Accounts
Review the business and delivery handoff for the authorized accounting action.
Typical owner: Accounts DepartmentRole profile / Department
Accounts Department
Authorized financial review and business-record handoffs.
Role accountabilities
What this role is responsible for.
- Review authorized financial records and receive delivery/accounting handoffs.
- Work only within assigned company, branch and department scope.
- Send each record to the next authorized owner; decisions and approvals follow company policy.
What this role can access—and what needs a separate grant.
- Finance records limited to assigned company/branch and ledger scope. Payroll data is restricted; payment initiation and confirmation require separate assigned rights and dual control; audit exports and adjustments.
These are FieldPro security requirements and intended permission boundaries. Actual enforcement depends on implementation, company policy and release validation.
Operational sequence
Where this role enters the workflow.
Owner labels show the agreed operating flow; actual assignment, branch limits and approvals remain company-configured.
Expertise & module responsibilities
Workspaces connected to this role.
Each module shows what it manages, its process, information in and the records it hands off.
Accounts & Finance
Bring the financial handoff into view, linking approved purchases, reviewed deliveries and payroll information with authorized accounting work.
Module responsibilities & availability
- Chart of AccountsReported Partial (Integration Pending)
Organize the company ledger accounts and their authorized use.
- Journal EntriesReported Partial (Integration Pending)
Record and review source-linked accounting entries.
- Accounts Payable & ReceivableReported Partial (Integration Pending)
Track supplier obligations and customer balances.
- Bank ManagementReported Partial (Integration Pending)
Maintain authorized bank-account and reconciliation context.
- Payments & ReceiptsReported Partial (Integration Pending)
Review payment/receipt records with controlled accounting posting.
- Multi-Currency SupportReported Partial (Integration Pending)
Apply configured currencies, rates and accounting treatment.
- Financial Reports (P&L, Balance Sheet)Reported Partial (Integration Pending)
Produce reports that reconcile to the underlying ledger.
- Budgeting & Cost ControlReported Partial (Integration Pending)
Compare permitted budgets and costs within assigned responsibility.
- Tax Management (Country-wise)Reported Partial (Integration Pending)
Use configured jurisdiction-specific tax profiles and maintained rules.
- Integration with Sales, Purchase & PayrollReported Partial (Integration Pending)
Reconcile business handoffs before treating integration as complete.
- Finance ownership and authorized record accessPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Delivery-to-accounts handoffPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Payroll and procurement connectionsPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Source-linked financial reporting directionPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
Process, inputs & handoffs
Process
- Receive approved business record
- Review financial details
- Record authorized accounting action
- Reconcile and report
Information received
- Approved business records
- Reviewed delivery and payroll information
Records or handoffs produced
- Accounting records
- Financial reports and follow-up
Payroll Management
Explain every pay-run stage clearly, from preparation and approval to publication and confirmed payment status.
Module responsibilities & availability
- Salary Structure & ComponentsReported Developed
Configure approved salary components for the employee/pay group.
- Monthly Payroll ProcessingReported Developed
Prepare a controlled monthly pay run.
- Allowances & DeductionsReported Developed
Apply authorized additions and deductions with traceable inputs.
- Loan & Advance ManagementReported Developed
Track approved employee loans and advances in payroll inputs.
- Tax & Social Security (Country-wise)Reported Developed
Use configured and maintained country-specific payroll rules.
- Payroll ReportsReported Developed
Review permitted pay-run summaries and exceptions.
- Payslips (PDF / Email)Reported Developed
Provide employee-specific payslips after publication; email requires setup.
- Bank Transfer FileReported Developed
Prepare the required bank format for authorized payment processing.
- Payroll Approval WorkflowReported Developed
Keep preparation, approval, publication and payment confirmation distinct.
- Prepared, approved and published pay-run stagesPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Scheduled and initiated payment stagesPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Confirmed or failed payment outcomesPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Individual payslips visible only to the employee and authorized payroll staffPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
Process, inputs & handoffs
Process
- Prepare payroll
- Approve pay run
- Publish employee payslips
- Schedule and initiate payment
- Record confirmed or failed outcome
Information received
- Approved employee and payroll information
- Authorized payment instructions
Records or handoffs produced
- Published payslips
- Payment status notifications
Purchase Management
Coordinate purchasing needs with authorization, warehouse receipt and the related accounts handoff.
Module responsibilities & availability
- Supplier ManagementReported Partial
Maintain authorized suppliers and purchasing context.
- Purchase RequisitionsReported Partial
Route an internal buying request to the responsible approver.
- Purchase OrdersReported Partial
Issue authorized orders against approved procurement needs.
- Goods ReceiptReported Partial
Link received quantities to purchase and warehouse records.
- Purchase InvoicesReported Partial
Send supplier invoices through assigned finance review.
- Supplier ReturnsReported Partial
Track the stock and accounting effects of an authorized return.
- Approval WorkflowsReported Partial
Apply company-specific procurement approval responsibilities.
- Purchase ReportsReported Partial
Review permitted supplier, order and purchasing summaries.
- Integration with Warehouse & AccountsReported Partial
Reconcile order, receipt and supplier-finance handoffs.
- Purchase requests within the agreed business scopePreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Role-based review and approvalPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Supplier and purchasing informationPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Connections to receiving and financePreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
Process, inputs & handoffs
Process
- Raise purchase need
- Review and approve request
- Coordinate receipt
- Pass records to accounts
Information received
- Purchase need
- Authorized request
Records or handoffs produced
- Procurement record
- Receiving and finance handoff
Branch Management
Connect each branch, its manager, supervisors and departments to the company workspace with clearly assigned access.
Module responsibilities & availability
- Branch directory and company-to-branch structureIn development
- Branch Manager and Supervisor assignments with explicit responsibilitiesIn development
- Branch-scoped HR, CNC, Accounts, Warehouse and Transport workspacesIn development
- Sales teams, order bookers and assigned riders connected to their branchIn development
- Branch-level workflow visibility and authorized exception escalationIn development
- Company-wide oversight only for users assigned the relevant cross-branch rightsIn development
Process, inputs & handoffs
Process
- Define the company and its branches
- Assign the Branch Manager, supervisors and department teams
- Set record visibility and approval rights for each branch
- Follow orders, stock, dispatch and delivery within the assigned scope
- Escalate exceptions and review authorized branch summaries
Information received
- Company and branch structure
- Employee and department assignments
- Configured access and approval policies
- Branch orders, stock and delivery records
Records or handoffs produced
- Branch workspace and responsibility map
- Department handoffs with branch context
- Authorized branch summaries and exception queues
Trade Finance
Connect LC, documentary collection, guarantees, advances and remittances to controlled Accounts handoffs.
Module responsibilities & availability
- Letter of Credit (LC) ManagementReported Planned
Track LC terms, documents and authorized finance responsibilities.
- Documentary CollectionReported Planned
Link collection documents and required banking workflow states.
- Bank GuaranteesReported Planned
Record guarantee terms, validity and transaction references.
- Advance PaymentsReported Planned
Track approved advances and their accounting allocation.
- Remittance TrackingReported Planned
Follow reported remittance progress and confirmation references.
- LC Document ChecklistReported Planned
Review required LC documents against the applicable transaction.
- Bank Charges & CommissionReported Planned
Record authorized charges and their supporting references.
- Finance Cost AllocationReported Planned
Allocate verified finance costs through the configured costing method.
- Integration with AccountsReported Planned
Reconcile finance transactions with authorized ledger posting.
Process, inputs & handoffs
Process
- Register LC, guarantee or collection context
- Review required documents
- Route payment and charge approval
- Track reported remittance and confirmation
- Reconcile finance references in Accounts
Information received
- Approved trade/finance request
- Bank/document references
- Verified charges
Records or handoffs produced
- Finance-workflow record
- Document checklist
- Reconciliation handoff
Landed Cost & Costing
Bring product value, freight, insurance, handling, duties and currency inputs into reviewed item cost allocations.
Module responsibilities & availability
- Product Costing (Local & Imported)Reported Planned
Calculate product cost using the applicable local/import workflow.
- Freight, Insurance & Handling CostsReported Planned
Capture eligible shipment charge components.
- Customs Duties & TaxesReported Planned
Use the verified duty/tax records relevant to the goods.
- Currency ConversionReported Planned
Use the chosen rate/date and retain conversion context.
- Landed Cost CalculationReported Planned
Combine authorized product and shipment costs.
- Actual vs Estimated CostReported Planned
Compare estimates with verified actual charges.
- Cost Allocation to ProductsReported Planned
Apply the configured allocation basis to shipment items.
- Profitability AnalysisReported Planned
Review margin information from reconciled cost and sales records.
- Integration with Purchase & AccountsReported Planned
Link procurement, cost allocation and accounting references.
Process, inputs & handoffs
Process
- Record product and shipment cost inputs
- Review charges and currency rates
- Calculate estimated or actual landed cost
- Approve item allocation
- Reconcile purchase and ledger references
Information received
- Goods values
- Freight/insurance/duty inputs
- Currency and allocation rules
Records or handoffs produced
- Cost sheet
- Item allocation
- Estimate/actual and margin view
Reports & Analytics
Review company and department dashboards, operational reports, financial summaries and permitted exports with source-linked metrics.
Module responsibilities & availability
- Company & Department DashboardsReported Partial
Present summaries only within the viewer’s authorized scope.
- Sales, Purchase, Stock ReportsReported Partial
Review operational source-linked summaries and exceptions.
- Financial ReportsReported Partial
Reconcile finance summaries to the underlying ledger.
- Import / Export ReportsReported Partial
Review configured trade movement and transaction summaries.
- Shipment Status ReportsReported Partial
Follow available milestone and carrier-status information.
- Collection & Aging ReportsReported Partial
Review open balances, due dates and recorded follow-up.
- Profitability & Cost AnalysisReported Partial
Analyze permitted sales and reconciled cost information.
- Custom Reports & FiltersReported Partial
Apply permitted report fields, scope and saved filters.
- Export to PDF / ExcelReported Partial
Enable the format suitable for the particular authorized report.
- Management KPI DashboardReported Partial
Summarize defined metrics with traceable source records.
- Approval and manager workload reportsSource present · live validation pending
Company-scoped approval filters, manager analytics, department workloads and bounded CSV reports are present in source.
- SLA and notification performanceSource present · live validation pending
Thirty-day department notice and escalation summaries distinguish generated notices from confirmed external delivery.
- Operational health trendsSource present · live validation pending
Seven-day worker run/failure trends summarize global operational telemetry without exposing other tenants’ approval records.
- Department incident and reviewer accountabilitySource present · live validation pending
Health incidents can be manually mapped to a company department. Department counts and the separate 30-day reviewer decision summary have explicit windows and overlap limits.
Process, inputs & handoffs
Process
- Select authorized report and scope
- Apply allowed filters
- Review source-linked metrics
- Investigate exceptions
- Export in the permitted report format
Information received
- Scoped business records
- Metric definition
- Report permissions
Records or handoffs produced
- Dashboard/report
- Exception view
- Permitted export
Document Center
Keep business documents, templates, versions and approvals inside the departments and workflows that require them.
Module responsibilities & availability
- Department-wise Document StorageReported Partial
Limit document categories and access to the departments that need them.
- Upload, View, DownloadReported Partial
Use authorized file handling for the linked business record.
- Print / Save as PDFReported Partial
Provide a print/PDF option where the specific document type supports it.
- Document TemplatesReported Partial
Enable the right templates for the relevant department and workflow.
- Version HistoryReported Partial
Retain the document version associated with an approval or change.
- Document Approval WorkflowReported Partial
Route the chosen version to assigned reviewers.
- Audit TrailReported Partial
Track sensitive document access and lifecycle actions.
- Search & FiltersReported Partial
Find authorized files by their record and metadata.
- CSV ExportReported Partial
Export permitted document-list metadata when the workflow requires it.
- Integration with All ModulesReported Partial
Attach supported documents contextually; no universal document menu or format grant.
- Connected Office Mail file governanceRelated source scope · full document integration pending
Private Office Mail attachment storage, hold/review and recovery workflows are documented in their own modules. They do not implement versioning or governance for every Document Center record.
Process, inputs & handoffs
Process
- Open the linked business workflow
- Choose an allowed document type
- Upload or prepare the relevant version
- Route required approval
- Retain permitted access and export history
Information received
- Business-record context
- Allowed template/file type
- Department permission
Records or handoffs produced
- Versioned document
- Approval and access history
- Context-appropriate print or export
Internal Office Mail
Give employees an internal company inbox for direct and department messages, with controlled attachments and personal read status.
Module responsibilities & availability
- Employee inbox and sent messagesSource present · live validation pending
Company-scoped employee-to-employee messages, message detail, sent history and personal archive are present in source. Recipients are company users, not public email addresses.
- Department message routingSource present · live validation pending
An active department member can send to up to 100 other active members. Department delivery is recorded as one database transaction.
- Personal notifications and read statusSource present · live validation pending
Internal notices identify new messages and uploaded attachments. Users can mark only their own notices read; this does not establish mobile push delivery.
- Private attachment upload and downloadSource present · live validation pending
Sender upload supports PDF, PNG, JPEG and plain text up to 5 MiB. Private storage, randomized keys, SHA-256 checks and authorized downloads are in source.
- Attachment lifecycle controlsSource present · live validation pending
Retention previews, legal holds, configured company quotas and independent cleanup review connect to the dedicated governance workspace.
- Separate from public domain emailSource present · live validation pending
Office Mail stays inside the company database. It does not use SMTP/IMAP or create a company-domain mailbox.
Process, inputs & handoffs
Process
- Choose a colleague or permitted department
- Write the internal message
- Attach an allowed file using private storage
- Recipient opens the inbox and reviews the notice
- Archive personal messages or route follow-up
Information received
- Authenticated company user
- Recipient or department membership
- Subject and message
- Optional permitted attachment
Records or handoffs produced
- Internal message and recipient records
- Read/archive state
- Attachment checksum and private metadata
- In-app notice and audit record
Internal Messenger
Organize company chat in member-controlled threads, with incremental message polling and personal read cursors.
Module responsibilities & availability
- Company-scoped chat threadsSource present · live validation pending
Thread creation, membership checks and text message records are present in the cumulative communications source.
- Member-only message accessSource present · live validation pending
Thread participation and company identity determine which messages an authenticated user can access.
- Incremental pollingSource present · live validation pending
Fetch up to 100 messages newer than the caller cursor from threads they belong to. Polling is distinct from WebSockets or background push.
- Monotonic read cursorSource present · live validation pending
A thread member can advance their own read position. This is not a delivery confirmation or a read receipt for every participant.
- Realtime media and pushIntegration required
Realtime push, voice/video transport and mobile background delivery require separate infrastructure and validation.
Process, inputs & handoffs
Process
- Create or join an authorized thread
- Send a text message
- Poll for newer member-visible messages
- Advance personal read position
Information received
- Authenticated company identity
- Thread membership
- Text message and cursor
Records or handoffs produced
- Thread message history
- Incremental results
- Personal read position
Role permissions and assigned module responsibilities are set by the company.
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