Server setup and API overview
Documented for server v0.8.40. Environment, database configuration, boot sequence, and the gRPC services behind the API. Read about server setup →
Server setup and API overview
Documented for server v0.8.40. Environment, database configuration, boot sequence, and the gRPC services behind the API. Read about server setup →
Auth
Accounts, access tokens, the two-plane permission model, grants, role hierarchy, and the audit log. Read about auth →
Accounting-period and global profiles
Separate period-specific books while sharing master data through the reserved global profile. Read about profiles →
Table definitions
Design tables, choose column types, model relationships, and evolve definitions safely. Read about table definitions →
Table data
Read and write rows, preserve linked versions, archive history, and control cross-profile updates. Read about table data →
Quantity ledger
Follow how quantity-ledger columns reconcile contributions into running balances projected onto rows. Read about the quantity ledger →
Steel
Understand computed columns, dependencies, client previews, and authoritative server validation. Read about Steel →
Bulk import
Load prepared rows while preserving validation, scripts, accounting effects, and Search indexing. Read about bulk import →
Invoice creation
Turn a Typst field contract into a related family of ordinary server tables. Read about invoice creation →
Document data
Store rendered documents as versioned snapshots of table rows with a full version history. Read about document data →
Accounting
See how business rows create journal lines, update accounts, and move through period close and approval. Read about accounting →
Money
Learn how monetary values, currencies, rounding, and storage behave. Read about money →
Search
Understand searchable values, matching, ordering, permissions, and index consistency. Read about Search →
Search2
Use live single-table filtering, SQL comparisons, ordering, and exact result counts. Read about Search2 →
Analytics
Build permission-aware reports with live profile data, joins, aggregates, and streamed results. Read about Analytics →
Database architecture
See how shared control tables and per-profile business data are organized in PostgreSQL. Read about database architecture →
Migrations
Understand how the server schema evolves and what the public tables in the server database are. Read about migrations →
PostgreSQL backups
Use pgBackRest physical backups and verified pg_dump logical archives through the current server tooling. Read about PostgreSQL backups →
ECB conversion
Follow exchange-rate selection, triangulation, inversion, and conversion examples. Read about ECB conversion →
Client setup and first launch
Documented for client v0.8.31. Build and run the terminal client, connect it to a server, and sign in. Read about client setup →
Authentication and accounts
Sign in, register, change or reset passwords, and understand the stored session and roles. Read about authentication →
Web UI setup and overview
Documented for web v0.8.38. Run the browser frontend, reach the admin panel and analytics, and understand its architecture. Read about the web UI →
Web table definitions
Create tables, add and rename columns, copy profiles, and manage the structure from the browser. Read about web table definitions →