Books Modules
How to switch off the parts of your books you do not use — recurring invoices, progress invoicing, budgets, bank feeds, the customer portal and more — and what switching one off does.
Every module is on until you switch it off, in Accounting → Settings → Modules. Switching one off keeps your books simpler; nothing in it is deleted, and switching it back on returns everything.
What switching each one off does
- Recurring invoices — no template makes an invoice, and new ones cannot be saved. The templates are kept.
- Progress invoicing & retainage — an estimate is invoiced in full, with no retainage held back. Retainage already held can still be released.
- Classes & locations — new ones cannot be added or changed. Tags already on transactions stay.
- Budgets — budgets cannot be created or changed. Saved budgets can still be read.
- Bank rules & live feeds — feeds stop syncing and rules are not applied. Connections can still be disconnected, and nothing imported is removed.
- Bill approvals & vendor portal — new bills do not wait for approval and vendors cannot send bills through the portal. A bill already waiting can still be approved or rejected.
- Customer portal & online payments — portal links stop opening and payment links cannot be made. Payments already made are unaffected.
- Fixed assets — assets cannot be added or disposed of and depreciation is not posted. The register stays readable.
- Advanced inventory — stock cannot be received, issued or built. Stock levels stay readable.
- Multi-currency — exchange rates cannot be added. Saved rates stay readable.
- AI financial analyst — nothing new can be asked. Past conversations stay readable.
A switched-off module’s screens say so, on the website and in the app, with what switching it off did.
Before switching one off
Seayora asks first and says what will stop. Tell your team too — a screen that no longer takes new work can otherwise look like a fault.
Frequently asked questions
Do modules cost extra?
No. Switching a module on or off does not change what you pay.
Who can switch a module?
Anyone with access to Books settings.
Is anything deleted when I switch a module off?
No. Every record stays and comes back when you switch it on again.
Related guides
Related features and guides
- Accounting Suite Overview — Documentation. A tour of Seayora’s accounting and bookkeeping tools — invoicing, bills, ledger, bank feeds, reports, automations, and the AI analyst.
- Inventory & Fixed Assets — Documentation. How to track inventory with advanced costing and manage fixed assets with scheduled depreciation.
- AI Financial Analyst — Documentation. How to ask questions about your books in plain English, what the AI is good at, and where your own judgment still matters.
- Bank Feeds & Reconciliation — Feature. Connect bank feeds and reconcile transactions against the ledger, so what the books say and what the bank says actually match.
- Invoicing, Estimates & Statements — Feature. Create invoices and estimates, send customer statements, and collect payment through the same rails as rent — with everything posting to the ledger automatically.
- Free Data Migration — Feature. Free white-glove data migration for management companies, including QuickBooks data, so switching platforms does not mean re-entering years of records.