`practice_management`

This schema contains the financial, accounting, and internal management data of firms. To track internal management, you need to create a company and configure it as `confidential` in the Pennylane application (more information here). 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 practice_management schema is accessible to admins only.

Available Models

analytical_ledger
NEW

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
NEW

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

companies
NEW

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

company_users
NEW

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
NEW

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.