companies
NEW
In short
Portfolio of companies accessible on Pennylane. This table includes basic company information such as their registration details and Pennylane settings.
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 practice_management schema hold a company_id column that refers to companies.id, and allows to identify which records belong to which company.
Filter key(s)
company_id
Available Columns
id
bigint
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.
registration_number
character varying
Company's official registration number (SIREN).
vat_number
character varying
VAT number of the company, if applicable.
country_alpha2
character varying
Company's registration country code.
Examples: "FR", "DE", "GB"
city
character varying
Company's registration city.
postal_code
character varying
5 digits post code of the company.
saas_plan
character varying
Pennylane plan selected by the company - indicates the range of features that the company can access. Visit this page for more details.
Examples: "v1_basic", "v1_essential", "v1_pro"
cash_based_accounting
boolean
If true, indicates that the company uses cash-based accounting.
If false, the company uses the standard engagement accounting.
vat_frequency
character varying
Frequency at which VAT declarations are to be filed.
Examples: "monthly", "quarterly", "yearly", "not_applicable"
vat_day_of_month
integer
Day of the month at which VAT declarations are to be filed. This value is only relevant if `vat_frequency` is set to `monthly`.
Examples: 1, 15, 25
fiscal_category
character varying
Fiscal category of the company, as defined by the French tax administration. This value is used to determine the applicable VAT rates. It can take the following values:
`BIC-IS` : Bénéfices industriels et commerciaux - Impot sur les sociétés,
`BIC-IR` : Bénéfices industriels et commerciaux - Impot sur les revenus,
`BNC` : Benefices non commerciaux,
`BA` : Bénéfices agricoles,
`BIC-IS-GT` : Bénéfices industriels et commerciaux - Impot sur les sociétés, Groupe Tête,
`BIC-IS-GM` : Bénéfices industriels et commerciaux - Impot sur les sociétés, Groupe Membre,
`ETRANGER` : Revenus de source étrangère,
`SCM` : Société civile de moyens,
`RF` : Revenus Fonciers.
Examples: "SCM", "BNC", "BIC-IS"
fiscal_regime
character varying
Fiscal regime of the company, as defined by the French tax administration. It is used to determine the applicable VAT rates. This value can be empty when the fiscal regime has not been set.
Examples: "Simplified", "Normal"
registration_date
date
NEW
Date at which the company was registered officially.
activity_code
character varying
Activity sector code as defined by INSEE. This French nomenclature of economic activities, abbreviated NAF, is meant to simplify the organization of economic and social information.
Examples: "68.20B", "45.11Z", "81.10Z"
activity_sector
character varying
Human readable activity sector of the company; this value is derived from the `activity_code`.
Examples: "SCI/LMNP", "Restauration", "E-commerce"
legal_form_code
character varying
Legal form code, referring to the type of entity that an organisation may be, see `legal_form`. This is the official code provided by the INSEE.
Examples: "5710", "6585"
legal_form
character varying
Human readable equivalent of the `legal_form_code`.
Examples: "SAS, société par actions simplifiée", "Autre société civile professionnelle"
created_at
timestamp without time zone
NEW
Date and time at which the company was created on Pennylane.
updated_at
timestamp without time zone
NEW
Date and time at which the company was last updated on Pennylane.
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.