ProduitPlateforme
Index des fonctionnalités
Liste complète des fonctionnalités produit Numezis associées aux hubs de documentation.
Parcourez chaque fonctionnalité produit avec un lien vers le hub de documentation qui l'explique. Les fonctionnalités purement internes (seeding, graphe interne) sont listées séparément et ne font pas partie du contrat public du produit.
Capacités produit (documentées)
260 capabilities · 266 total registry entries
| Clé | Titre | Domaine | Module | Risque | Doc | Hub documentation | UAT |
|---|---|---|---|---|---|---|---|
| accounting.analytics.dimensions | Analytical Dimensions on Ledger Lines | accounting | ledger | high | optional | financial-reports | 1 |
| accounting.approval-automations | Workflow Logic and Approval AutomationsRisque élevé /c | accounting | approvals | high | required | approval-workflows | 1 |
| accounting.banking.accounts | Bank Accounts ManagementRisque élevé /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 ReconciliationRisque élevé /c | accounting | banking | high | required | banking-reconciliation | 16 |
| accounting.banking.transactions | Bank Transactions and Statement ImportRisque élevé /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 PackageRisque élevé /c | accounting | closing | high | required | Accounting | 2 |
| accounting.compliance.capital-tax | Capital TaxRisque élevé /c | accounting | compliance | high | required | vat | 1 |
| accounting.compliance.corporate-income-tax | Corporate Income TaxRisque élevé /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 CalculationRisque élevé /c | accounting | compliance | high | required | vat | 2 |
| accounting.compliance.vat-reporting | VAT Reporting WorkspaceRisque élevé /c | accounting | compliance | high | required | vat | 7 |
| accounting.compliance.vat-reporting.setup | VAT Reporting SetupRisque élevé /c | accounting | compliance | high | required | vat | 2 |
| accounting.compliance.withholding-tax | Withholding Tax Posting | accounting | compliance | high | optional | compliance-profile | 1 |
| accounting.config | Accounting ConfigurationRisque élevé /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 LifecycleRisque élevé /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 NettingRisque élevé /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 RunsRisque élevé /c | accounting | ledger | high | optional | Accounting | 1 |
| accounting.payment.two-step-posting | Two-Step Payment PostingRisque élevé /c | accounting | banking | high | required | two-step-payment-posting | 2 |
| accounting.period-closing | Period and Year-End ClosingRisque élevé /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 RulesRisque élevé /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 ReportRisque élevé /c | accounting | ledger | high | required | financial-reports | 1 |
| accounting.reports.cash-flow | Cash Flow ReportRisque élevé /c | accounting | ledger | high | required | financial-reports | 1 |
| accounting.reports.general-ledger | General Ledger ReportRisque élevé /c | accounting | ledger | high | required | financial-reports | 1 |
| accounting.reports.profit-and-loss | Profit and Loss ReportRisque élevé /c | accounting | ledger | high | required | financial-reports | 1 |
| accounting.reports.trial-balance | Trial Balance ReportRisque élevé /c | accounting | ledger | high | required | financial-reports | 1 |
| accounting.reports.vat | VAT Report DashboardRisque élevé /c | accounting | compliance | high | required | financial-reports | 1 |
| accounting.runtime.audit-readonly-mode | Audit Read-Only ModeRisque élevé /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 SettlementsRisque élevé /c | accounting | ledger | high | required | banking-reconciliation | 1 |
| accounting.vat-declarations | VAT Declaration and SubmissionRisque élevé /c | accounting | compliance | high | required | vat | 9 |
| accounting.vat.ech0217-proofs | Swiss VAT eCH/AFC ProofsRisque élevé /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 SecurityRisque élevé /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 ApprovalsRisque élevé /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 SecurityRisque élevé /c | collaboration | documents | high | optional | email-ingestion | 1 |
| collaboration.notes | Company Knowledge NotesRisque élevé /c | collaboration | notes | high | required | notes | 0 |
| company.access.users | Company User, Group, and Permission ManagementRisque élevé /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 RemindersRisque élevé /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 ListRisque élevé /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 ListRisque élevé /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 ManagementRisque élevé /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 LifecycleRisque élevé /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 BootstrapRisque élevé /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 & ProcessingRisque élevé /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 DownloadRisque élevé /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 TemplatesRisque élevé /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 VersioningRisque élevé /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 WorkflowRisque élevé /c | hr | hr | high | required | leave | 2 |
| hr.payroll.bank-handoff | Payroll Bank Handoff and Salary Payout ArtifactRisque élevé /c | hr | payroll | high | optional | payroll | 1 |
| hr.payroll.calculation | Payroll Calculation with Swiss ContributionsRisque élevé /c | hr | payroll | high | required | payroll | 6 |
| hr.performance-reviews.crud | Performance Review CRUD and LifecycleRisque élevé /c | hr | hr | high | required | performance | 2 |
| hr.performance-reviews.cycles | Performance Review Cycles ManagementRisque élevé /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 WorkspaceRisque élevé /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 TrackingRisque élevé /c | inventory | inventory | high | optional | Inventory | 1 |
| inventory.stocktakes | Physical Stocktake WorkflowsRisque élevé /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 CreationRisque élevé /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 AllocationRisque élevé /c | projects | budgets | high | required | budget | 1 |
| projects.capacity-planning | Project Capacity PlanningRisque élevé /c | projects | projects | high | required | Projects | 1 |
| projects.delivery-setup | Project Delivery Setup CRUDRisque élevé /c | projects | projects | high | required | Projects | 1 |
| projects.expense-documents | Project Expense Document Evidence and ApprovalRisque élevé /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 AccountingRisque élevé /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 ReportingRisque élevé /c | projects | projects | high | required | Projects | 2 |
| projects.revenue-recognition | Project Revenue RecognitionRisque élevé /c | projects | projects | high | required | Projects | 1 |
| projects.tasks | Project Tasks CRUD and LifecycleRisque élevé /c | projects | project_tasks | high | required | Projects | 2 |
| projects.time-ch-legal | Swiss Legal Project Time via HR Time TrackingRisque élevé /c | projects | time_entries | high | required | Projects | 1 |
| projects.time-entries | Project Timesheet EntriesRisque élevé /c | projects | time_entries | high | required | Projects | 2 |
| purchases.bills.lifecycle | Bill Lifecycle Submit Post PayRisque élevé /c | purchases | bills | high | required | bills | 2 |
| purchases.bills.multi-currency | Multi-Currency Purchase BillsRisque élevé /c | purchases | bills | high | required | bills | 1 |
| purchases.bills.ocr-review | Bill OCR Review and PostRisque élevé /c | purchases | bills | high | required | bills | 1 |
| purchases.budgets.management | Purchase Budgets Create and ManagementRisque élevé /c | purchases | budgets | high | required | budgets | 1 |
| purchases.config | Purchases Module Configuration | purchases | purchase_config | medium | optional | Purchases | 1 |
| purchases.credit-notes | Purchase Credit NotesRisque élevé /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 ItemsRisque élevé /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 BlockingRisque élevé /c | purchases | bills | high | required | ocr-to-bill | 1 |
| purchases.document-to-entity.email-ingestion | Email Ingestion to Purchase WorkbenchRisque élevé /c | purchases | bills | high | required | supplier-documents | 1 |
| purchases.document-to-entity.email-to-bill | Purchase Inbox: Email to BillRisque élevé /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 WorkbenchRisque élevé /c | purchases | bills | high | required | ocr-to-bill | 1 |
| purchases.document-to-entity.ocr-prefill | Expense and Bill Creation with OCR Draft PrefillRisque élevé /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 ReviewRisque élevé /c | purchases | bills | high | required | purchase-orders | 1 |
| purchases.document-to-entity.receipt-to-expense | Purchase Inbox: Receipt to ExpenseRisque élevé /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 WorkflowRisque élevé /c | purchases | expense_reports | high | required | expense-reports | 3 |
| purchases.expenses.standalone-lifecycle | Standalone Expense LifecycleRisque élevé /c | purchases | expenses | high | required | expenses | 2 |
| purchases.procure-to-pay | Full Procure-to-Pay CycleRisque élevé /c | purchases | purchase_orders | high | required | purchase-orders | 1 |
| purchases.purchase-orders | Purchase Order LifecycleRisque élevé /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 ReconciliationRisque élevé /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 SubmissionRisque élevé /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 FieldsRisque élevé /c | sales | invoices | high | required | invoices | 1 |
| sales.invoices.credit-notes | Sales Credit NotesRisque élevé /c | sales | sales_credit_notes | high | required | invoices | 3 |
| sales.invoices.customer-reminder-automation | Customer Payment Reminder AutomationRisque élevé /c | sales | invoices | high | required | invoices | 1 |
| sales.invoices.email-send | Invoice Email Send and ReminderRisque élevé /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 InvoicesRisque élevé /c | sales | invoices | high | required | qr-bill | 1 |
| sales.invoices.qr-bill-2.4 | Swiss QR-Bill 2.4 ComplianceRisque élevé /c | sales | invoices | high | required | qr-bill | 1 |
| sales.invoices.recurring-automation | Recurring Invoice AutomationRisque élevé /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 CycleRisque élevé /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 OverridesRisque élevé /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 VerificationRisque élevé /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 PersistenceRisque élevé /c | accounting | compliance | high | required | compliance-profile | 4 |
| settings.compliance.vat-guidance | VAT Applicability Guidance in SettingsRisque élevé /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 ConsistencyRisque élevé /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 |
Interne / non public
Ces entrées du registre sont exclues de la documentation utilisateur publique.
| Clé | Titre | Domaine | Module | Risque | Doc | Hub documentation | 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 |