Office Suite

Overview: Spreadsheeter, Documenter, Presenter, Diagrammer

The Office Suite (Operations → Office Suite) includes four tools:

• Spreadsheeter: a spreadsheet editor. Opens/saves .xlsx (Excel), .xls, .csv. Compatible with Microsoft Excel.
• Documenter: a word processor. Opens/saves .docx (Word), .html, .txt. Compatible with Microsoft Word.
• Presenter: a slide deck editor. Opens/saves .pptx (PowerPoint), .presenter JSON. Compatible with Microsoft PowerPoint.
• Diagrammer: a flow chart and process diagram editor. Opens/saves .flow files; exports SVG and PNG images.

All four tools support multiple tabs (open several documents simultaneously), persist work automatically via localStorage when you navigate away, and use their native format as the default open/save format.

The unified Open button opens a native file dialog pre-filtered to the primary format (with all other formats and "All Files" available). Where a split Save button is shown, its primary action saves in the native format; the dropdown chevron offers alternative formats.

Diagrammer

Diagrammer draws flow charts and process diagrams.

Building a chart

1. Drag a shape from the palette on the left onto the canvas (or double-click a palette shape to drop it in the middle of the view). The palette covers the standard flow chart shapes: Terminator, Process, Decision, Data (I/O), Database, Document, Preparation, Manual Input, Delay, Connector, plus a free Note and plain Text.
2. Hover a shape to reveal its four round connection ports. Drag from a port to another shape to draw a connector. It arrows into the nearest side automatically.
3. Double-click a shape to edit its text. Double-click a connector to give it a label (e.g. Yes / No on a Decision).
4. Select a shape or connector to open the properties panel on the right: fill, border and text colours, text size and bold for shapes; elbow/straight/curve routing, solid/dashed, colour and label for connectors.

Working the canvas

• Move: drag shapes; hold Shift and click to multi-select, or drag a box on empty canvas. Arrow keys nudge (Shift+arrow = one grid step).
• Resize: drag the square handles on a selected shape.
• Zoom: Ctrl+mouse wheel, or the toolbar buttons; the Fit button frames the whole chart. Pan with the middle mouse button, the mouse wheel, or hold Space and drag.
• Grid: toggle the dot grid and snap-to-grid from the toolbar.
• Undo/Redo: Ctrl+Z / Ctrl+Y. Copy/paste/duplicate: Ctrl+C / Ctrl+V / Ctrl+D. Delete removes the selection (connectors attached to a deleted shape go with it).
• Reconnect: select a connector and drag either endpoint to a different shape or side.

Files

Multiple charts can be open at once as tabs (double-click a tab to rename it; the name is used for saved files). Work is kept automatically when you navigate away. Save/Open uses .flow files; Export produces a PNG image (for pasting into documents or emails) or an SVG vector (scales to any size); Print sends the chart to the system print dialog.

Diagrammer is also available as a separate standalone Windows application for people who don't run AcctApp. Charts saved as .flow files open in both.

Spreadsheeter - Database Query

Spreadsheeter can connect directly to the AcctApp database and import query results into the grid as report data.

Access control - Security Card required

Database Query access is gated by the "Spreadsheeter - Database Query" permission on a user's Security Card. Because this feature allows reading any table in the database, it must be explicitly granted in Settings → Security Cards. Users without this permission do not see the Database button in Spreadsheeter at all.

To grant access: Settings → Security Cards → edit (or create) a card → Setup & Admin section → tick "Spreadsheeter - Database Query (unrestricted read access)".

Running a query

1. Open Spreadsheeter (Operations → Office Suite → Spreadsheeter).
2. Click the "Database" button in the toolbar (visible only if you have permission).
3. Type or paste a SELECT statement into the SQL editor. Only SELECT and WITH (CTE) queries are accepted - INSERT, UPDATE, DELETE, DROP, and other write operations are blocked server-side.
4. Press Ctrl+Enter, or click "Run".
5. A preview of the first 5 rows appears below the editor with the row and column count.
6. Click the cell in the grid where you want the data to start (top-left corner of the import area).
7. Click "Import" - column headers are written as bold cells in the first row, followed by data rows.

Example queries

• Unpaid invoices: SELECT invoice_number, contact_name, total_amount, due_date FROM customer_invoices WHERE status='unpaid' ORDER BY due_date
• Stock on hand: SELECT item_code, item_name, qty_on_hand, avg_cost FROM stock_items WHERE is_active=1 ORDER BY item_name
• Revenue by month: SELECT FORMAT(invoice_date,'yyyy-MM') AS month, SUM(total_amount) AS revenue FROM customer_invoices WHERE status='paid' GROUP BY FORMAT(invoice_date,'yyyy-MM') ORDER BY month

Tips

• The query runs against the live database - data is always current.
• Large result sets are imported in full but only the first 5 rows preview in the panel.
• After importing, use Spreadsheeter formulas (SUM, AVERAGE, etc.) to build calculations on top of the imported data.
• To refresh data, re-run the query and re-import to the same starting cell (existing cell data will be overwritten).

Spreadsheeter

Spreadsheeter is a 26-column × 100-row grid with:

• Formula bar (editable) with a function picker (fx ▾) listing SUM, AVERAGE, COUNT, MIN, MAX, ROUND, ABS, SQRT, IF.
• Cell references (A1) and range references (A1:B5).
• Formatting: bold, italic, underline, strikethrough, text wrap, alignment, fill colour, text colour, number formats (currency, %, comma, decimal, integer), font family, font size (8–72pt).
• Cell borders: 10 preset styles (none, all, box, thick box, bottom, thick bottom, top, top+bottom, left, right).
• Workbook tabs (top) - multiple workbooks open simultaneously. Sheet tabs (bottom) - each workbook has multiple sheets.
• Insert/delete row and column. Select-all corner button.
• Formula error hint bar - explains errors like #NAME?, #DIV/0! with corrected formula suggestion.
• Right-click sheet tab → Rename / Close.
• Import/export CSV.

Documenter

Documenter is a rich-text word processor with:

• Full formatting toolbar: bold, italic, underline, strikethrough, subscript, superscript, H1–H3 headings, bullet and numbered lists, indentation, alignment, text colour, highlight, link insertion, horizontal rule.
• Table insert picker - drag across a grid to insert a rows×columns table.
• Find & Replace modal.
• Show All Characters toggle (¶).
• Clear Formatting button.
• Horizontal ruler above the canvas.
• Page size (A4/A3/A5/Letter/Legal) and orientation (Portrait/Landscape).
• Document tabs - multiple documents open simultaneously, each with its own title and unsaved-changes indicator.
• Print via native Electron dialog; Print Preview before printing.
• Work persists automatically across navigation.

Presenter

Presenter is a slide deck editor with:

• 8 built-in themes: White, Dark, Ocean, Forest, Slate, Warm, Rose, Minimal.
• 5 slide layouts: Title Slide, Title + Content, Two Columns, Content Only, Blank.
• Add, delete, duplicate, and reorder slides (drag to reorder).
• Click-to-edit text fields on the canvas. Rich text: bold, italic, underline, alignment, text colour.
• Custom background colour per slide (overrides theme).
• Adjustable title and body font sizes.
• Speaker notes panel per slide.
• Full-screen presentation mode.
• Deck tabs - manage multiple decks simultaneously.
• Save as .pptx (PowerPoint compatible); all themes, layouts, text, and bullets map to PowerPoint elements.
• Print all slides.