Tableau Connector for Reckon

Build 24.0.9060

Transactions

Query Reckon transactions. You may search the Transactions using a number of values including Type, Entity, Account, ReferenceNumber, Item, Class, Date, and TimeModified.

Columns

Name Type References Description
ID [KEY] String The unique identifier of the transaction.
TxnLineId String The id of the individual line item.
Type String The transaction type of the result.
Date Datetime The date of the transaction.
Entity String The name of the entity associated with the transaction. For example, the name of a customer, vendor, employee, or other name.
EntityId String The Id of the entity associated with the transaction. For example, the name of a customer, vendor, employee, or other name.
AccountName String

Accounts.Name

The name of the account associated with the transaction.
AccountId String

Accounts.ID

The Id of the account associated with the transaction.
ReferenceNumber String The reference number of the transaction, if applicable.
Amount String The amount of the transaction.
Memo String The memo appearing on the transaction.
TimeModified Datetime When the transaction was last modified.
TimeCreated Datetime When the transaction 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
ItemName String The item name appearing in the transaction.
ItemId String The item Id appearing in the transaction.
ClassName String The class name applied to the transaction.
ClassId String The class Id applied to the transaction.
PostingStatus String The posting status of transactions to return.

The allowed values are Either, NonPosting, Posting.

The default value is Either.

IsPaid String The paid status of transactions to return. Enter either true or false.
DetailLevel String The level of detail to use when filtering objects.

The allowed values are All, AllExceptSummary, SummaryOnly.

The default value is SummaryOnly.

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Build 24.0.9060