accounting

This schema holds accounting information available in Pennylane for accounting firms only. It includes operational data as well as specific tables useful in the context of revision for example.

Note on permissions

The accounting schema is accessible by accountant users only.

Available Models

companies_identification

Portfolio of companies accessible on Pennylane. This table includes basic information allowing to easily identify entities accross all tools used by an accounting firm.

general_ledger_revision

General ledger. This table includes all the bookkeeping entries of the company.

timesheet_entries

Timesheet entries for an accounting firm's work done for each corporate client over time.

trial_balance_revision

Trial balance aggregating bookkeeping entries by account and fiscal year.