SS2 End-User Documentation

System documentation organized by module. Each doc covers the module’s screens, fields, workflows, permissions, and integration points.

Every module doc follows a standard structure:

1. Overview — what the module does
2. Key Concepts — essential terminology
3. How It Connects — upstream/downstream data flows
4. Numbered screen-by-screen reference sections
5. Permissions — role-based access control
6. Worked Examples — step-by-step scenarios
7. Business Rules — constraints, automations, workflows, cross-module effects
8. Troubleshooting / FAQ — common issues and solutions
9. Tips & Notes — practical guidance

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Modules

Financial

General Ledger (GL) Chart of accounts, journal entries, subledgers, cost centers, budgets, and period closing

Accounts Payable (AP) Vendor invoices, payment runs, check printing, prepayments, and bank reconciliation

Accounts Receivable (AR) Customer management, sales orders, invoices, shipments, cash collection, and deposits

Payroll Timesheets, payroll computation, employee records, and self-service portal

Operational

Inventory Purchasing, receiving, storage, allocation, movement, counts, and cost tracking

Job Costing Project contracts, estimates, expense posting, billing, and closeout

Service Work orders, dispatch, scheduling, service contracts, equipment, and flat-rate pricing

Sales Orders & Invoices Order-to-cash cycle for product sales — orders, invoices, shipments

CRM Sales pipeline — leads, proposals, templates, communications

System

Reports Built-in and custom reports with parameters, export, and sharing

Administration & Utilities Users, roles, permissions, integrations, and operational tools

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Reference

Glossary Cross-module term definitions (A–W) with module annotations

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Module Relationships

GL ←──────── AP (invoices, payments)
GL ←──────── AR (invoices, receipts)
GL ←──────── Payroll (wage postings)
GL ←──────── Inventory (receiving, adjustments)
GL ←──────── Job Costing (expense postings)
GL ←──────── Service (WO invoicing)

AR ←──────── Service (WO invoices)
AR ←──────── Sales Orders (SO invoices)
AR ←──────── CRM (proposals → WOs/jobs)

Inventory ──→ AP (PO receiving → invoices)
Inventory ──→ Service (material allocation)
Inventory ──→ Sales Orders (SO fulfillment)
Inventory ──→ Job Costing (material picks)

Payroll ←──── Service (mobile time sync)
Payroll ────→ Job Costing (labor costs)

CRM ────────→ Service (proposals → WOs)
CRM ────────→ Job Costing (proposals → jobs)