The mental model before you touch a form: cycles, double-entry books, the ledger boundary, and the one order that matters.
How to get in, reset a password, accept an invitation, and the three workspace settings that lock in early.
Chart of Accounts, accounting periods, exchange rates and base currency. Nothing posts until these are right.
Customers, vendors, warehouses, products and variants, drivers, vehicles, expense categories and bank accounts — created once, reused everywhere.
Warehouses, products, SKU variants, stock levels, movements, adjustments, transfers and bin locations.
Vendors, purchase orders, the two-gate approval, goods receipt, supplier invoices and payment.
Two paths: the sales-order path that allocates and ships stock, and the direct invoice path for services. Plus receipts and AR.
The container as the unit of work: registration, operations, haulage, lifecycle, documents, customs, the warehouse bridge and demurrage.
Drivers, vehicles, trips, trip expenses, driver advances, settlements and fleet reporting.
Bank accounts, bank cashbook entries, petty cash, reconciliation, supplier payments and customer receipts.
The sign-off layer: approval queue, AI document approvals, the read-only AI assistant and anomaly detection.
Every dashboard and report, the Export Center, scheduled reports, the KPI Explorer and forecasting.
Profile, team and roles, workspace settings, alert rules, expense categories, audit logs and notifications.
Connect a Telegram bot so executives can query the assistant, pull reports, approve transactions and upload documents from a phone.
Period-end routines — prepaid, accruals, fixed assets, intercompany — then the close itself, with a full month worked example.
One lookup surface: the ledger boundary, the posting cheat sheet, every status machine, the role matrix and a glossary.