Power BI Connector for Zoho Books

Build 20.0.7654

BankRules

Fetch all the rules or a specific rule created for a specified bank or credit card account ID.

Table Specific Information

Select

The {i will use the Zoho Books API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the {i.

  • RuleAccountId supports the '=' comparison.
  • RuleId supports the '=' comparison.
For example:
    SELECT * FROM BankRules WHERE RuleAccountId = '1894553000000085382' AND RuleId = '1894553000000085386'

Columns

Name Type References SupportedOperators Description
RuleId [KEY] String Id of the rule.
RuleName String Name of the rule.
RuleOrder Integer Order of rule.
ApplyTo String To whom can rule be applied.
CriteriaType String Type of criteria0.
RecordAs String Entity as which it should be recorded.
RuleAccountId String

BankAccounts.AccountId

ID of the Bank Account.
AccountName String Name of the account.
TaxId String

Taxes.TaxId

Id of a tax.
CustomerId String

Contacts.ContactId

ID of the customer or vendor.
CustomerName String Name of the customer or vendor.
ReferenceNumber String Reference number of a bank rule.
PaymentMode String Mode through which payment is made.
TaxAuthorityId String

Taxes.TaxAuthorityId

ID of a tax authority.
TaxAuthorityName String Name of a tax authority.
TaxExemptionId String ID of a tax exemption.
TaxExemptionCode String Code of a tax exemption.
IsReverseCharge Boolean Check if it is charged reverse.
GstTreatment String Choose whether the bank rule is GST registered/unregistered/consumer/overseas. .
TaxTreatment String VAT treatment for the Bank Rule.
GstNo String GST Number.
HsnOrSac String HSN Code.
DestinationOfSupply String Place where the goods/services are supplied to.

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Build 20.0.7654