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- Legal Billing & Time Tracking
- Data model
The tables behind Legal Billing & Time Tracking
Legal Billing & Time Tracking ships with 15 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
- 15
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
Every table, by feature
- Accounting documents3
- Business partners and organizations4
- Review and evidence4
- Journal and ledger4
- Reconciliation4
- Operations overview3
- Shared and settings1
- Accounting documents
Central accounting document: readable record number, subject, lifecycle status, business date, gross amount USD, revision and counterparty.
Linked to Organizations, Team members, Business partners - Document lines
Numbered lines attached to an accounting document, carrying the line amount, revision and verification state recorded for that document.
Linked to Accounting documents - Record attachments
Supporting documents attached to a banking instruction.
Linked to Accounting documents, Team members
- Organizations
Banking organizations whose treasury operations are run in this app.
- Business partners
Business partners available to raise accounting documents against, with contact, eligibility note and code.
Linked to Organizations - Team members
Preparers, approvers, auditors and administrators working in the organization.
Linked to Users, Organizations - Users
Users
Linked to Users
- Review decisions
Independent approver decisions recorded against a frozen instruction revision.
Linked to Accounting documents, Team members - Record attachments
Supporting documents attached to a banking instruction.
Linked to Accounting documents, Team members - Operation receipts
Idempotent operation receipts with stable operation keys and actual effect references.
Linked to Accounting documents - Accounting documents
Central accounting document: readable record number, subject, lifecycle status, business date, gross amount USD, revision and counterparty.
Linked to Organizations, Team members, Business partners
- Ledger accounts
Ledger accounts available to accounting documents and journal lines, with account code, currency and active flag.
Linked to Business partners - Journal lines
Debit and credit legs recording which ledger accounts an accounting document moves.
Linked to Accounting documents, Ledger accounts - Accounting documents
Central accounting document: readable record number, subject, lifecycle status, business date, gross amount USD, revision and counterparty.
Linked to Organizations, Team members, Business partners - Exchange rates
Read-only effective exchange rates for this app.
- Reconciliation items
Source-identified provider movements matched against banking instructions.
Linked to Ledger accounts, Accounting documents - Account snapshots
Dated provider balance snapshots for a financial account.
Linked to Ledger accounts - Ledger accounts
Ledger accounts available to accounting documents and journal lines, with account code, currency and active flag.
Linked to Business partners - Accounting documents
Central accounting document: readable record number, subject, lifecycle status, business date, gross amount USD, revision and counterparty.
Linked to Organizations, Team members, Business partners
- Accounting documents
Central accounting document: readable record number, subject, lifecycle status, business date, gross amount USD, revision and counterparty.
Linked to Organizations, Team members, Business partners - Operation receipts
Idempotent operation receipts with stable operation keys and actual effect references.
Linked to Accounting documents - Reconciliation items
Source-identified provider movements matched against banking instructions.
Linked to Ledger accounts, Accounting documents
Keys and references
The accounting document is the central parent for lines, attachments, decisions and receipts. A journal line points to both its document and account. A reconciliation item points to an account and a matched document. Team members connect users and organizations. Preserve provider event and snapshot identifiers during import so repeated source data can be recognized.
Migration order
- Import organizations and users, then active team memberships.
- Import business partners and ledger accounts with stable codes and provider identifiers.
- Bring in opening account snapshots and read-only exchange rates where used.
- Import accounting documents and their supporting lines and attachments.
- Bring in decisions, journal lines, operation receipts and reconciliation items only with their original references.
- Compare counts, amounts and source identifiers before an operating cycle begins.
Set up Legal Billing & Time Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.