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- Accounting with GST/Tax
- Data model and import order
The tables behind Accounting with GST/Tax
Accounting with GST/Tax ships with 17 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 17
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Tax position and periods
Tax periods supplies start date, end date and Status. Purchase bills links through tax period; tax invoices supplies issue date and output tax amount for the agreed date-based review.
Purchase bill control
Vendors and purchase bills identify the obligation. Purchase bill lines links each Bill and GL account; input tax credit amount belongs to the bill header.
Tax invoicing and collections
Customers and tax invoices identify the receivable. Tax invoice lines links Invoice and GL account and carries the revenue category.
Payments and reconciliation
Payments links Vendor, Customer, Bill and Invoice. Direction, Amount, payment date and bank reference support reconciliation of the recorded movement.
General ledger
Journal entries links Organization and tax period; journal lines links journal entry and GL account. Ledger accounts defines the account type, group and normal balance.
Finance evidence and access
Review decisions links Reviewer and the relevant Bill, Invoice or Payment. Operation receipts links Actor. Record attachments carries parent table name, parent record id and uploaded by. Team members links Organization; Users carries user identity and access information.
Every table, by feature
- Tax position and periods5
- Purchase bill control9
- Tax invoicing and collections8
- Payments and reconciliation8
- General ledger7
- Finance evidence and access10
- Tax periods
Accounting calendar with open and closed periods that gate journal posting.
- Tax invoices
Accounts receivable header: a customer invoice issued, sent and collected.
Linked to Customers, Organizations - Purchase bills
Accounts payable header: a vendor invoice received, approved and scheduled for payment.
Linked to Vendors, Organizations, Tax periods - Organizations
Legal entities and business units whose books this app keeps; every document belongs to one organization.
- Record attachments
Parent-agnostic evidence files attached to any business record in this app.
Linked to Team members
- Vendors
Supplier master: who we owe money to, on what payment terms and in what lifecycle state.
Linked to Organizations - Purchase bills
Accounts payable header: a vendor invoice received, approved and scheduled for payment.
Linked to Vendors, Organizations, Tax periods - Purchase bill lines
Coded expense and asset lines that make up a vendor bill.
Linked to Purchase bills, Ledger accounts - Ledger accounts
Chart of accounts: the coded account structure every bill line, invoice line and journal line posts into.
- Tax periods
Accounting calendar with open and closed periods that gate journal posting.
- Review decisions
Approval trail: who approved, rejected or returned a bill, invoice, payment or journal entry, when and under what conditions.
Linked to Team members, Purchase bills, Tax invoices, Payments - Operation receipts
Evidence that an operation actually ran: who triggered it, when, with what result and where the output lives.
Linked to Team members - Record attachments
Parent-agnostic evidence files attached to any business record in this app.
Linked to Team members - Organizations
Legal entities and business units whose books this app keeps; every document belongs to one organization.
- Customers
Customer master: who owes us money, on what invoice terms and in what lifecycle state.
Linked to Organizations - Tax invoices
Accounts receivable header: a customer invoice issued, sent and collected.
Linked to Customers, Organizations - Tax invoice lines
Revenue lines that make up a customer invoice.
Linked to Tax invoices, Ledger accounts - Ledger accounts
Chart of accounts: the coded account structure every bill line, invoice line and journal line posts into.
- Organizations
Legal entities and business units whose books this app keeps; every document belongs to one organization.
- Payments
Money movement in and out of the business, matched to a bill or invoice and reconciled to the bank.
Linked to Vendors, Customers, Purchase bills, Tax invoices - Operation receipts
Evidence that an operation actually ran: who triggered it, when, with what result and where the output lives.
Linked to Team members - Record attachments
Parent-agnostic evidence files attached to any business record in this app.
Linked to Team members
- Payments
Money movement in and out of the business, matched to a bill or invoice and reconciled to the bank.
Linked to Vendors, Customers, Purchase bills, Tax invoices - Purchase bills
Accounts payable header: a vendor invoice received, approved and scheduled for payment.
Linked to Vendors, Organizations, Tax periods - Tax invoices
Accounts receivable header: a customer invoice issued, sent and collected.
Linked to Customers, Organizations - Vendors
Supplier master: who we owe money to, on what payment terms and in what lifecycle state.
Linked to Organizations - Customers
Customer master: who owes us money, on what invoice terms and in what lifecycle state.
Linked to Organizations - Operation receipts
Evidence that an operation actually ran: who triggered it, when, with what result and where the output lives.
Linked to Team members - Record attachments
Parent-agnostic evidence files attached to any business record in this app.
Linked to Team members - Review decisions
Approval trail: who approved, rejected or returned a bill, invoice, payment or journal entry, when and under what conditions.
Linked to Team members, Purchase bills, Tax invoices, Payments
- Journal entries
General ledger header balancing debits and credits for a period.
Linked to Tax periods, Organizations - Journal lines
Debit and credit lines that make up a journal entry.
Linked to Journal entries, Ledger accounts - Ledger accounts
Chart of accounts: the coded account structure every bill line, invoice line and journal line posts into.
- Tax periods
Accounting calendar with open and closed periods that gate journal posting.
- Organizations
Legal entities and business units whose books this app keeps; every document belongs to one organization.
- Record attachments
Parent-agnostic evidence files attached to any business record in this app.
Linked to Team members - Operation receipts
Evidence that an operation actually ran: who triggered it, when, with what result and where the output lives.
Linked to Team members
- Review decisions
Approval trail: who approved, rejected or returned a bill, invoice, payment or journal entry, when and under what conditions.
Linked to Team members, Purchase bills, Tax invoices, Payments - Operation receipts
Evidence that an operation actually ran: who triggered it, when, with what result and where the output lives.
Linked to Team members - Record attachments
Parent-agnostic evidence files attached to any business record in this app.
Linked to Team members - Team members
Finance staff who prepare, review and approve finance operations, with their role and approval limit.
Linked to Organizations - Users
Users
Linked to Users - Organizations
Legal entities and business units whose books this app keeps; every document belongs to one organization.
- Purchase bills
Accounts payable header: a vendor invoice received, approved and scheduled for payment.
Linked to Vendors, Organizations, Tax periods - Tax invoices
Accounts receivable header: a customer invoice issued, sent and collected.
Linked to Customers, Organizations - Payments
Money movement in and out of the business, matched to a bill or invoice and reconciled to the bank.
Linked to Vendors, Customers, Purchase bills, Tax invoices - Journal entries
General ledger header balancing debits and credits for a period.
Linked to Tax periods, Organizations
Keys and references
Preserve the business numbers and the source reference used during import. Resolve links by stable record identifiers rather than a display name. Confirm Organization on Customers, Vendors, purchase bills, tax invoices and journal entries before importing dependent lines. A payment’s entity context follows its linked document and counterparty; check both together.
Use tax invoices.issue date with the agreed tax periods date interval when reviewing output tax. Use purchase bills.tax period when reviewing input tax credit. Retain the inclusion rules for document Status with the review configuration. Keep recorded monetary values within their organization’s base currency context.
Record attachments identifies its parent through parent table name and parent record id. Validate that pair before relying on the file URL. Review decisions can reference a journal through subject type and subject reference; use those values consistently when no direct journal link applies.
Migration order
- Load Organizations, Users and team members and verify the identity and organization mappings.
- Load ledger accounts and tax periods, then Customers and Vendors.
- Load purchase bills and tax invoices, followed by purchase bill lines and tax invoice lines with resolved parent references.
- Load journal entries and their journal lines, then Payments linked to the existing bill or invoice.
- Load historical review decisions, operation receipts and record attachments only with their actual actors, dates and references; reconcile totals and test file access.
Set up Accounting with GST/Tax your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.