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- Water Utility Management
- Data model and import order
The tables behind Water Utility Management
Water Utility Management 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
Water charges:
Water meter runs. Meter, period end, gallons and tariff revision for each run.
Accounting documents:
Accounting documents, document lines, ledger accounts, business partners. Documents with their lines and the accounts they book to.
Review and evidence:
Review decisions, record attachments. Decisions and evidence files per document.
Journals and periods:
Journal entries, journal lines, accounting periods. Balanced postings into periods.
Cash and receivables:
Cash receipts, cash applications. Verified payments and their applications.
Operations control:
Operation receipts. Results of every guarded operation.
Organization and settings:
Organizations, team members, Users, exchange rates.
Every table, by feature
- Water charges3
- Accounting documents4
- Review and evidence4
- Journals and periods4
- Cash and receivables4
- Operations control4
- Shared and settings2
- Water meter runs
Meter reading runs supporting reviewed water charge generation.
Linked to Accounting documents, Organizations - Accounting documents
Water charge, credit, expense and adjustment documents with lifecycle and revision.
Linked to Organizations, Team members, Business partners - Organizations
Utility organizations that own the accounting scope, currency and time zone.
- Accounting documents
Water charge, credit, expense and adjustment documents with lifecycle and revision.
Linked to Organizations, Team members, Business partners - Document lines
Charge lines with quantity, unit price, tax and net amount per ledger account.
Linked to Accounting documents, Ledger accounts - Ledger accounts
Chart of accounts used by document lines and journal lines.
Linked to Organizations - Business partners
Customers, agencies and vendors billed or paid by the utility.
Linked to Organizations
- Review decisions
Independent reviewer decisions recorded against a document revision.
Linked to Accounting documents, Team members - Record attachments
Evidence files attached to an accounting document with visibility scope.
Linked to Accounting documents, Team members - Accounting documents
Water charge, credit, expense and adjustment documents with lifecycle and revision.
Linked to Organizations, Team members, Business partners - Team members
Authenticated platform users with an active membership and role in an organization.
Linked to Organizations, Users
- Journal entries
Balanced journal entries generated from approved documents.
Linked to Accounting documents, Accounting periods - Journal lines
Debit and credit lines of a journal entry with dimension and source line.
Linked to Journal entries, Ledger accounts - Accounting periods
Open, review and closed accounting periods controlling posting eligibility.
Linked to Organizations - Ledger accounts
Chart of accounts used by document lines and journal lines.
Linked to Organizations
- Cash receipts
Verified provider cash receipts available for application.
Linked to Business partners - Cash applications
Applications of verified cash against posted accounting documents.
Linked to Cash receipts, Accounting documents - Accounting documents
Water charge, credit, expense and adjustment documents with lifecycle and revision.
Linked to Organizations, Team members, Business partners - Business partners
Customers, agencies and vendors billed or paid by the utility.
Linked to Organizations
- Operation receipts
Idempotent operation receipts with stable operation key and result state.
Linked to Accounting documents - Accounting documents
Water charge, credit, expense and adjustment documents with lifecycle and revision.
Linked to Organizations, Team members, Business partners - Journal entries
Balanced journal entries generated from approved documents.
Linked to Accounting documents, Accounting periods - Cash applications
Applications of verified cash against posted accounting documents.
Linked to Cash receipts, Accounting documents
Keys and references
Documents, partners, accounts, periods and meter runs belong to an organization. Lines, decisions, attachments, meter runs, journals and operation receipts reference their document. Journal lines and document lines reference ledger accounts. Cash applications reference a receipt and a document. Keep record numbers, partner codes, account codes and provider event identifiers stable and import by them.
Migration order
- Load Organizations, Users and team members.
- Load ledger accounts, business partners and accounting periods.
- Load open accounting documents with document lines and evidence.
- Load posted balances as opening journals into the first open period.
- Load verified cash receipts not yet applied, and open water meter runs.
- Reconcile balances with your current system and test permissions before go-live.
Set up Water Utility Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.