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- Lease Finance Operations
- Data model
The tables behind Lease Finance Operations
Lease Finance Operations 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, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Entities and people
Organizations provide legal entity context; Lessors and business partners identify counterparties; team members and Users hold people and access details.
Payables and receivables
Lease invoices and lease invoice lines hold lessor charges. Lease billings and lease billing lines hold partner charges.
Cash and accounting
Lease payments link to source invoices or billings. Journal entries and journal lines use ledger accounts and accounting periods.
Evidence
Review decisions hold decisions, operation receipts hold action results, and record attachments hold files linked to business records.
Every table, by feature
- Lessor invoices8
- Lease billings7
- Payments and reconciliation7
- Journal review6
- Counterparties and entities7
- Evidence and decisions8
- Shared and settings1
- Lease invoices
Lessor lease invoices: amount due, due date, approval status and the balance still payable.
Linked to Lessors, Organizations, Accounting periods - Lease invoice lines
Line detail of a lease invoice, coded to a ledger account.
Linked to Lease invoices, Ledger accounts - Lessors
Counterparties that grant leased assets: lessor master with contact, remittance and tax identity.
Linked to Organizations - Ledger accounts
Chart of ledger accounts used by lease invoice, billing and journal lines.
- Accounting periods
Accounting periods and their open/closed/locked status for lease postings and close.
- 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, Lease invoices, Lease billings, Lease 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
- Lease billings
Lease billings issued under a lease arrangement, with amounts, payment received status and balance outstanding.
Linked to Business partners, Organizations - Lease billing lines
Line detail of a lease billing, coded to a ledger account.
Linked to Lease billings, Ledger accounts - Business partners
Business partner master for lease counterparties and billing contacts.
Linked to Organizations - Organizations
Legal entities and business units whose books this app keeps; every document belongs to one organization.
- Ledger accounts
Chart of ledger accounts used by lease invoice, billing and journal lines.
- Lease payments
Lease payment movements in and out, matched to a lease invoice or billing and reconciled to the bank.
Linked to Lessors, Business partners, Lease invoices, Lease billings - Operation receipts
Evidence that an operation actually ran: who triggered it, when, with what result and where the output lives.
Linked to Team members
- Lease payments
Lease payment movements in and out, matched to a lease invoice or billing and reconciled to the bank.
Linked to Lessors, Business partners, Lease invoices, Lease billings - Lease invoices
Lessor lease invoices: amount due, due date, approval status and the balance still payable.
Linked to Lessors, Organizations, Accounting periods - Lease billings
Lease billings issued under a lease arrangement, with amounts, payment received status and balance outstanding.
Linked to Business partners, Organizations - Lessors
Counterparties that grant leased assets: lessor master with contact, remittance and tax identity.
Linked to Organizations - Business partners
Business partner master for lease counterparties and billing contacts.
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
- Journal entries
General ledger header balancing debits and credits for a period.
Linked to Accounting periods, Organizations - Journal lines
Debit and credit lines that make up a journal entry.
Linked to Journal entries, Ledger accounts - Ledger accounts
Chart of ledger accounts used by lease invoice, billing and journal lines.
- Accounting periods
Accounting periods and their open/closed/locked status for lease postings and close.
- 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
- Lessors
Counterparties that grant leased assets: lessor master with contact, remittance and tax identity.
Linked to Organizations - Business partners
Business partner master for lease counterparties and billing contacts.
Linked to Organizations - Organizations
Legal entities and business units whose books this app keeps; every document belongs to one organization.
- Team members
Finance staff who prepare, review and approve finance operations, with their role and approval limit.
Linked to Organizations - Lease invoices
Lessor lease invoices: amount due, due date, approval status and the balance still payable.
Linked to Lessors, Organizations, Accounting periods - Lease billings
Lease billings issued under a lease arrangement, with amounts, payment received status and balance outstanding.
Linked to Business partners, Organizations - Lease payments
Lease payment movements in and out, matched to a lease invoice or billing and reconciled to the bank.
Linked to Lessors, Business partners, Lease invoices, Lease billings
- 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, Lease invoices, Lease billings, Lease 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 - Team members
Finance staff who prepare, review and approve finance operations, with their role and approval limit.
Linked to Organizations - Lease invoices
Lessor lease invoices: amount due, due date, approval status and the balance still payable.
Linked to Lessors, Organizations, Accounting periods - Lease billings
Lease billings issued under a lease arrangement, with amounts, payment received status and balance outstanding.
Linked to Business partners, Organizations - Lease payments
Lease payment movements in and out, matched to a lease invoice or billing and reconciled to the bank.
Linked to Lessors, Business partners, Lease invoices, Lease billings - Journal entries
General ledger header balancing debits and credits for a period.
Linked to Accounting periods, Organizations
Keys and references
Each charge line points to its parent invoice or billing and a ledger account. A payment may point to a lease invoice or lease billing and its counterparty. A journal line points to an entry and ledger account. Invoices and journal entries carry accounting period or organization context where their fields provide it. Review decisions link to invoices, billings or payments; attachments use parent table name and parent record ID so the team must select the right source record.
Migration order
- Load Organizations, Users and team members, then confirm legal entity and reviewer details.
- Load ledger accounts and accounting periods before coded transaction lines and journal entries.
- Load Lessors and business partners with contacts and payment terms.
- Load lease invoices and lease billings, then their lines and supporting record attachments.
- Load lease payments with source links, followed by journal entries and journal lines.
- Review historical review decisions and operation receipts against their referenced transactions before use.
Set up Lease Finance Operations your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.