Data model glossary
| Term | What it is |
|---|---|
| Company | One set of books. A person can belong to many companies with a different role in each. A personal company is free and has one member. |
| Member and role | A person's place in a company: owner, CFO, accountant, clerk, sales, purchase, warehouse, HR or viewer. The role decides what they can see and do. |
| Account | A line of the chart of accounts (asset, liability, equity, income, expense). Only postable accounts take entries. |
| Period | A date range that is open or locked. Entries post only into open periods. |
| Journal entry | A balanced set of debit and credit lines. It is born a draft, is submitted, approved by someone other than its maker, and then posted. Posted entries never change; they are corrected by a reversal. |
| Document | A sales or purchase document: quotation, sales order, delivery note, sales invoice, credit note, customer receipt, purchase order, goods received note, purchase bill, debit note, vendor payment. Posting a money document creates its journal entry. |
| Party | A customer or vendor, with its own code. |
| Item | A product or service, with stock tracked by warehouse when it is a stock item. |
| Branch, project, cost centre | Optional dimensions on entries and documents for reporting. |
| Tax pack | The tax rules and tax ids of one country, switched on per company. |
| Import batch | One guided import of old books, from upload to posting or reversal. |
| Verification code | The public QR code of a printed document (see Document verification). |
| API key | A key that lets software act as a person in one company within scopes (see Authentication). |
Money is always sent as a string with four decimals, for example "1170.0000".