Documents & Assets

Documents

A centralised document management system built into CoreAxis.

1. Go to Documents from the sidebar.
2. Upload files — invoices, contracts, licenses, certificates, receipts, or any business document.
3. Organize with folders and tags.
4. Link documents to specific records — attach a purchase contract to a supplier, a warranty document to a product, etc.

• Search: Full-text search across document names and tags.
• Access Control: Set document visibility by role — e.g., financial documents visible only to Owner and Accountant.
• Version History: Upload updated versions of a document without losing the original.

Projects & Tasks

Track work across projects, deadlines, and your team with a built-in project management module.

1. Go to Projects from the sidebar.
2. Click New Project — enter a name, description, status, priority, assign a manager, set start/end dates, and an optional budget.
3. Inside each project, create Tasks — assign to team members, set priority and due dates.
4. Switch to the Kanban Board tab to see tasks organised in columns.

Project Fields

• Status: Planning, Active, On Hold, Completed, or Cancelled.
• Priority: Low, Medium, High, or Critical.
• Manager: Assign any team member as project manager.
• Budget: Set an optional project budget for tracking.
• Progress: Automatically calculated from completed vs total tasks.

Kanban Board

Visualise task flow across four columns:

• To Do — tasks that haven't started yet.
• In Progress — work currently being done.
• Review — tasks awaiting review or approval.
• Done — completed tasks.

Filter the Kanban board by project. Each task card shows its priority, assignee, and due date.

Stats Dashboard

• Total projects, active, and completed counts.
• Total tasks, my tasks, and overdue tasks at a glance.

Export

Export all projects to CSV with name, status, priority, manager, dates, and task count.

Fixed Assets

Track your business's fixed assets — furniture, equipment, vehicles, computers, machinery.

1. Go to Assets from the sidebar.
2. Click Add Asset — enter the asset name, category (Furniture, Equipment, Vehicle, etc.), purchase date, purchase price, and useful life (in years).
3. Select the depreciation method: Straight Line (SLM) or Written Down Value (WDV).
4. The system auto-calculates monthly depreciation and maintains a running book value.

• Asset Register: View all assets with current book value, accumulated depreciation, and status (Active, Disposed, Under Maintenance).
• Disposal: When you sell or scrap an asset, record the disposal with sale value. The system calculates profit/loss on disposal.
• Maintenance Log: Record maintenance activities and costs for each asset.
• Depreciation Schedule: Month-by-month depreciation table for each asset — useful for audits and tax filing.