The Modules page is where you activate and manage optional features for your organisation. Each module can be turned on or off independently, so you only enable the functionality your organisation actually needs.
Where to find it
Navigate to Settings > Modules in the admin app. Each module is shown as a tile with a short description and its current status (Active or inactive).
Available modules
Available modules include:
Merchant-based accounting rules – automatically pre-fill G/L accounts, VAT rates, and suppliers based on the merchant.
Transaction review – require transactions to be reviewed and approved before they can be exported.
Monthly transaction reports – receive a monthly PDF transaction report for each credit card by email.
Personal expense control – enhance tracking of personal expenses made on business cards.
Receipt management – import receipts via upload or receipt inbox, and forward them automatically by email.
Custom fields – create your own data fields to capture information specific to your organisation.
API – connect your own systems directly using our API.
See the dedicated article for each module for full setup details.
Activating or deactivating a module
Click on a module tile to open it, then use the toggle or activation button to turn it on or off. Some modules may ask for additional configuration once activated (for example, for setting up notification preferences).
Deactivating a module doesn't delete any data that was created while it was active — it simply hides the related functionality until you turn it back on.