Glossary

💡This page defines the terms used in BOS Enterprise and in this documentation. The Frequently Asked Questions explain the main terms in more detail.

A · B · C · D · E · F · G · H · I · L · M · N · O · P · R · S · T · U · V · W

A

Term	Definition
Accounting Status	A header status with the Accounting checkbox checked. A transaction posts to the Ledger when its Transaction Type and its header status both have Accounting checked. See Ledger Posting.
Accounts Payable	Money a business owes its suppliers for goods or services bought on credit. Also called creditors or payables. See Supplier Age Analysis.
Accounts Receivable	Money customers owe a business for goods or services delivered on credit. Also called debtors or receivables. See Customer Age Analysis.
Actions	Custom one-click steps that can show messages, run SQL updates or create new records. Also called Custom Actions. See Custom Actions Reference.
Age Analysis	A list of outstanding amounts in columns by age: Current, 30 Days, 60 Days, 90 Days and 120+ Days. See Customer Age Analysis.
Approvals	Checklist items that must be approved, manually or with SQL, before a transaction moves on. When approved, the transaction is set to an Approved status. See Transaction Approvals and Checklists.
Attachments	Files uploaded or linked to customers, suppliers, items and transactions. See Attachments.
Audits	A record of changes that can be opened from Menu (button) > View Audits or from Summaries > Audits. See Changelog.

B

Term	Definition
Bank Import	Imports bank statements in .ofx or .csv format so that the lines can be matched and allocated. See Bank Import.
Bank Reconciliation	Checks a bank account in BOS Enterprise against the bank statement. See Bank Reconciliation.
Base Unit	The unit that an item's stock is kept in. Quantities in other units are converted to the base unit. See How Units Are Converted.
Batch Update	Updates many selected records in one step, for example, the status of several transactions. See Batch Updates.
Budget	Planned amounts per account for a financial year. Versions keep the original budget while you work on an update. See Accounting Budgets.

C

Term	Definition
Calculators	Estimating calculators for quantity out by area and for splitting costs into setup and unit costs. See Calculators.
Cashup	Checks the money a user took against the transactions they captured. The user enters the counted amounts and BOS Enterprise calculates the difference. See Cashup.
Changelog	A record of the create, update and delete changes to selected tables and fields, with the user and date. See Changelog.
Chart of Accounts	The list of accounts that transactions post to. Entities share one Chart of Accounts. See Chart of Accounts Setup Tutorials.
Checklist	Steps on a transaction that must be approved, manually or with SQL, so that nothing is missed. See Transaction Approvals and Checklists.
Contact Group	A list of people to email or text. An Emailshot sends one Email Template to a whole group. See Contact Groups and Emailshot.
Contacts	The list of all the people and companies related to your organisation, including staff, customers and suppliers. See Contacts.
Copy Rule	A rule on a Transaction Type that decides which transactions it can be copied to, and the statuses that change. See Copying Transactions.
Cost Centre	A production resource whose hourly rate is calculated from overheads, equipment, labour, maintenance and productivity. See Cost Centres.
Cost of Sales	A report of the profitability of transactions at header and item level, across linked transactions. See Cost of Sales.
Costing	The cost build-up of an item, as an Item Costing (COS) or an Estimate Costing (EST). See Costings List View.
Custom Reports	Reports written in SQL that can use all the data in your database. They can be added to Menu Groups and the Dashboard. See Custom Reports.
Customer Payments	Captures part or full payments from Customer Invoices, the Customer Age Analysis or a menu option. See Customer Payments.

D

Term	Definition
Dashboard	Several Custom Reports on one screen, in rows and columns. Each user sets their own dashboard. See Dashboard.
Data Pipeline	A set of data that an Output Template can use, for example, a transaction's header details or its items. See Output Data Pipelines.
Data Type	A data table, for example, Materials, Pumps or Fasteners, used for lookup lists, linked to items and used in estimating. See Data Types Reference.
Dependencies	Processes or stock that must be ready before an item can be processed. See Item Dependencies.

E

Term	Definition
Edit View	The screen where a record or transaction is created or edited. See Transaction Edit Views.
Email Stationery	A pre-designed layout applied to the emails sent from BOS Enterprise, for a user, the company or an Entity. See Email Stationery.
Email Template	A pre-designed HTML email, with Data Tags, used for customer and supplier communication. See Email Templates.
Entity	A branch or subsidiary in the same database. Entities share the Chart of Accounts. See Entities.
Estimate Type	The framework for creating estimates, for example, a custom estimate, Flexo Engineering or Engineering. See Estimate Types.

F

Term	Definition
Field Chooser (*)	The asterisk in the first column of most grids. Click it to add or remove columns. See Layout.
Financial Statements	The Trial Balance, Statement of Profit or Loss and Statement of Financial Position. See Financial Statements.

G

Term	Definition
General Settings	Settings that apply to the whole database or to a module that is not a transaction. They are on the General tab of the Settings screen. See Settings.
Goods Issued, Received and Returned	Transactions that issue, receive and return inventory. See Goods Received, Issued and Returned.

H

Term	Definition
Header Status	The status of the whole transaction. Each line also has an Item Status. See Statuses.

I

Term	Definition
Image Viewer	Lists the images linked to transactions, items, workflows and classes, and adds new ones. See Image Viewer.
Inventory Item	An item that is kept in stock. Only inventory items have stock quantities. See Item Creation and Editing.
Inventory Location	A warehouse or place where stock is kept. Each item has a stock record per location. See Item Locations.
Inventory Status	A status with the Inventory checkbox checked. Only transactions in an Inventory Status update stock. See Statuses.
Item	The record of anything you buy, make, sell or supply: parts, finished goods, services or outsourced supplies. See Item Creation and Editing.
Item Category	A group of items for reporting and management. Its settings decide the tabs to complete on its items. See Item Categories.
Item Class	A group of settings, User-Defined Fields and checklists that categories use. A class can link a Data Type. See Item Classes.
Item Status	The status of one line on a transaction. Item statuses only have the Inventory checkbox. See Statuses.

L

Term	Definition
Ledger	Shows all the accounting transactions on one screen, and creates ledger transactions such as general expenses, receipts and payments. See Ledger.
List View	The screen that lists the records or transactions of a module. See Transaction List Views.
Lookup List	A list of values to select from a dropdown list instead of typing, for example, makes and models. See Item Customisation.

M

Term	Definition
Menu Template	A set of menu items allocated to users, so that each user sees the menu they need. See Menus.
Meter Data	Meter readings, for example, of digital printing machines, used on Service Manager tickets and to invoice by usage. See Meter Data Reference.
MRP	Material Requirements Planning: checks stock availability and adjusts quantities when stock is short. See Materials Requirement Planning (MRP).
Multi-Currency	Recording transactions in more than one currency, with exchange rates of up to six decimals. See Multi-Currency.
My Organisation	The staff records of your organisation, with payroll information, notes and attachments. See Staff.

N

Term	Definition
Non-Conformance Report (NCR)	A record of a quality issue, from the problem and containment to the root cause and evaluation. See Non-Conformance Reports Reference.
Notes	Free text that can be added to most modules and transactions. See Notes.
Notifications	Standard summaries, for example, the Sales Daily Summary, that BOS Server sends by email to the recipients set in My Organisation. See Notifications Reference.

O

Term	Definition
On Order	The quantity on Order lines that is not yet received. See Stock Quantities.
Online Library	Items maintained by QuickEasy Software that can be downloaded into your database. See Online Library.
Organigram	The company structure of departments, heads and staff, in a tree or chart view. See Organigram.
Output Template	The layout of a printed or emailed document or report, designed in the Form Designer. See Output.

P

Term	Definition
Payment Schedule	A loan or finance calculation linked to a transaction. See Transactions - Payment Schedules.
Point of Sale	Any Transaction Type used as a sales screen, with barcode scanning, Customer Payments and Cashups. See Point of Sale.
Price List	A set of selling prices that can be linked to customers. See Pricing.
Pricing	The module for adding and updating Supplier Prices, Selling Prices and Inventory Prices. See Pricing.
Production Planning	Plans and schedules jobs and their tasks through the production stages. See Production Planning Process Guide.

R

Term	Definition
Recurring Transactions	Transactions that repeat at set intervals, for example, monthly subscriptions. See Recurring Transactions.
Reminders	Your reminders in one place: those set for you on workflows and your own. See Reminders.
Reserved	The quantity on Reserve lines that is not yet issued. See Stock Quantities.
Resolve	The action a transaction line takes on stock. Each line has a Resolve, chosen from the options its Transaction Type allows: Receive: Adds the quantity to In Stock. Issue: Takes the quantity off In Stock. Order: Adds the quantity to On Order. Reserve: Adds the quantity to Reserved. Purchase and Produce: Mark items to buy or to make, without changing the stock. Only transactions in an Inventory Status change the stock. See Resolve Options Explained.

S

Term	Definition
Serial Numbers	Numbers recorded for products when they are received, issued or returned, so each unit can be traced. See Serial Numbers.
Service Manager	Records Service Tickets, responses, linked transactions and reminders, and manages projects and assets. See Service Manager Reference.
Shifts	The working hours of departments and staff, per day. See Shifts.
Status Group	The group a status belongs to: Pending, Active, Complete or Cancelled. See Statuses.
Stock Check	Records the stock count at a date and adjusts the stock to it. See Stock Check.
Supplier Payments	The module for paying suppliers in batches, including export to online banking. See Supplier Payments Module (SPM).
Supplier Portal	A browser-based app where suppliers update requests for quotation (RFQ). See Supplier Portal Reference.

T

Term	Definition
Timekeeping	Records the time spent on transactions, projects and production tasks. See Timekeeping Module.
Tracker	A lightweight Windows app for timekeeping, deliveries, field service and issuing or receiving stock, which can also work offline. See Tracker Reference.
Transaction Flow	All the transactions that were copied from each other, for example, Quotation, Sales Order, Delivery Note and Customer Invoice. See Notes.
Transaction Type	A kind of transaction that you create and set up, for example, a Quotation or a Customer Invoice. BOS Enterprise has no fixed transactions. See Transaction Setup.
Transfer Issue and Receive	Transactions that move stock from one location to another. See Transfer Issue and Receive.
Trial Balance	A list of all the accounts and their balances, used to check that debits equal credits. See Trial Balance.

U

Term	Definition
User Access	What each user may open and do. It is set in their user settings and in Transaction Access. See User Access.
User Settings	Each user's access, defaults and templates, on the Users tab of the Settings screen. See User Settings Explained.
User-Defined Fields	Fields you add to capture more information, on a User Fields tab. See User-Defined Fields.

V

Term	Definition
VAT	Value-Added Tax, levied on the value added at each stage. Input VAT is paid on purchases and output VAT is charged on sales. See VAT and WHT.
VAT Reconciliation	Links transactions to a VAT period to reconcile the VAT, including transactions that are out of period. See VAT Reconciliation.

W

Term	Definition
Weighbridge	The link to the Trekscale weighbridge database, which imports weighbridge data at scheduled intervals. See Weighbridge Reference.
Work Processes	The processes in your company, who manages each and who does the work. See Work Processes Reference.
Workflow	A module that lists the records of one process, for example, each case or request, and moves them along with actions. See Workflows Reference.
Workticket	A production document generated from a transaction's estimate items, for example, one per service. See Worktickets.