Pennylane (Redshift) - General Ledger & Trial Balance
Why syncing my Pennylane to Whaly?
Syncing your Pennylane account can be useful for various cases:
Consolidate your customer database (Postgres, CRM) and the status of your customer payments
Track and share your company revenue internally
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Which Pennylane data is synced by Whaly?
Whaly 🐳 is currently syncing the following data:
Referential
Company: Companies are business whose accounts are tracked within Pennylane.
General Ledger: The book in which company transactions are recorded.
Analytical Ledger: The book in which company transactions are recorded with analytical tags.
Trial Balance: This is the trial balance of the companies.
Customer Invoices: Customer invoices are invoices sent to your customers.
Supplier Invoices: Supplier invoices are invoices received from your suppliers.
You can find the relationship between all those objects here.
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