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Finance relationships

Finance Nouns and the relationships that start from them, each read as a sentence from both ends.

Each Relationship below starts from one of these Nouns and reads from both ends: its predicate one way, its inverse the other. Relationships lists the most connected Nouns and every area.

  • Bill owedTo one Organizationinverse billsA Bill is owed to one outside Organization, whose page lists every Bill the Startup owes it.
  • Budget plans one Periodinverse budgetsA Budget plans one Period, read beside the actual Entries that fall in it.
  • Coupon discounts many Offersinverse couponsA Coupon applies only to the Offers it names; an Offer may accept several Coupons.
  • Credit Grant credits one Customerinverse creditGrantsThe Customer whose metered calls spend the balance; credits never move to another Customer.
  • Credit Grant offsets many Invoicesinverse creditGrantsThe Invoices the grant paid toward when they finalized.
  • Instrument heldBy one Holderinverse instrumentsEach Instrument belongs to one Holder, who sees it, its vesting and its documents.
  • Instrument issuedBy one Companyinverse instrumentsAn Instrument is a right in one Company and counts in its fully diluted cap table.
  • Invoice charges one Customerinverse invoicesEach Invoice is owed by one Customer.
  • Meter counts many Eventsinverse meteredByThe Events the Meter counts toward usage billing.
  • Order buys many Offersinverse orderedInAn Order commits to buying one or more Offers once.
  • Pay Run paidBy one Companyinverse payRunsA Pay Run is paid by one Company, the employer of record for everyone in it.
  • Pay Run pays many Humansinverse paidInA Pay Run pays the Humans the Company employs; each employee appears in one run per pay period.
  • Quote acceptedAs one Orderinverse quoteThe Order the Quote becomes when the buyer accepts it before it expires.
  • Quote proposes many Offersinverse quotedInA Quote prices one or more Offers for one buyer.
  • Quote startsSubscription one Subscriptioninverse quoteThe Subscription for a Quote’s recurring lines, started when the Customer accepts it.
  • Share heldBy one Holderinverse sharesEach Share record belongs to one Holder; a transfer writes a new record for the new Holder.
  • Share issuedBy one Companyinverse sharesA Share is issued by one Company and sits on that Company’s cap table.
  • Statement reports one Periodinverse statementsA Statement reports one Period; each closed Period carries its P&L, balance sheet and cash flow.
  • Subscription bills many Invoicesinverse billedForThe Invoices the Subscription issues, one for each period it renews.
  • Subscription renews one Offerinverse subscriptionsA Subscription bills one recurring Offer each Period until canceled.
  • Transaction reconciles many Entriesinverse reconciledByThe ledger Entries the Transaction settles, matched during reconciliation.