Core
Core
Users, roles, licensing, document numbering, approvals and the other settings shared by every module.
Companies & users
One company, one team; users in several companies; the company switcher.
Team, roles & permissions
Logins vs employees, the built-in roles, custom roles, own-only vs view-all.
Licensed modules
Which modules your company has, the plans, and how to request more.
Document types
Numbering prefixes and what posting a document does.
Approvals
Approval workflows, steps by amount, the My Approvals inbox.
Custom fields
Add your own fields to partners, products, projects, employees and documents.
Print layouts
Logo, header, footer, bank details and terms on your PDFs — per document type and language.
E-mail templates
Per document type, with variables; language from the partner.
Localization & compliance
Country packs and the local tax screens they add.
Activity & audit
Who changed what, when.
Dashboard, Control Tower, Analytics
KPIs, the exception board, and the report explorer.
Customer & supplier portals
What your partners see and can do.
Public pages
Careers, booking, tender board, document verification.
Mobile & desktop apps
Sales Agent, Field Service, Cleaning, Drivers, Uktupus Scale.
Sona assistant
Ask about your data; let Sona prepare drafts you confirm.