White paperPlatform & IT
Choosing modules: start small, grow without migrations
Which Modulix modules to turn on first, what each one brings with it, and how to add the ledger, purchasing or automation later without moving any data.
8 min
Resources
Practical help for running a growing business
Articles and guides on closing the books, quoting and invoicing, stock and purchasing, and running Modulix well.
BlogFinance & accounting
Month-end close for small finance teams: a checklist that holds up
A seven-step close for teams where one or two people do the books: post everything, reconcile the banks, check receivables, payables and tax, adjust, review, and close the period.
6 min
White paperOperations & inventory
Moving off spreadsheets: a data migration plan for your first ERP
A practical plan for moving customers, products, suppliers, balances and stock from spreadsheets into Modulix: what to import, in which order, and how to check it worked.
7 min
BlogFinance & accounting
Bank reconciliation without spreadsheets
Import the statement, let the obvious matches happen, deal with the rest in one dialog, and reconcile only when the difference is zero. How bank reconciliation works in Modulix.
5 min
BlogFinance & accounting
GST/HST returns straight from the ledger
Set up tax rules once, let invoices, bills and expense claims post their tax, and prepare the GST/HST return from the ledger. What Modulix does, and what stays with you.
5 min
BlogOperations & inventory
Approval workflows that don't slow you down
Approvals protect the business only if people actually decide. Eight practical rules for workflows that catch what matters and stay out of the way of everything else.
5 min
White paperPlatform & IT
Designing roles and permissions for a growing team
How to set up roles in Modulix so people have what they need and no more: built-in roles, custom roles, record scopes, separation of duties and how to review it all.
7 min
BlogPlatform & IT
Self-hosting your ERP: what to plan for
Running your business system on your own servers gives you control, and some responsibilities. Database, storage, secrets, email, upgrades and backups: what to decide before you go live.
6 min
BlogSales & CRM
Quote to cash in one system: where the hand-offs break
Most sales errors happen between tools: a price re-typed, stock promised twice, an invoice that does not match the order. How keeping the whole flow in one system removes the gaps.
5 min