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