FLO UBPUnified Business Platform
Official User Manual

One connected operating platform for the whole company.

CRM, sales, marketing, projects, finance, claims, HR, attendance, reporting, security and governance — working together.

This manual explains how to operate FLO UBP screen by screen, how records connect across modules, which controls matter, and how each workflow contributes to reliable company operations.

Version 8August 2026
MainExecutive dashboard, KPIs, approvals and daily operating visibility
NetworkClients, contacts and the relationship foundation for downstream work
BusinessPipeline, projects, products, services, marketing campaigns and delivery control
FinanceOrders, invoices, proposals, payments, banking, purchases, tax, claims and employee advances
PeopleEmployees, payroll, leave, recruitment, contracts and attendance
DocumentationDocuments, analytics, reports, Excel exports and printed outputs
SystemUsers, permissions, settings, 2FA, notifications, chat and audit history
Connected PlatformA shared source of truth across operational and management workflows
Read First

How to Use This Manual

Use the manual as both an operating guide and a control reference. Each application screen is documented in the context of the connected workflow around it, not as an isolated feature.

Screen first

Each chapter starts from the actual FLO UBP workspace and explains the purpose of that screen.

Workflow second

Steps explain what the user should do, in what order, and which status or linked record matters next.

Controls included

Permissions, approvals, data-quality checks, audit evidence and sensitive actions are called out where relevant.

Connected result

Each chapter identifies the modules that consume or depend on the same data so teams understand the full business impact.

Trust & Governance

Governance, Internal Controls & Audit Readiness

FLO UBP supports traceable records, role-based access, approvals, controlled operational data, reporting and audit history. These capabilities help a company operate with stronger internal control and prepare evidence for management or external review; they do not by themselves constitute legal, tax, accounting or standards certification.

Traceable records

Key business actions can be tied to users, records, timestamps, statuses, documents and audit events.

Approval evidence

Sensitive finance and authorization workflows create a clearer decision trail than informal approvals outside the system.

Controlled operations

Financial, HR, attendance, tax, project and administrative records follow structured screens and permission boundaries.

Review readiness

Reports, exports, printed documents and the Audit Log provide evidence for management review and investigation.

Separation of duties

Roles and per-user permissions help reduce unnecessary access to high-risk actions and sensitive data.

Company accountability

Each company workspace has its own users, settings, records and administrative responsibility.

Security

Security from Login to Privileged Actions

Security in FLO UBP spans authentication, sessions, user lifecycle, permission visibility, 2FA, approval authority, sensitive settings and the audit trail.

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

Connected Modules, One Operating Model

The value of FLO UBP is not simply that the modules are included. The same client, project, employee, financial document and approval can move through connected workflows without maintaining separate spreadsheets and disconnected systems.

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.

Connected Operations

How Data Moves Through FLO UBP

The platform is designed around connected business records. A record created once can become the starting point for the next team and the next control.

RelationshipClient + contact establish the commercial record.
OpportunityPipeline tracks owner, value, probability and stage.
CommitmentProposal, order or project formalizes the work.
FinanceInvoice, payment, banking, purchase and tax capture the money movement.
PeopleEmployees, payroll and attendance support delivery and labor control.
EvidenceReports, documents, approvals and Audit Log support management review.
Control principle: keep master records clean. Duplicate clients, inconsistent product data, wrong employee status or incorrect tax settings propagate into downstream reports and approvals.
Getting Started

Login and Demo Entry

Login and Demo Entry is the controlled starting point for company access and demonstration access.

Login and Demo Entry
Login
Login and Demo Entry screenshot

How this screen works

  1. Open the FLO UBP login page.
  2. Enter the assigned company/user credentials in the required fields.
  3. Use the demo entry only when presenting or training with sample data.
  4. Complete the second authentication step when 2FA is enabled for the account.
  5. After successful authentication, confirm that the correct user identity and permitted workspace are loaded.
Getting Started

Application Workspace After Login

The application workspace is the common shell for navigation, global actions, notifications, chat and module work.

Application Workspace After Login
App Shell
Application Workspace After Login screenshot

How this screen works

  1. Confirm the signed-in user and role.
  2. Use the left navigation to move between Main, Network, Business, Finance, People, Documentation and System.
  3. Use top-level actions such as notifications, chat and search without losing the current business context.
  4. Open a module and use its tabs, filters and action buttons to work with the relevant record set.
  5. Sign out when the session is no longer required.
Main

Main Dashboard

The Main Dashboard is the management starting point for KPIs, operational signals, approvals, pipeline, cash movement and business activity.

Main Dashboard
Dashboard
Main Dashboard screenshot

How this screen works

  1. Review the KPI cards and compare them with the selected operating period.
  2. Check sales pipeline and open commercial exposure.
  3. Review revenue, expenditure, receivables and other cash-flow indicators.
  4. Check pending approvals and operational exceptions that need action.
  5. Open the underlying module from the dashboard when a number requires investigation.
  6. Use the dashboard for daily management review rather than as a substitute for transaction-level reconciliation.
Network

Clients Management

Clients Management is the company/customer master database used by sales, projects, finance, documents and reporting.

Clients Management
Clients
Clients Management — current FLO UBP app screenshot

How this screen works

  1. Search before creating a new client to avoid duplicates.
  2. Create the client with accurate legal/business name, contact, address and tax information where applicable.
  3. Assign the appropriate owner/status and maintain the record when information changes.
  4. Open the client when reviewing related contacts, opportunities, projects or financial documents.
  5. Deactivate or archive records according to company policy rather than recreating the same client.
Network

Contacts Management

Contacts Management stores the people connected to client organizations and business relationships.

Contacts Management
Contacts
Contacts Management — current FLO UBP app screenshot

How this screen works

  1. Search by name, company, phone, email or role.
  2. Link each contact to the correct client/company when applicable.
  3. Record complete communication details, title and useful notes.
  4. Update the record when responsibilities or contact details change.
  5. Use the same contact for sales follow-up, projects and commercial documents rather than creating duplicates.
Business

Sales Pipeline

Sales Pipeline tracks opportunities, ownership, value, probability, expected close dates and stage progression.

Sales Pipeline
Pipeline
Sales Pipeline — current FLO UBP app screenshot

How this screen works

  1. Create an opportunity against the correct client.
  2. Enter a realistic value, probability, owner and expected close date.
  3. Update the stage as the commercial process changes.
  4. Record material notes and next actions so the opportunity is understandable to another user.
  5. Move the opportunity to Won or Lost only when the outcome is clear.
  6. Review pipeline totals and ageing regularly.
Business

Sales Pipeline Kanban View

The Kanban view presents the same opportunity records by stage for faster visual sales management.

Sales Pipeline Kanban View — current FLO UBP app screenshot

How this screen works

  1. Review opportunities grouped by stage.
  2. Open a card before changing stage when the underlying information needs verification.
  3. Move or update opportunities as the sales process advances.
  4. Compare stage totals, probability and expected close timing.
  5. Inspect Won and Lost records to keep the board current rather than leaving closed deals in active stages.
Business

Projects Management

Projects Management controls delivery records after work is approved or initiated.

Projects Management
Projects
Projects Management — current FLO UBP app screenshot

How this screen works

  1. Create the project against the correct client.
  2. Set project code/name, scope, dates, owner, status and financial context.
  3. Assign the project team and responsibility roles.
  4. Open Project Details to manage timeline, financials, BOQ/scope, subcontractors, changes and documents.
  5. Keep project status and progress current.
  6. Review project cost and activity evidence before closure.
Business

Project Details

Project Details is the working profile for project status, financials, team, subcontractors, scope, timeline, change orders, documents and activity.

Project Details
Project Profile
Project Details — current FLO UBP app screenshot

How this screen works

  1. Open the project and confirm client, project code, status and ownership.
  2. Use Overview for the current project summary.
  3. Use Financials to review project value and cost context where authorized.
  4. Use Team & Roles to assign responsibility and attendance authority.
  5. Use BOQ / Scope, Timeline and Change Orders to manage delivery changes and progress.
  6. Use Documents and Activity / Audit to preserve evidence of project decisions.
Business

Products and Services

Products & Services is the reusable catalog for sellable items, services, pricing, codes and tax behavior.

Products and Services
Products & Services
Products and Services — current FLO UBP app screenshot

How this screen works

  1. Search for an existing item before creating a new one.
  2. Create the item with clear name, SKU/code, category and unit.
  3. Set the standard price and tax behavior according to company policy.
  4. Maintain status and barcode/configuration fields where applicable.
  5. Use catalog items in proposals, orders, invoices and price lists.
  6. Review price changes before they affect new commercial documents.
Business

Marketing

Marketing manages campaign planning, shared funding, channel execution, campaign leads and reusable content from one business workspace.

Marketing
Campaigns · Funding Records · Channels & Spend · Leads · Content Library
Marketing — current FLO UBP screenshot

How this screen works

  1. Open Business → Marketing. Campaigns is the default working tab.
  2. Campaigns: create and manage campaign objective, owner, locations, schedule, budget, vendor funding and status.
  3. Funding Records: track vendor/partner funding records that contribute to campaign execution.
  4. Channels & Spend: review the channels used by campaigns and the spend allocated to them.
  5. Leads: review or work with leads generated through marketing activity and connect follow-up to the wider sales process.
  6. Content Library: keep campaign content and reusable marketing materials organized for execution and reuse.
  7. Use search and status filtering to isolate the campaign set that requires action.
Finance

Billing and Orders Overview

Billing & Orders is the commercial document hub for Orders, Invoices, Proposals, Payments and Approvals.

Billing and Orders Overview
Billing & Orders
Billing and Orders Overview — current FLO UBP app screenshot

How this screen works

  1. Choose the correct transaction tab.
  2. Search or filter the existing records before creating a new document.
  3. Create the record against the correct client and add validated line items.
  4. Check discounts, tax, totals, dates and status before saving or sending.
  5. Record payment or approval activity in the appropriate tab.
  6. Use print/export only after the source record is accurate.
Finance

Customer Orders

Customer Orders record confirmed commercial commitments and the line items the company is expected to deliver.

Customer Orders
Orders
Customer Orders — current FLO UBP app screenshot

How this screen works

  1. Create the order against the correct client.
  2. Add products/services, quantities, prices, discounts and tax.
  3. Confirm order date, reference and totals.
  4. Set the correct order status and approval state.
  5. Print or share the order only after verification.
  6. Use the order as a source/reference for downstream invoicing or project work where applicable.
Finance

Invoices

Invoices record amounts billed to customers and drive receivables, payment status, tax and finance reporting.

Invoices
Invoices
Invoices — current FLO UBP app screenshot

How this screen works

  1. Create the invoice against the correct client and source transaction where applicable.
  2. Add verified items, quantities, price, discount and tax.
  3. Confirm invoice date, due date, currency and totals.
  4. Move the invoice through the correct status lifecycle.
  5. Print or issue the invoice only after final review.
  6. Record incoming payments against the invoice and monitor any remaining balance.
Finance

Proposals

Proposals document commercial offers before the customer commits to an order or project.

Proposals
Proposals
Proposals — current FLO UBP app screenshot

How this screen works

  1. Create the proposal for the correct client/opportunity.
  2. Add scope/items, quantities, prices, discount and tax assumptions.
  3. Confirm validity, commercial terms and owner.
  4. Submit for approval when pricing or discount authority requires it.
  5. Issue/print the proposal and update its status as negotiations progress.
  6. Mark the outcome consistently and convert/reference it in downstream work where supported.
Finance

Payments

Payments records money received and links it to the customer and invoice context.

Payments
Payments
Payments — current FLO UBP app screenshot

How this screen works

  1. Open the Payments tab and search for the customer or invoice.
  2. Record amount, currency, date and payment method accurately.
  3. Link the payment to the correct invoice when applicable.
  4. Select the correct bank/cash destination.
  5. Verify the resulting invoice balance and payment status.
  6. Reconcile the entry with banking and finance reports.
Finance

Financial Approvals

Financial Approvals centralizes requests that exceed user authority or require management review.

Financial Approvals
Billing Approvals
Financial Approvals — current FLO UBP app screenshot

How this screen works

  1. Open the approval inbox and review pending requests.
  2. Open the source record before deciding on a material amount, discount or exception.
  3. Check requester, amount, reason and approval limit.
  4. Approve or reject with a clear decision and note where appropriate.
  5. Use escalation/delegation rules when the assigned approver cannot act.
  6. Verify that the source transaction reflects the final decision.
Finance

Banking

Banking tracks company bank/cash accounts and movements used for finance reconciliation.

Banking
Banking
Banking — current FLO UBP app screenshot

How this screen works

  1. Create and maintain the correct bank/cash accounts.
  2. Record or review deposits, withdrawals, transfers and adjustments.
  3. Link movements to payments/expenses when the workflow supports it.
  4. Check transaction date, currency and reference.
  5. Reconcile balances regularly.
  6. Investigate unexplained differences against source documents and Audit Log.
Finance

Purchases Overview

Purchases is the supplier/procurement workspace for Vendors, Subcontractors, Purchase Orders and Expenses.

Purchases Overview
Purchases
Purchases Overview — current FLO UBP app screenshot

How this screen works

  1. Choose the correct purchase tab.
  2. Search existing supplier records before creating a new one.
  3. Create the procurement/expense record with accurate project, amount, tax and reference information.
  4. Submit high-value or exceptional purchases for approval.
  5. Track status and payment obligation.
  6. Review payables and project cost impact.
Finance

Vendors

Vendors stores supplier master data used by procurement, expenses and payables.

Vendors
Vendors
Vendors — current FLO UBP app screenshot

How this screen works

  1. Search before adding a vendor.
  2. Create the vendor with accurate legal, contact, tax and payment information.
  3. Maintain status and supplier details when they change.
  4. Use the same vendor record across purchase orders and expenses.
  5. Review supplier history before major commitments.
Finance

Subcontractors

Subcontractors manages external parties engaged for project or operational delivery.

Subcontractors
Subcontractors
Subcontractors — current FLO UBP app screenshot

How this screen works

  1. Create the subcontractor with complete business and contact details.
  2. Link the subcontractor to the relevant project/work context when applicable.
  3. Record contract/reference information and commercial terms.
  4. Track related purchase/cost records.
  5. Review performance, documents and outstanding obligations before further engagement.
Finance

Purchase Orders

Purchase Orders formalize approved commitments to vendors or subcontractors.

Purchase Orders
Purchase Orders
Purchase Orders — current FLO UBP app screenshot

How this screen works

  1. Select the correct supplier and project/cost context.
  2. Add items/services, quantities, prices, discount and tax.
  3. Check delivery/commercial terms and totals.
  4. Submit for approval if the amount exceeds authority.
  5. Issue the PO only after approval and verification.
  6. Track fulfilment and downstream expense/payable impact.
Finance

Expenses

Expenses records operating and project costs that affect cash flow, payables and management reporting.

Expenses
Expenses
Expenses — current FLO UBP app screenshot

How this screen works

  1. Create the expense with date, category, description and amount.
  2. Assign supplier, project and payment source where applicable.
  3. Apply the correct tax treatment.
  4. Attach or reference supporting evidence.
  5. Submit for approval when required.
  6. Verify the expense appears in cash-flow/payables reporting correctly.
Finance

Tax Module Overview

The Tax module centralizes tenant tax configuration, rates, rules, reporting and transaction treatment.

Tax Module Overview
Tax
Tax Module Overview — current FLO UBP app screenshot

How this screen works

  1. Open Finance → Tax.
  2. Review the current company tax configuration before applying rates to live documents.
  3. Use country defaults only as templates and verify them against company requirements.
  4. Maintain tax rates and rules with effective dates/status.
  5. Review tax reports against the underlying invoices, purchases and expenses.
  6. Restrict configuration changes to authorized finance/admin users.
Finance

Tax Overview

Tax Overview summarizes configured tax behavior and calculated tax activity for management review.

Tax Overview
Tax Overview
Tax Overview — current FLO UBP app screenshot

How this screen works

  1. Select the required period or view.
  2. Review taxable sales/purchases and tax totals shown.
  3. Compare unusual totals with the underlying financial documents.
  4. Use the overview as a navigation point to Rates, Rules and Reports.
  5. Do not rely on summary totals without reconciling source transactions when filing or reviewing tax.
Finance

Tax Rates

Tax Rates defines the named rates that may be used by financial transactions.

Tax Rates
Tax Rates
Tax Rates — current FLO UBP app screenshot

How this screen works

  1. Review existing rates before adding a new one.
  2. Create the rate with clear name, percentage and status.
  3. Use effective dates or applicability rules where supported.
  4. Deactivate obsolete rates instead of reusing the same name for a different meaning.
  5. Confirm downstream document behavior after a rate change.
Finance

Tax Rules

Tax Rules controls when configured tax rates apply to transaction types, items or company conditions.

Tax Rules
Tax Rules
Tax Rules — current FLO UBP app screenshot

How this screen works

  1. Review the existing rule priority/applicability.
  2. Create the rule using the intended tax rate and business condition.
  3. Test the rule on a representative transaction before broad use.
  4. Resolve conflicting or overlapping rules.
  5. Disable obsolete rules and document the change.
Finance

Tax Reports

Tax Reports summarizes tax activity for a selected period and supports review, print and evidence workflows.

Tax Reports
Tax Reports
Tax Reports — current FLO UBP app screenshot

How this screen works

  1. Select the correct reporting period.
  2. Review sales/output and purchase/input tax totals where available.
  3. Investigate exceptions against the source invoice/purchase/expense.
  4. Export or print the report for review.
  5. Retain the source records used to support reported figures.
Finance

Tax Settings

Tax Settings controls company-level tax registration, defaults, rounding and document behavior.

Tax Settings
Tax Settings
Tax Settings — current FLO UBP app screenshot

How this screen works

  1. Confirm company tax/VAT registration information.
  2. Select the intended default tax behavior.
  3. Review rounding/reporting settings.
  4. Apply country defaults only after verification.
  5. Save changes and test a sample document.
  6. Review Audit Log after sensitive configuration changes.
Finance

Claims & Advances

Claims & Advances manages employee expense claims, advance requests, approvals, payments and settlement from one controlled finance workflow.

Claims & Advances
Employee Expenses · Approvals · Payments · Settlement
Claims & Advances — current FLO UBP screenshot

How this screen works

  1. Open Finance → Claims & Advances.
  2. Use the summary cards to identify My Action, Open, Awaiting Payment and Awaiting Settlement requests.
  3. Search by request number, employee or purpose, then filter by employee, request type and request state.
  4. Select New Expense Claim when an employee must submit reimbursable business spending.
  5. Select Request Advance when funds are needed before the business expense occurs.
  6. Open an existing request to review its approval path, supporting documents, workflow history and available actions.
Finance

New Expense Claim & Claim Review

New Expense Claim starts a reimbursable employee-spend request. After submission, the claim opens into a structured review screen showing its approval, payment and settlement path.

Expense Claim
Create · Review · Approve / Reject
New Expense Claim & Claim Review — current FLO UBP screenshot

How this screen works

  1. From Claims & Advances, select New Expense Claim to start the request.
  2. Enter the employee spending information accurately, including amount, category, business purpose, payment context and any project/client relationship that applies.
  3. Attach receipts and supporting documents where available before submission.
  4. After submission, open the claim to review Request Number, Employee, Type, Request Date, Requested Amount, Category, Paid To, employee payment method, project/client links, business purpose and notes.
  5. Review the workflow cards for Direct Manager, Finance Approval, Payment and Settlement.
  6. Authorized approvers use the available approval or rejection action and verify the Workflow History after the decision.
Finance

Request Expense Advance

Request Expense Advance lets an employee request company funds before spending and records the expected settlement date from the start.

Request Expense Advance
Advance Request
Request Expense Advance — current FLO UBP screenshot

How this screen works

  1. From Claims & Advances, select Request Advance.
  2. Confirm the employee, Required Date and Expected Settlement Date.
  3. Enter the Amount and Currency.
  4. Link the request to a Project and/or Client when the advance is related to that work.
  5. Enter a clear Business Purpose and any useful Notes.
  6. Attach supporting documents when required, then select Submit for Approval.
  7. After approval and payment, track the request until settlement is completed or otherwise resolved.
People

Human Resources Overview

Human Resources is the employee lifecycle workspace for Employees, Payroll, Leave, Org Chart, Recruitment, Offers and Contracts.

Human Resources Overview
Human Resources
Human Resources Overview — current FLO UBP app screenshot

How this screen works

  1. Start from accurate employee master records.
  2. Use Recruitment and Offers before onboarding where the company workflow requires it.
  3. Maintain employment, finance, documents and status throughout the employee lifecycle.
  4. Use Leave and Attendance data before final payroll.
  5. Use Contracts and employee documents to preserve HR evidence.
  6. Review organizational structure and employee status periodically.
People

Employees

Employees is the HR master list and source of truth for employee identity and employment records.

Employees
Employees
Employees — current FLO UBP app screenshot

How this screen works

  1. Search before adding a new employee.
  2. Create the employee with verified personal, ID and contact information.
  3. Complete employment, department, branch, manager and status fields.
  4. Add finance/payroll data only when authorized.
  5. Attach or record required employee documents and assets.
  6. Open Employee Details for full profile review.
People

Employee Details

Employee Details consolidates identity, employment, finance, assets, documents and attendance/agent settings for one employee.

Employee Details
Employee Profile
Employee Details — current FLO UBP app screenshot

How this screen works

  1. Confirm the employee name, ID, role and status.
  2. Review Personal & ID for legal identity and contact information.
  3. Review Employment for branch, department, manager and job status.
  4. Review Finance only when authorized.
  5. Review Assets and Documents for company property and required files.
  6. Review Attendance / Agent for attendance linkage and Desktop Agent activation.
  7. Use Edit only after verifying the source information.
People

Payroll

Payroll prepares, reviews, approves and pays salary outcomes using employee compensation and approved attendance/leave data.

Payroll
Payroll
Payroll — current FLO UBP app screenshot

How this screen works

  1. Select the payroll period.
  2. Review eligible employees, salary components, allowances and deductions.
  3. Confirm processed attendance/leave inputs before generating payroll.
  4. Generate payroll in draft and investigate exceptions.
  5. Approve payroll according to authority rules.
  6. Mark payroll paid only after the company payment process is complete.
  7. Print/view payslips or export payroll as authorized.
People

Leave Management

Leave Management records employee absence requests, balances, dates, approval status and payroll impact.

Leave Management
Leave Management
Leave Management — current FLO UBP app screenshot

How this screen works

  1. Open the employee leave record or create a request.
  2. Select leave type and accurate date range.
  3. Check available balance and overlapping requests.
  4. Submit or review the request according to approval policy.
  5. Approve/reject with the correct effective dates.
  6. Confirm approved leave is reflected in attendance/payroll processing.
People

Organization Chart

Organization Chart visualizes reporting lines, departments and management relationships.

Organization Chart
Org Chart
Organization Chart — current FLO UBP app screenshot

How this screen works

  1. Review the hierarchy for missing or incorrect manager relationships.
  2. Open the related employee record when a reporting line needs correction.
  3. Use department/role information consistently.
  4. Update the underlying employee/structure data rather than treating the chart as a separate record.
People

Recruitment

Recruitment manages candidate and vacancy progress before employment records are created.

Recruitment
Recruitment
Recruitment — current FLO UBP app screenshot

How this screen works

  1. Create or select the vacancy/recruitment record.
  2. Record candidate information and the current recruitment stage.
  3. Assign responsible HR/manager users.
  4. Record interview/review notes according to company policy.
  5. Move successful candidates to the offer stage when approved.
  6. Close unsuccessful or filled recruitment records cleanly.
People

Offers

Offers records employment offers before contract and employee onboarding are finalized.

Offers
Offers
Offers — current FLO UBP app screenshot

How this screen works

  1. Select the candidate or employee context.
  2. Enter job title, compensation, start date and offer terms accurately.
  3. Route the offer for required approval.
  4. Issue/print the approved offer.
  5. Record accepted, rejected or expired status.
  6. Use an accepted offer as the basis for onboarding/contract data where applicable.
People

Contracts

Contracts manages formal employee contract records and related employment documents.

Contracts
Contracts
Contracts — current FLO UBP app screenshot

How this screen works

  1. Open or create the contract against the correct employee.
  2. Confirm contract dates, role, compensation and required legal fields.
  3. Use the correct country/company template where configured.
  4. Review the document before issue or signature.
  5. Track active/expired/renewal status.
  6. Store or link the finalized contract with the employee record.
People

Template Builder

Template Builder creates customized Job Offer and Employment Contract templates with bilingual content, company branding, structured information rows and a live print preview.

Template Builder
Job Offers & Contracts
Template Builder — current FLO UBP app screenshot

How this screen works

  1. Open People → Human Resources → Contracts, then open the Template Builder.
  2. Enter a Template Name and choose the template Type, such as a Job Offer or Employment Contract.
  3. Configure Document Header & Branding. The company logo is optional and comes from Company Settings; choose its alignment when used.
  4. Edit the document title and optional slogan in English and Arabic. Both languages remain independently editable.
  5. Build the Top Information area by adding rows, entering English and Arabic labels, choosing the value type, and reordering or deleting rows as needed.
  6. Use the Live Print Preview to check the bilingual layout and document structure while editing.
  7. Select Save Template when the customized format is ready for use.
People

Attendance Overview

Attendance is the workforce time-control workspace for dashboard review, daily processing, project/site entry, devices, imports, geofences, work calendar, Desktop Agent and reports.

Attendance Overview
Attendance
Attendance Overview screenshot

How this screen works

  1. Configure work calendar, devices/geofences and attendance permissions first.
  2. Capture raw attendance from approved sources.
  3. Process raw logs into daily attendance outcomes.
  4. Review exceptions such as absence, lateness, missing punches and conflicts.
  5. Use Site / Project Attendance for authorized supervisor entry.
  6. Review Attendance Reports before payroll or project labor analysis.
Current build: Attendance also includes a dedicated Reports tab after Desktop Agent for attendance review/export workflows.
People

Attendance Dashboard

Attendance Dashboard summarizes workforce attendance status and exceptions for management review.

Attendance Dashboard
Attendance Dashboard
Attendance Dashboard screenshot

How this screen works

  1. Select the relevant date/period.
  2. Review present, absent, late, leave and exception totals.
  3. Filter by branch/project or team where available.
  4. Open the underlying daily records for exceptions.
  5. Run processing when new raw logs need to be reflected.
People

Daily Attendance

Daily Attendance shows the processed employee-day result used for operational review and downstream payroll.

Daily Attendance
Daily Attendance
Daily Attendance screenshot

How this screen works

  1. Select the date and relevant project/site filter.
  2. Review each employee status and time result.
  3. Filter for exceptions such as Absent, Leave, Half Day or missing data.
  4. Recalculate/process after valid raw log changes.
  5. Correct only through authorized workflow and retain the reason.
  6. Confirm the final day is ready before payroll uses it.
People

Site and Project Attendance

Site / Project Attendance lets authorized project users record attendance for the team assigned to a selected project/site.

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

How this screen works

  1. Select the project/site and date.
  2. Confirm the loaded team matches project assignments.
  3. Start from the default Present status.
  4. Adjust only exceptions such as Absent, Leave or Half Day.
  5. Add in/out time or notes when needed.
  6. Submit the attendance so auditable supervisor logs are created.
People

Attendance Devices

Attendance Devices manages biometric, kiosk and other attendance sources plus their import mappings.

Attendance Devices
Attendance Devices
Attendance Devices screenshot

How this screen works

  1. Add the device/source with name, type, location and status.
  2. Link it to the correct branch/project/site.
  3. Configure the saved field mapping for its CSV/Excel format.
  4. Review import history and error counts.
  5. Deactivate retired devices rather than deleting history.
People

Attendance Imports

Attendance Imports validates CSV/Excel or biometric exports before raw logs are accepted.

Attendance Imports
Attendance Imports
Attendance Imports screenshot

How this screen works

  1. Select the source device.
  2. Upload the attendance file.
  3. Apply the saved mapping.
  4. Preview valid, invalid and unmapped rows.
  5. Fix or reject rows with missing employee codes/timestamps or invalid dates.
  6. Import valid rows into raw attendance logs.
  7. Run processing to generate/update daily attendance.
People

Attendance Geofences

Attendance Geofences defines approved GPS areas for branch, project, site or other attendance locations.

Attendance Geofences
Geofences
Attendance Geofences screenshot

How this screen works

  1. Create the geofence name and type.
  2. Link the correct branch/project where applicable.
  3. Set verified latitude, longitude and radius.
  4. Activate only approved attendance locations.
  5. Test location validation before relying on it operationally.
  6. Review out-of-radius exceptions according to company policy.
People

Work Calendar

Work Calendar defines weekends, holidays and working-day rules used by attendance processing.

Work Calendar
Work Calendar
Work Calendar screenshot

How this screen works

  1. Select company weekend days.
  2. Add holidays with name, date/range and type.
  3. Set paid/unpaid and status correctly.
  4. Use multi-day entries when required.
  5. Review the calendar before a new payroll period.
  6. Update future changes without rewriting historical policy.
People

Desktop Attendance Agent

Desktop Attendance Agent controls employee activation, device/session visibility and work-activity policy for supported desktop attendance.

Desktop Attendance Agent
Desktop Agent
Desktop Attendance Agent screenshot

How this screen works

  1. Open the employee Attendance / Agent context or Desktop Agent tab.
  2. Activate only employees approved for Desktop Agent use.
  3. Review registered devices and sessions.
  4. Apply the company activity policy, including required window-title capture where configured.
  5. Revoke devices or disconnect sessions when access is no longer valid.
  6. Use Agent reports/activity logs only according to company policy and permissions.
Documentation

Documents

Documents stores supporting files used by client, project, HR, finance and operational records.

Documents
Documents
Documents — current FLO UBP app screenshot

How this screen works

  1. Upload the file with a clear name and category.
  2. Link it to the correct business record where supported.
  3. Add meaningful document metadata.
  4. Restrict access to sensitive HR, finance or legal files.
  5. Replace/renew documents according to policy while preserving required history.
  6. Search or filter before uploading duplicates.
Documentation

Reports Overview

Reports provides management analytics for Cash Flow, Sales, Inventory, Payments and Payables with period/client filters, Excel export and print.

Payments reportReview received-payment activity by the selected report period/client context and reconcile it with invoices and banking.
Payables reportReview supplier/subcontractor obligations and investigate overdue balances through purchasing and expense records.
Reports Overview
Reports
Reports Overview — current FLO UBP app screenshot

How this screen works

  1. Select the report period.
  2. Apply client or other available filters.
  3. Choose Cash Flow, Sales, Inventory, Payments or Payables.
  4. Review totals and exceptions before exporting.
  5. Open source modules to investigate unusual figures.
  6. Use Excel/Print for review evidence after confirming filters.
Documentation

Cash Flow Report

Cash Flow Report summarizes collected revenue, expenditure, net cash position, bank balance, receivables and related finance signals.

Cash Flow Report
Cash Flow Report
Cash Flow Report — current FLO UBP app screenshot

How this screen works

  1. Select the reporting period.
  2. Review collections and expenditure.
  3. Compare net cash position with bank balance and outstanding receivables.
  4. Investigate large or unexpected movements.
  5. Reconcile with Banking, Payments and Expenses.
  6. Export/print only after review.
Documentation

Sales Report

Sales Report summarizes commercial performance using pipeline and sales transaction data.

Sales Report
Sales Report
Sales Report — current FLO UBP app screenshot

How this screen works

  1. Select the period and client filter if needed.
  2. Review sales value and trends.
  3. Compare won/lost pipeline performance with issued orders/invoices where relevant.
  4. Identify concentrated client or product exposure.
  5. Investigate anomalies in source records.
  6. Export for management review.
Documentation

Inventory Report

Inventory Report provides item-level visibility derived from the product/inventory configuration in the platform.

Inventory Report
Inventory Report
Inventory Report — current FLO UBP app screenshot

How this screen works

  1. Select the period or relevant filters.
  2. Review item movement/availability metrics shown.
  3. Investigate unusual quantities or values.
  4. Verify product codes and categories.
  5. Export the report after reconciling obvious exceptions.
Documentation

Payments Report

Payments Report consolidates received-payment activity so finance can review collections by period, client, invoice, method and bank-account context.

Payments Report
Payments
Payments Report — current FLO UBP app screenshot

How this screen works

  1. Open Documentation → Reports and select Payments.
  2. Choose the report period and client filter required for the review.
  3. Review total collected and the transaction count before reading individual rows.
  4. Reconcile each material receipt to the related invoice and payment method.
  5. Use Excel or Print when the report must be reviewed, retained or shared.
  6. Investigate unexpected duplicates, missing receipts or currency differences in the source Finance records.
Documentation

Payables Report

Payables Report summarizes outstanding supplier/subcontractor obligations from purchasing and expense activity.

Payables Report
Payables
Payables Report — current FLO UBP app screenshot

How this screen works

  1. Select the required reporting period.
  2. Review outstanding values by supplier and due status.
  3. Investigate overdue or unusually large balances.
  4. Compare with Purchase Orders and Expenses.
  5. Confirm payments/settlements are reflected before relying on the report.
  6. Export or print for finance review.
System

Users and Access

Users & Access manages accounts, roles, permissions, status, password controls and privileged access.

Users and Access
Users
Users and Access — current FLO UBP app screenshot

How this screen works

  1. Create a user only for a valid employee/authorized person.
  2. Assign the correct role and approval limit.
  3. Grant the minimum permissions required for the job.
  4. Review sensitive permissions such as finance, payroll, settings, audit and exports.
  5. Deactivate users promptly when access is no longer required.
  6. Review 2FA and password/reset actions for privileged users.
System

Permission Matrix

Permission Matrix defines role-level access defaults across FLO UBP while preserving more specific per-user permission overrides.

Permission Matrix
Users & Authority
Permission Matrix — current FLO UBP app screenshot

How this screen works

  1. Open System → Users and select the Permission Matrix tab.
  2. Review permissions by row and business role by column. Each checkbox shows whether that role receives the permission by default.
  3. Enable or disable the required permissions for roles such as CEO, Admin, COO, CFO, Finance Manager, Accountant, Accounts Receivable, Accounts Payable, Sales Director and other configured roles.
  4. Use the matrix for role-level defaults. A permission explicitly configured inside an individual user’s Permissions tab takes priority over the role default.
  5. Select Save Matrix Changes after reviewing the changes. Use Reset to Defaults only when the intended role defaults need to be restored.
System

Company Settings Overview

Company Settings centralizes the current company configuration tabs: General, Branches, Backup, Security, App, Dashboard and Authorization.

Company Settings — Current Tabs
General · Branches · Backup · Security · App · Dashboard · Authorization
Company Settings — current FLO UBP tabs including Backup and Dashboard

How this screen works

  1. Open System → Settings with the required administrative permission.
  2. Use General for company identity, commercial identifiers and default business information.
  3. Use Branches for operating locations and branch records.
  4. Use Backup for encrypted company backups, backup history and controlled restore requests.
  5. Use Security for session, password and Two-Factor Authentication controls.
  6. Use App for application-level preferences and current app utilities.
  7. Use Dashboard for dashboard-specific company preferences available in the current build.
  8. Use Authorization for approval limits and escalation rules.
System

General Company Settings

General Company Settings stores the company profile and identifiers used across the platform and printed outputs.

General Company Settings
General Settings
General Company Settings — full FLO UBP screen

How this screen works

  1. Enter the official company name and address.
  2. Maintain phone, email and website.
  3. Verify Tax/VAT and Commercial Registration numbers.
  4. Confirm default currency and read-only company code.
  5. Review project approval thresholds where configured.
  6. Save and verify the updated information on a relevant output.
System

Branches Settings

Branches Settings manages company operating locations used by HR, attendance, finance and reporting.

Branches Settings
Branches
Branches Settings — full FLO UBP screen

How this screen works

  1. Create the branch with clear name and address/location data.
  2. Set status and operational details.
  3. Assign employees/users or business records as required.
  4. Maintain geographic information for attendance/geofence workflows.
  5. Deactivate closed branches after migrating active responsibilities.
System

Encrypted Company Backups

Backup is a dedicated Settings tab for encrypted tenant backups, backup history, storage limits and governed restore control.

Encrypted Company Backups
Backup
Encrypted Company Backups — current FLO UBP screenshot

How this screen works

  1. Open System → Settings → Backup.
  2. Review the protection indicators: encrypted at creation, tenant isolated, audit history protected and the seven-day restore rescue window.
  3. Check manual backup count and encrypted storage usage before creating another backup.
  4. Select Create Backup to generate a new encrypted company backup when required.
  5. Use Backup History to review created backups and their lifecycle.
  6. Use Restore Control for governed restore requests and required approval decisions before restoration.
System

Security Settings

Security Settings controls session timeout, password change and Two-Factor Authentication behavior.

Security Settings
Security Settings
Security Settings — full FLO UBP screen

How this screen works

  1. Set the appropriate inactivity auto-lock timeout.
  2. Use Change Password to update the signed-in account securely.
  3. Enable and configure 2FA for privileged or sensitive accounts according to company policy.
  4. Review recovery/disable actions carefully.
  5. Test the login flow after security changes.
System

App Settings

App Settings controls the company workspace theme, including the main interface color, text contrast and button color depth.

App Settings
Theme
FLO UBP App Settings showing Main color, Text contrast and Button color depth controls

How this screen works

  1. Open System → Settings and select App.
  2. Use Main color to choose the primary interface color used across the company workspace.
  3. Adjust Text contrast to control the strength and readability of text against the interface background.
  4. Adjust Button color depth to control how strongly the selected theme color appears on buttons and other emphasized controls.
  5. Review the preview swatches and the interface before saving, especially after large contrast or color changes.
  6. Select Save Theme to apply the theme settings.
System

Dashboard Settings

Dashboard is a current Company Settings tab. The supplied Settings screenshot confirms its position between App and Authorization. This manual records the tab without inventing field-level controls that are not visible in the supplied capture.

Current tab order: General → Branches → Backup → Security → App → Dashboard → Authorization.
System

Authorization and Approval Limits

Authorization defines approval limits by role plus global auto-approval and escalation thresholds.

Authorization and Approval Limits
Authorization Settings
Authorization and Approval Limits — full FLO UBP screen

How this screen works

  1. Review each role’s approval limit.
  2. Set limits that match the company delegation-of-authority policy.
  3. Set Auto-Approve Below only when the company explicitly wants that behavior.
  4. Configure the escalation timeout.
  5. Save settings and test a representative approval request.
  6. Review future changes through the Audit Log.
System

Audit Log

Audit Log is the searchable evidence trail for user/system actions, including changes, logins, approvals, prints and other recorded events.

Audit Log
Audit Log
Audit Log — current FLO UBP app screenshot

How this screen works

  1. Use From/To dates to scope the review.
  2. Filter by user, action, module, record ID or text details.
  3. Open the source record when an event requires investigation.
  4. Use Today or All Time shortcuts appropriately.
  5. Export the audit view when authorized and needed for review evidence.
  6. Do not treat the log as a substitute for proper permissions and approvals.
System

Team Chat

Team Chat provides in-platform direct and general-channel communication linked to the company workspace.

Team Chat — current FLO UBP app screenshot

How this screen works

  1. Open Team Chat from the global app shell.
  2. Select the user or general channel.
  3. Send concise operational messages without including secrets or passwords.
  4. Use the source business record for formal approvals or data changes rather than approving by chat alone.
  5. Close the panel and continue work in the current module.
System

Notifications

Notifications surfaces alerts, approvals, expiry warnings, broadcasts and system notices that need user attention.

Notifications — current FLO UBP app screenshot

How this screen works

  1. Open the notification panel from the app shell.
  2. Read the alert type, source and time.
  3. Open the related source record or approval when action is required.
  4. Mark resolved/read items appropriately.
  5. Use Mark all read only after confirming no actionable item is being ignored.
Company Use

Company License and Authorized Use

This section describes the operating scope for companies using FLO.

Company License

FLO UBP 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, Go-Live & System Ownership

www.flo-ubp.com
info@flo-ubp.com
Manual v8 · August 2026

Before go-live

Verify company profile, branches, users, permissions, security/2FA, authorization limits, tax settings, products, employees, work calendar and document output settings.

Daily control

Use Dashboard, approvals, Attendance exceptions, Reports, Notifications and Audit Log to identify actions that need attention.

Data protection

Maintain verified backups, restrict sensitive exports and settings, review privileged users, and protect uploaded business/HR documents.