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Standard Views | Financial Transaction
Updated over 3 years ago

View name: rpt.std_financial_transaction

Description: Financial Transactions, one row for each Invoice, Credit or Debit Note

Field

Data Type

Notes

financial_transaction_type

text

"Invoice", "Debit Note", "Credit", "Payment", "Return" or "Recovery"

debit_note_id

integer

References debit_note_id in rpt.debit_note

invoice_id

integer

References invoice_id in rpt.invoice

credit_id

integer

References credit_id in rpt.credit

account_type_id

integer

account_type

text

"Individual" or "Funder"

individual_id

integer

References individual_id in rpt.individual

funder_id

integer

References funder_id in rpt.funder

transaction_date

date

transaction_sub_total

numeric

transaction_tax_total

numeric

transaction_total

numeric

transaction_sub_total + transaction_tax_total

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