This article outlines the tables, and fields that are available for querying in Karbon Practice Intelligence. These tables contain information about clients, client groups, tasks, users, work items, utilization and work hours, etc. If you have any other needs, please let us know in the Karbon Community.

Index

CONTACT_MEMBER_RELATIONSHIP
DIMN_CLIENT
DIMN_CLIENT_GROUP
DIMN_DATE
DIMN_TASK_TYPE
DIMN_USER
DIMN_WORK_ITEM
USER_TIME_ENTRY_DETAIL
USER_WEEKLY_UTILIZATION_SUMMARY
USER_WORK_HOURS_SUMMARY
WORK_ITEM_BUDGET_VS_ACTUAL
WORK_ITEM_DAYS_IN_STATUS
WORK_ITEM_DETAILS
WORK_ITEM_STATUS_HISTORY
CLIENT_EMAIL_CONVERSATION_RESPONSE_DETAIL
CLIENT_EMAIL_INTERACTION_DAILY_SUMMARY
EMAIL_DETAIL
EXTERNAL_BALANCE_SHEET__ASSET
EXTERNAL_BALANCE_SHEET__EQUITY
EXTERNAL_BALANCE_SHEET__LIABILITY
EXTERNAL_BALANCE_SHEET
EXTERNAL_COMPANY__ADDRESS
EXTERNAL_COMPANY__PHONE_NUMBER
EXTERNAL_COMPANY
EXTERNAL_CONTACT
EXTERNAL_INCOME_STATEMENT__COST_OF_SALES
EXTERNAL_INCOME_STATEMENT__INCOME
EXTERNAL_INCOME_STATEMENT__NON_OPERATING_EXPENSES
EXTERNAL_INCOME_STATEMENT__OPERATING_EXPENSES
EXTERNAL_INCOME_STATEMENT
EXTERNAL_INVOICE__LINE_ITEM
EXTERNAL_INVOICE
EXTERNAL_LEDGER
DIMN_ORGANIZATION_MEMBER
BILLING_ITEM
WIP_ITEM
DEFAULT_BILLING_CONTACT
EXPENSE_DETAIL
WORK_ITEM_INTERNAL_TASK_DETAIL
DIMN_CLIENT_ACCOUNTING_DETAIL
MY_WEEK
BUDGET

CONTACT_MEMBER_RELATIONSHIP

This table holds relationships between Karbon contacts. It is used in the Contact filters of Power BI workbooks.

Field	Description
RELATIONSHIP_TYPE	Describes the nature of the relationship. Possible values include self relationship, client group member, and organization member.
CONTACT_ID	The unique identifier of the contact.
CONTACT	The name of the contact.
CONTACT_TYPE	The type of the contact. It can be one of Person, Organisation, or Client Group.
RELATED_CONTACT_ID	The unique identifier of the subordinate contact in the relationship.
RELATED_CONTACT	The name of the subordinate contact in the relationship.
RELATED_CONTACT_TYPE	The type of the subordinate contact in the relationship. It can be one of Person, Organisation, or Client Group.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.
EFFECTIVE_AS_DATE	Date this table was last extracted from its source.

DIMN_CLIENT

This table holds attributes about a client.

Field	Description
CLIENT_ID	The unique identifier of the client.
CLIENT	The name of the client.
DATE_CREATED	The date when the client was created in the system.
CLIENT_TYPE	The type of client. It can be one of Individual (Contact), Organisation, Client Group.
CLIENT_SUBTYPE	This is a further sub classification of a client.
CLIENT_PRIMARY_EMAIL_ADDRESS	The primary email address of the client.
USER_DEFINED_CLIENT_ID	An id created by the user for internal use.
CLIENT_OWNER_USER_ID	The identifier of the User Profile who owns the responsibilities of this client.
CLIENT_OWNER_USER_NAME	The name of the User Profile who owns the responsibilities of this client.
CLIENT_MANAGER_USER_ID	The identifier of the User Profile who manages the responsibilities of this client.
CLIENT_MANAGER_USER_NAME	The name of the User Profile who manages the responsibilities of this client.
PRIVACY_LEVEL	The clients privacy level.
FIRST_NAME	The contact's first name. Does not exist for organizations or client groups.
MIDDLE_NAME	The contact's middle name. Does not exist for organizations or client groups.
LAST_NAME	The contact's last name. Does not exist for organizations or client groups.
PREFERRED_NAME	The contact's preferred name. Does not exist for organizations or client groups.
SUFFIX	The contact's suffix. Does not exist for organizations or client groups.
SALUTATION	The contact's salutation. Does not exist for organizations or client groups.
CLIENT_IDENTIFIER	The identifier of the client.
DESCRIPTION	The description of the client.
PRIMARY_PHONE_NUMBER	The first phone number entered in the starred (primary) contact card (for contacts) or the contact details (for organizations and client groups).
PRIMARY_PHONE_NUMBER_COUNTRY_CODE	The country code of the first phone number entered in the starred (primary) contact card (for contacts) or the contact details (for organizations and client groups).
PRIMARY_WEBSITE	The first website entered in the starred (primary) contact card (for contacts) or the contact details (for organizations and client groups).
PRIMARY_CONTACT_ROLE	The role of the primary contact card (for contacts). Does not exist for organizations or client groups.
PRIMARY_ADDRESS_LINE	The street address of the starred (primary) contact card of the client.
PRIMARY_ADDRESS_CITY	The city of the starred (primary) contact card of the client.
PRIMARY_ADDRESS_STATE_PROVINCE_COUNTY	The state, province or county of the starred (primary) contact card of the client.
PRIMARY_ADDRESS_ZIPCODE	The zipcode of the starred (primary) contact card of the client.
PRIMARY_ADDRESS_COUNTRY_CODE	The country code of the starred (primary) contact card of the client.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.

DIMN_CLIENT_GROUP

This table holds the attributes about the client group.

Field	Description
CLIENT_GROUP_ID	The unique identifier of a client group.
CLIENT_GROUP_NAME	The name of the client group.
CLIENT_ID	The unique identifier of the client who is a member of this group.
CLIENT	The name of the client who is a member of this group.
CLIENT_GROUP_MEMBER_TYPE	The type of client. It can be one of an Individual (Contact), Organisation, or Client Group.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.

DIMN_DATE

This is a date table that allows analysis across different time periods

Field	Description
CALN_DATE	This is the calendar date.
DAY_OF_WEEK	This is the numerical day of the current week. Sunday is considered to be 1.
WEEK_STRT_DATE	The current week's start date (Sun - Sat)
WEEK_END_DATE	The current weekend date. (Sun - Sat)
ISO_DAY_OF_WEEK	This is the ISO numerical day of the calendar date in the current week. Monday is considered to by 1.
ISO_WEEK_STRT_DATE	The current week's start date is as per ISO standards. (MON - SUN)
ISO_WEEK_END_DATE	The current weekend date is as per ISO standards. (MON - SUN)
DAY_OF_WEEK_NAME	The name of the day.
DAY_OF_MNTH	The numerical day of the current month.
DAY_OF_YEAR	The numerical day of the current year.
WEEK_OF_YEAR	The week number of the current year.
CALN_MNTH	The numerical month of the current year.
CALN_MNTH_NAME	The name of the month of the current year.
MNTH_STRT_DATE	The month start date.
MNTH_END_DATE	The month-end date.
PRVS_MNTH_STRT_DATE	The previous month's start date
PRVS_MNTH_END_DATE	The previous month's end date
QRTR_OF_YEAR	The current numerical quarter of the year.
QRTR_STRT_DATE	The quarter start date.
QRTR_END_DATE	The quarter end date.
PRVS_QRTR_STRT_DATE	The previous quarter's start date.
PRVS_QRTR_END_DATE	The previous quarter's end date.
CALN_YEAR	The calendar year.
YEAR_STRT_DATE	The year start date.
YEAR_END_DATE	The year-end date.
PRVS_YEAR_STRT_DATE	The previous year's start date.
PRVS_YEAR_END_DATE	The previous year-end date.

DIMN_TASK_TYPE

This table holds the attributes that define a task type.

Field	Description
TASK_TYPE_ID	The unique identifier for the task type.
TASK_TYPE_NAME	The name of the task type.
IS_TASK_TYPE_BILLABLE	A flag saying whether the task type is billable.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.

DIMN_USER

This table holds the attributes that define a user / employee.

Field	Description
USER_NAME	The name of the user profile.
USER_ID	The unique identifier of the user profile.
USER_JOB_TITLE	The job title of the user profile.
USER_EMAIL_ADDRESS	The email address of the user profile.
CREATED_DATE	The date when the user profile was created in the system.
ACTIVATED_DATE	The date when the user profile was activated in the system.
EXPECTED_BILLABLE_MINUTES	The weekly billable minutes of the user profile is expected to work.
EXPECTED_NONBILLABLE_MINUTES	The weekly non-billable minutes the user profile is expected to work.
STATUS	The status of the user profile.
IS_SUPPORT_USER	A flag indicating whether the user profile is a support user.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.

DIMN_WORK_ITEM

This table holds the attributes that define information about a work item.

Field	Description
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
WORK_TITLE	The title of the work item.
WORK_TYPE	The type of the work item.
CREATED_DATETIME	The date time the work item was created.
START_DATETIME	The date time the work item was started.
DUE_DATETIME	The due DateTime of the work item.
COMPLETED_DATETIME	The DateTime the work item was completed.
PRIMARY_STATUS	The primary status of the work item.
SECONDARY_STATUS	The secondary status of the work item.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.

USER_TIME_ENTRY_DETAIL

This table provides the individual time entries submitted by users

Field	Description
REPORTING_DATE	The date on which the time entry was submitted for.
USER_ID	The unique identifier of the user profile who submitted the time entry.
USER_NAME	The name of the user profile who submitted the time entry.
MINUTES	The amount of time in minutes submitted with the time entry.
TOTAL_COST	The calculated cost for the time entry is based on the minutes, role and task type.
CLIENT_ID	The unique identifier of the client.
CLIENT	The name of the client.
TASK_TYPE_ID	The unique identifier for the task type.
TASK_TYPE	The name of the task type.
IS_BILLABLE	A flag saying whether the task type is billable.
ROLE_ID	The unique identifier of the role performed by the user.
ROLE_NAME	The name of role performed by the user.
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
WORK_ITEM_TITLE	The title of the work item.
WORK_ITEM_TYPE	The type of the work item.
DESCRIPTION	The description added to the submitted time entry.
TIME_ENTRY_ID	The unique ID of the time entry.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.

USER_WEEKLY_UTILIZATION_SUMMARY

This table provides a weekly comparison of the billable/non-billable expected and actual time for user profiles / employees.

Field	Description
REPORTING_WEEK_START_DATE	The start date of the reporting week.
REPORTING_WEEK_END_DATE	The end date of the reporting week.
USER_ID	The unique identifier of the user profile.
USER_NAME	The name of the user profile.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
EXPECTED_BILLABLE_MINUTES	The weekly billable minutes the user profile is expected to work.
ACTUAL_BILLABLE_MINUTES	The weekly billable minutes the user profile actually worked.
EXPECTED_NONBILLABLE_MINUTES	The weekly non-billable minutes the user profile is expected to work.
ACTUAL_NONBILLABLE_MINUTES	The weekly non-billable minutes the user profile actually worked.

USER_WORK_HOURS_SUMMARY

This table provides metrics around the actual time entries for user profiles / employees across different time periods.

Field	Description
REPORTING_DATE	The date as of which the data is representative of.
INTERNAL_CLIENT_ID	The User Profile to which the work item belongs to.
INTERNAL_CLIENT	The name of the User to which the work item belongs to.
USER_ID	The unique identifier of the user profile.
USER_NAME	The name of the user profile.
CLIENT_ID	The unique identifier of the client.
CLIENT	The name of the client.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
TASK_TYPE_ID	The unique identifier for the task type.
TASK_TYPE	The name of the task type.
TASK_TYPE_BILLABLE_FLAG	A flag saying whether the task type is billable.
ROLE_ID	The unique identifier of the role performed by the user.
ROLE_NAME	The name of role performed by the user.
WORK_ITEM_TYPE_ID	The type code of the work item.
WORK_ITEM_TYPE	The type of the work item.
REPORTING_DATE_TIME_MINUTES	Minutes the user logged for the given reporting date.
MTD_TIME_MINUTES	Minutes the user logged this month till reporting date.
QTD_TIME_MINUTES	Minutes the user logged this quarter till reporting date.
YTD_TIME_MINUTES	Minutes the user logged this year till reporting date.
PREVIOUS_MONTH_TIME_MINUTES	Minutes the user logged in the previous month.
PREVIOUS_QUARTER_TIME_MINUTES	Minutes the user logged in the previous quarter.
PREVIOUS_YEAR_TIME_MINUTES	Minutes the user logged in the previous year.
REPORTING_DATE_TIME_COST	The total cost amount is based on the minutes logged by the user for the given reporting date.
MTD_COST	The total cost amount is based on the minutes logged by the user this month till the reporting date.
QTD_COST	The total cost amount is based on the minutes logged by the user this quarter till the reporting date.
YTD_COST	The total cost amount is based on the minutes logged by the user this year till the reporting date.
PREVIOUS_MONTH_COST	The total cost amount is based on the minutes logged by the user in the previous month.
PREVIOUS_QUARTER_COST	The total cost amount is based on the minutes logged by the user in the previous quarter.
PREVIOUS_YEAR_COST	The total cost amount is based on the minutes logged by the user in the previous year.
REPORTING_DATE_RECORD_COUNT	The total number of time entries logged for the given reporting date.
MTD_RECORD_COUNT	The total number of time entries logged this month till reporting date.
QTD_RECORD_COUNT	The total number of time entries logged this quarter till reporting date.
YTD_RECORD_COUNT	The total number of time entries logged this year till reporting date.
PREVIOUS_MONTH_RECORD_COUNT	The total number of time entries logged in the previous month.
PREVIOUS_QUARTER_RECORD_COUNT	The total number of time entries logged in the previous quarter.
PREVIOUS_YEAR_RECORD_COUNT	The total number of time entries logged in the previous year.

WORK_ITEM_BUDGET_VS_ACTUAL

This table compares the budgeted minutes / cost against the actual minutes and costs for work items.

Field	Description
REPORTING_DATE	The date of which the data is representative of.
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
WORK_TITLE	The title of the work item
WORK_TYPE_ID	The type code of the work item.
WORK_TYPE	The type of the work item.
TASK_TYPE_ID	The unique identifier for the task type.
TASK_TYPE	The name of the task type.
TASK_TYPE_BILLABLE_FLAG	A flag saying whether the task type is billable.
ROLE_ID	The unique identifier of the roles performed on the work item.
ROLE_NAME	The name of the roles performed on the work item.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
USER_ID	The unique identifier of the user profile for whom the comparison is done.
USER_NAME	The name of the user profile for whom the comparison is done.
INTERNAL_CLIENT_ID	The User Profile to which the work item belongs to.
INTERNAL_CLIENT	The name of the User to which the work item belongs to.
CLIENT_ID	The client's unique identifier to which the work item belongs to.
CLIENT	The client's name to which the work item belongs to.
BUDGETED_MINUTES	Total minutes budget for the work item.
ACTUAL_MINUTES	The actual minutes spent on the work item.
BUDGETED_COST	The total budgeted cost for the work item.
ACTUAL_COST	The actual cost incurred on the work item.

WORK_ITEM_DAYS_IN_STATUS

This table provides information on the number of days a given work items was in a specific status.

Field	Description
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
WORK_ITEM_TITLE	The title of the work item
WORK_ITEM_CREATED_AT	The DateTime when the work item was created.
ASSIGNED_TO_ID	The user identifier to whom the work item was assigned to.
ASSIGNED_TO	The name of the user to whom the work item was assigned to.
CLIENT_ID	The client's unique identifier to which the work item belongs to.
CLIENT_NAME	The client's name to which the work item belongs to.
USER_ID	The User Profile to which the work item belongs to.
USER_NAME	The name of the User to which the work item belongs to.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
PRIMARY_STATUS_ID	The primary status code in which the work item currently sits.
PRIMARY_STATUS_NAME	The primary status name in which the work item currently sits.
SECONDARY_STATUS_ID	The secondary status code in which the work item currently sits.
SECONDARY_STATUS_NAME	The secondary status name in which the work item currently sits.
STATUS_ENTRY_DATE	The date on which the work item entered the given primary and secondary status.
STATUS_EXIT_DATE	The date on which the work item exited the given primary and secondary status.
DAYS_IN_STATUS	The number of days the work item was in the given primary and secondary status.

WORK_ITEM_DETAILS

This table provides all the details about a work item.

Field	Description
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
REPORTING_DATE	The business date for which the report is run.
WORK_TITLE	The title of the work item
CLIENT_ID	The client's unique identifier to which the work item belongs to.
CLIENT	The client's name to which the work item belongs to.
CLIENT_TYPE	The client's type to which the work item belongs to. Can be one of - Individual, Organization or Client Group.
INTERNAL_CLIENT_ID	The User Profile to which the work item belongs to.
INTERNAL_CLIENT	The name of the User to which the work item belongs to.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
WORK_TYPE_ID	The type code of the work item.
WORK_TYPE	The type of the work item.
PRIMARY_STATUS_ID	The primary status code in which the work item currently sits.
SECONDARY_STATUS_ID	The secondary status code in which the work item currently sits.
PRIMARY_STATUS	The primary status name in which the work item currently sits.
SECONDARY_STATUS	The secondary status name in which the work item currently sits.
CREATED_DATETIME	The date and time when the work item was created.
CREATED_BY_ID	The user profile's unique identifier who created the work item.
CREATED_BY	The user profile's name who created the work item.
START_DATETIME	The date and time when the work item was started. In <timezone>
ASSIGNED_TO_ID	The user profile's unique identifier to whom the work item is currently assigned to.
ASSIGNED_TO	The user profile's name to whom the work item is currently assigned to.
DUE_DATETIME	The date and time when the work item is expected to be completed.
COMPLETED_DATETIME	The date and time when the work item is completed. In <timezone>
COMPLETED_BY_ID	The user profile's unique identifier who completed the work item.
COMPLETED_BY	The user profile's name who completed the work item.
USER_DEFINED_CLIENT_ID	An id created by the user for internal use.
FIXED_FEE_ESTIMATED_COST	The estimated fixed fee cost associated with the work item.
BUDGETED_MINUTES	The budgeted minutes for a work item.
BUDGETED_COST	The budgeted cost for a work item.
EXPENSE_AMOUNT	The total expense amount against the work item.
BILLABLE_EXPENSE_AMOUNT	The billable expense amount against the work item.
TIME_ENTRY_MINUTES	Total time entries in minutes against the work item.
TIME_ENTRY_COST	Total time entry costs against the work item.

WORK_ITEM_STATUS_HISTORY

This table provides the status life cycle of a work item.

Field	Description
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
CHANGED_AT_DATETIME	The DateTime when the status changed from previous to current.
WORK_TITLE	The title of the work item
WORK_TYPE_ID	The id for the work type to which the work item belongs.
WORK_TYPE	The work type name to which the work item belongs.
ASSIGNED_TO_ID	The user identifier to whom the work item was assigned to.
ASSIGNED_TO	The name of the user to whom the work item was assigned to.
CHANGED_BY_ID	The user identifier who changed the work item status.
CHANGED_BY	The name of the user who changed the work item status.
CLIENT_ID	The client's unique identifier to which the work item belongs to.
CLIENT	The client's name to which the work item belongs to.
INTERNAL_CLIENT_ID	The User Profile to which the work item belongs to.
INTERNAL_CLIENT	The name of the User to which the work item belongs to.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
CHANGED_AT_DATE	The date when the status changed from previous to current.
PREVIOUS_PRIMARY_STATUS_ID	The primary status id of the work item before the change.
PREVIOUS_PRIMARY_STATUS	The primary status name of the work item before the change.
PREVIOUS_SECONDARY_STATUS_ID	The secondary status id of the work item before the change.
PREVIOUS_SECONDARY_STATUS	the secondary status name of the work item before the change.
PRIMARY_STATUS_ID	The primary status id of the work item after the change
PRIMARY_STATUS	the primary status name of the work item after the change.
SECONDARY_STATUS_ID	The secondary status id of the work item after the change.
SECONDARY_STATUS	the secondary status name of the work item after the change.
AUTOMATICALLY_UPDATED	Flag indicating if the status change was done by an automator.

CLIENT_EMAIL_CONVERSATION_RESPONSE_DETAIL

This table provides a detailed summary of email responses.

Field	Description
CONTACT	The client's name with who the response email interacted.
CLIENT_MANAGER	The name of the User Profile who manages the responsibilities of this client. Defined on the Details tab of the contact.
CLIENT_MANAGER_ID	The identifier of the User Profile who manages the responsibilities of this client.
CLIENT_OWNER	The name of the User Profile who owns the responsibilities of this client. Defined on the Details tab of the contact.
CLIENT_OWNER_ID	The identifier of the User Profile who owns the responsibilities of this client.
CONTACT_ID	The client's unique identifier with who the response email interacted.
CONTACT_TYPE	The type of client: Individual (Contact), Organisation, Client Group.
CONVERSATION_ID	The ID of the thread of emails in which the response email is included.
EMAIL_SUBJECT	The subject line of the response email.
EMAIL_MESSAGE_ID	The identifier of the response email.
RESPONSE_DATETIME	The timestamp of the response email.
RESPONSE_DIRECTION	The categorization of response email into "sent" or "received". Sent means the email was sent to the client, and received means the email was received by the client.
EMAIL_SENT_BY	The name of the user who sent the response email.
EMAIL_SENT_BY_ID	The identifier of the user who sent the response email.
RESPONSE_TIME_HOURS	The time (in hours) it took the user to respond.
RESPONSE_TIME_MINUTES	The time (in minutes) it took the user to respond.
ACCOUNT_NAME	The tenant's name to whom the email belongs to.
ACCOUNT_ID	The tenant's unique identifier to whom the email belongs to.

CLIENT_EMAIL_INTERACTION_DAILY_SUMMARY

This table summarizes daily email interactions.

Field	Description
INTERACTION_DATE	The date the email was sent.
INTERACTION_DIRECTION	The categorization of email into "sent" or "received". Sent means the email was sent to the client, and received means the email was received by the client.
CONTACT_ID	The client's unique identifier to who the email interacted. Defined on the Details tab of the contact.
EMAIL_SENT_BY_ID	The unique identifier for who sent the email.
ACCOUNT_ID	The tenant's unique identifier to whom the email belongs to.
ACCOUNT_NAME	The tenant's name to whom the email belongs to.
CLIENT_OWNER_ID	The unique identifier of the User Profile who owns the responsibilities of this client.
CLIENT_OWNER	The name of the User Profile who owns the responsibilities of this client. Defined on the Details tab of the contact.
CLIENT_MANAGER_ID	The identifier of the User Profile who manages the responsibilities of this client.
CLIENT_MANAGER	The name of the User Profile who manages the responsibilities of this client. Defined on the Details tab of the contact.
CONTACT	The client's name with who the email interacted.
CONTACT_TYPE	The type of client: Individual (Contact), Organisation, Client Group.
EMAIL_SENT_BY	The name of the user who sent the email.
TOTAL_INTERACTION_COUNT	The count of emails both sent and received.

EMAIL_DETAIL

This table shows all emails from both Karbon Contacts and non-contacts.

Field	Description
ACCOUNT_ID	The tenant's unique identifier to whom the email belongs to.
ACCOUNT_NAME	The tenant's unique identifier to whom the email belongs to.
CONTACT_ID	The client's unique identifier to who the response email interacted with.
CONTACT	The client's name to who the response email interacted with.
CONTACT_TYPE	The type of client: Individual (Contact), Organisation, Client Group.
CONVERSATION_ID	The ID of the thread of emails in which the response email is included.
CLIENT_OWNER_ID	The identifier of the User Profile who owns the responsibilities of this client.
CLIENT_OWNER	The name of the User Profile who owns the responsibilities of this client. Defined on the Details tab of the contact.
CLIENT_MANAGER_ID	The identifier of the User Profile who manages the responsibilities of this client.
CLIENT_MANAGER	The name of the User Profile who manages the responsibilities of this client. Defined on the Details tab of the contact.
EMAIL_SUBJECT	The subject line of the response email.
EMAIL_MESSAGE_ID	The identifier of the response email.
EMAIL_SENT_BY	The name of user who sent the response email.
EMAIL_SENT_BY_ID	The identifier of user who sent the response email.
RESPONSE_TIME_MINUTES	The time (in minutes) it took the user to respond.
RESPONSE_DATETIME	The timestamp of the response email.
RESPONSE_DIRECTION	The categorization of response email into "sent" or "received". Sent means the email was sent to the client, received means the email was received by the client.

EXTERNAL_BALANCE_SHEET__ASSET

This table represents sub-sections of a company's balance sheet listing the assets.

Field	Description
BALANCE_SHEET_ASSET_ID	Unique key.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
BALANCE_SHEET_ID	ID from unified API for the balance sheet to which this report item belongs.
EXTERNAL_BALANCE_SHEET_ASSET_ID	Report item's ID in third party system. This column is not a unique key as it can have null values.
NAME	The report item's name.
VALUE	The report item's value.
SUB_ITEMS	A sub item of this report item. Sub items can have sub items which can have sub items...etc. This column captures this nested hierarchy using a JSON object and data type of variant.
COMPANY_ID	Company ID in unified API.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXTERNAL_BALANCE_SHEET__EQUITY

This table represents sub-sections of a company's balance sheet listing the equity items.

Field	Description
BALANCE_SHEET_EQUITY_ID	Unique key.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
BALANCE_SHEET_ID	ID from unified API for the balance sheet to which this report item belongs.
EXTERNAL_BALANCE_SHEET_EQUITY_ID	Report item's ID in third party system. This column is not a unique key as it can have null values.
NAME	The report item's name.
VALUE	The report item's value.
SUB_ITEMS	A sub item of this report item. Sub items can have sub items which can have sub items...etc. This column captures this nested hierarchy using a JSON object and data type of variant.
COMPANY_ID	Company ID in unified API.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXTERNAL_BALANCE_SHEET__LIABILITY

This table represents sub-sections of a company's balance sheet listing the liabilities.

Field	Description
BALANCE_SHEET_LIABILITY_ID	Unique key.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
BALANCE_SHEET_ID	ID from unified API for the balance sheet to which this report item belongs.
EXTERNAL_BALANCE_SHEET_LIABILITY_ID	Report item's ID in third party system. This column is not a unique key as it can have null values.
NAME	The report item's name.
VALUE	The report item's value.
SUB_ITEMS	A sub item of this report item. Sub items can have sub items which can have sub items...etc. This column captures this nested hierarchy using a JSON object and data type of variant.
COMPANY_ID	Company ID in unified API.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXTERNAL_BALANCE_SHEET

This table contains balance sheets which belong to a company and exist in the third party system.

Field	Description
EXTERNAL_COMPANY_ID	Company ID in third party system.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
BALANCE_SHEET_ID	Unique key. Object ID in unified API.
EXTERNAL_BALANCE_SHEET_ID	Object ID in third party system. This column is not a unique key as it can have null values.
NAME	The report item's name.
CURRENCY	The currency of the balance sheet
COMPANY_ID	ID from unified API for company to which this balance sheet belongs.
DATE	The balance sheet's date. The balance sheet data will reflect the company's financial position at this point in time.
NET_ASSETS	The balance sheet's net assets.
REMOTE_GENERATED_AT	The time this object was generated by the accounting system.
REMOTE_WAS_DELETED	Indicates whether or not this object has been deleted by third party webhooks.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXTERNAL_COMPANY__ADDRESS

This table contains the addresses of contacts or companies in the third party system.

Field	Description
COMPANY_ADDRESS_ID	Unique key.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
COMPANY_ID	ID from unified API for company to which this information belongs.
EXTERNAL_COMPANY_ADDRESS_ID	Object ID in third party system. This column is not a unique key as it can have null values.
STREET_1	Line 1 of the address's street.
STREET_2	Line 2 of the address's street.
CITY	The address's city.
STATE	The address's state or region.
COUNTRY	The address's country.
COUNTRY_SUBDIVISION	The address's state or region.
ZIP_CODE	The address's zip code.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXTERNAL_COMPANY__PHONE_NUMBER

This table contains the phone numbers of contacts or companies in the third party system.

Field	Description
COMPANY_PHONE_NUMBER_ID	Unique key.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
COMPANY_ID	ID from unified API for company to which this information belongs.
EXTERNAL_COMPANY_PHONE_NUMBER_ID	Object ID in third party system. This column is not a unique key as it can have null values.
NUMBER	The company's phone number.
TYPE	The phone number's type. (Ex. “Mobile”)
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXTERNAL_COMPANY

This table represents a company in the third party system. Each company object can have multiple address and phone numbers.

Field	Description
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
COMPANY_ID	Unique key. ID from unified API.
EXTERNAL_COMPANY_ID	Object ID in third party system. This column is not a unique key as it can have null values.
NAME	The company's name.
LEGAL_NAME	The company's legal name.
TAX_NUMBER	The company's tax number.
FISCAL_YEAR_END_MONTH	The company's fiscal year end month.
FISCAL_YEAR_END_DAY	The company's fiscal year end day.
CURRENCY	The currency set in the company's accounting platform.
REMOTE_CREATED_AT	When the third party's object was created.
URLS	The company's urls.
REMOTE_WAS_DELETED	Indicates whether or not this object has been deleted by third party webhooks.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXTERNAL_CONTACT

This table shows contacts listed in the third party system. Contacts can be either a supplier or a customer.

Field	Description
EXTERNAL_COMPANY_ID	ID in third party system for company to which this contact belongs. This column is not a unique key as it can have null values.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
CONTACT_ID	Unique key. ID from unified API for contact.
EXTERNAL_CONTACT_ID	Object ID in third party system. This column is not a unique key as it can have null values.
NAME	The contact's name.
IS_SUPPLIER	True or False if the contact is a supplier.
IS_CUSTOMER	True or False if the contact is a customer.
EMAIL_ADDRESS	The contact's email address.
TAX_NUMBER	The contact's tax number.
STATUS	"The contact's status Possible values include: ACTIVE, ARCHIVED, or - in cases where there is no clear mapping - the original value passed through."
CURRENCY	The currency the contact's transactions are in.
REMOTE_UPDATED_AT	When the third party's object was updated.
COMPANY_ID	ID from unified API for company to which this contact belongs
REMOTE_WAS_DELETED	Indicates whether or not this object has been deleted by third party webhooks.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXTERNAL_INCOME_STATEMENT__COST_OF_SALES

This table contains cost of sales items within an income statement.

Field	Description
INCOME_STATEMENT_COST_OF_SALES_ID	Unique key.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
INCOME_STATEMENT_ID	ID from unified API for the income statement to which this report item belongs.
EXTERNAL_INCOME_STATEMENT_COST_OF_SALES_ID	Report item's ID in third party system. This column is not a unique key as it can have null values.
NAME	The report item's name.
VALUE	The report item's value.
SUB_ITEMS	A sub item of this report item. Sub items can have sub items which can have sub items...etc. This column captures this nested hierarchy using a JSON object and data type of variant.
ACCOUNT_ID	Company ID in unified API.
ACCOUNT_NAME	The tenant's unique identifier to whom this data belongs to.

EXTERNAL_INCOME_STATEMENT__INCOME

This table contains income items within an income statement.

Field	Description
INCOME_STATEMENT_INCOME_ID	Unique key.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
INCOME_STATEMENT_ID	ID from unified API for the income statement to which this report item belongs.
EXTERNAL_INCOME_STATEMENT_INCOME_ID	Report item's ID in third party system. This column is not a unique key as it can have null values.
NAME	The report item's name.
VALUE	The report item's value.
SUB_ITEMS	A sub item of this report item. Sub items can have sub items which can have sub items...etc. This column captures this nested hierarchy using a JSON object and data type of variant.
ACCOUNT_ID	Company ID in unified API.
ACCOUNT_NAME	The tenant's unique identifier to whom this data belongs to.

EXTERNAL_INCOME_STATEMENT__NON_OPERATING_EXPENSES

This table contains non-operating expense items within an income statement.

Field	Description
INCOME_STATEMENT_NON_OPERATING_EXPENSES_ID	Unique key.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
INCOME_STATEMENT_ID	ID from unified API for the income statement to which this report item belongs.
EXTERNAL_INCOME_STATEMENT_NON_OPERATING_EXPENSES_ID	Report item's ID in third party system. This column is not a unique key as it can have null values.
NAME	The report item's name.
VALUE	The report item's value.
SUB_ITEMS	A sub item of this report item. Sub items can have sub items which can have sub items...etc. This column captures this nested hierarchy using a JSON object and data type of variant.
ACCOUNT_ID	Company ID in unified API.
ACCOUNT_NAME	The tenant's unique identifier to whom this data belongs to.

EXTERNAL_INCOME_STATEMENT__OPERATING_EXPENSES

This table contains operating expense items within an income statement.

Field	Description
INCOME_STATEMENT_OPERATING_EXPENSES_ID	Unique key.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
INCOME_STATEMENT_ID	ID from unified API for the income statement to which this report item belongs.
EXTERNAL_INCOME_STATEMENT_OPERATING_EXPENSES_ID	Report item's ID in third party system. This column is not a unique key as it can have null values.
NAME	The report item's name.
VALUE	The report item's value.
SUB_ITEMS	A sub item of this report item. Sub items can have sub items which can have sub items...etc. This column captures this nested hierarchy using a JSON object and data type of variant.
ACCOUNT_ID	Company ID in unified API.
ACCOUNT_NAME	The tenant's unique identifier to whom this data belongs to.

EXTERNAL_INCOME_STATEMENT

This table contains income statements which belong to a company.

Field	Description
EXTERNAL_COMPANY_ID	ID in third party system for company to which this object belongs. This column is not a unique key as it can have null values.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
INCOME_STATEMENT_ID	Unique key.
EXTERNAL_INCOME_STATEMENT_ID	Object ID in third party system. This column is not a unique key as it can have null values.
NAME	The income statement's name.
CURRENCY	The income statement's currency.
COMPANY_ID	ID from unified API for the company to which this object belongs.
START_PERIOD	The income statement's start period.
END_PERIOD	The income statement's end period.
GROSS_PROFIT	The income statement's gross profit.
NET_OPERATING_INCOME	The income statement's net operating profit.
NET_INCOME	The income statement's net income.
REMOTE_WAS_DELETED	Indicates whether or not this object has been deleted by third party webhooks.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXTERNAL_INVOICE__LINE_ITEM

This table contains line items which are the sub-components of an invoice. Line items detail the amounts billed to accounts.

Field	Description
EXTERNAL_COMPANY_ID	ID in third party system for the company to which this object belongs. This column is not a unique key as it can have null values.
EXTERNAL_INVOICE_ID	ID in third party system for the invoice to which this object belongs. This column is not a unique key as it can have null values.
EXTERNAL_LEDGER_ID	ID in third party system for the ledger to which this object belongs. This column is not a unique key as it can have null values.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
INVOICE_LINE_ITEM_ID	Unique key.
EXTERNAL_INVOICE_LINE_ITEM_ID	Object ID in third party system. This column is not a unique key as it can have null values.
DESCRIPTION	The line item's description.
UNIT_PRICE	The line item's unit price.
QUANTITY	The line item's quantity.
TOTAL_AMOUNT	The line item's total amount.
CURRENCY	The object's currency.
EXCHANGE_RATE	The line item's exchange rate.
LEDGER_ID	ID from unified API for the ledger to which this object belongs.
COMPANY_ID	ID from unified API for the company to which this object belongs.
INVOICE_ID	ID from unified API for the invoice to which this object belongs.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXTERNAL_INVOICE

This table contains invoices to a company. Invoices can have multiple invoices line items.

Field	Description
EXTERNAL_COMPANY_ID	ID in third party system for the company to which this object belongs. This column is not a unique key as it can have null values.
EXTERNAL_CONTACT_ID	ID in third party system for the contact to which this object belongs. This column is not a unique key as it can have null values.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
INVOICE_ID	Unique key.
EXTERNAL_INVOICE_ID	Object ID in third party system. This column is not a unique key as it can have null values.
TYPE	The invoice's type. Possible values include: ACCOUNTS_RECEIVABLE, ACCOUNTS_PAYABLE, or - in cases where there is no clear mapping - the original value passed through.
CONTACT_ID	ID from unified API for the contact to which this object belongs.
NUMBER	The invoice's number.
ISSUE_DATE	The invoice's issue date.
DUE_DATE	The invoice's due date.
PAID_ON_DATE	The invoice's paid date.
MEMO	The invoice's private note.
COMPANY_ID	ID from unified API for the company to which this object belongs.
CURRENCY	The object's currency.
TOTAL_DISCOUNT	The invoice's total discount.
SUB_TOTAL	The invoice's sub-total.
TOTAL_TAX_AMOUNT	The invoice's total tax amount.
TOTAL_AMOUNT	The invoice's total amount.
BALANCE	The invoice's remaining balance.
REMOTE_UPDATED_AT	When the third party's object was updated.
REMOTE_WAS_DELETED	Indicates whether or not this object has been deleted by third party webhooks.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXTERNAL_LEDGER

This table contains ledgers which businesses use to track transactions.

Field	Description
EXTERNAL_COMPANY_ID	ID in third party system for the company to which this object belongs. This column is not a unique key as it can have null values.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
LEDGER_ID	Unique key.
EXTERNAL_LEDGER_ID	Object ID in third party system. This column is not a unique key as it can have null values.
LEDGER_NAME	The ledger's name.
DESCRIPTION	The ledger's description.
CLASSIFICATION	The ledgers classification. Possible values include: ASSET, EQUITY, EXPENSE, LIABILITY, REVENUE, or - in cases where there is no clear mapping - the original value passed through.
TYPE	The ledger's type.
STATUS	The ledgers status. Possible values include: ACTIVE, PENDING, INACTIVE, or - in cases where there is no clear mapping - the original value passed through.
CURRENT_BALANCE	The ledger's current balance.
CURRENCY	The object's currency.
LEDGER_NUMBER	The ledger's number.
PARENT_LEDGER_ID	ID from unified API for the parent ledger.
COMPANY_ID	ID from unified API for the company to which this object belongs.
REMOTE_WAS_DELETED	Indicates whether or not this object has been deleted by third party webhooks.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

DIMN_ORGANIZATION_MEMBER

This table shows the relationships between organizations and people (i.e. contacts)

Field	Description
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.
ORGANIZATION	The name of the organization (one of three subtypes of clients.)
ORGANIZATION_ID	The organization's unique identifier.
PERSON	The name of an individual (contact) added in Karbon
PERSON_ID	The individual's (contacts) unique identifer.
REPORTING_DATE	The date as of which the data is representative of.

BILLING_ITEM

This table shows the summary of billed items at the invoice line level.

Field	Description
BILLING_ITEM_ID	The unique identifier for each line of an invoice, billable amount, and billed amount.
INVOICE_APPROVED_DATE	The date the invoice was approved.
INVOICE_APPROVED_AT	The timestamp the invoice was approved.
TIME_ENTRY_ID	The unique identifier for time entries.
EXPENSE_ID	The unique identifier for expenses.
BILLING_ITEM_TYPE	The type of the billing item which can be work item, person, organization, client group, time entry, or expense.
BILLING_TYPE	How this work is billed to the client. Possible values include Fixed Fee, Time and Materials, and Non-billable Fee.
RECORDED_AND_BILLED_AMOUNT	The amount on invoice, not including adjustments.
BILLED_AMOUNT	The final amount on invoice.
INVOICE_NUMBER	The number of the invoice as seen in app.
INVOICE_ID	The unique identifier for the invoice.
INVOICE_LINE_ID	The unique identifier for each line item in the invoice.
INVOICE_STATUS_ID	The corresponding identifier for each of the five invoice statuses.
INVOICE_STATUS	The status of the invoice. Possible statuses include; Draft, Approved, Awaiting Payment, Paid, Exported, Voided
IS_BILLED	Current status of the invoice is any status besides Draft or Voided.
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
WORK_ITEM_TITLE	The title of the work item.
CLIENT_ID	The unique identifier of the client.
CREATED_BY_USER_ID	The unique identifier for the user who created the invoice.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

WIP_ITEM

This table is a daily historic record of WIP.

Field	Description
ENTITY_ID	The unique identifier of the entity
ENTITY_TYPE	The type of entity. Possible types of entities include work item, client, time entry, and expense.
WORK_ITEM_ID	The work item's unique identifier assoicated with the WIP.
WORK_TITLE	The work item's title assoicated with the WIP.
CLIENT_ID	The client's unique identifier associated with the WIP.
BILL_TO_CONTACT_ID	The default billing contact's unique identifier. This is customizable to each client in the billing settings.
CLIENT	The client's name to who the WIP is associate with.
BILL_TO_CONTACT	The default billing contact's name. This is customizable to each client in the billing settings.
BILLING_TYPE	The billing type associated with the entity. Possible types include Time and Materials and Fixed Fee.
TIME_RECORDED_AMOUNT	The total amount for the recorded time on work items or clients that are still in WIP.
TIME_BILLED_AMOUNT	The amount that was billed on items in WIP, including adjustments (Time Billed Amount = Time Recorded and Billed + Time Write On/Off
TIME_RECORDED_AND_BILLED_AMOUNT	The amount that was billed on items in WIP, excluding adjustments.
TIME_ADJUSTMENT_AMOUNT	The amount written on or off on the invoice.
TIME_WIP_AMOUNT	The difference between the Time Billed and Total Recorded (Time WIP = Time Recorded - Fixed Fee)
FIXED_FEE_BILLED_AMOUNT	The amount of fixed fees from WIP that is still billable (Fixed Fee Billable = Fixed Fee - Fixed Fee Billed)
FIXED_FEE_AMOUNT	The total fixed fee for work items in WIP.
FIXED_FEE_WIP_AMOUNT	The difference between the Fixed Fee and Total Recorded (Fixed Fee WIP = Total Recorded - Fixed Fee)
EXPENSE_AMOUNT	The total expenses added to work items or clients.
EXPENSE_BILLED_AMOUNT	The amount of expenses billed, including adjustments.
EXPENSE_RECORDED_AND_BILLED_AMOUNT	The amount of expense billed, excluding adjustments.
EXPENSE_WIP_AMOUNT	The total amount of expenses that are still billable to the client for WIP (Expenses Billable WIP = Expenses Amount - Expenses Billed)
TOTAL_WIP_AMOUNT	The combination of Time WIP, Fixed Fee WIP, and Expense WIP.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.

DEFAULT_BILLING_CONTACT

This table shows the default billing contact for a corresponding entity.

Field	Description
ENTITY_ID	The unique identifier of the entity
ENTITY_TYPE	The type of entity. Possible types of entities include person, client group, work item, and organization.
CONTACT	The name of the client/contact, when applicable.
WORK_TITLE	The name of the work item, when applicable.
BILL_TO_CONTACT_ID	The default billing contact's unique identifier.
BILL_TO_CONTACT_TYPE	The default billing contact's type.
BILL_TO_CONTACT	The default billing contact's name.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXPENSE_DETAIL

This table shows a record of all expenses on work items or clients.

Field	Description
BUSINESS_DATE	Date this table was last extracted from it's source.
EXPENSE_ID	The unique identifier for the expense.
CREATED_DATETIME	Date the expense was created.
DESCRIPTION	The description that was added to the expense.
EXPENSE_AMOUNT	The amount added as the cost amount to the expense.
BILLABLE_AMOUNT	The amount added as the billable amount to the expense.
CREATED_BY_ID	The user profile's unique identifier who created the work item.
CREATED_BY	The user profile's name who created the work item.
WORK_ITEM_ID	The unique identifier for the work item that the expense was assigned to.
WORK_TITLE	The title of the work item.
BILLING_TYPE	How this work is billed to the client. Possible values include Fixed Fee, Time and Materials, and Non-billable Fee.
CLIENT_ID	The unique identifier of the client that the expense was assigned to.
CLIENT_FULL_NAME	The name of the client.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

WORK_ITEM_INTERNAL_TASK_DETAIL

This table shows a record of all tasks created on work items.

Field	Description
INTERNAL_TASK_ID	The unique identifier of the task in a work item.
INTERNAL_TASK_TITLE	The name of the task.
WORK_ITEM_ID	The unique identifier for the work item to which the task belongs.
WORK_TITLE	The title of the work item to which the task belongs.
ASSIGNED_TO_ID	The user identifier to whom the task is assigned.
ASSIGNED_TO	The name of the user to whom the work item was assigned to.
COMPLETED_BY	The user name of whom the task was completed by.
COMPLETED_BY_ID	The user identifier of whom the task was completed by.
ROLE_ID	The unique identifier of the role specified for the task.
ROLE_NAME	The name of role performed by the user.
TASK_TYPE_ID	The unique identifier for the task type.
TASK_TYPE	The name of the task type.
SECTION_ID	The unique identifier of the section within the work item to which the tasks belongs.
SECTION_NAME	The name of the section within the work item to which the tasks belongs.
PRIMARY_STATUS_ID	The unique identifier of the primary status of the task.
PRIMARY_STATUS	The name of the primary status of the task.
SECONDARY_STATUS_ID	The unique identifier of the secondary status of the work item.
SECONDARY_STATUS	The name of the secondary status of the work item.
CREATED_DATETIME	The date the task was created.
DUE_DATETIME	The date the task was due.
COMPLETED_DATETIME	The date the task was completed.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

DIMN_CLIENT_ACCOUNTING_DETAIL

This table shows many of the fields found in the accounting details section on the Detail tab for a Contact.

CLIENT_ID	The unique identifier of the client.
LEGAL_NAME	Legal name of the client as entered in the accounting details of the client.
TRADING_NAME	Trading name of the client as entered in the accounting details of the client.
BUSINESS_NAME	Business name of the client as entered in the accounting details of the client.
TAX_COUNTRY_CODE	Tax country code of the client as entered in the accounting details of the client.
PROVISIONAL_TAX_BASIS	Provisional tax basis of the client as entered in the accounting details of the client.
PROVISIONAL_TAX_RATIO	Provisional tax ratio of the client as entered in the accounting details of the client.
LINE_OF_BUSINESS	Line of business of the client as entered in the accounting details of the client.
SELLS	Drop down selection to indicate whether the client sells services, products, both or other, as entered in the accounting details of the client
REVENUE_MODEL	Drop down selection to indicate the revenue model of the client, as entered in the accounting details of the client
ANNUAL_REVENUE	Annual revenue of the client, as entered in the accounting details of the client
ORGANIZATION_BUSINESS_ENTITY_TYPE	Drop down selection to indicate the organization business entity type of the client, as entered in the accounting details of the client
ORGANIZATION_VALUATION	Organization valuation, as entered in the accounting details of the organization
INCORPORATION_DATE	Incorporation date, as entered in the accounting details of the organization
INCORPORATION_STATE	Incorporation state, as entered in the accounting details of the organization
CONTACT_SALUTATION	Contact Salutation, as entered in the accounting details for contacts.
USER_DEFINED_IDENTIFIER	User Defined Identifier, as entered in the accounting details for contacts.
FINANCIAL_YEAR_END_DAY	Financial year end day of the client, as entered in the accounting details -> tax section of the client
FINANCIAL_YEAR_END_MONTH	Financial year end month of the client, as entered in the accounting details -> tax section of the client
SALES_TAX_BASIS	Sales tax basis of the client, as entered in the accounting details -> tax section of the client
SALES_TAX_PERIOD	Sales tax period of the client, as entered in the accounting details -> tax section of the client
INCOME_TAX_INSTALLMENT_PERIOD	Income tax installment period of the client, as entered in the accounting details -> tax section of the client
SERVICES	Services of the client, as entered in the accounting details -> tax section of the client
ACCOUNT_ID	The tenant's name to whom the email belongs to.
ACCOUNT_NAME	The tenant's unique identifier to whom the email belongs to.

MY_WEEK

This model contains the underlying data from MyWeek in app.

MY_WEEK_ITEM_ID	The unique identifier for My Week entries.
WORK_ITEM_ID	The unique identifier for the related work item
EMAIL_CONVERSATION_ID	The unique identifier for email conversations
NOTE_ID	The unique identifier for note.
ENTITY_TYPE	The type of entity. Possible types of entities include work item, client, time entry, and expense.
WORK_TITLE	The title of the work item.
USER_ID	The unique identifier of the user profile.
USER_NAME	The name of the user profile.
CLIENT_ID	The unique identifier of the client.
CLIENT_TYPE	This field specifies whether the client is a contact, organization or client group.
CLIENT	The name of the client.
MY_WEEK_BIN_TYPE	The title of the my_week_bin_type_id
PLANNED_WEEK	The week selected in My Week, calculated by using the my_week_bin_value.
ACCOUNT_ID	The tenant's name to whom the email belongs to.
ACCOUNT_NAME	The tenant's unique identifier to whom the email belongs to.

BUDGET

This model provides a detailed view of budgets estimates added to work items.

EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
BUDGET_ID	The unique identifier for each budget estimate added to a work item.
MY_WEEK_ITEM_ID	The unique identifier for My Week entries.
WORK_ITEM_ID	The unique identifier for the work item to which the budget belongs to.
WORK_ITEM	The title of the work item.
USER_ID	The unique identifier of the user profile.
USER_NAME	The name of the user profile.
TASK_TYPE_ID	The unique identifier for the task type.
TASK_TYPE	The name of the task type.
BILLING_TYPE_ID	The unique identifier for the billing type.
BILLING_TYPE	The name of the billing type.
ROLE_ID	The unique identifier of the roles performed on the work item.
ROLE_NAME	The name of the roles performed on the work item.
IS_BILLABLE	A flag saying whether the task type is billable.
BUDGET_MINUTES	The amount of time (in minutes) that is entered on a budget estimate.
HOURLY_RATE	The hourly rate that is set on a budget estimate. There is the option to chose the default hourly rate of the specified role or a customized rate.
BUDGET_AMOUNT	The final montary amount of the budget estimate based on the entered estimated time and hourly rate.
FIXED_FEE_AMOUNT	The fixed fee associated with a work item.
ACCOUNT_ID	The tenant's name to whom the email belongs to.
ACCOUNT_NAME	The tenant's unique identifier to whom the email belongs to.
MODIFIED_DATE	The timestamp that the record was last modified at.