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Feature availability

Some Moodiri features roll out firm by firm before they reach everyone. These are the ones released to every firm today, and where to find each.

When Moodiri releases a larger feature, it can switch it on for some firms first, so a new menu item or tab may appear in one workspace before another. Everything below has been released to every firm. If an area here is missing for you, it's usually your role or permissions: see Plans, roles and feature availability.

Released to every firm

Feature Where to find it
Directory (clients, vendors, companies and people) Directory overview
Financial Hub Financial Hub
Sales tax Sales tax report
Invoice corrections and refunds Refunds and corrections
Partial billing of logged time Invoice unbilled time
Apply retainers to invoices Apply a retainer to an invoice
Retainer refunds and cancelling Cancel or refund a retainer
Trade discounts Vendors and Product page
Time tracking Time overview and access levels
Google Calendar sync Google Calendar sync
Project tasks Project tasks
Team seats Seats
Library families Library families
Family revisions Family revisions
QuickBooks Connect and disconnect QuickBooks
QuickBooks retainer sync Integrations
Read receipts in chat Project chat
Guided review for clients Approvals (for clients)

Features that depend on your setup

Some features are available to every firm but only appear once something is set up:

Questions

A feature on this list is missing from my workspace. What do I do?

Check your role first: some areas are for Owners and Admins, or need a permission. If it should be there, contact support@moodiri.com.

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Plans, roles and feature availabilityGetting startedWhat's newReferenceLimits and limitationsReference
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