Documentation
Operating guidance for the current U-BE V10.0 production baseline. Capability labels deliberately distinguish operational features from foundation-level capabilities.
Enterprise Suite
Explore workflow, CRM intelligence, inventory intelligence, HR insights, project costing, budgeting, GST, treasury, document governance, automation and Copilot foundations.
Foundation
Enterprise Suite capability map
- M2.8 Workflow foundation
- M2.9 CRM intelligence foundation
- M3.0 Inventory intelligence foundation
- M3.1 HR insights foundation
- M3.2 Project costing foundation
- M3.3 Budgeting foundation
- M3.4 GST control foundation
- M3.5 Treasury control foundation
- M3.6 Document governance foundation
- M3.7 Automation foundation
- M3.8 Business Copilot foundation
Related U-BE pages
Documentation Topics
Getting Started
Set up the workspace, business context, users, permissions and core master data.
Available GuideBusiness Context & Architecture
Understand Business Units, Business Profiles, capabilities and the active operating context.
Available GuideSales Operations
Use the quotation, sales order, delivery, invoicing, receipt and return workflow.
Available GuidePurchase & Procurement
Control purchase orders, goods receipts, purchase bills, supplier payments and returns.
Available GuideInventory & Pricing
Maintain products, warehouses, stock movement and business-aware B2B/B2C pricing.
Available GuideFinance & Banking
Manage expenses, banking, recurring transactions and finance command-centre views.
Available GuideAccounting & Financial Control
Use journals, ledgers, trial balance, financial statements, period control and year-end lifecycle controls.
Foundation GuideBusiness Intelligence
Use management metrics, analytics, executive scorecards, forecasts, alerts and the command centre.
Available GuideEnterprise Suite
Explore workflow, CRM intelligence, inventory intelligence, HR insights, project costing, budgeting, GST, treasury, document governance, automation and Copilot foundations.
Foundation GuideHR, Attendance & Payroll
Manage employees, attendance and payroll foundation records.
Foundation GuideService Desk
Operate internal/customer service tickets. U-BE Support is documented separately from tenant Service Desk operations.
Available GuideDocuments & Governance
Use the business document centre and document-governance foundation.
Foundation GuideSecurity, Roles & Audit
Use role permissions, tenant isolation, CSRF controls and audit trail for controlled access.
Available GuideSubscriptions & Entitlements
Understand plan limits, feature entitlements and why locked features may request an upgrade.
Available GuideAPI & Integrations
Use API keys, scoped API access, webhooks and integration controls when the API layer is deployed.
Foundation GuideBusiness Copilot
Use the current deterministic Copilot foundation for guided business questions; external AI providers are not assumed.
Foundation GuideTroubleshooting
Diagnose common access, entitlement, transaction, accounting and application issues before opening a support case.
Available GuideWhat's New
- M2.8 workflow foundation
- M2.9 CRM intelligence foundation
- M3.0 inventory intelligence foundation
- M3.1 HR insights foundation
- M3.2 project costing foundation
- M3.3 budgeting foundation
- M3.4 GST control foundation
- M3.5 treasury control foundation
- M3.6 document governance foundation
- M3.7 automation foundation
- M3.8 Business Copilot foundation
- Accounting period controls and financial lifecycle hardening
- General Ledger and Trial Balance
- Financial statements and reconciliation
- Business Intelligence, management analytics and executive command centre
- Forecasting, alerts and action engine