58 terms. Underlined words in the articles open these definitions.
- Activity record Activity log, Activity logs
The list of what users did: action, module, message, user and time.
Open it on Activity. It does not hold every change (The activity record).
- Administrator role
The role that always has everything the licence holds.
It cannot be changed on Role & Scopes or switched off.
- Allow user to bypass IP address
A user setting that lets one person sign in from any address.
It works only when the company also allows bypass (Network access: sign in only from listed addresses).
See Network access: sign in only from listed addresses, Add or change a user
- Backup backups
A saved copy of the company's data, made from the Backup / Restore screen.
The screen lists the backups, lets you download one and restore one (The Backup / Restore screen).
- Backup restore
Putting the company's data back to the way a backup had it.
It replaces what was entered after the backup. Agree it with Penahak support first (The Backup / Restore screen).
- Body length
How many digits the counter part of a number has, up to 7.
Choosing it fills End no with the largest number that fits (Create and manage numbering series).
- Branch branches
A shop or office of the company; documents are kept in the branch they were made in.
A company with branches gives each user a default branch and may map the user to more (Branches).
- Branch based Branch applicable
A licence setting: the company works with branches.
Without it there is no Branch tab, no Switch branch and the branch box on a user is switched off.
- Built-in system user
The company's first user; it cannot be locked, deactivated or reset on the User screen.
It is also never limited by the network access list.
See Users: the list, locking and deactivating, Network access: sign in only from listed addresses
- Company code
The first part of your sign-in address that names your company.
Every company has its own sign-in address; the company code is the part after the site name. A wrong code opens a page that says the code is not valid.
See Sign in, first sign in and sign out, A user cannot sign in
- Company setting Company settings
The page with the company's own settings in tabs.
One page for the company details, the licence you can read, fiscal years, branches, approvals, network access and more (The Company setting page and its tabs).
- Currency currencies
A currency the company deals in, with a code, a unit and a symbol.
One currency is the default (your own). The others need a rate for each day they are used (Currencies and exchange rates).
- Current no
The number a new series starts counting from.
On a saved series it does not move the counter (Create and manage numbering series).
See Create and manage numbering series, A document number is missing, repeats or stops
- Custom notification
A rule you set: when an event happens and your conditions are true, tell chosen people.
You choose the event, the conditions, the people and the wording (Custom notifications: tell chosen people when a condition is met).
See Custom notifications: tell chosen people when a condition is met
- Dashboard
The page a user opens after sign in.
It is chosen on the user's main role (Roles).
See Roles
- Default branch
The branch a user starts in at every sign in.
It is set on the user form. The user can switch to the other branches mapped to them (Work in another branch).
- Display name
The name shown at the top of every page.
Set on the user form. It is not used to sign in.
- Exchange rate
The rate of a foreign currency for one day: exchange, buy and sales rate.
A document in a foreign currency needs a rate for its date (Currencies and exchange rates).
- Extra role
Another role given to a user besides the main role.
The user gets everything all their roles give, together (Who sees what: licence, role, permission, branch).
See Map several users to a role or to a branch, Who sees what: licence, role, permission, branch
- First sign in
The first time a new user signs in: the page asks for a new password.
The user enters the first password as the old one and chooses a new one (Sign in, first sign in and sign out).
- Fiscal year financial year, fiscal years
The twelve-month period the books are kept for; one is active at a time.
It decides the dates documents may use and which numbering series are offered (Fiscal years: create, activate and prepare the next one).
- Fiscal year code
A short code such as 82/83 used to pre-fill the suffix of new numbering series.
Optional; kept on the Company setting tab form (Fiscal years: create, activate and prepare the next one).
See Fiscal years: create, activate and prepare the next one, Create and manage numbering series
- Fiscal year IRD
The year name sent to the IRD with each invoice.
Left empty it takes the year's own name. Another year cannot use the same name.
- Head Office
The first branch a company is given when it has none.
You can rename it on the Branch tab (Branches).
- Inactive record
A status: the user (or branch, role, series) is switched off.
Nothing is deleted. Switching it on again restores it (Users: the list, locking and deactivating).
- IP address
The internet address of the computer a user signs in from.
The network access list holds addresses; Add current IP address adds your own.
- IRD-ready
A company set up so its invoices follow the IRD rules.
It follows the company's IRD setting (see the Accounting knowledge base).
See What you can change about printed documents, Fiscal years: create, activate and prepare the next one
- Last document
The latest number a series has given.
Shown on Document numbering (Create and manage numbering series).
- Licence license, licences
What the company bought: its parts of Penahak, its users and branches, and its last day.
Penahak sets the licence. It decides which menus and permissions the company can give its roles (How the licence decides what a company has).
- License expiry date
The last day the company opens.
On that day the company still opens; from the next day the sign-in address does not. A note appears at the top of every page in the last 15 days.
See How the licence decides what a company has, Company details, logo and subscription
- Locked user locked users
A status: the user cannot sign in until unlocked.
Too many wrong passwords lock a user; an administrator can also lock one (Users: the list, locking and deactivating).
See Users: the list, locking and deactivating, A user cannot sign in
- Main role
The role chosen on the user form; the user also gets any extra roles.
The main role sets the page the user opens after sign in. A user whose main role is inactive cannot sign in.
- Maximum users
How many users can be active at once under the licence.
Adding or activating a user beyond it is refused. A person who never signs in does not count (Users: the list, locking and deactivating).
See Users: the list, locking and deactivating, Add or change a user
A part of Penahak shown in the side menu or in a page of sub-menus.
Which menus a person sees depends on their roles (How the menu and the secondary menu page work).
See How the menu and the secondary menu page work, A menu item, a tab or a screen is missing
- Merchant details
The details a QR provider gave a shop for one till, kept for the branch and terminal.
The screen only records them (Merchant details for a till).
- Module code
The code of a kind of document, such as SB for a sales invoice.
A series is made for one module (Create and manage numbering series).
- Network access
A company setting that limits sign-in to listed internet addresses.
The list and its two switches are on Company setting > Network access (Network access: sign in only from listed addresses).
- Numbering series series, document numbering
The rule that gives one kind of document its numbers for one branch and year.
A series has a prefix, a counter, a suffix and the dates it is valid (Create and manage numbering series).
- Opening entry date
The day before a fiscal year starts, where opening balances are posted.
Set by the system when you save the year.
- PAN
The company's permanent account number: exactly 9 digits.
Kept on the Company tab and on each branch (Company details, logo and subscription).
- Permission permissions
A named right such as seeing, adding or deleting on one screen.
A role holds a set of permissions. A permission that opens a screen also gives the screen's menu (Choose what a role may open and do).
See Choose what a role may open and do, Who sees what: licence, role, permission, branch
- Prefix Suffix
The letters before the number on a document; the suffix is the part after it.
For example SB- before the number and -82/83 after it. Each holds up to 6 characters.
- Print layout print layouts, print format
The design of a printed document: the order of its boxes and columns.
Penahak chooses the layout for each kind of document (What you can change about printed documents).
- Province provinces
The level of the address list between country and district.
Some screens call it State (Countries, provinces, districts and cities).
The shortcuts a role shows at the top of every page.
You tick them per role on Role & Scopes > Role wise quick menu (Choose what a role may open and do).
- Recipient recipients
A person you can send an SMS to who is not a user.
Kept on the SMS setting page with a name and a mobile number (SMS: recipients, groups and Send SMS).
- Recipient group
A named group on the SMS setting page.
Groups cannot be given members on the screens in this release (SMS: recipients, groups and Send SMS).
- Reset password
Setting a new password for a user who forgot it.
The user can ask for an e-mailed link on the sign-in page, or an administrator can set one on User (Change, reset and recover a password).
- Role roles
A named job: a set of menus and permissions given to users.
You give users a role instead of setting each person up one by one (Roles).
- Role with limited data access
A role that sees stock reports without values and fewer report tabs.
Switch it on for roles that should not see costs and values (Roles).
See Roles
The page of sub-menus and Add buttons that opens when you choose a part in the side menu.
It shows quick Add buttons and cards of links (How the menu and the secondary menu page work).
- Start date and end date Start date, End date
The days a user may sign in, set on the user form.
Outside them the sign-in page refuses the user (Add or change a user).
- Subscription
The read-only tab that shows your licence.
It shows the product, the start and last day, the number of users and branches allowed and whether the licence is active (Company details, logo and subscription).
See Company details, logo and subscription, How the licence decides what a company has
- Supervisor role
A role marked as a supervisor on the till.
It shows Void/Reset on the till and puts the user on the Handover to list (see the Retail POS knowledge base).
See Roles
- Switch branch
The profile-menu entry that changes the branch you work in.
It shows only when the company is branch based and you are mapped to at least two active branches (Work in another branch).
- Template templates, notification template
The wording of one message the system sends, with places for the details.
Each kind of event can have an e-mail, an in-app and an SMS template (Message templates: e-mail, in-app and SMS wording).
- Template variable template variables
A place in a template that the system fills with a name or a number.
Click a variable on the template form to copy it, then paste it into the text.
- User name
The name a person signs in with.
Five to 100 characters with no spaces, new for each user, and fixed once saved (Add or change a user).
See Add or change a user, Sign in, first sign in and sign out