ChartOfAccountTransactions
Retrieves list of all involved transactions for the given account.
Table Specific Information
Select
The add-in uses the Zoho Books API to process WHERE clause conditions built with the following columns and operators:
- ChartAccountId supports the '=' comparison.
- TransactionType supports the '=' comparison.
- Date supports the '=,<,>' comparisons.
- Amount supports the '=,<,<=,>,>=' comparisons.
You can also provide criteria to search for matching uncategorised transactions.
The rest of the filter is executed client-side in the add-in.
For example:
SELECT * FROM ChartOfAccountTransactions WHERE ChartAccountId = '1894553000000003001' AND TransactionType = 'opening_balance'
Columns
| Name | Type | References | SupportedOperators | Description |
| ChartAccountId | String |
ChartOfAccounts.ChartAccountId | Chart of Account Id. | |
| CategorizedTransactionId [KEY] | String | Id of a categorized transaction in chart of account. | ||
| CreditAmount | Decimal | Total amount credited. | ||
| DebitAmount | Decimal | Total amount debited. | ||
| CurrencyCode | String | Currency code of the customer's currency. | ||
| CurrencyId | String |
Currencies.CurrencyId | Currency Id of the customer's currency. | |
| CustomerId | String |
Contacts.ContactId | Id of the customer or vendor. | |
| DebitOrCredit | String | Indicates if transaction is Credit or Debit. | ||
| Description | String | Description of the chart of account transactions. | ||
| EntryNumber | String | Entry number of account transaction. | ||
| Payee | String | Information about the payee. | ||
| TransactionDate | Date | Date of the transaction. | ||
| TransactionId | String |
BankTransactions.TransactionId | Id of the Transaction. | |
| TransactionType | String | Type of transactions.
The allowed values are invoice, customer_payment, bills, vendor_payment, credit_notes, creditnote_refund, expense, card_payment, purchase_or_charges, journal, deposit, refund, transfer_fund, base_currency_adjustment, opening_balance, sales_without_invoices, expense_refund, tax_refund, receipt_from_initial_debtors, owner_contribution, interest_income, other_income, owner_drawings, payment_to_initial_creditors. |
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 | |
| Date | Date | Date range filter of Chart of Account. | |
| Amount | Decimal | Amount of the transaction. |