###### Schema ###### Client ****** Object Name: customer                                                                                                             +--------------+--------------+--------------+--------------+--------------+--------------+ | Label | Field Name | Required? | Type | Key | Default | | | | | | | Value | +--------------+--------------+--------------+--------------+--------------+--------------+ | Id | customer\_id | | text | PRI | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Code | customer\_co | ✓ | text | MUL | | | | de | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Name | customer\_na | ✓ | text | MUL | | | | me | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Tradingas | tradingas | | text | MUL | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Entitytype# | entitytype\_ | | lookup | MUL | | | | uid | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Taxnumber | taxnumber | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Regnumber | regnumber | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Idnumber | idnumber | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Title | title | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Firstname | firstname | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Surname | surname | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Cell | cell | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Tel | tel | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Fax | fax | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Email | email | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Accountsemai | accountsemai | | text | | | | l | l | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Password | password | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Website | website | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Extratelnumb | extratelnumb | | text | | | | ers | ers | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Streetaddres | streetaddres | | text | | | | s | s | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Postaladdres | postaladdres | | text | | | | s | s | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Directions | directions | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Coord | coord | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Notes | notes | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Creditterms | creditterms | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Bankname | bankname | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Bankaccount | bankaccount | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Bankbranch | bankbranch | | integer | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Taxtype# | taxtype\_uid | | lookup | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Login# | login\_uid | ✓ | lookup | MUL | $USER | +--------------+--------------+--------------+--------------+--------------+--------------+ | Stampdate | stampdate | ✓ | datetime | MUL | NOW() | +--------------+--------------+--------------+--------------+--------------+--------------+ | Scrapdate | scrapdate | ✓ | datetime | PRI | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Effectivedat | effectivedat | | date | MUL | 1970-01-01 | | e | e | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Expirydate | expirydate | | date | PRI | 9999-12-31 | +--------------+--------------+--------------+--------------+--------------+--------------+ | Rev | rev | ✓ | integer | | 0 | +--------------+--------------+--------------+--------------+--------------+--------------+ | Department\_ | department\_ | ✓ | lookup | MUL | | | Id | id | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Birthday | birthday | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Sendstatemen | sendstatemen | ✓ | boolean | | | | t | t | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Soundex | soundex | | text | MUL | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Data | data | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ Matter ****** Object name: matter Note: Generally, where the same field in the following matter table also exists in customer, and the field is not required in matter but is required in the Client (customer) table, then the value from the Client will be used. For example if you leave accountsemail null in matter but one is set in customer then invoices/statements will be sent to the address specified in the customer table.                                                       +--------------+--------------+--------------+--------------+--------------+--------------+ | Label | Field Name | Required? | Type | Key | Default | | | | | | | Value | +--------------+--------------+--------------+--------------+--------------+--------------+ | Id | matter\_id | | text | PRI | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Code | matter\_code | ✓ | text | MUL | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Name | matter\_name | ✓ | text | MUL | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Owner\_Sales | owner\_sales | | lookup | | | | agent\_Id | agent\_id | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Cssclass | cssclass | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Customer\_Id | customer\_id | ✓ | lookup | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Feelevel# | feelevel\_ui | | lookup | | | | | d | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Title | title | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Firstname | firstname | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Surname | surname | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Email | email | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Accountsemai | accountsemai | | text | | | | l | l | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Address | address | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Cell | cell | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Workphone | workphone | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Fax | fax | | text | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Department\_ | department\_ | | lookup | | | | Id | id | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Dateopened | dateopened | ✓ | date | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Reservetrust | reservetrust | | decimal | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Deadfilenumb | deadfilenumb | | text | | | | er | er | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Effectivedat | effectivedat | | date | MUL | 1970-01-01 | | e | e | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Expirydate | expirydate | | date | PRI | 9999-12-31 | +--------------+--------------+--------------+--------------+--------------+--------------+ | Stampdate | stampdate | ✓ | datetime | | NOW() | +--------------+--------------+--------------+--------------+--------------+--------------+ | Scrapdate | scrapdate | ✓ | datetime | PRI | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Login# | login\_uid | ✓ | lookup | | $USER | +--------------+--------------+--------------+--------------+--------------+--------------+ | Rev | rev | ✓ | integer | | 0 | +--------------+--------------+--------------+--------------+--------------+--------------+ | Soundex | soundex | | text | MUL | | +--------------+--------------+--------------+--------------+--------------+--------------+                        Draft Fees & Disbursements ************************** Object name: matterdraftlineitem                                                                                                             +--------------+--------------+--------------+--------------+--------------+--------------+ | Label | Field Name | Required? | Type | Key | Default | | | | | | | Value | +--------------+--------------+--------------+--------------+--------------+--------------+ | Uid | matterdraftl | | text | PRI | | | | ineitem\_uid | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Name | matterdraftl | | text | | | | | ineitem\_nam | | | | | | | e | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Customer\_Id | customer\_id | ✓ | lookup | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Matter\_Id | matter\_id | | lookup | MUL | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Currency# | currency\_ui | ✓ | lookup | | | | | d | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Product\_Id | product\_id | ✓ | lookup | MUL | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Unitprice | unitprice | ✓ | decimal | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Taxtype# | taxtype\_uid | ✓ | lookup | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Tax | tax | | decimal | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Trantotal | trantotal | | decimal | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Salesagent\_ | salesagent\_ | ✓ | lookup | | | | Id | id | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Status | status | ✓ | enum | | Draft | | | | | | | | | | | | (‘Draft’, | | | | | | | ‘Billed’, | | | | | | | ‘Deleted’) | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Salesinvoice | salesinvoice | | lookup | | | | # | \_uid | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Salescreditn | salescreditn | | lookup | | | | ote# | ote\_uid | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Login# | login\_uid | ✓ | lookup | | $USER | +--------------+--------------+--------------+--------------+--------------+--------------+ | Qty | qty | ✓ | decimal | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Minutes | minutes | | integer | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Date | date | ✓ | datetime | MUL | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Stampdate | stampdate | ✓ | datetime | | NOW() | +--------------+--------------+--------------+--------------+--------------+--------------+ | Created | created | ✓ | datetime | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Rev | rev | ✓ | integer | | 0 | +--------------+--------------+--------------+--------------+--------------+--------------+ | Source ID | srcid | | text | UNI | | +--------------+--------------+--------------+--------------+--------------+--------------+ Posting Codes ************* Object name: product                                                       +------------+------------+------------+------------+------------+------------+------------+ | Label | Field Name | Required? | Type | Key | Default | Comments | | | | | | | Value | | +------------+------------+------------+------------+------------+------------+------------+ | Id | product\_i | | text | PRI | | | | | d | | | | | | +------------+------------+------------+------------+------------+------------+------------+ | Code | product\_c | ✓ | text | | | | | | ode | | | | | | +------------+------------+------------+------------+------------+------------+------------+ | Name | product\_n | ✓ | text | | | | | | ame | | | | | | +------------+------------+------------+------------+------------+------------+------------+ | Productcat | productcat | ✓ | lookup | MUL | | | | egory\_Id | egory\_id | | | | | | +------------+------------+------------+------------+------------+------------+------------+ | Department | department | | lookup | | | | | \_Id | \_id | | | | | | +------------+------------+------------+------------+------------+------------+------------+ | Unit# | unit\_uid | ✓ | lookup | | time | “time” for | | | | | | | | time-based | | | | | | | | fee, “qty” | | | | | | | | for | | | | | | | | unitary | +------------+------------+------------+------------+------------+------------+------------+ | Unitprice | unitprice | | decimal | | | | +------------+------------+------------+------------+------------+------------+------------+ | Costprice | costprice | | decimal | | | | +------------+------------+------------+------------+------------+------------+------------+ | Taxtype# | taxtype\_u | ✓ | lookup | | | | | | id | | | | | | +------------+------------+------------+------------+------------+------------+------------+ | Login# | login\_uid | ✓ | lookup | | $USER | | +------------+------------+------------+------------+------------+------------+------------+ | Stampdate | stampdate | ✓ | datetime | MUL | NOW() | | +------------+------------+------------+------------+------------+------------+------------+ | Scrapdate | scrapdate | ✓ | datetime | PRI | | | +------------+------------+------------+------------+------------+------------+------------+ | Effectived | effectived | | datetime | MUL | 1970-01-01 | | | ate | ate | | | | 00:00:00 | | +------------+------------+------------+------------+------------+------------+------------+ | Expirydate | expirydate | | datetime | PRI | 9999-12-31 | | | | | | | | 23:59:59 | | +------------+------------+------------+------------+------------+------------+------------+ | Rev | rev | ✓ | integer | | 0 | | +------------+------------+------------+------------+------------+------------+------------+ | Factory# | factory\_u | | lookup | | | | | | id | | | | | | +------------+------------+------------+------------+------------+------------+------------+ | Account\_I | account\_i | | lookup | UNI | | | | d | d | | | | | | +------------+------------+------------+------------+------------+------------+------------+ Posting Code Categories *********************** Object Name: productcategory                                                       +--------------+--------------+--------------+--------------+--------------+--------------+ | Label | Field Name | Required? | Type | Key | Default | | | | | | | Value | +--------------+--------------+--------------+--------------+--------------+--------------+ | Id | productcateg | | text | PRI | | | | ory\_id | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Name | productcateg | ✓ | text | | | | | ory\_name | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Parent\_Prod | parent\_prod | | lookup | MUL | | | uctcategory\ | uctcategory\ | | | | | | _Id | _id | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Account\_Id | account\_id | | lookup | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Unbilled\_Ac | unbilled\_ac | | lookup | | | | count\_Id | count\_id | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Department\_ | department\_ | | lookup | | | | Id | id | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Stampdate | stampdate | ✓ | datetime | | NOW() | +--------------+--------------+--------------+--------------+--------------+--------------+ | Scrapdate | scrapdate | ✓ | datetime | PRI | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Effectivedat | effectivedat | | date | | 1970-01-01 | | e | e | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Expirydate | expirydate | | date | PRI | 9999-12-31 | +--------------+--------------+--------------+--------------+--------------+--------------+ | Login# | login\_uid | ✓ | lookup | | $USER | +--------------+--------------+--------------+--------------+--------------+--------------+ | Rev | rev | ✓ | integer | | 0 | +--------------+--------------+--------------+--------------+--------------+--------------+ Bank Account ************ Object Name: bankaccount                                                       +--------------+--------------+--------------+--------------+--------------+--------------+ | Label | Field Name | Required? | Type | Key | Default | | | | | | | Value | +--------------+--------------+--------------+--------------+--------------+--------------+ | Uid | bankaccount\ | | text | PRI | | | | _uid | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Bticode | bticode | ✓ | {B, T, I} | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Name | bankaccount\ | ✓ | text | | | | | _name | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Code | bankaccount\ | | text | UNI | | | | _code | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Login# | login\_uid | ✓ | lookup | MUL | $USER | +--------------+--------------+--------------+--------------+--------------+--------------+ | Rev | rev | ✓ | integer | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Stampdate | stampdate | ✓ | datetime | | NOW() | +--------------+--------------+--------------+--------------+--------------+--------------+ | Supplier\_Id | supplier\_id | | lookup | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Reconcile | reconcile | ✓ | boolean | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Account\_Id | account\_id | ✓ | lookup | MUL | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Matter\_Id | matter\_id | | lookup | | | +--------------+--------------+--------------+--------------+--------------+--------------+ | Department\_ | department\_ | ✓ | lookup | | | | Id | id | | | | | +--------------+--------------+--------------+--------------+--------------+--------------+