PRODUCT EXAMPLES

Explore the details, one workflow at a time.

Choose a topic and inspect how records connect. These interactive explanations complement the product’s module directory.

Fictional illustrations, not live ERP screens. These examples create no business records.

The breadth of an ERP. A clearer daily workspace.

More of your business, working together.

Start with the work in front of you. Explore the connected records and tools your team can use as it grows.

From the first quote to the last payment.

Keep customer conversations connected to orders, deliveries, invoices and credit notes. Review what is outstanding before recording the next receipt.

Prepare quotations and sales orders
Create invoices from linked sources
Record partial receipts and allocations

Explore this capability

Explore the connectionsIllustrative product map

JULOAIShared business context

Selected workflow recordQuotation

01 / 04

How it works

One business process, end to end.

Follow an example from quotation to recorded payment. Each step keeps its source documents connected, with human review before submission.

Choose a step. Follow the connected record.

STEP 01

Quotation

Sales builds a quote from the CRM. Pricing rules applied.

Prepared for review

Draft

QUO-0118

CAD 24,820.00

Example customer

QUO-0118

Illustrative product preview with sample data. Review your company’s records and findings in the ERP.

Explore a full example month

Document intelligence, with you in control

From a supplier PDF to a draft you can review.

Give your team a clearer starting point for invoice entry. Keep the original alongside extracted fields, confirm the details, then create the draft.

01Upload the original
02Review supplier, date and line items
03Create a purchase-invoice draft

Try the sample invoice. No files are uploaded or records saved.

See document workflows

Illustrative invoice extraction

supplier-invoice.pdf

Original document

Example Supply Co.

INVOICEINV-2026-0618

Invoice date2026-06-18

Office supplies500.00

Subtotal500.00Tax25.00Total · CAD525.00

Ready for your review

Purchase invoice draft

PINV-DRAFT

Supplier: Example Supply Co.
Date confirmed: 2026-06-18
Item rows extracted: 1
Original attached: supplier-invoice.pdf

Total · CADCA$525.00

You review the fields before saving.

A clearer path to the month’s books

Confidence starts with the source records.

Bring supporting documents, balances and review findings together. Use financial checks to investigate differences and prepare for sign-off.

Explore accounting and review

A trail you can followIllustrative records

The number has a story. Open it.

Follow an example invoice into its journal and receivable ledger. Keep the source reference in view as the perspective changes.

InvoiceDEMO-SINV-001

Example service invoice

CAD 2,500Review the source before submission.

Source reference: DEMO-SINV-001

Illustrative CAD entry excluding tax; no records are created.

Two currencies, one clear record

Keep the original amount in view.

Transaction currency and company-base amounts serve different purposes. Try an example quote.

Transaction amountUSD 1,000

Company base · CADCAD 1,350

Sample quote1 USD = 1.35 CADIllustrative quote · 18 June 2026.

Human review

Give the decision a clear place.

Configured approval policies gate submission for supported financial documents.

PrepareReview the draft and its source.
ReviewCheck the relevant approval policy.
03
SubmitContinue through the document workflow.

Financial history

Who changed which record?

Key financial actions record actors, document references and financial changes for review.

ActorExample operator

DocumentDEMO-SINV-001

Recorded transitionDraft → Submitted

Explore controls and current limits

Built around the people doing the work

One company. Different questions.

Give each conversation a common starting point: the company’s records.

For owners

Where do we stand?

Review receivables, payables and financial reports with the records behind them.

Company balances → financial reports

Explore the related workflow

Example CompanyIllustrative workday

June 2026

Sales invoiced24,820

Open receivables12,480

Bank balance18,950

Example priorities

Selected record

Review a customer invoice

Check the invoice status and remaining balance before planning the next follow-up.

Reference: SINV-0106
Amount / count: CAD 4,800

Keep the business context in view

Example priorities and records. Monetary amounts are CAD; role permissions depend on your company’s configuration.