Accounts
Create, update, delete, and query Reckon Accounts.
Table Specific Information
Select
The following filters support server-side execution. Other filters are executed client-side.
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。 |