Table | Columns |
| action_participant_custom_data_values | - action_id
- division_id
- action_name
- participant_id
- is_company
- display_name
- participant_type_id
- participant_type_name
- field_name
- field_value
|
| action_participants | - action_id
- division_id
- action_name
- participant_type_id
- participant_type_name
- participant_number
- participant_id
- display_name
|
| actions | - action_id
- division_id
- action_name
- action_type_id
- action_type_name
- action_status
- file_reference
- date_created
- current_step
- current_step_duration
- last_activity
- assigned_to_participant_id
- assigned_to_participant_name
- probability
- expected_sale_date
- expected_sale_amount
- currency_code
- sale_status
- actual_sale_date
- actual_sale_amount
- marketing_medium_id
- marketing_event_id
|
| action_types | - action_type_id
- action_type_name
- description
- disabled
- is_billable
|
| applied_payments | - payment_id
- sale_purchase_id
- amount_applied
- credit_id
- credit_applied_date
- write_off_amount
|
| client_billing_invoice_allocations | - gl_allocation_id
- ac_account_id
- sale_purchase_id
- division_id
- entry_type
- participant_id
- display_name
- action_id
- action_name
- amount
- source
- payment_id
- payment_date
- payment_type
- notes
|
| client_billing_invoices | - sale_purchase_id
- division_id
- our_reference
- sale_purchase_date
- payment_due_date
- action_id
- action_name
- invoice_status
- approval_status
- currency_code
- total_inclusive
- total_exclusive
- fee_discount_type
- fee_discount_percentage
- fee_discount_amount
- consolidation_id
|
| client_draft_invoices | - sale_purchase_id
- division_id
- our_reference
- sale_purchase_date
- payment_due_date
- action_id
- action_name
- invoice_status
- approval_status
- currency_code
- total_inclusive
- total_exclusive
- fee_discount_type
- fee_discount_percentage
- fee_discount_amount
|
| contacts | - participant_id
- is_company
- division_id
- first_name
- last_name
- company_name
- display_name
- occupation
- city
- state_province
- post_code
- country_id
- e_mail
- tax_number
- mailing_address_line_1
- mailing_address_line_2
- phone_1
|
| disbursement_entries | - disbursement_id
- template_id
- template_description
- action_id
- disbursement_date
- description
- quantity
- uom_id
- uom_description
- unit_price
- unit_price_includes_tax
- gst_code_id
- gst_percentage
- gst_description
- sale_purchase_id
- sale_invoice_line_item_id
- entered_by_participant_id
- entered_timestamp
- utbms_expense_code
|
| divisions | - division_id
- division_name
- parent_division_id
- department_of_division_id
- participant_id
- is_active
- gst_months_in_period
- gst_accounting_method
- invoice_accounting_method
- cash_accounting_method_natural_allocation_order
|
| participant_custom_data_values | - participant_id
- is_company
- display_name
- participant_type_id
- participant_type_name
- field_name
- field_value
|
| participant_kpis | - participant_id
- last_name
- first_name
- year
- month
- actual_hours
- billable_hours
- total_sales
|
| participant_relationships | - from_participant_id
- from_name
- to_participant_id
- to_name
- relationship
|
| participant_types | - participant_type_id
- participant_type_name
- description
- company_flag_value
- tax_number_alias
|
| related_actions | - action_id
- related_action_id
- created_by_participant_id
- created_timestamp
|
| systemusers | - participant_id
- is_company
- first_name
- last_name
- company_name
- display_name
- occupation
- city
- state_province
- post_code
- country_id
- system_role_id
- system_role_name
- description
|
| time_entries | - time_entry_id
- timekeeper_participant_id
- timekeeper
- division_id
- timesheet_date
- action_id
- action_name
- action_type_id
- action_type_name
- is_billable
- actual_hours
- billable_hours
- utbms_activity_code
- utbms_task_code
- utbms_timekeeper_code
- rate_id
- rate_name
- rate_unit_price
- rate_source
- billable_amount
- sale_purchase_id
- description
- billing_behavior
- quick_code
- quick_code_description
|
dc_{A}_{B} Note: An additional table will be created for each matter custom data collection that contains all its values. | - record_id
- action_id
- acheckbox
- anotherfruit
- appointment
- Datetimefield
- mydate
- test
- test_html
- TestLinkedParticipant
|
| trust_receive_interests | - entry_number
- transaction_id
- transaction_date
- trust_account_number
- trust_account_name
- entered_date
- date_banked
- net_amount
- tax_deduction
- administration_fee
|
| trust_receipts |
- entry_number
- trust_account_number
- trust_account_name
- associated_participant_id
- associated_participant_other
- action_id
- action_memo
- action_amount
- transaction_id
- transaction_date
- payment_received_date
- received_from_address
- entered_by_participant_id
- entered_by_timestamp
- journal_memo
- payment_method
|
| trust_payments | - entry_number
- transaction_id
- transaction_date
- trust_account_number
- trust_account_name
- associated_participant_id
- associated_participant_other
- amount
- total_amount
- entry_by_timestamp
- date_banked
- payment_method
- requested_by_participant_id
- authorized_by_participant_id
|