ProductPlatform
Feature index
Complete list of Numezis product capabilities mapped to documentation hubs.
Browse every product capability with a link to the documentation hub that explains it. Internal-only capabilities (seeding, internal graph) are listed separately and are not part of the public product contract.
Product capabilities (documented)
260 capabilities · 266 total registry entries
| Key | Title | Domain | Module | Risk | Docs | Documentation hub | UAT |
|---|---|---|---|---|---|---|---|
| accounting.analytics.dimensions | Analytical Dimensions on Ledger Lines | accounting | ledger | high | optional | financial-reports | 1 |
| accounting.approval-automations | Workflow Logic and Approval AutomationsHigh-risk /c | accounting | approvals | high | required | approval-workflows | 1 |
| accounting.banking.accounts | Bank Accounts ManagementHigh-risk /c | accounting | banking | high | required | banking-reconciliation | 1 |
| accounting.banking.connections | Bank Connections (bLink AIS) | accounting | banking | medium | optional | banking-reconciliation | 1 |
| accounting.banking.reconciliation | Bank Transaction ReconciliationHigh-risk /c | accounting | banking | high | required | banking-reconciliation | 16 |
| accounting.banking.transactions | Bank Transactions and Statement ImportHigh-risk /c | accounting | banking | high | required | banking-reconciliation | 1 |
| accounting.budgets.plan | Accounting Budget Plans | accounting | accounting_config | low | optional | financial-reports | 1 |
| accounting.budgets.variance-report | Accounting Budget Variance Report | accounting | accounting_config | low | optional | financial-reports | 1 |
| accounting.chart-of-accounts | Chart of Accounts Management | accounting | ledger | medium | optional | chart-of-accounts | 1 |
| accounting.closing.runs | Accounting Closing Runs and Readiness PackageHigh-risk /c | accounting | closing | high | required | Accounting | 2 |
| accounting.compliance.capital-tax | Capital TaxHigh-risk /c | accounting | compliance | high | required | vat | 1 |
| accounting.compliance.corporate-income-tax | Corporate Income TaxHigh-risk /c | accounting | compliance | high | required | vat | 1 |
| accounting.compliance.tax-rules | Compliance Tax Rules | accounting | compliance | medium | optional | vat | 1 |
| accounting.compliance.vat-calculation | VAT Period CalculationHigh-risk /c | accounting | compliance | high | required | vat | 2 |
| accounting.compliance.vat-reporting | VAT Reporting WorkspaceHigh-risk /c | accounting | compliance | high | required | vat | 7 |
| accounting.compliance.vat-reporting.setup | VAT Reporting SetupHigh-risk /c | accounting | compliance | high | required | vat | 2 |
| accounting.compliance.withholding-tax | Withholding Tax Posting | accounting | compliance | high | optional | compliance-profile | 1 |
| accounting.config | Accounting ConfigurationHigh-risk /c | accounting | accounting_config | high | required | chart-of-accounts | 1 |
| accounting.config.closing-policies | Closing Policies Configuration | accounting | closing | medium | optional | period-closing | 1 |
| accounting.config.framework | Accounting Framework and Audit-Ready Runtime | accounting | accounting_config | high | optional | chart-of-accounts | 1 |
| accounting.contingent-liabilities.register | Contingent Liabilities Register | accounting | compliance | low | optional | compliance-profile | 1 |
| accounting.exchange-rates | Accounting Exchange Rates | accounting | accounting_config | medium | optional | chart-of-accounts | 1 |
| accounting.fixed-assets | Fixed Assets Registration and Depreciation | accounting | fixed_assets | medium | optional | fixed-assets | 2 |
| accounting.forecast.cash-flow | Cash Flow Forecast | accounting | accounting_config | low | optional | financial-reports | 1 |
| accounting.integration.money-path | Full Money Path Integration | accounting | ledger | high | optional | Accounting | 1 |
| accounting.ledger.balances | Account Balances | accounting | ledger | medium | optional | journal-entries | 1 |
| accounting.ledger.entries | Ledger Entries LifecycleHigh-risk /c | accounting | ledger | high | required | journal-entries | 3 |
| accounting.ledger.journals | Accounting Journals | accounting | ledger | medium | optional | journal-entries | 1 |
| accounting.ledger.period-management | Fiscal Period Lock and Reopen | accounting | ledger | high | optional | journal-entries | 1 |
| accounting.ledger.sequences | Ledger Sequences | accounting | ledger | medium | optional | journal-entries | 1 |
| accounting.netting | Receivable Payable NettingHigh-risk /c | accounting | ledger | high | required | banking-reconciliation | 2 |
| accounting.netting.agreements | Netting Agreements | accounting | ledger | medium | optional | banking-reconciliation | 1 |
| accounting.outbound-payments | Outbound Payment RunsHigh-risk /c | accounting | ledger | high | optional | Accounting | 1 |
| accounting.payment.two-step-posting | Two-Step Payment PostingHigh-risk /c | accounting | banking | high | required | two-step-payment-posting | 2 |
| accounting.period-closing | Period and Year-End ClosingHigh-risk /c | accounting | closing | high | required | period-closing | 3 |
| accounting.policy.product-resolution | Product and Category Account Resolution | accounting | ledger | high | optional | chart-of-accounts | 2 |
| accounting.policy.rules | Accounting Policy RulesHigh-risk /c | accounting | ledger | high | required | chart-of-accounts | 1 |
| accounting.provisions.management | Provisions Management | accounting | compliance | medium | optional | compliance-profile | 1 |
| accounting.reports.balance-sheet | Balance Sheet ReportHigh-risk /c | accounting | ledger | high | required | financial-reports | 1 |
| accounting.reports.cash-flow | Cash Flow ReportHigh-risk /c | accounting | ledger | high | required | financial-reports | 1 |
| accounting.reports.general-ledger | General Ledger ReportHigh-risk /c | accounting | ledger | high | required | financial-reports | 1 |
| accounting.reports.profit-and-loss | Profit and Loss ReportHigh-risk /c | accounting | ledger | high | required | financial-reports | 1 |
| accounting.reports.trial-balance | Trial Balance ReportHigh-risk /c | accounting | ledger | high | required | financial-reports | 1 |
| accounting.reports.vat | VAT Report DashboardHigh-risk /c | accounting | compliance | high | required | financial-reports | 1 |
| accounting.runtime.audit-readonly-mode | Audit Read-Only ModeHigh-risk /c | accounting | accounting_config | high | required | chart-of-accounts | 1 |
| accounting.runtime.audit-ready | Audit-Ready Runtime Profile | accounting | accounting_config | high | optional | chart-of-accounts | 1 |
| accounting.settlements.open-items | Open Items and SettlementsHigh-risk /c | accounting | ledger | high | required | banking-reconciliation | 1 |
| accounting.vat-declarations | VAT Declaration and SubmissionHigh-risk /c | accounting | compliance | high | required | vat | 9 |
| accounting.vat.ech0217-proofs | Swiss VAT eCH/AFC ProofsHigh-risk /c | accounting | vat | high | required | vat | 1 |
| agent_widget_attachments | Agent widget document attachments | ai | agents | high | optional | Agents & MCP | 1 |
| agent.approval-workflow | AI Agent Invoice Draft Creation and Approval | ai | agents | high | optional | Agents & MCP | 4 |
| agent.golden-tasks | Execute Golden Agent Tasks from Company Agent | ai | agents | high | optional | Agents & MCP | 2 |
| auth_login | User Authentication & Sign-in | auth | system | high | optional | first-login | 3 |
| auth.session-security.refresh-race | Refresh Rotation Race Session SecurityHigh-risk /c | auth | system | high | optional | first-login | 1 |
| billing.stripe-subscription | Tenant Billing via Stripe | billing | — | high | optional | free-trial-vs-paid | 15 |
| channels.telegram.document-to-entity | Telegram Ingestion: Document to Entity | channels | documents | high | optional | messaging | 5 |
| channels.whatsapp.document-to-entity | WhatsApp Ingestion: Document to Entity | channels | documents | high | optional | messaging | 4 |
| collaboration.approvals.request-and-approve | Request and Approve Company ApprovalsHigh-risk /c | collaboration | approvals | high | required | approvals | 2 |
| collaboration.documents.audit-redaction | Audit Log Filename Redaction for PII Protection | documents | documents | medium | optional | infrastructure | 1 |
| collaboration.documents.gcs-lifecycle-iam | GCS Lifecycle Policy and IAM Role Enforcement | documents | documents | high | optional | infrastructure | 1 |
| collaboration.documents.gcs-reconciliation | GCS-DB Reconciliation Worker for Data Alignment | documents | documents | high | optional | infrastructure | 1 |
| collaboration.documents.malware-scan | Malware Scan Enforcement for Document Upload | documents | documents | high | optional | infrastructure | 1 |
| collaboration.documents.rate-limiting | Upload Rate Limiting for Document Security | documents | documents | medium | optional | infrastructure | 1 |
| collaboration.documents.text-encryption | Extracted Text Encryption with AES-256-GCM | documents | documents | high | optional | infrastructure | 1 |
| collaboration.email-ingestion | Inbound Email Ingestion with Routing and SecurityHigh-risk /c | collaboration | documents | high | optional | email-ingestion | 1 |
| collaboration.notes | Company Knowledge NotesHigh-risk /c | collaboration | notes | high | required | notes | 0 |
| company.access.users | Company User, Group, and Permission ManagementHigh-risk /c | access | — | high | required | invite-team | 3 |
| company.dashboard | Company Dashboard with KPI Widgets and Quick Actions | dashboard | — | medium | optional | company | 8 |
| company.intelligence.automations | Company Intelligence Automations Catalog and Runs | ai | agents | medium | optional | what-is-numezis | 1 |
| company.intelligence.hub | Company Intelligence Hub with Agent, Activity, and Traces | ai | agents | medium | optional | company | 8 |
| company.notifications | Company Notification Center with Preferences | notifications | — | medium | optional | company | 2 |
| company.profile | User Profile View and Edit in Company Context | portal | — | low | optional | company | 1 |
| company.reports | Cross-Module Reports Hub with Export | reports | — | medium | optional | company | 1 |
| contacts.management | Create, View, Edit, and Search Contacts | contacts | contacts | medium | optional | overview | 2 |
| contacts.owner-address-links | Manage Owner Address Links | contacts | contacts | medium | optional | overview | 1 |
| crm.activities.reminders | CRM Activity Follow-Up RemindersHigh-risk /c | crm | crm_activities | high | required | config | 2 |
| crm.activities.tracking | CRM Lead Activities Tracking | crm | crm_activities | medium | optional | config | 1 |
| crm.configuration | CRM Configuration and Assignment Policy | crm | crm_config | medium | optional | config | 1 |
| crm.lead-capture.intake-and-routing | CRM Lead Capture Intake and Routing | crm | crm_lead_capture | high | required | CRM | 2 |
| crm.leads.crud-and-list | CRM Lead CRUD and ListHigh-risk /c | crm | crm_leads | high | required | leads | 1 |
| crm.leads.enrichment-zefix | CRM Lead Enrichment via Zefix (CH) | crm | crm_leads | medium | optional | leads | 1 |
| crm.leads.kanban-view | CRM Lead Kanban View and Stage Transitions | crm | crm_leads | medium | optional | leads | 1 |
| crm.leads.lifecycle | CRM Lead Custom Lifecycle Management | crm | crm_leads | medium | optional | leads | 2 |
| crm.opportunities.crud-and-list | CRM Opportunity CRUD and ListHigh-risk /c | crm | crm_deals | high | required | opportunities | 1 |
| crm.opportunities.kanban-and-forecast | CRM Opportunity Kanban View and Sales Forecast | crm | crm_deals | medium | optional | opportunities | 1 |
| crm.opportunities.lifecycle | Lead Opportunity Account Contract Lifecycle | crm | crm_deals | high | optional | opportunities | 2 |
| crm.pipelines.management | CRM Pipeline Creation and Stage ManagementHigh-risk /c | crm | crm_pipelines | high | required | pipelines | 1 |
| crm.reasons.won-lost-catalogs | CRM Won/Lost Reason Catalogs | crm | crm_reasons | medium | optional | config | 1 |
| crm.reporting | CRM Pipeline Health and Sales Forecast Reports | crm | crm_config | medium | optional | CRM | 1 |
| crm.sources.crud-and-list | CRM Sources CRUD and Catalog Management | crm | crm_sources | medium | optional | config | 1 |
| crm.tags.crud-and-list | CRM Tags CRUD and Linking | crm | crm_tags | medium | optional | config | 1 |
| customer-accounts.accounts.crud | Customer Account CRUD and LifecycleHigh-risk /c | customer_accounts | customer_accounts | high | required | overview | 2 |
| customer-accounts.configuration | Customer Accounts Configuration | customer_accounts | customer_accounts | low | optional | overview | 1 |
| customer-accounts.contracts | Service Contract CRUD and Project BootstrapHigh-risk /c | customer_accounts | customer_accounts | high | required | contracts | 2 |
| customer-accounts.lifecycle | Customer Account Contract Delivery Setup Lifecycle | customer_accounts | customer_accounts | high | optional | overview | 2 |
| customer-accounts.navigation | Customer Accounts Cross-Domain Navigation | customer_accounts | customer_accounts | medium | optional | overview | 1 |
| customer-accounts.portfolios | Service Portfolio CRUD | customer_accounts | customer_accounts | medium | optional | overview | 2 |
| directory.internal_cms | Fiduciary Directory Internal CMS | platform | system | high | optional | infrastructure | 1 |
| directory.partner_profile | Partner Fiduciary Directory Self-Service | marketing | system | medium | optional | partner | 0 |
| directory.public_guide | Swiss Fiduciary Public Directory | marketing | system | medium | optional | for-fiduciaries | 0 |
| documents_upload | Document Upload & ProcessingHigh-risk /c | documents | documents | high | required | upload | 4 |
| documents-engine.branding.company-branding | Company Branding Configuration | documents-engine | — | medium | optional | overview | 1 |
| documents-engine.generated-documents.batch-generation | Batch Document Generation and DownloadHigh-risk /c | documents-engine | — | high | required | generated-documents | 1 |
| documents-engine.generated-documents.docx-export | DOCX Document Export from Templates | documents-engine | — | high | optional | generated-documents | 1 |
| documents-engine.generated-documents.pdf-generation | PDF Document Generation from TemplatesHigh-risk /c | documents-engine | — | high | required | generated-documents | 1 |
| documents-engine.templates.conditional-visibility | Conditional Block Visibility in Templates | documents-engine | — | medium | optional | templates | 1 |
| documents-engine.templates.creation | Document Template Creation and VersioningHigh-risk /c | documents-engine | — | high | required | templates | 1 |
| documents-engine.templates.email-templates | Email Template Creation with CSS Inlining | documents-engine | — | medium | optional | templates | 1 |
| documents-engine.templates.multi-page-layout | Multi-Page Layout with Page Breaks and Headers | documents-engine | — | medium | optional | templates | 1 |
| documents-engine.templates.qr-barcode-helpers | QR Code and Barcode Handlebars Helpers | documents-engine | — | low | optional | templates | 1 |
| documents-engine.templates.snippets | Template Snippets Save and Insert | documents-engine | — | low | optional | templates | 1 |
| documents-engine.templates.visual-builder | Visual Template Builder with Blocks and Styles | documents-engine | — | medium | optional | templates | 1 |
| hr.configuration | HR Module Configuration | hr | hr_config | medium | optional | HR & Payroll | 1 |
| hr.documents.certificates | Salary and Work Certificates | hr | hr | high | optional | HR & Payroll | 2 |
| hr.employees.lifecycle | Create Employee with Contract and Full Lifecycle | hr | hr | medium | optional | HR & Payroll | 3 |
| hr.leave-management.requests | Leave Request and Approval WorkflowHigh-risk /c | hr | hr | high | required | leave | 2 |
| hr.payroll.bank-handoff | Payroll Bank Handoff and Salary Payout ArtifactHigh-risk /c | hr | payroll | high | optional | payroll | 1 |
| hr.payroll.calculation | Payroll Calculation with Swiss ContributionsHigh-risk /c | hr | payroll | high | required | payroll | 6 |
| hr.performance-reviews.crud | Performance Review CRUD and LifecycleHigh-risk /c | hr | hr | high | required | performance | 2 |
| hr.performance-reviews.cycles | Performance Review Cycles ManagementHigh-risk /c | hr | hr | high | required | performance | 1 |
| hr.performance-reviews.feedback-360 | 360 Feedback Request and Response | hr | hr | medium | optional | performance | 1 |
| hr.performance-reviews.goals-tracking | Performance Review Goals Tracking | hr | hr | medium | optional | performance | 1 |
| hr.performance-reviews.self-assessment | Employee Self-Assessment Submission | hr | hr | medium | optional | performance | 1 |
| hr.self-service.workspace | Employee Self-Service WorkspaceHigh-risk /c | hr | hr | high | optional | HR & Payroll | 1 |
| hr.time-tracking | Time Entry Logging and Validation | hr | time_entries | medium | optional | HR & Payroll | 2 |
| internal.account.profile-settings | Internal Account Profile and Settings Surfaces | platform | — | medium | optional | what-is-numezis | 1 |
| inventory.products.management | Create Product and Manage Stock | inventory | inventory | medium | optional | Inventory | 4 |
| inventory.returns | Inventory Returns Processing Workflow | inventory | inventory | medium | optional | Inventory | 2 |
| inventory.serial-tracking | Product Serial and Batch TrackingHigh-risk /c | inventory | inventory | high | optional | Inventory | 1 |
| inventory.stocktakes | Physical Stocktake WorkflowsHigh-risk /c | inventory | inventory | high | required | stocktakes | 2 |
| inventory.transfers | Inventory Transfers Between Warehouses | inventory | inventory | medium | optional | Inventory | 2 |
| inventory.warehouses | Warehouse Management and Zones | inventory | inventory | low | optional | Inventory | 1 |
| invoices_create | Sales Invoices CreationHigh-risk /c | sales | invoices | high | required | invoices | 3 |
| marketing.public_auth_header | Public Auth Header | marketing | — | high | optional | what-is-numezis | 1 |
| mcp.partner_public_catalog_tools | Partner Public MCP Tool Catalog | ai | agents | high | optional | partner | 1 |
| mcp.public_catalog_tools | Company and Tenant Public MCP Tool Catalog | ai | agents | medium | optional | Agents & MCP | 2 |
| onboarding.company-creation | CH Company Creation with Compliance Fields | auth | — | high | optional | onboarding | 2 |
| onboarding.demo-seed | CH Company Auto Demo Seed | auth | — | high | optional | onboarding | 1 |
| onboarding.wizard | Tenant Onboarding Wizard (5 Steps) | auth | — | high | optional | onboarding | 5 |
| partner.access.groups | Partner Access Groups Lifecycle | access | — | medium | optional | partner | 1 |
| partner.access.permissions | Partner Access Permissions Visibility | access | — | medium | optional | partner | 1 |
| partner.access.users | Partner Access Users Lifecycle | access | — | high | optional | partner | 1 |
| partner.advisory.reporting | Partner Advisory Reporting Catalog | portal | — | low | optional | partner | 1 |
| partner.beta-guide.journey | Partner Beta Guide Journey | portal | — | low | optional | partner | 1 |
| partner.clients.360 | Partner Client 360 Governance | portal | — | high | optional | partner | 2 |
| partner.clients.list | Partner Clients List and Navigation | portal | — | high | optional | for-fiduciaries | 1 |
| partner.collection.client | Company Document Requests Inbox | documents | documents | medium | optional | partner | 1 |
| partner.collection.fleet | Partner Document Collection Fleet | documents | — | high | optional | partner | 1 |
| partner.crm.pipeline | Partner CRM Prospect Pipeline | portal | — | medium | optional | partner | 1 |
| partner.deadlines.supervision | Partner Deadlines Supervision | dashboard | — | high | optional | partner | 2 |
| partner.delegation.grants | Partner Client Delegation Grants | access | — | high | optional | partner | 3 |
| partner.delegation.templates | Partner Delegation Templates | access | — | medium | optional | partner | 1 |
| partner.fleet.accounting | Partner Fleet Accounting Work Items | accounting | — | high | optional | partner | 1 |
| partner.fleet.documents | Partner Fleet Documents Projection | documents | — | high | optional | partner | 1 |
| partner.fleet.inbox | Partner Fleet Inbox Triage | dashboard | — | high | optional | partner | 1 |
| partner.fleet.vat | Partner Fleet VAT Projection | dashboard | — | high | optional | partner | 1 |
| partner.intelligence.agent | Partner Intelligence Hub with Agent Chat, Tools, and Governance | ai | agents | high | optional | partner | 2 |
| partner.invitations.lifecycle | Partner Client Invitations Lifecycle | portal | — | high | optional | partner | 1 |
| partner.kyc.profile | Partner Client KYC Profile | portal | — | high | optional | partner | 1 |
| partner.mandate.edit | Partner Mandate Edit Governance | portal | — | high | optional | partner | 1 |
| partner.mandate.exit | Partner Mandate Exit Checklist | portal | — | high | optional | partner | 1 |
| partner.mandate.templates | Partner Mandate Template Packages | portal | — | high | optional | partner | 1 |
| partner.notifications.center | Partner Notifications Center and Preferences | notifications | — | medium | optional | partner | 1 |
| partner.operations.allocation | Partner Operations Capacity Allocation | portal | — | medium | optional | partner | 1 |
| partner.operations.team | Partner Operations Team Staffing | portal | — | high | optional | partner | 1 |
| partner.operations.timesheets | Partner Operations Timesheets | portal | — | high | optional | partner | 1 |
| partner.performance.fleet | Partner Fleet Performance Alerts | reports | — | high | optional | partner | 2 |
| partner.portal.dashboard | Partner Dashboard Overview and Shortcuts | dashboard | — | medium | optional | for-fiduciaries | 2 |
| partner.profile.session | Partner Profile and Session Controls | portal | — | low | optional | partner | 1 |
| partner.settings.audit | Partner Audit Traceability | portal | — | medium | optional | partner | 1 |
| partner.settings.connectors | Partner Connectors Settings and Google OAuth Lifecycle | portal | — | medium | optional | partner | 1 |
| partner.settings.general | Partner General Settings Governance | portal | — | medium | optional | partner | 1 |
| partner.team-access | Partner Team Access | access | — | high | optional | partner | 2 |
| projects.ai-automation | Project AI Skills and Automations | projects | projects | high | required | Projects | 1 |
| projects.budget | Project Budget Tracking and AllocationHigh-risk /c | projects | budgets | high | required | budget | 1 |
| projects.capacity-planning | Project Capacity PlanningHigh-risk /c | projects | projects | high | required | Projects | 1 |
| projects.delivery-setup | Project Delivery Setup CRUDHigh-risk /c | projects | projects | high | required | Projects | 1 |
| projects.expense-documents | Project Expense Document Evidence and ApprovalHigh-risk /c | projects | project_expenses | high | required | Projects | 1 |
| projects.integrations | Project Jira and Asana Task Integrations | projects | projects | high | required | Projects | 1 |
| projects.invoice-cash | Project Invoice to Cash and AccountingHigh-risk /c | projects | projects | high | required | Projects | 1 |
| projects.lifecycle | Create Project and Manage Lifecycle | projects | projects | medium | optional | Projects | 5 |
| projects.resource-reporting | Project Resource Allocation and ReportingHigh-risk /c | projects | projects | high | required | Projects | 2 |
| projects.revenue-recognition | Project Revenue RecognitionHigh-risk /c | projects | projects | high | required | Projects | 1 |
| projects.tasks | Project Tasks CRUD and LifecycleHigh-risk /c | projects | project_tasks | high | required | Projects | 2 |
| projects.time-ch-legal | Swiss Legal Project Time via HR Time TrackingHigh-risk /c | projects | time_entries | high | required | Projects | 1 |
| projects.time-entries | Project Timesheet EntriesHigh-risk /c | projects | time_entries | high | required | Projects | 2 |
| purchases.bills.lifecycle | Bill Lifecycle Submit Post PayHigh-risk /c | purchases | bills | high | required | bills | 2 |
| purchases.bills.multi-currency | Multi-Currency Purchase BillsHigh-risk /c | purchases | bills | high | required | bills | 1 |
| purchases.bills.ocr-review | Bill OCR Review and PostHigh-risk /c | purchases | bills | high | required | bills | 1 |
| purchases.budgets.management | Purchase Budgets Create and ManagementHigh-risk /c | purchases | budgets | high | required | budgets | 1 |
| purchases.config | Purchases Module Configuration | purchases | purchase_config | medium | optional | Purchases | 1 |
| purchases.credit-notes | Purchase Credit NotesHigh-risk /c | purchases | purchase_credit_notes | high | required | credit-notes | 2 |
| purchases.document-to-entity.create-form-redirect | Bill and Expense Create Forms Redirect to Work ItemsHigh-risk /c | purchases | bills | high | required | ocr-to-bill | 2 |
| purchases.document-to-entity.desktop-ux | Purchase Workbench Desktop UX Coherence | purchases | bills | medium | optional | ocr-to-bill | 2 |
| purchases.document-to-entity.draft-durability | Workbench Draft Fields Durability Across Refresh | purchases | bills | medium | optional | ocr-to-bill | 1 |
| purchases.document-to-entity.duplicate-blocking | Duplicate Invoice BlockingHigh-risk /c | purchases | bills | high | required | ocr-to-bill | 1 |
| purchases.document-to-entity.email-ingestion | Email Ingestion to Purchase WorkbenchHigh-risk /c | purchases | bills | high | required | supplier-documents | 1 |
| purchases.document-to-entity.email-to-bill | Purchase Inbox: Email to BillHigh-risk /c | purchases | bills | high | required | supplier-documents | 1 |
| purchases.document-to-entity.exception-routing | Structured Exception Routing in Purchase Workbench | purchases | bills | medium | optional | ocr-to-bill | 2 |
| purchases.document-to-entity.legacy-redirects | Legacy OCR Routes Redirect to Purchase Inbox | purchases | bills | medium | optional | ocr-to-bill | 1 |
| purchases.document-to-entity.mobile-ux | Purchase Workbench Mobile UX Usability | purchases | bills | medium | optional | ocr-to-bill | 1 |
| purchases.document-to-entity.multiple-items | Document Multiple Work Items Handoff | purchases | documents | medium | optional | ocr-to-bill | 1 |
| purchases.document-to-entity.ocr-correction | OCR Correction WorkbenchHigh-risk /c | purchases | bills | high | required | ocr-to-bill | 1 |
| purchases.document-to-entity.ocr-prefill | Expense and Bill Creation with OCR Draft PrefillHigh-risk /c | purchases | bills | high | required | ocr-to-bill | 1 |
| purchases.document-to-entity.permissions | Purchase Workbench Document and Entity Permissions | purchases | bills | high | optional | ocr-to-bill | 1 |
| purchases.document-to-entity.po-backed-bill | PO-Backed Bill ReviewHigh-risk /c | purchases | bills | high | required | purchase-orders | 1 |
| purchases.document-to-entity.receipt-to-expense | Purchase Inbox: Receipt to ExpenseHigh-risk /c | purchases | expenses | high | required | expense-reports | 2 |
| purchases.document-to-entity.zero-ocr-lines | Workbench with Zero OCR Lines | purchases | bills | medium | optional | ocr-to-bill | 1 |
| purchases.expense-reports.processing | Expense Report Processing WorkflowHigh-risk /c | purchases | expense_reports | high | required | expense-reports | 3 |
| purchases.expenses.standalone-lifecycle | Standalone Expense LifecycleHigh-risk /c | purchases | expenses | high | required | expenses | 2 |
| purchases.procure-to-pay | Full Procure-to-Pay CycleHigh-risk /c | purchases | purchase_orders | high | required | purchase-orders | 1 |
| purchases.purchase-orders | Purchase Order LifecycleHigh-risk /c | purchases | purchase_orders | high | required | purchase-orders | 3 |
| purchases.reports.analysis | Purchases Reporting (Vendor Analysis and Budget Variance) | purchases | bills | medium | optional | Purchases | 1 |
| purchases.vendor-management.master-data | Vendor Management and Master Data | purchases | vendor_management | medium | optional | vendors | 1 |
| sales.bank-qr-reconciliation | Sales QR Reference Bank ReconciliationHigh-risk /c | sales | invoices | high | required | Sales | 1 |
| sales.bulk-operations | Sales Bulk Operations UI | sales | invoices | medium | optional | Sales | 2 |
| sales.configuration | Sales Document Configuration | sales | sales_config | medium | optional | Sales | 1 |
| sales.country-lifecycle | Country-Specific Sales Invoice Lifecycles | sales | invoices | high | optional | Sales | 5 |
| sales.delivery-notes | Sales Delivery Notes | sales | delivery_notes | medium | optional | Sales | 2 |
| sales.ebill.sandbox | Swiss eBill Sandbox SubmissionHigh-risk /c | sales | invoices | high | required | Sales | 1 |
| sales.invoices.ai-creation | AI-Driven Invoice Creation | sales | invoices | high | optional | invoices | 1 |
| sales.invoices.compliance-payment-fields | Invoice Compliance Payment FieldsHigh-risk /c | sales | invoices | high | required | invoices | 1 |
| sales.invoices.credit-notes | Sales Credit NotesHigh-risk /c | sales | sales_credit_notes | high | required | invoices | 3 |
| sales.invoices.customer-reminder-automation | Customer Payment Reminder AutomationHigh-risk /c | sales | invoices | high | required | invoices | 1 |
| sales.invoices.email-send | Invoice Email Send and ReminderHigh-risk /c | sales | invoices | high | required | invoices | 1 |
| sales.invoices.partial-payment | Partial Payment and Overdue Reminder | sales | invoices | high | optional | invoices | 1 |
| sales.invoices.pdf-generation | Sales Invoice PDF Generation | sales | invoices | high | optional | invoices | 1 |
| sales.invoices.qr-bill | Swiss QR-Bill on InvoicesHigh-risk /c | sales | invoices | high | required | qr-bill | 1 |
| sales.invoices.qr-bill-2.4 | Swiss QR-Bill 2.4 ComplianceHigh-risk /c | sales | invoices | high | required | qr-bill | 1 |
| sales.invoices.recurring-automation | Recurring Invoice AutomationHigh-risk /c | sales | invoices | high | required | invoices | 1 |
| sales.invoices.two-step-payment | Two-Step Payment Posting | sales | invoices | high | optional | invoices | 1 |
| sales.online-payment.checkout | Online Invoice Payment Checkout | sales | invoices | medium | required | Sales | 1 |
| sales.order-to-cash | Order-to-Cash CycleHigh-risk /c | sales | orders | high | required | Sales | 5 |
| sales.orders | Sales Orders Management | sales | orders | medium | optional | orders | 3 |
| sales.public-access.guest-portal | Sales Guest Portal Public Access | sales | invoices | high | optional | Sales | 2 |
| sales.quotes | Sales Quotes Management | sales | quotes | medium | optional | quotes | 3 |
| sales.reporting | Sales Performance Reporting | sales | sales_config | medium | optional | Sales | 1 |
| sales.template-customization | Sales Invoice PDF and Email Template OverridesHigh-risk /c | sales | invoices | high | required | Sales | 1 |
| security.mfa | Enable and Enforce MFA for Tenant Users | auth | — | high | optional | first-login | 1 |
| seeding.baseline-verification | CH Baseline Cross-Module Seeded Data VerificationHigh-risk /c | notifications | — | high | optional | infrastructure | 1 |
| settings.compliance.country-change | Country Change and Identifier Clearance | accounting | compliance | high | optional | compliance-profile | 1 |
| settings.compliance.profile | Compliance Profile and VAT PersistenceHigh-risk /c | accounting | compliance | high | required | compliance-profile | 4 |
| settings.compliance.vat-guidance | VAT Applicability Guidance in SettingsHigh-risk /c | accounting | compliance | high | required | compliance-profile | 3 |
| superadmin.access.rbac-alerts | Superadmin RBAC Alerts and Remediation | platform | — | high | optional | what-is-numezis | 1 |
| superadmin.compliance.layout | Superadmin Country Compliance Layout | compliance | — | medium | optional | what-is-numezis | 1 |
| superadmin.compliance.vat-country-configuration | Superadmin Swiss VAT Country Rules | compliance | — | high | optional | what-is-numezis | 1 |
| tasks.approval-templates | Legacy Workflow Approval Templates | collaboration | tasks | medium | optional | approvals | 2 |
| tasks.approvals-refresh | Multi-Tier Visual Approvals Refresh ConsistencyHigh-risk /c | collaboration | approvals | high | optional | approvals | 2 |
| tenant.access.groups | Tenant Groups and Permission Management | access | — | high | optional | tenant | 1 |
| tenant.access.users | Tenant User Invite, Role Management, and Deactivation | access | — | high | optional | tenant | 2 |
| tenant.companies.management | Tenant Company List, Create, and Lifecycle | portal | — | high | optional | tenant | 1 |
| tenant.intelligence.agent | Tenant Intelligence Agent, Activity Log, and Trace Viewer | ai | agents | medium | optional | tenant | 2 |
| tenant.intelligence.automations | Tenant Intelligence Automations Editor | ai | agents | medium | optional | tenant | 7 |
| tenant.intelligence.config | Tenant Intelligence Configuration Governance | ai | agents | high | optional | tenant | 2 |
| tenant.intelligence.skill_policies | Tenant Agent Skill Policy Governance | ai | agents | medium | optional | tenant | 0 |
| tenant.intelligence.skills | Tenant Intelligence Skills Editor and Capabilities Catalog | ai | agents | medium | optional | tenant | 1 |
| tenant.portal.dashboard | Tenant Dashboard and Notification Management | dashboard | — | medium | optional | tenant | 2 |
| tenant.portal.profile | Tenant User Profile and Module Configuration | portal | — | medium | optional | tenant | 1 |
| tenant.settings.general | Tenant General Settings, Security Metrics, and Audit Log | portal | — | medium | optional | tenant | 1 |
| tenant.settings.integrations | Tenant Integrations, Channels, and Danger Zone | portal | — | high | optional | tenant | 1 |
Internal / non-public
These registry entries are intentionally excluded from public user documentation.
| Key | Title | Domain | Module | Risk | Docs | Documentation hub | UAT |
|---|---|---|---|---|---|---|---|
| ai.business-graph | Business Graph and Company Entities | ai | agents | medium | none | — | 2 |
| marketing.public_homepage_hero | Public Homepage Hero Product Preview | marketing | — | medium | none | — | 6 |
| platform.form_ux_rollout | Form UX Rollout Golden Flows | platform | — | high | none | — | 2 |
| platform.list-engine.capability-matrix | ListEngine and TableView Capability Matrix | platform | — | high | none | — | 9 |
| seeding.replay-reset | Replay and Reset CH Company Demo Seed | notifications | — | high | none | — | 2 |
| seeding.seed-traceability | Company Demo Seed Pipeline Traceability | notifications | — | high | none | — | 1 |