Platform

Last updated: August 16, 2026

Shared building blocks every module reuses: the elements that appear on almost every document, taught once here and linked everywhere.

SHARED ENTITIESLILine itemsINInternal NotesREMRemarksFAFile AttachmentTPTransaction PreviewLIFLifecycleAAActivity & AuditDCDocument ChainAPPApprovalCDCopy & DuplicatePPPrint & PDFMRMulti-currency RatePTProject Tag
Every entity in this module, grouped by its function simplified mockup

Chapters

  • Shared entities: the shared elements on every document: the line editor, internal notes and remarks, file attachments, the posting preview, the draft-to-cancel lifecycle, activity and audit, the document chain, approval, copy, print/PDF, the multi-currency rate and the project tag.
  • Navigation and Dashboard: the personalizable home screen and its widgets, the top navigation bar and its density modes, and Jump Search.
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