📒

FieldLedger

Account & field operations, audited end to end

Page 1 of 9 — Sign-In & Access

Sign-In & Access

FieldLedger · Invite-Only Access · RBAC · EN · 中文 · BM

01 — Sign In · Language & Org Context
app.example.com/sign-in
📒
FieldLedger
Field Operations Platform
Multi-Team · Multi-Role · Fully Audited

One platform across every team and branch.

Accounts, agreements, approvals, settlement, fund pools and field attendance — role-aware, scoped by team, every change recorded.

🔐
Invite-only access — no self sign-up
Staff invited, reset and deactivated by an Owner or Admin
👥
Role-based access · Owner / Admin / Field Staff
Owner sees the org · Admin sees teams · Staff sees accounts
🧾
Audit trail · no hard deletes
Records soft-deleted and recoverable · permission changes logged
EN中文BM
Sime Capital Holdings

Sign in to FieldLedger

Use the credentials issued by your administrator.

tan.weiming@simecapital.my
••••••••••••👁
Forgot password?
Sign in →
✉️
No account yet?
FieldLedger is invite-only. Ask your team owner to send an invitation.
🔒 Every sign-in is recorded in the audit trail.
02 — Role & Team Context · After Sign-In
app.example.com/select-context
📒
FieldLedger
Signed in as Tan Wei Ming · Owner
EN中文BM
Choose your context

Sime Capital Holdings · 3 teams

Enter a single team or open the org-wide Owner view. Your role limits what you can see.

MR
Muar Branch
Code MR · Johor
ACTIVE
312
Accounts
9
Staff
JB
JB Central
Code JBC · Johor
ACTIVE
428
Accounts
13
Staff
KL
KL North
Code KLN · Selangor
LEGACY
186
Accounts
Read-only
Merged → JBC
🛰️
Owner Dashboard · Org-wide view
Full visibility across all teams, fund pools and approvals
Open dashboard →
🛡️Access reminder: Admins are limited to assigned teams; Field Staff to assigned accounts. Switching context is recorded in the audit trail.

FieldLedger V1 Prototype

Owner Dashboard

Org-Wide Command Centre · Fund Position · Targets · Approvals · Attendance

01 — Org Rollup · Fund Pools, Targets & Profitability
app.example.com/dashboard
📒
FieldLedger
Owner · All teams
📊 Dashboard
👤 Accounts
📝 Agreements
✅ Approvals
💵 Payments
🏦 Fund Pools
📍 Field & Attendance
📈 Reporting
🧾 Audit Trail
EN中文BM
Owner · Tan Wei Ming

Org-wide position · June 2026

All teamsDistribute profit
Net fund position
RM 3.42M
▲ RM 184K MTD
Collection MTD
RM 612K
88% of target
Active accounts
926
across 3 teams
Pending approvals
17
5 need owner sign-off
Profitability by team & plan typeNet · MTD
RM 96K
RM 74K
RM 51K
Fixed-TermDailyRevolving
Target attainment
Muar Branch92%
JB Central81%
KL North (legacy)64%
Fund pools · bank vs cash
Head OfficeBank RM 1.20M · Cash RM 88K
Muar BranchBank RM 612K · Cash RM 41K
JB CentralBank RM 698K · Cash RM 36K
↔️
Cross-pool transfer pending approval
RM 120K · Head Office → Muar Branch
Review
Live attendance21 clocked in
Nurul A. · Muar
Clocked in 08:54 · in radius
On site
Raj K. · JB Central
Exemption requested · field visit
Review

FieldLedger V1 Prototype

Account Master

Centralised Customer DB · Duplicate Detection · Field Masking · Soft-Delete + Recovery

01 — Customer Directory · Search, Duplicate Alert & Masking
app.example.com/accounts
Filter accounts
🔍 Partial search by name, ID or phone…
Team
MuarJB Central
Status
ActiveClosedDeleted
🛡️ Sensitive fields masked
IDs and phone numbers are partially masked. Reveal is per-account and audit logged.
Account Master · Muar Branch

312 accounts

EN中文BM+ New account
⚠️
Possible duplicate detected by ID / phone
A matching ID exists in another team. Cross-team detail is hidden — only a limited alert is shown.
Review match
CustomerID (masked)PhoneOwnerStatus
LH
Lim Hui Ying
ACC-MR-0418
88••••••-12••+60 1•-••• 4471Nurul A.Active
RK
Raj Kumaran
ACC-MR-0392
90••••••-08••+60 1•-••• 9920Chia BoonActive
AS
Aisyah Saad
ACC-MR-0307
87••••••-44••+60 1•-••• 3380Nurul A.↩ Recover
TC
Tan Chee Keong
ACC-MR-0451
91••••••-71••+60 1•-••• 6612Nurul A.Active
🧾 Deleted records are retained and recoverable. Every recover, reveal and reassignment is written to the audit trail.

FieldLedger V1 Prototype

New Agreement

Account & Agreement Management · Plan Types · Gross vs Net · Secured Items

01 — New Agreement Form · Plan, Amounts & Reference Code
app.example.com/agreements/new
Account & Agreement Management

New agreement · Lim Hui Ying

EN中文BMMuar Branch · Nurul A.
Plan type
📆
Fixed-Term
Set tenure
☀️
Daily
Daily collection
🔄
Revolving
Rolling limit
Amounts — gross vs net received
RM 10,000.00
RM 8,800.00
ℹ️Gross and net are tracked separately. Service charge of RM 1,200 is recorded as a payment component, not deducted from principal.
Secured items
+ Add item
⌚
Luxury Watch · Steel
Category: Timepiece · 2 photos · 1 document
In custody
Declared value
RM 14,500
Release threshold
RM 10,000
⚠️Release-threshold warning: Gross amount RM 10,000 meets the item release threshold. Fund release for this agreement requires owner approval.
Reference code
MR-FT-2606-0451
Auto-generated · team prefix + plan + period + sequence
✏️
Manual override
Allowed with reason · audit logged
Schedule & tenure
Tenure6 months
InstalmentRM 1,866 / mo
First payment due22 Jul 2026
Document templateMuar · Fixed-Term v3

FieldLedger V1 Prototype

Approvals & Documents

Agreement Queue · Tiered Fund-Release Workflow · Receipt & Agreement PDFs

01 — Approval Queues · Agreements & Tiered Fund Release
app.example.com/approvals
Approvals & Documents

17 items awaiting decision

EN中文BM
New agreements (9)Fund release (8)
MR-FT-2606-0451 · Lim Hui Ying
New agreement · Fixed-Term · Submitted by Nurul A.
PENDING
Gross
RM 10,000
Net
RM 8,800
Secured item
Watch · RM 14.5K
✓ Approve✕ RejectRequest info
JBC-DL-2606-0218 · Raj Kumaran
New agreement · Daily · Submitted by Chia Boon
PENDING
Gross
RM 3,500
Net
RM 3,150
Secured item
Gold chain · RM 5K
✓ Approve✕ RejectRequest info
Fund-release tiers
Below RM 5,000
Auto-released on approval
RM 5,000 – 20,000
Admin approval required
Above RM 20,000
Owner approval required
Generated documents
📄
Agreement.pdf
Muar · Fixed-Term v3 template
Preview
🧾
Receipt.pdf
Shared library · Receipt v2
Preview
📂 Per-team templates plus a shared library. Every approval decision is recorded in the audit trail.

FieldLedger V1 Prototype

Payments & Settlement

Component Breakdown · Payment History · Account Close · First-Payment Follow-Up

01 — Record Payment · Components, History & Close
app.example.com/payments
Payments & Settlement

MR-FT-2606-0418 · Lim Hui Ying

EN中文BMAccount active · 3 of 6 paid
Record payment by component
Base / principalRM 1,666.00
Service chargeRM 200.00
Late chargeRM 50.00
Adjustment NEEDS APPROVAL− RM 30.00
Deposit / processingRM 0.00
Total this paymentRM 1,886.00
Record payment →
Payment history
22 Jun · RM 1,886
Base 1,666 · Service 200 · Late 50 · Adj −30
22 May · RM 1,866
On time · recorded by Nurul A.
22 Apr · RM 1,866
On time · recorded by Nurul A.
Account close classification
StandardVarianceShortfall
📞First-payment follow-up
Assigned to Nurul A. · Outcome: Promised to pay · Reason: travelling. Reassign staff

FieldLedger V1 Prototype

Field Activity & Attendance

Mobile-Browser View · GPS Clock-In · Selfie · Anti-Spoof Code · Activity Proof

01 — Responsive Mobile-Browser View · GPS Clock-In & Activity
app.example.com/field (mobile browser)
📒
FieldLedger
Field Staff · Nurul A.
EN中文BM
● Inside office radius (38 m)
🤳
Clock-in selfie captured
08:54:11 · device fingerprint verified
✓ Verified
Anti-spoofing code
7 2 9 4
Server-generated · expires in 02:41
Clock out
Today's outbound activity+ Add
📸
Visit · Tan Chee Keong
Screenshot proof uploaded · 10:22
Awaiting check
02 — Live Attendance Board & Exemption Queue (Admin · Desktop)
app.example.com/field/attendance-board
Field & Attendance · Admin verification

Live attendance board · Muar Branch

9 of 9 expected · 8 on site
StaffClock-inRadiusSelfie
NA
Nurul A.
08:54In radius✓
CB
Chia Boon
09:02In radius✓
RK
Raj K.
09:18Out · 1.2 kmPending
Exemption queue2 new
Raj K. · Field visit exemption
Clocked in outside radius · client collection at JB
GrantDeny
⚙️ Office radius, schedule, grace period and holiday calendar are configurable per team.

FieldLedger V1 Prototype

Reporting & Monthly Closing

Scoped Report Catalogue · Fund Position · Profitability · Lockable Period

01 — Report Catalogue & Monthly Close Panel
app.example.com/reporting
Reporting & Monthly Closing

Report catalogue · scoped to your role

EN中文BMOwner · all teams
📊
Owner full report
Org-wide · all teams
🗂️
Scoped admin report
Assigned teams only
💹
Sales summary
By plan & staff
💵
Payment & collection
Component breakdown
🏦
Fund position
Bank vs cash pools
📈
Profitability
By team & plan type
🎯
Target attainment
Effective-dated
👤
Staff performance
Incentives & deductions
🧾
Staff statement
Individual ledger
Monthly closeOPEN
June 2026
All teams · 8 days remaining in period
✓ Payments reconciled
✓ Fund pools balanced
○ 2 adjustments pending approval
🔒 Lock June 2026
Recent closed periods
May 2026🔒 Locked
Apr 2026🔒 Locked
After lock, changes are only possible through an audited adjustment.

FieldLedger V1 Prototype

Deliverables

V1 Scope & Architecture

FieldLedger V1

A browser-based, role-aware account and field operations platform for a multi-team organisation. Responsive on desktop and mobile browsers, trilingual (English / 中文 / Bahasa Malaysia), with a full audit trail, no hard deletes, and field-level masking on sensitive data. Built for delivery quality, maintainability and security.

⚙️

Tech Stack

Next.js + TypeScript
NestJS / Node.js API
PostgreSQL (soft-delete, audited)
Object storage (photos & docs)
PDF generation service
Managed cloud hosting
Daily backups · 30-day retention
🧠

Core Technologies

  • Next.js + TS — Responsive web client — desktop & mobile browsers
  • NestJS / Node.js — REST API · RBAC · audit log · approval workflows
  • PostgreSQL — Centralised data · soft-delete + recovery · audited
  • Object storage — Secured-item photos, screenshot proof, generated PDFs
  • i18n (EN / 中文 / BM) — Trilingual UI · per-user language selection
📦

V1 Deliverables

✓
Owner / Admin / Field Staff interfaces with RBAC
V1
✓
Invite-only auth · staff invite, reset, deactivation
V1
✓
Account Master · duplicate detection, masking, soft-delete + recovery
V1
✓
Agreements · Fixed-Term / Daily / Revolving · gross vs net · secured items
V1
✓
Approvals · agreement queue + tiered fund-release + receipt & agreement PDFs
V1
✓
Payments & settlement · components, history, close classification, follow-up
V1
✓
Fund pools · head-office & per-team · bank vs cash · audited transfers
V1
✓
Field activity & attendance · GPS clock-in, selfie, anti-spoof code, proof
V1
✓
Reporting & monthly closing · scoped reports + lockable period
V1
✓
Full audit trail · no hard deletes · field masking
V1
✓
Data migration · spreadsheet import, column mapping, dry-run + validation
V1
✓
Deployment · managed hosting, daily backups, feature flags, admin docs
V1
→
Role-aware notification centre
V2
→
Meeting notes & idea backlog
V2
→
Field-marketing placement log with photo
V2
→
Performance-group incentive automation
V2
🏛

Architecture Layers

WEB CLIENT
Next.js + TS · responsive desktop & mobile browser · i18n EN/中文/BM
API / AUTH
NestJS · RBAC (Owner/Admin/Field) · tiered approvals · audit log · feature flags
SERVICES
Accounts · Agreements · Approvals · Payments · Fund Pools · Attendance · Reporting · PDF
DATA & STORAGE
PostgreSQL (soft-delete, audited) · object storage · daily backups (30-day) · no AI in scope

FieldLedger V1 Prototype