Glossary
Plain-language definitions of terms you'll see in PLANA Business Cloud.
Core concepts
Account — a GL (general ledger) account; a row in the chart of accounts.
Activity — a small scheduled task on a record (call, email, meeting), with a due date and assignee.
Analytic account — the management-accounting parallel structure; used for cost centres, projects, departments.
Chatter — the right-hand panel on every record, holding internal notes, outgoing emails, scheduled activities, and the chronological log of changes.
Company — the legal entity in PLANA (multi-company tenants have several).
Fiscal year — your tax year; in Bulgaria, the calendar year.
Journal — a record source that posts to GL accounts. PLANA has Customer Invoices, Vendor Bills, Bank journals, Cash, Miscellaneous Operations, Stock journal.
Journal entry — a single accounting transaction with debits + credits balancing to zero.
Period — a month within the fiscal year. Periods can be open (allow posting) or closed (locked).
Sales / CRM
Lead — a raw inbound prospect; pre-qualification.
Opportunity — a qualified lead with expected revenue and close date.
Pipeline — the kanban view of all open opportunities by stage.
Stage — a column in the pipeline (New / Qualified / Proposal / Negotiation / Won / Lost).
Quotation — a draft sale order, sent to the customer for approval.
Sale order — a confirmed quotation; the source-of-truth record of what you sold.
Subscription — a recurring billing record; generates invoices on a schedule.
Purchase
Purchase order (PO) — your commitment to buy from a vendor.
Request for quotation (RFQ) — a draft PO, sent for pricing discovery.
Receipt — the inventory movement when goods arrive from a vendor.
Three-way match — verifying that PO + receipt + bill agree before paying.
Vendor bill — a record of money owed to a supplier.
Inventory
Stock location — a place where stock is stored.
Transfer (picking) — a stock movement between locations.
Reordering rule (orderpoint) — automated trigger to reorder when stock falls below a threshold.
Lot — an identifier shared by many physically-similar units (batch).
Serial number — a unique identifier per physical unit.
Inventory adjustment — a manual correction to bring book count in line with physical count.
Customers / vendors
Contact — a record in the Contacts app — customers, vendors, individuals at companies.
Customer — a contact you sell to.
Vendor — a contact you buy from.
Fiscal position — a rule that transforms taxes and accounts on transactions based on the partner (domestic / EU B2B / non-EU / etc.).
Payment terms — the agreed timing for payment (e.g. Net 30).
Bulgarian fiscal
EIK / ЕИК — Bulgarian Unified Identification Code (9-digit tax ID).
NPR — the monthly Bulgarian VAT submission (Дневник на продажбите
- Дневник на покупките).
VIES — EU VAT Information Exchange System; quarterly EU B2B report.
Intrastat — EU goods movement statistics; required above a threshold.
NRA — National Revenue Agency (Национална агенция за приходите).
CPDP — Commission for Personal Data Protection (Bulgarian GDPR supervisor).
Identity
PLANA SSO — single sign-on; one PLANA account works across PLANA Business Cloud, BOS, and other PLANA services.
TOTP — 6-digit code from an authenticator app; PLANA's second factor.
User role — a bundle of permissions for a job function (Manager / Accountant / Sales Rep / etc.).
Money
Currency — the unit of value; PLANA defaults to BGN. Foreign-currency transactions are converted to BGN for the books.
FX gain / loss — the difference between an invoice's BGN value at issue date and its BGN value at payment date.
Multi-currency — supporting transactions in non-base currencies.
Subscription — see Sales above.
Reporting
P&L — Profit & Loss statement.
Balance sheet — assets = liabilities + equity, at a point in time.
Cashflow statement — operating / investing / financing cash movements.
General ledger — every journal entry across the year, drillable.
Trial balance — totals per GL account; foundation for the other reports.
Aged receivable / payable — outstanding balances by age bucket.
PLANA-specific
Workspace — your BOS view of the tenant; corresponds 1:1 with a PLANA Business Cloud tenant.
Tier — Starter / Pro / Enterprise; sets included modules and limits.
BOS — Business Operating System, the AI-first interface above PLANA Business Cloud.
PLANA Pulse — the AI layer that BOS surfaces; agents, alerts, dashboards.
Matrix room — your dedicated support channel with PLANA staff.
pa_live_… — a workspace API key.
Where to read more
- Platform → Glossary — the platform side
- BOS → What is PLANA Pulse
- Editions