Pryvera Features
Features
Everything your organization needs.
Twenty-one integrated modules with automated workflows, replacing fragmented systems with one secure platform.
Finance
General Ledger
View account balances, post journal entries, reverse entries, trial balance with PDF export.
Accounts Payable
Vendor management, invoice creation with line items, approval workflow, auto GL posting, payment batch with EFT file generation.
Accounts Receivable
Customer invoicing, receipt recording, payment application, aging reports, auto GL posting.
Budget Management
Annual budgets by account, real-time budget vs actual tracking, threshold alerts at 80% and 95%.
Bank Reconciliation
Statement import, book vs bank balance comparison, outstanding item tracking.
Period & Year-End Close
Close periods with validation warnings, year-end closing entries, automatic new fiscal year creation.
HR / Payroll
Full HR and Canadian payroll capabilities. Pryvera's API-first architecture supports integration with existing HRIS platforms through standard REST APIs and file-based data exchange.
Employee Management
Full profiles, employment history, emergency contacts, division/department tracking, step progression.
Leave Management
Calendar view with month navigation, overlap detection, accrual tracking, approve/deny with balance checking.
Benefits & Certifications
Benefit plan enrollment, certification tracking with expiry alerts (CNO, First Aid, WHMIS).
Canadian Tax Compliance
All 13 provinces and territories. CPP, EI, QPP for Quebec. Federal and provincial income tax. Automatic calculation.
Pay Run Processing
Create → Feed Timesheets → Calculate → Post to GL → Generate EFT. Complete cycle from one screen.
T4 & ROE
Generate T4 slips from pay stub data. ROE generation with insurable hours and earnings.
Procurement
Requisition to PO
Submit requisition → Manager approval → Convert to PO with vendor selection. Full audit trail.
3-Way Matching
Match PO → Receiving → Vendor Invoice. Automatic AP invoice creation from received goods.
Budget Validation
Budget check before PO approval. Configurable warning and critical thresholds per account.
Project Management
Project Tracking
Operational, capital, and grant-funded projects. Auto-numbered, assigned to departments and project managers.
Budget vs Actual
Real-time spending against project budget with percentage used. Catch overruns before they happen.
Funding Sources
Track grants, transfers, and internal funding per project. Essential for public sector reporting.
Inventory
Item Master
SKUs, categories, unit of measure, cost basis, and physical location. Total inventory value calculated on the fly.
Stock Transactions
Receipts, issues, transfers, and adjustments with full history. Every movement is logged and auditable.
Reorder Alerts
Reorder levels per item. Items falling below threshold are flagged so you never run out of critical supplies.
Expenses
Multi-line Claims
Submit mileage, travel, meals, accommodation, supplies, training, parking, and phone expenses on a single claim.
Automatic Mileage
Kilometre-based auto-calculation at CRA rates. From/to location tracking on every trip.
Approval to Payment
Draft → Submit → Approve → Paid. Approved claims flow straight into the next AP payment batch.
Performance
Review Cycles
Configurable annual, semi-annual, or probationary review cycles with organization-wide rollout.
Manager Feedback
Structured reviews with goals, self-assessment, manager feedback, and sign-off workflows.
Competency Ratings
Score employees against role competencies. Data feeds directly into Talent Management for succession planning.
Learning & Development
Course Catalog
Central catalog of internal and external courses, with prerequisites, durations, and delivery modes.
Assignments & Sessions
Assign training to individuals or groups, schedule sessions, track attendance and completion.
Compliance Reporting
Mandatory training completion dashboards for AODA, privacy, health & safety, and role-specific requirements.
Talent Management
Competency Frameworks
Define competencies by role and level. Map employees against frameworks to identify strengths and gaps.
Career Paths
Document progression paths between roles. Give employees visibility into what's needed for their next move.
Succession Planning
Identify successors for critical roles. Track readiness levels and development plans for continuity.
Recruitment
Job Postings
Create, publish, and manage job postings with department, location, and requirement details.
Public Apply Portal
Branded public-facing portal for candidates to browse openings and submit applications online.
Candidate Tracking
Application status workflows from received through shortlist, interview, offer, and hire.
Onboarding
Checklist Templates
Reusable onboarding templates by role, department, or position — every new hire starts with the right steps.
Task Assignment
Assign onboarding tasks to HR, IT, managers, or the new hire, with owners and due dates tracked automatically.
Document Delivery
Deliver handbooks, policies, and required forms. Track completion and acknowledgement for compliance.
Fleet
Vehicle Registry
Make, model, year, license plate, fuel type, odometer, department, and driver assignment in one place.
Trip Logging
Per-trip records with distance, driver, purpose, and fuel — tied back to department for cost allocation.
Status Dashboard
Real-time counts of vehicles available, in-use, and out for maintenance. Never lose track of your fleet.
Safety
Incident Reporting
Injuries, near misses, property damage, and hazards — each classified by severity and tracked to resolution.
WSIB Claims
Flag WSIB-reportable incidents, track days lost, and maintain return-to-work records in one place.
Investigation Workflow
Reported → Under Investigation → Corrective Action → Closed. Full audit trail for every incident.
Volunteer Management
Volunteer Profiles
Registration, skills, availability, and contact details for every active volunteer in one directory.
Shift Scheduling
Post shifts, accept sign-ups, and manage coverage across programs, events, and ongoing services.
Hours & Reporting
Track volunteer hours by program or department. Export reports for funders, boards, and grant reporting.
Automated Workflows
Processes that used to take days now happen automatically.