Tableau Connector for Reckon

Build 24.0.9060

InvoiceLinkedTransactions

Query Reckon Invoice Linked Transactions.

Table Specific Information

Linked transactions are transactions that have been associated with the Invoice specified by the InvoiceId column.

Columns

Name Type References Description
ID [KEY] String The unique identifier in the format InvoiceId|ItemLineId.
InvoiceId String

Invoices.ID

The invoice identifier.
ReferenceNumber String The transaction reference number.
TxnNumber Integer The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
CustomerName String

Customers.FullName

The name of the customer on the invoice. Either CustomerName or CustomerId must have a value when inserting.
CustomerId String

Customers.ID

The Id of the customer on the invoice. Alternatively give this field a value when inserting instead of CustomerName.
Account String

Accounts.FullName

A reference to the accounts-receivable account where the money received from this transaction will be deposited.
AccountId String

Accounts.ID

A reference to the accounts-receivable account where the money received from this transaction will be deposited.
Date Date The date of the transaction. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value.
TransactionId String The Id of the linked transaction.
TransactionAmount Double The amount of the linked transaction.
TransactionDate Date The date of the linked transaction.
TransactionReferenceNumber String The reference number of the linked transaction.
TransactionType String The type of linked transaction.
TransactionLinkType String The link type between the invoice and linked transaction.
TimeModified Datetime When the invoice was last modified.
TimeCreated Datetime When the invoice 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
StartTxnDate String This pseudo column is deprecated and should no longer be used. Earliest transaction date to search for.
EndTxnDate String This pseudo column is deprecated and should no longer be used. Latest transaction date to search for.
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.

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Build 24.0.9060