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User Manual › Volume 10: Executive Appendices of the Keystone X Enterprise User Manual & Accounting Guide
Verified Guide • Updated 16 Oct 2026
User Manual Volume 10: Executive Appendices of the Keystone X Enterprise User Manual & Accounting Guide Verified Guide

#34: Administrator Deployment Guide: Publishing Articles to Your Licensing Server & In-App Contextual Help

Updated 20 hours ago 4 min read 2 views
Volume 10 · Article #34 (Appendix D) Licensing Server & In-App Help Deployment Route-to-Article Mapping Matrix

Administrator Deployment Guide: Publishing Articles to Your Licensing Server & In-App Contextual Help

Every article in this 10-Volume manual (`Articles #01 to #34`) is wrapped in a self-contained <div class="kx-doc-article">...</div> block using standard Bootstrap 5 and Bootstrap Icons classes. Use the reference table below to publish each article both to your **Licensing Server Documentation Portal (`keystonex.co.za/docs`)** and into your in-app **`help_articles`** database table for slide-over contextual help.

1. How the In-App Contextual Help Drawer Works (`HelpController::getContextHelp`)

When a user clicks the **`?` Help** icon in the Global Topbar on any page inside Keystone X, the browser sends an AJAX request to `Help/getContextHelp?route={current_route#active_tab}`:

  1. Exact Route + Tab Hash Lookup: `HelpController` first queries `SELECT title, content FROM help_articles WHERE page_route = :route LIMIT 1` (for example, `admin/settings#financial` or `Cashbook/index`).
  2. Base Route Fallback: If no tab-specific entry exists, it strips the `#hash` and looks up the base route (for example, `admin/settings`).
  3. HTML Rendering: The `content` column stores the exact `
    ...
    ` HTML block from this manual and renders it directly inside the slide-over help drawer!

2. Complete 34-Article Route, Licensing Server Slug & Screenshot Count Matrix

Art # Article Title Licensing Server URL Slug In-App help_articles.page_route Key(s)
#01 Welcome to Keystone X: Plain-English Accounting & System Flows docs/welcome-and-accounting-101 help/accounting-101
#02 Authentication, Global Topbar & Sidebar Layout Studio docs/authentication-topbar-and-sidebar user/login, user/profile
#03 Executive Command Centre Dashboard & Field Technician Workspace docs/executive-dashboard-and-tech-workspace home/index, dashboard/index
#04 Notifications Command Centre & Alert Routing Studio docs/notifications-command-centre-and-studio notification/index, notification/customize
#05 Inventory, Multi-Warehouse Matrix, FIFO/FEFO Batches & Studio docs/inventory-multi-warehouse-batches-and-studio inventory/index, inventory/warehouses, inventory/settings
#06 360° Serial Number, Warranty & RMA Command Center & Studio docs/serial-number-warranty-and-rma-command-center inventory/trackSerial, inventory/serialSettings
#07 Sales Pipeline, Leads & Opportunity Command Center & Studio docs/sales-pipeline-leads-and-opportunity-studio lead/index, lead/add, lead/settings
#08 Customer Directory, Sage-Style Onboarding & 360° Client Profile docs/customers-onboarding-360-profile-and-studio customer/index, customer/add, customer/view, customer/settings
#09 Commercial Proposals, Quotes & Pro-Forma Deposit Command Center docs/quotes-proposals-and-proforma-command-center quote/index, quote/add, quote/view, quote/settings
#10 Revenue, Tax Invoicing & Delivery Fulfillment Command Center docs/tax-invoices-revenue-and-delivery-fulfillment invoice/index, invoice/add, invoice/view, invoice/settings
#11 Recurring Billing, Stock Replenishment Contracts & 360° Dossier docs/recurring-invoices-and-retainer-contracts recurringinvoice/index, recurringinvoice/add, recurringinvoice/settings
#12 Payments Received, Treasury Clearing, Credit Wallets & Remittance docs/payments-received-credit-wallets-and-remittance payment/index, payment/settings
#13 Credit Notes, RMA Sales Returns & Customer Refunds Command Center docs/credit-notes-rma-returns-and-refunds creditnote/index, creditnote/add, creditnote/settings
#14 Customer Statements, AR Aging & Client Self-Service Portal docs/customer-statements-and-client-self-service-portal customer/statement, portal/index
#15 Suppliers, Price Book Contracts, SLA Scorecards & Studio docs/suppliers-price-books-and-srm-scorecards vendor/index, vendor/add, vendor/view, vendor/settings
#16 Purchase Orders (PO), Replenishment Radar, GRN Stock Intake & Studio docs/purchase-orders-replenishment-and-grn-intake purchaseorder/index, purchaseorder/add, purchaseorder/receive, purchaseorder/settings
#17 Operating Expenses, Supplier AP Bills, GL Budgets & Input VAT docs/operating-expenses-ap-bills-and-gl-budgets expense/index, expense/add, expense/settings
#18 Field Service Job Cards, Technician Dispatch & Touch Sign-Off docs/field-service-job-cards-and-mobile-sign-off jobcard/index, jobcard/add, jobcard/view, jobcard/settings
#19 Enterprise Projects Portfolio, Milestones, Capacity & PSA Financials docs/enterprise-projects-milestones-and-psa-billing project/index, project/add, project/view, project/settings
#20 Task Execution Command Center, Kanban, Live Timers & Studio docs/tasks-kanban-live-timers-and-time-billing task/index, task/add, task/view, task/settings
#21 Enterprise Helpdesk Support Tickets, SLA Triage & Escalations docs/helpdesk-support-tickets-and-sla-triage ticket/index, ticket/create, ticket/view, ticket/settings
#22 Contacts & Stakeholders Directory, Multi-Company Routing & Notes docs/contacts-stakeholders-routing-and-notes people/index, people/view, people/settings, note/index
#23 Corporate Treasury, Multi-Bank Vaults, Recon & Transfers docs/corporate-treasury-bank-accounts-and-transfers bankaccount/index, bankaccount/view, bankaccount/settings, internaltransfer/index
#24 Double-Entry Cashbook, General Journals, CSV Auto-Match & COA docs/double-entry-cashbook-journals-trial-balance-and-coa cashbook/index, cashbook/addjournal, cashbook/import, cashbook/settings
#25 Enterprise Tax Rates, SARS VAT201 Box Mapping & Section 20 Hub docs/enterprise-tax-rates-sars-vat201-and-sku-compliance taxrate/index, taxrate/add, taxrate/settings
#26 Enterprise Payment Terms, Credit Policy, 2/10 Net 30 & Stock Holds docs/enterprise-payment-terms-credit-policy-and-working-capital paymentterm/index, paymentterm/add, paymentterm/settings
#27 Enterprise Financial & BI Reports Suite, VAT201 & Audit Pack docs/executive-bi-financial-statements-sars-vat201-and-audit-pack report/index, report/sales, report/sarsvat201, report/accountant, report/settings
#28 System Settings, Branding, Design System, Modules & Licensing docs/system-settings-branding-design-system-modules-and-licensing admin/settings
#29 Workforce Identity, Warehouse Custody, RBAC, SoD & Audit Ledger docs/users-warehouse-custody-rbac-roles-sod-and-forensic-audit-ledger admin/users, admin/roles, auditlog/index, auditlog/settings
#30 Email Templates Studio, SMTP Outbox Queue, Cron & Backup Vault docs/email-templates-smtp-queue-cron-automation-and-backup-vault admin/emailtemplates, emailqueue/index, admin/cron, backup/index
#31 Day-1 Go-Live, Data Migration & Opening Balances Checklist docs/day-1-onboarding-and-migration-checklist help/onboarding-checklist
#32 Hardware Barcode Scanner, Mobile Touch Sign-Off & Speed Guide docs/barcode-scanner-mobile-touch-and-efficiency-guide help/barcode-and-mobile-guide
#33 The Complete A–Z Plain-English Accounting, SARS VAT & ERP Glossary docs/plain-english-accounting-and-erp-glossary help/accounting-glossary
#34 Administrator Deployment Guide: Licensing Server & In-App Help docs/licensing-server-and-contextual-help-deployment help/admin-deployment
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