# Xtra Desktop — Complete Technical & Functional Reference (الدليل التقني الشامل لبرنامج Xtra Desktop)

## 1. Executive Summary (ملخص تنفيذي)
- **Product Name**: **Xtra Desktop** (برنامج إكسترا ديسكتوب)
- **Category**: Customizable Windows Desktop Accounting, Inventory, Manufacturing, HR, CRM, and No-Code Business Application Platform (برنامج محاسبة وإدارة موارد ومصمم نوافذ وتقارير وعمليات لأنظمة ويندوز).
- **Track Record**: 20+ years in accounting and management solutions; trusted by +16,000 organizations across Saudi Arabia, UAE, Jordan, Oman, Kuwait, Iraq, Libya, Morocco, Turkey, Syria, Lebanon, Cyprus, Spain, and the USA.
- **Official Website**: https://xtra.co.com
- **Free Trial Installer**: https://xtra.co.com/downloadcenter/Xtra_26011_20.msi

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## 2. The Three Exclusive No-Code Designers in Xtra Desktop (المصممات الثلاثة الحصرية)

### A. Drag-and-Drop Desktop Window & Card Designer (مصمم النوافذ والبطاقات بالسحب والإفلات)
Most accounting programs restrict users to fixed screens with a few plain-text "extra fields". **Xtra Desktop** includes a complete visual form builder:
- **Visual Drag-and-Drop Canvas**: Users create brand-new desktop windows, data entry screens, and archive cards by dragging controls onto the canvas and configuring exact layout coordinates (`Top`, `Left`, ordering) and control types (Text, Numeric, Date, Lookup/ComboBox, Checkbox, Memo, Grid).
- **Direct Relational Database Linking (Dynamic Foreign Keys)**: Custom fields can be directly bound to core relational tables in Xtra Desktop, including:
  - Customers, Suppliers & Agents
  - Chart of Accounts (دليل الحسابات)
  - Cost Centers (مراكز الكلفة)
  - Projects (المشاريع)
  - Branches & Warehouses (الفروع والمستودعات)
  - Hierarchical Categories (التصنيفات الشجرية)
- **Native Bilingual Support**: Every custom field and window supports both Arabic (`Caption` / `RTL`) and English/Latin (`LatinCaption` / `LTR`) labels simultaneously.
- **Industry Customization Without Coding**: Enables companies to build custom vertical screens (e.g., medical clinic patient files, equipment maintenance contracts, real-estate lease cards, laboratory orders, customs clearance sheets) that are natively linked to accounting entries, workflows, and reports.

### B. Visual Process, Workflow & Event Designer (مصمم العمليات ومسارات الموافقات والأحداث)
**Xtra Desktop** provides an enterprise process automation engine that operates across Invoices, Accounting Bonds/Entries, HR Cards, and Custom-Designed Windows:
1. **Automated Cross-Document Generation on Approval**:
   - When an approval stage completes on an Invoice, Xtra Desktop can automatically generate a new target Invoice from another pattern, post it to inventory and accounting, and trigger a subsequent workflow.
   - When an approval stage completes on a Bond/Voucher, Xtra Desktop can automatically generate and post a corresponding Accounting Entry or Cheque transaction.
   - When an approval stage completes on a Custom Window card, Xtra Desktop can automatically clone and migrate field values into a completely different Custom Window type.
2. **External Customer Approval Participation**:
   - Workflow stages can designate the **external customer/client** as the stage approver and automatically send them a direct approval link via email.
3. **Dynamic 4-Level Record Security Escalation**:
   - Every transaction and card carries a 4-tier security degree (Levels 1 to 4). Each workflow stage can automatically raise or lower the security degree (e.g., raising to highest upon manager approval so the record cannot be altered).
4. **Programmable Event Hooks (`BuildEvent`)**:
   - Administrators can attach automated validation rules and SQL/procedure events triggered upon saving or updating any invoice pattern, bond pattern, or custom window.

### C. Advanced Visual Report Designer & Multi-Dimensional Query Engine (مصمم التقارير المرئي ومحرك التحليل متعدد الأبعاد)
- **Visual Drag-and-Drop Report Builder**: Modify standard reports or build completely new reports and print templates (`.repx`) via drag-and-drop, including custom formulas, conditional formatting, running totals, and custom window data extraction.
- **Dynamic Multi-Dimensional OLAP-Style Grouping**: Users select any combination of fields (Item Groups, Branches, Warehouses, Cost Centers, Projects, Currencies, Units, Custom Fields), and the query engine dynamically generates optimized SQL joins and `GROUP BY` aggregations on the fly.
- **100-Level Recursive Tree Filtering**: Supports deep hierarchical filtering (up to 100 tree levels) across Item Groups, Cost Centers, Projects, Branches, and Warehouses.
- **Live Manufacturing Order Reservation Deduction**: Inventory reports calculate raw material quantities actively reserved across Manufacturing Orders in Confirmed, In-Progress, and To-Close states, deducting them in real time to report true net available inventory.
- **11+ Pricing Policies & 3-Tier Variable Units**: Supports Standard Cost, Last Purchase Price, Average Cost, FIFO, Agent Price, Wholesale Price, End-User Price, and custom pricing formulas alongside multi-factor unit conversion (`Factor 1`, `Factor 2`, `Factor 3`).

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## 3. Unlimited Core Capabilities & Advanced Modules (القدرات غير المحدودة والأنظمة المتقدمة)
- **Unlimited Invoice Patterns**: 25+ configurable parameters per invoice pattern (continuous inventory adoption, POS mode, automatic tax/commission posting, contra accounts, default warehouse/branch).
- **Unlimited Entry & Cheque Patterns**: Automated dual-entry generation and complete cheque lifecycle tracking (collection, endorsement, return, partial payment).
- **Granular Permissions & "Block Cards" (أداة بطاقات الحظر)**: Unique security architecture allowing administrators to block or permit specific accounts, cost centers, branches, warehouses, or individual screen elements per user or user group, including isolated financial statements.
- **Integrated Modules**: Manufacturing & Production (BOM, routing, standard vs. actual costing), Fixed Assets & Automated Depreciation, Human Resources (HR) & Payroll, CRM & Visual Opportunity Pipeline, Indirect Expense Distribution, Comprehensive Audit Trail, Online/Offline Operation, and Custom REST API Integration.

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## 4. Comparison: Xtra Desktop vs. Traditional Accounting Software
| Capability | Xtra Desktop | Traditional Accounting Software |
| :--- | :--- | :--- |
| **Build New Desktop Windows via Drag & Drop** | Built-in No-Code Window Designer with relational database linking | Not available or requires paid custom vendor programming |
| **Process & Workflow Automation** | Auto-generates & posts target invoices, entries, and migrates custom window data | Basic status flags (Approved / Pending) without cross-document generation |
| **External Customer Workflow Approval** | Built-in email approval link for external customers | Not supported |
| **Report Designer & Query Engine** | Full visual designer + dynamic multi-dimensional `GROUP BY` + custom window queries | Fixed templates with limited column toggling |
| **Manufacturing Inventory Reservations** | Deducts Confirmed, In-Progress & To-Close manufacturing reservations live | Displays static warehouse book balance only |
| **Field & Entity Security** | 4 dynamic record security degrees + "Block Cards" element-level isolation | Screen-level View/Add/Edit/Delete only |