Access, security and roles
Term | Meaning |
Security profile | A configured set of permissions controlling what a user can view or perform in Dimensions. |
USER / ADMIN | Role assignment levels affecting module access. |
Approver | A user role configured to approve invoices in the purchase ledger workflow. |
Access Evo / Access Workspace | Hosted login and member-management environment used for authenticating into Dimensions. |
Citrix Workspace / RemoteApp | Remote/hosted access methods used to reach Dimensions in certain customer environments. |
Finance and ledgers
Term | Meaning |
Nominal ledger | The general ledger module used for financial year setup, working periods, and period closures. (Also known as GL - General Ledger) |
Working period | The currently open accounting period for posting transactions. |
Aged creditor / debtor report | Reconciliation reports showing outstanding supplier (creditor) or customer (debtor) balances by age. |
VAT journal template (Debit/Credit) | Preconfigured templates used to post VAT with specific VAT-return box mappings. |
Bad debt write-off | Accounting procedure for writing off unrecoverable customer balances. |
Invoice Register | The status/tracking view for invoices moving through the approval and posting workflow. |
On Stop | A supplier or customer record status that blocks further transactions on the account. |
BACS export | A payment file export used to run supplier/customer payments (remittance payment runs), including sort code and bank detail setup. |
Integration and system tools
Term | Meaning |
AOI (Access Office Integration) | The integration component covering licensing and the Excel add-in for Dimensions. |
InXL / INXL | The Excel add-in delivered via AOI, used for data connections into Dimensions. |
Crystal Reports | The reporting engine used for document templates (invoices, remittances, labels) printed from Dimensions. |
ODBC | Database connectivity standard used for SQL Server connections from Dimensions. |
Multi-user flag | A record-level flag used to manage transaction locking when multiple users access the same data. |
SMTP / MAPI | The two email-sending methods configurable in Dimensions; template matching differs between the two. |
Purchasing and stock
Term | Meaning |
Batch purge | An operation to clear completed or stuck batch processing records. |
Order linking | Matching a purchase order to related stock or invoice records. |