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Tenant Module Reference

This page lists the major tenant portal modules and what each module is used for.

1. Dashboard​

The dashboard is the landing page for tenant users. Use it to review operational and finance summaries before opening detailed modules.

2. Customers​

Customers stores customer company records and customer portal access.

Key functions​

  • Add and edit customer company.
  • Set customer ID and short name.
  • Assign default department.
  • Store billing details and payment terms.
  • Configure customer WhatsApp group link.
  • Create customer credentials for customer portal login.
  • Blacklist customer when ordering should be blocked.
  • Filter by company, customer ID, short name, default department, and status.

3. Orders​

Orders is the main operational and billing source.

Key functions​

  • Create new order.
  • Accept, reject, cancel, terminate, or complete order.
  • Manage route pickup/drop-off pairs.
  • Reorder route sequence.
  • Add route after acceptance.
  • Manage passenger details and identification.
  • Manage price breakdown, add-ons, surcharges, refund, tax, and net amount.
  • Generate quotation public link.
  • Track invoice generated status and payment status.
  • Send WhatsApp messages to passenger or customer group.
  • Export orders to Excel/CSV with multi-route rows.

4. Order Settings​

Order Settings controls reusable order pricing and routing setup.

Key functions​

  • Preset routes.
  • Packages.
  • Surcharges.
  • Order add-ons.
  • Cancellation settings.
  • Tax settings.
  • Fuel price sync.
  • Routing cost recalculation.

Only authorized users should access cost sync and recalculation tools.

5. Dispatch​

Dispatch manages service-day execution.

Key functions​

  • Filter by service date, department, customer, and WhatsApp status.
  • Assign driver to stop.
  • Set service time.
  • Auto plan assignments.
  • Reset planned assignments.
  • Add stop remark.
  • Send WhatsApp messages.
  • Track unassigned and assigned stops.
  • Validate route sequence issues.

6. Live Tracking​

Live Tracking shows driver GPS visibility when the driver app reports location.

Key functions​

  • View driver live location feed.
  • Filter by service date or operational scope.
  • Export live tracking data where enabled.

GPS visibility depends on device permission, app connectivity, and driver account status.

7. Driver Roster​

Driver Roster manages driver working days, availability, weekly requirements, and holidays.

Key functions​

  • Configure roster defaults.
  • Set weekly shift requirements.
  • Auto assign roster.
  • Confirm draft roster.
  • Manually assign or unassign roster.
  • Manage holidays.
  • Sync holidays from owner master.
  • Configure holiday-specific staffing needs.

Roster affects availability but dispatch assignment remains the operational execution layer.

8. Drivers​

Drivers stores driver employee records and driver operational settings.

Key functions​

  • Add driver.
  • Edit driver profile.
  • Assign department.
  • Reset driver password.
  • Manage time bank usage.
  • Approve or reject time bank ledger.
  • Export time bank CSV.

9. Vehicles​

Vehicles stores fleet assets used for operations.

Key functions​

  • Add vehicle.
  • Edit plate number, type, status, and capacity.
  • Lookup or refresh vehicle basic information where available.
  • Assign default driver where supported.
  • Deactivate or delete vehicle based on permission and usage.

10. Staff​

Staff stores tenant staff accounts and roles.

Key functions​

  • Add staff.
  • Edit staff profile.
  • Assign department.
  • Manage staff roles.
  • Bulk update staff roles.
  • Maintain employee profile information used by payroll and organization structure.

11. Departments​

Departments group customers, staff, drivers, dispatch work, roster rules, and reporting.

Key functions​

  • Add department.
  • Edit department.
  • Control whether department applies to drivers, staff, roster, or assignment.
  • Use department as filter in customers, orders, dispatch, and people modules.

12. Organization Structure​

Organization Structure controls reporting lines and management relationships.

Key functions​

  • Set structure settings.
  • Assign reporting manager.
  • Bulk assign reporting lines.
  • Support approvals for leave, claims, and people workflows.

13. Access Control​

Access Control manages department-level and user-level permissions.

Key functions​

  • Update department permission defaults.
  • Override user permission.
  • Reset user permissions.
  • Copy department permissions to user.
  • Clear change log.

Recommended: give users only the modules required for their role.

14. Suppliers​

Suppliers stores vendor records for payables.

Key functions​

  • Add supplier.
  • Edit supplier.
  • Deactivate supplier.
  • Use supplier in supplier bills and payable payment flow.

15. Payables​

Payables manages supplier bills and supplier payments.

Key functions​

  • Create supplier bill.
  • Parse bill with OCR where available.
  • Post supplier bill.
  • Make payment.
  • Record difference adjustment.
  • View bill detail.
  • View payment detail.
  • Download attachments.
  • Track reconciliation status.

16. Invoices​

Invoices manages invoice and credit note generation.

Key functions​

  • Generate billing by selected orders.
  • Group multiple orders by customer.
  • Select issue date.
  • View generated invoices and credit notes.
  • Download PDF.
  • Resend billing email.
  • Bulk email.
  • Download document archive by month or date range.

17. Receivables​

Receivables manages customer outstanding amount and receipts.

Key functions​

  • Filter customer and receivable list.
  • Receive payment.
  • Record difference adjustment.
  • View received list.
  • View receipt.
  • Download receipt PDF.
  • View receivable account ledger.
  • Manage receivable bank account settings.

18. Bank Reconciliation​

Bank Reconciliation matches imported bank statement lines against receivables and payables.

Key functions​

  • Import bank statement CSV/XLS/XLSX.
  • Download import template.
  • Review import history.
  • Match receivable payments.
  • Match payable payments.
  • Unmatch with confirmation.
  • Search reconciliation lists by document, party, date range, amount range, bank account, and status.

19. Finance Dashboard and Core Finance​

Finance Dashboard summarizes accounting activity. Core finance modules maintain ledger structure.

Finance modules​

ModulePurpose
Chart of AccountsCreate, edit, and deactivate accounts.
JournalCreate, submit, approve, reject, and view journal entries.
Opening BalancesEnter beginning balances through journal flow.
Period CloseClose or reopen finance periods.
EquityRecord owner equity movements.
Fixed AssetsCreate assets, dispose assets, run depreciation, and view asset detail.

20. Financial Reports​

Reports provide accounting visibility.

Reports​

  • Trial Balance.
  • Profit and Loss.
  • Balance Sheet.
  • Account Drilldown.

Use account drilldown for ledger review, not bulk document archive.

21. Payroll​

Payroll manages employee payroll cycles and statutory outputs.

Key functions​

  • Create payroll cycle.
  • Maintain payroll profiles.
  • Add obligations.
  • Add variable inputs and bulk bonus.
  • Run payroll.
  • Approve payroll.
  • Lock payroll.
  • Download payroll snapshot.
  • View and download payslips.
  • Manage EA/CP8A forms.

22. Leave Management​

Leave manages leave requests, rest days, balances, and approvals.

Key functions​

  • Submit leave.
  • Submit rest day.
  • Return rest day to work.
  • Approve or reject leave in bulk.
  • Configure leave types.
  • Adjust leave balances.
  • Export leave history.

23. Expense Claims​

Expense Claims manages employee reimbursement workflow.

Key functions​

  • Create claim.
  • Submit claim.
  • Manager approve/reject.
  • Admin approve/reject.
  • Request resubmission.
  • Mark paid.
  • View claim attachments and payment attachments.

24. Notifications​

Notifications show system alerts across all, unread, and read tabs. Lists are paginated to keep the page usable.

25. Profile Settings​

Profile settings control tenant templates and company-level preferences.

Important settings​

  • Invoice Template.
  • Billing Email Template.
  • Quotation Template.
  • Communication Templates.
  • Payable Settings.
  • Asset Settings.
  • EA/CP8A Settings.
  • Payslip logo.

26. Current Build Coverage Checklist​

This documentation set now covers the tenant-facing modules currently present in the application routes and tenant views:

CategoryCovered Modules
Master DataCustomers, suppliers, staff, drivers, vehicles, departments.
OperationsOrders, order settings, dispatch, live tracking, driver roster, notifications.
FinanceInvoices, receivables, payables, bank reconciliation, finance dashboard, chart of accounts, journal, opening balances, period close, equity, fixed assets, reports.
PeoplePayroll, EA/CP8A, leave management, expense claims, organization structure.
AdministrationAccess control, profile templates, communication templates, customer credentials, password management.
AppsDriver App and Ops App function overview.
Customer PortalCustomer login, order placement, quotation response, billing document access.

If a new module is added later, add it to this checklist and create or update the related guide page before publishing docs.