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

NEW

Unique ID of the accounting firm managing the company.

firm_name

character varying

NEW

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

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 firm manager in charge of the company.

updated_at

timestamp without time zone

Last update date of the company on Pennylane.