User Manual

FLO

Unified Business Platform

FLO is a unified business platform for company operations, bringing relationship management, sales pipeline, projects, finance, HR, attendance, documents, reporting, security, and audit control into one connected workspace.

MainExecutive dashboard and daily workspace overview
NetworkClients, contacts, relationships, and customer records
BusinessPipeline, projects, products, and services
FinanceBilling and orders, banking, purchases, and tax
PeopleHuman Resources, attendance, payroll, leave, and workforce records
DocumentationDocuments, operational reports, and management outputs
SystemUsers, settings, permissions, notifications, chat, and audit log
Unified PlatformAll core modules included for company teams
Read First

How to Use This Manual

This manual is organized as a commercial operating guide. Each captured screen is treated as its own function with a clear purpose, detailed workflow, operating guidance, and expected business result.

One screenshot, one function

Every screenshot has its own explanation, workflow, notes, and result so users understand exactly what the screen does.

Company workflow

FLO connects customer records, sales, projects, billing, tax, employees, attendance, reports, users, and audit history.

Permissions matter

Some features depend on user permissions. Administrators should configure roles before live operation.

Data quality

Accurate clients, products, employees, dates, statuses, and line items make reports reliable.

Trust & Governance

Audit and International-Standard Readiness

FLO is designed around traceability, evidence, permission control, and structured operational records, helping companies operate with stronger internal control and management accountability.

End-to-end traceability

Important business actions are connected to users, records, timestamps, documents, approvals, and audit history so managers can understand what happened and why.

Approval discipline

Requests, finance actions, purchasing steps, attendance entries, and role-based decisions can be reviewed through controlled workflows instead of informal messages.

Documented operations

Invoices, proposals, orders, purchases, HR actions, attendance records, reports, and system settings are organized in a consistent structure that supports internal review.

Audit-ready culture

The Audit Log and reporting areas help companies prepare for management reviews, client checks, finance review, and governance discussions.

International-style controls

FLO follows common business-control concepts: access control, separation of duties, approval evidence, document history, operational reporting, and data accountability.

Tenant/company accountability

Each company works inside its own controlled workspace, with company users, company settings, company records, and company-level administration.

Security

Security from Login to Daily Operations

FLO applies security thinking across the full user journey: login, user roles, permissions, approval control, audit history, system settings, and sensitive module access.

Secure login foundation

Access begins from a controlled login flow. Company users should receive individual accounts so activity can be attributed to the correct person.

Roles and permissions

Users see only the modules and actions they are allowed to access. Sensitive areas such as Users, Settings, Tax, Finance, HR, Attendance, and Audit Log can be restricted.

Audit Log visibility

The system keeps operational history so administrators can review key changes, user activity, and important business movements.

Session and app security settings

Company settings include security controls such as session behavior, app preferences, and administrative options for safer daily use.

Controlled administration

Owner/Admin/Super Admin roles manage critical settings, user access, permissions, and system configuration instead of leaving control open to every user.

Data protection practices

The platform structure supports safer data handling by separating users, permissions, documents, records, exports, and administrative tools.

Two-Factor Authentication

Two-Factor Authentication adds a second verification layer to the login process, protecting high-privilege accounts such as owners, administrators, finance approvers, HR managers, and users with sensitive access.

Value

All Core Modules Included

FLO is delivered as one connected company platform. Core operating modules are included together so customers can run sales, finance, people operations, documents, and system control without buying disconnected add-ons.

Network included

Clients and contacts are part of the platform foundation for sales, projects, billing, documents, and reporting.

Business included

Pipeline, projects, and products/services are available as connected workflows so sales and delivery teams work from the same source of truth.

Finance included

Billing and orders, banking, purchases, and tax are included as part of the company operating system.

People included

Human Resources and attendance are included so employee, payroll, leave, attendance, site, device, and report workflows can be managed in the same platform.

Documentation included

Documents and reports are included to support evidence, exports, operational summaries, and management review.

System included

Users, settings, permissions, and audit controls are included so each company can manage access and accountability centrally.

Getting Started

Login and Demo Entry

This screen is the entry point to FLO. It is used to access the company workspace, open the demo environment, and start a controlled user session.

Login and Demo Entry
Login
Login and Demo Entry screenshot

Detailed Workflow

  1. Confirm that the user is opening the correct company demo or company workspace URL.
  2. Enter the assigned username and password, or use the approved demo entry method when presenting the sales demo.
  3. Complete any required security verification such as Two-Factor Authentication when enabled by the company.
  4. After login, confirm that the sidebar, top actions, notifications, and user identity appear correctly.
  5. If access is denied, verify the account status, assigned role, and company access before retrying.
  6. For demo presentations, log out at the end of the session so the next visitor starts from a clean default state.
Getting Started

Application Workspace After Login

This screen shows the main FLO workspace after the user has entered the system. It confirms that the sidebar, top bar, company context, and module navigation are ready.

Application Workspace After Login
App Shell
Application Workspace After Login screenshot

Detailed Workflow

  1. Confirm that the user is opening the correct company demo or company workspace URL.
  2. Enter the assigned username and password, or use the approved demo entry method when presenting the sales demo.
  3. Complete any required security verification such as Two-Factor Authentication when enabled by the company.
  4. After login, confirm that the sidebar, top actions, notifications, and user identity appear correctly.
  5. If access is denied, verify the account status, assigned role, and company access before retrying.
  6. For demo presentations, log out at the end of the session so the next visitor starts from a clean default state.
Main

Main Dashboard

The Dashboard gives management a fast view of company performance, sales movement, approvals, cash flow, and operational indicators.

Main Dashboard
Dashboard
Main Dashboard screenshot

Detailed Workflow

  1. Begin each day from the dashboard to understand current company status before opening detailed modules.
  2. Review the KPI cards for sales, revenue, outstanding balances, approvals, cash position, and operational exceptions.
  3. Use dashboard diagrams to identify weak pipeline stages, overdue actions, approval bottlenecks, and activity changes.
  4. Open the related module when a dashboard indicator requires investigation or corrective action.
  5. Use the dashboard as a management review screen during daily standups, sales meetings, and finance follow-ups.
  6. Compare dashboard summaries with detailed reports when preparing management or client-facing decisions.
Network

Clients Management

The Clients page stores company/customer records and acts as the base for sales, proposals, invoices, contacts, documents, and follow-up activity.

Clients Management
Clients
Clients Management screenshot

Detailed Workflow

  1. Open Network → Clients to view the company customer database.
  2. Search or filter clients to locate the required company record quickly.
  3. Open the client profile to review contacts, ownership, documents, financial activity, and related opportunities or projects.
  4. Create or update client details using consistent naming, tax, contact, and address information.
  5. Use client records as the starting point for proposals, orders, invoices, projects, and activity tracking.
  6. Keep ownership and access settings accurate so the correct teams can manage the relationship.
Network

Contacts Management

The Contacts page stores people connected to clients, vendors, subcontractors, candidates, or internal relationships.

Contacts Management
Contacts
Contacts Management screenshot

Detailed Workflow

  1. Open Network → Contacts to manage people connected to clients and business relationships.
  2. Search by name, company, phone, email, or role to find the correct contact.
  3. Add contacts with complete communication details, job title, company association, and notes.
  4. Update contact information whenever people change roles, phone numbers, or responsibilities.
  5. Use contacts for follow-up, sales coordination, proposals, approvals, and project communication.
  6. Keep contact records clean to improve CRM quality and reduce duplicate communication.
Business

Sales Pipeline

The Pipeline page tracks sales opportunities from lead stage through qualification, proposal, negotiation, won, or lost status.

Sales Pipeline
Pipeline
Sales Pipeline screenshot

Detailed Workflow

  1. Open Business → Pipeline to review all active opportunities and sales stages.
  2. Check stage totals, opportunity values, customer names, probabilities, and expected close dates.
  3. Create new opportunities with the correct client, value, owner, expected date, and stage.
  4. Update opportunity stage as the sales process advances from lead to qualification, proposal, negotiation, and close.
  5. Use Won and Lost outcomes consistently so the forecast and reporting remain accurate.
  6. Review stalled opportunities and assign follow-up actions before they become inactive.
Business

Sales Pipeline Kanban View

This Kanban-style sales pipeline gives teams a fast, visual way to manage opportunities across stages such as Lead, Qualified, Proposal Sent, Negotiation, Won, and Lost.

Sales Pipeline Kanban View

Purpose

This Kanban-style sales pipeline gives teams a fast, visual way to manage opportunities across stages such as Lead, Qualified, Proposal Sent, Negotiation, Won, and Lost.

Detailed Workflow

  1. Open Business → Pipeline and switch to the Kanban view to see opportunities arranged by sales stage.
  2. Review each column total to understand how much value exists in Lead, Qualified, Proposal Sent, Negotiation, Won, and Lost.
  3. Review each opportunity card for customer name, deal value, probability, expected date, and current stage.
  4. Move an opportunity forward using the stage action buttons when the sales conversation progresses.
  5. Mark opportunities as Won or Lost immediately so pipeline forecasts remain accurate.
  6. Use Add Opportunity inside the relevant column to create a new deal directly in the correct sales stage.
  7. Review the Won and Lost columns regularly to understand conversion quality and lost-deal patterns.

Operational Notes

  • This screen belongs to the Business operating area and should be used according to the user’s assigned role and permissions.
  • Accurate data entry is important because the same record may feed reports, approvals, documents, audit history, and other connected modules.
  • Users should avoid creating duplicate records; search existing data before adding a new item.
  • Managers should review exceptions, pending statuses, and overdue actions regularly to keep workflows moving.

Expected Result

This screen produces the specific business outcome described in its workflow, supporting cleaner execution, clearer accountability, and better management visibility.

Business

Projects Management

Projects organize delivery work, site operations, budgets, team assignments, tasks, approvals, and project-related attendance or cost tracking.

Projects Management
Projects
Projects Management screenshot

Detailed Workflow

  1. Open Business → Projects to review active, completed, and upcoming project work.
  2. Create a project with clear name, client, scope, dates, status, assigned team, and financial expectations.
  3. Use the project profile to connect tasks, roles, labor, attendance, expenses, documents, and progress updates.
  4. Assign responsible users and site supervisors using permissions rather than informal job titles.
  5. Monitor project status regularly to identify delays, cost issues, missing documentation, or attendance gaps.
  6. Use project data to support reporting, billing, labor costing, and management review.
Business

Project Details

The Project Details workspace gives managers a complete operational view of a single project, including scope, financials, team responsibilities, subcontractors, BOQ/scope, timeline, change orders, documents, and activity/audit history.

Project Details
Project Profile
Project Details screenshot

Detailed Workflow

  1. Open Business → Projects and select the project that needs review or update.
  2. Use the Back to Projects action when you need to return to the full project list without losing the project context.
  3. Review the project title, project code, client/company name, and current status to confirm that the correct project profile is open.
  4. Use the top tabs to move between Overview, Financials, Team & Roles, Subcontractors, BOQ / Scope, Timeline, Change Orders, Documents, and Activity / Audit.
  5. Open the Timeline tab to review milestones, task dates, assigned users, progress percentage, completion status, and notes.
  6. Use Add Task when the project requires a new milestone, deliverable, installation step, inspection, or handover action.
  7. Edit existing task rows when dates, assigned owner, progress, or notes need to be updated.
  8. Use Delete only when a task was created by mistake or is no longer part of the approved project workflow.
  9. Review the visual timeline bars to understand task overlap, project pacing, and handover readiness.
  10. Open Documents or Activity / Audit when you need supporting evidence or history for management review.
Business

Products and Services

This module stores sellable or purchasable items, services, categories, prices, units, stock quantity, barcodes, and tax behavior.

Products and Services
Products & Services
Products and Services screenshot

Detailed Workflow

  1. Open Business → Products & Services to manage sellable items, service packages, prices, units, stock, and categories.
  2. Create or update each item with a clear name, SKU or code, unit, category, price, and tax treatment where applicable.
  3. Use consistent product and service records when creating proposals, orders, invoices, and price lists.
  4. Review inactive, duplicated, or outdated items so sales and finance teams use the correct catalog.
  5. Use the Price List function when a customer-facing or internal pricing document is required.
  6. Confirm whether pricing should show excluding tax, including tax, or both depending on customer and tax rules.
Finance

Billing and Orders Overview

Billing & Orders brings together proposals, orders, invoices, payments, and approvals in one finance workflow.

Billing and Orders Overview
Billing & Orders
Billing and Orders Overview screenshot

Detailed Workflow

  1. Open Finance → Billing & Orders and select the required tab such as Orders, Invoices, Proposals, Payments, or Approvals.
  2. Create the document from accurate client, item, quantity, price, discount, and tax information.
  3. Review line items carefully before saving because financial records affect customer balance, revenue, reports, and tax summaries.
  4. Use workflow status to track draft, sent, approved, paid, partial, overdue, won, lost, or completed records.
  5. Print or export the document when it must be shared with a client or attached to a business file.
  6. Use approval controls when the amount, discount, payment, or action requires management authorization.
  7. Reconcile payments and outstanding balances regularly so finance reporting stays accurate.
Finance

Customer Orders

Orders represent accepted customer work or product/service commitments before or alongside invoicing.

Customer Orders
Orders
Customer Orders screenshot

Detailed Workflow

  1. Open Finance → Billing & Orders and select the required tab such as Orders, Invoices, Proposals, Payments, or Approvals.
  2. Create the document from accurate client, item, quantity, price, discount, and tax information.
  3. Review line items carefully before saving because financial records affect customer balance, revenue, reports, and tax summaries.
  4. Use workflow status to track draft, sent, approved, paid, partial, overdue, won, lost, or completed records.
  5. Print or export the document when it must be shared with a client or attached to a business file.
  6. Use approval controls when the amount, discount, payment, or action requires management authorization.
  7. Reconcile payments and outstanding balances regularly so finance reporting stays accurate.
Finance

Invoices

Invoices request payment from customers and form the basis of receivables, tax output, payment tracking, and financial reporting.

Invoices
Invoices
Invoices screenshot

Detailed Workflow

  1. Open Finance → Billing & Orders and select the required tab such as Orders, Invoices, Proposals, Payments, or Approvals.
  2. Create the document from accurate client, item, quantity, price, discount, and tax information.
  3. Review line items carefully before saving because financial records affect customer balance, revenue, reports, and tax summaries.
  4. Use workflow status to track draft, sent, approved, paid, partial, overdue, won, lost, or completed records.
  5. Print or export the document when it must be shared with a client or attached to a business file.
  6. Use approval controls when the amount, discount, payment, or action requires management authorization.
  7. Reconcile payments and outstanding balances regularly so finance reporting stays accurate.
Finance

Proposals

Proposals are commercial offers sent before the customer confirms an order or invoice.

Proposals
Proposals
Proposals screenshot

Detailed Workflow

  1. Open Finance → Billing & Orders and select the required tab such as Orders, Invoices, Proposals, Payments, or Approvals.
  2. Create the document from accurate client, item, quantity, price, discount, and tax information.
  3. Review line items carefully before saving because financial records affect customer balance, revenue, reports, and tax summaries.
  4. Use workflow status to track draft, sent, approved, paid, partial, overdue, won, lost, or completed records.
  5. Print or export the document when it must be shared with a client or attached to a business file.
  6. Use approval controls when the amount, discount, payment, or action requires management authorization.
  7. Reconcile payments and outstanding balances regularly so finance reporting stays accurate.
Finance

Payments

The Payments tab records money collected from customers and links payments to invoices or client accounts.

Payments
Payments
Payments screenshot

Detailed Workflow

  1. Open Finance → Billing & Orders and select the required tab such as Orders, Invoices, Proposals, Payments, or Approvals.
  2. Create the document from accurate client, item, quantity, price, discount, and tax information.
  3. Review line items carefully before saving because financial records affect customer balance, revenue, reports, and tax summaries.
  4. Use workflow status to track draft, sent, approved, paid, partial, overdue, won, lost, or completed records.
  5. Print or export the document when it must be shared with a client or attached to a business file.
  6. Use approval controls when the amount, discount, payment, or action requires management authorization.
  7. Reconcile payments and outstanding balances regularly so finance reporting stays accurate.
Finance

Financial Approvals

Approvals control sensitive financial actions such as payment requests, high-value transactions, discounts, or document changes.

Financial Approvals
Billing Approvals
Financial Approvals screenshot

Detailed Workflow

  1. Open the Finance area from the sidebar and confirm that the correct screen is active.
  2. Review the visible cards, tables, filters, status labels, and action buttons before making changes.
  3. Use search, tabs, filters, or date ranges to narrow the workspace to the records that matter.
  4. Open or create the relevant record and enter complete, accurate business information.
  5. Save changes only after verifying required fields, totals, linked records, permissions, and status.
  6. Use print, export, reports, or audit history when the work needs to be shared, reviewed, or verified.
Finance

Banking

Banking manages company bank accounts, balances, transactions, transfers, and cash movement visibility.

Banking
Banking
Banking screenshot

Detailed Workflow

  1. Open Finance → Banking to review bank accounts, balances, and transactions.
  2. Create or maintain bank accounts with accurate account name, currency, opening balance, and status.
  3. Record bank movements such as deposits, withdrawals, transfers, and adjustments with clear descriptions.
  4. Link banking activity with payments, expenses, and finance reports where applicable.
  5. Review balances against actual statements to identify missing or incorrect entries.
  6. Use banking summaries during cash-flow review and management planning.
Finance

Purchases Overview

Purchases manages vendors, subcontractors, purchase orders, expenses, supplier documents, and payable obligations.

Purchases Overview
Purchases
Purchases Overview screenshot

Detailed Workflow

  1. Open Finance → Purchases and choose the relevant area: Vendors, Subcontractors, Purchase Orders, or Expenses.
  2. Create supplier records with complete contact, tax, payment, and classification details.
  3. Create purchase orders or expense entries with item details, cost, quantity, tax, status, and supporting notes.
  4. Attach or reference supporting documents such as quotations, invoices, delivery notes, or approvals.
  5. Use approval controls for high-value or sensitive purchasing decisions.
  6. Review purchases against projects, finance reports, payables, and tax records to control cost and liability.
Finance

Vendors

Vendors are suppliers that provide goods, services, subscriptions, materials, or operational support to the company.

Vendors
Vendors
Vendors screenshot

Detailed Workflow

  1. Open Finance → Purchases and choose the relevant area: Vendors, Subcontractors, Purchase Orders, or Expenses.
  2. Create supplier records with complete contact, tax, payment, and classification details.
  3. Create purchase orders or expense entries with item details, cost, quantity, tax, status, and supporting notes.
  4. Attach or reference supporting documents such as quotations, invoices, delivery notes, or approvals.
  5. Use approval controls for high-value or sensitive purchasing decisions.
  6. Review purchases against projects, finance reports, payables, and tax records to control cost and liability.
Finance

Subcontractors

Subcontractors are external parties assigned to project or operational work with specific commercial and delivery responsibilities.

Subcontractors
Subcontractors
Subcontractors screenshot

Detailed Workflow

  1. Open Finance → Purchases and choose the relevant area: Vendors, Subcontractors, Purchase Orders, or Expenses.
  2. Create supplier records with complete contact, tax, payment, and classification details.
  3. Create purchase orders or expense entries with item details, cost, quantity, tax, status, and supporting notes.
  4. Attach or reference supporting documents such as quotations, invoices, delivery notes, or approvals.
  5. Use approval controls for high-value or sensitive purchasing decisions.
  6. Review purchases against projects, finance reports, payables, and tax records to control cost and liability.
Finance

Purchase Orders

Purchase Orders document goods or services ordered from vendors or subcontractors before payment is made.

Purchase Orders
Purchase Orders
Purchase Orders screenshot

Detailed Workflow

  1. Open Finance → Billing & Orders and select the required tab such as Orders, Invoices, Proposals, Payments, or Approvals.
  2. Create the document from accurate client, item, quantity, price, discount, and tax information.
  3. Review line items carefully before saving because financial records affect customer balance, revenue, reports, and tax summaries.
  4. Use workflow status to track draft, sent, approved, paid, partial, overdue, won, lost, or completed records.
  5. Print or export the document when it must be shared with a client or attached to a business file.
  6. Use approval controls when the amount, discount, payment, or action requires management authorization.
  7. Reconcile payments and outstanding balances regularly so finance reporting stays accurate.
Finance

Expenses

Expenses record direct company costs such as utilities, subscriptions, travel, materials, or operational payments.

Expenses
Expenses
Expenses screenshot

Detailed Workflow

  1. Open Finance → Purchases and choose the relevant area: Vendors, Subcontractors, Purchase Orders, or Expenses.
  2. Create supplier records with complete contact, tax, payment, and classification details.
  3. Create purchase orders or expense entries with item details, cost, quantity, tax, status, and supporting notes.
  4. Attach or reference supporting documents such as quotations, invoices, delivery notes, or approvals.
  5. Use approval controls for high-value or sensitive purchasing decisions.
  6. Review purchases against projects, finance reports, payables, and tax records to control cost and liability.
Finance

Tax Module Overview

The Tax module controls company tax setup, rates, rules, reports, and tax-related document analysis.

Tax Module Overview
Tax
Tax Module Overview screenshot

Detailed Workflow

  1. Open Finance → Tax to review tax setup, rates, rules, taxable records, and reports.
  2. Confirm the company country, tax registration details, reporting period, rounding method, and whether tax is inclusive or exclusive.
  3. Maintain tax rates and rules before creating taxable invoices, purchases, or expenses.
  4. Review taxable sales, taxable purchases, withholding records, and calculated net tax position.
  5. Use filters by period, document type, tax type, and status to isolate the required reporting view.
  6. Print or export tax reports for internal review, accountant preparation, and compliance discussions.
  7. Keep tax settings controlled by finance/admin permissions because tax affects official financial documents.
Finance

Tax Overview

The Tax Overview summarizes output tax, input tax, withholding, net tax position, taxable sales, purchases, and rate breakdown.

Tax Overview
Tax Overview
Tax Overview screenshot

Detailed Workflow

  1. Open Finance → Tax to review tax setup, rates, rules, taxable records, and reports.
  2. Confirm the company country, tax registration details, reporting period, rounding method, and whether tax is inclusive or exclusive.
  3. Maintain tax rates and rules before creating taxable invoices, purchases, or expenses.
  4. Review taxable sales, taxable purchases, withholding records, and calculated net tax position.
  5. Use filters by period, document type, tax type, and status to isolate the required reporting view.
  6. Print or export tax reports for internal review, accountant preparation, and compliance discussions.
  7. Keep tax settings controlled by finance/admin permissions because tax affects official financial documents.
Finance

Tax Rates

Tax Rates store the percentages and rate types used by invoices, purchases, expenses, and tax rules.

Tax Rates
Tax Rates
Tax Rates screenshot

Detailed Workflow

  1. Open Finance → Tax to review tax setup, rates, rules, taxable records, and reports.
  2. Confirm the company country, tax registration details, reporting period, rounding method, and whether tax is inclusive or exclusive.
  3. Maintain tax rates and rules before creating taxable invoices, purchases, or expenses.
  4. Review taxable sales, taxable purchases, withholding records, and calculated net tax position.
  5. Use filters by period, document type, tax type, and status to isolate the required reporting view.
  6. Print or export tax reports for internal review, accountant preparation, and compliance discussions.
  7. Keep tax settings controlled by finance/admin permissions because tax affects official financial documents.
Finance

Tax Rules

Tax Rules decide which tax rate should apply based on document type, client/vendor status, product category, or business condition.

Tax Rules
Tax Rules
Tax Rules screenshot

Detailed Workflow

  1. Open Finance → Tax to review tax setup, rates, rules, taxable records, and reports.
  2. Confirm the company country, tax registration details, reporting period, rounding method, and whether tax is inclusive or exclusive.
  3. Maintain tax rates and rules before creating taxable invoices, purchases, or expenses.
  4. Review taxable sales, taxable purchases, withholding records, and calculated net tax position.
  5. Use filters by period, document type, tax type, and status to isolate the required reporting view.
  6. Print or export tax reports for internal review, accountant preparation, and compliance discussions.
  7. Keep tax settings controlled by finance/admin permissions because tax affects official financial documents.
Finance

Tax Reports

Tax Reports provide a filtered table and summary cards for taxable documents, tax amounts, and net tax position.

Tax Reports
Tax Reports
Tax Reports screenshot

Detailed Workflow

  1. Open Finance → Tax to review tax setup, rates, rules, taxable records, and reports.
  2. Confirm the company country, tax registration details, reporting period, rounding method, and whether tax is inclusive or exclusive.
  3. Maintain tax rates and rules before creating taxable invoices, purchases, or expenses.
  4. Review taxable sales, taxable purchases, withholding records, and calculated net tax position.
  5. Use filters by period, document type, tax type, and status to isolate the required reporting view.
  6. Print or export tax reports for internal review, accountant preparation, and compliance discussions.
  7. Keep tax settings controlled by finance/admin permissions because tax affects official financial documents.
Finance

Tax Settings

Tax Settings control country defaults, company registration label, tax number, inclusive/exclusive pricing behavior, rounding, and display behavior.

Tax Settings
Tax Settings
Tax Settings screenshot

Detailed Workflow

  1. Open Finance → Tax to review tax setup, rates, rules, taxable records, and reports.
  2. Confirm the company country, tax registration details, reporting period, rounding method, and whether tax is inclusive or exclusive.
  3. Maintain tax rates and rules before creating taxable invoices, purchases, or expenses.
  4. Review taxable sales, taxable purchases, withholding records, and calculated net tax position.
  5. Use filters by period, document type, tax type, and status to isolate the required reporting view.
  6. Print or export tax reports for internal review, accountant preparation, and compliance discussions.
  7. Keep tax settings controlled by finance/admin permissions because tax affects official financial documents.
Finance

Tax Settings Detail View

This view shows additional tax configuration controls and confirms how defaults, rates, and document behavior are managed.

Tax Settings Detail View
Tax Settings Alternate View
Tax Settings Detail View screenshot

Detailed Workflow

  1. Open Finance → Tax to review tax setup, rates, rules, taxable records, and reports.
  2. Confirm the company country, tax registration details, reporting period, rounding method, and whether tax is inclusive or exclusive.
  3. Maintain tax rates and rules before creating taxable invoices, purchases, or expenses.
  4. Review taxable sales, taxable purchases, withholding records, and calculated net tax position.
  5. Use filters by period, document type, tax type, and status to isolate the required reporting view.
  6. Print or export tax reports for internal review, accountant preparation, and compliance discussions.
  7. Keep tax settings controlled by finance/admin permissions because tax affects official financial documents.
People

Human Resources Overview

Human Resources manages employee records, payroll, leave, organization structure, recruitment, offers, and contracts.

Human Resources Overview
Human Resources
Human Resources Overview screenshot

Detailed Workflow

  1. Open People → Human Resources and select the relevant HR tab.
  2. Create or update employee profiles with accurate personal, job, branch, department, salary, document, and status information.
  3. Use HR tabs to manage payroll, leave, recruitment, offers, contracts, and organizational structure.
  4. Keep employee status current because it affects attendance, payroll, permissions, reports, and workforce planning.
  5. Review document expiry, contracts, salaries, and leave balances on a scheduled basis.
  6. Use HR reports and profiles to support management, compliance, staffing, and payroll decisions.
People

Employees

Employees is the master list for workers, staff, and personnel used in HR, attendance, payroll, projects, and reporting.

Employees
Employees
Employees screenshot

Detailed Workflow

  1. Open People → Human Resources and select the relevant HR tab.
  2. Create or update employee profiles with accurate personal, job, branch, department, salary, document, and status information.
  3. Use HR tabs to manage payroll, leave, recruitment, offers, contracts, and organizational structure.
  4. Keep employee status current because it affects attendance, payroll, permissions, reports, and workforce planning.
  5. Review document expiry, contracts, salaries, and leave balances on a scheduled basis.
  6. Use HR reports and profiles to support management, compliance, staffing, and payroll decisions.
People

Employee Details

The Employee Details profile centralizes the employee record, including personal identification, employment information, finance details, assigned assets, documents, and attendance/agent-related information.

Employee Details
Employee Profile
Employee Details screenshot

Detailed Workflow

  1. Open People → Human Resources → Employees and select the employee profile that needs review.
  2. Confirm the employee name, job title, department, employee ID, and profile photo at the top of the modal.
  3. Use the Personal & ID tab to review the employee’s legal name, short name, employee ID, date of birth, gender, nationality, marital status, dependents, and contact details.
  4. Use the Employment tab to review department, branch, role, employment status, joining date, manager, and job-related information.
  5. Use the Finance tab to review salary, payroll-related fields, allowances, deductions, payment method, and finance information where configured.
  6. Use the Assets tab to review company assets assigned to the employee such as devices, cards, tools, vehicles, or equipment.
  7. Use the Documents tab to review employee files such as ID, passport, contract, certificates, HR letters, and compliance documents.
  8. Use the Attendance / Agent tab to review attendance linkage, desktop agent activation, attendance rules, and workforce tracking information where available.
  9. Click Edit when authorized changes are required, then update only the verified fields.
  10. Click Close when the review is complete without making changes.
People

Payroll

Payroll calculates or organizes employee compensation using salary data, attendance, leave, deductions, allowances, and payroll periods.

Payroll
Payroll
Payroll screenshot

Detailed Workflow

  1. Open People → Human Resources and select the relevant HR tab.
  2. Create or update employee profiles with accurate personal, job, branch, department, salary, document, and status information.
  3. Use HR tabs to manage payroll, leave, recruitment, offers, contracts, and organizational structure.
  4. Keep employee status current because it affects attendance, payroll, permissions, reports, and workforce planning.
  5. Review document expiry, contracts, salaries, and leave balances on a scheduled basis.
  6. Use HR reports and profiles to support management, compliance, staffing, and payroll decisions.
People

Leave Management

Leave Management tracks vacation, sick leave, unpaid leave, approvals, balances, and employee absence planning.

Leave Management
Leave Management
Leave Management screenshot

Detailed Workflow

  1. Open People → Human Resources and select the relevant HR tab.
  2. Create or update employee profiles with accurate personal, job, branch, department, salary, document, and status information.
  3. Use HR tabs to manage payroll, leave, recruitment, offers, contracts, and organizational structure.
  4. Keep employee status current because it affects attendance, payroll, permissions, reports, and workforce planning.
  5. Review document expiry, contracts, salaries, and leave balances on a scheduled basis.
  6. Use HR reports and profiles to support management, compliance, staffing, and payroll decisions.
People

Organization Chart

The Org Chart visualizes the reporting structure, departments, and employee hierarchy.

Organization Chart
Org Chart
Organization Chart screenshot

Detailed Workflow

  1. Open the People area from the sidebar and confirm that the correct screen is active.
  2. Review the visible cards, tables, filters, status labels, and action buttons before making changes.
  3. Use search, tabs, filters, or date ranges to narrow the workspace to the records that matter.
  4. Open or create the relevant record and enter complete, accurate business information.
  5. Save changes only after verifying required fields, totals, linked records, permissions, and status.
  6. Use print, export, reports, or audit history when the work needs to be shared, reviewed, or verified.
People

Recruitment

Recruitment manages vacancies, candidates, stages, interviews, and hiring decisions before a person becomes an employee.

Recruitment
Recruitment
Recruitment screenshot

Detailed Workflow

  1. Open People → Human Resources and select the relevant HR tab.
  2. Create or update employee profiles with accurate personal, job, branch, department, salary, document, and status information.
  3. Use HR tabs to manage payroll, leave, recruitment, offers, contracts, and organizational structure.
  4. Keep employee status current because it affects attendance, payroll, permissions, reports, and workforce planning.
  5. Review document expiry, contracts, salaries, and leave balances on a scheduled basis.
  6. Use HR reports and profiles to support management, compliance, staffing, and payroll decisions.
People

Offers

Offers manage formal employment offers issued to selected candidates.

Offers
Offers
Offers screenshot

Detailed Workflow

  1. Open the People area from the sidebar and confirm that the correct screen is active.
  2. Review the visible cards, tables, filters, status labels, and action buttons before making changes.
  3. Use search, tabs, filters, or date ranges to narrow the workspace to the records that matter.
  4. Open or create the relevant record and enter complete, accurate business information.
  5. Save changes only after verifying required fields, totals, linked records, permissions, and status.
  6. Use print, export, reports, or audit history when the work needs to be shared, reviewed, or verified.
People

Contracts

Contracts store employment agreements and related contract details such as start date, end date, salary, terms, and status.

Contracts
Contracts
Contracts screenshot

Detailed Workflow

  1. Open People → Human Resources and select the relevant HR tab.
  2. Create or update employee profiles with accurate personal, job, branch, department, salary, document, and status information.
  3. Use HR tabs to manage payroll, leave, recruitment, offers, contracts, and organizational structure.
  4. Keep employee status current because it affects attendance, payroll, permissions, reports, and workforce planning.
  5. Review document expiry, contracts, salaries, and leave balances on a scheduled basis.
  6. Use HR reports and profiles to support management, compliance, staffing, and payroll decisions.
People

Attendance Overview

Attendance collects and processes employee time records from manual entry, supervisor entry, devices, imports, geofences, work calendars, and desktop agents.

Attendance Overview
Attendance
Attendance Overview screenshot

Detailed Workflow

  1. Open People → Attendance and select the required tab such as Dashboard, Daily Attendance, Site Attendance, Devices, Imports, Geofences, Work Calendar, Desktop Agent, or Reports.
  2. Review attendance status by employee, date, branch, project, device, or capture method.
  3. Use approved capture methods such as admin entry, supervisor entry, kiosk/tablet, device import, biometric import, or desktop agent data where configured.
  4. Maintain devices, geofences, work calendars, weekends, holidays, and attendance rules before processing payroll.
  5. Investigate exceptions such as absence, late arrival, early leave, missing punches, duplicate logs, or location mismatch.
  6. Use attendance reports to support payroll, project labor costing, HR review, and management decisions.
People

Attendance Dashboard

The Attendance Dashboard summarizes daily attendance status, presence, absence, lateness, and workforce activity.

Attendance Dashboard
Attendance Dashboard
Attendance Dashboard screenshot

Detailed Workflow

  1. Begin each day from the dashboard to understand current company status before opening detailed modules.
  2. Review the KPI cards for sales, revenue, outstanding balances, approvals, cash position, and operational exceptions.
  3. Use dashboard diagrams to identify weak pipeline stages, overdue actions, approval bottlenecks, and activity changes.
  4. Open the related module when a dashboard indicator requires investigation or corrective action.
  5. Use the dashboard as a management review screen during daily standups, sales meetings, and finance follow-ups.
  6. Compare dashboard summaries with detailed reports when preparing management or client-facing decisions.
People

Daily Attendance

Daily Attendance shows processed attendance records per employee for a selected date.

Daily Attendance
Daily Attendance
Daily Attendance screenshot

Detailed Workflow

  1. Open People → Attendance and select the required tab such as Dashboard, Daily Attendance, Site Attendance, Devices, Imports, Geofences, Work Calendar, Desktop Agent, or Reports.
  2. Review attendance status by employee, date, branch, project, device, or capture method.
  3. Use approved capture methods such as admin entry, supervisor entry, kiosk/tablet, device import, biometric import, or desktop agent data where configured.
  4. Maintain devices, geofences, work calendars, weekends, holidays, and attendance rules before processing payroll.
  5. Investigate exceptions such as absence, late arrival, early leave, missing punches, duplicate logs, or location mismatch.
  6. Use attendance reports to support payroll, project labor costing, HR review, and management decisions.
People

Site and Project Attendance

Site/Project Attendance lets authorized supervisors record attendance for employees assigned to a specific project or site.

Site and Project Attendance
Site / Project Attendance
Site and Project Attendance screenshot

Detailed Workflow

  1. Open Business → Projects to review active, completed, and upcoming project work.
  2. Create a project with clear name, client, scope, dates, status, assigned team, and financial expectations.
  3. Use the project profile to connect tasks, roles, labor, attendance, expenses, documents, and progress updates.
  4. Assign responsible users and site supervisors using permissions rather than informal job titles.
  5. Monitor project status regularly to identify delays, cost issues, missing documentation, or attendance gaps.
  6. Use project data to support reporting, billing, labor costing, and management review.
People

Attendance Devices

Devices manages biometric terminals, kiosks, tablets, or attendance capture endpoints connected to the system.

Attendance Devices
Attendance Devices
Attendance Devices screenshot

Detailed Workflow

  1. Open People → Attendance and select the required tab such as Dashboard, Daily Attendance, Site Attendance, Devices, Imports, Geofences, Work Calendar, Desktop Agent, or Reports.
  2. Review attendance status by employee, date, branch, project, device, or capture method.
  3. Use approved capture methods such as admin entry, supervisor entry, kiosk/tablet, device import, biometric import, or desktop agent data where configured.
  4. Maintain devices, geofences, work calendars, weekends, holidays, and attendance rules before processing payroll.
  5. Investigate exceptions such as absence, late arrival, early leave, missing punches, duplicate logs, or location mismatch.
  6. Use attendance reports to support payroll, project labor costing, HR review, and management decisions.
People

Attendance Imports

Imports allow attendance logs to be uploaded from CSV, Excel, biometric exports, or external systems.

Attendance Imports
Attendance Imports
Attendance Imports screenshot

Detailed Workflow

  1. Open People → Attendance and select the required tab such as Dashboard, Daily Attendance, Site Attendance, Devices, Imports, Geofences, Work Calendar, Desktop Agent, or Reports.
  2. Review attendance status by employee, date, branch, project, device, or capture method.
  3. Use approved capture methods such as admin entry, supervisor entry, kiosk/tablet, device import, biometric import, or desktop agent data where configured.
  4. Maintain devices, geofences, work calendars, weekends, holidays, and attendance rules before processing payroll.
  5. Investigate exceptions such as absence, late arrival, early leave, missing punches, duplicate logs, or location mismatch.
  6. Use attendance reports to support payroll, project labor costing, HR review, and management decisions.
People

Attendance Geofences

Geofences define approved GPS zones for attendance capture by branch, project, site, or work location.

Attendance Geofences
Geofences
Attendance Geofences screenshot

Detailed Workflow

  1. Open People → Attendance and select the required tab such as Dashboard, Daily Attendance, Site Attendance, Devices, Imports, Geofences, Work Calendar, Desktop Agent, or Reports.
  2. Review attendance status by employee, date, branch, project, device, or capture method.
  3. Use approved capture methods such as admin entry, supervisor entry, kiosk/tablet, device import, biometric import, or desktop agent data where configured.
  4. Maintain devices, geofences, work calendars, weekends, holidays, and attendance rules before processing payroll.
  5. Investigate exceptions such as absence, late arrival, early leave, missing punches, duplicate logs, or location mismatch.
  6. Use attendance reports to support payroll, project labor costing, HR review, and management decisions.
People

Work Calendar

Work Calendar defines working days, weekends, holidays, and paid/unpaid day rules used by attendance and payroll.

Work Calendar
Work Calendar
Work Calendar screenshot

Detailed Workflow

  1. Open People → Attendance and select the required tab such as Dashboard, Daily Attendance, Site Attendance, Devices, Imports, Geofences, Work Calendar, Desktop Agent, or Reports.
  2. Review attendance status by employee, date, branch, project, device, or capture method.
  3. Use approved capture methods such as admin entry, supervisor entry, kiosk/tablet, device import, biometric import, or desktop agent data where configured.
  4. Maintain devices, geofences, work calendars, weekends, holidays, and attendance rules before processing payroll.
  5. Investigate exceptions such as absence, late arrival, early leave, missing punches, duplicate logs, or location mismatch.
  6. Use attendance reports to support payroll, project labor costing, HR review, and management decisions.
People

Desktop Attendance Agent

Desktop Agent manages online work attendance from a desktop application, including activity monitoring rules and employee activation.

Desktop Attendance Agent
Desktop Agent
Desktop Attendance Agent screenshot

Detailed Workflow

  1. Open People → Attendance and select the required tab such as Dashboard, Daily Attendance, Site Attendance, Devices, Imports, Geofences, Work Calendar, Desktop Agent, or Reports.
  2. Review attendance status by employee, date, branch, project, device, or capture method.
  3. Use approved capture methods such as admin entry, supervisor entry, kiosk/tablet, device import, biometric import, or desktop agent data where configured.
  4. Maintain devices, geofences, work calendars, weekends, holidays, and attendance rules before processing payroll.
  5. Investigate exceptions such as absence, late arrival, early leave, missing punches, duplicate logs, or location mismatch.
  6. Use attendance reports to support payroll, project labor costing, HR review, and management decisions.
Documentation

Documents

Documents stores files, attachments, references, contracts, receipts, HR files, project files, and other company records.

Documents
Documents
Documents screenshot

Detailed Workflow

  1. Open Documentation → Documents to store and review important business files.
  2. Upload or organize documents using clear names, categories, linked records, and ownership where available.
  3. Attach documents to clients, projects, HR records, finance documents, or internal processes when relevant.
  4. Use consistent naming and classification so files can be found later by team members and administrators.
  5. Review outdated or missing documents before audits, renewals, client meetings, or finance reviews.
  6. Maintain access control for sensitive documents such as contracts, HR files, finance records, and legal materials.
Documentation

Reports Overview

Reports provide analytical views for finance, sales, inventory, payments, payables, attendance, and management control.

Reports Overview
Reports
Reports Overview screenshot

Detailed Workflow

  1. Open Documentation → Reports and choose the report category required by management or operations.
  2. Select the correct period, filters, branch, project, client, status, or financial view when available.
  3. Review report totals and compare them with detailed records before sharing decisions.
  4. Use reports to identify trends, exceptions, overdue items, revenue movement, cost pressure, and operational gaps.
  5. Export or print reports when they are needed for meetings, finance review, management review, or client discussion.
  6. Keep source records updated because reports are only as accurate as the underlying data.
Documentation

Cash Flow Report

Cash Flow report shows incoming money, outgoing money, bank position, and movement over time.

Cash Flow Report
Cash Flow Report
Cash Flow Report screenshot

Detailed Workflow

  1. Open Documentation → Reports and choose the report category required by management or operations.
  2. Select the correct period, filters, branch, project, client, status, or financial view when available.
  3. Review report totals and compare them with detailed records before sharing decisions.
  4. Use reports to identify trends, exceptions, overdue items, revenue movement, cost pressure, and operational gaps.
  5. Export or print reports when they are needed for meetings, finance review, management review, or client discussion.
  6. Keep source records updated because reports are only as accurate as the underlying data.
Documentation

Sales Report

Sales report summarizes customer revenue, sales activity, pipeline movement, orders, invoices, and won opportunities.

Sales Report
Sales Report
Sales Report screenshot

Detailed Workflow

  1. Open Documentation → Reports and choose the report category required by management or operations.
  2. Select the correct period, filters, branch, project, client, status, or financial view when available.
  3. Review report totals and compare them with detailed records before sharing decisions.
  4. Use reports to identify trends, exceptions, overdue items, revenue movement, cost pressure, and operational gaps.
  5. Export or print reports when they are needed for meetings, finance review, management review, or client discussion.
  6. Keep source records updated because reports are only as accurate as the underlying data.
Documentation

Inventory Report

Inventory report shows product/service stock status, quantities, item movement, and inventory-related values where tracking is enabled.

Inventory Report
Inventory Report
Inventory Report screenshot

Detailed Workflow

  1. Open Documentation → Reports and choose the report category required by management or operations.
  2. Select the correct period, filters, branch, project, client, status, or financial view when available.
  3. Review report totals and compare them with detailed records before sharing decisions.
  4. Use reports to identify trends, exceptions, overdue items, revenue movement, cost pressure, and operational gaps.
  5. Export or print reports when they are needed for meetings, finance review, management review, or client discussion.
  6. Keep source records updated because reports are only as accurate as the underlying data.
Documentation

Payables Report

Payables report shows amounts owed to vendors, subcontractors, and expense obligations.

Payables Report
Payables Report
Payables Report screenshot

Detailed Workflow

  1. Open Documentation → Reports and choose the report category required by management or operations.
  2. Select the correct period, filters, branch, project, client, status, or financial view when available.
  3. Review report totals and compare them with detailed records before sharing decisions.
  4. Use reports to identify trends, exceptions, overdue items, revenue movement, cost pressure, and operational gaps.
  5. Export or print reports when they are needed for meetings, finance review, management review, or client discussion.
  6. Keep source records updated because reports are only as accurate as the underlying data.
System

Users and Access

Users controls who can log in to FLO and what each person is allowed to access or manage.

Users and Access
Users
Users and Access screenshot

Detailed Workflow

  1. Open System → Users or System → Settings based on the administrative task.
  2. Create or update users with correct roles, status, branch, permissions, and access scope.
  3. Review permission-sensitive modules such as Finance, Tax, HR, Attendance, Users, Settings, and Audit Log.
  4. Configure company settings carefully because they affect documents, workflows, security, tax, branches, products, and approvals.
  5. Apply changes in a controlled way and test with a limited user account where possible.
  6. Review settings periodically as the company structure, team, departments, approval limits, or compliance needs change.
System

Company Settings Overview

Settings controls company information, branches, product/barcode preferences, security, app preferences, authorization rules, and other system configuration.

Company Settings Overview
Settings
Company Settings Overview screenshot

Detailed Workflow

  1. Open System → Users or System → Settings based on the administrative task.
  2. Create or update users with correct roles, status, branch, permissions, and access scope.
  3. Review permission-sensitive modules such as Finance, Tax, HR, Attendance, Users, Settings, and Audit Log.
  4. Configure company settings carefully because they affect documents, workflows, security, tax, branches, products, and approvals.
  5. Apply changes in a controlled way and test with a limited user account where possible.
  6. Review settings periodically as the company structure, team, departments, approval limits, or compliance needs change.
System

General Company Settings

General Settings stores company profile data used in documents, reports, invoices, proposals, and system identity.

General Company Settings
General Settings
General Company Settings screenshot

Detailed Workflow

  1. Open System → Users or System → Settings based on the administrative task.
  2. Create or update users with correct roles, status, branch, permissions, and access scope.
  3. Review permission-sensitive modules such as Finance, Tax, HR, Attendance, Users, Settings, and Audit Log.
  4. Configure company settings carefully because they affect documents, workflows, security, tax, branches, products, and approvals.
  5. Apply changes in a controlled way and test with a limited user account where possible.
  6. Review settings periodically as the company structure, team, departments, approval limits, or compliance needs change.
System

Branches Settings

Branches define company locations used for employees, clients, attendance, reporting, finance, and operational organization.

Branches Settings
Branches
Branches Settings screenshot

Detailed Workflow

  1. Open System → Users or System → Settings based on the administrative task.
  2. Create or update users with correct roles, status, branch, permissions, and access scope.
  3. Review permission-sensitive modules such as Finance, Tax, HR, Attendance, Users, Settings, and Audit Log.
  4. Configure company settings carefully because they affect documents, workflows, security, tax, branches, products, and approvals.
  5. Apply changes in a controlled way and test with a limited user account where possible.
  6. Review settings periodically as the company structure, team, departments, approval limits, or compliance needs change.
System

Products and Barcodes Settings

This settings tab controls barcode format, generation method, label size, default print quantity, and label content.

Products and Barcodes Settings
Products & Barcodes Settings
Products and Barcodes Settings screenshot

Detailed Workflow

  1. Open Business → Products & Services to manage sellable items, service packages, prices, units, stock, and categories.
  2. Create or update each item with a clear name, SKU or code, unit, category, price, and tax treatment where applicable.
  3. Use consistent product and service records when creating proposals, orders, invoices, and price lists.
  4. Review inactive, duplicated, or outdated items so sales and finance teams use the correct catalog.
  5. Use the Price List function when a customer-facing or internal pricing document is required.
  6. Confirm whether pricing should show excluding tax, including tax, or both depending on customer and tax rules.
System

Security Settings

Security settings manage session safety, auto-lock behavior, and account protection options such as two-factor authentication where available.

Security Settings
Security Settings
Security Settings screenshot

Detailed Workflow

  1. Open System → Users or System → Settings based on the administrative task.
  2. Create or update users with correct roles, status, branch, permissions, and access scope.
  3. Review permission-sensitive modules such as Finance, Tax, HR, Attendance, Users, Settings, and Audit Log.
  4. Configure company settings carefully because they affect documents, workflows, security, tax, branches, products, and approvals.
  5. Apply changes in a controlled way and test with a limited user account where possible.
  6. Review settings periodically as the company structure, team, departments, approval limits, or compliance needs change.
System

Authorization and Approval Limits

Authorization settings define approval limits, escalation thresholds, and decision rules for roles or financial actions.

Authorization and Approval Limits
Authorization Settings
Authorization and Approval Limits screenshot

Detailed Workflow

  1. Open System → Users or System → Settings based on the administrative task.
  2. Create or update users with correct roles, status, branch, permissions, and access scope.
  3. Review permission-sensitive modules such as Finance, Tax, HR, Attendance, Users, Settings, and Audit Log.
  4. Configure company settings carefully because they affect documents, workflows, security, tax, branches, products, and approvals.
  5. Apply changes in a controlled way and test with a limited user account where possible.
  6. Review settings periodically as the company structure, team, departments, approval limits, or compliance needs change.
System

Audit Log

Audit Log records important user actions, system changes, document events, approvals, tax actions, and security-relevant activity.

Audit Log
Audit Log
Audit Log screenshot

Detailed Workflow

  1. Open System → Audit Log to review important user and system activities.
  2. Filter by period, user, module, action type, or status to locate the activity being reviewed.
  3. Open relevant records to understand what changed, who performed the action, and when it happened.
  4. Use audit history during management review, security investigation, approval review, or compliance preparation.
  5. Document any unusual activity and follow internal escalation procedures when required.
  6. Use audit log access only for authorized administrators or managers because it contains sensitive operational history.
System

Team Chat

The Team Chat panel gives company users a fast internal communication workspace for direct collaboration and group discussion without leaving the platform.

Team Chat

Purpose

The Team Chat panel gives company users a fast internal communication workspace for direct collaboration and group discussion without leaving the platform.

Detailed Workflow

  1. Open the Team Chat panel from the workspace communication controls.
  2. Select the # General channel for group communication or choose a user for direct discussion.
  3. Review recent messages before replying so the conversation remains clear and contextual.
  4. Write the message in the input area and send it using the send button.
  5. Use chat for quick coordination around approvals, opportunities, documents, client follow-up, and operational issues.
  6. Keep formal decisions recorded in the relevant module, even when the discussion starts in chat.

Operational Notes

  • This screen belongs to the System operating area and should be used according to the user’s assigned role and permissions.
  • Accurate data entry is important because the same record may feed reports, approvals, documents, audit history, and other connected modules.
  • Users should avoid creating duplicate records; search existing data before adding a new item.
  • Managers should review exceptions, pending statuses, and overdue actions regularly to keep workflows moving.

Expected Result

This screen produces the specific business outcome described in its workflow, supporting cleaner execution, clearer accountability, and better management visibility.

System

Notifications

The Notifications panel keeps users aware of important events such as system notices, broadcast messages, ID expiry alerts, and approval actions that require attention.

Notifications

Purpose

The Notifications panel keeps users aware of important events such as system notices, broadcast messages, ID expiry alerts, and approval actions that require attention.

Detailed Workflow

  1. Open the Notifications panel from the top-right notification icon.
  2. Review the notification type, priority badge, title, message, and time indicator.
  3. Handle approval and action notifications first because they may block finance, sales, HR, or operations.
  4. Open the related record when a notification points to a workflow that needs review.
  5. Use Mark all read only after the user has reviewed important action items.
  6. Treat notifications as an operational inbox for follow-up, expiry alerts, system notices, and broadcast messages.

Operational Notes

  • This screen belongs to the System operating area and should be used according to the user’s assigned role and permissions.
  • Accurate data entry is important because the same record may feed reports, approvals, documents, audit history, and other connected modules.
  • Users should avoid creating duplicate records; search existing data before adding a new item.
  • Managers should review exceptions, pending statuses, and overdue actions regularly to keep workflows moving.

Expected Result

This screen produces the specific business outcome described in its workflow, supporting cleaner execution, clearer accountability, and better management visibility.

Company Use

Company License and Authorized Use

This section describes the operating scope for companies using FLO.

Company License

FLO is licensed for company and tenant operation. The license covers the subscribing company workspace and its authorized users, subject to the agreed subscription, tenant scope, and administrative permissions.

✓Company workspace: The license applies to the registered company/tenant workspace, its business records, and authorized team members.
✓Authorized users: Only users invited or approved by the company administrator may access the system. User access should match job responsibility and permission level.
✓No resale or sublicensing: The company may not resell, sublicense, copy, or redistribute the platform or its source/assets outside the agreed service terms.
✓Data responsibility: The company is responsible for the accuracy of its business data, employee records, financial entries, tax settings, imported files, and uploaded documents.
✓Administration responsibility: Owners and admins are responsible for permissions, user lifecycle, audit review, backups, exports, and internal operating controls.
✓Support and updates: Support, maintenance, and updates are provided according to the company service agreement and deployment model.
Administration

Support and System Ownership

www.flo-ubp.com
info@flo-ubp.com

Before go-live

Review company settings, branches, tax settings, users, roles, permissions, and document templates.

Daily operation

Use Dashboard, Audit Log, Reports, Approvals, and module filters to monitor business activity.

Data protection

Export backups regularly and restrict sensitive areas such as Users, Settings, Tax, Payroll, and Audit Log.