How profiles work
A profile is a separate set of books — one accounting period’s tables and data. The client shows each profile as a namespace containing its tables, and the reserved global profile carries shared master data. For the data model behind this, see Accounting-period and global profiles.
Where profiles appear
Section titled “Where profiles appear”Profiles show up in several places:
- the sidebar tree, as headers with their tables;
- the find-file palette, whose paths
are written
profile/table; - the picker, when searching across a profile;
- the data-entry panel, where you choose your active profile.
Selecting a profile
Section titled “Selecting a profile”The data-entry panel (what non-admin roles see after signing in) has a
Profiles list. Move with the arrows, then press Enter on a profile to
toggle its selection — the selected profile is marked [*]. The details pane
shows the profile’s structure, and the panel’s Print and Return actions work
from that selection.
Your selection is remembered across runs: it is stored with the session for non-admin users, so the client reopens to the same profile next time.
Continuing into a profile
Section titled “Continuing into a profile”Continue on the Intro screen opens the first table of the selected profile:
- it fetches the profile’s table catalog;
- it opens the first table in that catalog as a form buffer.
If no profile is selected, the profile no longer exists, or the profile has no tables, the client shows a dialog explaining what to fix.
Troubleshooting
Section titled “Troubleshooting”| Symptom | Fix |
|---|---|
| “No Profile Selected” | Choose a profile in the data-entry panel first |
| “Profile Missing” | The profile was removed; select another |
| “No Table Available” | The selected profile has no tables yet |
Continue
Section titled “Continue”- Form editing — the page a selected profile opens into.
- Authentication and accounts — where the profile selection is stored.