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Check and cheque help index

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Britixo CRM workspace overview

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

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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

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Complete the initial company setup

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

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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

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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

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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

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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

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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

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Use the corporate dashboard

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

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Customise dashboard widgets

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

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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

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Use the calendar

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

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Create and manage reminders

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

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Manage your to-do list

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

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Use the media library

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

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Use bulk PDF export

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

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Create a customer

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

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Edit customer profile and account information

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

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Add and manage customer contacts

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

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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

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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

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Use customer groups

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

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Assign staff members to customers

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

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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

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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

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Import customers and contacts

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

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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

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Create a lead manually

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

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Use the leads list view

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

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Use the leads Kanban pipeline

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

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Configure lead statuses

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

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Configure lead sources

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

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Assign and reassign leads

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

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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

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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

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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

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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

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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

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Create a proposal

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

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Edit proposal content and items

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

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Send a proposal by email

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

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Track proposal status and acceptance

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

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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

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Create an estimate

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

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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

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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

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Use estimate pipeline view

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

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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

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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

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Configure estimate request statuses

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

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Create an invoice

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

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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

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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

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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

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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

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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

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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

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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

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Send overdue invoice notices

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

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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

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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

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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

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Apply credit to an invoice

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

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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

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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

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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

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Create a customer subscription

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

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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

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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

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Cancel or resume a subscription

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

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Configure online payment gateways

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

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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

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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

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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

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Create a recurring expense

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

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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

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Import expenses

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

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Configure expense categories

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

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Create products and services

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

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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

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Configure taxes

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

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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

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Configure payment modes

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

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Create a project

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

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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

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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

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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

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Use the project Gantt chart

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

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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

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Use project discussions

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

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Record project expenses

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

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Create a task

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

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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

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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

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Track time with task timers

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

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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

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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

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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

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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

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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

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Configure support departments

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

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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

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Use predefined ticket replies

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

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Configure ticket spam filters

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

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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

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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

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Organise knowledge base groups

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

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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

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Review knowledge base performance

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

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Create a contract

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

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Use contract templates

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

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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

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Manage contract signatures

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

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Renew a contract

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

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Manage contract comments, notes and attachments

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

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Configure contract types

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

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Create a staff account

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

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Edit staff profile and status

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

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Create and manage roles

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

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Assign individual staff permissions

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

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Assign staff to support departments

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

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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

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Manage staff timesheets

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

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Configure staff two-factor authentication

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

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Deactivate staff access safely

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

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Configure SMTP email delivery

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

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Connect Google or Microsoft SMTP OAuth

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

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Edit email templates

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

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Enable or disable email templates

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

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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

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Schedule an invoice email

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

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Schedule an estimate email

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

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Create and publish an announcement

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

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Use sales reports

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

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Use expenses and income reports

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

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Use customer reports

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

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Use lead reports

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

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Use timesheet reports

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

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Create and manage goals

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

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Create a survey

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

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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

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Review survey results

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

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Client portal overview

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

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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

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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

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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

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Help a client sign a contract

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

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Help a client follow projects and tasks

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

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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

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Troubleshoot missing client portal sections

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

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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

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Record and review contact consent

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

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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

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Export CRM data

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

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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

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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

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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

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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

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Configure general system settings

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

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Create custom fields

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

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Manage installed modules

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

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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

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Configure the second header menu

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

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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

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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

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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

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Use the Enterprise Solutions catalogue

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Use account registers

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Convert expenses and recurring expenses

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

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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

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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

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Convert payslips to Accounting

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

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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

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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

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Convert manufacturing costs to Accounting

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Create banking rules

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Use bank reconciliation reports

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

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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

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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

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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

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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

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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

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Supplier bills overview

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

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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

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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

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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

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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

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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

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Vendor management overview

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

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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

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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

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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

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Checks workspace overview

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

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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

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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

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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

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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

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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

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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

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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

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Use Accounting budget reports

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

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Project budgets overview

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

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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

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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

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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

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Configure project budget categories

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

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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

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Imprests overview

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Understand Accounting approval statuses

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

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Configure Accounting currency rates

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Use Accounts Receivable ageing reports

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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