Schema

Client

Object Name: customer

Label Field Name Required? Type Key Default Value
Id customer_id   text PRI  
Code customer_co de text MUL  
Name customer_na me text MUL  
Tradingas tradingas   text MUL  
Entitytype# entitytype_ uid   lookup MUL  
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 l accountsemai l   text    
Password password   text    
Website website   text    
Extratelnumb ers extratelnumb ers   text    
Streetaddres s streetaddres s   text    
Postaladdres s postaladdres s   text    
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 e effectivedat e   date MUL 1970-01-01
Expirydate expirydate   date PRI 9999-12-31
Rev rev integer   0
Department_ Id department_ id lookup MUL  
Birthday birthday   text    
Sendstatemen t sendstatemen t boolean    
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 agent_Id owner_sales agent_id   lookup    
Cssclass cssclass   text    
Customer_Id customer_id lookup    
Feelevel# feelevel_ui d   lookup    
Title title   text    
Firstname firstname   text    
Surname surname   text    
Email email   text    
Accountsemai l accountsemai l   text    
Address address   text    
Cell cell   text    
Workphone workphone   text    
Fax fax   text    
Department_ Id department_ id   lookup    
Dateopened dateopened date    
Reservetrust reservetrust   decimal    
Deadfilenumb er deadfilenumb er   text    
Effectivedat e effectivedat e   date MUL 1970-01-01
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 ineitem_uid   text PRI  
Name matterdraftl ineitem_nam e   text    
Customer_Id customer_id lookup    
Matter_Id matter_id   lookup MUL  
Currency# currency_ui d lookup    
Product_Id product_id lookup MUL  
Unitprice unitprice decimal    
Taxtype# taxtype_uid lookup    
Tax tax   decimal    
Trantotal trantotal   decimal    
Salesagent_ Id salesagent_ id lookup    
Status status

enum

(‘Draft’, ‘Billed’, ‘Deleted’)

  Draft
Salesinvoice # salesinvoice _uid   lookup    
Salescreditn ote# salescreditn ote_uid   lookup    
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 Value Comments
Id product_i d   text PRI    
Code product_c ode text      
Name product_n ame text      
Productcat egory_Id productcat egory_id lookup MUL    
Department _Id department _id   lookup      
Unit# unit_uid lookup   time “time” for time-based fee, “qty” for unitary
Unitprice unitprice   decimal      
Costprice costprice   decimal      
Taxtype# taxtype_u id lookup      
Login# login_uid lookup   $USER  
Stampdate stampdate datetime MUL NOW()  
Scrapdate scrapdate datetime PRI    
Effectived ate effectived ate   datetime MUL 1970-01-01 00:00:00  
Expirydate expirydate   datetime PRI 9999-12-31 23:59:59  
Rev rev integer   0  
Factory# factory_u id   lookup      
Account_I d account_i d   lookup UNI    

Posting Code Categories

Object Name: productcategory

Label Field Name Required? Type Key Default Value
Id productcateg ory_id   text PRI  
Name productcateg ory_name text    
Parent_Prod uctcategory_Id parent_prod uctcategory_id   lookup MUL  
Account_Id account_id   lookup    
Unbilled_Ac count_Id unbilled_ac count_id   lookup    
Department_ Id department_ id   lookup    
Stampdate stampdate datetime   NOW()
Scrapdate scrapdate datetime PRI  
Effectivedat e effectivedat e   date   1970-01-01
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_uid   text PRI  
Bticode bticode {B, T, I}    
Name bankaccount_name text    
Code bankaccount_code   text UNI  
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_ Id department_ id lookup