Role-based access
Each person sees only what their job needs — data entry staff, supervisors, managers, owners and read-only viewers all get their own view.
Access is decided by role, company and department. Every record carries its owner, its timestamps and its full history of changes.
| Capability | What it means for you |
|---|---|
| Approval workflows | Records are submitted, reviewed and approved. Rejected items come back with a written reason. |
| Full audit trail | Who created it, who changed it, who approved it, and when — permanently recorded. |
| Notifications & email alerts | Pending approvals, expiring documents, overdue payments and daily digests are pushed to the right people. |
| Resilient data entry | Drafts are protected so a dropped connection does not lose a record. |
| PDF & Excel export | Branded, print-ready PDF reports and full Excel exports from almost every screen. |
| Excel bulk upload | Load hundreds of historical records at once from an Excel template, with validation before anything is saved. |
| Public share links | Send a single record — a fuel receipt, an expense, a contract, a payment receipt — as a secure link to someone outside the system. |
| Search & filtering everywhere | Find any record by name, code, date, status, company or amount in seconds. |
| Works on any device | Phone, tablet, laptop. Field staff record on site, including photo attachments taken on the spot. |