Skip to main content
A module adds a feature set for one industry, for example commercial lending or property budgets. A module is for the whole company, not for one user. A module does not depend on your plan.

The Modules group in the sidebar

The Modules group appears in the sidebar only when your company has one or more modules. If your company has no module, the group is not there. When a module is on, all users of the company see its screens in the Modules group:

Turn on the Lending module

Only an administrator can turn on the Lending module.
1

Open Capabilities

In the Admin group of the sidebar, click Capabilities.
2

Find the Modules section

The Modules section is at the top of the screen. It shows the Lending module and its status.
3

Click Enable lending

Click Enable lending. The Credit and Financial Spreading screens appear in the Modules group.
To turn the module off, click Disable. A user who is not an administrator sees the message Ask an admin to enable this module.

Property budgets

The Capabilities screen has no control for the property budget module. If you expected to see Budgets and it is not in the sidebar, ask your administrator.