Common Data Models

Read Access

Write Access

Accounts

Categories your customer uses to record accounting transactions.

Invoices

An itemized record of goods sold or services provided to a customer.

Bills

An itemized record of goods sold or services provided to a customer.

Customers

An individual or company that buys goods or services from your customer.

Company Info

Standard details such as address, phone number, and company registration.

Bank Accounts

All of your customer bank accounts.

Credit Notes

A reduction that can be applied against one or multiple invoices issued to customers.

Vendors

An individual or company that sells goods or services to your customer.

Tax Rates

The percentage(s) at which an individual or corporation is taxed.

Items

A list of items your customer buys, sells or resells.

Expenses

The direct costs of your customer.

Documents / Attachments

Uploaded files associated with your customer invoices, bills etc.

Invoice Payments

A record of payments associated with your customer invoices.

Bill Payments

A record of payments associated with your customer bills.

Bank Transactions

A record of money that has moved in and out of your customer's bank account.

Journal Entries

Business transactions in the accounting records of your customer.