Turning modules on and off

Modules lets an administrator choose which parts of mcomtask the organization uses, such as Claims, Payroll or CRM. It is for people your administrator has allowed to administer the organization. The Owner has this access.

Open Modules under Manage in the sidebar.

The modules

Module	What it covers
Claims	Expense claims, categories and mileage rates
Advances	Cash advances and their acquittal
Petty cash	Petty cash floats, spends and replenishment
Payables	Suppliers, purchase invoices, payments and payment batches
Receivables	Customers, sales invoices, credit notes and receipts
Banking	Bank accounts, statements and reconciliation
e-Invoice	MyInvois e-Invoice submission
Tax returns	SST-02 returns and their payments
Inventory	Items, units of measure and warehouses
Procurement	Requisitions, purchase orders and goods receipts
Sales	Quotations, sales orders and deliveries
Fixed assets	Asset register, monthly depreciation and disposals
HR	Employee records and their lifecycle
Leave	Leave types, requests, balances and the team calendar
Payroll	Salaries, pay items, monthly runs and payslips
CRM	Accounts, contacts, leads and the sales pipeline

The list on your screen may differ slightly. Under a module, “Needs:” names any module it depends on.

Caution

The Payroll description in the app says “Statutory contributions are entered by hand until P2.” Have your payroll adviser confirm statutory figures before you rely on them.

Switch a module on or off

1. Tick a module to switch it on, or untick it to switch it off.
2. It saves straight away. You see, for example, “Payroll is on” or “Payroll is off”.

The sidebar and everyone’s access follow the change.

What happens when a module is off

“Switching a module off hides it for everyone and keeps its data; switching it back on restores it.”

• Its pages leave the sidebar for everyone, and no one can use it, whatever their role.
• Nothing is deleted. Records, documents and ledger entries made through it stay.
• Rows for that module leave the setup checklist.

Modules that depend on each other

Some modules need another one to be on.

Message	What to do
Switch on the module it needs first.	Tick the module named under “Needs:”, then try again.
Another module that is on needs this one. Switch that off first.	Untick the module that depends on this one first.

During company setup

The Owner first chooses modules in the Modules step of company setup. This page is where you change that choice later.