Accounts
Create, update, delete, and query Reckon Accounts.
Table Specific Information
Select
By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.
Reckon allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can typically be used with only the equals or = comparison. The available columns for Accounts are Id, Name, Type, IsActive, and TimeModified. TimeModified may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. Name may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:
SELECT * FROM Accounts WHERE Name LIKE '%Bank%' AND TimeModified > '1/1/2011' AND TimeModified < '2/1/2011'
Insert
To add an Account, specify the Name and Type fields.
Columns
Name | Type | ReadOnly | References | Description |
ID [KEY] | String | True |
The unique identifier of the account. | |
Name | String | False |
The name of the account. This is required to have a value when inserting. | |
FullName | String | True |
The full name of the account, including any ancestors (parents) in the format Parent:AccountName. | |
Type | String | False |
The type of account. 使用できる値は次のとおりです。ACCOUNTSPAYABLE, ACCOUNTSRECEIVABLE, BANK, COSTOFGOODSSOLD, CREDITCARD, EQUITY, EXPENSE, FIXEDASSET, INCOME, LONGTERMLIABILITY, OTHERASSET, OTHERCURRENTASSET, OTHERCURRENTLIABILITY, OTHEREXPENSE, OTHERINCOME, NONPOSTING | |
SpecialType | String | True |
The special account type in Reckon if applicable. 使用できる値は次のとおりです。AccountsPayable, AccountsReceivable, CondenseItemAdjustmentExpenses, CostOfGoodsSold, DirectDepositLiabilities, Estimates, ExchangeGainLoss, InventoryAssets, ItemReceiptAccount, OpeningBalanceEquity, PayrollExpenses, PayrollLiabilities, PettyCash, PurchaseOrders, ReconciliationDifferences, RetainedEarnings, SalesOrders, SalesTaxPayable, UncategorizedExpenses, UncategorizedIncome, UndepositedFunds | |
Number | String | False |
The bank number of the account. | |
Balance | Double | True |
The total balance of the account, including subaccounts. | |
AccountBalance | Double | True |
The balance of this account only. This balance does not include subaccounts. | |
BankAccount | String | False |
The bank account number for the account (or an identifying note). | |
Description | String | False |
A textual description of the account. | |
IsActive | Boolean | False |
This property indicates whether the object is currently enabled for use by Reckon. | |
ParentName | String | False |
Accounts.FullName |
This is a reference to a parent account. If set to a nonempty string, then this account is a subaccount of its parent. |
ParentId | String | False |
Accounts.ID |
This is a reference to a parent account. If set to a nonempty string, then this account is a subaccount or job of its parent. |
Sublevel | Integer | True |
The number of ancestors the account has. | |
CashFlowClassification | String | True |
Indicates how the account is classified for cash flow reporting.' value='None, Operating, Investing, Financing, NotApplicable. | |
TaxLineName | String | True |
The name of the line on the tax form this account is associated with, if any. Check the CompanyInfo to see which tax form is associated with the company file. | |
TaxLineId | String | False |
The Id of the line on the tax form this account is associated with, if any. Check the CompanyInfo to see which tax form is associated with the company file. | |
TimeModified | Datetime | True |
When the account was last modified. | |
TimeCreated | Datetime | True |
When the account was created. |
Pseudo-Columns
Pseudo Column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
Name | Type | Description |
StartModifiedDate | String |
This pseudo column is deprecated and should no longer be used. Earliest modified date to search for. |
EndModifiedDate | String |
This pseudo column is deprecated and should no longer be used. Latest modified date to search for. |
OpeningBalance | String |
The opening balance of the account (by default 0). Note that this property is only used when adding new accounts to Reckon. |
OpeningDate | String |
The opening balance date of the account. Note that this property is only used when adding new accounts to Reckon. |
ActiveStatus | String |
This pseudo column is deprecated and should no longer be used. Limits the search to active or inactive records only or all records. 使用できる値は次のとおりです。ALL, ACTIVE, INACTIVE, NA デフォルト値はALLです。 |
NameMatchType | String |
This pseudo column is deprecated and should no longer be used. Type of match to perform on name. 使用できる値は次のとおりです。EXACT, STARTSWITH, ENDSWITH, CONTAINS デフォルト値はCONTAINSです。 |