Accounting budget reports

Use Accounting budget reportsCompare saved Accounting budgets with actual ledger results using overview, variance and performance reports.Accounting & Bookkeeping

Project budgets overview

Project budgets overviewPlan and control project-level spending by category with manager ownership, dates, approval and export workflows.Accounting & Bookkeeping

Create and edit a project budget

Create and edit a project budgetSet a project's budget period, owner and detailed category limits before submitting it for approval.Accounting & Bookkeeping

Submit, approve, reject or void a project budget

Submit, approve, reject or void a project budgetMove a project budget through the configured approval chain and preserve the decision history.Accounting & Bookkeeping

Export a project budget

Export a project budgetCreate an Excel output of project budget details for controlled review, approval evidence or project reporting.Accounting & Bookkeeping

Configure project budget categories

Configure project budget categoriesCreate the approved category list used to structure project budgets, imprests and claims where applicable.Accounting & Bookkeeping

Check transactions against a project budget

Check transactions against a project budgetUse budget mappings and enforcement settings to compare proposed project spending with approved category limits.Accounting & Bookkeeping

Imprests overview

Imprests overviewRequest, approve, disburse and retire staff imprests while recording purpose, receipts, actual spending and variance.Accounting & Bookkeeping

Create and submit an imprest request

Create and submit an imprest requestRequest a controlled staff cash advance with project, category, amount, purpose, accounts and supporting attachments.Accounting & Bookkeeping

Approve and disburse an imprest

Approve and disburse an imprestReview an imprest request, complete the approval chain and confirm the advance payment and ledger impact.Accounting & Bookkeeping

Retire an imprest and record variance

Retire an imprest and record varianceRecord actual expenditure, receipts and the difference between the staff advance and eligible spending.Accounting & Bookkeeping

Review imprest ledger entries and attachments

Review imprest ledger entries and attachmentsAudit the disbursement, retirement, refunds and receipts connected to an imprest request.Accounting & Bookkeeping

Claims and reimbursements overview

Claims and reimbursements overviewSubmit staff expense claims, approve eligible amounts and record reimbursement or refund entries with project and category context.Accounting & Bookkeeping

Create, submit and review a claim

Create, submit and review a claimRecord a staff reimbursement request with project, category, amount, accounts and evidence before sending it for approval.Accounting & Bookkeeping

Approve, reject and reimburse a claim

Approve, reject and reimburse a claimReview claim evidence, complete approval and record payment to the staff claimant.Accounting & Bookkeeping

Manage claim refunds and ledger entries

Manage claim refunds and ledger entriesReview, edit or remove reimbursement records and confirm claim booking and payment entries remain accurate.Accounting & Bookkeeping

Configure Accounting approval workflows

Configure Accounting approval workflowsDefine approvers and approval steps for claims, project budgets and imprests using staff, manager and department relationships.Accounting & Bookkeeping

Understand Accounting approval statuses

Understand Accounting approval statusesInterpret draft, submitted, waiting, approved, rejected, paid, refunded, disbursed and retired states across controlled workflows.Accounting & Bookkeeping

Configure Accounting currency rates

Configure Accounting currency ratesMaintain exchange rates used by supported multi-currency accounting and reporting workflows.Accounting & Bookkeeping

Retrieve online currency rates and review logs

Retrieve online currency rates and review logsFetch available exchange rates from the configured online source and audit the retrieval results before use.Accounting & Bookkeeping

Modify income statement presentation

Modify income statement presentationCreate controlled presentation rules for Profit & Loss and related income-statement output without changing the underlying ledger transactions.Accounting & Bookkeeping

Reset Accounting configuration or data safely

Reset Accounting configuration or data safelyUnderstand the module's reset actions and use them only in an authorised recovery or pre-production process.Accounting & Bookkeeping

Remove invalid or wrongly mapped Accounting entries

Remove invalid or wrongly mapped Accounting entriesUse the module's maintenance actions only after identifying the exact invalid record or mapping problem and protecting audit history.Accounting & Bookkeeping

Accounting report centre overview

Accounting report centre overviewNavigate the full Accounting report catalogue and choose the correct statement, ledger, ageing, tax, banking or management report.Accounting & Bookkeeping

Use Balance Sheet reports

Use Balance Sheet reportsReview assets, liabilities and equity as of a selected date through standard, detail, summary and comparison views.Accounting & Bookkeeping

Use Profit & Loss reports

Use Profit & Loss reportsAnalyse income, cost of sales and expenses using standard, detail, comparison, year-to-date, 12-month and percentage views.Accounting & Bookkeeping

Use Cash Flow and Changes in Equity reports

Use Cash Flow and Changes in Equity reportsReview how operating, investing and financing activity changes cash and how profits, contributions and distributions change equity.Accounting & Bookkeeping

Use General Ledger, Journal and Trial Balance reports

Use General Ledger, Journal and Trial Balance reportsTrace every posted debit and credit, review journal sequence and confirm total debits equal total credits.Accounting & Bookkeeping

Use transaction and account audit reports

Use transaction and account audit reportsInvestigate ledger activity through Account History, Recent Transactions, Transaction Detail by Account and Transaction List by Date.Accounting & Bookkeeping

Use Accounts Receivable ageing reports

Use Accounts Receivable ageing reportsReview unpaid customer balances by age in summary and detailed invoice views.Accounting & Bookkeeping

Use Accounts Payable ageing reports

Use Accounts Payable ageing reportsReview unpaid supplier balances by age in summary and detailed bill or purchase-invoice views.Accounting & Bookkeeping

Use Tax Detail, Summary and Liability reports

Use Tax Detail, Summary and Liability reportsReview taxable transactions, totals by tax rate and the resulting tax payable or receivable position.Accounting & Bookkeeping

Use Deposit Detail and Check Detail reports

Use Deposit Detail and Check Detail reportsReview deposits and check activity by account, date, payee and transaction reference.Accounting & Bookkeeping

Use Income by Customer and Deposit Detail reports

Use Income by Customer and Deposit Detail reportsAnalyse revenue by customer and trace bank deposits back to the payments or transactions that produced them.Accounting & Bookkeeping

Use employee and time-activity reports

Use employee and time-activity reportsReview employee contact information and time-activity changes where the underlying Britixo features provide the data.Accounting & Bookkeeping

Review inventory and cost accounting results

Review inventory and cost accounting resultsUse ledger and financial reports to validate inventory, cost of sales and production or warehouse conversion results.Accounting & Bookkeeping

Review expense and finance results

Review expense and finance resultsAnalyse converted CRM expenses, supplier bills and related financial statement impact through detailed and summary reports.Accounting & Bookkeeping

Export, print and filter Accounting reports

Export, print and filter Accounting reportsProduce controlled PDF, spreadsheet or printed outputs with enough filter context to be reproducible.Accounting & Bookkeeping

Appointments & Scheduling module overview

Appointments & Scheduling module overviewUnderstand the complete appointment workspace, its staff, customer and public booking areas, and the records that connect services, providers, calendars, reminders, invoices and feedback.Appointments & Scheduling

Enable Appointments permissions

Enable Appointments permissionsGrant the minimum View, Create, Edit, Delete, Approve and View Reports capabilities required by each staff role.Appointments & Scheduling

Understand the Appointments menu

Understand the Appointments menuLearn which staff menu options appear and the permission required for each one.Appointments & Scheduling

Prepare Appointments & Scheduling for production use

Prepare Appointments & Scheduling for production useComplete the operational checklist required before staff or customers begin making bookings.Appointments & Scheduling

Configure general appointment settings

Configure general appointment settingsSet the default table view, summary, staff availability rules, date restrictions, dashboard widgets, calendar behaviour and customer-facing options.Appointments & Scheduling

Troubleshoot a hidden Appointments menu

Troubleshoot a hidden Appointments menuIdentify why the Appointments parent menu or one of its child pages is not visible to a staff member.Appointments & Scheduling

Understand appointment data, public links and security boundaries

Understand appointment data, public links and security boundariesLearn what appointment information is stored, how public hash links work and which actions remain permission-controlled.Appointments & Scheduling

Use the Appointments dashboard

Use the Appointments dashboardReview live appointment totals, status distribution, upcoming work and the shortcuts that lead to the operational list, calendar and reports.Appointments & Scheduling

Understand Appointments summary cards

Understand Appointments summary cardsInterpret the status and workload totals shown above appointment lists without confusing live operational counts with financial or performance reports.Appointments & Scheduling

Filter appointments by status, date and source

Filter appointments by status, date and sourceFind the exact appointment set using the module's built-in status, date, assignment, relationship and source filters.Appointments & Scheduling

Use My appointments and Assigned to me

Use My appointments and Assigned to meSeparate appointments created by you from appointments where you are the responsible provider or attendee.Appointments & Scheduling

Show Google Calendar events in the appointment table

Show Google Calendar events in the appointment tableInclude imported Google Calendar events beside Britixo appointments for a wider workload view without converting those events into native appointment records.Appointments & Scheduling

Choose the default Appointments filter

Choose the default Appointments filterSet the appointment list to open with the most useful operational view, such as upcoming, assigned or all records.Appointments & Scheduling

Open appointment details from the table

Open appointment details from the tableMove from a summary row into the full permission-aware appointment record to review status, people, timing, service, reminders, calendar and invoice data.Appointments & Scheduling

Use appointment tooltips and the universal calendar

Use appointment tooltips and the universal calendarReview appointment timing and essential context from calendar entries while keeping access controlled by the Britixo Appointments & Scheduling module.Appointments & Scheduling

Create an internal customer appointment

Create an internal customer appointmentBook an appointment from the staff area for an existing customer contact while retaining the customer, service, provider and communication links.Appointments & Scheduling

Create a lead-related appointment

Create a lead-related appointmentSchedule follow-up activity against a lead before that person becomes a customer contact.Appointments & Scheduling

Create a staff-only appointment

Create a staff-only appointmentSchedule an internal meeting or blocked work item without attaching it to a customer contact or lead.Appointments & Scheduling

Create or receive an external contact appointment

Create or receive an external contact appointmentUnderstand how a public or client booking becomes an external appointment associated with contact details and a pending or approved workflow.Appointments & Scheduling

Choose a service and provider

Choose a service and providerSelect a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly.Appointments & Scheduling

Select appointment date, time, duration and timezone

Select appointment date, time, duration and timezoneStore the appointment at the intended real-world time and ensure availability, reminders and calendar events use the correct timezone.Appointments & Scheduling

Add appointment subject, description, location and notes

Add appointment subject, description, location and notesRecord clear operational context for staff and participants while keeping internal notes separate from customer-facing content.Appointments & Scheduling

Add staff attendees to an appointment

Add staff attendees to an appointmentInvite additional Britixo staff members while preserving the selected provider as the responsible service owner.Appointments & Scheduling

Configure email and SMS reminders on an appointment

Configure email and SMS reminders on an appointmentSet record-level reminder timing and communication choices that the module's cron and notification flows can process.Appointments & Scheduling

Add and use appointment custom fields

Add and use appointment custom fieldsCapture organisation-specific appointment information through the module's supported custom-field integration.Appointments & Scheduling

Update an appointment

Update an appointmentChange permitted appointment details while keeping status, calendar, recurrence, reminders and participants consistent.Appointments & Scheduling

View the complete appointment record

View the complete appointment recordAudit every part of an appointment from one detail screen, including relationship, service, provider, participants, timing, status, reminders, calendar, invoice, feedback and history.Appointments & Scheduling

Understand appointment statuses

Understand appointment statusesUse Pending, In Progress, Completed, Cancelled and No Show consistently so notifications, reports, feedback and calendar actions reflect the real outcome.Appointments & Scheduling

Approve a pending appointment

Approve a pending appointmentAccept an eligible pending booking and allow configured confirmation, calendar and meeting actions to run.Appointments & Scheduling

Mark an appointment In Progress

Mark an appointment In ProgressMove an approved or pending operational record into active delivery when the appointment begins.Appointments & Scheduling

Mark an appointment Completed

Mark an appointment CompletedClose a successfully delivered appointment and make it eligible for completed-work reporting and configured feedback activity.Appointments & Scheduling

Mark an appointment No Show

Mark an appointment No ShowRecord that the participant did not attend while retaining the appointment for accurate service and staff reporting.Appointments & Scheduling

Cancel an appointment as staff

Cancel an appointment as staffCancel an appointment directly with authorised staff access and preserve the cancellation outcome, communication and history.Appointments & Scheduling

Change appointment status from the detail view

Change appointment status from the detail viewUse the state-aware controls on the appointment record instead of editing status indirectly through unrelated fields.Appointments & Scheduling

Process a pending client cancellation request

Process a pending client cancellation requestApprove or reject a customer's request without allowing the client portal to bypass staff control over the appointment lifecycle.Appointments & Scheduling

Understand status notifications and appointment activity

Understand status notifications and appointment activityTrace which lifecycle actions create history and which configured messages may be sent to customers, providers or attendees.Appointments & Scheduling

Delete an appointment safely

Delete an appointment safelyRemove an appointment only when deletion is appropriate and the organisation does not need its status, history, invoice, calendar or feedback evidence.Appointments & Scheduling

Appointments services overview

Appointments services overviewUnderstand how bookable services control provider eligibility, duration, buffers, price, colour and public availability.Appointments & Scheduling

Create an appointment service

Create an appointment serviceAdd a new bookable service with the duration, price, colour and provider relationships required by staff and public scheduling.Appointments & Scheduling

Edit service duration, price and colour

Edit service duration, price and colourUpdate how a service appears and behaves in future booking choices without changing past appointment facts.Appointments & Scheduling

Configure service buffers

Configure service buffersReserve preparation and follow-up time around appointments so adjacent bookings do not overlap operational work.Appointments & Scheduling

Assign providers to a service

Assign providers to a serviceControl which staff members appear as eligible providers when a service is selected.Appointments & Scheduling

Choose a primary service provider

Choose a primary service providerSet the preferred provider for a service while retaining other eligible staff as alternatives.Appointments & Scheduling

Activate or disable an appointment service

Activate or disable an appointment serviceControl whether a service can be selected for new bookings without removing historical appointment references.Appointments & Scheduling

Delete an unused appointment service

Delete an unused appointment serviceRemove a service only after confirming it is not needed for appointment history, reporting or future bookings.Appointments & Scheduling

Troubleshoot service and provider availability

Troubleshoot service and provider availabilityIdentify why a service, provider or time slot is missing from staff or public booking choices.Appointments & Scheduling

Company schedule overview

Company schedule overviewUnderstand the organisation-wide working windows used as the baseline for provider availability and public slot generation.Appointments & Scheduling

Configure company working hours

Configure company working hoursSet the normal opening and closing windows used when staff inherit the organisation schedule.Appointments & Scheduling

Close the company on specific weekdays

Close the company on specific weekdaysDisable normal booking availability on recurring closed weekdays such as weekends.Appointments & Scheduling

Configure staff working hours

Configure staff working hoursDefine provider-specific weekly availability or choose to inherit the company schedule.Appointments & Scheduling

Use the company schedule for staff

Use the company schedule for staffMake a provider inherit the organisation's current working hours and closures.Appointments & Scheduling

Override company hours for a provider

Override company hours for a providerGive one provider a different recurring weekly schedule without changing the organisation's baseline.Appointments & Scheduling

Configure blocked days and holidays

Configure blocked days and holidaysRemove one-off dates from booking availability without rewriting the normal weekly schedule.Appointments & Scheduling

Understand appointment time-slot generation

Understand appointment time-slot generationSee how Britixo turns schedule data into selectable appointment starts and why a visually open period may not produce a valid slot.Appointments & Scheduling

Understand busy-time conflict checks

Understand busy-time conflict checksPrevent overlapping appointments by understanding how provider bookings, schedule boundaries and connected calendar data affect availability.Appointments & Scheduling

Allow authorised staff bookings outside normal availability

Allow authorised staff bookings outside normal availabilityUnderstand the staff-side exception that can permit manual scheduling beyond standard hours while keeping public bookings constrained.Appointments & Scheduling

Troubleshoot no available appointment time slots

Troubleshoot no available appointment time slotsDiagnose an empty slot list systematically across service, provider, schedule, blocked-date, duration, buffer, conflict and timezone rules.Appointments & Scheduling

Public booking form overview

Public booking form overviewPublish a secure, responsive appointment form that offers only eligible services, providers, dates and times and creates external Britixo appointment records.Appointments & Scheduling

Choose services shown on the public booking form

Choose services shown on the public booking formLimit the public form to the active services appropriate for website visitors while keeping other services available to staff.Appointments & Scheduling

Customise the booking form heading and description

Customise the booking form heading and descriptionPresent clear Britixo-branded instructions above the public scheduling form without changing booking logic.Appointments & Scheduling

Allow guest appointment booking

Allow guest appointment bookingPermit visitors without a Britixo client login to submit the public appointment form while retaining validation and staff approval controls.Appointments & Scheduling

Enable the client-area booking link

Enable the client-area booking linkShow eligible logged-in customer contacts a Britixo Appointments entry and booking action in the client portal.Appointments & Scheduling

Show provider email or phone on the public form

Show provider email or phone on the public formControl whether provider contact information is visible to visitors selecting a service provider.Appointments & Scheduling

Enable booking terms and conditions

Enable booking terms and conditionsRequire visitors to accept the organisation's booking terms before an external appointment is submitted.Appointments & Scheduling

Enable reCAPTCHA on the public booking form

Enable reCAPTCHA on the public booking formReduce automated submissions by activating the module's reCAPTCHA check with the CRM's configured Google keys.Appointments & Scheduling

Enable the public booking language selector

Enable the public booking language selectorAllow visitors to switch supported interface language on the public appointment form.Appointments & Scheduling

Embed the appointment booking form on a website

Embed the appointment booking form on a websitePlace the standalone Britixo booking experience inside an external website through the module's iframe-ready public URL.Appointments & Scheduling

Change the embedded booking form width and layout

Change the embedded booking form width and layoutAdjust the iframe-friendly public form container so it fits the website column without altering appointment logic.Appointments & Scheduling

Client Appointments portal overview

Client Appointments portal overviewGive authorised customer contacts a self-service area to view, book, cancel, reschedule and download calendar information for their Britixo appointments.Appointments & Scheduling

Grant a contact Appointments permission

Grant a contact Appointments permissionAuthorise one customer contact to use the Britixo client appointment area without granting unrelated customer permissions.Appointments & Scheduling

Book an appointment from the client portal

Book an appointment from the client portalCreate an external appointment from an authenticated customer's Britixo portal using the contact already associated with the session.Appointments & Scheduling

View a public appointment link

View a public appointment linkUse the secure appointment hash link supplied after booking to review the permitted appointment information without exposing the numeric record identifier.Appointments & Scheduling

Request appointment cancellation as a client

Request appointment cancellation as a clientSubmit a cancellation request from the client-facing appointment view while leaving the final decision to authorised staff.Appointments & Scheduling

Approve a client cancellation request

Approve a client cancellation requestReview the customer's pending request and apply the authorised cancellation flow with history and communication.Appointments & Scheduling

Request appointment rescheduling as a client

Request appointment rescheduling as a clientPropose a new date and time through the client portal without directly overwriting the approved appointment.Appointments & Scheduling

Approve a client reschedule request

Approve a client reschedule requestApply a valid requested date and time after checking provider availability, reminders, calendar events and participant communication.Appointments & Scheduling

Deny a client reschedule request

Deny a client reschedule requestReject an unsuitable proposed time while retaining the original appointment schedule and a clear request decision.Appointments & Scheduling

View appointments on customer and lead records

View appointments on customer and lead recordsUse the module tabs added to customer and lead screens to see related appointment history in context.Appointments & Scheduling

Appointments calendar integrations overview

Appointments calendar integrations overviewUnderstand how native Britixo appointments connect to Google Calendar, Google Meet, Outlook and downloadable ICS files without becoming the same record.Appointments & Scheduling

Connect Google Calendar

Connect Google CalendarAuthorise an individual staff Google account so Britixo can create, update, delete or display calendar events for that user.Appointments & Scheduling

Synchronise an appointment to Google Calendar

Synchronise an appointment to Google CalendarCreate a Google Calendar event from a Britixo appointment and retain the remote reference for later updates.Appointments & Scheduling

Auto-add approved external appointments to Google Calendar

Auto-add approved external appointments to Google CalendarAutomatically create a Google event when an external booking is approved, subject to the connected staff account and module settings.Appointments & Scheduling

Update or delete a Google Calendar event

Update or delete a Google Calendar eventKeep the remote event aligned after an appointment changes or remove it when calendar presence is no longer required.Appointments & Scheduling

Configure the Google Calendar date range in the appointment table

Configure the Google Calendar date range in the appointment tableLimit how much remote Google event data is loaded around the current date for useful context and responsive performance.Appointments & Scheduling

Enable Google Meet automatically

Enable Google Meet automaticallyCreate online meeting details for eligible appointments according to Britixo's Google Meet defaults and connected Google account.Appointments & Scheduling

Configure Google Meet recording, waiting and reminder defaults

Configure Google Meet recording, waiting and reminder defaultsSet the module's default meeting options for new eligible Google Meet appointments.Appointments & Scheduling

Send a Google Meet invitation

Send a Google Meet invitationDeliver the appointment's Google Meet link and schedule to intended participants without relying on Google's own email when that option is disabled.Appointments & Scheduling

Configure Outlook Calendar

Configure Outlook CalendarPrepare the Microsoft application connection required for staff Outlook calendar event actions.Appointments & Scheduling

Add, update or delete an Outlook calendar event

Add, update or delete an Outlook calendar eventMaintain a Microsoft Outlook event connected to the Britixo appointment through the module's calendar actions.Appointments & Scheduling

Download an appointment ICS calendar file

Download an appointment ICS calendar fileExport appointment timing and details as a portable calendar file for Apple Calendar, Outlook, Google Calendar and other compatible applications.Appointments & Scheduling

Appointment email templates overview

Appointment email templates overviewManage the Britixo email templates used for appointment approval, cancellation, reminders, updates, feedback and other participant communications.Appointments & Scheduling

Configure appointment email merge fields

Configure appointment email merge fieldsInsert supported dynamic values into messages so customers and staff receive the correct subject, timing, location, provider and meeting information.Appointments & Scheduling

Configure appointment SMS triggers

Configure appointment SMS triggersChoose which appointment events send SMS through the main Britixo SMS gateway, including approval, cancellation, reminders and updates.Appointments & Scheduling

Send an appointment reminder early

Send an appointment reminder earlyManually send a reminder before its scheduled cron time when operational circumstances require earlier participant contact.Appointments & Scheduling

Send a custom appointment email

Send a custom appointment emailSend an authorised ad-hoc message from the appointment context while keeping standard automated templates unchanged.Appointments & Scheduling

Understand appointment cron reminders

Understand appointment cron remindersEnsure scheduled reminders, recurring appointments and feedback tasks are processed by the server cron at the required time.Appointments & Scheduling

Request appointment feedback

Request appointment feedbackInvite the customer to rate or comment on a completed appointment through the module's feedback flow.Appointments & Scheduling

Submit or update client appointment feedback

Submit or update client appointment feedbackAllow an authorised appointment participant to provide or revise feedback through the protected feedback link or client flow.Appointments & Scheduling

Configure default appointment feedback options

Configure default appointment feedback optionsDefine the response choices presented when Britixo requests feedback after eligible appointments.Appointments & Scheduling

Track appointment email read status

Track appointment email read statusInterpret the module's email-read tracking signal as delivery engagement evidence rather than guaranteed human acknowledgement.Appointments & Scheduling

Recurring appointments overview

Recurring appointments overviewUse Britixo recurrence to generate future appointment records through cron while preserving cycle limits, service/provider relationships and individual appointment histories.Appointments & Scheduling

Create a recurring appointment

Create a recurring appointmentConfigure a parent appointment to generate future appointments at a supported interval.Appointments & Scheduling

Choose an appointment recurrence frequency

Choose an appointment recurrence frequencySelect weekly, monthly, yearly or custom recurrence based on the actual service schedule.Appointments & Scheduling

Configure custom appointment recurrence

Configure custom appointment recurrenceRepeat an appointment every specified number of days, weeks, months or years.Appointments & Scheduling

Set limited or unlimited recurrence cycles

Set limited or unlimited recurrence cyclesControl when appointment recurrence stops automatically or continues until staff end it.Appointments & Scheduling

Edit a recurring appointment

Edit a recurring appointmentChange the recurrence parent carefully and understand that previously generated appointments remain independent records.Appointments & Scheduling

Stop a recurring appointment

Stop a recurring appointmentPrevent future cycles while preserving the parent and all appointments already generated.Appointments & Scheduling

Appointment invoicing overview

Appointment invoicing overviewUnderstand how an eligible Britixo appointment can be converted or automatically linked to a CRM invoice without merging appointment status and financial status.Appointments & Scheduling

Configure appointment invoice and tax settings

Configure appointment invoice and tax settingsChoose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax.Appointments & Scheduling

Convert an appointment to an invoice

Convert an appointment to an invoiceCreate a Britixo CRM invoice manually from a supported customer appointment and retain the link on the appointment record.Appointments & Scheduling

Automatically create an invoice for an eligible booking

Automatically create an invoice for an eligible bookingGenerate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.Appointments & Scheduling

Understand appointment invoice eligibility

Understand appointment invoice eligibilityIdentify why an invoice button or automatic invoice is available, hidden or skipped for a particular appointment.Appointments & Scheduling

View the invoice linked to an appointment

View the invoice linked to an appointmentMove between the Britixo appointment and its CRM invoice to compare service delivery with billing and payment status.Appointments & Scheduling

Understand provider notification after appointment invoice payment

Understand provider notification after appointment invoice paymentNotify the assigned provider after the linked appointment invoice is paid when the module's payment hook and required relationships are available.Appointments & Scheduling

Use Appointments history

Use Appointments historyReview the module-wide chronology of appointment creation, updates, approvals, status changes, requests and communications.Appointments & Scheduling

Edit appointment history notes

Edit appointment history notesCorrect or clarify the editable note content attached to appointment history without rewriting the underlying lifecycle action.Appointments & Scheduling

Use the Appointments analytics dashboard

Use the Appointments analytics dashboardReview operational appointment volume, outcomes, completion rate, staff activity and service demand across a selected period.Appointments & Scheduling

Filter appointment reports by date range

Filter appointment reports by date rangeApply a defined reporting period and compare like-for-like appointment performance.Appointments & Scheduling

Review staff performance and popular services

Review staff performance and popular servicesUse provider and service report sections to understand workload and demand without treating counts as standalone quality or revenue measures.Appointments & Scheduling

Enable the Today's Appointments widget

Enable the Today's Appointments widgetShow a compact list of appointments scheduled for the current day on the staff dashboard.Appointments & Scheduling

Enable the Upcoming Appointments widget

Enable the Upcoming Appointments widgetDisplay near-future appointment workload on the staff dashboard using the configured upcoming range.Appointments & Scheduling

Configure the Upcoming Appointments widget range

Configure the Upcoming Appointments widget rangeChoose how far ahead the dashboard widget looks so it stays useful and fast.Appointments & Scheduling

Troubleshoot appointment timezone and date display

Troubleshoot appointment timezone and date displayResolve appointments appearing on the wrong day or time across staff, client, calendar, reminder and report views.Appointments & Scheduling

Troubleshoot public booking and Appointments permissions

Troubleshoot public booking and Appointments permissionsDiagnose missing menus, forbidden pages, hidden services and failed public submissions without weakening Britixo access controls.Appointments & Scheduling

HR Access Reviews →

Onboarding approval →

Record client approval for a VAT Return

MTDRecord client approval for a VAT ReturnBind taxpayer/client approval to the exact frozen VAT snapshot before submission.MTD - HMRC Compliant Module

Record professional review for agent VAT filing

MTDRecord professional review for agent VAT filingRecord accountant, reviewer or agent approval in addition to client approval when the filing mode requires professional review.MTD - HMRC Compliant Module

Record client approval before agent submission

MTDRecord client approval before agent submissionEnsure the exact frozen return has valid client approval before any agent filing can proceed.MTD - HMRC Compliant Module

Review MTD approval evidence

MTDReview MTD approval evidenceReview approval type, actor, declaration, time and bound snapshot hash for an audit-ready filing history.MTD - HMRC Compliant Module