Britixo CRMBritixo CRM Enterprise Help Centre
Connected Britixo help topic

Accounting report help index

Every Britixo help article connected to report is collected here. Open a guide for the exact workflow, then follow linked terms and related guides across CRM features, Accounting & Bookkeeping and Appointments & Scheduling.

307 connected guidesLive-search indexedBritixo only
01Complete the initial company setupConfigure identity, locale, company information, branding and essential operational defaults.Getting started02Prepare Britixo CRM for production useFollow a practical readiness checklist covering email, cron, permissions, payments, backups and testing.Getting started03Customise dashboard widgetsShow, hide, reorder and reset personal dashboard widgets without changing other users.Dashboard and navigation04Use bulk PDF exportCreate downloadable PDF packages for supported sales records in a controlled batch.Dashboard and navigation05Configure customer contact permissionsChoose which portal areas a contact may access, including invoices, estimates, projects, contracts and support.Customers and contacts06Use customer groupsSegment customers for reporting, pricing context and operational organisation.Customers and contacts07Create a lead manuallyCapture prospect details, source, status, value, tags and assigned staff.Leads and sales pipeline08Configure lead statusesCreate and order pipeline stages that match the organisation’s qualification process.Leads and sales pipeline09Configure lead sourcesTrack where prospects originate for attribution and performance reporting.Leads and sales pipeline10Create a web-to-lead formBuild an embeddable form that creates leads automatically from a website.Leads and sales pipeline11Configure lead email integrationCreate leads from incoming email after mailbox, cron and routing settings are correctly configured.Leads and sales pipeline12Create an estimate request formDesign and publish a request form with the fields needed to qualify work.Proposals, estimates and requests13Configure estimate request statusesCreate a clear internal workflow for new, reviewed, qualified and closed requests.Proposals, estimates and requests14Create and edit a recurring invoiceConfigure an invoice template that generates future invoices on a defined schedule.Invoices, payments and credit notes15Export invoices and sales PDFsDownload individual or grouped invoice documents for audit, customer service or archiving.Invoices, payments and credit notes16Configure online payment gatewaysEnable supported gateways, add credentials, select currencies and test checkout before production use.Subscriptions and recurring revenue17Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.Expenses, items and finance setup18Configure expense categoriesCreate consistent categories for entry, filtering and reporting.Expenses, items and finance setup19Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.Expenses, items and finance setup20Configure currencies and base currencyAdd supported currencies and understand the restrictions around the system base currency.Expenses, items and finance setup21Configure payment modesDefine offline payment methods and control which options are shown to customers.Expenses, items and finance setup22Configure project members and permissionsChoose the staff who can access and work on the project.Projects, tasks and time tracking23Copy tasks and manage recurring tasksReuse task structures and automate repeat work without duplicating setup manually.Projects, tasks and time tracking24Use ticket statuses, priorities and servicesConfigure the controlled values used to route and report support work.Support and knowledge base25Configure support departmentsCreate teams, assign members and configure department email piping where required.Support and knowledge base26Configure email piping for ticketsTurn incoming support email into tickets after mailbox and cron settings are tested.Support and knowledge base27Configure ticket spam filtersBlock unwanted senders, subjects or message patterns from creating support work.Support and knowledge base28Review knowledge base performanceUse article views and usefulness feedback to improve self-service content.Support and knowledge base29Configure contract typesCreate consistent contract classifications for filtering and reporting.Contracts and documents30Create and manage rolesDefine reusable permission sets for CRM modules and sensitive actions.Staff, roles and organisation31Assign individual staff permissionsApply role permissions and any supported user-specific adjustments carefully.Staff, roles and organisation32Manage staff timesheetsReview time entries by member, date and related task before billing or reporting.Staff, roles and organisation33Configure staff two-factor authenticationEnable and verify an additional authentication factor for staff login.Staff, roles and organisation34Configure SMTP email deliveryConnect the approved mail service and send a test message before enabling live workflows.Email and communications35Connect Google or Microsoft SMTP OAuthAuthorise supported providers without storing a normal mailbox password.Email and communications36Schedule an invoice emailChoose a future date and time for an invoice message.Email and communications37Schedule an estimate emailPrepare a future estimate delivery while keeping the document available for review.Email and communications38Create and publish an announcementSend time-limited internal announcements to selected staff audiences.Email and communications39Use sales reportsAnalyse invoices, payments, estimates, proposals, items, taxes and credit notes.Reports, goals and surveys40Use expenses and income reportsCompare operational costs and revenue over selected periods.Reports, goals and surveys41Use customer reportsReview customer acquisition, groups and account-level performance.Reports, goals and surveys42Use lead reportsMeasure lead volume, source, status, conversion and monthly trends.Reports, goals and surveys43Use timesheet reportsReview tracked time by staff, project, task and period.Reports, goals and surveys44Create and manage goalsSet measurable targets, assign responsibility and review progress toward the selected goal type.Reports, goals and surveys45Create a surveyBuild a questionnaire with ordered questions, descriptions and publication settings.Reports, goals and surveys46Send a survey and manage mailing listsInvite selected contacts or imported email lists and avoid duplicate sends.Reports, goals and surveys47Review survey resultsAnalyse individual answers and aggregate response patterns.Reports, goals and surveys48Configure GDPR and consent purposesDefine consent purposes and enable the privacy tools required by the organisation.Data, privacy and security49Record and review contact consentCapture opt-in or opt-out evidence for configured consent purposes.Data, privacy and security50Export CRM dataGenerate supported data exports for portability, audit or controlled analysis.Data, privacy and security51Review the activity logAudit important staff and system actions and clear logs only under an approved retention policy.Data, privacy and security52Configure password, session and two-factor securityApply strong authentication practices and understand session-clearing controls.Data, privacy and security53Configure general system settingsManage company, localisation, finance, customers, tasks, support, cron and other application options.System settings and customisation54Customise the main and setup menusReorder, hide or reset supported admin menu items through the menu setup module.System settings and customisation55Configure the second header menuRename, reorder and show or hide second-header groups and links.System settings and customisation56Customise theme and interface stylingApply supported visual settings and reset them without editing core application files.System settings and customisation57Configure company logos and faviconUpload production-ready brand assets and verify light and dark interface contexts.System settings and customisation58Run and verify the cron jobConfigure scheduled processing for reminders, recurring records, email and automation.System settings and customisation59Configure and use the iDEAL payment integrationEnable the bundled iDEAL integration, configure webhook handling and test payment callbacks.Enterprise modules and integrations60Accounting & Bookkeeping module overviewUnderstand the complete Britixo Accounting & Bookkeeping workspace, its menu structure and how operational CRM records become double-entry accounting transactions.Accounting & Bookkeeping61Enable Accounting access and permissionsAssign the minimum Accounting & Bookkeeping capabilities required for each role without exposing settings or destructive actions unnecessarily.Accounting & Bookkeeping62Use the Accounting dashboardReview conversion status, income and sales summaries and the high-level accounting position from the module dashboard.Accounting & Bookkeeping63Understand double-entry accounting in BritixoLearn how debits, credits, source records, ledger accounts and balanced journal lines work inside the module.Accounting & Bookkeeping64Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping65Configure general Accounting settingsSet the financial-year, accounting basis, book-closing and automatic-conversion defaults used throughout the module.Accounting & Bookkeeping66Choose cash or accrual accountingUnderstand the accounting-basis setting and how it changes the timing of income and expense recognition.Accounting & Bookkeeping67Configure the financial year and close booksDefine reporting boundaries and protect completed periods from unauthorised back-dated changes.Accounting & Bookkeeping68Configure account numbers and default accountsStandardise ledger numbering and select the accounts used as controlled defaults by conversion workflows.Accounting & Bookkeeping69Troubleshoot a hidden Accounting menu or actionIdentify whether a missing screen is caused by permissions, inactive integrations, configuration or record state.Accounting & Bookkeeping70Chart of Accounts overviewUnderstand the ledger account list, account types, active status, balances and how accounts are used by mappings and reports.Accounting & Bookkeeping71Create and edit a Chart of Accounts accountAdd a ledger account with the correct type, detail classification, number, name and opening information.Accounting & Bookkeeping72Import a Chart of AccountsUse the module's spreadsheet sample and validation flow to create multiple ledger accounts without duplicates or malformed classifications.Accounting & Bookkeeping73Activate, deactivate or delete an account safelyControl future use of a ledger account while protecting posted history and mapped workflows.Accounting & Bookkeeping74Configure account type detailsMaintain the detailed classifications available beneath the module's main account types and control how accounts group in reports.Accounting & Bookkeeping75Create and manage accounting classesAdd optional classes for segmenting transactions and reporting across departments, locations or other approved dimensions.Accounting & Bookkeeping76Use account registersReview ledger activity by account, inspect balances and trace transactions back to their source records.Accounting & Bookkeeping77Add 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 & Bookkeeping78Filter and export account registersNarrow register activity by account and transaction attributes, then retain a controlled output for review or audit.Accounting & Bookkeeping79Accounting mapping setup overviewConnect CRM source records and optional modules to the correct debit and credit accounts before automatic conversion is enabled.Accounting & Bookkeeping80Configure sales invoice account mappingsDefine how customer invoices post to accounts receivable, income, discounts, taxes and item-specific accounts.Accounting & Bookkeeping81Configure payment mode account mappingsMap each CRM payment mode to the correct cash, bank or clearing account for received and paid transactions.Accounting & Bookkeeping82Configure credit note and refund mappingsSet the accounts used when customer credit notes are created, applied to invoices or refunded.Accounting & Bookkeeping83Configure expense category account mappingsMap CRM expense categories to expense accounts and control the accounting classification of direct and recurring expenses.Accounting & Bookkeeping84Configure tax account mappingsConnect each CRM tax rate to the correct input-tax or output-tax ledger account used by sales and purchase transactions.Accounting & Bookkeeping85Configure 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 & Bookkeeping86Configure payroll and payslip mappingsMap supported payroll payslip components to wage, liability, tax and cash or payable accounts.Accounting & Bookkeeping87Configure Purchase module mappingsMap purchase orders, supplier invoices, payments, refunds, returns and debit notes when the Purchase module is active.Accounting & Bookkeeping88Configure Warehouse account mappingsMap stock receipts, deliveries, opening stock and loss adjustments to inventory, cost-of-sales and variance accounts.Accounting & Bookkeeping89Configure Manufacturing and Omni Sales mappingsSet the ledger accounts used for manufacturing material and labour costs and for Omni Sales returns and refunds.Accounting & Bookkeeping90Configure fixed-equipment account mappingsMap assets, licences, components, consumables, maintenance and depreciation events from the Fixed Equipment module.Accounting & Bookkeeping91Accounting transaction centre overviewReview operational records by source type, see conversion status and open the accounting details created from each record.Accounting & Bookkeeping92Convert sales invoices to AccountingCreate balanced accounting entries from eligible Britixo CRM customer invoices and review the receivable, income and tax lines.Accounting & Bookkeeping93Convert invoice payments to AccountingPost received customer payments to the mapped cash, bank or clearing account and reduce accounts receivable.Accounting & Bookkeeping94Convert credit notes, applications and refundsAccount for customer credits from initial credit note through invoice application or external refund.Accounting & Bookkeeping95Convert expenses and recurring expensesCreate accounting entries from manual, imported and automatically generated CRM expenses.Accounting & Bookkeeping96Review, correct or delete converted transactionsInspect linked accounting details and use the least destructive supported correction when a conversion is wrong.Accounting & Bookkeeping97Troubleshoot unconverted or incorrectly mapped transactionsFind why a source record did not convert or posted to unexpected ledger accounts.Accounting & Bookkeeping98Convert payslips to AccountingPost eligible Payroll payslip costs, deductions and liabilities when the Payroll integration is active.Accounting & Bookkeeping99Convert Purchase orders, invoices, payments and refundsReview every Purchase integration transaction type and post eligible supplier activity using configured mappings.Accounting & Bookkeeping100Convert Warehouse and stock transactionsPost approved stock receipts, deliveries, opening stock and loss adjustments when the Warehouse integration is active.Accounting & Bookkeeping101Convert manufacturing costs to AccountingPost material, labour and production-related costs from eligible Manufacturing orders.Accounting & Bookkeeping102Convert Omni Sales returns and refundsAccount separately for goods returned through Omni Sales and the related money refunded to the customer.Accounting & Bookkeeping103Convert fixed-equipment events to AccountingPost acquisitions, licences, components, consumables, maintenance and depreciation from the Fixed Equipment module.Accounting & Bookkeeping104Banking workspace overviewManage bank accounts, connected or imported feeds, posted transactions, matching and bank reconciliation from one permission-aware area.Accounting & Bookkeeping105Create and manage an Accounting bank accountAdd the bank or cash account used by feeds, registers, checks, transfers and reconciliation.Accounting & Bookkeeping106Configure Plaid bank-feed settingsSet the environment and connection values used by the optional Plaid integration before connecting bank accounts.Accounting & Bookkeeping107Connect and sync a bank feedConnect an Accounting bank account to Plaid and retrieve eligible external bank transactions into the feed review queue.Accounting & Bookkeeping108Import bank transactions from a spreadsheetUse the supplied banking import format to load statement transactions when a connected feed is unavailable or inappropriate.Accounting & Bookkeeping109Review and edit banking feedsFilter new bank activity, correct review fields and decide whether to add, match, ignore or defer each transaction.Accounting & Bookkeeping110Export, 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 & Bookkeeping111Create banking rulesAutomate repeatable classification or matching suggestions for feed transactions with consistent descriptions, payees or amounts.Accounting & Bookkeeping112Apply or undo a banking ruleReview rule output on feed transactions and reverse the rule assignment when it produced the wrong treatment.Accounting & Bookkeeping113Add 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 & Bookkeeping114Match a bank transactionConnect a feed row to an existing Accounting transaction such as a customer payment, supplier payment, transfer or manual entry.Accounting & Bookkeeping115Bulk match bank transactionsMatch a feed row or selected feed rows to multiple compatible Accounting transactions using the module's bulk-match tools.Accounting & Bookkeeping116Unmatch or correct a bank transactionRemove an incorrect match and repair the Accounting or feed record without losing the original bank evidence.Accounting & Bookkeeping117Ignore, delete or restore bank-feed rowsHandle feed rows that are duplicates, informational or imported incorrectly without concealing genuine bank activity.Accounting & Bookkeeping118Use posted bank transactions and the banking registerReview bank transactions already represented in Accounting and compare them with the bank-account ledger balance.Accounting & Bookkeeping119Reconcile a bank accountCompare the Accounting bank register with a bank statement and complete a controlled reconciliation for the statement period.Accounting & Bookkeeping120Make a reconciliation adjustmentRecord an approved adjusting entry for a genuine bank difference that cannot be matched to an existing transaction.Accounting & Bookkeeping121Reopen or restore a bank reconciliationReturn a saved or completed reconciliation to review when an approved correction changes the underlying transactions.Accounting & Bookkeeping122Use bank reconciliation reportsReview completed reconciliation summaries and transaction-level details for each bank account and statement period.Accounting & Bookkeeping123Journal entries overviewUse manual multi-line journals for accruals, reclassifications, corrections and other approved accounting events not created by a source workflow.Accounting & Bookkeeping124Create and edit a journal entryRecord a balanced multi-line accounting adjustment with clear dates, accounts, references and supporting detail.Accounting & Bookkeeping125Export, delete and bulk-manage journal entriesUse journal export and bulk actions carefully while protecting approved ledger history.Accounting & Bookkeeping126Create a bank transferMove value between two owned cash or bank accounts without treating the movement as income or expense.Accounting & Bookkeeping127Manage, correct and delete transfersReview transfer history and correct an erroneous inter-account movement through the supported lifecycle.Accounting & Bookkeeping128Supplier bills overviewCreate, approve, pay and track supplier bills inside Accounting while maintaining vendor, tax and ledger connections.Accounting & Bookkeeping129Create and edit a supplier billRecord a supplier liability with accurate vendor, dates, lines, accounts, tax, memo and attachments.Accounting & Bookkeeping130Create a recurring supplier billConfigure a bill to generate future supplier liabilities on a repeat schedule without re-entering the template each period.Accounting & Bookkeeping131Approve and manage bill statusesMove supplier bills through review and payable states before payment and prevent inappropriate payment actions.Accounting & Bookkeeping132Pay a supplier billRecord a payment against one or more approved supplier bills using check, card, electronic payment or cash methods.Accounting & Bookkeeping133Manage bill-payment allocations and attachmentsReview how a supplier payment is distributed across bills and maintain supporting payment files without changing unrelated liabilities.Accounting & Bookkeeping134Vendor management overviewMaintain supplier identities, contact and payment information used by bills, checks and Accounts Payable reports.Accounting & Bookkeeping135Create and edit a vendorAdd a supplier with unique identity, contact, address and payment information for Accounting workflows.Accounting & Bookkeeping136Import vendors from a spreadsheetLoad multiple suppliers using the module's sample workbook and correct rejected rows safely.Accounting & Bookkeeping137Use the vendor profile and transaction historyReview supplier details, bills, payments and account position from the vendor profile.Accounting & Bookkeeping138Checks workspace overviewConfigure, create, sign, print, reprint, register and void supplier checks while maintaining bill and bank-account links.Accounting & Bookkeeping139Configure check layout, bank details and signaturesSelect a supported check style and control the bank address, company logo, numbering and signature presentation.Accounting & Bookkeeping140Create, 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 & Bookkeeping141Use 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 & Bookkeeping142Link checks to supplier billsSelect approved supplier bills for a check and keep the check amount, allocations and payable balances consistent.Accounting & Bookkeeping143Accounting budgets overviewPlan monthly, quarterly or annual Profit & Loss or Balance Sheet amounts and compare budget with actual Accounting results.Accounting & Bookkeeping144Create an Accounting budgetBuild a monthly, quarterly or annual ledger budget from scratch or from prior financial-year transactions.Accounting & Bookkeeping145Import, update or delete an Accounting budgetMaintain budget values through the supported workbook or edit flow while protecting approved versions.Accounting & Bookkeeping146Use Accounting budget reportsCompare saved Accounting budgets with actual ledger results using overview, variance and performance reports.Accounting & Bookkeeping147Project budgets overviewPlan and control project-level spending by category with manager ownership, dates, approval and export workflows.Accounting & Bookkeeping148Create and edit a project budgetSet a project's budget period, owner and detailed category limits before submitting it for approval.Accounting & Bookkeeping149Submit, approve, reject or void a project budgetMove a project budget through the configured approval chain and preserve the decision history.Accounting & Bookkeeping150Export a project budgetCreate an Excel output of project budget details for controlled review, approval evidence or project reporting.Accounting & Bookkeeping151Configure project budget categoriesCreate the approved category list used to structure project budgets, imprests and claims where applicable.Accounting & Bookkeeping152Check transactions against a project budgetUse budget mappings and enforcement settings to compare proposed project spending with approved category limits.Accounting & Bookkeeping153Imprests overviewRequest, approve, disburse and retire staff imprests while recording purpose, receipts, actual spending and variance.Accounting & Bookkeeping154Create and submit an imprest requestRequest a controlled staff cash advance with project, category, amount, purpose, accounts and supporting attachments.Accounting & Bookkeeping155Approve and disburse an imprestReview an imprest request, complete the approval chain and confirm the advance payment and ledger impact.Accounting & Bookkeeping156Retire an imprest and record varianceRecord actual expenditure, receipts and the difference between the staff advance and eligible spending.Accounting & Bookkeeping157Review imprest ledger entries and attachmentsAudit the disbursement, retirement, refunds and receipts connected to an imprest request.Accounting & Bookkeeping158Claims and reimbursements overviewSubmit staff expense claims, approve eligible amounts and record reimbursement or refund entries with project and category context.Accounting & Bookkeeping159Create, submit and review a claimRecord a staff reimbursement request with project, category, amount, accounts and evidence before sending it for approval.Accounting & Bookkeeping160Approve, reject and reimburse a claimReview claim evidence, complete approval and record payment to the staff claimant.Accounting & Bookkeeping161Manage claim refunds and ledger entriesReview, edit or remove reimbursement records and confirm claim booking and payment entries remain accurate.Accounting & Bookkeeping162Configure Accounting approval workflowsDefine approvers and approval steps for claims, project budgets and imprests using staff, manager and department relationships.Accounting & Bookkeeping163Understand Accounting approval statusesInterpret draft, submitted, waiting, approved, rejected, paid, refunded, disbursed and retired states across controlled workflows.Accounting & Bookkeeping164Configure Accounting currency ratesMaintain exchange rates used by supported multi-currency accounting and reporting workflows.Accounting & Bookkeeping165Retrieve online currency rates and review logsFetch available exchange rates from the configured online source and audit the retrieval results before use.Accounting & Bookkeeping166Modify income statement presentationCreate controlled presentation rules for Profit & Loss and related income-statement output without changing the underlying ledger transactions.Accounting & Bookkeeping167Reset Accounting configuration or data safelyUnderstand the module's reset actions and use them only in an authorised recovery or pre-production process.Accounting & Bookkeeping168Remove 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 & Bookkeeping169Accounting report centre overviewNavigate the full Accounting report catalogue and choose the correct statement, ledger, ageing, tax, banking or management report.Accounting & Bookkeeping170Use Balance Sheet reportsReview assets, liabilities and equity as of a selected date through standard, detail, summary and comparison views.Accounting & Bookkeeping171Use Profit & Loss reportsAnalyse income, cost of sales and expenses using standard, detail, comparison, year-to-date, 12-month and percentage views.Accounting & Bookkeeping172Use Cash Flow and Changes in Equity reportsReview how operating, investing and financing activity changes cash and how profits, contributions and distributions change equity.Accounting & Bookkeeping173Use General Ledger, Journal and Trial Balance reportsTrace every posted debit and credit, review journal sequence and confirm total debits equal total credits.Accounting & Bookkeeping174Use transaction and account audit reportsInvestigate ledger activity through Account History, Recent Transactions, Transaction Detail by Account and Transaction List by Date.Accounting & Bookkeeping175Use Accounts Receivable ageing reportsReview unpaid customer balances by age in summary and detailed invoice views.Accounting & Bookkeeping176Use Accounts Payable ageing reportsReview unpaid supplier balances by age in summary and detailed bill or purchase-invoice views.Accounting & Bookkeeping177Use Tax Detail, Summary and Liability reportsReview taxable transactions, totals by tax rate and the resulting tax payable or receivable position.Accounting & Bookkeeping178Use Deposit Detail and Check Detail reportsReview deposits and check activity by account, date, payee and transaction reference.Accounting & Bookkeeping179Use Income by Customer and Deposit Detail reportsAnalyse revenue by customer and trace bank deposits back to the payments or transactions that produced them.Accounting & Bookkeeping180Use employee and time-activity reportsReview employee contact information and time-activity changes where the underlying Britixo features provide the data.Accounting & Bookkeeping181Review inventory and cost accounting resultsUse ledger and financial reports to validate inventory, cost of sales and production or warehouse conversion results.Accounting & Bookkeeping182Review expense and finance resultsAnalyse converted CRM expenses, supplier bills and related financial statement impact through detailed and summary reports.Accounting & Bookkeeping183Export, print and filter Accounting reportsProduce controlled PDF, spreadsheet or printed outputs with enough filter context to be reproducible.Accounting & Bookkeeping184Appointments & 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 & Scheduling185Enable Appointments permissionsGrant the minimum View, Create, Edit, Delete, Approve and View Reports capabilities required by each staff role.Appointments & Scheduling186Understand the Appointments menuLearn which staff menu options appear and the permission required for each one.Appointments & Scheduling187Prepare Appointments & Scheduling for production useComplete the operational checklist required before staff or customers begin making bookings.Appointments & Scheduling188Configure general appointment settingsSet the default table view, summary, staff availability rules, date restrictions, dashboard widgets, calendar behaviour and customer-facing options.Appointments & Scheduling189Troubleshoot a hidden Appointments menuIdentify why the Appointments parent menu or one of its child pages is not visible to a staff member.Appointments & Scheduling190Understand appointment data, public links and security boundariesLearn what appointment information is stored, how public hash links work and which actions remain permission-controlled.Appointments & Scheduling191Use the Appointments dashboardReview live appointment totals, status distribution, upcoming work and the shortcuts that lead to the operational list, calendar and reports.Appointments & Scheduling192Understand Appointments summary cardsInterpret the status and workload totals shown above appointment lists without confusing live operational counts with financial or performance reports.Appointments & Scheduling193Filter appointments by status, date and sourceFind the exact appointment set using the module's built-in status, date, assignment, relationship and source filters.Appointments & Scheduling194Use My appointments and Assigned to meSeparate appointments created by you from appointments where you are the responsible provider or attendee.Appointments & Scheduling195Show 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 & Scheduling196Choose the default Appointments filterSet the appointment list to open with the most useful operational view, such as upcoming, assigned or all records.Appointments & Scheduling197Open 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 & Scheduling198Use 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 & Scheduling199Create 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 & Scheduling200Create a lead-related appointmentSchedule follow-up activity against a lead before that person becomes a customer contact.Appointments & Scheduling201Create a staff-only appointmentSchedule an internal meeting or blocked work item without attaching it to a customer contact or lead.Appointments & Scheduling202Create 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 & Scheduling203Choose a service and providerSelect a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly.Appointments & Scheduling204Select 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 & Scheduling205Add appointment subject, description, location and notesRecord clear operational context for staff and participants while keeping internal notes separate from customer-facing content.Appointments & Scheduling206Add staff attendees to an appointmentInvite additional Britixo staff members while preserving the selected provider as the responsible service owner.Appointments & Scheduling207Configure 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 & Scheduling208Add and use appointment custom fieldsCapture organisation-specific appointment information through the module's supported custom-field integration.Appointments & Scheduling209Update an appointmentChange permitted appointment details while keeping status, calendar, recurrence, reminders and participants consistent.Appointments & Scheduling210View 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 & Scheduling211Understand appointment statusesUse Pending, In Progress, Completed, Cancelled and No Show consistently so notifications, reports, feedback and calendar actions reflect the real outcome.Appointments & Scheduling212Approve a pending appointmentAccept an eligible pending booking and allow configured confirmation, calendar and meeting actions to run.Appointments & Scheduling213Mark an appointment In ProgressMove an approved or pending operational record into active delivery when the appointment begins.Appointments & Scheduling214Mark an appointment CompletedClose a successfully delivered appointment and make it eligible for completed-work reporting and configured feedback activity.Appointments & Scheduling215Mark an appointment No ShowRecord that the participant did not attend while retaining the appointment for accurate service and staff reporting.Appointments & Scheduling216Cancel an appointment as staffCancel an appointment directly with authorised staff access and preserve the cancellation outcome, communication and history.Appointments & Scheduling217Change appointment status from the detail viewUse the state-aware controls on the appointment record instead of editing status indirectly through unrelated fields.Appointments & Scheduling218Process 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 & Scheduling219Understand status notifications and appointment activityTrace which lifecycle actions create history and which configured messages may be sent to customers, providers or attendees.Appointments & Scheduling220Delete 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 & Scheduling221Appointments services overviewUnderstand how bookable services control provider eligibility, duration, buffers, price, colour and public availability.Appointments & Scheduling222Create an appointment serviceAdd a new bookable service with the duration, price, colour and provider relationships required by staff and public scheduling.Appointments & Scheduling223Edit service duration, price and colourUpdate how a service appears and behaves in future booking choices without changing past appointment facts.Appointments & Scheduling224Configure service buffersReserve preparation and follow-up time around appointments so adjacent bookings do not overlap operational work.Appointments & Scheduling225Assign providers to a serviceControl which staff members appear as eligible providers when a service is selected.Appointments & Scheduling226Choose a primary service providerSet the preferred provider for a service while retaining other eligible staff as alternatives.Appointments & Scheduling227Activate or disable an appointment serviceControl whether a service can be selected for new bookings without removing historical appointment references.Appointments & Scheduling228Delete an unused appointment serviceRemove a service only after confirming it is not needed for appointment history, reporting or future bookings.Appointments & Scheduling229Troubleshoot service and provider availabilityIdentify why a service, provider or time slot is missing from staff or public booking choices.Appointments & Scheduling230Company schedule overviewUnderstand the organisation-wide working windows used as the baseline for provider availability and public slot generation.Appointments & Scheduling231Configure company working hoursSet the normal opening and closing windows used when staff inherit the organisation schedule.Appointments & Scheduling232Close the company on specific weekdaysDisable normal booking availability on recurring closed weekdays such as weekends.Appointments & Scheduling233Configure staff working hoursDefine provider-specific weekly availability or choose to inherit the company schedule.Appointments & Scheduling234Use the company schedule for staffMake a provider inherit the organisation's current working hours and closures.Appointments & Scheduling235Override company hours for a providerGive one provider a different recurring weekly schedule without changing the organisation's baseline.Appointments & Scheduling236Configure blocked days and holidaysRemove one-off dates from booking availability without rewriting the normal weekly schedule.Appointments & Scheduling237Understand 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 & Scheduling238Understand busy-time conflict checksPrevent overlapping appointments by understanding how provider bookings, schedule boundaries and connected calendar data affect availability.Appointments & Scheduling239Allow authorised staff bookings outside normal availabilityUnderstand the staff-side exception that can permit manual scheduling beyond standard hours while keeping public bookings constrained.Appointments & Scheduling240Troubleshoot no available appointment time slotsDiagnose an empty slot list systematically across service, provider, schedule, blocked-date, duration, buffer, conflict and timezone rules.Appointments & Scheduling241Public booking form overviewPublish a secure, responsive appointment form that offers only eligible services, providers, dates and times and creates external Britixo appointment records.Appointments & Scheduling242Choose 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 & Scheduling243Customise the booking form heading and descriptionPresent clear Britixo-branded instructions above the public scheduling form without changing booking logic.Appointments & Scheduling244Allow guest appointment bookingPermit visitors without a Britixo client login to submit the public appointment form while retaining validation and staff approval controls.Appointments & Scheduling245Enable the client-area booking linkShow eligible logged-in customer contacts a Britixo Appointments entry and booking action in the client portal.Appointments & Scheduling246Show provider email or phone on the public formControl whether provider contact information is visible to visitors selecting a service provider.Appointments & Scheduling247Enable booking terms and conditionsRequire visitors to accept the organisation's booking terms before an external appointment is submitted.Appointments & Scheduling248Enable reCAPTCHA on the public booking formReduce automated submissions by activating the module's reCAPTCHA check with the CRM's configured Google keys.Appointments & Scheduling249Enable the public booking language selectorAllow visitors to switch supported interface language on the public appointment form.Appointments & Scheduling250Embed 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 & Scheduling251Change the embedded booking form width and layoutAdjust the iframe-friendly public form container so it fits the website column without altering appointment logic.Appointments & Scheduling252Client Appointments portal overviewGive authorised customer contacts a self-service area to view, book, cancel, reschedule and download calendar information for their Britixo appointments.Appointments & Scheduling253Grant a contact Appointments permissionAuthorise one customer contact to use the Britixo client appointment area without granting unrelated customer permissions.Appointments & Scheduling254Book 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 & Scheduling255View 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 & Scheduling256Request appointment cancellation as a clientSubmit a cancellation request from the client-facing appointment view while leaving the final decision to authorised staff.Appointments & Scheduling257Approve a client cancellation requestReview the customer's pending request and apply the authorised cancellation flow with history and communication.Appointments & Scheduling258Request appointment rescheduling as a clientPropose a new date and time through the client portal without directly overwriting the approved appointment.Appointments & Scheduling259Approve a client reschedule requestApply a valid requested date and time after checking provider availability, reminders, calendar events and participant communication.Appointments & Scheduling260Deny a client reschedule requestReject an unsuitable proposed time while retaining the original appointment schedule and a clear request decision.Appointments & Scheduling261View appointments on customer and lead recordsUse the module tabs added to customer and lead screens to see related appointment history in context.Appointments & Scheduling262Appointments calendar integrations overviewUnderstand how native Britixo appointments connect to Google Calendar, Google Meet, Outlook and downloadable ICS files without becoming the same record.Appointments & Scheduling263Connect Google CalendarAuthorise an individual staff Google account so Britixo can create, update, delete or display calendar events for that user.Appointments & Scheduling264Synchronise an appointment to Google CalendarCreate a Google Calendar event from a Britixo appointment and retain the remote reference for later updates.Appointments & Scheduling265Auto-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 & Scheduling266Update 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 & Scheduling267Configure 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 & Scheduling268Enable Google Meet automaticallyCreate online meeting details for eligible appointments according to Britixo's Google Meet defaults and connected Google account.Appointments & Scheduling269Configure Google Meet recording, waiting and reminder defaultsSet the module's default meeting options for new eligible Google Meet appointments.Appointments & Scheduling270Send 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 & Scheduling271Configure Outlook CalendarPrepare the Microsoft application connection required for staff Outlook calendar event actions.Appointments & Scheduling272Add, update or delete an Outlook calendar eventMaintain a Microsoft Outlook event connected to the Britixo appointment through the module's calendar actions.Appointments & Scheduling273Download 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 & Scheduling274Appointment email templates overviewManage the Britixo email templates used for appointment approval, cancellation, reminders, updates, feedback and other participant communications.Appointments & Scheduling275Configure appointment email merge fieldsInsert supported dynamic values into messages so customers and staff receive the correct subject, timing, location, provider and meeting information.Appointments & Scheduling276Configure appointment SMS triggersChoose which appointment events send SMS through the main Britixo SMS gateway, including approval, cancellation, reminders and updates.Appointments & Scheduling277Send an appointment reminder earlyManually send a reminder before its scheduled cron time when operational circumstances require earlier participant contact.Appointments & Scheduling278Send a custom appointment emailSend an authorised ad-hoc message from the appointment context while keeping standard automated templates unchanged.Appointments & Scheduling279Understand appointment cron remindersEnsure scheduled reminders, recurring appointments and feedback tasks are processed by the server cron at the required time.Appointments & Scheduling280Request appointment feedbackInvite the customer to rate or comment on a completed appointment through the module's feedback flow.Appointments & Scheduling281Submit or update client appointment feedbackAllow an authorised appointment participant to provide or revise feedback through the protected feedback link or client flow.Appointments & Scheduling282Configure default appointment feedback optionsDefine the response choices presented when Britixo requests feedback after eligible appointments.Appointments & Scheduling283Track appointment email read statusInterpret the module's email-read tracking signal as delivery engagement evidence rather than guaranteed human acknowledgement.Appointments & Scheduling284Recurring appointments overviewUse Britixo recurrence to generate future appointment records through cron while preserving cycle limits, service/provider relationships and individual appointment histories.Appointments & Scheduling285Create a recurring appointmentConfigure a parent appointment to generate future appointments at a supported interval.Appointments & Scheduling286Choose an appointment recurrence frequencySelect weekly, monthly, yearly or custom recurrence based on the actual service schedule.Appointments & Scheduling287Configure custom appointment recurrenceRepeat an appointment every specified number of days, weeks, months or years.Appointments & Scheduling288Set limited or unlimited recurrence cyclesControl when appointment recurrence stops automatically or continues until staff end it.Appointments & Scheduling289Edit a recurring appointmentChange the recurrence parent carefully and understand that previously generated appointments remain independent records.Appointments & Scheduling290Stop a recurring appointmentPrevent future cycles while preserving the parent and all appointments already generated.Appointments & Scheduling291Appointment 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 & Scheduling292Configure 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 & Scheduling293Convert an appointment to an invoiceCreate a Britixo CRM invoice manually from a supported customer appointment and retain the link on the appointment record.Appointments & Scheduling294Automatically create an invoice for an eligible bookingGenerate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.Appointments & Scheduling295Understand appointment invoice eligibilityIdentify why an invoice button or automatic invoice is available, hidden or skipped for a particular appointment.Appointments & Scheduling296View the invoice linked to an appointmentMove between the Britixo appointment and its CRM invoice to compare service delivery with billing and payment status.Appointments & Scheduling297Understand 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 & Scheduling298Use Appointments historyReview the module-wide chronology of appointment creation, updates, approvals, status changes, requests and communications.Appointments & Scheduling299Edit appointment history notesCorrect or clarify the editable note content attached to appointment history without rewriting the underlying lifecycle action.Appointments & Scheduling300Use the Appointments analytics dashboardReview operational appointment volume, outcomes, completion rate, staff activity and service demand across a selected period.Appointments & Scheduling301Filter appointment reports by date rangeApply a defined reporting period and compare like-for-like appointment performance.Appointments & Scheduling302Review 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 & Scheduling303Enable the Today's Appointments widgetShow a compact list of appointments scheduled for the current day on the staff dashboard.Appointments & Scheduling304Enable the Upcoming Appointments widgetDisplay near-future appointment workload on the staff dashboard using the configured upcoming range.Appointments & Scheduling305Configure the Upcoming Appointments widget rangeChoose how far ahead the dashboard widget looks so it stays useful and fast.Appointments & Scheduling306Troubleshoot appointment timezone and date displayResolve appointments appearing on the wrong day or time across staff, client, calendar, reminder and report views.Appointments & Scheduling307Troubleshoot public booking and Appointments permissionsDiagnose missing menus, forbidden pages, hidden services and failed public submissions without weakening Britixo access controls.Appointments & Scheduling

New connected module guides

HR protected exports →Employee 360 PDF →