My activities and My day
My activities holds your tasks, linked to a record or not; My day gathers everything waiting for you today.
The articles in this topic, each naming the exact screen where the action happens.
My activities holds your tasks, linked to a record or not; My day gathers everything waiting for you today.
A project carries its tasks, milestones, time and margin; it only closes with its deliverables approved and its invoices settled.
AI proposes where to file according to your filing plan, a person files; a version is uploaded as a file.
An outgoing letter goes from draft to sent; a signature is only printed if the signatory approved the letter themselves.
Everything is set in the assets administration; AI proposes ticket triage without ever overriding a human choice.
Each vehicle carries its drivers and operations; an odometer reading that goes backwards is refused, never silently corrected.
A property carries its leases and maintenance; a receipt only exists for rent paid in full, and owner statements are computed per currency.
An enrolment carries a number and an amount due; the invoice is created when the learner asks to pay, and a certificate follows conditions and an approval.