Table: Firm
Columns
NameTypeConstraintsDescription
firm_KEYintNOT NULLDatabase assigned primary key for this table.
update__staff_KEYintNOT NULL
update_date_utcdatetimeNOT NULL
CSI_firm_IDintNOT NULL
firm_aliasnvarchar (50)NOT NULL
security_enabledbitNOT NULL
remember_logon_allowedbitNOT NULL
office_KEYintNOT NULLKey from the main office.
name_1nvarchar (250)NOT NULL
name_2nvarchar (250)NOT NULL
federal_tinnvarchar (11)NOT NULLThis field will hold the Fed Tax ID of the firm.
days_to_due_dateintNOT NULLNumber of days to use in calculating due dates.
assess_service_chargebitNOT NULLDefault for new clients.
service_charge_KEYintKey to a Service Charge record.
require_sheet_approvalbitNOT NULLTrue if the approval and posting process is required for Time and Expense Entry.
require_billing_approvalbitNOT NULLTrue if the approval and posting process is required for Billing.
require_receipt_approvalbitNOT NULLTrue if the approval and posting process is required for Receipt Entry.
period_begin_datesmalldatetimeNOT NULL
period_end_datesmalldatetimeNOT NULL
year_begin_datesmalldatetimeNOT NULL
year_end_datesmalldatetimeNOT NULL
accounts_receivable_dunning_1nvarchar (-1)NOT NULLDunning message to print when the oldest outstanding item is 1 period old.
accounts_receivable_dunning_2nvarchar (-1)NOT NULLDunning message to print when the oldest outstanding item is 2 periods old.
accounts_receivable_dunning_3nvarchar (-1)NOT NULLDunning message to print when the oldest outstanding item is 3 periods old.
accounts_receivable_dunning_4nvarchar (-1)NOT NULLDunning message to print when the oldest outstanding item is 4 periods old.
accounts_receivable_dunning_5nvarchar (-1)NOT NULLDunning message to print when the oldest outstanding item is 5 or more periods old.
accounts_receivable_termsnvarchar (-1)NOT NULLPayment terms included on invoices and statements.
this_data_pathnvarchar (260)NOT NULL
invoice__report_definition_KEYintNOT NULLDefault invoice format for new clients.
statement__report_definition_KEYintNOT NULLDefault statement format for new clients
create_date_utcdatetimeNOT NULL
enable_credit_card_processingbitNOT NULLWhether or not Credit Card Processing is enabled.
index_emailbitNOT NULLTrue to index email
invoice_email_subjectnvarchar (255)NOT NULL
statement_email_subjectnvarchar (255)NOT NULL
invoice_email_bodynvarchar (-1)NOT NULL
statement_email_bodynvarchar (-1)NOT NULL
gofileroom_configurationnvarchar (-1)NOT NULLContains GoFileRoom integration configuration data in an xml format.
benefit_year_begin_datesmalldatetimeNOT NULLBegin date of the benefit year.
benefit_year_end_datesmalldatetimeNOT NULLEnd date of the benefit year.
online_bill_pay_enabledbitNOT NULLDetermines whether invoices can be sent to the online bill pay service.
enable_ach_processingbitNOT NULLWhether or not Ach Processing is enabled.
invoice_reference_number_layoutnvarchar (-1)NOT NULLThe XML layout for an invoice reference number.
create_portals_for_new_clientsbitNOT NULLAutomatically create NetClient CS portals for new Clients
create_portals_for_new_prospectsbitNOT NULLAutomatically create NetClient CS portals for new Prospects
create_portals_for_new_staffbitNOT NULLAutomatically create NetStaff CS portals for new Staff
create_file_cabinet_folder_for_new_clientsbitNOT NULLAutomatically create FileCabinet folder for new clients
file_cabinet_data_location_for_new_clientsnvarchar (2048)NOT NULLData path of the FileCabinet in which to create a FileCabinet folder for new clients
require_entry_projectbitNOT NULL
relieve_nonbillable_wipbitNOT NULL
phone_number_formatnvarchar (30)NOT NULL
currency_symbolnvarchar (3)NOT NULLSymbol to use for currency values.
currency_decimal_digitssmallint (5)NOT NULLNumber of digits to support on currency values.
digita_integration_confignvarchar (-1)NOT NULLThe digita integration config is a block of xml (serialized object) which describes the configuration of digita integration.
separate_zero_invoice_numberingbitNOT NULLUse separate invoice numbering sequence for zero amounts.
digita_using_continuous_supplybitNOT NULLThe digita using continuous supply field is a flag which specifies whether or not the user is using continuous supply of service.
Primary key
NameColumnsDescription
PK_Firm$firm_KEYfirm_KEYCLUSTERED
Indexes
NameColumnsDescription
IX_Firm$invoice__report_definition_KEYinvoice__report_definition_KEYIndex supports foreign key FK_Firm__Report_Definition__invoice__report_definition_KEY
IX_Firm$office_KEYoffice_KEY
IX_Firm$service_charge_KEYservice_charge_KEYIndex supports foreign key FK_Firm__Service_Charge__service_charge_KEY
IX_Firm$statement__report_definition_KEYstatement__report_definition_KEYIndex supports foreign key FK_Firm__Report_Definition__statement__report_definition_KEY
Foreign keys
NameColumnsReferenced tableDescription
FK_Firm__Office__office_KEYoffice_KEYOffice
FK_Firm__Report_Definition__invoice__report_definition_KEYinvoice__report_definition_KEYReport_Definition
FK_Firm__Report_Definition__statement__report_definition_KEYstatement__report_definition_KEYReport_Definition
FK_Firm__Service_Charge__service_charge_KEYservice_charge_KEYService_Charge
Incoming foreign keys
NameColumnsReferencing tableDescription
FK_Firm_Dashboard_Layout__Firm__firm_KEYfirm_KEYFirm_Dashboard_Layout
FK_GL_Entry_Export_Option__Firm__firm_KEYfirm_KEYGL_Entry_Export_Option
FK_Outlook_Index_Folder_Firm__Firm__firm_KEYfirm_KEYOutlook_Index_Folder_Firm

Schema diagram