pennylane

This is the default schema, holding financial and accounting information meant to be shared accountants and business owners. It includes granular accounting data as well as detailed information about invoicing for example. Most standard reports such as balances can be generated from this schema.

Note on permissions

The pennylane schema is accessible to all users.

Available Models

analytical_ledger

General ledger with analytical tags. This table includes all the bookkeeping entries of the company, with the analytical tags associated with each entry.

bank_accounts

NEW

Bank accounts connected to Pennylane. This table includes basic account information, balances and data synchronization status.

bank_transactions

Bank transactions accessible on pennylane. This table includes basic transaction information, such as the amount, execution date, transaction state.

companies

Portfolio of companies accessible on Pennylane. This table includes basic company information such as their registration details and Pennylane settings.

company_users

This table contains information about the users associated to a company. It allows to easily retrieve their ids, role and permissions in the data sharing.

customer_invoices

Invoices edited by the company managed on Pennylane for its customers. They can be edited and sent from Pennylane, or simply imported from other tools through diverse integrations.

customers

Customers of companies managed on Pennylane.

fiscal_years

Fiscal years of companies managed on Pennylane.

general_ledger

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

supplier_invoices

Invoices received by the company managed on Pennylane from its suppliers.

suppliers

Suppliers of companies managed on Pennylane.

tax_declarations

Tax Declarations. This table includes all the bookkeeping entries of the company.

trial_balance

Trial balance aggregating bookkeeping entries by account and fiscal year.

vat_declarations

VAT declaration activities over time, across the accounting firm's portfolio of customers.