BankRules
List, add, update and delete specified bank or credit card account Id.
Table Specific Information
Select
The add-in uses the Zoho Books API to process WHERE clause conditions built with the following columns and operators:
- RuleAccountId supports the '=' comparison.
- RuleId supports the '=' comparison.
The rest of the filter is executed client-side in the add-in.
For example:
SELECT * FROM BankRules WHERE RuleAccountId = '1894553000000085382' AND RuleId = '1894553000000085386'
Columns
| Name | Type | ReadOnly | References | SupportedOperators | Description |
| RuleId [KEY] | String | True |
Id of the rule. | ||
| RuleName | String | False |
Name of the rule. | ||
| RuleOrder | Integer | False |
Order of rule. | ||
| ApplyTo | String | False |
To whom can rule be applied. | ||
| CriteriaType | String | False |
Type of criteria. | ||
| Criterion | String | False |
Criterion. | ||
| RecordAs | String | False |
Entity as which it should be recorded. | ||
| RuleAccountId | String | False |
BankAccounts.AccountId |
Id of the Bank Account. | |
| AccountName | String | False |
Name of the account. | ||
| TaxId | String | False |
Taxes.TaxId |
Id of a tax. | |
| TargetAccountId | String | False |
The account on which the rule has to be applied. | ||
| AccountId | String | False |
BankAccounts.AccountId |
Account which is involved in the rule with the target account. | |
| CustomerId | String | False |
Contacts.ContactId |
Id of the customer or vendor. | |
| CustomerName | String | True |
Name of the customer or vendor. | ||
| ReferenceNumber | String | False |
Reference number of a bank rule. | ||
| PaymentMode | String | True |
Mode through which payment is made. | ||
| ProductType | String | False |
Product Type associated with the Rule. | ||
| TaxAuthorityId | String | False |
Taxes.TaxAuthorityId |
Id of a tax authority. | |
| TaxAuthorityName | String | True |
Name of a tax authority. | ||
| TaxExemptionId | String | False |
Id of a tax exemption. | ||
| TaxExemptionCode | String | True |
Code of a tax exemption. | ||
| IsReverseCharge | Boolean | True |
Check if it is charged reverse. | ||
| VatTreatment | String | False |
VAT treatment for the bank rules. | ||
| GstTreatment | String | True |
Choose whether the bank rule is GST registered/unregistered/consumer/overseas. | ||
| TaxTreatment | String | True |
VAT treatment for the Bank Rule. | ||
| GstNo | String | True |
GST Number. | ||
| HsnOrSac | String | True |
HSN Code. | ||
| DestinationOfSupply | String | True |
Place where the goods/services are supplied to. |