Glossary of Terms
Glossary is usually defined as an alphabetical list of technical terms in some specialized field of knowledge. This knowledge base glossary provides a collection of knowledge base documents that define many technical terms. These terms are arranged alphabetically, but you can quickly jump to a specific term by selecting its first letter from the index of the knowledge base glossary below.
A2X
An integration tool that automates the transfer of sales data from e-commerce platforms like Shopify and Amazon into accounting software, ensuring accurate financial records.
Accrual Accounting
An accounting method where revenue and expenses are recorded when they are earned or incurred, regardless of when cash transactions occur.
Cash Accounting
An accounting method where revenue and expenses are recorded only when cash is received or paid, providing a straightforward view of cash flow.
Client Summit Access
A secure portal within Basecamp providing DataZen clients with personalized documentation, onboarding checklists, workflows, and SOPs tailored to their business operations.
DataZen
A boutique business consultancy that helps e-commerce businesses streamline their operations, clarify their processes, and grow with confidence. Known for its hands-on support, tailored strategies, and calm, clear approach to systems and growth.
Historical Bookkeeping
The process of reviewing and correcting past financial records to ensure accuracy and compliance, often involving reclassification of transactions and reconciliation of accounts.
Inventory Valuation
The method of assigning value to a company's inventory, which can impact cost of goods sold and overall financial statements.
Onboarding
The initial process of integrating a new client into DataZen's systems, including setting up accounting software, connecting sales channels, and establishing workflows.
QBO
QuickBooks Online
QuickBooks Online
A cloud-based accounting software platform used by businesses to manage income, expenses, and financial reporting.
Shopify Strategy
Guidelines and best practices provided by DataZen to optimize a client's Shopify storefront for better performance and integration with accounting systems.
Slack
The use of Slack, a messaging platform, for real-time communication between DataZen team members and clients, facilitating quick responses and collaboration.
SOP
Detailed, written instructions designed to achieve uniformity in the performance of specific functions, ensuring consistency and quality in operations. (Standart Operating Procedures)
Standard Operating Procedures
Detailed, written instructions designed to achieve uniformity in the performance of specific functions, ensuring consistency and quality in operations.
Trail Map
A curated collection of guides, process walkthroughs, and system insights provided by DataZen to help clients navigate their business operations effectively.