Guides
The screen pages say what a particular screen holds. These say how the platform behaves — the rules that hold everywhere, which nobody can infer from a column list.
Getting started
Getting started
Signing in, what the screen is made of, and how to reach any of the 845 screens in under ten seconds.
How the navigation is organized
Modules, groups, sections and tiles — why the platform is arranged this way, and what to do when you cannot find something.
Your preferences
The settings behind your name in the top bar, and why they change every figure on every screen.
ASK — the built-in assistant
A panel on every screen that answers questions about your data and can carry out the work, under exactly your permissions.
Agents
Standing instructions that watch for something and act on it — and the guardrails that make that safe.
Working with records
Narrowing a list
The one filter bar every table in the product carries: search, conditions, sort, totals and export.
Documents, headers and line items
How a transactional document is put together, why its totals always agree with its lines, and when the lines stop changing.
What may be changed, and what may not
Five grounds a record may be uneditable on, one partial ground, and why the answer arrives before the Edit button is drawn.
Creating a record
Forms, required fields, where dropdown choices come from, and how a document gets its number.
Importing a spreadsheet
Excel, CSV and PDF into any list screen — how the columns are matched, what is checked, and why it posts through the API.
Amounts and their currency
Why some amounts carry a currency mark and others do not, and what decides it.
Reporting and analysis
Reports and the Report Studio
One reporting engine over 68 cubes — dimensions, key figures, drill-down, and why subtotals are computed rather than added up.
Dashboards and boards
The executive dashboard, module boards, and what the numbers on a tile actually count.
Foresight — projections and recommendations
Seventy-six projected measures back-tested over the existing cubes, and how to read one honestly.
Budgets and commitment accounting
What may be spent, where the money came from, what is already promised, and the four control levels.
Cost centres and profit centres
Where cost is incurred and where result is measured, and building the hierarchy as a chart.
Documents and files
Attachments
Putting a file on a record, and where it actually lives.
Connected drives
Files that live somewhere else — the nine drive types, importing from them, and running that import on a schedule.
Printed forms
The invoice, the cheque and the purchase order as they leave the building — and changing the layout without a support ticket.
Setting the platform up
Companies and business units
Two levels of structure, what the company boundary actually separates, and what the unit switcher does to every list.
Roles and permissions
What decides whether you can see a screen, and the two things a role cannot get you around.
Configuration
Number ranges and the classification lists that fill dropdowns across the platform — per company, no release needed.
Master data
Items, customers, suppliers and workers — attribute groups, effective dating, and the two traps of organizational scope.
Custom fields and extensibility
Adding a field the platform does not ship, without a release and without touching the core tables.
The audit trail
What is recorded, how to search it, what can be switched off — and the two areas that cannot.
Background jobs and schedules
Work that runs without somebody watching it, and how to tell whether it ran.
Reference
Languages
Seventeen languages, what is translated, what deliberately is not, and the difference between a label and a record.
Getting help
Where a question goes, what answers it, and what to include when a person has to look.
Questions people actually ask
The dozen things that come up in the first month.
Glossary
The words this platform uses, and what it means by them.