companies_identification
In short
Portfolio of companies accessible on Pennylane. This table includes basic information allowing to easily identify entities accross all tools used by an accounting firm.
A company represents a legal entity managed on Pennylane. Each company is uniquely identified by its Pennylane id, as well as its official registration_number (SIREN).
Most tables in the pennylane schema hold a company_id column that refers to companies.id, and allows to identify which records belong to which company. More information on a company can be found in table pennylane.companies). In some cases, the accounting firm can decide to use their own ID to identify the company, different from its registration number or Pennylane’s internal ID. That can be the case for instance, if they decide to use the ID assigned in their CRM, or the ID generated by the previous accounting software they were using. In those cases, the firm can utilize the external_id column from this table to find the map between their own ID and Pennylane’s ID, and use the latter to identify the company in the other tables.
Available Columns
id
bigint
UNIQUE
Unique ID identifying the company on Pennylane.
Examples: 100094, 21847061
name
character varying
Company's display name on Pennylane. This name may differ from the legal registration name.
firm_id
bigint
Unique ID of the accounting firm managing the company.
firm_name
character varying
Name of the accounting firm managing the company.
trade_name
character varying
Company's trade name on Pennylane. This name may differ from the legal registration name and the display name in Pennylane (see name).
registration_number
character varying
Company's official registration number (SIREN).
vat_number
character varying
VAT number of the company, if applicable.
external_id
character varying
OUTDATED
[DECOMMISSIONED - Field will be removed in future releases] Company's external ID used by the accounting firm to refer to the company in other softwares. This ID is used to simplify managing the data associated with the company in the different programs used by the firm (CRM, Pennylane, ...). Users simply need to enter this ID in Pennylane during the initial setup of the company in Pennylane.
source_id
character varying
Company's external ID used by the accounting firm to refer to the company in other softwares. This ID is used to simplify managing the data associated with the company in the different programs used by the firm (CRM, Pennylane, ...). Users simply need to enter this ID in Pennylane during the initial setup of the company in Pennylane.
accountant_email
character varying
Email address of the accountant in charge of the company. This email address is used to send notifications to the accountant when the company's data is updated.
accounting_supervisor_email
character varying
Email address of the accounting manager in charge of the company.
accounting_manager_email
character varying
Email address of the accounting manager in charge of the company.
legal_manager_email
character varying
NEW
Email address of the legal manager in charge of the company.
legal_collaborator_email
character varying
NEW
Email address of the legal collaborator in charge of the company.
social_manager_email
character varying
NEW
Email address of the social manager in charge of the company.
social_collaborator_email
character varying
NEW
Email address of the social collaborator in charge of the company.
external_auditor_email
character varying
NEW
Email address of the external auditor in charge of the company.
substitute_accountant_email
character varying
NEW
Email address of the substitute accountant in charge of the company.
updated_at
timestamp without time zone
Last update date of the company on Pennylane.
file_type
character varying
NEW
File type, 'accounting' for bookeeping and 'revision' for review
transfer_ends_on
date
NEW
In case the company is changing accounting firm, date at which the transfer will happen.
churns_on
date
NEW
Date at which the company is expected to churned from the accounting firm. When this date is reached, the company will be removed from the firm's portfolio. For the vast majority of companies which are not expected to churn, this field is NULL.
closing_date
character varying
NEW
Day and month of the company's fiscal year closing date, in 'DD/MM' format.
pa_mandate_status
character varying
PA (Plate-forme agréée) is the French acronym for approved platforms for the electronic transmission of pay slips and social declarations; it supersedes the former designation PDP (Plateforme de Dématérialisation Partagée). The two terms are used interchangeably. This field is the current status of the company's mandate (authorization) to use such a platform. Values: to_send (mandate not yet sent), sent (sent to the platform), signed (signed by the company), expired (no longer valid). Useful to track onboarding or renewal.
pa_mandate_signed_at
date
Date on which the company signed the PA/PDP mandate. Empty if not yet signed. Use for compliance and reporting on when clients completed their PA/PDP authorization.
pa_activated
boolean
Indicates whether the company has at least one active PA/PDP subscription (directory line) in the shared dematerialization system. When true, the company can use PA/PDP for transmitting pay slips and social declarations.
pa_platform_names
character varying
Names of the PA/PDP platform(s) the company is registered with (e.g. Pennylane or other providers). When the company uses several platforms, names are separated by ' / '. Use to see which tools each client uses for pay slip dematerialization.
pa_has_pennylane
boolean
Indicates whether Pennylane is one of the PA/PDP platforms used by the company. Useful to filter or report on clients who use Pennylane for pay slip and social declaration dematerialization.
pa_consented_at
timestamp without time zone
Date and time when the company gave consent to use PA/PDP (reception of consent). Use for compliance and to track when the client opted in to the dematerialization service.