Glossary

The words this platform uses, and what it means by them.

Term	What it means here
Module	A body of work with its own records — one tab across the top.
Group	A handful of related sections, on the modules large enough to need the level.
Section	A shelf of screens that belong together.
Screen	One list, report or workspace, with an address of its own.
Resource	What a screen is a view of — the kind of record it holds.
Company	A legal entity. Data is fully segregated between companies.
Unit	A node in the tree inside a company: business unit, division, department, cost centre, site.
Cube	An analytical model over records a module writes: the dimensions you may cut by and the figures you may cut.
Dimension	Something to cut a figure by — a date, a customer, a cost centre.
Key figure	Something measured — a sum, a count, an average, a ratio. Defined once and shared by every report that uses it.
Commitment	Money promised but not yet invoiced. Deducted from the budget at the moment of the promise.
Effective dating	A record that carries a window, so asking as at a date returns what was in force then.
Saved view	A list or report kept exactly as arranged, including the words typed into search.
Posting	Writing a financial event to the ledger. Balanced, dated into an open period, and not deleted afterwards.
Reversal	The way a posting is undone: an opposite posting, leaving both on the record.
Immutable	A record that does not change because not changing is the point of keeping it.
Classification list	A configurable list of values behind a dropdown, maintained per company.
Number range	The rule that decides how a document gets its number.
Drive	A connected place your files already are.
Agent	A standing instruction: watch for a condition and act when it holds.