接続の確立

Reckon Accounts Hosted への接続を追加

Reckon Accounts Hosted への接続を追加するには：

アプリケーションコンソールで、接続ページに移動します。
接続の追加パネルで、追加したい接続のアイコンを選択します。
Reckon Accounts Hosted アイコンが利用できない場合は、Add More アイコンをクリックしてCData サイトからReckon Accounts Hosted コネクタをダウンロードおよびインストールします。

必須プロパティについては、設定タブを参照してください。

通常必須ではない接続プロパティについては、高度な設定タブを参照してください。

Reckon Accounts Hosted への接続

Reckon Accounts Hosted はOAuth 認証のみサポートします。すべてのOAuth フローで、この認証を有効にするにはAuthScheme をOAuth に設定する必要があります。

以下のサブセクションでは、3つの一般的な認証フローでのReckon Accounts Hosted への認証について詳しく説明します。

デスクトップ：ユーザーのローカルマシン上でのサーバーへの接続で、テストやプロトタイピングによく使用されます。埋め込みOAuth またはカスタムOAuth で認証されます。
Web：共有ウェブサイト経由でデータにアクセスします。カスタムOAuth でのみ認証されます。
ヘッドレスサーバー：他のコンピュータやそのユーザーにサービスを提供する専用コンピュータで、モニタやキーボードなしで動作するように構成されています。埋め込みOAuth またはカスタムOAuth で認証されます。

カスタムOAuth アプリケーションの作成についての情報と、埋め込みOAuth 認証情報を持つ認証フローでもカスタムOAuth アプリケーションを作成したほうがよい場合の説明については、カスタムOAuth アプリケーションの作成を参照してください。

Reckon Accounts Hosted で利用可能な接続文字列プロパティの全リストは、Connection を参照してください。

アクセストークンの期限が切れたときは、Sync App は自動でアクセストークンをリフレッシュします。

OAuth アクセストークンの自動リフレッシュ：

Sync App がOAuth アクセストークンを自動的にリフレッシュするようにするには、次のように設定します。

はじめてデータに接続する際、次の接続プロパティを設定します。
- InitiateOAuth： REFRESH。
- OAuthClientId：アプリケーション設定のクライアントId。
- OAuthClientSecret：アプリケーション設定のクライアントシークレット。
- OAuthAccessToken：GetOAuthAccessToken によって返されたアクセストークン。
- OAuthSettingsLocation：Sync App がOAuth 値を保存する場所のパス。これは接続間で維持されます。
その後のデータ接続では、以下を設定します。
- InitiateOAuth
- OAuthSettingsLocation

OAuth アクセストークンの手動リフレッシュ：

OAuth アクセストークンを手動でリフレッシュするために必要な唯一の値は、OAuth リフレッシュトークンです。

ExpiresIn 期間（GetOAuthAccessToken が返す）が経過した後にOAuthAccessToken を手動でリフレッシュするには、RefreshOAuthAccessToken ストアドプロシージャを呼び出します。
次の接続プロパティを設定します。
- OAuthClientId：アプリケーション設定のクライアントId。
- OAuthClientSecret：アプリケーション設定のクライアントシークレット。
RefreshOAuthAccessToken を呼び出し、OAuthRefreshToken にGetOAuthAccessToken によって返されたOAuth リフレッシュトークンを設定します。
新しいトークンが取得できたら、OAuthAccessToken プロパティにRefreshOAuthAccessToken によって返された値を設定します。これで新規接続が開かれます。

OAuth リフレッシュトークンを保存し、OAuth アクセストークンの有効期限が切れた後に手動でリフレッシュできるようにします。

高度な機能

このセクションでは、Reckon Accounts Hosted Sync App の高度な機能を厳選して説明します。

ユーザー定義ビュー

Sync App を使用すると、事前設定されたクエリによって内容が決定されるユーザー定義ビューと呼ばれる仮想テーブルを定義できます。このビューは、ドライバーに発行されるクエリを直接制御できない場合に有効です。カスタムビューの作成と設定の概要については、ユーザー定義ビューを参照してください。

SSL の設定

SSL の設定を使用して、Sync App が証明書のネゴシエーションをどのように扱うかを調整します。さまざまな証明書形式を選択できます。詳しくは、接続文字列オプションにあるSSLServerCert プロパティを参照してください。

ファイアウォールとプロキシ

Windows プロキシとHTTP プロキシを含むファイアウォールとプロキシに合致するようSync App を設定します。トンネル接続を設定することもできます。

クエリ処理

Sync App は、Reckon Accounts Hosted にできるだけ多くのSELECT ステートメント処理をオフロードし、残りのクエリをクライアント側のインメモリで処理します。

詳しくはクエリ処理を参照してください。

ログ

CData ログを調整するために使用可能な設定の概要については、ログを参照してください。基本的なロギングでは、次の2つの接続プロパティを設定するだけです。LogModules 接続プロパティを使用してログに記録する情報のサブセットを選択できる、より洗練されたロギングをサポートする多数の機能があります。

SSL の設定

SSL 設定のカスタマイズ

デフォルトでは、Sync App はサーバーの証明書をシステムの信頼できる証明書ストアと照合してSSL / TLS のネゴシエーションを試みます。

別の証明書を指定するには、利用可能なフォーマットについてSSLServerCert プロパティを参照してください。

ファイアウォールとプロキシ

Firewall またはProxy 経由の接続

HTTP プロキシ

Windows のシステムプロキシ経由の接続では、接続プロパティを追加で設定する必要はありません。他のプロキシに接続するには、ProxyAutoDetect をfalse に設定します。

さらにHTTP プロキシへの認証には、ProxyServer とProxyPort に加えてProxyAuthScheme、ProxyUser、およびProxyPassword を設定します。

その他のプロキシ

次のプロパティを設定します。

プロキシベースのファイヤーウォールを使用するには、FirewallType、FirewallServer、およびFirewallPort を設定します。
接続をトンネルするには、FirewallType をTUNNEL に設定します。
認証するには、FirewallUser とFirewallPassword を設定します。
SOCKS プロキシへの認証には、さらにFirewallType をSOCKS5 に設定します。

データモデル

CData Sync App は、Reckon Accounts Hosted API のエンティティをテーブル、ビュー、およびストアドプロシージャにモデル化します。データモデルには3つのパートがあります。テーブル、ビュー、およびストアドプロシージャです。これらは、簡単なテキストベースのコンフィギュレーションファイルであるスキーマファイルにて定義されます。

このセクションでは、API の制限および要件について説明します。既定のSupportEnhancedSQL 機能を使って、これらの制限の大半を回避できます。

テーブル

CData Sync App は、データをテーブルにモデル化し、クエリおよび更新を容易にします。

NOTE: In case of Bulk insert operation, the Sync App supports multiple values only for the aggregate columns whereas for the other columns only single value is supported.

ビュー

ビューは変更ができないテーブルです。一般的に、読み取り専用のデータはビューとして表示されます。

ストアドプロシージャ

ストアドプロシージャは、データソースのファンクションライクなインターフェースです。これらを使用して、データソース内の情報を検索、更新、および変更できます。

テーブル

Sync App はReckon Accounts Hosted のデータを、標準のSQL ステートメントを使用してクエリできるリレーショナルデータベースのテーブルのリストとしてモデル化します。

Reckon Accounts Hosted Connector for CData Sync テーブル


Name	Description
Accounts	Create, update, delete, and query Reckon Accounts.
BillExpenseItems	Create, update, delete, and query Reckon Bill Expense Line Items.
BillLineItems	Create, update, delete, and query Reckon Bill Line Items.
BillPaymentChecks	Create, update, delete, and query Reckon Bill Payment Checks.
BillPaymentChecksAppliedTo	Create, update, delete, and query Reckon Bill Payment AppliedTo aggregates. In a Bill Payment, each AppliedTo aggregate represents the Bill transaction to which this part of the payment is being applied.
BillPaymentCreditCards	Create, update, delete, and query Reckon Bill Payments.
BillPaymentCreditCardsAppliedTo	Create, update, delete, and query Reckon Bill Payment AppliedTo aggregates. In a Bill Payment, each AppliedTo aggregate represents the Bill transaction to which this part of the payment is being applied.
Bills	Create, update, delete, and query Reckon Bills.
BuildAssemblies	Delete and query Reckon Build Assembly transactions.
BuildAssemblyLineItems	Create and query Reckon Build Assembly transactions.
CheckExpenseItems	Create, update, delete, and query Reckon Check Expense Line Items.
CheckLineItems	Create, update, delete, and query Reckon Check Line Items.
Checks	Create, update, delete, and query Reckon Checks.
Class	Create, delete, and query Reckon Classes.
CreditCardChargeExpenseItems	Create, update, delete, and query Reckon Credit Card Charge Expense Line Items.
CreditCardChargeLineItems	Create, update, delete, and query Reckon Credit Card Charge Line Items.
CreditCardCharges	Create, update, delete, and query Reckon Credit Card Charges.
CreditCardCreditExpenseItems	Create, update, delete, and query Reckon Credit Card Credit Expense Line Items.
CreditCardCreditLineItems	Create, update, delete, and query Reckon Credit Card Credit Line Items.
CreditCardCredits	Create, update, delete, and query Reckon Credit Card Credits.
CreditMemoLineItems	Create, update, delete, and query Reckon Credit Memo Line Items.
CreditMemos	Create, update, delete, and query Reckon Credit Memos.
CustomerMessages	Create, delete, and query Customer Messages.
Customers	Create, update, delete, and query Reckon Customers.
CustomerTypes	Create, update, delete, and query Reckon Customer Types.
DateDrivenTerms	Create, delete, and query Reckon Date Driven Terms.
DepositLineItems	Create, update, delete, and query Reckon Deposit Line Items.
Deposits	Create, update, delete, and query Reckon Deposits.
EmployeeEarnings	Create, update, delete, and query Reckon Employee Earnings.
Employees	Create, update, delete, and query Reckon Employees.
EstimateLineItems	Create, update, delete, and query Reckon Estimate Line Items.
Estimates	Create, update, delete, and query Reckon Estimates.
InventoryAdjustmentLineItems	Create and query ReckonAccountsHosted Inventory Adjustment Line Items.
InventoryAdjustments	Create, query, and delete ReckonAccountsHosted Inventory Adjustments.
InvoiceLineItems	Create, update, delete, and query Reckon Invoice Line Items.
Invoices	Create, update, delete, and query Reckon Invoices.
ItemLineItems	Create, update, delete, and query Reckon Item Line Items.
ItemReceiptExpenseItems	Create, update, delete, and query Reckon Item Receipt Expense Line Items.
ItemReceiptLineItems	Create, update, delete, and query Reckon Item Receipt Line Items.
ItemReceipts	Create, update, delete, and query Reckon Item Receipts.
Items	Create, update, delete, and query Reckon Items.
JournalEntries	Create, update, delete, and query Reckon Journal Entries. Note that while Journal Entry Lines can be created with a new Journal Entry, they cannot be added or removed from an existing Journal Entry.
JournalEntryLines	Create, update, delete, and query Reckon Journal Entries. Note that while Journal Entry Lines can be created with a new Journal Entry, they cannot be added or removed from an existing Journal Entry.
OtherNames	Create, update, delete, and query Reckon Other Name entities.
PaymentMethods	Create, update, delete, and query Reckon Payment Methods.
PayrollNonWageItems	Query Reckon Non-Wage Payroll Items.
PayrollWageItems	Create and query Reckon Wage Payroll Items.
PriceLevelPerItem	Create and query Reckon Price Levels Per Item. Only Reckon Premier and Enterprise support Per-Item Price Levels. Note that while Price Levels can be added from this table, you may only add Per-Item Price Levels from this table. Price Levels may be deleted from the PriceLevels table.
PriceLevels	Create, delete, and query Reckon Price Levels. Note that while Price Levels can be added and deleted from this table, you may add only fixed-percentage Price Levels from this table. Per-Item Price Levels may be added via the PriceLevelPerItem table.
PurchaseOrderLineItems	Create, update, delete, and query Reckon Purchase Order Line Items.
PurchaseOrders	Create, update, delete, and query Reckon Purchase Orders.
ReceivePayments	Create, update, delete, and query Reckon Receive Payment transactions.
ReceivePaymentsAppliedTo	Create, update, and query Reckon Receive Payment AppliedTo aggregates. In a Receive Payment, each AppliedTo aggregate represents the transaction to which this part of the payment is being applied.
SalesOrderLineItems	Create, update, delete, and query Reckon Sales Order Line Items.
SalesOrders	Create, update, delete, and query Reckon Sales Orders.
SalesReceiptLineItems	Create, update, delete, and query Reckon Sales Receipt Line Items.
SalesReceipts	Create, update, delete, and query Reckon Sales Receipts.
SalesReps	Create, update, delete, and query Reckon Sales Rep entities.
SalesTaxCodes	Create, update, delete, and query Reckon Sales Tax Codes.
SalesTaxItems	Create, update, delete, and query Reckon Sales Tax Items.
ShippingMethods	Create, update, delete, and query Reckon Shipping Methods.
StandardTerms	Create, update, delete, and query Reckon Standard Terms.
StatementCharges	Create, update, delete, and query Reckon Statement Charges.
TimeTracking	Create, update, delete, and query Reckon Time Tracking events.
ToDo	Create, update, delete, and query Reckon To Do entries.
VehicleMileage	Create, update, delete, and query Reckon Vehicle Mileage entities.
VendorCreditExpenseItems	Create, update, delete, and query Reckon Vendor Credit Expense Line Items.
VendorCreditLineItems	Create, update, delete, and query Reckon Vendor Credit Line Items.
VendorCredits	Create, update, delete, and query Reckon Vendor Credits.
Vendors	Create, update, delete, and query Reckon Vendors.
VendorTypes	Create, update, delete, and query Reckon Vendor Types.

Accounts

Create, update, delete, and query Reckon Accounts.

Table Specific Information

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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。

BillExpenseItems

Create, update, delete, and query Reckon Bill Expense Line Items.

Table Specific Information

Bills may be inserted, queried, or updated via the Bills, BillExpenseItems, or BillLineItems tables. Bills may be deleted by using the Bills table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Bills are Id, Date, ReferenceNumber, VendorName, VendorId, AccountsPayable, AccountsPayableId, IsPaid, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM Bills WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

You can also use Bills and BillExpenseItems to insert a Bill.

To add a Bill, specify a Vendor, Date, and at least one Expense or Line Item. All Expense Line Item columns can be used for inserting multiple expense Line Items for a new Bill transaction. For example, the following will insert a new Bill with two Expense Line Items:

INSERT INTO BillExpenseItems#TEMP (VendorName, Date, ExpenseAccount, ExpenseAmount) VALUES ('Cal Telephone', '1/1/2011', 'Utilities:Telephone', 52.25)
INSERT INTO BillExpenseItems#TEMP (VendorName, Date, ExpenseAccount, ExpenseAmount) VALUES ('Cal Telephone', '1/1/2011', 'Professional Fees:Accounting', 235.87)
INSERT INTO BillExpenseItems (VendorName, Date, ExpenseAccount, ExpenseAmount) SELECT VendorName, Date, ExpenseAccount, ExpenseAmount FROM BillExpenseItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format BillId\|ExpenseLineId.
BillId	String	False	Bills.ID	The bill identifier.
VendorName	String	False	Vendors.Name	Vendor for this transaction. Either VenderName or VendorId must have a value when inserting.
VendorId	String	False	Vendors.ID	Vendor Id for this transaction. Either VenderName or VendorId must have a value when inserting.
ReferenceNumber	String	False		Reference number for the transaction.
Date	Date	False		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.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
DueDate	Date	False		Date when payment is due.
Terms	String	False		Reference to terms of payment.
TermsId	String	False		Reference Id for the terms of payment.
AccountsPayable	String	False	Accounts.ID	Reference to the accounts-payable account.
AccountsPayableId	String	False	Accounts.FullName	Reference Id for the accounts-payable account.
Amount	Double	True		Amount of the transaction. This is calculated by Reckon based on the line items or expense line items.
Memo	String	False		Memo for the transaction.
IsPaid	Boolean	True		Indicates whether this bill has been paid.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
ExpenseLineId	String	True		The expense line item identifier.
ExpenseAccount	String	False	Accounts.ID	The account name for this expense line. ExpenseAccount or ExpenseAccountId must have a value when inserting.
ExpenseAccountId	String	False	Accounts.FullName	The account Id for this expense line. ExpenseAccount or ExpenseAccountId must have a value when inserting.
ExpenseAmount	Double	False		The total amount of this expense line.
ExpenseBillableStatus	String	False		The billing status of this expense line. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED
ExpenseCustomer	String	False	Customers.FullName	The customer associated with this expense line.
ExpenseCustomerId	String	False	Customers.ID	The customer associated with this expense line.
ExpenseClass	String	False	Class.FullName	The class name of this expense.
ExpenseClassId	String	False	Class.ID	The class Id of this expense.
ExpenseMemo	String	False		A memo for this expense line.
ExpenseTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item (taxable or non-taxable).
ExpenseTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax information for this item (taxable or non-taxable).
TimeModified	Datetime	True		When the Bill was last modified.
TimeCreated	Datetime	True		When the Bill was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
PaidStatus	String	The paid status of the bill. 使用できる値は次のとおりです。ALL, PAID, UNPAID, NA デフォルト値はALLです。
LinkToTxnId	String	A transaction to link the bill to. This transaction must be a purchase order. You will get a run-time error if the transaction specified is already closed or fully received. This is only available on insert and requires a minimum QBXML Version 4.0.

BillLineItems

Create, update, delete, and query Reckon Bill Line Items.

Table Specific Information

Bills may be inserted, queried, or updated via the Bills, BillExpenseItems, or BillLineItems tables. Bills may be deleted by using the Bills table.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Bills are Id, Date, ReferenceNumber, VendorName, VendorId, AccountsPayable, AccountsPayableId, IsPaid, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM Bills WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

You can also use Bills and BillExpenseItems to insert a Bill.

To add a Bill, specify a Vendor, Date, and at least one Expense or Line Item. All Line Item columns can be used for inserting multiple Line Items for a new Bill transaction. For example, the following will insert a new Bill with two Line Items:

INSERT INTO BillLineItems#TEMP (VendorName, Date, ItemName, ItemQuantity) VALUES ('Cal Telephone', '1/1/2011', 'Repairs', 1)
INSERT INTO BillLineItems#TEMP (VendorName, Date, ItemName, ItemQuantity) VALUES ('Cal Telephone', '1/1/2011', 'Removal', 2)
INSERT INTO BillLineItems (VendorName, Date, ItemName, ItemQuantity) SELECT VendorName, Date, ItemName, ItemQuantity FROM BillLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format BillId\|ItemLineId.
BillId	String	False	Bills.ID	The bill identifier.
VendorName	String	False	Vendors.Name	Vendor for this transaction. Either VenderName or VendorId must have a value when inserting.
VendorId	String	False	Vendors.ID	Vendor Id for this transaction. Either VenderName or VendorId must have a value when inserting.
ReferenceNumber	String	False		Reference number for the transaction.
Date	Date	False		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.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
DueDate	Date	False		Date when payment is due.
Terms	String	False		Reference to terms of payment.
TermsId	String	False		Reference Id for the terms of payment.
AccountsPayable	String	False	Accounts.FullName	Reference to the accounts-payable account.
AccountsPayableId	String	False	Accounts.ID	Reference Id for the accounts-payable account.
Amount	Double	True		Amount of the transaction. This is calculated by Reckon based on the line items or expense line items.
Memo	String	False		Memo for the transaction.
IsPaid	Boolean	True		Indicates whether this bill has been paid.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
ItemLineId	String	True		The line item identifier.
ItemName	String	False	Items.FullName	The item name.
ItemId	String	False	Items.ID	The item name.
ItemGroup	String	False	Items.FullName	Item group name. Reference to a group of line items this item is part of.
ItemGroupId	String	False	Items.ID	Item group name. Reference to a group of line items this item is part of.
ItemDescription	String	False		A description of the item.
ItemQuantity	Double	False		The quantity of the item or item group specified in this line.
ItemCost	Double	False		The unit cost for the item.
ItemAmount	Double	False		Total amount for the item.
ItemBillableStatus	String	False		Billing status of the item. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED
ItemCustomer	String	False	Customers.FullName	The name of the customer who ordered the item.
ItemCustomerId	String	False	Customers.ID	The Id of the customer who ordered the item.
ItemClass	String	False	Class.FullName	The name for the class of the item.
ItemClassId	String	False	Class.ID	The Id for the class of the item.
ItemTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item (taxable or non-taxable).
ItemTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax information for this item (taxable or non-taxable).
TimeModified	Datetime	True		When the Bill was last modified.
TimeCreated	Datetime	True		When the Bill was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
PaidStatus	String	The paid status of the vendor credit. 使用できる値は次のとおりです。ALL, PAID, UNPAID, NA デフォルト値はALLです。
LinkToTxnId	String	A transaction to link the bill to. This transaction must be a purchase order. You will get a run-time error if the transaction specified is already closed or fully received. This is only available on insert and requires a minimum QBXML Version 4.0.
ItemOverrideAccount	String	The Account Name used to override the default Account for the Item. This is only available during inserts and updates.
ItemOverrideAccountId	String	The Account Id used to override the default Account for the Item. This is only available during inserts and updates.

BillPaymentChecks

Create, update, delete, and query Reckon Bill Payment Checks.

Table Specific Information

BillPaymentChecks may be inserted, queried, or updated via the BillPaymentChecks or BillPaymentChecksAppliedTo tables. BillPaymentChecks may be deleted by using the BillPaymentChecks table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 BillPaymentChecks are Id, Date, ReferenceNumber, PayeeName, PayeeId, AccountsPayable, AccountsPayableId, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM BillPaymentChecks WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a BillPaymentCheck, specify a Payee and BankAccount. The Payee must match the Vendor associated with the Bill you are adding a payment for. The AppliedToAggregate column may be used to specify an XML aggregate of AppliedTo data. The columns that may be used in these aggregates are defined in the BillPaymentChecksAppliedTo table and it starts with AppliedTo. For example, the following will insert a new BillPaymentCheck with two AppliedTo entries:

INSERT INTO BillPaymentChecks (PayeeName, BankAccountName, AppliedToAggregate) 
VALUES ('Vu Contracting', 'Checking', 
'<BillPaymentChecksAppliedTo>
<Row><AppliedToRefId>178C1-1450221347</AppliedToRefId><AppliedToAmount>20.00</AppliedToAmount></Row>
<Row><AppliedToRefId>178C1-1450221347</AppliedToRefId><AppliedToAmount>51.25</AppliedToAmount></Row>
</BillPaymentChecksAppliedTo>')

AppliedToRefId is a reference to a BillId and can be found in Bills, BillLineItems, or BillExpenseItems.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier for the transaction.
PayeeName	String	False	Vendors.Name	A reference to the entity merchandise was purchased from. Either PayeeId or PayeeName is required.
PayeeId	String	False	Vendors.ID	A reference to the entity merchandise was purchased from. Either PayeeId or PayeeName is required.
ReferenceNumber	String	False		The transaction reference number.
Date	Date	False		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.
Amount	Double	True		Amount of the transaction. This is calculated by Reckon based on the line items or expense line items.
AccountsPayable	String	False	Accounts.FullName	Reference to the accounts-payable account.
AccountsPayableId	String	False	Accounts.ID	Reference to the accounts-payable account Id.
BankAccountName	String	False	Accounts.FullName	Refers to the Account funds are being drawn from for this bill payment. This property is only applicable to the check payment method.
BankAccountId	String	False	Accounts.ID	Refers to the Account funds are being drawn from for this bill payment. This property is only applicable to the check payment ethod.
IsToBePrinted	Boolean	False		Indicates whether or not the transaction is to be printed. If set to true, the 'To Be Printed' box in the Reckon user interface will be checked. デフォルト値はfalseです。
Memo	String	False		A memo to appear on internal reports.
AppliedToAggregate	String	False		An aggregate of the applied-to data which can be used for adding a bill payment check and its applied-to data.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
TimeModified	Datetime	True		When the bill payment was last modified.
TimeCreated	Datetime	True		When the bill payment was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
AppliedTo*	String	All applied-to-specific columns may be used in insertions.
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.

BillPaymentChecksAppliedTo

Create, update, delete, and query Reckon Bill Payment AppliedTo aggregates. In a Bill Payment, each AppliedTo aggregate represents the Bill transaction to which this part of the payment is being applied.

Table Specific Information

BillPaymentChecks may be inserted, queried, or updated via the BillPaymentChecks or BillPaymentChecksAppliedTo tables. BillPaymentChecks may be deleted by using the BillPaymentChecks table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 BillPaymentChecks are Id, Date, ReferenceNumber, PayeeName, PayeeId, AccountsPayable, AccountsPayableId, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM BillPaymentChecksAppliedTo WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a BillPaymentCheck entry, specify the Payee and BankAccount fields. The Payee must match the Vendor associated with the Bill you are adding a payment for. All AppliedTo columns can be used to explicitly identify the Bills being paid. For example, the following will insert a new BillPaymentCheck with two AppliedTo entries:

INSERT INTO BillPaymentChecksAppliedTo#TEMP (PayeeName, BankAccountName, AppliedToRefId, AppliedToAmount) VALUES ('Vu Contracting', 'Checking', '178C1-1450221347', 20.00)
INSERT INTO BillPaymentChecksAppliedTo#TEMP (PayeeName, BankAccountName, AppliedToRefId, AppliedToAmount) VALUES ('Vu Contracting', 'Checking', '881-933371709', 51.25)
INSERT INTO BillPaymentChecksAppliedTo (PayeeName, BankAccountName, AppliedToRefId, AppliedToAmount) SELECT PayeeName, BankAccountName, AppliedToRefId, AppliedToAmount FROM BillPaymentChecksAppliedTo#TEMP

AppliedToRefId is a reference to a BillId and can be found in Bills, BillLineItems, or BillExpenseItems.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format BillPaymentId\|AppliedToId.
BillPaymentId	String	False	BillPaymentChecks.ID	The Id of the bill payment transaction.
PayeeName	String	False	Vendors.Name	A reference to the entity merchandise was purchased from. Either PayeeId or PayeeName is required. This must match the Vendor associated with the Bill being paid when inserting.
PayeeId	String	False	Vendors.ID	A reference to the entity merchandise was purchased from. Either PayeeId or PayeeName is required. This must match the Vendor associated with the Bill being paid when inserting.
ReferenceNumber	String	False		The transaction reference number.
Date	Date	False		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.
AccountsPayable	String	False		Reference to the accounts-payable account.
AccountsPayableId	String	False		Reference to the accounts-payable account Id.
BankAccountId	String	False		Refers to the account funds are being drawn from for this bill payment. This property is only applicable to the check payment method.
BankAccountName	String	False		Refers to the account funds are being drawn from for this bill payment. This property is only applicable to the check payment method.
IsToBePrinted	Boolean	False		Indicates whether or not the transaction is to be printed. If set to true, the 'To Be Printed' box in the Reckon user interface will be checked. デフォルト値はfalseです。
Memo	String	False		A memo to appear on internal reports.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
AppliedToRefId	String	False		The applied-to reference identifier. This is a reference to a bill Id, which can be found in the Bills table.
AppliedToAmount	Double	False		The amount to be applied.
AppliedToBalanceRemaining	Double	True		The balance remaining to be applied.
AppliedToCreditAmount	Double	False		The amount of the credit to be applied.
AppliedToCreditMemoId	String	False		The Id of the credit memo to be applied.
AppliedToDiscountAccountId	String	False		The discount account Id to be applied.
AppliedToDiscountAccountName	String	False		The discount account name to be applied.
AppliedToDiscountAmount	Double	False		The discount amount to be applied.
AppliedToPaymentAmount	Double	False		The payment amount to be applied.
AppliedToReferenceNumber	String	True		The ref number to be applied.
AppliedToTxnDate	Date	True		The transaction date to be applied.
AppliedToTxnType	String	True		The transaction type that was applied.
TimeModified	Datetime	True		When the bill payment was last modified.
TimeCreated	Datetime	True		When the bill payment was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
AppliedToCreditAppliedAmount	String	The credit applied amount to be applied.

BillPaymentCreditCards

Create, update, delete, and query Reckon Bill Payments.

Table Specific Information

BillPaymentCreditCards may be inserted, queried, or updated via the BillPaymentCreditCards or BillPaymentCreditCardsAppliedTo tables. BillPaymentCreditCards may be deleted by using the BillPaymentCreditCards table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 BillPaymentCreditCards are Id, Date, ReferenceNumber, PayeeName, PayeeId, AccountsPayable, AccountsPayableId, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM BillPaymentCreditCards WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a BillPaymentCreditCard, specify a Payee and CreditCard. The Payee must match the Vendor associated with the Bill you are adding a payment for. The AppliedToAggregate column may be used to specify an XML aggregate of AppliedTo data. The columns that may be used in these aggregates are defined in the BillPaymentCreditCardsAppliedTo table and it starts with AppliedTo. For example, the following will insert a new BillPaymentCreditCard with two AppliedTo entries:

INSERT INTO BillPaymentCreditCard (PayeeName, CreditCardName, AppliedToAggregate) 
VALUES ('Vu Contracting', 'CalOil Credit Card', 
'<BillPaymentCreditCardsAppliedTo>
<Row><AppliedToRefId>178C1-1450221347</AppliedToRefId><AppliedToAmount>20.00</AppliedToAmount></Row>
<Row><AppliedToRefId>881-933371709</AppliedToRefId><AppliedToAmount>51.25</AppliedToAmount></Row>
</BillPaymentCreditCardsAppliedTo>')

AppliedToRefId is a reference to a BillId and can be found in Bills, BillLineItems, or BillExpenseItems.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier for the transaction.
PayeeName	String	False	Vendors.Name	A reference to the the entity merchandise was purchased from. Either PayeeId or PayeeName is required.
PayeeId	String	False	Vendors.ID	A reference to the the entity merchandise was purchased from. Either PayeeId or PayeeName is required.
ReferenceNumber	String	False		The transaction reference number.
Date	Date	False		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.
Amount	Double	True		Amount of the transaction. This is calculated by Reckon based on the line items or expense line items.
AccountsPayable	String	False	Accounts.FullName	Reference to the accounts-payable account.
AccountsPayableId	String	False	Accounts.ID	Reference to the accounts-payable account Id.
CreditCardName	String	False		Refers to the credit card account this payment is being charged to. This property is only applicable to the credit card payment Method.
CreditCardId	String	False		Refers to the credit card account this payment is being charged to. This property is only applicable to the credit card payment Method.
Memo	String	False		A memo to appear on internal reports.
AppliedToAggregate	String	False		An aggregate of the applied-to data which can be used for adding a bill payment credit card and its applied-to data.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
TimeModified	Datetime	True		When the bill payment was last modified.
TimeCreated	Datetime	True		When the bill payment was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
AppliedTo*	String	All applied-to-specific columns may be used in insertions.
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.

BillPaymentCreditCardsAppliedTo

Create, update, delete, and query Reckon Bill Payment AppliedTo aggregates. In a Bill Payment, each AppliedTo aggregate represents the Bill transaction to which this part of the payment is being applied.

Table Specific Information

BillPaymentCreditCards may be inserted, queried, or updated via the BillPaymentCreditCards or BillPaymentCreditCardsAppliedTo tables. BillPaymentCreditCards may be deleted by using the BillPaymentCreditCards table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 BillPaymentCreditCards are Id, Date, ReferenceNumber, PayeeName, PayeeId, AccountsPayable, AccountsPayableId, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM BillPaymentCreditCardsAppliedTo WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

You can also use BillPaymentCreditCards to insert a BillPaymentCreditCard.

To add a BillPaymentCreditCard, specify a Payee and CreditCard. The Payee must match the Vendor associated with the Bill you are adding a payment for. All AppliedTo columns can be used to explicitly identify the Bills being paid. For example, the following will insert a new BillPaymentCreditCard with two AppliedTo entries:

INSERT INTO BillPaymentCreditCardsAppliedTo#TEMP (PayeeName, CreditCardName, AppliedToRefId, AppliedToAmount) VALUES ('Vu Contracting', 'CalOil Credit Card', '178C1-1450221347', 20.00)
INSERT INTO BillPaymentCreditCardsAppliedTo#TEMP (PayeeName, CreditCardName, AppliedToRefId, AppliedToAmount) VALUES ('Vu Contracting', 'CalOil Credit Card', '881-933371709', 51.25)
INSERT INTO BillPaymentCreditCardsAppliedTo (PayeeName, CreditCardName, AppliedToRefId, AppliedToAmount) SELECT PayeeName, CreditCardName, AppliedToRefId, AppliedToAmount FROM BillPaymentCreditCardsAppliedTo#TEMP

AppliedToRefId is a reference to a BillId and can be found in Bills, BillLineItems, or BillExpenseItems.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format BillPaymentId\|AppliedToId.
BillPaymentId	String	False	BillPaymentCreditCards.ID	The Id of the bill payment transaction.
PayeeName	String	False	Vendors.Name	A reference to the entity merchandise was purchased from. Either PayeeId or PayeeName is required. This must match the vendor associated with the bill being paid when inserting.
PayeeId	String	False	Vendors.ID	A reference to the entity merchandise was purchased from. Either PayeeId or PayeeName is required. This must match the vendor associated with the bill being paid when inserting.
ReferenceNumber	String	False		The transaction reference number.
Date	Date	False		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.
AccountsPayable	String	False	Accounts.FullName	Reference to the accounts-payable account.
AccountsPayableId	String	False	Accounts.ID	Reference to the accounts-payable account Id.
CreditCardName	String	False		Refers to the credit card account this payment is being charged to. This property is only applicable to the credit card payment method.
CreditCardId	String	False		Refers to the credit card account this payment is being charged to. This property is only applicable to the credit card payment method.
IsToBePrinted	Boolean	False		Indicates whether or not the transaction is to be printed. If set to true, the 'To Be Printed' box in the Reckon user interface will be checked. デフォルト値はfalseです。
Memo	String	False		A memo to appear on internal reports.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
AppliedToRefId	String	True	CreditMemos.ID	The applied-to reference identifier. This is a reference to a bill Id, which can be found in the bills table.
AppliedToAmount	Double	True		The amount to be applied.
AppliedToBalanceRemaining	Double	True		The balance remaining to be applied.
AppliedToCreditMemoId	String	False		The Id of the credit memo to be applied.
AppliedToDiscountAccountName	String	False	Accounts.FullName	The discount account name to be applied.
AppliedToDiscountAccountId	String	False	Accounts.ID	The discount account Id to be applied.
AppliedToDiscountAmount	Double	False		The discount amount to be applied.
AppliedToPaymentAmount	Double	False		The payment amount to be applied.
AppliedToReferenceNumber	String	True		The ref number to be applied.
AppliedToTxnDate	Date	True		The transaction date to be applied.
AppliedToTxnType	String	True		The transaction type that was applied.
TimeModified	Datetime	True		When the bill payment was last modified.
TimeCreated	Datetime	True		When the bill payment was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
AppliedToCreditAppliedAmount	String	The credit applied amount to be applied.

Bills

Create, update, delete, and query Reckon Bills.

Table Specific Information

Bills may be inserted, queried, or updated via the Bills, BillExpenseItems, or BillLineItems tables. Bills may be deleted by using the Bills table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Bills are Id, Date, ReferenceNumber, VendorName, VendorId, AccountsPayable, AccountsPayableId, IsPaid, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM Bills WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

You can also use BillLineItems and BillExpenseItems to insert a bill.

To add a Bill, specify a Vendor, Date, and at least one Expense or Line Item. The ItemAggregate and ExpenseAggregate columns may be used to specify an XML aggregate of Line or Expense Item data. The columns that may be used in these aggregates are defined in the BillLineItems and BillExpenseItems tables and it starts with Item and Expense. For example, the following will insert a new Bill with two Line Items:

INSERT INTO Bills (VendorName, Date, ItemAggregate) 
VALUES ('Cal Telephone', '1/1/2011', 
'<BillLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</BillLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier for the bill.
VendorName	String	False	Vendors.Name	Vendor for this transaction. Either VenderName or VendorId must have a value when inserting.
VendorId	String	False	Vendors.ID	Vendor Id for this transaction. Either VenderName or VendorId must have a value when inserting.
ReferenceNumber	String	False		Reference number for the transaction.
Date	Date	False		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.
Amount	Double	True		Amount of the transaction. This is calculated by Reckon based on the Line Items or Expense Line Items.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
DueDate	Date	False		Date when payment is due.
Terms	String	False		Reference to terms of payment.
TermsId	String	False		Reference Id for the terms of payment.
AccountsPayable	String	False	Accounts.FullName	Reference to the accounts-payable account.
AccountsPayableId	String	False	Accounts.ID	Reference Id for the accounts-payable account.
Memo	String	False		Memo for the transaction.
IsPaid	Boolean	True		Indicates whether this Bill has been paid.
ExchangeRate	Double	False		The market price for which this currency can be exchanged for the currency used by the Reckon company file as the home currency.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
ItemCount	Integer	True		The count of line items.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a bill and its line item data.
ExpenseItemCount	Integer	True		The count of expense line items.
ExpenseItemAggregate	String	False		An aggregate of the expense item data which can be used for adding a bill and its expense item data.
TransactionCount	Integer	True		The count of related transactions to the bill.
TransactionAggregate	String	True		An aggregate of the linked transaction data.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
TimeModified	Datetime	True		When the bill was last modified.
TimeCreated	Datetime	True		When the bill was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions.
Expense*	String	All expense-item-specific columns may be used in insertions.
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.
PaidStatus	String	The paid status of the bill. 使用できる値は次のとおりです。ALL, PAID, UNPAID, NA デフォルト値はALLです。
LinkToTxnId	String	A transaction to link the bill to. This transaction must be a purchase order. You will get a run-time error if the transaction specified is already closed or fully received. This is only available on insert and requires a minimum QBXML Version 4.0.

BuildAssemblies

Delete and query Reckon Build Assembly transactions.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
TxnNumber	Integer	True		An identifying number for this transaction.
ItemInventoryAssemblyRef_ListID	String	False	Items.ID	A reference to the Id of an inventory assembly. Either ItemInventoryAssemblyRef_ListID or ItemInventoryAssemblyRef_FullName is required when inserting a BuildAssembly.
ItemInventoryAssemblyRef_FullName	String	False	Items.FullName	A reference to the name of an inventory assembly. Either ItemInventoryAssemblyRef_ListID or ItemInventoryAssemblyRef_FullName is required when inserting a BuildAssembly.
SerialNumber	String	False		The serial number of the asset. This cannot be used with LotNumber.
LotNumber	String	False		The lot number of the asset. This cannot be used with SerialNumber.
TxnDate	Date	False		The date of the transaction.
RefNumber	String	False		A reference number identifying the transaction. This does not have to be unique.
Memo	String	False		A memo about the transaction.
IsPending	Boolean	True		If IsPending is set to true, the transaction in question has not been completed.
QuantityToBuild	Double	False		Specifies the number of assemblies to be built. The transaction will fail if the number specified here exceeds the number of on-hand items.
QuantityCanBuild	Double	True		Indicates the number of this assembly that can be built from the parts on hand.
QuantityOnHand	Double	True		The number of these items in the inventory. To change the QuantityOnHand, you would need to add an inventory adjustment.
QuantityOnSalesOrder	Double	True		The number of these items that have been sold (as recorded in sales orders) but not delivered to customers.
BuildAssemblyLineAggregate	String	True		An aggregate of the line item data which can be used for adding a transfer inventory and its line item data.
TimeCreated	Datetime	True		The datetime the transaction was made.
TimeModified	Datetime	True		The last datetime the transaction was modified.
EditSequence	String	True		An identifier used for versioning for this copy of the object.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.

BuildAssemblyLineItems

Create and query Reckon Build Assembly transactions.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
BuildAssemblyId	String	False	BuildAssemblies.ID	The unique Id of the build assembly.
TxnNumber	Integer	True		An identifying number for this transaction.
ItemInventoryAssemblyRef_ListID	String	False	Items.ID	A reference to the Id of an inventory assembly. Either ItemInventoryAssemblyRef_ListID or ItemInventoryAssemblyRef_FullName is required when inserting a BuildAssembly.
ItemInventoryAssemblyRef_FullName	String	False	Items.FullName	A reference to the name of an inventory assembly. Either ItemInventoryAssemblyRef_ListID or ItemInventoryAssemblyRef_FullName is required when inserting a BuildAssembly.
SerialNumber	String	False		The serial number of the asset. This cannot be used with LotNumber.
LotNumber	String	False		The lot number of the asset. This cannot be used with SerialNumber.
TxnDate	Date	False		The date of the transaction.
RefNumber	String	False		A reference number identifying the transaction. This does not have to be unique.
Memo	String	False		A memo about the transaction.
IsPending	Boolean	True		If IsPending is set to true, the transaction in question has not been completed.
QuantityToBuild	Double	False		Specifies the number of assemblies to be built. The transaction will fail if the number specified here exceeds the number of on-hand items.
QuantityCanBuild	Double	True		Indicates the number of this assembly that can be built from the parts on hand.
QuantityOnHand	Double	True		The number of these items in the inventory. To change the QuantityOnHand, you would need to add an inventory adjustment.
QuantityOnSalesOrder	Double	True		The number of these items that have been sold (as recorded in sales orders) but not delivered to customers.
ComponentItemLineRet_ItemRef_ListID	String	True	Items.ID	Reference to the Id of an item.
ComponentItemLineRet_ItemRef_FullName	String	True	Items.FullName	Reference to the full name of an item.
ComponentItemLineRet_Desc	String	True		Description for the line item.
ComponentItemLineRet_QuantityOnHand	Double	True		The number of these items in the inventory.
ComponentItemLineRet_QuantityNeeded	Double	True		The number of these items used in the assembly.
TimeCreated	Datetime	True		The datetime the transaction was made.
TimeModified	Datetime	True		The last datetime the transaction was modified.
EditSequence	String	True		An identifier used for versioning for this copy of the object.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.

CheckExpenseItems

Create, update, delete, and query Reckon Check Expense Line Items.

Table Specific Information

Checks may be inserted, queried, or updated via the Checks, CheckExpenseItems, or CheckLineItems tables. Checks may be deleted by using the Checks table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Checks are Id, Date, ReferenceNumber, Payee, PayeeId, Account, AccountId, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM CheckExpenseItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

SELECT * FROM CheckExpenseItems WHERE Date >= '2020-01-07' AND Date < '2020-01-10' 

SELECT * FROM CheckExpenseItems WHERE [Date] = '2020-01-07'

Insert

To add a Check, specify an Account, a Date, and at least one Expense or Line Item. All Expense Line Item columns can be used for inserting multiple Expense Line Items for a new Check transaction. For example, the following will insert a new Check with two Expense Line Items:

INSERT INTO CheckExpenseItems#TEMP (Account, Date, ExpenseAccount, ExpenseAmount) VALUES ('Checking', '1/1/2011', 'Utilities:Telephone', 52.25,)
INSERT INTO CheckExpenseItems#TEMP (Account, Date, ExpenseAccount, ExpenseAmount) VALUES ('Checking', '1/1/2011', 'Professional Fees:Accounting', 235.87)
INSERT INTO CheckExpenseItems (Account, Date, ExpenseAccount, ExpenseAmount) SELECT Account, Date, ExpenseAccount, ExpenseAmount FROM CheckExpenseItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format CheckId\|ExpenseLineId.
CheckId	String	False	Checks.ID	The item identifier for the check. This is obtained from the Checks table.
ReferenceNumber	String	False		The transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Account	String	False	Accounts.FullName	The name of the account funds are being drawn from.
AccountId	String	False	Accounts.ID	The Id of the account funds are being drawn from.
Payee	String	False	Vendors.Name	The name of the payee for the check.
PayeeId	String	False	Vendors.ID	The Id of the payee for the check.
Date	Date	False		Date of transaction. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value.
Amount	Double	True		Amount of the transaction.
Memo	String	False		A memo regarding this transaction.
Address	String	True		Full address returned by Reckon.
Line1	String	False		First line of the address.
Line2	String	False		Second line of the address.
Line3	String	False		Third line of the address.
Line4	String	False		Fourth line of the address.
Line5	String	False		Fifth line of the address.
City	String	False		City name for the address of the check.
State	String	False		State name for the address of the check.
PostalCode	String	False		Postal code for the address of the check.
Country	String	False		Country for the address of the check.
Note	String	False		Note for the address of the check.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
ExpenseLineId	String	True		The line item identifier.
ExpenseAccount	String	False	Accounts.FullName	The account name for this expense line.
ExpenseAccountId	String	False	Accounts.ID	The account Id for this expense line.
ExpenseAmount	Double	False		The total amount of this expense line.
ExpenseBillableStatus	String	False		The billing status of this expense line. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED デフォルト値はEMPTYです。
ExpenseCustomer	String	False	Customers.FullName	The customer associated with this expense line.
ExpenseCustomerId	String	False	Customers.ID	The customer associated with this expense line.
ExpenseClass	String	False	Class.FullName	The class name of this expense.
ExpenseClassId	String	False	Class.ID	The class Id of this expense.
ExpenseTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item. Available in only international editions of Reckon.
ExpenseTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax Id information for this item. Available in only international editions of Reckon.
ExpenseMemo	String	False		A memo for this expense line.
ExpenseCustomFields	String	True		The custom fields for this expense item.
IsToBePrinted	Boolean	False		Whether this transaction is to be printed. デフォルト値はfalseです。
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
ExchangeRate	Double	False		The market price for which this currency can be exchanged for the currency used by the Reckon company file as the home currency.
TimeModified	Datetime	True		When the check was last modified.
TimeCreated	Datetime	True		When the check was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ApplyCheckToTxnId	String	Identifies the transaction to be paid by this check. This can be used in updates and inserts.
ApplyCheckToTxnAmount	String	The amount of the transaction to be paid by this check. This can be used in updates and inserts.

CheckLineItems

Create, update, delete, and query Reckon Check Line Items.

Table Specific Information

Checks may be inserted, queried, or updated via the Checks, CheckExpenseItems, or CheckLineItems tables. Checks may be deleted by using the Checks table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Checks are Id, Date, ReferenceNumber, Payee, PayeeId, Account, AccountId, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM CheckLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

SELECT * FROM CheckLineItems WHERE Date >= '2020-01-07' AND Date < '2020-01-10' 

SELECT * FROM CheckLineItems WHERE [Date] = '2020-01-07'

Insert

To add a Check, specify an Account, a Date, and at least one Expense or Line Item. All Line Item columns can be used for inserting multiple Line Items for a new Check transaction. For example, the following will insert a new Check with two Line Items:

INSERT INTO CheckLineItems#TEMP (Account, Date, ItemName, ItemQuantity) VALUES ('Checking', '1/1/2011', 'Repairs', 1)
INSERT INTO CheckLineItems#TEMP (Account, Date, ItemName, ItemQuantity) VALUES ('Checking', '1/1/2011', 'Removal', 2)
INSERT INTO CheckLineItems (Account, Date, ItemName, ItemQuantity) VALUES Account, Date, ItemName, ItemQuantity FROM CheckLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format CheckId\|ItemLineId.
CheckId	String	False	Checks.ID	The item identifier for the check. This is obtained from the checks table.
ReferenceNumber	String	False		The transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Account	String	False	Accounts.FullName	The name of the account funds are being drawn from.
AccountId	String	False	Accounts.ID	The Id of the account funds are being drawn from.
Payee	String	False	Vendors.Name	The name of the payee for the check.
PayeeId	String	False	Vendors.ID	The id of the payee for the check.
Date	Date	False		Date of transaction. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value.
Amount	Double	True		Amount of the transaction.
Memo	String	False		A memo regarding this transaction.
Address	String	True		Full address returned by Reckon.
Line1	String	False		First line of the address.
Line2	String	False		Second line of the address.
Line3	String	False		Third line of the address.
Line4	String	False		Fourth line of the address.
Line5	String	False		Fifth line of the address.
City	String	False		City name for the address of the check.
State	String	False		State name for the address of the check.
PostalCode	String	False		Postal code for the address of the check.
Country	String	False		Country for the address of the check.
Note	String	False		Note for the address of the check.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
ItemLineId	String	True		The line item identifier.
ItemName	String	False	Items.FullName	The item name.
ItemId	String	False	Items.ID	The item Id.
ItemGroup	String	False	Items.FullName	Item group name. Reference to a group of line items this item is part of.
ItemGroupId	String	False	Items.ID	Item group Id. Reference to a group of line items this item is part of.
ItemDescription	String	False		A description of the item.
ItemQuantity	Double	False		The quantity of the item or item group specified in this line.
ItemCost	Double	False		The unit cost for the item.
ItemAmount	Double	False		Total amount for the item.
ItemBillableStatus	String	False		Billing status of the item. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED デフォルト値はEMPTYです。
ItemCustomer	String	False	Customers.FullName	The name of the customer who ordered the item.
ItemCustomerId	String	False	Customers.ID	The Id of the customer who ordered the item.
ItemClass	String	False	Class.FullName	The name for the class of the item.
ItemClassId	String	False	Class.ID	The Id for the class of the item.
ItemTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item. Available in only international editions of Reckon.
ItemTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax Id information for this item. Available in only international editions of Reckon.
ItemCustomFields	String	False		The custom fields for this lineitem.
IsToBePrinted	Boolean	False		Whether this transaction is to be printed. デフォルト値はfalseです。
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
ExchangeRate	Double	False		The market price for which this currency can be exchanged for the currency used by the Reckon company file as the home currency.
TimeModified	Datetime	True		When the check was last modified.
TimeCreated	Datetime	True		When the check was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ApplyCheckToTxnId	String	Identifies the transaction to be paid by this check. This can be used in updates and inserts.
ApplyCheckToTxnAmount	String	The amount of the transaction to be paid by this check. This can be used in updates and inserts.

Checks

Create, update, delete, and query Reckon Checks.

Table Specific Information

Checks may be inserted, queried, or updated via the Checks, CheckExpenseItems, or CheckLineItems tables. Checks may be deleted by using the Checks table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Checks are Id, Date, ReferenceNumber, Payee, PayeeId, Account, AccountId, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM Checks WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

SELECT * FROM Checks WHERE Date >= '2020-01-07' AND Date < '2020-01-10' 

SELECT * FROM Checks WHERE [Date] = '2020-01-07'

Insert

To add a Check, specify an Account, a Date, and at least one Expense or Line Item. The ItemAggregate and ExpenseAggregate columns may be used to specify an XML aggregate of Line or Expense Item data. The columns that may be used in these aggregates are defined in the CheckLineItems and CheckExpenseItems tables and it starts with Item and Expense. For example, the following will insert a new Check with two Line Items:

INSERT INTO Checks (Account, Date, ItemAggregate) VALUES ('Checking', '1/1/2011', 
'<CheckLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</CheckLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
ReferenceNumber	String	False		The transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Account	String	False	Accounts.FullName	The name of the account funds are being drawn from.
AccountId	String	False	Accounts.ID	The id of the account funds are being drawn from.
Payee	String	False	Vendors.Name	The name of the payee for the Check.
PayeeId	String	False	Vendors.ID	The Id of the payee for the Check.
Date	Date	False		Date of transaction. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value.
Amount	Double	True		Amount of the transaction.
Memo	String	False		A memo regarding this transaction.
Address	String	True		Full address returned by Reckon.
Line1	String	False		First line of the address.
Line2	String	False		Second line of the address.
Line3	String	False		Third line of the address.
Line4	String	False		Fourth line of the address.
Line5	String	False		Fifth line of the address.
City	String	False		City name for the address of the check.
State	String	False		State name for the address of the check.
PostalCode	String	False		Postal code for the address of the check.
Country	String	False		Country for the address of the check.
Note	String	False		Note for the address of the check.
ItemCount	Integer	True		The count of line items.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a check and its line item data.
ExpenseItemCount	Integer	True		The count of expense line items.
ExpenseItemAggregate	String	False		An aggregate of the expense item data which can be used for adding a check and its expense item data.
IsToBePrinted	Boolean	False		Whether this transaction is to be printed. デフォルト値はfalseです。
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
ExchangeRate	Double	False		The market price for which this currency can be exchanged for the currency used by the Reckon company file as the home currency.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
TimeModified	Datetime	True		When the check was last modified.
TimeCreated	Datetime	True		When the check was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions.
Expense*	String	All expense-item-specific columns may be used in insertions.
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.
ApplyCheckToTxnId	String	Identifies the transaction to be paid by this check. This can be used in updates and inserts.
ApplyCheckToTxnAmount	String	The amount of the transaction to be paid by this check. This can be used in updates and inserts.

Class

Create, delete, and query Reckon Classes.

Table Specific Information

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 the Class table are Id, Name, and IsActive. Name may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax.

Insert

To insert a Class, specify the Name field.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier of the class.
Name	String	False		The name of the class.
FullName	String	True		The full name of the class in the form ParentName\|ClassName.
IsActive	Boolean	False		Boolean determining if the class is active.
ParentRef_FullName	String	False	Class.FullName	Full name of the parent for the class. You may specify only ParentRef_FullName or ParentRef_ListId on INSERT/UPDATE statements and not both.
ParentRef_ListId	String	False	Class.ID	Id for the parent of the class. You may specify only ParentRef_FullName or ParentRef_ListId on INSERT/UPDATE statements and not both.
Sublevel	Integer	True		How many parents the class has.
EditSequence	String	True		A string indicating the revision of the class.
TimeCreated	Datetime	True		The time the class was created.
TimeModified	Datetime	True		The last time the class was modified.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
StartModifiedDate	String	This pseudo column is deprecated and should no longer be used. Earliest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format)
EndModifiedDate	String	This pseudo column is deprecated and should no longer be used. Latest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).
NameMatch	String	This pseudo column is deprecated and should no longer be used. The type of match to use if specifying the name. 使用できる値は次のとおりです。CONTAINS, EXACT, STARTSWITH, ENDSWITH
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。ACTIVE, INACTIVE, ALL, NA デフォルト値はALLです。

CreditCardChargeExpenseItems

Create, update, delete, and query Reckon Credit Card Charge Expense Line Items.

Table Specific Information

CreditCardCharges may be inserted, queried, or updated via the CreditCardCharges, CreditCardChargeExpenseItems, or CreditCardChargeLineItems tables. CreditCardCharges may be deleted by using the CreditCardCharges table.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 CreditCardCharges are Id, ReferenceNumber, Date, TimeModified, AccountName, and AccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM CreditCardChargeExpenseItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a CreditCardCharge, specify an Account and at least one Expense or Line Item. All Expense Line Item columns can be used for inserting multiple Expense Line Items for a new CreditCardCharge transaction. For example, the following will insert a new CreditCardCharge with two Expense Line Items:

INSERT INTO CreditCardChargeExpenseItems#TEMP (AccountName, ExpenseAccount ExpenseAmount) VALUES ('CalOil Credit Card', 'Job Expenses:Job Materials', 52.25)
INSERT INTO CreditCardChargeExpenseItems#TEMP (AccountName, ExpenseAccount ExpenseAmount) VALUES ('CalOil Credit Card', 'Automobile:Fuel', 235.87)
INSERT INTO CreditCardChargeExpenseItems (AccountName, ExpenseAccount, ExpenseAmount) SELECT AccountName, ExpenseAccount, ExpenseAmount FROM CreditCardChargeExpenseItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format CCChargeId\|ItemLineId.
CCChargeId	String	False	CreditCardCharges.ID	The item identifier.
Date	Date	False		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.
ReferenceNumber	String	False		Reference number for the transaction.
AccountName	String	False	Accounts.FullName	A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.
AccountId	String	False	Accounts.ID	A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.
Memo	String	False		Memo to appear on internal reports only.
PayeeName	String	False	Vendors.Name	Name of the payee for the transaction.
PayeeId	String	False	Vendors.ID	Id of the payee for the transaction.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
ExpenseLineId	String	True		The expense line item identifier.
ExpenseAccount	String	False	Accounts.FullName	The account name for this expense line. ExpenseAccount or ExpenseAccountId must have a value when inserting.
ExpenseAccountId	String	False	Accounts.ID	The account Id for this expense line. ExpenseAccount or ExpenseAccountId must have a value when inserting.
ExpenseAmount	Double	False		The total amount of this expense line.
ExpenseBillableStatus	String	False		The billing status of this expense line. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED
ExpenseCustomer	String	False	Customers.FullName	The customer associated with this expense line.
ExpenseCustomerId	String	False	Customers.ID	The customer associated with this expense line.
ExpenseClass	String	False	Class.FullName	The class name of this expense.
ExpenseClassId	String	False	Class.ID	The class Id of this expense.
ExpenseMemo	String	False		A memo for this expense line.
ExpenseTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item (taxable or nontaxable).
ExpenseTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax information for this item (taxable or nontaxable).
ExchangeRate	Double	False		The market price for which this currency can be exchanged for the currency used by the Reckon company file as the home currency.
TimeModified	Datetime	True		When the credit card charge was last modified.
TimeCreated	Datetime	True		When the credit card charge was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.

CreditCardChargeLineItems

Create, update, delete, and query Reckon Credit Card Charge Line Items.

Table Specific Information

CreditCardCharges may be inserted, queried, or updated via the CreditCardCharges, CreditCardChargeExpenseItems, or CreditCardChargeLineItems tables. CreditCardCharges may be deleted by using the CreditCardCharges table.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 CreditCardCharges are Id, ReferenceNumber, Date, TimeModified, AccountName, and AccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM CreditCardChargeLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a CreditCardCharge, specify an Account and at least one Expense or Line Item. All Line Item columns can be used for inserting multiple Line Items for a new CreditCardCharge transaction. For example, the following will insert a new CreditCardCharge with two Line Items:

INSERT INTO CreditCardChargeLineItems#TEMP (AccountName, ItemName, ItemQuantity) VALUES ('CalOil Credit Card', '1/1/2011', 'Repairs', 1)
INSERT INTO CreditCardChargeLineItems#TEMP (AccountName, ItemName, ItemQuantity) VALUES ('CalOil Credit Card', '1/1/2011', 'Removal', 2)
INSERT INTO CreditCardChargeLineItems (AccountName, ItemName, ItemQuantity) SELECT AccountName, ItemName, ItemQuantity FROM CreditCardChargeLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format CCChargeId\|ItemLineId.
CCChargeId	String	False	CreditCardCharges.ID	The item identifier.
Date	Date	False		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.
ReferenceNumber	String	False		Reference number for the transaction.
AccountName	String	False	Accounts.FullName	A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.
AccountId	String	False	Accounts.ID	A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.
Memo	String	False		Memo to appear on internal reports only.
PayeeName	String	False	Vendors.Name	Name of the payee for the transaction.
PayeeId	String	False	Vendors.ID	Id of the payee for the transaction.
ItemLineId	String	True		The line item identifier.
ItemName	String	False	Items.FullName	The item name.
ItemId	String	False	Items.ID	The item name.
ItemGroup	String	False	Items.FullName	Item group name. Reference to a group of line items this item is part of.
ItemGroupId	String	False	Items.ID	Item group name. Reference to a group of line items this item is part of.
ItemDescription	String	False		A description of the item.
ItemQuantity	Double	False		The quantity of the item or item group specified in this line.
ItemCost	Double	False		The unit cost for an item.
ItemAmount	Double	False		Total amount for this item.
ItemBillableStatus	String	False		Billing status of the item. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED
ItemCustomer	String	False	Customers.FullName	The name of the customer who ordered the item.
ItemCustomerId	String	False	Customers.ID	The Id of the customer who ordered the item.
ItemClass	String	False	Class.FullName	The name for the class of the item.
ItemClassId	String	False	Class.ID	The Id for the class of the item.
ItemTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item (taxable or nontaxable).
ItemTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax information for this item (taxable or nontaxable).
TimeModified	Datetime	True		When the transaction was last modified.
TimeCreated	Datetime	True		When the transaction was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ItemOverrideAccount	String	The Account Name used to override the default Account for the Item. This is only available during inserts and updates.
ItemOverrideAccountId	String	The Account Id used to override the default Account for the Item. This is only available during inserts and updates.

CreditCardCharges

Create, update, delete, and query Reckon Credit Card Charges.

Table Specific Information

CreditCardCharges may be inserted, queried, or updated via the CreditCardCharges, CreditCardChargeExpenseItems, or CreditCardChargeLineItems tables. CreditCardCharges may be deleted by using the CreditCardCharges table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 CreditCardCharges are Id, ReferenceNumber, Date, TimeModified, AccountName, and AccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM CreditCardCharges WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a CreditCardCharge, specify an Account and at least one Expense or Line Item. The ItemAggregate and ExpenseAggregate columns may be used to specify an XML aggregate of Line or Expense Item data. The columns that may be used in these aggregates are defined in the CreditCardChargeLineItems and CreditCardChargeExpenseItems tables and it starts with Item and Expense. For example, the following will insert a new CreditCardCharge with two Line Items:

INSERT INTO CreditCardCharges (AccountName, ItemAggregate) 
VALUES ('CalOil Credit Card', 
'<CreditCardChargeLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</CreditCardChargeLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier of the transaction.
Date	Date	False		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.
ReferenceNumber	String	False		Reference number for the transaction.
AccountName	String	False	Accounts.FullName	A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.
AccountId	String	False	Accounts.ID	A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.
Memo	String	False		Memo to appear on internal reports only.
PayeeName	String	False	Vendors.Name	Name of the payee for the transaction.
PayeeId	String	False	Vendors.ID	Id of the payee for the transaction.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
ItemCount	Integer	True		The count of line items.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a bill and its line item data.
ExpenseItemCount	Integer	True		The count of expense line items.
ExpenseItemAggregate	String	False		An aggregate of the expense item data which can be used for adding a bill and its expense item data.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
TimeModified	Datetime	True		When the credit card charge was last modified.
TimeCreated	Datetime	True		When the credit card charge was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions.
Expense*	String	All expense-item-specific columns may be used in insertions.
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.

CreditCardCreditExpenseItems

Create, update, delete, and query Reckon Credit Card Credit Expense Line Items.

Table Specific Information

CreditCardCredits may be inserted, queried, or updated via the CreditCardCredits, CreditCardCreditExpenseItems, or CreditCardCreditLineItems tables. CreditCardCredits may be deleted by using the CreditCardCredits table.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 CreditCardCredits are Id, ReferenceNumber, Date, TimeModified, AccountName, and AccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM CreditCardCreditExpenseItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a CreditCardCredit, specify an Account and at least one Expense or Line Item. All Expense Line Item columns can be used for inserting multiple Expense Line Items for a new CreditCardCredit transaction. For example, the following will insert a new CreditCardCredit with two Expense Line Items:

INSERT INTO CreditCardCreditExpenseItems#TEMP (AccountName, ExpenseAccount, ExpenseAmount) VALUES ('CalOil Credit Card', 'Job Expenses:Job Materials', 52.25)
INSERT INTO CreditCardCreditExpenseItems#TEMP (AccountName, ExpenseAccount, ExpenseAmount) VALUES ('CalOil Credit Card', 'Automobile:Fuel', 235.87)
INSERT INTO CreditCardCreditExpenseItems (AccountName, ExpenseAccount, ExpenseAmount) SELECT AccountName, ExpenseAccount, ExpenseAmount FROM CreditCardCreditExpenseItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format CCCreditId\|ItemLineId.
CCCreditId	String	False	CreditCardCredits.ID	The item identifier.
Date	Date	False		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.
ReferenceNumber	String	False		Reference number for the transaction.
AccountName	String	False	Accounts.FullName	A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.
AccountId	String	False	Accounts.ID	A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.
Memo	String	False		Memo to appear on internal reports only.
PayeeName	String	False	Vendors.Name	Name of the payee for the transaction.
PayeeId	String	False	Vendors.ID	Id of the payee for the transaction.
ExpenseLineId	String	True		The expense line item identifier.
ExpenseAccount	String	False	Accounts.FullName	The account name for this expense line. ExpenseAccount or ExpenseAccountId must have a value when inserting.
ExpenseAccountId	String	False	Accounts.ID	The account Id for this expense line. ExpenseAccount or ExpenseAccountId must have a value when inserting.
ExpenseAmount	Double	False		The total amount of this expense line.
ExpenseBillableStatus	String	False		The billing status of this expense line. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED
ExpenseCustomer	String	False	Customers.FullName	The customer associated with this expense line.
ExpenseCustomerId	String	False	Customers.ID	The customer associated with this expense line.
ExpenseClass	String	False	Class.FullName	The class name of this expense.
ExpenseClassId	String	False	Class.ID	The class Id of this expense.
ExpenseMemo	String	False		A memo for this expense line.
ExpenseTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item (taxable or nontaxable).
ExpenseTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax information for this item (taxable or nontaxable).
TimeModified	Datetime	True		When the credit card credit was last modified.
TimeCreated	Datetime	True		When the credit card credit was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.

CreditCardCreditLineItems

Create, update, delete, and query Reckon Credit Card Credit Line Items.

Table Specific Information

CreditCardCredits may be inserted, queried, or updated via the CreditCardCredits, CreditCardCreditExpenseItems, or CreditCardCreditLineItems tables. CreditCardCredits may be deleted by using the CreditCardCredits table.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 CreditCardCredits are Id, ReferenceNumber, Date, TimeModified, AccountName, and AccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM CreditCardCreditLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a CreditCardCredit, specify an Account and at least one Expense or Line Item. All Line Item columns can be used for inserting multiple Line Items for a new CreditCardCredit transaction. For example, the following will insert a new CreditCardCredit with two Line Items:

INSERT INTO CreditCardCreditLineItems#TEMP (AccountName, ItemName, ItemQuantity) VALUES ('CalOil Credit Card', '1/1/2011', 'Repairs', 1)
INSERT INTO CreditCardCreditLineItems#TEMP (AccountName, ItemName, ItemQuantity) VALUES ('CalOil Credit Card', '1/1/2011', 'Removal', 2)
INSERT INTO CreditCardCreditLineItems (AccountName, ItemName, ItemQuantity) SELECT AccountName, ItemName ItemQuantity FROM CreditCardCreditLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format CCCreditId\|ItemLineId.
CCCreditId	String	False	CreditCardCredits.ID	The item identifier.
Date	Date	False		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.
ReferenceNumber	String	False		Reference number for the transaction.
AccountName	String	False	Accounts.FullName	A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.
AccountId	String	False	Accounts.ID	A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.
Memo	String	False		Memo to appear on internal reports only.
PayeeName	String	False	Vendors.Name	Name of the payee for the transaction.
PayeeId	String	False	Vendors.ID	Id of the payee for the transaction.
ItemLineId	String	True		The line item identifier.
ItemName	String	False	Items.FullName	The item name.
ItemId	String	False	Items.ID	The item name.
ItemGroup	String	False	Items.FullName	Item group name. Reference to a group of line items this item is part of.
ItemGroupId	String	False	Items.ID	Item group name. Reference to a group of line items this item is part of.
ItemDescription	String	False		A description of the item.
ItemQuantity	Double	False		The quantity of the item or item group specified in this line.
ItemCost	Double	False		The unit cost for an item.
ItemAmount	Double	False		Total amount for this item.
ItemBillableStatus	String	False		Billing status of the item. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED
ItemCustomer	String	False	Customers.FullName	The name of the customer who ordered the item.
ItemCustomerId	String	False	Customers.ID	The Id of the customer who ordered the item.
ItemClass	String	False	Class.FullName	The name for the class of the item.
ItemClassId	String	False	Class.ID	The Id for the class of the item.
TimeModified	Datetime	True		When the bill was last modified.
TimeCreated	Datetime	True		When the bill was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ItemOverrideAccount	String	The Account Name used to override the default Account for the Item. This is only available during inserts and updates.
ItemOverrideAccountId	String	The Account Id used to override the default Account for the Item. This is only available during inserts and updates.

CreditCardCredits

Create, update, delete, and query Reckon Credit Card Credits.

Table Specific Information

CreditCardCredits may be inserted, queried, or updated via the CreditCardCredits, CreditCardCreditExpenseItems, or CreditCardCreditLineItems tables. CreditCardCredits may be deleted by using the CreditCardCredits table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 CreditCardCredits are Id, ReferenceNumber, Date, TimeModified, AccountName, and AccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM CreditCardCredits WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a CreditCardCredit, specify an Account and at least one Expense or Line Item. The ItemAggregate and ExpenseAggregate columns may be used to specify an XML aggregate of Line or Expense Item data. The columns that may be used in these aggregates are defined in the CreditCardCreditLineItems and CreditCardCreditExpenseItems tables and it starts with Item and Expense. For example, the following will insert a new CreditCardCredit with two Line Items:

INSERT INTO CreditCardCredits (AccountName, ItemAggregate) 
VALUES ('CalOil Credit Card', 
'<CreditCardCreditLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</CreditCardCreditLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
Date	Date	False		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.
ReferenceNumber	String	False		Reference number for the transaction.
AccountName	String	False	Accounts.FullName	A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.
AccountId	String	False	Accounts.ID	A reference to the credit card account. Either AccountId or AccountName must have a value when inserting.
Memo	String	False		Memo to appear on internal reports only.
PayeeName	String	False	Vendors.Name	Name of the payee for the transaction.
PayeeId	String	False	Vendors.ID	Id of the payee for the transaction.
ItemCount	Integer	True		The count of line items.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a credit card credit and its line item data.
ExpenseItemCount	Integer	True		The count of expense line items.
ExpenseItemAggregate	String	False		An aggregate of the expense item data which can be used for adding a credit card credit and its expense item data.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
TimeModified	Datetime	True		When the credit card credit was last modified.
TimeCreated	Datetime	True		When the credit card credit was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions.
Expense*	String	All expense-item-specific columns may be used in insertions.
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.

CreditMemoLineItems

Create, update, delete, and query Reckon Credit Memo Line Items.

Table Specific Information

CreditMemos may be inserted, queried, or updated via the CreditMemoLineItems table. CreditMemos may be deleted by using the CreditMemos table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 CreditMemos are Id, ReferenceNumber, Date, TimeModified, CustomerName, CustomerId, AccountsReceivable, and AccountsReceivableId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM CreditMemoLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a CreditMemo, specify a Customer and at least one Line Item. All Line Item columns can be used for inserting multiple Line Items for a new CreditMemo transaction. For example, the following will insert a new CreditMemo with two Line Items:

INSERT INTO CreditMemoLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Abercrombie, Kristy', 'Repairs', 1)
INSERT INTO CreditMemoLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Abercrombie, Kristy', 'Removal', 2)
INSERT INTO CreditMemoLineItems (CustomerName, ItemName, ItemQuantity) SELECT CustomerName, ItemName, ItemQuantity FROM CreditMemoLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format CreditMemoId\|ItemLineId.
CreditMemoId	String	False	CreditMemos.ID	The item identifier.
ReferenceNumber	String	False		The transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Date	Date	False		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.
CustomerName	String	False	Customers.FullName	The name of the customer on the credit memo. CustomerName or CustomerId are required to have a value when inserting.
CustomerId	String	False	Customers.ID	The Id of the customer on the credit memo. CustomerName or CustomerId are required to have a value when inserting.
AccountsReceivable	String	False	Accounts.FullName	A reference to the name of the accounts-receivable account where the money received from this transaction will be deposited.
AccountsReceivableId	String	False	Accounts.ID	A reference to the Id of the accounts-receivable account where the money received from this transaction will be deposited.
ShipMethod	String	False	ShippingMethods.Name	The shipping method.
ShipMethodId	String	False	ShippingMethods.ID	The shipping method id.
ShipDate	Date	False		The shipping date.
Memo	String	False		A memo regarding this transaction.
Amount	Double	False		Total amount for this transaction.
Message	String	False	CustomerMessages.Name	A message to the customer.
MessageId	String	False	CustomerMessages.ID	Id of the message to the customer.
SalesRep	String	False	SalesReps.Initial	Reference to (the initials of) the sales rep.
SalesRepId	String	False	SalesReps.ID	Reference Id to the sales rep.
FOB	String	False		Freight on board: The place to ship from.
BillingAddress	String	True		Full billing address returned by Reckon.
BillingLine1	String	False		First line of the billing address.
BillingLine2	String	False		Second line of the billing address.
BillingLine3	String	False		Third line of the billing address.
BillingLine4	String	False		Fourth line of the billing address.
BillingLine5	String	False		Fifth line of the billing address.
BillingCity	String	False		City name for the billing address of the credit memo.
BillingState	String	False		State name for the billing address of the credit memo.
BillingPostalCode	String	False		Postal code for the billing address of the credit memo.
BillingCountry	String	False		Country for the billing address of the credit memo.
BillingNote	String	False		Note for the billing address of the credit memo.
ShippingAddress	String	True		Full shipping address returned by Reckon.
ShippingLine1	String	False		First line of the shipping address.
ShippingLine2	String	False		Second line of the shipping address.
ShippingLine3	String	False		Third line of the shipping address.
ShippingLine4	String	False		Fourth line of the shipping address.
ShippingLine5	String	False		Fifth line of the shipping address.
ShippingCity	String	False		City name for the shipping address of the credit memo.
ShippingState	String	False		State name for the shipping address of the credit memo.
ShippingPostalCode	String	False		Postal code for the shipping address of the credit memo.
ShippingCountry	String	False		Country for the shipping address of the credit memo.
ShippingNote	String	False		Note for the shipping address of the credit memo.
Subtotal	Double	True		The gross subtotal. This does not include tax or the amount already paid.
Tax	Double	False		Total sales tax applied to this transaction.
TaxItem	String	False	SalesTaxItems.Name	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxItemId	String	False	SalesTaxItems.ID	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxPercent	Double	True		Percentage charged for sales tax.
IsPending	Boolean	False		Transaction status (whether this transaction has been completed or it is still pending).
IsToBeEmailed	Boolean	False		Whether this credit memo is to be emailed.
IsToBePrinted	Boolean	False		Whether this transaction is to be printed.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
PONumber	String	False		The purchase order number.
Terms	String	False		The payment terms.
TermsId	String	False		The payment terms.
CreditRemaining	Double	True		Remaining credit.
DueDate	Date	False		Date when the credit is due.
Template	String	False	Templates.Name	The name of an existing template to apply to the transaction.
TemplateId	String	False	Templates.ID	The Id of an existing template to apply to the transaction.
CustomerSalesTax	String	False	SalesTaxCodes.Name	Reference to sales tax information for the customer.
CustomerSalesTaxId	String	False	SalesTaxCodes.ID	Reference to sales tax information for the customer.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
ItemLineId	String	True		The line item identifier.
ItemName	String	False	Items.FullName	The item name.
ItemId	String	False	Items.ID	The item identifier.
ItemGroup	String	False	Items.FullName	Item group name. Reference to a group of line items this item is part of.
ItemGroupId	String	False	Items.ID	Item group Id. Reference to a group of line items this item is part of.
ItemDescription	String	False		A description of the item.
ItemQuantity	Double	False		The quantity of the item or item group specified in this line.
ItemRate	Double	False		The unit rate charged for this item.
ItemRatePercent	Double	False		The rate percent charged for this item.
ItemTaxCode	String	False	SalesTaxItems.Name	Sales tax information for this item (taxable or nontaxable).
ItemTaxCodeId	String	False	SalesTaxItems.ID	Sales tax information for this item (taxable or nontaxable).
ItemAmount	Double	False		Total amount for this item.
ItemClass	String	False	Class.FullName	The class name of the item.
ItemClassId	String	False	Class.ID	The class name of the item.
ItemOther1	String	False		The Other1 field of this line item.
ItemOther2	String	False		The Other2 field of this line item.
ItemCustomFields	String	False		The custom fields for this lineitem.
ItemIsGetPrintItemsInGroup	Boolean	False		If true, a list of this group's individual items their amounts will appear on printed forms.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the credit memo was last modified.
TimeCreated	Datetime	True		When the credit memo was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ItemPriceLevel	String	Item price level name. Reckon will not return the price level.
ItemOverrideAccount	String	The Account Name used to override the default Account for the Item. This is only available during inserts and updates.
ItemOverrideAccountId	String	The Account Id used to override the default Account for the Item. This is only available during inserts and updates.

CreditMemos

Create, update, delete, and query Reckon Credit Memos.

Table Specific Information

CreditMemos may be inserted, queried, or updated via the CreditMemoLineItems table. CreditMemos may be deleted by using the CreditMemos table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 CreditMemos are Id, ReferenceNumber, Date, TimeModified, CustomerName, CustomerId, AccountsReceivable, and AccountsReceivableId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM CreditMemos WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a CreditMemo, specify a Customer and at least one Line Item. The ItemAggregate column may be used to specify an XML aggregate of Line Item data. The columns that may be used in these aggregates are defined in the CreditMemoLineItems tableand it starts with Item. For example, the following will insert a new CreditMemo with two Line Items:

INSERT INTO CreditMemos (CustomerName, ItemAggregate) 
VALUES ('Abercrombie, Kristy', 
'<CreditMemoLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</CreditMemoLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
ReferenceNumber	String	False		The transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Date	Date	False		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.
CustomerName	String	False	Customers.FullName	The name of the customer on the credit memo. CustomerName or CustomerId are required to have a value when inserting.
CustomerId	String	False	Customers.ID	The Id of the customer on the credit memo. CustomerName or CustomerId are required to have a value when inserting.
AccountsReceivable	String	False	Accounts.FullName	A reference to the name of the accounts-receivable account where the money received from this transaction will be deposited.
AccountsReceivableId	String	False	Accounts.ID	A reference to the Id of the accounts-receivable account where the money received from this transaction will be deposited.
ShipMethod	String	False	ShippingMethods.Name	The shipping method.
ShipMethodId	String	False	ShippingMethods.ID	The shipping method Id.
ShipDate	Date	False		The shipping date.
Memo	String	False		A memo regarding this transaction.
Amount	Double	False		Total amount for this transaction.
Message	String	False	CustomerMessages.Name	A message to the customer.
MessageId	String	False	CustomerMessages.ID	Id of the message to the customer.
SalesRep	String	False	SalesReps.Initial	Reference to (initials of) the sales rep.
SalesRepId	String	False	SalesReps.ID	Reference Id to the sales rep.
FOB	String	False		Freight on board: The place to ship from.
BillingAddress	String	True		Full billing address returned by Reckon.
BillingLine1	String	False		First line of the billing address.
BillingLine2	String	False		Second line of the billing address.
BillingLine3	String	False		Third line of the billing address.
BillingLine4	String	False		Fourth line of the billing address.
BillingLine5	String	False		Fifth line of the billing address.
BillingCity	String	False		City name for the billing address of the credit memo.
BillingState	String	False		State name for the billing address of the credit memo.
BillingPostalCode	String	False		Postal code for the billing address of the credit memo.
BillingCountry	String	False		Country for the billing address of the credit memo.
BillingNote	String	False		Note for the billing address of the credit memo.
ShippingAddress	String	True		Full shipping address returned by Reckon.
ShippingLine1	String	False		First line of the shipping address.
ShippingLine2	String	False		Second line of the shipping address.
ShippingLine3	String	False		Third line of the shipping address.
ShippingLine4	String	False		Fourth line of the shipping address.
ShippingLine5	String	False		Fifth line of the shipping address.
ShippingCity	String	False		City name for the shipping address of the credit memo.
ShippingState	String	False		State name for the shipping address of the credit memo.
ShippingPostalCode	String	False		Postal code for the shipping address of the credit memo.
ShippingCountry	String	False		Country for the shipping address of the credit memo.
ShippingNote	String	False		Note for the shipping address of the credit memo.
Subtotal	Double	True		The gross subtotal. This does not include tax or the amount already paid.
Tax	Double	False		Total sales tax applied to this transaction.
TaxItem	String	False	SalesTaxItems.Name	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxItemId	String	False	SalesTaxItems.ID	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxPercent	Double	True		Percentage charged for sales tax.
IsPending	Boolean	False		Transaction status (whether this transaction has been completed or is still pending).
IsToBeEmailed	Boolean	False		Whether this credit memo is to be emailed.
IsToBePrinted	Boolean	False		Whether this transaction is to be printed.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
PONumber	String	False		The purchase order number.
Terms	String	False		The payment terms.
TermsId	String	False		The payment terms.
CreditRemaining	Double	True		Remaining credit.
DueDate	Date	False		Date when the credit is due.
Template	String	False	Templates.Name	The name of an existing template to apply to the transaction.
TemplateId	String	False	Templates.ID	The Id of an existing template to apply to the transaction.
CustomerSalesTax	String	False	SalesTaxCodes.Name	Reference to sales tax information for the customer.
CustomerSalesTaxId	String	False	SalesTaxCodes.ID	Reference to sales tax information for the customer.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
ExchangeRate	Double	False		Indicates the exchange rate for the transaction.
ItemCount	Integer	True		The count of line items.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a credit memo and its line item data.
TransactionCount	Integer	True		The count of related transactions to the credi tmemo.
TransactionAggregate	String	True		An aggregate of the linked transaction data.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the credit memo was last modified.
TimeCreated	Datetime	True		When the credit memo was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions.
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.

CustomerMessages

Create, delete, and query Customer Messages.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier of the customer message.
Name	String	False		The name of the customer message.
IsActive	Boolean	False		Boolean determining if the customer message is active.
EditSequence	String	True		A string indicating the revision of the customer message.
TimeCreated	Datetime	True		The time the customer message was created.
TimeModified	Datetime	True		The last time the customer message was modified.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
StartModifiedDate	String	This pseudo column is deprecated and should no longer be used. Earliest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format)
EndModifiedDate	String	This pseudo column is deprecated and should no longer be used. Latest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).
NameMatch	String	This pseudo column is deprecated and should no longer be used. The type of match to use if specifying the name. 使用できる値は次のとおりです。CONTAINS, EXACT, STARTSWITH, ENDSWITH
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。ACTIVE, INACTIVE, ALL, NA デフォルト値はALLです。

Customers

Create, update, delete, and query Reckon Customers.

Table Specific Information

To add a Customer, you must specify the Name field.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Customers are Id, Name, Balance, IsActive, and TimeModified. TimeModified may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. Balance may be used with the >=, <=, or = conditions but cannot be used 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 Customers WHERE Name LIKE '%George%' AND TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND Balance > 100.00 AND Balance < 200.00

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier of the customer.
Name	String	False		The name of the customer. This is required to have a value when inserting.
FullName	String	True		The full name of the customer, including parents in the format parent:customer.
Salutation	String	False		A salutation, such as Mr., Mrs., etc.
FirstName	String	False		The first name of the customer as stated in the address info.
MiddleInitial	String	False		A middle name or middle initial of the customer.
LastName	String	False		The last name of the customer as stated in the address info.
AccountNumber	String	False		The account number for the customer.
Company	String	False		The name of the company of the customer.
Balance	Double	True		The balance owned by this customer including subcustomers.
CustomerBalance	Double	True		The balance owned by only this customer not including subcustomers.
Contact	String	False		The name of the main contact person for the customer.
Type	String	False	CustomerTypes.FullName	A predefined customer type within Reckon. Typical customer types, if defined, might be Commercial, Residential, etc.
TypeId	String	False	CustomerTypes.ID	A predefined customer type within Reckon.
Phone	String	False		The main telephone number for the customer.
Fax	String	False		The fax number number for the customer.
AlternateContact	String	False		The name of an alternate contact person for the customer.
AlternatePhone	String	False		The alternate telephone number for the customer.
Email	String	False		The email address for communicating with the customer.
Notes	String	False		The first note for a customer. To retrieve all notes for a customer, use the NotesAggregate column or the CustomerNotes table.
ParentName	String	False	Customers.FullName	The parent name of the job.
ParentId	String	False	Customers.ID	The parent Id of the job.
Sublevel	Integer	False		The number of ancestors this customer has.
JobStatus	String	False		The current status of the job. 使用できる値は次のとおりです。Awarded, Closed, InProgress, None, NotAwarded, Pending
JobStartDate	Date	False		The start date of the job.
JobProjectedEndDate	Date	False		The expected end date for the job.
JobEndDate	Date	False		The actual end date for the job.
JobDescription	String	False		A description of the job.
JobType	String	False		The name of the job type.
JobTypeId	String	False		A job type reference Id.
CreditCardAddress	String	False		The address associated with the credit card.
CreditCardExpMonth	Integer	False		The expiration month associated with the credit card.
CreditCardExpYear	Integer	False		The expiration year associated with the credit card.
CreditCardNameOnCard	String	False		The name as it appears on the credit card of the customer.
CreditCardNumber	String	False		The credit card number on file for this customer.
CreditCardPostalCode	String	False		The postal code associated with the address and number on file for this customer.
CreditLimit	Double	False		The credit limit for this customer. If it is equal to 0, there is no credit limit.
BillingAddress	String	True		Full billing address returned by Reckon.
BillingLine1	String	False		First line of the billing address.
BillingLine2	String	False		Second line of the billing address.
BillingLine3	String	False		Third line of the billing address.
BillingLine4	String	False		Fourth line of the billing address.
BillingLine5	String	False		Fifth line of the billing address.
BillingCity	String	False		City name for the billing address of the customer.
BillingState	String	False		State name for the billing address of the customer.
BillingPostalCode	String	False		Postal code for the billing address of the customer.
BillingCountry	String	False		Country for the billing address of the customer.
BillingNote	String	False		Note for the billing address of the customer.
ShippingAddress	String	True		Full shipping address returned by Reckon.
ShippingLine1	String	False		First line of the shipping address.
ShippingLine2	String	False		Second line of the shipping address.
ShippingLine3	String	False		Third line of the shipping address.
ShippingLine4	String	False		Fourth line of the shipping address.
ShippingLine5	String	False		Fifth line of the shipping address.
ShippingCity	String	False		City name for the shipping address of the customer.
ShippingState	String	False		State name for the shipping address of the customer.
ShippingPostalCode	String	False		Postal code for the shipping address of the customer.
ShippingCountry	String	False		Country for the shipping address of the customer.
ShippingNote	String	False		Note for the shipping address of the customer.
ResaleNumber	String	False		The resale number of the customer, if he/she has one. This field can be set in inserts but not in updates.
SalesRep	String	False	SalesReps.ID	A reference to a sales rep for the customer.
SalesRepId	String	False	SalesReps.Initial	A reference to a sales rep for the customer.
Terms	String	False		A reference to terms of payment for this customer. A typical example might be '2% 10 Net 60'. This field can be set in inserts but not in updates.
TermsId	String	False		A reference to terms of payment for this customer.
TaxCode	String	False	SalesTaxCodes.Name	This is a reference to a sales tax code predefined within Reckon. This field can be set in inserts but not in updates.
TaxCodeId	String	False	SalesTaxCodes.ID	This is a reference to a sales tax code predefined within Reckon. This field can be set in inserts but not in updates.
TaxItem	String	False	SalesTaxItems.Name	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxItemId	String	False	SalesTaxItems.ID	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
SalesTaxCountry	String	False		Identifies the country collecting applicable sales taxes. Only available in international editons of Reckon.
PriceLevel	String	False	PriceLevels.Name	Reference to a price level for the customer.
PriceLevelId	String	False	PriceLevels.ID	Reference to a price level for the customer.
PreferredPaymentMethodName	String	False	PaymentMethods.Name	The preferred method of payment.
PreferredPaymentMethodId	String	False	PaymentMethods.ID	The preferred method of payment.
IsActive	Boolean	False		Whether or not the customer is active.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the customer was last modified.
TimeCreated	Datetime	True		When the customer was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
NameMatchType	String	This pseudo column is deprecated and should no longer be used. Type of match to perform on SearchName. 使用できる値は次のとおりです。CONTAINS, EXACT, STARTSWITH, ENDSWITH デフォルト値はCONTAINSです。
IncludeJobs	Boolean	Whether or not to include job information in the results. デフォルト値はTRUEです。
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。ACTIVE, INACTIVE, ALL, NA デフォルト値はALLです。
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.
MinBalance	String	This pseudo column is deprecated and should no longer be used. A minimum balance that returned records should have. Limits the search to records with balances greater than or equal to MinBalance.
MaxBalance	String	This pseudo column is deprecated and should no longer be used. A maximum balance that returned records should have. Limits the search to records with balances less than or equal to MaxBalance.

CustomerTypes

Create, update, delete, and query Reckon Customer Types.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
Name	String	False		The name of the customer type.
FullName	String	True		The full name of the customer, including parents in the format Parent:Customer.
ParentName	String	False	CustomerTypes.FullName	The parent name of the job.
ParentId	String	False	CustomerTypes.ID	The parent id of the job.
IsActive	Boolean	False		Whether or not the customer type is active.
TimeCreated	Datetime	True		The datetime the customer type was made.
TimeModified	Datetime	True		The last datetime the customer type was modified.
EditSequence	String	True		An identifier used for versioning for this copy of the object.

DateDrivenTerms

Create, delete, and query Reckon Date Driven Terms.

Table Specific Information

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 DateDrivenTerms are Name, TimeModified, and IsActive. 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.

Insert

To insert DateDrivenTerms, specify the Name and DayOfMonthDue.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The Id of the date driven term.
Name	String	False		The name of the date driven term.
IsActive	Boolean	False		Boolean indicating if the date driven term is active.
DayOfMonthDue	Integer	False		Day of the month when full payment is due with no discount.
DueNextMonthDays	Integer	False		If the invoice or bill is issued within this many days of the due date, payment is not due until the following month.
DiscountDayOfMonth	Integer	False		If the payment is made by this day of the month, then DiscountPct applies.
DiscountPct	Double	False		If the payment is received by DiscountDayOfMonth, then this discount will apply to the payment. DiscountPct must be between 0 and 100.
EditSequence	String	True		A string indicating the revision of the date driven term.
TimeCreated	Datetime	True		The time the date driven term was created.
TimeModified	Datetime	True		The time the date driven term was last modified.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
StartModifiedDate	String	This pseudo column is deprecated and should no longer be used. Earliest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format)
EndModifiedDate	String	This pseudo column is deprecated and should no longer be used. Latest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).
NameMatch	String	This pseudo column is deprecated and should no longer be used. The type of match to use when searching with the name. 使用できる値は次のとおりです。EXACT, STARTSWITH, CONTAINS, ENDSWITH デフォルト値はEXACTです。

DepositLineItems

Create, update, delete, and query Reckon Deposit Line Items.

Table Specific Information

Deposits may be inserted, queried, or updated via the Deposits or DepositLineItems tables. Deposits may be deleted by using the Deposits table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Deposits are Id, Date, TimeModified, DepositToAccount, and DepositToAccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. For example:

SELECT * FROM DepositLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011'

Insert

To add a Deposit, specify the DepositToAccount field and at least one Line Item. All Line Items must have an ItemAccount specified.

All Line Item columns can be used for inserting multiple Line Items for a new Deposit transaction. For example, the following will insert a new Deposit with two Line Items:

INSERT INTO DepositLineItems#TEMP (DepositToAccount, ItemAccount, ItemAmount) VALUES ('Checking', 'Undeposited Funds', 12.25)
INSERT INTO DepositLineItems#TEMP (DepositToAccount, ItemAccount, ItemAmount) VALUES ('Checking', 'Savings', 155.35)
INSERT INTO DepositLineItems (DepositToAccount, ItemAccount, ItemAmount) SELECT DepositToAccount, ItemAccount, ItemAmount FROM DepositLineItems#TEMP

Following is an example to Insert with Transaction Id(ItemPaymentId)

INSERT INTO DepositLineItems (DepositToAccount, Date, ItemPaymentId) VALUES ('Petty Cash', '2022-06-21', '28D31-1702630754')

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format DepositId\|ItemLineId.
DepositId	String	False	Deposits.ID	The deposit identifier. Set this value when inserting values to an existing deposit, or leave it blank to add a new deposit.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Date	Date	False		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.
CashBackAccount	String	False	Accounts.FullName	Account reference to the bank or credit card company.
CashBackAccountId	String	False	Accounts.ID	Account reference to the bank or credit card company.
CashBackAmount	Double	False		Cash-back amount.
CashBackId	String	True		Id of the cash back transaction.
CashBackMemo	String	False		Additional info for the cash back transaction.
DepositToAccount	String	False	Accounts.FullName	Account to deposit funds to.
DepositToAccountId	String	False	Accounts.ID	Account to deposit funds to.
Memo	String	False		Memo to appear on internal reports only.
TotalDeposit	Double	True		The total of the deposit.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
ItemLineId	String	True		The line item identifier.
ItemAccount	String	False	Accounts.FullName	A reference to the account funds are being deposited to.
ItemAccountId	String	False	Accounts.ID	A reference to the account funds are being deposited to.
ItemAmount	Double	False		The total amount of this deposit line item. This should be a positive number.
ItemCheckNumber	String	False		The check number for this deposit line item.
ItemClass	String	False	Class.FullName	Specifies the class of the deposit line item.
ItemClassId	String	False	Class.ID	Specifies the class of the deposit line item.
ItemEntityName	String	False		An entity name for this deposit line item.
ItemEntityId	String	False		An entity Id for this deposit line item.
ItemMemo	String	False		Memo for this deposit line item.
ItemPaymentMethod	String	False	PaymentMethods.Name	The payment method (funding source) for this deposit line item. For example: cash, check, or Master Card.
ItemPaymentId	String	False	PaymentMethods.ID	The payment transaction Id for this deposit line item.
ItemPaymentLineId	String	False		The payment transaction line id for this deposit line item.
ItemRefId	String	False		Identification number of the transaction associated with this deposit line.
ItemTxnType	String	True		Type of the transaction associated with this deposit line.
TimeModified	Datetime	True		When the deposit was last modified.
TimeCreated	Datetime	True		When the deposit was created.
Payee	String	False	Vendors.Name	The name of the payee for the Check.
PayeeId	String	False	Vendors.ID	The Id of the payee for the Check.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ItemPriceLevel	String	Item price level name. Reckon will not return the price level.

Deposits

Create, update, delete, and query Reckon Deposits.

Table Specific Information

Deposits may be inserted, queried, or updated via the Deposits or DepositLineItems tables. Deposits may be deleted by using the Deposits table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Deposits are Id, DepositToAccount, and DepositToAccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. For example:

SELECT * FROM Deposits WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011'

Insert

To add a Deposit, specify the DepositToAccount field and at least one Line Item. The ItemAggregate column may be used to specify an XML aggregate of Line Item data. The columns that may be used in these aggregates are defined in the DepositLineItems table and it starts with Item. For example, the following will insert a new Deposit with two Line Items:

INSERT INTO Deposits (DepositToAccount, ItemAggregate) 
VALUES ('Checking', '<DepositLineItems>
<Row><ItemAccount>Undeposited Funds</ItemAccount><ItemAmount>12.25</ItemAmount></Row>
<Row><ItemAccount>Savings</ItemAccount><ItemAmount>155.35</ItemAmount></Row>
</DepositLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Date	Date	False		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.
CashBackAccount	String	False	Accounts.FullName	Account reference to the bank or credit card company.
CashBackAccountId	String	False	Accounts.ID	Account reference to the bank or credit card company.
CashBackAmount	Double	False		Cash back amount.
CashBackId	String	True		Id of the cash back transaction.
CashBackMemo	String	False		Additional info for the cash back transaction.
DepositToAccount	String	False	Accounts.FullName	Account to deposit funds to.
DepositToAccountId	String	False	Accounts.ID	Account to deposit funds to.
Memo	String	False		Memo to appear on internal reports only.
TotalDeposit	Double	True		The total of the deposit.
ItemCount	Integer	True		The count of line items.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a deposit and its line item data.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
TimeModified	Datetime	True		When the deposit was last modified.
TimeCreated	Datetime	True		When the deposit was created.
Payee	String	False	Vendors.Name	The name of the payee for the Check.
PayeeId	String	False	Vendors.ID	The Id of the payee for the Check.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions.
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.

EmployeeEarnings

Create, update, delete, and query Reckon Employee Earnings.

Table Specific Information

The Ids for the EmployeeEarnings table operate a bit differently than Line Items. Unlike Line Items, Reckon Accounts Hosted does not return a unique Id for EmployeeEarnings. Instead, each EmployeeEarnings entry is returned in a specific order, and Employee Earnings entries can be updated in that order back to Reckon Accounts Hosted. To give the Employee Earnings unique Ids, we have appended the index number of each EmployeeEarnings entry to the Id. It will be up to the programmer to ensure that any modifications to Employee entries through the Reckon Accounts Hosted UI (or another application between a SELECT and an UPDATE call) are handled.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Employees are Id, Name, and IsActive. 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 EmployeeEarnings WHERE Name LIKE '%George%' AND TimeModified > '1/1/2011' AND TimeModified < '2/1/2011'

Insert

To add an EmployeeEarnings entry, specify the EmployeeId field in the INSERT statement. If you instead specify the Employee Name, the Sync App will attempt to add a new Employee. For example:

INSERT INTO EmployeeEarnings (Name, EarningsWageName, EarningsRate) VALUES ('370000-933272659', 'Regular Pay', 21.32)

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format EmployeeId\|EmployeeEarningsId.
Name	String	True		The name of the employee.
PayPeriod	String	False		Indicates how often employees are paid 使用できる値は次のとおりです。Daily, Weekly, Biweekly, Semimonthly, Monthly, Quarterly, Yearly
EmployeeId	String	False	Employees.ID	The Id of the employee. This is required to have a value when inserting.
EarningsId	String	True		The Id of the employee earnings entry.
EarningsWageName	String	False		The wage name. This is required to have a value when inserting.
EarningsWageId	String	False		A reference Id to the wage. Used for payroll.
EarningsRate	Double	False		Employee earnings rate. Used for payroll.
EarningsRatePercent	Double	False		Employee earnings ratepercent. Used for payroll.
TimeModified	Datetime	True		When the item was last modified.
TimeCreated	Datetime	True		When the item was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
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。ACTIVE, INACTIVE, ALL, NA デフォルト値はALLです。
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.

Employees

Create, update, delete, and query Reckon Employees.

Table Specific Information

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Employees are Id, Name, TimeModified, and IsActive. 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 Employees WHERE Name LIKE '%George%' AND TimeModified > '1/1/2011' AND TimeModified < '2/1/2011'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier of the employee.
Name	String	False		The name of the employee. This is required to have a value when inserting.
Salutation	String	False		A salutation, such as Mr., Mrs., etc.
FirstName	String	False		The first name of the employee.
MiddleInitial	String	False		A middle name or middle initial of the employee.
LastName	String	False		The last name of the employee.
AccountNumber	String	False		The account number for this employee.
SSN	String	False		The social security number of the employee.
EmployeeType	String	False		The type of employee. 使用できる値は次のとおりです。Regular, Unspecified, Officer, Statutory, Owner
Gender	String	False		The gender of the employee. 使用できる値は次のとおりです。Unspecified, Male, Female
Address	String	True		Full address returned by Reckon.
Line1	String	False		First line of the address.
Line2	String	False		Second line of the address.
City	String	False		City name for the address.
State	String	False		State name for the address.
PostalCode	String	False		Postal code for the address.
Country	String	False		Country for the address.
AlternatePhone	String	False		An alternate phone number for the employee.
Email	String	False		The email address of the employee.
PrintAs	String	False		How the employee name should be printed.
MobilePhone	String	False		The mobile phone number of this employee.
Pager	String	False		The pager number of this employee.
PagerPIN	String	False		The personal identification number for the pager of this employee.
Fax	String	False		The fax number of this employee.
BirthDate	Date	False		The date of birth of this employee.
HiredDate	Date	False		The date the employee was hired.
IsActive	Boolean	False		This property indicates whether this object is currently enabled for use by Reckon.
Notes	String	False		This property may contain any notes you wish to make concerning the transaction.
PayPeriod	String	False		Indicates how often employees are paid. 使用できる値は次のとおりです。NotSet, Daily, Weekly, Biweekly, Semimonthly, Monthly, Quarterly, Yearly
PayrollClassName	String	False	Class.FullName	A reference to the class into which this employee payroll falls. Id/Name Reference Properties.
PayrollClassId	String	False	Class.ID	A reference to the class into which this employee payroll falls. Id/Name Reference Properties.
Phone	String	False		The phone number of the employee.
ReleasedDate	Date	False		The date the employee was released (if he/she was released).
TimeDataForPaychecks	String	False		Indicates whether time data is used to create paychecks for this employee. 使用できる値は次のとおりです。NotSet, UseTimeData, DoNotUseTimeData
SickTimeAccrualPeriod	String	False		Sick-time hours accrual period. 使用できる値は次のとおりです。BeginningOfYear, EveryHourOnPaycheck, EveryPaycheck
SickTimeAccrualStartDate	Date	False		Sick-time accrual start date. The standard formatting for dates is YYYY-MM-DD; e.g., September 2, 2002 is formatted as 2002-09-02.
SickTimeAccrued	String	False		Sick-time hours accrued. Time is represented in hours followed by minutes, with the character ':' (colon) separating them. For instance, two hours and thirty minutes is represented as '2:30'. Seconds are not supported. The integrated application has no permission to access personal data. The Reckon administrator can grant permission to access personal data through the Integrated Application preferences.
SickTimeAvailable	String	False		Sick-time hours available. Time is represented in hours followed by minutes, with the character ':' (colon) separating them. For instance, two hours and thirty minutes is represented as '2:30'. Seconds are not supported. The integrated application has no permission to access personal data. The Reckon administrator can grant permission to access personal data through the Integrated Application preferences.
SickTimeMaximum	String	False		Sick-time maximum hours. Time is represented in hours followed by minutes, with the character ':' (colon) separating them. For instance, two hours and thirty minutes is represented as '2:30'. Seconds are not supported
SickTimeYearlyReset	Boolean	False		Sick-time hours resets each year. Default false.
SickTimeUsed	String	False		Sick-time hours used. Time is represented in hours followed by minutes, with the character ':' (colon) separating them. For instance, two hours and thirty minutes is represented as '2:30'. Seconds are not supported.
VacationTimeAccrualPeriod	String	False		Vacation-time hours accrual period. 使用できる値は次のとおりです。BeginningOfYear, EveryHourOnPaycheck, EveryPaycheck
VacationTimeAccrualStartDate	Date	False		Vacation-time accrual start date. The standard formatting for dates is YYYY-MM-DD; i.e., September 2, 2002 is formatted as 2002-09-02.
VacationTimeAccrued	String	False		Vacation-time hours accrued. Time is represented in hours followed by minutes, with the character ':' (colon) separating them. For instance, two hours and thirty minutes is represented as '2:30'. Seconds are not supported.
VacationTimeAvailable	String	False		Vacation-time hours available. Time is represented in hours followed by minutes, with the character ':' (colon) separating them. For instance, two hours and thirty minutes is represented as '2:30'. Seconds are not supported.
VacationTimeMaximum	String	False		Vacation-time maximum hours. Time is represented in hours followed by minutes, with the character ':' (colon) separating them. For instance, two hours and thirty minutes is represented as '2:30'. Seconds are not supported.
VacationTimeYearlyReset	Boolean	False		Vacation-time hours resets each year. Default false.
VacationTimeUsed	String	False		Vacation-time hours used. Time is represented in hours followed by minutes, with the character ':' (colon) separating them. For instance, two hours and thirty minutes is represented as '2:30'. Seconds are not supported.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		A string indicating the revision of the employee record.
TimeModified	Datetime	True		When the employee record was last modified.
TimeCreated	Datetime	True		When the employee record was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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 used only when adding new accounts to Reckon.
OpeningDate	String	The opening balance date of the account. Note that this property is used only 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。

EstimateLineItems

Create, update, delete, and query Reckon Estimate Line Items.

Table Specific Information

Estimates may be inserted, queried, or updated via the Estimates or EstimateLineItems tables. Estimates may be deleted by using the Estimates table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for Estimates are Id, ReferenceNumber, Date, TimeModified, CustomerName, and CustomerId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM EstimateLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add an Estimate, specify a Customer and at least one Line Item. All Line Item columns can be used for inserting multiple Line Items for a new Estimate transaction. For example, the following will insert a new Estimate with two Line Items:

INSERT INTO EstimateLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Abercrombie, Kristy', 'Repairs', 1)
INSERT INTO EstimateLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Abercrombie, Kristy', 'Removal', 2)
INSERT INTO EstimateLineItems (CustomerName, ItemName, ItemQuantity) SELECT CustomerName, ItemName, ItemQuantity FROM EstimateLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format EstimateId\|ItemLineId.
EstimateId	String	False	Estimates.ID	The unique identifier of the estimate.
ReferenceNumber	String	False		Transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
CustomerName	String	False	Customers.FullName	Customer name this transaction is recorded under. This is required to have a value when inserting.
CustomerId	String	False	Customers.ID	Customer Id this transaction is recorded under. This is required to have a value when inserting.
Date	Date	False		Transaction date.
Memo	String	False		Memo regarding this transaction.
TotalAmount	Double	True		Total amount for this transaction.
ItemLineID	String	True		The line item identifier.
ItemName	String	False	Items.FullName	The item name.
ItemId	String	False	Items.ID	The item identifier.
ItemGroup	String	False	Items.FullName	Item group name. Reference to a group of line items this item is part of.
ItemGroupId	String	False	Items.ID	Item group Id. Reference to a group of line items this item is part of.
ItemDescription	String	False		A description of the item.
ItemQuantity	Double	False		The quantity of the item or item group specified in this line.
ItemRate	Double	False		The unit rate charged for this item.
ItemRatePercent	Double	False		The rate percent charged for this item.
ItemTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item (taxable or nontaxable).
ItemTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax Id for this tax item.
ItemAmount	Double	False		Total amount for this item.
ItemClass	String	False	Class.FullName	The class name of the item.
ItemClassId	String	False	Class.ID	The class name of the item.
ItemMarkupRate	Double	False		Item markup rate, to be applied over the base purchase cost.
ItemMarkupRatePercent	Double	False		Item markup rate percent, to be applied over the base purchase cost.
ItemOther1	String	False		The Other1 field of this line item.
ItemOther2	String	False		The Other2 field of this line item.
ItemCustomFields	String	False		The custom fields for this line item.
ItemIsGetPrintItemsInGroup	Boolean	False		If true, a list of this group's individual items their amounts will appear on printed forms.
Message	String	False	CustomerMessages.Name	Message to the customer.
MessageId	String	False	CustomerMessages.ID	Message to the customer.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
SalesRep	String	False	SalesReps.Initial	Reference to (initials of) the sales rep.
SalesRepId	String	False	SalesReps.ID	Reference to (initials of) the sales rep.
FOB	String	False		Freight on board: The place to ship from.
BillingAddress	String	True		Full billing address returned by Reckon.
BillingLine1	String	False		First line of the billing address.
BillingLine2	String	False		Second line of the billing address.
BillingLine3	String	False		Third line of the billing address.
BillingLine4	String	False		Fourth line of the billing address.
BillingLine5	String	False		Fifth line of the billing address.
BillingCity	String	False		City name for the billing address.
BillingState	String	False		State name for the billing address.
BillingPostalCode	String	False		Postal code for the billing address.
BillingCountry	String	False		Country for the billing address.
BillingNote	String	False		Note for the billing address.
ShippingAddress	String	True		Full shipping address returned by Reckon. Requires QBBXML Version 7.0 or higher.
ShippingLine1	String	False		First line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingLine2	String	False		Second line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingLine3	String	False		Third line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingLine4	String	False		Fourth line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingLine5	String	False		Fifth line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingCity	String	False		City name for the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingState	String	False		State name for the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingPostalCode	String	False		Postal code for the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingCountry	String	False		Country for the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingNote	String	False		Note for the shipping address. Requires QBBXML Version 7.0 or higher.
Subtotal	Double	True		Gross subtotal. This does not include tax/amount already paid.
Tax	Double	True		Total sales tax applied to this transaction.
TaxItem	String	False	SalesTaxItems.Name	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxItemId	String	False	SalesTaxItems.ID	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxPercent	Double	True		Percentage charged for sales tax.
IsActive	Boolean	False		Whether or not the estimate is active.
IsToBeEmailed	Boolean	False		Whether or not this email is to be emailed.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
PONumber	String	False		The purchase order number.
Terms	String	False		A reference to terms of payment, predefined within Reckon.
TermsId	String	False		A reference to terms of payment, predefined within Reckon.
Template	String	False	Templates.Name	The name of an existing template to apply to the transaction.
TemplateId	String	False	Templates.ID	The Id of an existing template to apply to the transaction.
CustomerSalesTaxName	String	False	SalesTaxCodes.Name	Reference to sales tax information for the customer.
CustomerSalesTaxId	String	False	SalesTaxCodes.ID	Reference to sales tax information for the customer.
DueDate	Date	True		Date when credit is due.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the credit memo was last modified.
TimeCreated	Datetime	True		When the credit memo was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ItemPriceLevel	String	Item price level name. Reckon will not return the price level.
ItemOverrideAccount	String	The Account Name used to override the default Account for the Item. This is only available during inserts and updates.
ItemOverrideAccountId	String	The Account Id used to override the default Account for the Item. This is only available during inserts and updates.

Estimates

Create, update, delete, and query Reckon Estimates.

Table Specific Information

Estimates may be inserted, queried, or updated via the Estimates or EstimateLineItems tables. Estimates may be deleted by using the Estimates table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Estimates are Id, Date, TimeModified, ReferenceNumber, CustomerName, and CustomerId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM Estimates WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add an Estimate, specify a Customer and at least one Line Item. The ItemAggregate column may be used to specify an XML aggregate of Line Item data. The columns that may be used in these aggregates are defined in the EstimateLineItems table and it starts with Item. For example, the following will insert a new Estimate with two Line Items:

INSERT INTO Estimates (CustomerName, ItemAggregate) 
VALUES ('Abercrombie, Kristy', 
'<EstimateLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</EstimateLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
ReferenceNumber	String	False		Transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
CustomerName	String	False	Customers.FullName	Customer name this transaction is recorded under. This is required to have a value when inserting.
CustomerId	String	False	Customers.ID	Customer Id this transaction is recorded under. This is required to have a value when inserting.
Date	Date	False		Transaction date.
Memo	String	False		Memo regarding this transaction.
TotalAmount	Double	True		Total amount for this transaction.
Message	String	False	CustomerMessages.Name	Message to the customer.
MessageId	String	False	CustomerMessages.ID	Message to the customer.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
SalesRep	String	False	SalesReps.Initial	Reference to (initials of) the sales rep.
SalesRepId	String	False	SalesReps.ID	Reference to (initials of) the sales rep.
FOB	String	False		Freight on board: The place to ship from.
BillingAddress	String	True		Full billing address returned by Reckon.
BillingLine1	String	False		First line of the billing address.
BillingLine2	String	False		Second line of the billing address.
BillingLine3	String	False		Third line of the billing address.
BillingLine4	String	False		Fourth line of the billing address.
BillingLine5	String	False		Fifth line of the billing address.
BillingCity	String	False		City name for the billing address.
BillingState	String	False		State name for the billing address.
BillingPostalCode	String	False		Postal code for the billing address.
BillingCountry	String	False		Country for the billing address.
BillingNote	String	False		Note for the billing address.
ShippingAddress	String	True		Full shipping address returned by Reckon. Requires QBBXML Version 7.0 or higher.
ShippingLine1	String	False		First line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingLine2	String	False		Second line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingLine3	String	False		Third line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingLine4	String	False		Fourth line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingLine5	String	False		Fifth line of the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingCity	String	False		City name for the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingState	String	False		State name for the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingPostalCode	String	False		Postal code for the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingCountry	String	False		Country for the shipping address. Requires QBBXML Version 7.0 or higher.
ShippingNote	String	False		Note for the shipping address. Requires QBBXML Version 7.0 or higher.
Subtotal	Double	True		Gross subtotal. This does not include tax/amount already paid.
Tax	Double	True		Total sales tax applied to this transaction.
TaxItem	String	False	SalesTaxItems.Name	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxItemId	String	False	SalesTaxItems.ID	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxPercent	Double	True		Percentage charged for sales tax.
IsActive	Boolean	False		Whether or not the estimate is active.
IsToBeEmailed	Boolean	False		Whether or not this email is to be emailed.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
PONumber	String	False		The purchase order number.
Terms	String	False		A reference to the terms of payment, predefined within Reckon.
TermsId	String	False		A reference to the terms of payment, predefined within Reckon.
Template	String	False	Templates.Name	The name of an existing template to apply to the transaction.
TemplateId	String	False	Templates.ID	The Id of an existing template to apply to the transaction.
CustomerSalesTaxName	String	False	SalesTaxCodes.Name	Reference to sales tax information for the customer.
CustomerSalesTaxId	String	False	SalesTaxCodes.ID	Reference to sales tax information for the customer.
ExchangeRate	Double	False		Indicates the exchange rate for the transaction.
DueDate	Date	True		Date when credit is due.
Other	String	False		Other data associated with the estimate.
ItemCount	Integer	True		A count of the line items.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a estimates and its line item data.
TransactionCount	Integer	True		The count of related transactions to the estimates.
TransactionAggregate	String	True		An aggregate of the linked transaction data.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the estimate was last modified.
TimeCreated	Datetime	True		When the estimate was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions.
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.

InventoryAdjustmentLineItems

Create and query ReckonAccountsHosted Inventory Adjustment Line Items.

Table Specific Information

InventoryAdjustments may be inserted, queried, or deleted via the InventoryAdjustments or InventoryAdjustmentLineItems tables. InventoryAdjustments may be deleted by using the InventoryAdjustments table.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 InventoryAdjustments are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, Account, and AccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM InventoryAdjustmentLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add an InventoryAdjustment, specify an Account and at least one Line Item. To add a Line Item, either the ItemName or ItemId is required, as well as either ItemNewQuantity, ItemNewValue, or ItemQuantityDiff. All Line Item columns can be used for inserting multiple Line Items for a new InventoryAdjustment transaction. For example, the following will insert a new InventoryAdjustment with two Line Items:

INSERT INTO InventoryAdjustmentLineItems#TEMP (Account, ItemName, ItemNewQuantity) VALUES ('Cost of Good Sold', 'Wood Door:Exterior', 100)
INSERT INTO InventoryAdjustmentLineItems#TEMP (Account, ItemName, ItemNewQuantity) VALUES ('Cost of Good Sold', 'Wood Door:Interior', 200)
INSERT INTO InventoryAdjustmentLineItems (Account, ItemName, ItemNewQuantity) SELECT Account, ItemName, ItemNewQuantity FROM InventoryAdjustmentLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format InventoryAdjustmentId\|ItemLineId.
InventoryAdjustmentID	String	True	InventoryAdjustments.ID	The unique identifier for the Inventory Adjustment.
ReferenceNumber	String	False		The transaction reference number.
Account	String	False	Accounts.FullName	The account the inventory adjustment is associated with. Either Account or AccountId is required on insert.
AccountId	String	False	Accounts.ID	The account the inventory adjustment is associated with. Either Account or AccountId is required on insert.
Class	String	False	Class.FullName	A reference to the class for the inventory adjustment.
ClassId	String	False	Class.ID	A reference to the class for the inventory adjustment.
CustomerName	String	False	Customers.FullName	The name of the customer on the inventory adjustment.
CustomerId	String	False	Customers.ID	The id of the customer on the inventory adjustment.
Memo	String	False		A memo regarding this transaction.
Date	Date	False		The date of the transaction.
ItemLineId	String	False		The line id of the item.
ItemLineNumber	String	True		The line item number.
ItemName	String	False	Items.FullName	The item name. Either ItemName or ItemId is required on an insert.
ItemId	String	False	Items.ID	The item identifier. Either ItemName or ItemId is required on an insert.
ItemNewQuantity	Double	False		The new quantity for this adjustment. Used on only insert. There is no response value.
ItemNewValue	Double	False		New value of this adjustment. Used on only insert. There is no response value.
ItemQuantityDiff	Double	False		The change in quantity for this adjustment.
ItemValueDiff	Double	False		The change in total value for this adjustment.
ItemLotNumber	String	False		The lot number for this adjustment. This field requires QBXML Version 11.0.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the inventory adjustment was last modified.
TimeCreated	Datetime	True		When the inventory adjustment was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
LinkToTxnId	String	Link this transaction to another transaction. This is available during only inserts and requires a minimum QBXML Version 6.0

InventoryAdjustments

Create, query, and delete ReckonAccountsHosted Inventory Adjustments.

Table Specific Information

InventoryAdjustments may be inserted, queried, or deleted via the InventoryAdjustments or InventoryAdjustmentLineItems tables. InventoryAdjustments may be deleted by using the InventoryAdjustments table.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 InventoryAdjustments are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, Account, and AccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM InventoryAdjustments WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add an InventoryAdjustment, specify an Account and at least one Line Item. To add a Line Item, either the ItemName or the ItemId is required, as well as either ItemNewQuantity, ItemNewValue, ItemQuantityDiff, or ItemValueDiff. The ItemAggregate columns may be used to specify an XML aggregate of Line Item data. The columns that may be used in these aggregates are defined in the InventoryAdjustmentLineItems tables and it starts with Item. For example, the following will insert a new InventoryAdjustment with two Line Items:

INSERT INTO InventoryAdjustments (Account, ItemAggregate) 
VALUES ('Cost of Good Sold', '<InventoryAdjustmentLineItems>
<Row><ItemName>Wood Door:Exterior</ItemName><ItemNewQuantity>100</ItemNewQuantity></Row>
<Row><ItemName>Wood Door:Interior</ItemName><ItemNewQuantity>200</ItemNewQuantity></Row>
</InventoryAdjustmentLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
ReferenceNumber	String	False		The transaction reference number.
Account	String	False	Accounts.FullName	The account the inventory adjustment is associated with. Either Account or AccountId is required on insert.
AccountId	String	False	Accounts.ID	The account the inventory adjustment is associated with. Either Account or AccountId is required on insert.
Class	String	False	Class.FullName	A reference to the class for the inventory adjustment.
ClassId	String	False	Class.ID	A reference to the class for the inventory adjustment.
CustomerName	String	False	Customers.FullName	The name of the customer on the inventory adjustment.
CustomerId	String	False	Customers.ID	The Id of the customer on the inventory adjustment.
Memo	String	False		A memo regarding this transaction.
Date	Date	False		The date of the transaction.
ItemCount	Integer	True		The number of line items for the inventory adjustment.
ItemAggregate	String	False		An aggregate of the Line Item data which can be used for adding an inventory adjustment and its line item data.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the inventory adjustment was last modified.
TimeCreated	Datetime	True		When the inventory adjustment was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions or updates.

InvoiceLineItems

Create, update, delete, and query Reckon Invoice Line Items.

Table Specific Information

Invoices may be inserted, queried, or updated via the Invoices or InvoiceLineItems tables. Invoices may be deleted by using the Invoices table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Invoices are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, IsPaid, Account, and AccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM InvoiceLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add an Invoice, specify a Customer and at least one Line Item. All Line Item columns can be used for inserting multiple Line Items for a new Invoice transaction. For example, the following will insert a new Invoice with two Line Items:

INSERT INTO InvoiceLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Abercrombie, Kristy', 'Repairs', 1)
INSERT INTO InvoiceLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Abercrombie, Kristy', 'Removal', 2)
INSERT INTO InvoiceLineItems (CustomerName, ItemName, ItemQuantity) SELECT CustomerName, ItemName, ItemQuantity FROM InvoiceLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format InvoiceId\|ItemLineId.
InvoiceId	String	False	Invoices.ID	The unique identifier of the Invoice.
ReferenceNumber	String	False		The transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
CustomerName	String	False	Customers.FullName	The name of the customer on the invoice. Either CustomerName or CustomerId must have a value when inserting.
CustomerId	String	False	Customers.ID	The Id of the customer on the invoice. Alternatively give this field a value when inserting instead of CustomerName.
Account	String	False	Accounts.FullName	A reference to the accounts-receivable account where the money received from this transaction will be deposited.
AccountId	String	False	Accounts.ID	A reference to the accounts-receivable account where the money received from this transaction will be deposited.
Date	Date	False		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.
ShipMethod	String	False	ShippingMethods.Name	The shipping method associated with the invoice.
ShipMethodId	String	False	ShippingMethods.ID	The shipping method associated with the invoice.
ShipDate	Date	False		The shipping date associated with the invoice.
Memo	String	False		A memo regarding this transaction.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
Amount	Double	True		The total amount for this invoice.
Message	String	False	CustomerMessages.Name	A message to the vendor or customer to appear in the invoice.
MessageId	String	False	CustomerMessages.ID	A message to vendor or customer to appear in the invoice.
SalesRep	String	False	SalesReps.Initial	A reference to the (initials of) sales rep.
SalesRepId	String	False	SalesReps.ID	A reference to the sales rep.
FOB	String	False		Freight on board: The place to ship from.
BillingAddress	String	True		Full billing address returned by Reckon.
BillingLine1	String	False		First line of the billing address.
BillingLine2	String	False		Second line of the billing address.
BillingLine3	String	False		Third line of the billing address.
BillingLine4	String	False		Fourth line of the billing address.
BillingLine5	String	False		Fifth line of the billing address.
BillingCity	String	False		City name for the billing address.
BillingState	String	False		State name for the billing address.
BillingPostalCode	String	False		Postal code for the billing address.
BillingCountry	String	False		Country for the billing address.
BillingNote	String	False		A note for the billing address.
ShippingAddress	String	True		Full shipping address returned by Reckon.
ShippingLine1	String	False		First line of the shipping address.
ShippingLine2	String	False		Second line of the shipping address.
ShippingLine3	String	False		Third line of the shipping address.
ShippingLine4	String	False		Fourth line of the shipping address.
ShippingLine5	String	False		Fifth line of the shipping address.
ShippingCity	String	False		City name for the shipping address.
ShippingState	String	False		State name for the shipping address.
ShippingPostalCode	String	False		Postal code for the shipping address.
ShippingCountry	String	False		Country for the shipping address.
ShippingNote	String	False		A note for the shipping address.
Subtotal	Double	True		The gross subtotal of the invoice. This does not include tax or amount already paid.
Tax	Double	True		The total sales tax applied to this transaction.
TaxItem	String	False	SalesTaxItems.Name	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxItemId	String	False	SalesTaxItems.ID	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxPercent	Double	True		The percentage charged for sales tax.
PONumber	String	False		The purchase order number.
DueDate	Date	False		The date when payment is due.
Terms	String	False		The payment terms.
TermsId	String	False		The payment terms.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
ItemLineId	String	True		The line item identifier.
ItemName	String	False	Items.FullName	The item name.
ItemId	String	False	Items.ID	The item identifier.
ItemGroup	String	False	Items.FullName	Item group name. Reference to a group of line items this item is part of.
ItemGroupId	String	False	Items.ID	Item group Id. Reference to a group of line items this item is part of.
ItemDescription	String	False		A description of the item.
ItemQuantity	Double	False		The quantity of the item or item group specified in this line.
ItemRate	Double	False		The unit rate charged for this item.
ItemRatePercent	Double	False		The rate precent charged for this item.
ItemTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item (taxable or nontaxable).
ItemTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax information for this item.
ItemAmount	Double	False		Total amount for this item.
ItemClass	String	False	Class.FullName	The class name of the item.
ItemClassId	String	False	Class.ID	The class name of the item.
ItemServiceDate	Date	False		The service date for the item if the item is a type of service.
ItemOther1	String	False		The Other1 field of this line item.
ItemOther2	String	False		The Other2 field of this line item.
ItemCustomFields	String	False		The custom fields for this line item.
ItemIsGetPrintItemsInGroup	Boolean	False		If true, a list of this group's individual items their amounts will appear on printed forms.
AppliedAmount	Double	True		The total amount of applied credits and payments.
Balance	Double	False		The unpaid amount for this sale.
CustomerTaxCode	String	False	SalesTaxCodes.Name	The tax code specific to this customer.
CustomerTaxCodeId	String	False	SalesTaxCodes.ID	The tax code specific to this customer.
IsToBePrinted	Boolean	False		Whether this invoice is to be printed.
IsToBeEmailed	Boolean	False		Whether this invoice is to be emailed.
IsPaid	Boolean	True		Whether this invoice has been paid in full.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount.
IsPending	Boolean	False		The transaction status (whether this transaction has been completed or it is still pending).
IsFinanceCharge	String	False		Whether this invoice includes a finance charge. 使用できる値は次のとおりです。NotSet, IsFinanceCharge, NotFinanceCharge デフォルト値はNotSetです。
Template	String	False	Templates.Name	A reference to a template specifying how to print the transaction.
TemplateId	String	False	Templates.ID	A reference to a template specifying how to print the transaction.
SuggestedDiscountAmount	Double	False		A suggested discount amount for the invoice.
SuggestedDiscountDate	Date	False		A suggested discount date for the invoice.
ExchangeRate	Double	False		Currency exchange rate for this invoice.
BalanceInHomeCurrency	Double	False		Balance remaining in units of the home currency.
Other	String	False		Other data associated with the invoice.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the invoice was last modified.
TimeCreated	Datetime	True		When the invoice was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
LinkToTxnId	String	Link this transaction to another transaction. This is only available during inserts.
ItemLinkToTxnId	String	Link this individual line item to another transaction. This is only available during inserts.
ItemLinkToTxnLineId	String	Link this individual line item to another transaction line item. This is only available during inserts.
ItemOverrideAccount	String	The Account Name used to override the default Account for the Item. This is only available during inserts and updates.
ItemOverrideAccountId	String	The Account Id used to override the default Account for the Item. This is only available during inserts and updates.

Invoices

Create, update, delete, and query Reckon Invoices.

Table Specific Information

Invoices may be inserted, queried, or updated via the Invoices or InvoiceLineItems tables. Invoices may be deleted by using the Invoices table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Invoices are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, IsPaid, Account, and AccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM Invoices WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add an Invoice, specify a Customer and at least one Line Item. The ItemAggregate columns may be used to specify an XML aggregate of Line Item data. The columns that may be used in these aggregates are defined in the InvoiceLineItems tables and it starts with Item. For example, the following will insert a new Invoice with two Line Items:

INSERT INTO Invoices (CustomerName, ItemAggregate) 
VALUES ('Abercrombie, Kristy', '<InvoiceLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</InvoiceLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
ReferenceNumber	String	False		The transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
CustomerName	String	False	Customers.FullName	The name of the customer on the invoice. Either CustomerName or CustomerId must have a value when inserting.
CustomerId	String	False	Customers.ID	The Id of the customer on the invoice. Alternatively give this field a value when inserting instead of CustomerName.
Account	String	False	Accounts.FullName	A reference to the accounts-receivable account where the money received from this transaction will be deposited.
AccountId	String	False	Accounts.ID	A reference to the accounts-receivable account where the money received from this transaction will be deposited.
Date	Date	False		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.
ShipMethod	String	False	ShippingMethods.Name	The shipping method associated with the invoice.
ShipMethodId	String	False	ShippingMethods.ID	The shipping method associated with the invoice.
ShipDate	Date	False		The shipping date associated with the invoice.
Memo	String	False		A memo regarding this transaction.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
Amount	Double	True		The total amount for this invoice.
Message	String	False	CustomerMessages.Name	A message to vendor or customer to appear in the invoice.
MessageId	String	False	CustomerMessages.ID	A message to vendor or customer to appear in the invoice.
SalesRep	String	False	SalesReps.Initial	A reference to the (initials of) sales rep.
SalesRepId	String	False	SalesReps.ID	A reference to the sales rep.
FOB	String	False		Freight on board: The place to ship from.
BillingAddress	String	True		Full billing address returned by Reckon.
BillingLine1	String	False		First line of the billing address.
BillingLine2	String	False		Second line of the billing address.
BillingLine3	String	False		Third line of the billing address.
BillingLine4	String	False		Fourth line of the billing address.
BillingLine5	String	False		Fifth line of the billing address.
BillingCity	String	False		City name for the billing address.
BillingState	String	False		State name for the billing address.
BillingPostalCode	String	False		Postal code for the billing address.
BillingCountry	String	False		Country for the billing address.
BillingNote	String	False		A note for the billing address.
ShippingAddress	String	True		Full shipping address returned by Reckon.
ShippingLine1	String	False		First line of the shipping address.
ShippingLine2	String	False		Second line of the shipping address.
ShippingLine3	String	False		Third line of the shipping address.
ShippingLine4	String	False		Fourth line of the shipping address.
ShippingLine5	String	False		Fifth line of the shipping address.
ShippingCity	String	False		City name for the shipping address.
ShippingState	String	False		State name for the shipping address.
ShippingPostalCode	String	False		Postal code for the shipping address.
ShippingCountry	String	False		Country for the shipping address.
ShippingNote	String	False		A note for the shipping address.
Subtotal	Double	True		The gross subtotal of the invoice. This does not include tax or the amount already paid.
Tax	Double	True		The total sales tax applied to this transaction.
TaxItem	String	False	SalesTaxItems.Name	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxItemId	String	False	SalesTaxItems.ID	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxPercent	Double	True		The percentage charged for sales tax.
POnumber	String	False		The purchase order number.
DueDate	Date	False		The date when payment is due.
Terms	String	False		The payment terms.
TermsId	String	False		The payment terms.
ItemCount	Integer	True		The count of item entries for this transaction.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a invoices and its line item data.
TransactionCount	Integer	True		The count of related transactions to the invoice.
TransactionAggregate	String	True		An aggregate of the linked transaction data.
AppliedAmount	Double	True		The total amount of applied credits and payments.
Balance	Double	False		The unpaid amount for this sale.
CustomerTaxCode	String	False	SalesTaxCodes.Name	The tax code specific to this customer.
CustomerTaxCodeId	String	False	SalesTaxCodes.ID	The tax code specific to this customer.
IsToBePrinted	Boolean	False		Whether this invoice is to be printed.
IsToBeEmailed	Boolean	False		Whether this invoice is to be emailed.
IsPaid	Boolean	True		Whether this invoice has been paid in full.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount.
IsPending	Boolean	False		The transaction status (whether this transaction has been completed or it is still pending).
IsFinanceCharge	String	False		Whether this invoice includes a finance charge. 使用できる値は次のとおりです。NotSet, IsFinanceCharge, NotFinanceCharge デフォルト値はNotSetです。
Template	String	False	Templates.Name	A reference to a template specifying how to print the transaction.
TemplateId	String	False	Templates.ID	A reference to a template specifying how to print the transaction.
SuggestedDiscountAmount	Double	False		A suggested discount amount for the invoice.
SuggestedDiscountDate	Date	False		A suggested discount date for the invoice.
ExchangeRate	Double	False		Currency exchange rate for this invoice.
BalanceInHomeCurrency	Double	False		Balance remaining in units of the home currency.
Other	String	False		Other data associated with the invoice.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the invoice was last modified.
TimeCreated	Datetime	True		When the invoice was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions or updates.
PaidStatus	String	The paid status of the invoice. 使用できる値は次のとおりです。ALL, PAID, UNPAID, NA デフォルト値はALLです。
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.
LinkToTxnId	String	Link this transaction to another transaction.

ItemLineItems

Create, update, delete, and query Reckon Item Line Items.

Table Specific Information

Item Line Items may be inserted, deleted, and updated via the ItemLineItems table. Item Line Items refer to the Line Items associated with item groups, inventory assemblies, or sales tax groups.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Items are Id, TimeModified, Name, Type, and IsActive. 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 ItemLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND Name LIKE '%12345%'

Insert

To add a Line Item, specify the ItemId or Assembly Id columns of the Item Group or Assembly you want to add the Line Item to when making the insertion. For example:

INSERT INTO ItemLineItems (ItemId, LineItemName, LineItemQuantity) VALUES ('430001-1071511103|130000-933272656', 'Hardware:Doorknobs Std', 1)

To insert a new Inventory Assembly, Item Group, or Sales Tax Group with Line Items, provide the Name and Type columns and at least one Line Item. For example:

INSERT INTO ItemLineItems#TEMP (Name, Type, LineItemName, LineItemQuantity) VALUES ('MyItemGroup', 'ItemGroup', 'Hardware:Doorknobs Std', 1)
INSERT INTO ItemLineItems#TEMP (Name, Type, LineItemName, LineItemQuantity) VALUES ('MyItemGroup', 'ItemGroup', 'Cabinets', 2)
INSERT INTO ItemLineItems (Name, Type, LineItemName, LineItemQuantity) SELECT Name, Type, LineItemName, LineItemQuantity FROM ItemLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format ItemId\|ItemLineId.
ItemId	String	False	Items.ID	The unique identifier for the inventory assembly or group item.
Name	String	False		The name of the inventory assembly or group.
FullName	String	True		Full item name in the format parentname:name if the item is a subitem).
Type	String	False		The type of item. This is required to have a value when inserting. デフォルト値はALLです。
Account	String	False	Accounts.FullName	Account name the inventory assembly or group is associated with.
AccountId	String	False	Accounts.ID	Account Id the inventory assembly or group is associated with.
COGSAccount	String	False	Accounts.FullName	Cost of Goods Sold account for the inventory assembly or group.
COGSAccountId	String	False	Accounts.ID	Cost of Goods Sold account for the inventory assembly or group.
AssetAccount	String	False	Accounts.FullName	Inventory asset account for the inventory assembly or group if it is an inventory item.
AssetAccountId	String	False	Accounts.ID	Inventory asset account for the inventory assembly or group if it is an inventory item.
LineItemId	String	False	Items.ID	The line item identifier. Either LineItemId or LineItemName need to have a value when inserting.
LineItemName	String	False	Items.FullName	The line item name. Either LineItemId or LineItemName need to have a value when inserting.
LineItemQuantity	Double	False		The line item quantity.
ParentName	String	False	Items.FullName	The parent name of the inventory assembly or group if the inventory assembly or group is a subitem.
ParentId	String	False	Items.ID	The parent Id of the inventory assembly or group if the inventory assembly or group is a subitem.
Description	String	False		A description of the inventory assembly or group.
Price	Double	False		The price for the inventory assembly or group.
AverageCost	Double	True		The average cost of the inventory assembly or group.
IsActive	Boolean	False		Whether the inventory assembly or group is active or not.
PurchaseCost	Double	False		Purchase cost for the inventory assembly or group.
PurchaseDescription	String	False		Purchase description for the inventory assembly or group.
ExpenseAccount	String	False		Expense account for the inventory assembly or group.
PreferredVendor	String	False	Vendors.Name	Preferred vendor for the inventory assembly or group.
PreferredVendorId	String	False	Vendors.ID	Preferred vendor for the inventory assembly or group.
TaxCode	String	False	SalesTaxCodes.Name	This is a reference to a sales tax code predefined within Reckon.
TaxCodeId	String	False	SalesTaxCodes.ID	This is a reference to a sales tax code predefined within Reckon.
PurchaseTaxCode	String	False	SalesTaxCodes.Name	This is a reference to a purchase tax code predefined within Reckon. Only available in international versions of Reckon.
PurchaseTaxCodeId	String	False	SalesTaxCodes.ID	This is a reference to a purchase tax code predefined within Reckon. Only available in international versions of Reckon.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
TimeModified	Datetime	True		When the inventory assembly or group was last modified.
TimeCreated	Datetime	True		When the inventory assembly or group was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
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。

ItemReceiptExpenseItems

Create, update, delete, and query Reckon Item Receipt Expense Line Items.

Table Specific Information

ItemReceipts may be inserted, queried, or updated via the ItemReceipts, ItemReceiptExpenseItems, or ItemReceiptLineItems tables. ItemReceipts may be deleted by using the ItemReceipts table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 ItemReceipts are Id, Date, ReferenceNumber, Payee, PayeeId, VendorName, VendorId, Account, AccountId, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. VendorName and ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM ItemReceipts WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND VendorName LIKE '%Patton Hardware Supplies%' AND ReferenceNumber LIKE '12345%'

Insert

To add an ItemReceipt, specify the Vendor, Date, and at least one Expense or Line Item. All Expense Line Item columns can be used for inserting multiple Expense Line Items for a new ItemReceipt transaction. For example, the following will insert a new ItemReceipt with two Expense Line Items:

INSERT INTO ItemReceiptExpenseItems#TEMP (VendorName, Date, ExpenseAccount, ExpenseAmount) VALUES ('Patton Hardware Supplies', '1/1/2011', 'Utilities:Telephone', 52.25)
INSERT INTO ItemReceiptExpenseItems#TEMP (VendorName, Date, ExpenseAccount, ExpenseAmount) VALUES ('Patton Hardware Supplies', '1/1/2011', 'Professional Fees:Accounting', 235.87)
INSERT INTO ItemReceiptExpenseItems (VendorName, Date, ExpenseAccount, ExpenseAmount) SELECT VendorName, Date, ExpenseAccount, ExpenseAmount FROM ItemReceiptExpenseItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format ItemReceiptId\|ExpenseLineId.
ItemReceiptId	String	False	ItemReceipts.ID	The item identifier for the item receipt. This is obtained from the ItemReceipts table.
VendorName	String	False	Vendors.Name	The name of the vendor. Either VendorName or VendorId must be specified when inserting an item receipt.
VendorId	String	False	Vendors.ID	The unique Id of the vendor. Either VendorName or VendorId must be specified when inserting an item receipt.
Date	Date	False		The transaction date.
ReferenceNumber	String	False		The transaction reference number.
AccountsPayable	String	False	Accounts.FullName	A reference to the name of the account the item receipt is payable to.
AccountsPayableId	String	False	Accounts.ID	A reference to the unique Id of the account the item receipt is payable to.
Memo	String	False		A memo regarding the item receipt.
Amount	Double	True		Total amount of the item receipt.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
ExpenseLineId	String	True		The line item identifier.
ExpenseAccount	String	False	Accounts.FullName	The account name for this expense line. ExpenseAccount or ExpenseAccountId must have a value when inserting.
ExpenseAccountId	String	False	Accounts.ID	The account Id for this expense line. ExpenseAccount or ExpenseAccountId must have a value when inserting.
ExpenseAmount	Double	False		The total amount of this expense line.
ExpenseBillableStatus	String	False		The billing status of this expense line. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED デフォルト値はEMPTYです。
ExpenseCustomer	String	False	Customers.FullName	The customer associated with this expense line.
ExpenseCustomerId	String	False	Customers.ID	The customer associated with this expense line.
ExpenseClass	String	False	Class.FullName	The class name of this expense.
ExpenseClassId	String	False	Class.ID	The class Id of this expense.
ExpenseTaxCode	String	False	SalesTaxCodes.Name	A reference to the name of the sales tax code associated with this expense item. Only available in Reckon UK and CA editions.
ExpenseTaxCodeId	String	False	SalesTaxCodes.ID	A reference to the Id of the sales tax code associated with this expense item. Only available in Reckon UK and CA editions.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the item receipt was last modified.
TimeCreated	Datetime	True		When the item receipt was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
LinkToTxnId	String	The id of a transaction to link the new item receipt to. This should be a purchase order Id. Only available on an insert.

ItemReceiptLineItems

Create, update, delete, and query Reckon Item Receipt Line Items.

Table Specific Information

ItemReceipts may be inserted, queried, or updated via the ItemReceipts, ItemReceiptExpenseItems, or ItemReceiptLineItems tables. ItemReceipts may be deleted by using the ItemReceipts table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. Typically, These columns can typically be used with only the equals or = comparison. The available columns for ItemReceipts are Id, Date, ReferenceNumber, VendorName, VendorId, Payee, PayeeId, Account, AccountId, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. VendorName and ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM ItemReceipts WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND VendorName LIKE '%Patton Hardware Supplies%' AND ReferenceNumber LIKE '12345%'

Insert

To add an ItemReceipt, specify the Vendor, Date, and at least one Expense or Line Item. To create LineItems, you must insert data in a temporary table called 'LineItems#TEMP'. For example, the following will insert a new ItemReceipt with two Line Items:

INSERT INTO ItemReceiptLineItems#TEMP (VendorName, Date, ItemName, ItemQuantity) VALUES ('Patton Hardware Supplies', '1/1/2011', 'Repairs', 1)
INSERT INTO ItemReceiptLineItems#TEMP (VendorName, Date, ItemName, ItemQuantity) VALUES ('Patton Hardware Supplies', '1/1/2011', 'Removal', 2)
INSERT INTO ItemReceiptLineItems (VendorName, Date, ItemName, ItemQuantity) SELECT FROM VendorName, Date, ItemName, ItemQuantity ItemReceiptLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format ItemReceiptId\|ItemLineId.
ItemReceiptId	String	False	ItemReceipts.ID	The item identifier for the item receipt. This is obtained from the ItemReceipt table.
VendorName	String	False	Vendors.Name	The name of the vendor. Either VendorName or VendorId must be specified when inserting an item receipt.
VendorId	String	False	Vendors.ID	The unique Id of the vendor. Either VendorName or VendorId must be specified when inserting an item receipt.
Date	Date	False		The transaction date.
ReferenceNumber	String	False		The transaction reference number.
AccountsPayable	String	False	Accounts.FullName	A reference to the name of the account the item receipt is payable to.
AccountsPayableId	String	False	Accounts.ID	A reference to the unique id of the account the item receipt is payable to.
Memo	String	False		A memo regarding the item receipt.
Amount	Double	True		Total amount of the item receipt.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
ItemLineId	String	True		The line item identifier.
ItemName	String	False	Items.FullName	The item name.
ItemId	String	False	Items.ID	The item Id.
ItemGroup	String	False	Items.FullName	Item group name. Reference to a group of line items this item is part of.
ItemGroupId	String	False	Items.ID	Item group Id. Reference to a group of line items this item is part of.
ItemDescription	String	False		A description of the item.
ItemQuantity	Double	False		The quantity of the item or item group specified in this line.
ItemTaxCode	String	False	SalesTaxCodes.Name	The name of the sales tax code for the line item. Only available in UK and CA editions of Reckon.
ItemTaxCodeId	String	False	SalesTaxCodes.ID	The Id of the sales tax code for the line item. Only available in UK and CA editions of Reckon.
ItemLotNumber	String	False		The lot number for the item.
ItemCost	Double	False		The unit cost for an item.
ItemAmount	Double	False		Total amount for this item.
ItemBillableStatus	String	False		Billing status of the item. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED デフォルト値はEMPTYです。
ItemCustomer	String	False	Customers.FullName	The name of the customer who ordered the item.
ItemCustomerId	String	False	Customers.ID	The Id of the customer who ordered the item.
ItemClass	String	False	Class.FullName	The name for the class of the item.
ItemClassId	String	False	Class.ID	The Id for the class of the item.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the item receipt was last modified.
TimeCreated	Datetime	True		When the item receipt was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
LinkToTxnId	String	The Id of a transaction to link the new item receipt to. This should be a purchase order Id. Only available on an insert.
ItemLinkToTxnId	String	Link this individual line item to another transaction. This is only available during inserts and requires a minimum QBXML Version 6.0
ItemLinkToTxnLineId	String	Link this individual line item to another transaction line item. This is only available during inserts and requires a minimum QBXML Version 6.0
ItemOverrideAccount	String	The Account Name used to override the default Account for the Item. This is only available during inserts and updates.
ItemOverrideAccountId	String	The Account Id used to override the default Account for the Item. This is only available during inserts and updates.

ItemReceipts

Create, update, delete, and query Reckon Item Receipts.

Table Specific Information

ItemReceipts may be inserted, queried, or updated via the ItemReceipts, ItemReceiptExpenseItems or ItemReceiptLineItems tables. ItemReceipts may be deleted by using the ItemReceipts table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can typically only be used with the equals or = comparison. The available columns for ItemReceipts are Id, Date, ReferenceNumber, VendorName, VendorId, Payee, PayeeId, Account, AccountId, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. VendorName and ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM ItemReceipts WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND VendorName LIKE '%Patton Hardware Supplies%' AND ReferenceNumber LIKE '12345%'

Insert

To add an ItemReceipt, specify the Vendor, Date, and at least one Expense or Line Item. The ItemAggregate and ExpenseAggregate columns may be used to specify an XML aggregate of Line Item or Expense Item data. The columns that may be used in these aggregates are defined in the ItemReceiptLineItems and ItemReceiptExpenseItems tables and it starts with Item. For example, the following will insert a new ItemReceipt with two Line Items:

INSERT INTO ItemReceipts (VendorName, Date, ItemAggregate) VALUES ('Patton Hardware Supplies', '1/1/2011', 
'<ItemReceiptLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</ItemReceiptLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
VendorName	String	False	Vendors.Name	The name of the vendor. Either VendorName or VendorId must be specified when inserting an item receipt.
VendorId	String	False	Vendors.ID	The unique Id of the vendor. Either VendorName or VendorId must be specified when inserting an item receipt.
Date	Date	False		The transaction date.
ReferenceNumber	String	False		The transaction reference number.
AccountsPayable	String	False	Accounts.ID	A reference to the name of the account the item receipt is payable to.
AccountsPayableId	String	False	Accounts.Name	A reference to the unique Id of the account the item receipt is payable to.
Memo	String	False		A memo regarding the item receipt.
Amount	Double	True		Total amount of the item receipt.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
ItemCount	Integer	True		The count of line items.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a item receipt and its line item data.
ExpenseItemCount	Integer	True		The count of expense line items.
ExpenseItemAggregate	String	False		An aggregate of the expense item data which can be used for adding a item receipt and its expense item data.
TransactionCount	Integer	True		The count of related transactions to the estimates.
TransactionAggregate	String	True		An aggregate of the linked transaction data.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the item receipt was last modified.
TimeCreated	Datetime	True		When the item receipt was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions.
Expense*	String	All expense-item-specific columns may be used in insertions.
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.
LinkToTxnId	String	The Id of a transaction to link the new item receipt to. This should be a purchase order Id. Only available on an insert.

Items

Create, update, delete, and query Reckon Items.

Table Specific Information

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for Items are Id, TimeModified, FullName, Type, and IsActive. TimeModified may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. FullName may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM Items WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND FullName LIKE '%12345%'

Insert

When inserting the Item, specify the Type and Name fields. Depending on the Type, other columns may also be required in the insertion. See the list below to see which columns are required for special cases:

FixedAsset: Requires Name, Type, AcquiredAs, PurchaseDesc, and PurchaseDate.
SalesTaxGroup: Requires Name, Type, and at least one SalesTax Line Item. SalesTaxGroups must be inserted via the ItemLineItems table.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
Name	String	False		The name of the item.
FullName	String	True		Full item name in the format parentname:name if the item is a subitem.
Type	String	False		The type of item. This is required to have a value when inserting. 使用できる値は次のとおりです。Unknown, Service, Inventory, NonInventory, Payment, Discount, SalesTax, SubTotal, OtherCharge, InventoryAssembly, Group, SalesTaxGroup, FixedAsset デフォルト値はALLです。
Account	String	False	Accounts.FullName	Account name the item is associated with.
AccountId	String	False	Accounts.ID	Account Id the item is associated with.
COGSAccount	String	False	Accounts.FullName	Cost of Goods Sold account for the item.
COGSAccountId	String	False	Accounts.ID	Cost of Goods Sold account for the item.
AssetAccount	String	False	Accounts.FullName	Inventory asset account for the item if it is an inventory item.
AssetAccountId	String	False	Accounts.ID	Inventory asset account for the item if it is an inventory item.
DateSold	Datetime	False		Indicates the date an asset was sold. This is required for fixed asset items. It is not used for any other types of items.
PurchaseDate	Date	False		Indicates date asset was purchased. This field is required for the fixed-asset item type. It is not used by any other item type.
ItemCount	Integer	False		The number of line items associated with the inventory assembly.
ParentName	String	False	Items.FullName	The parent name of the item if the item is a subitem.
ParentId	String	False	Items.ID	The parent Id of the item if the item is a subitem.
Description	String	False		A description of the item.
Price	Double	False		The price for the item.
PricePercent	Double	False		A price percent for this item (you might use a price percent if, for example, you are a service shop that calculates labor costs as a percentage of parts costs). If you set PricePercent, Price will be set to zero. Not used for payment, sales tax, or subtotal items.
AverageCost	Double	True		The average cost of the item.
IsActive	Boolean	False		Whether the item is active or not.
PurchaseCost	Double	False		Purchase cost for the item.
PurchaseDescription	String	False		Purchase description for the item.
ExpenseAccount	String	False	Accounts.FullName	Expense account for the item.
ExpenseAccountId	String	False	Accounts.ID	Expense account for the item.
PreferredVendor	String	False	Vendors.Name	Preferred vendor for the item.
PreferredVendorId	String	False	Vendors.ID	Preferred vendor for the item.
QuantityOnHand	Double	True		Quantity in stock for this inventory item.
QuantityOnOrder	Double	True		The number of these items that have been ordered from vendors, but not received.
QuantityOnSalesOrder	Double	True		The number of these items that have been ordered by customers, but not delivered.
InventoryDate	Date	False		The date when the item was converted into an inventory item.
ReorderPoint	Double	False		Quantity at which the user will be reminded to reorder this inventory item.
Barcode	String	False		Barcode for the item.
TaxCode	String	False	SalesTaxCodes.Name	Reference to a sales tax code predefined within Reckon.
TaxCodeId	String	False	SalesTaxCodes.ID	Reference to a sales tax code predefined within Reckon.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. Available in only international editions of Reckon.
PurchaseTaxCode	String	False	SalesTaxCodes.Name	Reference to a purchase tax code predefined within Reckon. Only available in international versions of Reckon.
PurchaseTaxCodeId	String	False	SalesTaxCodes.ID	This is a reference to a purchase tax code predefined within Reckon. Available in only international versions of Reckon.
PaymentMethodName	String	False	PaymentMethods.Name	The method of payment: check, credit card, etc.
PaymentMethodId	String	False	PaymentMethods.ID	The method of payment: check, credit card, etc.
TaxRate	Double	False		The percentage rate of tax.
TaxVendorName	String	False	SalesTaxItems.Name	The VENDOR or tax agency to whom taxes are due.
TaxVendorId	String	False	SalesTaxItems.ID	The VENDOR or tax agency to whom taxes are due.
SpecialItemType	String	False		The type of the item when the value of item type is Unknown. Calling Add on such an item will result in an error, however Get or GetByName can get any item without causing an error. 使用できる値は次のとおりです。FinanceCharge, ReimbursableExpenseGroup, ReimbursableExpenseSubtotal
VendorOrPayeeName	String	False		Name of the vendor from whom this asset was purchased.
IsPrintItemsInGroup	Boolean	False		If true, a list of this group's individual items their amounts will appear on printed forms.
SalesExpense	String	False		Any expenses that were incurred during the sale of a fixed asset. This is applicable only if the asset has been sold.
AssetAcquiredAs	String	False		Indicates whether this item was new or used when the business acquired it. If AssetAcquiredAs is left blank, it will not be sent in the request. 使用できる値は次のとおりです。New, Old
AssetDescription	String	False		Description of the asset.
AssetLocation	String	False		Where the asset is located or has been placed into service.
AssetPONumber	String	False		The purchase order number associated with this asset.
AssetSerialNumber	String	False		The serial number of the asset.
AssetWarrantyExpires	Date	False		The date when the warranty for this asset expires.
AssetNotes	String	False		Additional information about the asset.
AssetNumber	String	False		The number used by the Reckon Fixed Asset Manager to identify this asset.
AssetCostBasis	Double	False		The total cost of the fixed asset. This can include the cost of improvements or repairs. This amount is used to figure depreciation.
AssetDepreciation	Double	False		The amount the fixed asset has lost in value since it was purchased, as of the end of the year.
AssetBookValue	Double	False		A reasonable estimate of the sales value of the fixed asset, as of the end of the year.
Sublevel	Integer	True		The number of ancestors this item has.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier for this copy of the object.
TimeModified	Datetime	True		When the item was last modified.
TimeCreated	Datetime	True		When the item was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
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。

JournalEntries

Create, update, delete, and query Reckon Journal Entries. Note that while Journal Entry Lines can be created with a new Journal Entry, they cannot be added or removed from an existing Journal Entry.

Table Specific Information

JournalEntries are unique in that the Credit Line Items and Debit Line Items must add up to the same total in one transaction. It is not possible to change a Journal Line Item one at a time and thus end up with an unbalanced transaction.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 JournalEntries are Id, Date, TimeCreated, ReferenceNumber, LineEntityName, LineEntityId, LineAccount, and LineAccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM JournalEntries WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a JournalEntry, specify at least one Credit and one Debit Line. The LineAggregate column may be used to specify an XML aggregate of JournalEntry Line data. The columns that may be used in these aggregates are defined in the JournalEntryLines table and it starts with Line. For example, the following will insert a new JournalEntry with two Credit Lines and one Debit Line:

INSERT INTO JournalEntries 
         (ReferenceNumber, LineAggregate) 
VALUES ('12345', 
'<JournalEntryLines>
<Row><LineType>Credit</LineType><LineAccount>Retained Earnings</LineAccount><LineAmount>100</LineAmount></Row>
<Row><LineType>Credit</LineType><LineAccount>Note Payable - Bank of Anycity</LineAccount><LineAmount>20</LineAmount></Row>
<Row><LineType>Debit</LineType><LineAccount>Checking</LineAccount><LineAmount>120</LineAmount></Row>
</JournalEntryLines>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

To delete a JournalEntry, simply perform a DELETE statement and set the Id equal to the JournalEntryId you wish to delete. For example:

DELETE FROM JournalEntries WHERE Id = '16336-1450191232'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier for the journal entry.
ReferenceNumber	String	False		The transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Date	Date	False		The transaction date. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value.
CreditLineCount	Integer	False		Number of credit lines.
DebitLineCount	Integer	False		Number of debit lines.
FirstCreditAccount	String	False	Accounts.FullName	The first credit account associated with the JournalEntry.
FirstCreditAmount	Double	False		The first credit amount associated with the JournalEntry.
FirstCreditMemo	String	False		The first credit memo associated with the JournalEntry.
FirstCreditEntityName	String	False		The first credit entity name associated with the JournalEntry.
FirstCreditEntityId	String	False		The first credit entity id associated with the JournalEntry.
FirstDebitAccount	String	False	Accounts.FullName	The first debit account associated with the JournalEntry.
FirstDebitAmount	Double	False		The first debit amount associated with the JournalEntry.
FirstDebitMemo	String	False		The first debit memo associated with the JournalEntry.
FirstDebitEntityName	String	False		The first debit entity name associated with the JournalEntry.
FirstDebitEntityId	String	False		The first debit entity id associated with the JournalEntry.
LineAggregate	String	False		An aggregate of the credit lines and debit ines data which can be used for adding a journal entry and its line item data.
EditSequence	String	False		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	False		When the journal entry was last modified.
TimeCreated	Datetime	False		When the journal entry was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Line*	String	All line-item-specific columns may be used in insertions.
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.

JournalEntryLines

Create, update, delete, and query Reckon Journal Entries. Note that while Journal Entry Lines can be created with a new Journal Entry, they cannot be added or removed from an existing Journal Entry.

Table Specific Information

JournalEntries are unique in that the Credit Line Items and Debit Line Items must add up to the same total in one transaction. It is not possible to change a Journal Line Item one at a time and thus end up with an unbalanced transaction. Note that while Journal Entry Lines can be created with a new Journal Entry, they cannot be added or removed from an existing Journal Entry.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for JournalEntries are Id, Date, TimeModified, ReferenceNumber, LineEntityName, LineEntityId, LineAccount, and LineAccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM JournalEntryLines WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a JournalEntry, at least one Credit and one Debit Line must be added. Both types of lines are denoted by the Line columns. Debit Lines have a LineType of Debit while Credit Lines have a LineType of Credit. For example, to insert a JournalEntry:

INSERT INTO JournalEntryLines#TEMP (ReferenceNumber, LineType, LineAccount, LineAmount) VALUES ('12345', 'Credit', 'Retained Earnings', '100')
INSERT INTO JournalEntryLines#TEMP (ReferenceNumber, LineType, LineAccount, LineAmount) VALUES ('12345', 'Credit', 'Note Payable - Bank of Anycity', '20')
INSERT INTO JournalEntryLines#TEMP (ReferenceNumber, LineType, LineAccount, LineAmount) VALUES ('12345', 'Debit', 'Checking', '120')
INSERT INTO JournalEntryLines (ReferenceNumber, LineType, LineAccount, LineAmount) SELECT ReferenceNumber, LineType, LineAccount, LineAmount FROM JournalEntryLines#TEMP

To delete a JournalEntry, simply perform a DELETE statement and set the Id equal to the JournalEntryId you wish to delete. For example:

DELETE FROM JournalEntries WHERE Id = '16336-1450191232'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format JournalEntryId\|ItemLineId.
JournalEntryID	String	False	JournalEntries.ID	The journal entry Id.
ReferenceNumber	String	False		The transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Date	Date	False		The transaction date. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value.
CreditLineCount	Integer	False		Number of credit lines.
DebitLineCount	Integer	False		Number of debit lines.
LineId	String	True		The line item identifier.
LineType	String	False		Type of line: credit or debit.
LineAccount	String	False	Accounts.FullName	Account name of a credit or debit line.
LineAccountId	String	False	Accounts.ID	Account Id of a credit or debit line.
LineAmount	Double	False		Amount of a credit or debit line.
LineEntityName	String	False		Entity name of a credit or debit line.
LineEntityId	String	False		Entity Id of a credit or debit line.
LineMemo	String	False		Memo for a credit or debit line.
LineClass	String	False	Class.FullName	Class name of a credit or debit line.
LineClassId	String	False	Class.ID	Class Id of a credit or debit line.
LineStatus	String	False		Billing status of a credit or debit line. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED
LineTaxItem	String	False	SalesTaxItems.Name	The sales-tax item used to calculate a single sales tax that is collected at a specified rate and paid to a single agency. Available in only CA, UK, and AU versions.
LineTaxItemId	String	False	SalesTaxItems.ID	Id of the sales-tax item used to calculate a single sales tax that is collected at a specified rate and paid to a single agency. Only available in CA, UK, and AU versions.
EditSequence	String	False		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	False		When the journal entry was last modified.
TimeCreated	Datetime	False		When the journal entry was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.

OtherNames

Create, update, delete, and query Reckon Other Name entities.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
Name	String	False		The name of the other name. This is required to have a value when inserting.
IsActive	Boolean	False		Whether or not the other name is active.
CompanyName	String	False		The name of the customer, vendor, employee, or person on the other-names list.
Salutation	String	False		A salutation, such as Mr., Mrs., etc.
FirstName	String	False		The first name of a customer, vendor, employee, or person on the other-names list
MiddleName	String	False		The middle name of a customer, vendor, employee, or person on the other-names list.
LastName	String	False		The last name of a customer, vendor, employee, or person on the other-names list.
OtherNameAddress_Addr1	String	False		First line of the other-name address.
OtherNameAddress_Addr2	String	False		Second line of the other-name address.
OtherNameAddress_Addr3	String	False		Third line of the other-name address.
OtherNameAddress_Addr4	String	False		Fourth line of the other-name address.
OtherNameAddress_Addr5	String	False		Fifth line of the other-name address.
OtherNameAddress_City	String	False		City name for the other-name address of the customer, vendor, employee, or person on the other-names list.
OtherNameAddress_State	String	False		State name for the other-name address of the customer, vendor, employee, or person on the other-names list.
OtherNameAddress_PostalCode	String	False		Postal code for the other name address of the customer, vendor, employee, or person on the other-names list.
OtherNameAddress_Country	String	False		Country for the other-name address of the customer, vendor, employee, or person on the other-names list.
OtherNameAddress_Note	String	False		Note for the other-name address of the customer, vendor, employee, or person on the other-names list.
Phone	String	False		The main telephone number for the customer, vendor, employee, or person on the other-names list.
AltPhone	String	False		The alternate telephone number for the customer, vendor, employee, or person on the other-names list.
Fax	String	False		The fax number number for the customer, vendor, employee, or person on the other-names list.
Email	String	False		The email address for communicating with the customer, vendor, employee, or person on the other-names list.
Contact	String	False		The name of a contact person for the customer, vendor, employee, or person on the other-names list.
AltContact	String	False		The name of an alternate contact person for the customer, vendor, employee, or person on the other-names list.
AccountNumber	String	False		The account number for the other-name.
Notes	String	False		Notes on this customer, vendor, employee, or person on the other-names list.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
TimeCreated	Datetime	True		The datetime the other name was made.
TimeModified	Datetime	True		The last datetime the other name was modified.
EditSequence	String	True		An identifier used for versioning for this copy of the object.

PaymentMethods

Create, update, delete, and query Reckon Payment Methods.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier of the payment method.
Name	String	False		The name of the payment method.
IsActive	Boolean	False		Boolean determining if the payment method is active.
EditSequence	String	True		A string indicating the revision of the payment method.
TimeCreated	Datetime	True		The time the payment method was created.
TimeModified	Datetime	True		The last time the payment method was modified.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
StartModifiedDate	String	This pseudo column is deprecated and should no longer be used. Earliest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format)
EndModifiedDate	String	This pseudo column is deprecated and should no longer be used. Latest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).
NameMatch	String	This pseudo column is deprecated and should no longer be used. The type of match to use if specifying the name. 使用できる値は次のとおりです。CONTAINS, EXACT, STARTSWITH, ENDSWITH
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。ACTIVE, INACTIVE, ALL, NA デフォルト値はALLです。

PayrollNonWageItems

Query Reckon Non-Wage Payroll Items.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
Name	String	False		The name of the payroll item. This is required to have a value when inserting.
IsActive	Boolean	False		Whether or not the payroll item is active.
NonWageType	String	False		The type of pay. 使用できる値は次のとおりです。Addition, CompanyContribution, Deduction, DirectDeposit, Tax
ExpenseAccountRef_FullName	String	False	Accounts.FullName	The expense account name for this nonwage payroll item. ExpenseAccount or ExpenseAccountId must have a value when inserting.
ExpenseAccountRef_ListID	String	False	Accounts.ID	The expense account id for this nonwage payroll item. ExpenseAccount or ExpenseAccountId must have a value when inserting.
LiabilityAccountRef_FullName	String	False	Accounts.FullName	The liability account name for this nonwage payroll item. ExpenseAccount or ExpenseAccountId must have a value when inserting.
LiabilityAccountRef_ListID	String	False	Accounts.ID	The liability account id for this nonwage payroll item. ExpenseAccount or ExpenseAccountId must have a value when inserting.
TimeCreated	Datetime	True		The datetime the payroll item was made.
TimeModified	Datetime	True		The last datetime the payroll item was modified.
EditSequence	String	True		An identifier used for versioning for this copy of the object.

PayrollWageItems

Create and query Reckon Wage Payroll Items.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
Name	String	False		The name of the payroll item. This is required to have a value when inserting.
IsActive	Boolean	False		Whether or not the payroll item is active.
WageType	String	False		The type of pay. 使用できる値は次のとおりです。Bonus, Commission, HourlyOvertime, HourlyRegular, HourlySick, HourlyVacation, SalaryRegular, SalarySick, SalaryVacation
ExpenseAccountRef_FullName	String	False	Accounts.FullName	The expense account name for this wage payroll item. ExpenseAccount or ExpenseAccountId must have a value when inserting.
ExpenseAccountRef_ListID	String	False	Accounts.ID	The expense account Id for this wage payroll item. ExpenseAccount or ExpenseAccountId must have a value when inserting.
TimeCreated	Datetime	True		The datetime the payroll item was made.
TimeModified	Datetime	True		The last datetime the payroll item was modified.
EditSequence	String	True		An identifier used for versioning for this copy of the object.

PriceLevelPerItem

Create and query Reckon Price Levels Per Item. Only Reckon Premier and Enterprise support Per-Item Price Levels. Note that while Price Levels can be added from this table, you may only add Per-Item Price Levels from this table. Price Levels may be deleted from the PriceLevels table.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
PriceLevelID	String	False	PriceLevels.ID	The unique identifier of the price level.
Name	String	False		The name of the price level.
PriceLevelType	String	True		The type of price level. 使用できる値は次のとおりです。FixedPercentage, PerItem
IsActive	Boolean	False		A boolean determining if the price level is active.
PriceLevelPerItemRet_ItemRef_ListID	String	False	Items.ID	A reference to the Id of the item. Either the Id or FullName property of the item is required on insertion.
PriceLevelPerItemRet_ItemRef_FullName	String	False	Items.FullName	A reference to the name of the item. Either the Id or FullName property of the item is required on insertion.
PriceLevelPerItemRet_CustomPrice	Double	False		A fixed amount for the price.
PriceLevelPerItemRet_CustomPricePercent	Double	False		A fixed discount percentage.
TimeCreated	Datetime	True		The datetime the transaction was made.
TimeModified	Datetime	True		The last datetime the transaction was modified.
EditSequence	String	True		An identifier used for versioning for this copy of the object.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
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。

PriceLevels

Create, delete, and query Reckon Price Levels. Note that while Price Levels can be added and deleted from this table, you may add only fixed-percentage Price Levels from this table. Per-Item Price Levels may be added via the PriceLevelPerItem table.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
Name	String	False		The name of the price level.
PriceLevelType	String	True		The type of price level. 使用できる値は次のとおりです。FixedPercentage, PerItem
IsActive	Boolean	False		A boolean determining if the price level is active.
PriceLevelFixedPercentage	Double	False		A fixed discount percentage for the price level.
PriceLevelPerItemAggregate	String	False		An aggregate of the per-item price level data.
TimeCreated	Datetime	True		The datetime the transaction was made.
TimeModified	Datetime	True		The last datetime the transaction was modified.
EditSequence	String	True		An identifier used for versioning for this copy of the object.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
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。

PurchaseOrderLineItems

Create, update, delete, and query Reckon Purchase Order Line Items.

Table Specific Information

PurchaseOrders may be inserted, queried, or updated via the PurchaseOrders or PurchaseOrderLineItems tables. PurchaseOrders may be deleted by using the PurchaseOrders table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 PurchaseOrders are Id, Date, TimeModified, ReferenceNumber, VendorName, and VendorId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM PurchaseOrderLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a PurchaseOrder, specify the Vendor and at least one Line Item. All Line Item columns and can be used for inserting multiple Line Items for a new PurchaseOrder transaction. For example, the following will insert a new PurchaseOrder with two Line Items:

INSERT INTO PurchaseOrderLineItems#TEMP (VendorName, ItemName, ItemQuantity) VALUES ('A Cheung Limited', 'Repairs', 1)
INSERT INTO PurchaseOrderLineItems#TEMP (VendorName, ItemName, ItemQuantity) VALUES ('A Cheung Limited', 'Removal', 2)
INSERT INTO PurchaseOrderLineItems (VendorName, ItemName, ItemQuantity) SELECT VendorName, ItemName, ItemQuantity FROM PurchaseOrderLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format PurchaseOrderId\|ItemLineId.
PurchaseOrderID	String	False	PurchaseOrders.ID	The unique identifier of the purchase order.
VendorName	String	False	Vendors.Name	Vendor name this purchase order is issued to. Either VendorName or VendorId must have a value when inserting.
VendorId	String	False	Vendors.ID	Vendor Id this purchase order is issued to. Either VendorName or VendorId must have a value when inserting.
VendorMessage	String	False		Message to appear to vendor.
ReferenceNumber	String	False		The transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Date	Date	False		Transaction date. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value.
DueDate	Date	False		Date when payment is due.
ShipMethod	String	False	ShippingMethods.Name	Shipping method.
ShipMethodId	String	False	ShippingMethods.ID	Shipping method.
ExpectedDate	Date	False		Date when the shipment is expected.
Memo	String	False		Memo regarding this transaction.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
Terms	String	False		Payment terms.
TermsId	String	False		Payment terms.
TotalAmount	Double	True		Total amount for this purchase order.
Template	String	False	Templates.Name	The name of an existing template to apply to the transaction.
TemplateId	String	False	Templates.ID	The Id of an existing template to apply to the transaction.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
ItemLineId	String	True		The line item identifier.
ItemName	String	False	Items.FullName	The item name.
ItemId	String	False	Items.ID	The item identifier.
ItemGroup	String	False	Items.FullName	Item group name. Reference to a group of line items this item is part of.
ItemGroupId	String	False	Items.ID	Item group Id. Reference to a group of line items this item is part of.
ItemDescription	String	False		A description of the item.
ItemCustomer	String	False	Customers.FullName	A reference to a customer for whom this item was ordered. This may also be a customer job.
ItemCustomerId	String	False	Customers.ID	A reference to a customer for whom this item was ordered. This may also be a customer job.
ItemQuantity	Double	False		The quantity of the item or item group specified in this line.
ItemRate	Double	False		The unit rate charged for this item.
ItemAmount	Double	False		Total amount for this item.
ItemReceivedQuantity	Double	False		The quantity of items that have been received against this purchase order.
ItemClass	String	False	Class.FullName	The class name of the item.
ItemClassId	String	False	Class.ID	The class name of the item.
ItemIsManuallyClosed	Boolean	False		Whether or not the item is manually closed.
ItemPartNumber	String	False		The part number used by the manufacturer of the item.
ItemOther1	String	False		The Other1 field of this line item. QBXML version must be set to 6.0 or higher to use this field.
ItemOther2	String	False		The Other2 field of this line item. QBXML version must be set to 6.0 or higher to use this field.
ItemCustomFields	String	False		The custom fields for this line item.
IsFullyReceived	Boolean	True		If IsFullyReceived is true, all the items in the purchase order have been received and none were closed manually.
IsManuallyClosed	Boolean	False		Whether or not the purchase order is closed.
IsToBePrinted	Boolean	False		Whether this transaction is to be printed.
IsToBeEmailed	Boolean	False		Indicates whether the transaction is to be emailed.
IsTaxIncluded	Boolean	False		Indicates whether the dollar amounts in the line items include tax or not.
SalesTaxCodeName	String	False	SalesTaxCodes.Name	The type of sales tax that will be charged for this purchase order.
SalesTaxCodeId	String	False	SalesTaxCodes.ID	The type of sales tax that will be charged for this purchase order.
FOB	String	False		Freight on board: The place to ship from.
VendorAddress	String	True		Full vendor address returned by Reckon.
VendorLine1	String	False		First line of the vendor address.
VendorLine2	String	False		Second line of the vendor address.
VendorLine3	String	False		Third line of the vendor address.
VendorLine4	String	False		Forth line of the vendor address.
VendorLine5	String	False		Fifth line of the vendor address.
VendorCity	String	False		City name for the vendor address of the vendor.
VendorState	String	False		State name for the vendor address of the vendor.
VendorPostalCode	String	False		Postal code for the vendor address of the vendor.
VendorCountry	String	False		Country for the vendor address of the vendor.
VendorNote	String	False		Note for the vendor address of the vendor.
ShipToEntityId	String	False		A reference to an entity (a customer, a vendor or an employee) to whom shipment is to be made. This may also be a customer job.
ShipToEntityName	String	False		A reference to an entity (a customer, a vendor or an employee) to whom shipment is to be made. This may also be a customer job.
ShippingAddress	String	True		Full shipping address returned by Reckon.
ShippingLine1	String	False		First line of the shipping address.
ShippingLine2	String	False		Second line of the shipping address.
ShippingLine3	String	False		Third line of the shipping address.
ShippingLine4	String	False		Fourth line of the shipping address.
ShippingLine5	String	False		Fifth line of the shipping address.
ShippingCity	String	False		City name for the shipping address.
ShippingState	String	False		State name for the shipping address.
ShippingPostalCode	String	False		Postal code for the shipping address.
ShippingCountry	String	False		Country for the shipping address.
ShippingNote	String	False		Note for the shipping address.
Other1	String	False		Predefined Reckon custom field.
Other2	String	False		Predefined Reckon custom field.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the purchase order was last modified.
TimeCreated	Datetime	True		When the purchase order was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ItemPriceLevel	String	Item price level name. Reckon will not return the price level.
ItemOverrideAccount	String	The Account Name used to override the default Account for the Item. This is only available during inserts and updates.
ItemOverrideAccountId	String	The Account Id used to override the default Account for the Item. This is only available during inserts and updates.

PurchaseOrders

Create, update, delete, and query Reckon Purchase Orders.

Table Specific Information

Purchase orders may be inserted, queried, or updated via the PurchaseOrders or PurchaseOrderLineItems tables. PurchaseOrders may be deleted by using the PurchaseOrders table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 PurchaseOrders are Id, Date, TimeModified, VendorName, and VendorId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM PurchaseOrders WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a PurchaseOrder, specify the Vendor and at least one Line Item. The ItemAggregate columns may be used to specify an XML aggregate of Line Item data. The columns that may be used in these aggregates are defined in the PurchaseOrderLineItems table and it starts with Item. For example, the following will insert a new PurchaseOrder with two Line Items:

INSERT INTO PurchaseOrders (VendorName, ItemAggregate) 
VALUES ('A Cheung Limited', 
'<PurchaseOrderLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</PurchaseOrderLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format PurchaseOrderId.
VendorName	String	False	Vendors.Name	Vendor name this purchase order is issued to. Either VendorName or VendorId must have a value when inserting.
VendorId	String	False	Vendors.ID	Vendor Id this purchase order is issued to. Either VendorName or VendorId must have a value when inserting.
VendorMessage	String	False		Message to appear to vendor.
ReferenceNumber	String	False		The transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Date	Date	False		Transaction date. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value.
DueDate	Date	False		Date when payment is due.
ShipMethod	String	False	ShippingMethods.Name	Shipping method.
ShipMethodId	String	False	ShippingMethods.ID	Shipping method.
ExpectedDate	Date	False		Date when the shipment is expected.
Memo	String	False		Memo regarding this transaction.
Class	String	False	Class.Name	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
Terms	String	False		Payment terms.
TermsId	String	False		Payment terms.
TotalAmount	Double	True		Total amount for this purchase order.
Template	String	False	Templates.Name	The name of an existing template to apply to the transaction.
TemplateId	String	False	Templates.ID	The Id of an existing template to apply to the transaction.
ItemCount	Integer	True		The number of line items.
ItemAggregate	String	False		An aggregate of the Line item data which can be used for adding a purchase orders and its line item data.
IsFullyReceived	Boolean	True		If IsFullyReceived is true, all the items in the purchase order have been received and none were closed manually.
IsManuallyClosed	Boolean	False		Whether or not the purchase order is closed.
IsToBePrinted	Boolean	False		Whether this transaction is to be printed.
IsToBeEmailed	Boolean	False		Indicates whether the transaction is to be emailed.
IsTaxIncluded	Boolean	False		Indicates whether the dollar amounts in the line items include tax or not.
SalesTaxCodeName	String	False	SalesTaxCodes.Name	The type of sales tax that will be charged for this purchase order.
SalesTaxCodeId	String	False	SalesTaxCodes.ID	The type of sales tax that will be charged for this purchase order.
FOB	String	False		Freight on board: The place to ship from.
VendorAddress	String	True		Full vendor address returned by Reckon.
VendorLine1	String	False		First line of the vendor address.
VendorLine2	String	False		Second line of the vendor address.
VendorLine3	String	False		Third line of the vendor address.
VendorLine4	String	False		Fourth line of the vendor address.
VendorLine5	String	False		Fifth line of the vendor address.
VendorCity	String	False		City name for the vendor address of the vendor.
VendorState	String	False		State name for the vendor address of the vendor.
VendorPostalCode	String	False		Postal code for the vendor address of the vendor.
VendorCountry	String	False		Country for the vendor address of the vendor.
VendorNote	String	False		Note for the vendor address of the vendor.
ShipToEntityName	String	False		A reference to an entity (a customer, a vendor or an employee) to whom shipment is to be made. This may also be a customer job.
ShipToEntityId	String	False		A reference to an entity (a customer, a vendor or an employee) to whom shipment is to be made. This may also be a customer job.
ShippingAddress	String	True		Full shipping address returned by Reckon.
ShippingLine1	String	False		First line of the shipping address.
ShippingLine2	String	False		Second line of the shipping address.
ShippingLine3	String	False		Third line of the shipping address.
ShippingLine4	String	False		Fourth line of the shipping address.
ShippingLine5	String	False		Fifth line of the shipping address.
ShippingCity	String	False		City name for the shipping address.
ShippingState	String	False		State name for the shipping address.
ShippingPostalCode	String	False		Postal code for the shipping address.
ShippingCountry	String	False		Country for the shipping address.
ShippingNote	String	False		Note for the shipping address.
Other1	String	False		Predefined Reckon custom field.
Other2	String	False		Predefined Reckon custom field.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the purchase order was last modified.
TimeCreated	Datetime	True		When the purchase order was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions.
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.

ReceivePayments

Create, update, delete, and query Reckon Receive Payment transactions.

Table Specific Information

ReceivePayments may be inserted, queried, or updated via the ReceivePayments or ReceivePaymentsAppliedTo tables. ReceivePayments may be deleted by using the ReceivePayments table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 ReceivePayments are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, DepositToAccountName, and DepositToAccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM ReceivePayments WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a ReceivePayment, specify the Customer and Amount. The AppliedToAggregate column may be used to specify an XML aggregate of AppliedTo data. In a Receive Payment, each AppliedTo aggregate represents the transaction to which this part of the payment is being applied. The columns that may be used in these aggregates are defined in the ReceivePaymentsAppliedTo table and it starts with AppliedTo. To use the ApplyToAggregate column, set the AutoApply pseudo column to Custom. For example, the following will insert a new ReceivePayment with two AppliedTo entries:

INSERT INTO ReceivePayments (CustomerName, Amount, AutoApply, AppliedToAggregate) 
VALUES ('Cook, Brian', '300.00', 'Custom', 
'<ReceivePaymentsAppliedTo>
<Row><AppliedToRefId>178C1-1450221347</AppliedToRefId><AppliedToPaymentAmount>200.00</AppliedToPaymentAmount></Row>
<Row><AppliedToRefId>881-933371709</AppliedToRefId><AppliedToPaymentAmount>100.00</AppliedToPaymentAmount></Row>
</ReceivePaymentsAppliedTo>')

If you would like to insert a ReceivePayment and let Reckon Accounts Hosted automatically determine which transaction to apply it to, you can use the AutoApply pseudo column to apply the transaction to an existing transaction. For example:

INSERT INTO ReceivePayments (CustomerName, Amount, AutoApply) VALUES ('Cook, Brian', '300.00', 'ExistingTransactions')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier for the transaction.
ReferenceNumber	String	False		The transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Date	Date	False		The date of the transaction.
UnusedPayment	Double	True		This property will contain the amount of the payment that was not applied to existing invoices.
Amount	Double	False		The amount of the payment received from the Customer.
AccountsReceivableName	String	False	Accounts.FullName	A reference to the name of the accounts-receivable account where the money received from this transaction will be deposited.
AccountsReceivableId	String	False	Accounts.ID	A reference to the Id of the accounts-receivable account where the money received from this transaction will be deposited.
CustomerName	String	False	Customers.FullName	The name of the customer who has purchased goods or services from the company. This is required to have a value when inserting if CustomerID does not.
CustomerId	String	False	Customers.ID	The Id of the customer who has purchased goods or services from the company. This is required to have a value when inserting if CustomerName does not.
DepositToAccountName	String	False	Accounts.FullName	The account name that the payment should be deposited to.
DepositToAccountId	String	False	Accounts.ID	The account Id that the payment should be deposited to.
PaymentMethodName	String	False	PaymentMethods.Name	Name of the payment method that already exists in Reckon.
PaymentMethodId	String	False	PaymentMethods.ID	Id of the payment method that already exists in Reckon.
Memo	String	False		A memo to appear on internal reports.
AppliedToAggregate	String	False		An aggregate of the applied-to data which can be used for adding a bill payment credit card and its applied-to data.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
TimeModified	Datetime	True		When the receive payment was last modified.
TimeCreated	Datetime	True		When the receive payment was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
AutoApply	String	How the payment should be applied. 使用できる値は次のとおりです。ExistingTransactions, FutureTransactions, Custom デフォルト値はExistingTransactionsです。

ReceivePaymentsAppliedTo

Create, update, and query Reckon Receive Payment AppliedTo aggregates. In a Receive Payment, each AppliedTo aggregate represents the transaction to which this part of the payment is being applied.

Table Specific Information

ReceivePayments may be inserted, queried, or updated via the ReceivePayments or ReceivePaymentsAppliedTo tables. ReceivePayments may be deleted by using the ReceivePayments table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 ReceivePayments are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, DepositToAccountName, and DepositToAccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM ReceivePaymentsAppliedTo WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a ReceivePayment, specify the Customer and the Amount. All AppliedTo columns can be used to explicitly identify the transactions the payment is applied to. An AppliedTo entry must at the minimum specify the AppliedToRefId and AppliedToPaymentAmount. Optionally, the INSERT may specify the AutoApply behavior.

For example, the following will insert a new ReceivePayment with two AppliedTo entries:

INSERT INTO ReceivePaymentsAppliedTo#TEMP (CustomerName, AppliedToAmount, AutoApply, AppliedToRefId, AppliedToPaymentAmount) VALUES ('Cook, Brian', '300.00', 'Custom', '178C1-1450221347', '200.00')
INSERT INTO ReceivePaymentsAppliedTo#TEMP (CustomerName, AppliedToAmount, AutoApply, AppliedToRefId, AppliedToPaymentAmount) VALUES ('Cook, Brian', '300.00', 'Custom', '881-933371709', '100.00')
INSERT INTO ReceivePaymentsAppliedTo (CustomerName, AppliedToAmount, AutoApply, AppliedToRefId, AppliedToPaymentAmount) SELECT CustomerName, AppliedToAmount, AutoApply, AppliedToRefId, AppliedToPaymentAmount FROM ReceivePaymentsAppliedTo#TEMP

If you would like to insert a ReceivePayment and let Reckon Accounts Hosted automatically determine which transaction to apply it to, you can use the AutoApply pseudo column to apply the transaction to an existing transaction. For example:

INSERT INTO ReceivePaymentsAppliedTo (CustomerName, Amount, AutoApply) VALUES ('Cook, Brian', '300.00', 'ExistingTransactions')

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format ReceivePaymentId\|AppliedToRefId.
ReceivePaymentId	String	False	ReceivePayments.ID	The Id of the bill-payment transaction.
ReferenceNumber	String	False		The transaction reference number. This may be set to refnumber, refnumber, and refnumber in the WHERE clause of a SELECT statement to search by StartsWith, EndsWith, and Contains. Refnum1:refnum2, refnum1:, and :refnum1 may also be used to denote a range.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Date	Date	False		The date of the transaction.
UnusedPayment	Double	True		This property will contain the amount of the payment that was not applied to existing invoices.
Amount	Double	False		The amount of the payment received from the Customer.
AccountsReceivableName	String	False	Accounts.FullName	A reference to the name of the accounts-receivable account where the money received from this transaction will be deposited.
AccountsReceivableId	String	False	Accounts.ID	A reference to the Id of the accounts-receivable account where the money received from this transaction will be deposited.
CustomerName	String	False	Customers.FullName	The name of the customer who has purchased goods or services from the company. This is required to have a value when inserting if CustomerId is not defined.
CustomerId	String	False	Customers.ID	The Id of the customer who has purchased goods or services from the company. This is required to have a value when inserting if CustomerName is not defined.
DepositToAccountName	String	False	Accounts.FullName	The account name that the payment should be deposited to.
DepositToAccountId	String	False	Accounts.ID	The account Id that the payment should be deposited to.
PaymentMethodName	String	False	PaymentMethods.Name	Name of a payment method that already exists in Reckon.
PaymentMethodId	String	False	PaymentMethods.ID	Id of a payment method that already exists in Reckon.
Memo	String	False		A memo to appear on internal reports.
AutoApply	String	False		How the payment should be applied. 使用できる値は次のとおりです。ExistingTransactions, FutureTransactions, Custom デフォルト値はExistingTransactionsです。
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
AppliedToRefId	String	False		The applied-to reference identifier. This is the Id of an existing transaction that a payment can be applied to such as a JournalEntry, or an Invoice.
AppliedToAmount	Double	True		The amount to be applied.
AppliedToBalanceRemaining	Double	True		The balance remaining to be applied.
AppliedToCreditAppliedAmount	Double	False		The credit applied amount to be applied.
AppliedToCreditMemoId	String	False	CreditMemos.ID	The credit memo Id to be applied.
AppliedToDiscountAccountName	String	False	Accounts.FullName	The discount account name to be applied.
AppliedToDiscountAccountId	String	False	Accounts.ID	The discount account Id to be applied.
AppliedToDiscountAmount	Double	False		The discount amount to be applied.
AppliedToPaymentAmount	Double	False		The payment amount to be applied.
AppliedToReferenceNumber	String	True		The ref number to be applied.
AppliedToTxnDate	Date	True		The transaction date to be applied.
AppliedToTxnType	String	True		The transaction type that was applied.
TimeModified	Datetime	True		When the receive payment was last modified.
TimeCreated	Datetime	True		When the receive payment was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
StartTxnDate	String	Earliest transaction date to search for.
EndTxnDate	String	Latest transaction date to search for.
StartModifiedDate	String	Earliest modified date to search for.
EndModifiedDate	String	Latest modified date to search for.

SalesOrderLineItems

Create, update, delete, and query Reckon Sales Order Line Items.

Table Specific Information

SalesOrders may be inserted, queried, or updated via the SalesOrders or SalesOrderLineItems table. SalesOrders may be deleted by using the SalesOrders table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for SalesOrders are Id, Date, TimeModified, ReferenceNumber, CustomerName, and CustomerId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM SalesOrderLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a SalesOrder, specify the Customer and at least one Line Item. All Line Item columns can be used for inserting multiple Line Items for a new SalesOrder transaction. For example, the following will insert a new SalesOrder with two Line Items:

INSERT INTO SalesOrderLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Cook, Brian', 'Repairs', 1)
INSERT INTO SalesOrderLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Cook, Brian', 'Removal', 2)
INSERT INTO SalesOrderLineItems (CustomerName, ItemName, ItemQuantity) SELECT CustomerName, ItemName, ItemQuantity FROM SalesOrderLineItems#TEMP

Inserting Into an Existing SalesOrder

To add a SalesOrderLineItem to an existing SalesOrder, specify the SalesOrderId, the Item's name, and the Item's Quanitiy. For example:

INSERT INTO SalesOrderLineItems (SalesOrderId, ItemName, ItemQuantity) VALUES ('SalesOrderId', '01Item1', 1)

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format SalesOrderId\|ItemLineId.
SalesOrderId	String	False	SalesOrders.ID	The item identifier.
ReferenceNumber	String	False		Transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
CustomerName	String	False	Customers.Name	Customer name this transaction is recorded under. This is required to have a value when inserting.
CustomerId	String	False	Customers.ID	Customer Id this transaction is recorded under.
Date	Date	False		Transaction date.
ShipMethod	String	False	ShippingMethods.Name	Shipping method.
ShipMethodId	String	False	ShippingMethods.ID	Shipping method.
ShipDate	Date	False		Shipping date.
Memo	String	False		Memo regarding this transaction.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
TotalAmount	Double	False		Total amount for this transaction.
DueDate	Date	False		Date the payment is due.
Message	String	False	CustomerMessages.Name	Message to the customer.
MessageId	String	False	CustomerMessages.ID	Message to the customer.
SalesRep	String	False	SalesReps.Initial	Reference to (the initials of) the sales rep.
SalesRepId	String	False	SalesReps.ID	Reference to the sales rep.
Template	String	False	Templates.Name	The name of an existing template to apply to the transaction.
TemplateId	String	False	Templates.ID	The Id of an existing template to apply to the transaction.
ExchangeRate	Double	False		Currency exchange rate for this sales order.
TotalAmountInHomeCurrency	Double	False		Returned for transactions in currencies different from the merchant's home currency.
FOB	String	False		Freight on board: The place to ship from.
BillingAddress	String	True		Full billing address returned by Reckon.
BillingLine1	String	False		First line of the billing address.
BillingLine2	String	False		Second line of the billing address.
BillingLine3	String	False		Third line of the billing address.
BillingLine4	String	False		Fourth line of the billing address.
BillingLine5	String	False		Fifth line of the billing address.
BillingCity	String	False		City name for the billing address.
BillingState	String	False		State name for the billing address.
BillingPostalCode	String	False		Postal code for the billing address.
BillingCountry	String	False		Country for the billing address.
BillingNote	String	False		Note for the billing address.
ShippingAddress	String	True		Full shipping address returned by Reckon.
ShippingLine1	String	False		First line of the shipping address.
ShippingLine2	String	False		Second line of the shipping address.
ShippingLine3	String	False		Third line of the shipping address.
ShippingLine4	String	False		Fourth line of the shipping address.
ShippingLine5	String	False		Fifth line of the shipping address.
ShippingCity	String	False		City name for the shipping address.
ShippingState	String	False		State name for the shipping address.
ShippingPostalCode	String	False		Postal code for the shipping address.
ShippingCountry	String	False		Country for the shipping address.
ShippingNote	String	False		Note for the shipping address.
Subtotal	Double	True		Gross subtotal. This does not include tax or the amount already paid.
Tax	Double	True		Total sales tax applied to this transaction.
TaxItem	String	False	SalesTaxItems.Name	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxItemId	String	False	SalesTaxItems.ID	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxPercent	Double	True		Percentage charged for sales tax.
PONumber	String	False		Purchase order number.
Terms	String	False		Payment terms.
TermsId	String	False		Payment terms.
ItemLineId	String	True		The line item identifier.
ItemName	String	False	Items.FullName	The item name.
ItemId	String	False	Items.ID	The item identifier.
ItemGroup	String	False	Items.FullName	Item group name. Reference to a group of line items this item is part of.
ItemGroupId	String	False	Items.ID	Item group Id.
ItemDescription	String	False		A description of the item.
ItemQuantity	Double	False		The quantity of the item or item group specified in this line.
ItemRate	Double	False		The unit rate charged for this item.
ItemRatePercent	Double	False		The rate percent charged for this item.
ItemTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item (taxable or nontaxable).
ItemTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax information for this item (taxable or nontaxable).
ItemInvoicedAmount	Double	True		The amount of this sales order line that has been invoiced.
ItemAmount	Double	False		Total amount for this item.
ItemClass	String	False	Class.FullName	The class name of the item.
ItemClassId	String	False	Class.ID	The class Id of the item.
ItemManuallyClosed	Boolean	False		Whether this sales order line is manually closed.
ItemOther1	String	False		The Other1 field of this line item. QBXML version must be set to 6.0 or higher.
ItemOther2	String	False		The Other2 field of this line item. QBXML version must be set to 6.0 or higher.
ItemCustomFields	String	False		The custom fields for this line item.
ItemIsGetPrintItemsInGroup	Boolean	False		If true, a list of this group's individual items their amounts will appear on printed forms.
CustomerTaxCode	String	False	SalesTaxCodes.Name	The tax code specific to this customer.
CustomerTaxCodeId	String	False	SalesTaxCodes.ID	The tax code specific to this customer.
IsToBePrinted	Boolean	False		Whether this sales order is to be printed.
IsToBeEmailed	Boolean	False		When true, if no email address is on file for the customer the transaction will fail.
IsManuallyClosed	Boolean	False		Whether this sales order is manually closed.
IsFullyInvoiced	Boolean	True		Whether this sales order is fully invoiced.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the sales order was last modified.
TimeCreated	Datetime	True		When the sales order was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ItemPriceLevel	String	Item price level name. Reckon will not return the price level.

SalesOrders

Create, update, delete, and query Reckon Sales Orders.

Table Specific Information

SalesOrders may be inserted, queried, or updated via the SalesOrders or SalesOrderLineItems table. SalesOrders may be deleted by using the SalesOrders table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for SalesOrders are Id, Date, TimeModified, ReferenceNumber, CustomerName, and CustomerId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM SalesOrders WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a SalesOrder, specify the Customer and at least one Line Item. The ItemAggregate column may be used to specify an XML aggregate of Line Item data. The columns that may be used in these aggregates are defined in the SalesOrderLineItems tables and it starts with Item. For example, the following will insert a new SalesOrder with two Line Items:

INSERT INTO SalesOrders (CustomerName, ItemAggregate) 
VALUES ('Cook, Brian',
'<SalesOrderLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</SalesOrderLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
ReferenceNumber	String	False		Transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
CustomerName	String	False	Customers.FullName	Customer name this transaction is recorded under. This is required to have a value when inserting.
CustomerId	String	False	Customers.ID	Customer Id this transaction is recorded under.
Date	Date	False		Transaction date.
ShipMethod	String	False	ShippingMethods.Name	Shipping method.
ShipMethodId	String	False	ShippingMethods.ID	Shipping method.
ShipDate	Date	False		Shipping date.
Memo	String	False		Memo regarding this transaction.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
TotalAmount	Double	False		Total amount for this transaction.
DueDate	Date	False		Date the payment is due.
Message	String	False	CustomerMessages.Name	Message to the customer.
MessageId	String	False	CustomerMessages.ID	Message to the customer.
SalesRep	String	False	SalesReps.Initial	Reference to (the initials of) the sales rep.
SalesRepId	String	False	SalesReps.ID	Reference to the sales rep.
Template	String	False	Templates.Name	The name of an existing template to apply to the transaction.
TemplateId	String	False	Templates.ID	The Id of an existing template to apply to the transaction.
FOB	String	False		Freight on board: The place to ship from.
BillingAddress	String	True		Full billing address returned by Reckon.
BillingLine1	String	False		First line of the billing address.
BillingLine2	String	False		Second line of the billing address.
BillingLine3	String	False		Third line of the billing address.
BillingLine4	String	False		Fourth line of the billing address.
BillingLine5	String	False		Fifth line of the billing address.
BillingCity	String	False		City name for the billing address.
BillingState	String	False		State name for the billing address.
BillingPostalCode	String	False		Postal code for the billing address.
BillingCountry	String	False		Country for the billing address.
BillingNote	String	False		Note for the billing address.
ShippingAddress	String	True		Full shipping address returned by Reckon.
ShippingLine1	String	False		First line of the shipping address.
ShippingLine2	String	False		Second line of the shipping address.
ShippingLine3	String	False		Third line of the shipping address.
ShippingLine4	String	False		Fourth line of the shipping address.
ShippingLine5	String	False		Fifth line of the shipping address.
ShippingCity	String	False		City name for the shipping address.
ShippingState	String	False		State name for the shipping address.
ShippingPostalCode	String	False		Postal code for the shipping address.
ShippingCountry	String	False		Country for the shipping address.
ShippingNote	String	False		Note for the shipping address.
Subtotal	Double	True		Gross subtotal. This does not include tax or the amount already paid.
Tax	Double	True		Total sales tax applied to this transaction.
TaxItem	String	False	SalesTaxItems.Name	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxItemId	String	False	SalesTaxItems.ID	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxPercent	Double	True		Percentage charged for sales tax.
PONumber	String	False		Purchase order number.
Terms	String	False		Payment terms.
TermsId	String	False		Payment terms.
ItemCount	Integer	True		The count of item entries for this transaction.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a SalesOrders and its Line Item data.
TransactionCount	Integer	True		The count of related transactions to the bill.
TransactionAggregate	String	True		An aggregate of the linked transaction data.
CustomerTaxCode	String	False	SalesTaxCodes.Name	The tax code specific to this customer.
CustomerTaxCodeId	String	False	SalesTaxCodes.ID	The tax code specific to this customer.
IsPrinted	Boolean	True		Whether this invoice is to be printed.
IsManuallyClosed	Boolean	False		Whether this sales order is manually closed.
IsFullyInvoiced	Boolean	True		Whether this sales order is fully invoiced.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount.
IsToBePrinted	Boolean	False		Whether this sales order is to be printed.
IsToBeEmailed	Boolean	False		Whether this sales order is to be emailed.
Other	String	False		A predefined Reckon custom field.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the sales order was last modified.
TimeCreated	Datetime	True		When the sales order was created.
ShippingDetailTrackingID	Integer	True		The Tracking ID of Sales order which is already shipped.
ShippingDetailCarrierName	String	True		The Carries Name of Sales Order which is already shipped.
ShippingDetailShippingMethod	String	True		The Shipping Method of Sales Order which is already shipped.
ShippingDetailShippingCharges	Decimal	True		The Shipping Charges of Sales Order which is already shipped.
FulfillmentStatus	String	True		The Sales order Fulfillment Status details.
SOChannel	String	True		Sales Channel Name.
StoreName	String	True		Sales Store Name.
StoreType	String	True		Sales Store type.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions.
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.

SalesReceiptLineItems

Create, update, delete, and query Reckon Sales Receipt Line Items.

Table Specific Information

SalesReceipts may be inserted, queried, or updated via the SalesReceipts or SalesReceiptLineItems tables. SalesReceipts may be deleted by using the SalesReceipts table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for SalesReceipts are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, DepositAccount, and DepositAccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM SalesReceiptLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a SalesReceipt, specify the Customer column and at least one Line Item. All Line Item columns can be used for inserting multiple Line Items for a new SalesReceipt transaction. For example, the following will insert a new SalesReceipt with two Line Items:

INSERT INTO SalesReceiptLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Cook, Brian', 'Repairs', 1)
INSERT INTO SalesReceiptLineItems#TEMP (CustomerName, ItemName, ItemQuantity) VALUES ('Cook, Brian', 'Removal', 2)
INSERT INTO SalesReceiptLineItems (CustomerName, ItemName, ItemQuantity) SELECT CustomerName, ItemName, ItemQuantity FROM SalesReceiptLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format SalesReceiptId\|ItemLineId.
SalesReceiptId	String	False	SalesReceipts.ID	The item identifier.
ReferenceNumber	String	False		Transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, but not the Reckon-generated Id.
CustomerName	String	False	Customers.FullName	Customer name this transaction is recorded under.
CustomerId	String	False	Customers.ID	Customer Id this transaction is recorded under.
Date	Date	False		Transaction date. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value.
ShipMethod	String	False	ShippingMethods.Name	Shipping method.
ShipMethodId	String	False	ShippingMethods.ID	Shipping method.
ShipDate	Date	False		Shipping date.
Memo	String	False		Memo regarding this transaction.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
DueDate	Date	False		The date when payment is due.
TotalAmount	Double	True		Total amount for this transaction.
Message	String	False	CustomerMessages.Name	Message to the customer.
MessageId	String	False	CustomerMessages.ID	Message to the customer.
SalesRep	String	False	SalesReps.Initial	Reference to (the initials of) the sales rep.
SalesRepId	String	False	SalesReps.ID	Reference to the sales rep.
Template	String	False	Templates.Name	The name of an existing template to apply to the transaction.
TemplateId	String	False	Templates.ID	The Id of an existing template to apply to the transaction.
ExchangeRate	Double	False		Currency exchange rate for this sales receipt.
FOB	String	False		Freight on board: The place to ship from.
BillingAddress	String	True		Full billing address returned by Reckon.
BillingLine1	String	False		First line of the billing address.
BillingLine2	String	False		Second line of the billing address.
BillingLine3	String	False		Third line of the billing address.
BillingLine4	String	False		Fourth line of the billing address.
BillingLine5	String	False		Fifth line of the billing address.
BillingCity	String	False		City name for the billing address.
BillingState	String	False		State name for the billing address.
BillingPostalCode	String	False		Postal code for the billing address.
BillingCountry	String	False		Country for the billing address.
BillingNote	String	False		Note for the billing address.
ShippingAddress	String	True		Full shipping address returned by Reckon.
ShippingLine1	String	False		First line of the shipping address.
ShippingLine2	String	False		Second line of the shipping address.
ShippingLine3	String	False		Third line of the shipping address.
ShippingLine4	String	False		Fourth line of the shipping address.
ShippingLine5	String	False		Fifth line of the shipping address.
ShippingCity	String	False		City name for the shipping address.
ShippingState	String	False		State name for the shipping address.
ShippingPostalCode	String	False		Postal code for the shipping address.
ShippingCountry	String	False		Country for the shipping address.
ShippingNote	String	False		Note for the shipping address.
Subtotal	Double	True		Gross subtotal. This does not include tax or the amount already paid.
Tax	Double	True		Total sales tax applied to this transaction.
TaxItem	String	False	SalesTaxItems.Name	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxItemId	String	False	SalesTaxItems.ID	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxPercent	Double	True		Percentage charged for sales tax.
IsPending	Boolean	False		Transaction status (whether this transaction has been completed or it is still pending).
IsToBePrinted	Boolean	False		Whether this transaction is to be printed.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. This is only available in the UK and CA editions.
IsToBeEmailed	Boolean	False		When true, if no email address is on file for the customer the transaction will fail.
ItemLineId	String	True		The line item identifier.
ItemName	String	False	Items.FullName	The item name.
ItemId	String	False	Items.ID	The item identifier.
ItemGroup	String	False	Items.FullName	Item group name. Reference to a group of line items this item is part of.
ItemGroupId	String	False	Items.ID	Item group Id. Reference to a group of line items this item is part of.
ItemDescription	String	False		A description of the item.
ItemQuantity	Double	False		The quantity of the item or item group specified in this line.
ItemRate	Double	False		The unit rate charged for this item.
ItemRatePercent	Double	False		The rate percent charged for this item.
ItemTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item (taxable or nontaxable).
ItemTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax information for this item.
ItemAmount	Double	False		Total amount for this item.
ItemClass	String	False	Class.FullName	The class name of the item.
ItemClassId	String	False	Class.ID	The class Id of the item.
ItemIsGetPrintItemsInGroup	Boolean	False		If true, a list of this group's individual items their amounts will appear on printed forms.
CheckNumber	String	False		Check number.
PaymentMethod	String	False	PaymentMethods.Name	Payment method.
PaymentMethodId	String	False	PaymentMethods.ID	Payment method.
DepositAccount	String	False	Accounts.Name	Account name where this payment is deposited.
DepositAccountId	String	False	Accounts.ID	Account name where this payment is deposited.
CustomerTaxCode	String	True	SalesTaxCodes.Name	The tax code specific to this customer.
CustomerTaxCodeId	String	True	SalesTaxCodes.ID	The tax code specific to this customer.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the sales receipt was last modified.
TimeCreated	Datetime	True		When the sales receipt was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ItemPriceLevel	String	Item price level name. Reckon will not return the price level.
ItemOverrideAccount	String	The Account Name used to override the default Account for the Item. This is only available during inserts and updates.
ItemOverrideAccountId	String	The Account Id used to override the default Account for the Item. This is only available during inserts and updates.

SalesReceipts

Create, update, delete, and query Reckon Sales Receipts.

Table Specific Information

SalesReceipts may be inserted, queried, or updated via the SalesReceipts or SalesReceiptLineItems tables. SalesReceipts may be deleted by using the SalesReceipts table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for SalesReceipts are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, DepositAccount, and DepositAccountId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM SalesReceipts WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a SalesReceipt, specify the Customer and at least one Line Item. The ItemAggregate columns may be used to specify an XML aggregate of Line Item data. The columns that may be used in these aggregates are defined in the SalesReceiptLineItems table and it starts with Item. For example, the following will insert a new SalesReceipt with two Line Items:

INSERT INTO SalesReceipts (CustomerName, ItemAggregate) 
VALUES ('Cook, Brian', 
'<SalesReceiptLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</SalesReceiptLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
ReferenceNumber	String	False		Transaction reference number.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, but not the Reckon-generated Id.
CustomerName	String	False	Customers.FullName	Customer name this transaction is recorded under.
CustomerId	String	False	Customers.ID	Customer Id this transaction is recorded under.
Date	Date	False		Transaction date. If it is set in the WHERE clause of a SELECT query, the pseudo columns StartDate and EndDate are overwritten with the value.
ShipMethod	String	False	ShippingMethods.Name	Shipping method.
ShipMethodId	String	False	ShippingMethods.ID	Shipping method.
ShipDate	Date	False		Shipping date.
Memo	String	False		Memo regarding this transaction.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
DueDate	Date	False		The date when payment is due.
TotalAmount	Double	True		Total amount for this transaction.
Message	String	False	CustomerMessages.Name	Message to the customer.
MessageId	String	False	CustomerMessages.ID	Message to the customer.
SalesRep	String	False	SalesReps.Initial	Reference to (the initials of) the sales rep.
SalesRepId	String	False	SalesReps.ID	Reference to the sales rep.
Template	String	False	Templates.Name	The name of an existing template to apply to the transaction.
TemplateId	String	False	Templates.ID	The Id of an existing template to apply to the transaction.
FOB	String	False		Freight on board: The place to ship from.
BillingAddress	String	True		Full billing address returned by Reckon.
BillingLine1	String	False		First line of the billing address.
BillingLine2	String	False		Second line of the billing address.
BillingLine3	String	False		Third line of the billing address.
BillingLine4	String	False		Fourth line of the billing address.
BillingLine5	String	False		Fifth line of the billing address.
BillingCity	String	False		City name for the billing address.
BillingState	String	False		State name for the billing address.
BillingPostalCode	String	False		Postal code for the billing address.
BillingCountry	String	False		Country for the billing address.
BillingNote	String	False		Note for the billing address.
ShippingAddress	String	True		Full shipping address returned by Reckon.
ShippingLine1	String	False		First line of the shipping address.
ShippingLine2	String	False		Second line of the shipping address.
ShippingLine3	String	False		Third line of the shipping address.
ShippingLine4	String	False		Fourth line of the shipping address.
ShippingLine5	String	False		Fifth line of the shipping address.
ShippingCity	String	False		City name for the shipping address.
ShippingState	String	False		State name for the shipping address.
ShippingPostalCode	String	False		Postal code for the shipping address.
ShippingCountry	String	False		Country for the shipping address.
ShippingNote	String	False		Note for the shipping address.
Subtotal	Double	True		Gross subtotal. This does not include tax or the amount already paid.
Tax	Double	True		Total sales tax applied to this transaction.
TaxItem	String	False	SalesTaxItems.Name	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxItemId	String	False	SalesTaxItems.ID	A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency.
TaxPercent	Double	True		Percentage charged for sales tax.
IsPending	Boolean	False		Transaction status (whether this transaction has been completed or it is still pending).
IsToBePrinted	Boolean	False		Whether this transaction is to be printed.
IsTaxIncluded	Boolean	False		Determines if tax is included in the transaction amount. This is only available in UK and CA editions.
IsToBeEmailed	Boolean	False		When true, if no email address is on file for the customer the transaction will fail.
ItemCount	Integer	True		The count of item entries for this transaction.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a sales receipt and its line item data.
CheckNumber	String	False		Check number.
PaymentMethod	String	False	PaymentMethods.Name	Payment method.
PaymentMethodId	String	False	PaymentMethods.ID	Payment method.
DepositAccount	String	False	Accounts.FullName	Account name where this payment is deposited.
DepositAccountId	String	False	Accounts.ID	Account name where this payment is deposited.
CustomerTaxCode	String	True	SalesTaxCodes.Name	The tax code specific to this customer.
CustomerTaxCodeId	String	True	SalesTaxCodes.ID	The tax code specific to this customer.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the sales receipt was last modified.
TimeCreated	Datetime	True		When the sales receipt was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions.
EndTxnDate	String	This pseudo column is deprecated and should no longer be used. Latest transaction date to search for.
StartTxnDate	String	This pseudo column is deprecated and should no longer be used. Earliest 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.

SalesReps

Create, update, delete, and query Reckon Sales Rep entities.

Table Specific Information

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for SalesReps are Id, TimeModified, Initial, and IsActive. 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 SalesReps WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND Initial LIKE '%12345%'

Insert

To insert a SalesRep, specify the Initial column and an existing SalesRepEntityRef. The SalesRepEntityRef can be taken from an existing entity (Employee, Vendor, or OtherName).

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The Id of the sales rep.
Initial	String	False		The initials of the sales rep. These must be unique for each record.
IsActive	Boolean	False		Boolean indicating if the sales rep is active.
SalesRepEntityRef_FullName	String	False		Refers to the sales rep's full name on the employee, vendor, or other-name list. You may specify either SalesRepEntityRef_FullName or SalesRepEntityRef_ListId on insert/update statements, but not both.
SalesRepEntityRef_ListId	String	False		Refers to the sales rep's Id on the employee, vendor, or other-name list. You may specify either SalesRepEntityRef_FullNamee or SalesRepEntityRef_ListId on insert/update statements, but not both.
EditSequence	String	True		A string indicating the revision of the sales rep.
TimeCreated	Datetime	True		The time the sales rep was created.
TimeModified	Datetime	True		The time the sales rep was modified.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
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。
StartModifiedDate	String	This pseudo column is deprecated and should no longer be used. Earliest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format)
EndModifiedDate	String	This pseudo column is deprecated and should no longer be used. Latest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).
MaxResults	String	Maximum number of results to return.

SalesTaxCodes

Create, update, delete, and query Reckon Sales Tax Codes.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
Name	String	False		The name of the sales tax code.
Description	String	False		The description of the sales tax code.
IsActive	Boolean	False		Whether or not the other name is active.
IsTaxable	Boolean	False		Whether or not the other name is taxable.
ItemPurchaseTaxRef_FullName	String	False		Refers to the purchase tax item. Only available in international versions of Reckon.
ItemPurchaseTaxRef_ListId	String	False		Refers to the purchase tax item. Only available in international versions of Reckon.
ItemSalesTaxRef_FullName	String	False	SalesTaxItems.Name	Refers to the sales tax item. Only available in international versions of Reckon.
ItemSalesTaxRef_ListId	String	False	SalesTaxItems.ID	Refers to the sales tax item. Only available in international versions of Reckon.
TimeCreated	Datetime	True		The datetime the sales tax code was made.
TimeModified	Datetime	True		The last datetime the sales tax code was modified.
EditSequence	String	True		An identifier used for versioning for this copy of the object.

SalesTaxItems

Create, update, delete, and query Reckon Sales Tax Items.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
Name	String	False		The name of the other name. This is required to have a value when inserting.
IsActive	Boolean	False		Whether or not the other name is active.
ItemDesc	String	False		A description for the sales tax item.
TaxRate	Double	False		The tax rate. If a nonzero TaxRate is specified, then TaxVendorRef is required.
TaxVendorRef_FullName	String	False	Vendors.Name	Refers to the tax agency to whom collected taxes are owed. This will be a vendor on the vendor list.
TaxVendorRef_ListID	String	False	Vendors.ID	Refers to the tax agency to whom collected taxes are owed. This will be a vendor on the vendor list.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the sales tax item was last modified.
TimeCreated	Datetime	True		When the sales tax item was created.

ShippingMethods

Create, update, delete, and query Reckon Shipping Methods.

Table Specific Information

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for ShippingMethods are Id, TimeModified, Name, and IsActive. 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 ShippingMethods WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND Name LIKE '%12345%'

Insert

To insert a ShippingMethod, specify the Name column.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier of the shipping method.
Name	String	False		The name of the shipping method.
IsActive	Boolean	False		Boolean determining if the shipping method is active.
EditSequence	String	True		A string indicating the revision of the shipping method.
TimeCreated	Datetime	True		The time the shipping method was created.
TimeModified	Datetime	True		The last time the shipping method was modified.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
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。
StartModifiedDate	String	This pseudo column is deprecated and should no longer be used. Earliest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).
EndModifiedDate	String	This pseudo column is deprecated and should no longer be used. Latest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).
NameMatch	String	This pseudo column is deprecated and should no longer be used. The type of match to use if specifying the name. 使用できる値は次のとおりです。CONTAINS, EXACT, STARTSWITH, ENDSWITH

StandardTerms

Create, update, delete, and query Reckon Standard Terms.

Table Specific Information

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for StandardTerms records are Id, TimeModified, Name, and IsActive. 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 StandardTerms WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND Name LIKE '%12345%'

Insert

To insert a StandardTerm, specify the Name column.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The Id of the standard term.
Name	String	False		The name of the standard term.
IsActive	Boolean	False		Boolean indicating if the standard term is active.
StdDueDays	Integer	False		The number of days until payment is due.
StdDiscountDays	Integer	False		If payment is received within StdDiscountDays number of the days, then DiscountPct will apply to the payment.
DiscountPct	Double	False		If payment is received within StdDiscountDays number of days, then this discount will apply to the payment. DiscountPct must be between 0 and 100.
EditSequence	String	True		A string indicating the revision of the standard term.
TimeCreated	Datetime	True		The time the standard term was created.
TimeModified	Datetime	True		The time the standard term was modified.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
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。
StartModifiedDate	String	This pseudo column is deprecated and should no longer be used. Earliest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).
EndModifiedDate	String	This pseudo column is deprecated and should no longer be used. Latest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).
MaxResults	String	Maximum number of results to return.
NameMatch	String	This pseudo column is deprecated and should no longer be used. The type of match to use when searching with the Name. 使用できる値は次のとおりです。EXACT, STARTSWITH, CONTAINS, ENDSWITH デフォルト値はEXACTです。

StatementCharges

Create, update, delete, and query Reckon Statement Charges.

Table Specific Information

To add a StatementCharge, specify the CustomerName or CustomerId and the ItemName or ItemId.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for StatementCharges are Id, Date, TimeModified, ReferenceNumber, CustomerName, CustomerId, IsPaid, AccountsReceivable, and AccountsReceivableId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM StatementCharges WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
ReferenceNumber	String	False		Transaction reference number.
CustomerName	String	False	Customers.FullName	Customer name this transaction is recorded under. Either CustomerName or CustomerId must have a value when inserting.
CustomerId	String	False	Customers.ID	Customer Id this transaction is recorded under. Either CustomerName or CustomerId must have a value when inserting.
Date	Date	False		Transaction date.
ItemName	String	False	Items.FullName	A reference to the item for the transaction.
ItemId	String	False	Items.ID	A reference to the item for the transaction.
Quantity	Double	False		Quantity in stock for this inventory item.
Rate	Double	False		The unit rate charged for this item.
Amount	Double	False		Amount of the transaction.
Balance	Double	True		The balance remaining on the transaction.
Description	String	False		A textual description of the StatementCharge.
AccountsReceivable	String	False	Accounts.FullName	A reference to the name of the accounts-receivable account where the money received from this transaction will be deposited.
AccountsReceivableId	String	False	Accounts.ID	A reference to the Id of the accounts-receivable account where the money received from this transaction will be deposited.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
BilledDate	Date	False		Date when the customer was billed.
DueDate	Date	False		Date when the payment is due.
IsPaid	Boolean	True		Indicates whether this statement charge has been paid.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the statement charge was last modified.
TimeCreated	Datetime	True		When the statement charge was created.

TimeTracking

Create, update, delete, and query Reckon Time Tracking events.

Table Specific Information

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for TimeTracking entries are Id, TimeModified, Date, EmployeeName, and EmployeeId. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM TimeTracking WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To insert a TimeTracking entry, specify the Employee and Duration columns.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		An Id is an alphanumerical identifier assigned by the server whenever an object is added to Reckon. It is guaranteed to be unique across all objects of the same type.
BillableStatus	String	False		The billing status of this line item. If the billing status is empty (that is, if no billing status appears in Reckon), then no BillableStatus value will be returned. 使用できる値は次のとおりです。Empty, Billable, NotBillable, HasBeenBilled
Date	Date	False		The date of the transaction. The standard formatting for dates is YYYY-MM-DD; i.e., September 2, 2002 is formatted as 2002-09-02. When getting the value of a date property, the date will always be in this format. This is required to have a value when inserting.
CustomerName	String	False	Customers.FullName	The Customer property indicates the customer who has purchased goods or services from the company. This is required to have a value when inserting if CustomerID is empty and BillableStatus is not NotBillable.
CustomerId	String	False	Customers.ID	The Customer property indicates the customer who has purchased goods or services from the company. This is required to have a value when inserting if CustomerName is empty and BillableStatus is not NotBillable.
Duration	String	False		The duration of time being tracked. Time is represented in hours followed by minutes, with the character ':' (colon) separating them. For instance, two hours and thirty minutes is represented as '2:30'.
EmployeeName	String	False	Employees.Name	A reference to the employee or subcontractor whose time is being tracked. The person is typically an employee but may be a vendor or defined in an other-name record as well. This is required to have a value when inserting if EmployeeId is empty.
EmployeeId	String	False	Employees.ID	A reference to the employee or subcontractor whose time is being tracked. The person is typically an employee but may be a vendor or defined in an other-name record as well. This is required to have a value when inserting if EmployeeName is empty.
Notes	String	False		Notes about this transaction.
Class	String	False	Class.FullName	A reference to the class of the transaction.
ClassId	String	False	Class.ID	A reference to the class of the transaction.
PayrollWageItemName	String	False	PayrollWageItems.Name	A payment scheme, such as Regular Pay, Overtime Pay, etc. This property may only be specified if (1) the employee specified refers to an employee, and not a vendor or subcontractor, and (2) the 'Use time data to create paychecks' option is selected for this employee (from within the Reckon UI.)
PayrollWageItemId	String	False	PayrollWageItems.ID	A payment scheme, such as Regular Pay, Overtime Pay, etc. This property may only be specified if (1) the employee specified refers to an employee, and not a vendor or subcontractor, and (2) the 'Use time data to create paychecks' option is selected for this employee from within the Reckon UI.
ServiceItemName	String	False	Items.Name	The type of work being performed. If a Customer is not specified, ServiceItem is not needed. If BillableStatus is set to Billable, then both ServiceItem and Customer are required. This is required to have a value when inserting if ServiceItemID is empty.
ServiceItemId	String	False	Items.ID	The type of work being performed. If a Customer is not specified, ServiceItem is not needed. If BillableStatus is set to Billable, then both ServiceItem and Customer are required. This is required to have a value when inserting if ServiceItemName is empty.
EditSequence	String	True		An identifier used for versioning for this copy of the object.
TimeModified	Datetime	True		When the time-tracking event was last modified.
TimeCreated	Datetime	True		When the time-tracking event was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.

ToDo

Create, update, delete, and query Reckon To Do entries.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier of the vendor type.
Notes	String	False		Notes on this to do entry.
IsActive	Boolean	False		Boolean determining if the vendor type is active.
IsDone	Boolean	False		Whether or not this to do entry is complete.
ReminderDate	Datetime	False		Reminder date for this to do entry.
EditSequence	String	True		A string indicating the revision of the payment method.
TimeCreated	Datetime	True		The time the vendor type was created.
TimeModified	Datetime	True		The last time the vendor type was modified.

VehicleMileage

Create, update, delete, and query Reckon Vehicle Mileage entities.

Table Specific Information

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for the VehicleMileage table are Id, Name, 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 VehicleMileage WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND Name LIKE '%12345%'

Insert

To insert a VehicleMileage entry, specify an existing VehicleRef and either TotalMiles or both OdometerStart and OdometerEnd.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The Id of the vehicle mileage.
VehicleRef_FullName	String	False		The vehicle for use in vehicle mileage transactions. Each vehicle name must be unique.
VehicleRef_ListID	String	False		The reference Id for the vehicle mileage transaction.
CustomerRef_FullName	String	False	Customers.FullName	The full name of a referenced customer in Reckon. You may specify only CustomerRef_FullName or CustomerRef_ListId on insert/update statements and not both.
CustomerRef_ListID	String	False	Customers.ID	The Id of the referenced customer in Reckon. You may specify only CustomerRef_FullName or CustomerRef_ListId on insert/update statements and not both.
ItemRef_FullName	String	False	Items.FullName	A reference to the full name of an item in Reckon. You may specify only ItemRef_FullName or ItemRef_ListId on insert/update statements and not both.
ItemRef_ListID	String	False	Items.ID	A reference to the Id of an item in Reckon. You may specify only ItemRef_FullName or ItemRef_ListId on insert/update statements and not both.
ClassRef_FullName	String	False	Class.FullName	A reference to the full name of a class in Reckon. You may specify only ClassRef_FullName or ClassRef_ListId on insert/update statements and not both.
ClassRef_ListID	String	False	Class.ID	A reference to the Id of a class in Reckon. You may specify only ClassRef_FullName or ClassRef_ListId on insert/update statements and not both.
TripStartDate	Datetime	False		Date the trip began. If left blank on an insert, the current date at the time of the transaction will be used.
TripEndDate	Datetime	False		The date the trip ended. If left blank on an insert, the current date at the time of the transaction will be used.
OdometerStart	Integer	False		Odometer reading at the start of the trip. If TotalMiles is specified, you cannot specify OdometerStart and OdometerEnd.
OdometerEnd	Integer	False		Odometer reading at the end of the trip. If TotalMiles is specified, you cannot specify OdometerStart and OdometerEnd.
TotalMiles	Double	False		Total trip miles. If TotalMiles is specified, you cannot specify OdometerStart and OdometerEnd.
Notes	String	False		Additional information.
BillableStatus	String	False		The billig status of the vehicle mileage. 使用できる値は次のとおりです。Billable, NotBillable, HasBeenBilled
StandardMileageRate	Double	False		The mileage rate currently allowed by the tax authority for vehicle expenses.
StandardMileageTotalAmount	Double	False		Amount calculated by multiplying the total trip miles in the current vehicle mileage transaction by the standard mileage rate currently in use.
BillableRate	Double	False		In a billable vehicle mileage transaction, refers to the rate being used to charge mileage to a customer. The rate is specified in the service item or the other charge item that is referenced in the ItemRef columns.
BillableAmount	Double	False		In a billable vehicle mileage transaction, this refers to the total charge that Reckon calculates by by multiplying the trip total mileage by the rate specified in the item referenced by the ItemRef columns.
EditSequence	String	True		A string indicating the revision of the vehicle mileage transaction.
TimeCreated	Datetime	True		When the vehicle mileage was last modified.
TimeModified	Datetime	True		When the vehicle mileage was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
StartModifiedDate	String	This pseudo column is deprecated and should no longer be used. Earliest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format)
EndModifiedDate	String	This pseudo column is deprecated and should no longer be used. Latest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).
StartTxnDate	String	This pseudo column is deprecated and should no longer be used. Earliest transaction date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format)
EndTxnDate	String	This pseudo column is deprecated and should no longer be used. Latest transaction date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).
MaxResults	String	Maximum number of results to return.

VendorCreditExpenseItems

Create, update, delete, and query Reckon Vendor Credit Expense Line Items.

Table Specific Information

VendorCredits may be inserted, updated, or queried via the VendorCredits, VendorCreditExpenseItems, or VendorCreditLineItems tables. VendorCredits may be deleted by using the VendorCredits table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for the VendorCredits table are Id, Date, TimeModified, VendorName, VendorId, AccountsPayableId, and AccountsPayableName. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM VendorCreditExpenseItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a VendorCredit, specify the Vendor and at least one Expense or Line Item. All Expense Line Item columns can be used for inserting multiple Expense Line Items for a new VendorCredit transaction. For example, the following will insert a new VendorCredit with two Expense Line Items:

INSERT INTO VendorCreditExpenseItems#TEMP (VendorName, ExpenseAccount, ExpenseAmount) VALUES ('A Cheung Limited', 'Utilities:Telephone', 52.25)
INSERT INTO VendorCreditExpenseItems#TEMP (VendorName, ExpenseAccount, ExpenseAmount) VALUES ('A Cheung Limited', 'Professional Fees:Accounting', 235.87)
INSERT INTO VendorCreditExpenseItems (VendorName, ExpenseAccount, ExpenseAmount) SELECT VendorName, ExpenseAccount, ExpenseAmount FROM VendorCreditExpenseItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format VendorCreditId\|ExpenseLineId.
VendorCreditId	String	False	VendorCredits.ID	The Id of the VendorCredit transaction.
VendorName	String	False	Vendors.Name	Vendor for this transaction. Either VendorName or VendorId is required to have a value when inserting.
VendorId	String	False	Vendors.ID	Vendor for this transaction. Either VendorName or VendorId is required to have a value when inserting.
Date	Date	False		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.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
ReferenceNumber	String	False		Reference number for the transaction.
AccountsPayable	String	False	Accounts.FullName	Reference to the accounts-payable account.
AccountsPayableId	String	False	Accounts.ID	Reference to the accounts-payable account.
Amount	Double	True		Amount of the transaction.
Memo	String	False		Memo for the transaction.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
ExpenseLineId	String	True		The line item identifier.
ExpenseAccount	String	False	Accounts.FullName	The account name for this expense line. ExpenseAccount or ExpenseAccountId must have a value when inserting.
ExpenseAccountId	String	False	Accounts.ID	The account Id for this expense line. ExpenseAccount or ExpenseAccountId must have a value when inserting.
ExpenseAmount	Double	False		The total amount of this expense line.
ExpenseBillableStatus	String	False		The billing status of this expense line. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED デフォルト値はEMPTYです。
ExpenseCustomer	String	False	Customers.FullName	The customer associated with this expense line.
ExpenseCustomerId	String	False	Customers.ID	The customer associated with this expense line.
ExpenseClass	String	False	Class.FullName	The class name of this expense.
ExpenseClassId	String	False	Class.ID	The class Id of this expense.
ExpenseTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item (taxable or non-taxable).
ExpenseTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax information for this item (taxable or non-taxable).
ExpenseMemo	String	False		A memo for this expense line.
TimeModified	Datetime	True		When the inventory assembly was last modified.
TimeCreated	Datetime	True		When the inventory assembly was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
PaidStatus	String	The paid status of the vendor credit. 使用できる値は次のとおりです。ALL, PAID, UNPAID, NA デフォルト値はALLです。

VendorCreditLineItems

Create, update, delete, and query Reckon Vendor Credit Line Items.

Table Specific Information

VendorCredits may be inserted, updated, or queried via the VendorCredits, VendorCreditExpenseItems, or VendorCreditLineItems tables. VendorCredits may be deleted by using the VendorCredits table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for the VendorCredits table are Id, Date, TimeModified, VendorName, VendorId, AccountsPayableId, and AccountsPayableName. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM VenderCreditLineItems WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a VendorCredit, specify a Vendor and at least one Expense or Line Item. All Line Item columns can be used for inserting multiple Line Items for a new VendorCredit transaction. For example, the following will insert a new VendorCredit with two Line Items:

INSERT INTO VendorCreditLineItems#TEMP (VendorName, ItemName, ItemQuantity) VALUES ('A Cheung Limited', 'Repairs', 1)
INSERT INTO VendorCreditLineItems#TEMP (VendorName, ItemName, ItemQuantity) VALUES ('A Cheung Limited', 'Removal', 2)
INSERT INTO VendorCreditLineItems (VendorName, ItemName, ItemQuantity) SELECT VendorName, ItemName, ItemQuantity FROM VendorCreditLineItems#TEMP

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier in the format VendorCreditId\|ItemLineId.
VendorCreditId	String	False	VendorCredits.ID	The Id of the VendorCredit transaction.
VendorName	String	False	Vendors.Name	Vendor for this transaction. Either VendorName or VendorId is required to have a value when inserting.
VendorId	String	False	Vendors.ID	Vendor for this transaction. Either VendorName or VendorId is required to have a value when inserting.
Date	Date	False		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.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
ReferenceNumber	String	False		Reference number for the transaction.
AccountsPayable	String	False	Accounts.Name	Reference to the accounts-payable account.
AccountsPayableId	String	False	Accounts.ID	Reference to the accounts-payable account.
Amount	Double	True		Amount of the transaction.
Memo	String	False		Memo for the transaction.
ItemLineId	String	True		The line item identifier.
ItemAmount	Double	False		The total amount of this vendor credit line item. This should be a positive number.
ItemClass	String	False	Class.FullName	Specifies the class of the vendor credit line item.
ItemClassId	String	False	Class.ID	Specifies the class of the vendor credit line item.
ItemTaxCode	String	False	SalesTaxCodes.Name	Sales tax information for this item (taxable or non-taxable).
ItemTaxCodeId	String	False	SalesTaxCodes.ID	Sales tax information for this item (taxable or non-taxable).
ItemName	String	False	Items.FullName	The item name.
ItemId	String	False	Items.ID	The item Id.
ItemGroup	String	False	Items.FullName	Item group name. Reference to a group of line items this item is part of.
ItemGroupId	String	False	Items.ID	Item group name. Reference to a group of line items this item is part of.
ItemDescription	String	False		A description of the item.
ItemQuantity	Double	False		The quantity of the item or item group specified in this line.
ItemCost	Double	False		The unit cost for an item.
ItemBillableStatus	String	False		Billing status of the item. 使用できる値は次のとおりです。EMPTY, BILLABLE, NOTBILLABLE, HASBEENBILLED デフォルト値はEMPTYです。
ItemCustomer	String	False	Customers.FullName	The name of the customer who ordered the item.
ItemCustomerId	String	False	Customers.ID	The Id of the customer who ordered the item.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier for this copy of the object.
TimeModified	Datetime	True		When the vendor credit was last modified.
TimeCreated	Datetime	True		When the vendor credit was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
PaidStatus	String	The paid status of the vendor credit. 使用できる値は次のとおりです。ALL, PAID, UNPAID, NA デフォルト値はALLです。
ItemOverrideAccount	String	The Account Name used to override the default Account for the Item. This is only available during inserts and updates.
ItemOverrideAccountId	String	The Account Id used to override the default Account for the Item. This is only available during inserts and updates.

VendorCredits

Create, update, delete, and query Reckon Vendor Credits.

Table Specific Information

VendorCredits may be inserted, updated, or queried via the VendorCredits, VendorCreditExpenseItems, or VendorCreditLineItems tables. VendorCredits may be deleted by using the VendorCredits table.

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for VendorCredits are Id, Date, TimeModified, VendorName, VendorId, AccountsPayableId, and AccountsPayableName. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM VendorCredits WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Insert

To add a VendorCredit, specify a Vendor and at least one Expense or Line Item. The ItemAggregate and ExpenseAggregate columns may be used to specify an XML aggregate of Line Item or Expense Item data. The columns that may be used in these aggregates are defined in the VendorCreditLineItems and VendorCreditExpenseItems tables and it starts with Item and Expense. For example, the following will insert a new VendorCredit with two Line Items:

INSERT INTO VendorCredits (VendorName, ItemAggregate) 
VALUES ('A Cheung Limited', 
'<VendorCreditLineItems>
<Row><ItemName>Repairs</ItemName><ItemQuantity>1</ItemQuantity></Row>
<Row><ItemName>Removal</ItemName><ItemQuantity>2</ItemQuantity></Row>
</VendorCreditLineItems>')

To insert subitems, set the ItemName field to the FullName of the item; for example, '<Row><ItemName>Subs:Carpet</ItemName><ItemQuantity>0</ItemQuantity></Row>'

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The refId of the record.
VendorName	String	False	Vendors.Name	Vendor for this transaction. Either VendorName or VendorId is required to have a value when inserting.
VendorId	String	False	Vendors.ID	Vendor for this transaction. Either VendorName or VendorId is required to have a value when inserting.
Date	Date	False		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.
TxnNumber	Integer	True		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
ReferenceNumber	String	False		Reference number for the transaction.
AccountsPayable	String	False	Accounts.FullName	Reference to the accounts-payable account.
AccountsPayableId	String	False	Accounts.ID	Reference to the accounts-payable account.
Amount	Double	True		Amount of the transaction.
Memo	String	False		Memo for the transaction.
ItemCount	Integer	True		The count of line items.
ItemAggregate	String	False		An aggregate of the line item data which can be used for adding a vendor credit and its line item data.
ExpenseItemCount	Integer	True		The count of expense line items.
ExpenseItemAggregate	String	False		An aggregate of the line item data which can be used for adding a VendorCredit and its expense item data.
TransactionCount	Integer	True		The count of related transactions to the bill.
TransactionAggregate	String	True		An aggregate of the linked transaction data.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
TimeModified	Datetime	True		When the vendor credit was last modified.
TimeCreated	Datetime	True		When the vendor credit was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
Item*	String	All line-item-specific columns may be used in insertions.
Expense*	String	All expense-item-specific columns may be used in insertions.
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.
PaidStatus	String	The paid status of the vendor credit. 使用できる値は次のとおりです。ALL, PAID, UNPAID, NA デフォルト値はALLです。

Vendors

Create, update, delete, and query Reckon Vendors.

Table Specific Information

This table has a Custom Fields column. See the カスタムフィールド page for more information.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for the Vendors table are Id, TimeModified, Balance, and Name. TimeModified may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. Balance may be used with the >=, <=, or = conditions but cannot be used 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 Vendors WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND Name LIKE '%12345%'

Insert

To add a Vendor, specify the Name column.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier of the Vendor.
Name	String	False		The vendor's name. This is required to have a value when inserting.
Salutation	String	False		A salutation, such as Mr., Mrs., etc.
FirstName	String	False		A first name.
MiddleInitial	String	False		The middle initial.
LastName	String	False		A last name.
Company	String	False		The vendor's company name.
Contact	String	False		The contact's name.
AccountNumber	String	False		The account number for this vendor.
Type	String	False		The type of vendor, predefined in Reckon.
TypeId	String	False		The type of vendor, predefined in Reckon.
CreditLimit	Double	False		The credit limit for this vendor.
TaxIdentity	String	False		String that identifies the vendor to the IRS.
AlternateContact	String	False		The alternate contact's name.
Phone	String	False		The vendor's telephone number.
Fax	String	False		The vendor's fax number.
AlternatePhone	String	False		The vendor's alternate telephone number.
Email	String	False		The vendor's email address.
Notes	String	False		Notes on this vendor.
Address	String	True		Full address returned by Reckon.
Line1	String	False		First line of the address.
Line2	String	False		Second line of the address.
Line3	String	False		Third line of the address.
Line4	String	False		Fourth line of the address.
Line5	String	False		Fifth line of the address.
City	String	False		City name for the address of the vendor.
State	String	False		State name for the address of the vendor.
PostalCode	String	False		Postal code for the address of the vendor.
Country	String	False		Country for the address of the vendor.
Note	String	False		Note for the address of the vendor.
Balance	Double	True		Open balance for this vendor.
Terms	String	False		A reference to terms of payment for this vendor. A typical example might be '2% 10 Net 60'. This field can be set in inserts but not in updates.
TermsId	String	False		A reference to terms of payment for this vendor.
EligibleFor1099	Boolean	False		Whether this vendor is eligible for 1099.
NameOnCheck	String	False		The name to be printed on checks.
IsActive	Boolean	False		Whether or not the vendor is active.
CustomFields	String	False		Custom fields returned from Reckon and formatted into XML.
EditSequence	String	True		An identifier for this copy of the object.
TimeModified	Datetime	True		When the vendor was last modified.
TimeCreated	Datetime	True		When the vendor was created.
PrefillAccountId1	String	False		Id of an Account Prefill defined for this vendor.
PrefillAccountName1	String	False		Name of an Account Prefill defined for this vendor.
PrefillAccountId2	String	False		Id of an Account Prefill defined for this vendor.
PrefillAccountName2	String	False		Name of an Account Prefill defined for this vendor.
PrefillAccountId3	String	False		Id of an Account Prefill defined for this vendor.
PrefillAccountName3	String	False		Name of an Account Prefill defined for this vendor.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
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。
MaxBalance	String	The maximum balance amount to return results for. Cannot be specified is MinBalance is specified.
MinBalance	String	The minimum balance amount to return results for. Cannot be specified if MaxBalance is specified.

VendorTypes

Create, update, delete, and query Reckon Vendor Types.

Columns


Name	Type	ReadOnly	References	Description
ID [KEY]	String	True		The unique identifier of the vendor type.
Name	String	False		The name of the vendor type.
FullName	String	False		The name of the vendor type.
IsActive	Boolean	False		Boolean determining if the vendor type is active.
ParentRef_FullName	String	False	VendorTypes.FullName	Full name of the parent for the vendor type. You may specify only ParentRef_FullName or ParentRef_ListId on INSERT/UPDATE statements and not both.
ParentRef_ListId	String	False	VendorTypes.ID	Id for the parent of the vendor type. You may specify only ParentRef_FullName or ParentRef_ListId on INSERT/UPDATE statements and not both.
Sublevel	Integer	True		How many parents the vendor type has.
EditSequence	String	True		A string indicating the revision of the payment method.
TimeCreated	Datetime	True		The time the vendor type was created.
TimeModified	Datetime	True		The last time the vendor type was modified.

ビュー

ビューは、データを示すという点でテーブルに似ていますが、ビューは読み取り専用です。

クエリは、ビューに対して通常のテーブルと同様に実行することができます。

Reckon Accounts Hosted Connector for CData Sync ビュー


Name	Description
BillLinkedTransactions	Query Reckon Bill Linked Transactions.
CreditMemoLinkedTransactions	Query Reckon Credit Memo Linked Transactions.
CustomColumns	Query Reckon Custom Columns.
DeletedEntities	Query deleted Entities.
DeletedTransactions	Query deleted Transactions.
EstimateLinkedTransactions	Query Reckon Estimate Linked transactions.
Host	Query the Reckon host process. The Host represents information about the Reckon process currently being executed.
InvoiceLinkedTransactions	Query Reckon Invoice Linked Transactions.
ItemReceiptLinkedTransactions	Query Reckon Item Receipt Linked Transactions.
Preferences	Query information about many of the preferences the Reckon user has set in the company file.
PurchaseOrderLinkedTransactions	Query Reckon Purchase Order Linked Transactions.
SalesOrderLinkedTransactions	Query Reckon Sales Order Linked Transactions.
StatementChargeLinkedTransactions	Query Reckon Statement Charge Linked Transactions.
SupportedVersions	Query Reckon SupportedVersions.
Templates	Query Reckon templates.
Transactions	Query Reckon transactions. You may search the Transactions using a number of values including Type, Entity, Account, ReferenceNumber, Item, Class, Date, and TimeModified.
UserFiles	Query Reckon UserFiles.
VendorCreditLinkedTransactions	Query Reckon Vendor Credit Linked Transactions.

BillLinkedTransactions

Query Reckon Bill Linked Transactions.

Table Specific Information

Linked transactions are transactions that have been associated with the Bill specified by the BillId column.

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted 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 Bills are Id, Date, ReferenceNumber, VendorName, VendorId, AccountsPayable, AccountsPayableId, IsPaid, and TimeModified. TimeModified and Date may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. ReferenceNumber may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM Bills WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND ReferenceNumber LIKE '%12345%'

Columns


Name	Type	References	Description
ID [KEY]	String		The unique identifier in the format BillId\|ItemLineId.
BillId	String	Bills.ID	The item identifier.
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 bill and the linked transaction.
TimeModified	Datetime		When the bill was last modified.
TimeCreated	Datetime		When the bill was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
PaidStatus	String		The paid status of the vendor credit. 使用できる値は次のとおりです。ALL, PAID, UNPAID, NA デフォルト値はALLです。

CreditMemoLinkedTransactions

Query Reckon Credit Memo Linked Transactions.

Table Specific Information

Linked transactions are transactions that have been associated with the CreditMemo specified by the CreditMemoId column.

Columns


Name	Type	References	Description
ID [KEY]	String		The unique identifier in the format CreditMemoId\|ItemLineId.
CreditMemoId	String	CreditMemos.ID	The credit memo identifier.
ReferenceNumber	String		The transaction reference number.
TxnNumber	Integer		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
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.
CustomerName	String		The name of the customer on the credit memo.
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 credit memo and linked transaction.
TimeModified	Datetime		When the credit memo was last modified.
TimeCreated	Datetime		When the credit memo was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ItemPriceLevel	String		Item price level name. Reckon will not return the price level.

CustomColumns

Query Reckon Custom Columns.

Columns


Name	Type	References	Description
DataExtID [KEY]	String		The Id of a data extension.
OwnerID	String		The owner of a data extension.
DataExtName	String		The name of the data extension.
DataExtType	String		The field's data type.
AssignToObject	String		The object associated with the result.
DataExtListRequire	Boolean
DataExtTxnRequire	Boolean
DataExtFormatString	String

DeletedEntities

Query deleted Entities.

Columns


Name	Type	References	Description
ListID [KEY]	String		The unique identifier.
ListDelType	String		The entity type. Valid values are Account, BillingRate, Class, Currency, Customer, CustomerMsg, CustomerType, DateDrivenTerms, Employee, InventorySite, ItemDiscount, ItemFixedAsset, ItemGroup, ItemInventory, ItemInventoryAssembly, ItemNonInventory, ItemOtherCharge, ItemPayment, ItemSalesTax, ItemSalesTaxGroup, ItemService, ItemSubtotal, JobType, OtherName, PaymentMethod, PayrollItemNonWage, PayrollItemWage, PriceLevel, SalesRep, SalesTaxCode, ShipMethod, StandardTerms, ToDo, UnitOfMeasureSet, Vehicle, Vendor, VendorType, WorkersCompCode
FullName	String		The entity full name.
TimeCreated	Datetime		The time the object was created.
TimeDeleted	Datetime		The time the object was deleted.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
TimeModified	String		The modified date to search for.

DeletedTransactions

Query deleted Transactions.

Columns


Name	Type	References	Description
TxnID [KEY]	String		The unique identifier.
TxnDelType	String		The transaction type. Valid values are ARRefundCreditCard, Bill, BillPaymentCheck, BillPaymentCreditCard, BuildAssembly, Charge, Check, CreditCardCharge, CreditCardCredit, CreditMemo, Deposit, Estimate, InventoryAdjustment, Invoice, ItemReceipt, JournalEntry, PurchaseOrder, ReceivePayment, SalesOrder, SalesReceipt, SalesTaxPaymentCheck, TimeTracking, TransferInventory, VehicleMileage, VendorCredit
ReferenceNumber	String		The entity full name.
TimeCreated	Datetime		The time the object was created.
TimeDeleted	Datetime		The time the object was deleted.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
TimeModified	String		The modified date to search for.

EstimateLinkedTransactions

Query Reckon Estimate Linked transactions.

Table Specific Information

Linked transactions are transactions that have been associated with the Estimate specified by the EstimateId column.

Columns


Name	Type	References	Description
ID [KEY]	String		The unique identifier in the format EstimateId\|ItemLineId.
EstimateId	String	Estimates.ID	The estimate identifier.
ReferenceNumber	String		Transaction reference number.
TxnNumber	Integer		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
CustomerName	String	Customers.FullName	Customer name this transaction is recorded under.
CustomerId	String	Customers.ID	Customer Id this transaction is recorded under.
Date	Date		Transaction date.
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 estimate and linked transaction.
TimeModified	Datetime		When the credit memo was last modified.
TimeCreated	Datetime		When the credit memo was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ItemPriceLevel	String		Item price level name. Reckon will not return the price level.

Host

Query the Reckon host process. The Host represents information about the Reckon process currently being executed.

Columns


Name	Type	References	Description
ProductName [KEY]	String		The name of the Reckon version being used.
MajorVersion	String		The major version of Reckon.
MinorVersion	String		The minor version of Reckon.
Country	String		Country the Reckon edition was designed for.
SupportedQBXMLVersion	String		A comma separated list of QBXML versions supported by the version of Reckon.
IsAutomaticLogin	Boolean		A boolean indicating if the currently running .exe for Reckon is using automatic login. If true, this means that the Reckon UI is currently closed and the Reckon .exe was launched in the background to interact with the company file.
QBFileMode	String		The company file mode currently in use. For instance, SingleUser or MultiUser.

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

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.

ItemReceiptLinkedTransactions

Query Reckon Item Receipt Linked Transactions.

Table Specific Information

Linked transactions are transactions that have been associated with the ItemReceipts specified by the ItemReceiptId column.

Columns


Name	Type	References	Description
ID [KEY]	String		The unique identifier in the format ItemReceiptId\|ItemReceiptLineId.
ItemReceiptId	String	ItemReceipts.ID	The item identifier for the item receipt. This is obtained from the ItemReceipts table.
VendorName	String	Vendors.Name	The name of the vendor. Either VendorName or VendorId must be specified when inserting an item receipt.
VendorId	String	Vendors.ID	The unique Id of the vendor. Either VendorName or VendorId must be specified when inserting an item receipt.
Date	Date		The transaction date.
ReferenceNumber	String		The transaction reference number.
AccountsPayable	String	Accounts.FullName	A reference to the name of the account the item receipt is payable to.
AccountsPayableId	String	Accounts.ID	A reference to the unique Id of the account the item receipt is payable to.
Memo	String		A memo regarding the item receipt.
Amount	Double		Total amount of the item receipt.
TxnNumber	Integer		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
TransactionId	String	PurchaseOrders.ID	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 item receipt and linked transaction.
CustomFields	String		Custom fields returned from Reckon and formatted into XML.
EditSequence	String		An identifier used for versioning for this copy of the object.
TimeModified	Datetime		When the item receipt was last modified.
TimeCreated	Datetime		When the item receipt was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.

Preferences

Query information about many of the preferences the Reckon user has set in the company file.

Columns


Name	Type	References	Description
ID [KEY]	String		Key for the table. デフォルト値は1です。
AccountingPreferences_IsUsingAccountNumbers	Boolean		If true, an account number can be recorded for new accounts. If you include an account numnber in the AccountAdd object when this preference is false, the account number will be set but will not be visible in the user interface.
AccountingPreferences_IsRequiringAccounts	Boolean		If true, a transaction cannot be recorded in the user interface unless it is assigned to an account. (However, transactions affected by this preference always require an account to be specified when added through the SDK).
AccountingPreferences_IsUsingClassTracking	Boolean		If true, Reckon will include a class field on all transactions.
AccountingPreferences_IsUsingAuditTrail	Boolean		If true, Reckon will log all transaction changes in the audit trail report. if false, Reckon logs only the most recent versions of each transaction.
AccountingPreferences_IsAssigningJournalEntryNumbers	Boolean		If true, Reckon will automatically assign a number to each journal entry.
AccountingPreferences_ClosingDate	Date		The company closing date set within the company file. (The Reckon admin can assign a password restricting access to transactions that occurred before this date).
FinanceChargePreferences_AnnualInterestRate	Double		The interest rate, set by the Reckon user, that Reckon will use to calculate finance charges. The default is 0.
FinanceChargePreferences_MinFinanceCharge	Double		The minimum finance charge that will be applied regardless of the amount overdue. MinFinanceCharge is set by the Reckon user, and has a default value (within Reckon) of 0.
FinanceChargePreferences_GracePeriod	Integer		The number of days before finance charges apply to customers' overdue invoices. GracePeriod is set by the Reckon user and has a default value (within Reckon) of 0.
FinanceChargePreferences_FinanceChargeAccountRef_ListID	String	Accounts.ID	Refers to the Id of the account used to track finance charges that the customers pay. This is usually an income account. In a request, if a FinanceChargeAccountRef aggregate includes both FullName and ListId, FullName will be ignored.
FinanceChargePreferences_FinanceChargeAccountRef_FullName	String	Accounts.FullName	Refers to the full name of the account used to track finance charges that the customers pay. This is usually an income account. In a request, if a FinanceChargeAccountRef aggregate includes both FullName and ListId, FullName will be ignored.
FinanceChargePreferences_IsAssessingForOverdueCharges	Boolean		If true, finance charges are assessed on overdue finance charges. This preference is set by the Reckon user, and has a default value (within Reckon) of false. (Note that laws vary about whether a company can charge interest on overdue interest payments.)
FinanceChargePreferences_CalculateChargesFrom	String		This preference is set by the Reckon user. Unless they change the value within Reckon, it will be DueDate. If set to DueDate, finance charges are assessed from the day the invoice or statement is due. If set to InvoiceOrBilledDate, finance charges are assessed from the transaction dates. 使用できる値は次のとおりです。DueDate, InvoiceOrBilledDate
FinanceChargePreferences_IsMarkedToBePrinted	Boolean		If true, all newly created finance charge invoices will be marked to be printed. (This makes it easier for the Reckon user to print a selection of invoices all at once.) This preference is set by the Reckon user and has a default value within Reckon of false.
JobsAndEstimatesPreferences_IsUsingEstimates	Boolean		If true, this user is set up to create estimates for jobs.
JobsAndEstimatesPreferences_IsUsingProgressInvoicing	Boolean		If true, this Reckon user can create an invoice for only a portion of an estimate.
JobsAndEstimatesPreferences_IsPrintingItemsWithZeroAmounts	Boolean		If true, line items with an amount of 0 will print on progress invoices. (IsPrintingItemsWithZeroAmounts is not relevant unless IsUsingProgressInvoices is true).
PurchasesAndVendorsPreferences_IsUsingInventory	Boolean		If true, the inventory-related features of Reckon are available.
PurchasesAndVendorsPreferences_DaysBillsAreDue	Integer		By default, bills are due this many days after receipt.
PurchasesAndVendorsPreferences_IsAutomaticallyUsingDiscounts	Boolean		If true, Reckon will automatically apply available vendor discounts or credits to a bill that is being paid.
PurchasesAndVendorsPreferences_DefaultDiscountAccountRef_ListID	String	Accounts.ID	Id of the account where vendor discounts are tracked. In a request, if a DefaultDiscountAccountRef aggregate includes both FullName and ListId, FullName will be ignored.
ReportsPreferences_AgingReportBasis	String		AgeFromDueDate means that the overdue days shown in these reports will begin with the due date on the invoice. AgeFromTransactionDate means that the overdue days shown in these reports will begin with the date the transaction was created. 使用できる値は次のとおりです。AgeFromDueDate, AgeFromTransactionDate
ReportsPreferences_SummaryReportBasis	String		Indicates whether summary reports are cash-basis or accrual-basis bookkeeping. 使用できる値は次のとおりです。Accrual, Cash
SalesAndCustomersPreferences_DefaultShipMethodRef_ListID	String	ShippingMethods.ID	Id that references to a ship method that will be used as the default value in all ShipVia fields.
SalesAndCustomersPreferences_DefaultShipMethodRef_FullName	String	ShippingMethods.Name	Full name of a ship method that will be used as the default value in all ShipVia fields.
SalesAndCustomersPreferences_DefaultFOB	String		Default FOB (freight on board: the site from which invoiced products are shipped).
SalesAndCustomersPreferences_DefaultMarkup	Double		Default percentage that an inventory item will be marked up from its cost.
SalesAndCustomersPreferences_IsTrackingReimbursedExpensesAsIncome	Boolean		If true, an expense and the customers reimbursement for that expense can be tracked in separate accounts.
SalesAndCustomersPreferences_IsAutoApplyingPayments	Boolean		If true, a customers' payment will automatically be applied to the outstanding invoices for that customer, beginning with the oldest invoice.
SalesAndCustomersPreferences_PriceLevels_IsUsingPriceLevels	Boolean		If true, price levels have been turned on for the company file (under Sales and Customers preferences), which enables the creation and use of price levels.
SalesAndCustomersPreferences_PriceLevels_IsRoundingSalesPriceUp	Boolean		If true, amounts are rounded up to the nearest whole dollar for fixed percentage price levels (not for per-item price levels).
SalesTaxPreferences_DefaultItemSalesTaxRef_ListID	String	SalesTaxItems.ID	Id reference to the default tax code for sales. (Refers to a sales tax code on the SalesTaxCode list).
SalesTaxPreferences_DefaultItemSalesTaxRef_FullName	String	SalesTaxItems.Name	Full name for the default tax code for sales. (Refers to a sales tax code on the SalesTaxCode list).
SalesTaxPreferences_PaySalesTax	String		The frequency of sales tax reports. 使用できる値は次のとおりです。Monthly, Quarterly, Annually
SalesTaxPreferences_DefaultTaxableSalesTaxCodeRef_ListID	String	SalesTaxCodes.ID	Id reference to the default tax code for taxable sales. (Refers to a sales tax code in the SalesTaxCode list).
SalesTaxPreferences_DefaultTaxableSalesTaxCodeRef_FullName	String	SalesTaxCodes.Name	Full name of a default tax code for taxable sales. (Refers to a sales tax code in the SalesTaxCode list).
SalesTaxPreferences_DefaultNonTaxableSalesTaxCodeRef_ListID	String	SalesTaxCodes.ID	Id reference to the default tax code for nontaxable sales. (Refers to a sales tax code in the SalesTaxCode list).
SalesTaxPreferences_DefaultNonTaxableSalesTaxCodeRef_FullName	String	SalesTaxCodes.Name	Full name of a default tax code for nontaxable sales. (Refers to a sales tax code in the SalesTaxCode list).
SalesTaxPreferences_IsUsingVendorTaxCode	Boolean		Boolean indicating if the vendor's tax codes are being used.
SalesTaxPreferences_IsUsingCustomerTaxCode	Boolean		Boolean indicating if the customer's tax codes are being used.
SalesTaxPreferences_IsUsingAmountsIncludeTax	Boolean		Boolean indicating if total amounts include sales tax.
TimeTrackingPreferences_FirstDayOfWeek	String		The first day of a weekly timesheet period. 使用できる値は次のとおりです。Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday
CurrentAppAccessRights_IsAutomaticLoginAllowed	Boolean		If true, then applications can use autologin to access this Reckon company file.
CurrentAppAccessRights_AutomaticLoginUserName	String		If autologin is allowed for this Reckon company file, then this field gives the username that is allowed to use autologin.
CurrentAppAccessRights_IsPersonalDataAccessAllowed	Boolean		If true, then access is allowed to sensitive (personal) data in this Reckon company file.

PurchaseOrderLinkedTransactions

Query Reckon Purchase Order Linked Transactions.

Table Specific Information

Linked transactions are transactions that have been associated with the PurchaseOrder specified by the PurchaseOrderId column.

Columns


Name	Type	References	Description
ID [KEY]	String		The unique identifier in the format PurchaseOrderId\|ItemLineId.
PurchaseOrderId	String	PurchaseOrders.ID	The purchase order identifier.
VendorName	String	Vendors.Name	Vendor name this purchase order is issued to. Either VendorName or VendorId must have a value when inserting.
VendorId	String	Vendors.ID	Vendor Id this purchase order is issued to. Either VendorName or VendorId must have a value when inserting.
VendorMessage	String		Message to appear to vendor.
ReferenceNumber	String		The transaction reference number.
TxnNumber	Integer		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
Date	Date		Transaction date. 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 purchase order and linked transaction.
TimeModified	Datetime		When the purchase order was last modified.
TimeCreated	Datetime		When the purchase order was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ItemPriceLevel	String		Item price level name. Reckon will not return the price level.

SalesOrderLinkedTransactions

Query Reckon Sales Order Linked Transactions.

Table Specific Information

Linked transactions are transactions that have been associated with the SalesOrder specified by the SalesOrderId column.

Columns


Name	Type	References	Description
ID [KEY]	String		The unique identifier in the format SalesOrderId\|ItemLineId.
SalesOrderId	String	SalesOrders.ID	The item identifier.
ReferenceNumber	String		Transaction reference number.
TxnNumber	Integer		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
CustomerName	String	Customers.FullName	Customer name this transaction is recorded under.
CustomerId	String	Customers.ID	Customer Id this transaction is recorded under.
Date	Date		Transaction date.
TransactionId	String	Invoices.ID	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 sales order and linked transaction.
TimeModified	Datetime		When the sales order was last modified.
TimeCreated	Datetime		When the sales order was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
ItemPriceLevel	String		Item price level name. Reckon will not return the price level.

StatementChargeLinkedTransactions

Query Reckon Statement Charge Linked Transactions.

Table Specific Information

Linked transactions are transactions that have been associated with the StatementCharge specified by the StatementChargeId column.

Columns


Name	Type	References	Description
ID [KEY]	String		The unique identifier in the format StatementChargeId\|TransactionLineId.
StatementChargeId	String	StatementCharges.ID	The item identifier.
ReferenceNumber	String		Transaction reference number.
TxnNumber	Integer		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
CustomerName	String	Customers.FullName	Customer name this transaction is recorded under.
CustomerId	String	Customers.ID	Customer Id this transaction is recorded under.
Date	Date		Transaction date.
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 statement charge and linked transaction.
TimeModified	Datetime		When the statement charge was last modified.
TimeCreated	Datetime		When the statement charge was created.

SupportedVersions

Query Reckon SupportedVersions.

Columns


Name	Type	References	Description
CountryVersion	String		The Country Version which the API currently supports. This is useful for the connection property CountryVersion.
Country	String		The name of the country.
Version	String		The version which the API supports.
Description	String		The description for the version.
EndDate	Date		The end date of the support for the version.

Templates

Query Reckon templates.

Columns


Name	Type	References	Description
ID [KEY]	String		The unique identifier of the template.
Name	String		The name of the template.
IsActive	Boolean		Boolean determining if the template is active.
TemplateType	String		The type of template. This may be BuildAssembly, CreditMemo, Estimate, Invoice, PurchaseOrder, SalesOrder, or SalesReceipt.
EditSequence	String		A string indicating the revision of the template.
TimeCreated	Datetime		The time the template was created.
TimeModified	Datetime		The last time the template was modified.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


Name	Type	Description
StartModifiedDate	String		This pseudo column is deprecated and should no longer be used. Earliest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format)
EndModifiedDate	String		This pseudo column is deprecated and should no longer be used. Latest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).
NameMatch	String		This pseudo column is deprecated and should no longer be used. The type of match to use if specifying the name. 使用できる値は次のとおりです。CONTAINS, EXACT, STARTSWITH, ENDSWITH
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。ACTIVE, INACTIVE, ALL, NA デフォルト値はALLです。

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	Double		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

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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. 使用できる値は次のとおりです。Either, NonPosting, Posting デフォルト値はEitherです。
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. 使用できる値は次のとおりです。All, AllExceptSummary, SummaryOnly デフォルト値はSummaryOnlyです。

UserFiles

Query Reckon UserFiles.

Columns


Name	Type	References	Description
FileName	String		The name of the company file.
FilePath	String		The path to the company file. This is useful for the connection property CompanyFile.
LastModified	Datetime		The time when the company file was last modified.

VendorCreditLinkedTransactions

Query Reckon Vendor Credit Linked Transactions.

Table Specific Information

Linked transactions are transactions that have been associated with the VendorCredit specified by the VendorCreditId column.

Columns


Name	Type	References	Description
ID [KEY]	String		The unique identifier in the format VendorCreditId\|ItemLineId.
VendorCreditId	String	VendorCredits.ID	The Id of the VendorCredit transaction.
VendorName	String	Vendors.Name	Vendor for this transaction. Either VendorName or VendorId is required to have a value when inserting.
VendorId	String	Vendors.ID	Vendor for this transaction. Either VendorName or VendorId is required to have a value when inserting.
Date	Date		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.
TxnNumber	Integer		The transaction number. An identifying number for the transaction, different from the Reckon-generated Id.
ReferenceNumber	String		Reference number for the transaction.
TransactionId	String	Bills.ID	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 vendor credit and linked transaction.
TimeModified	Datetime		When the vendor credit was last modified.
TimeCreated	Datetime		When the vendor credit was created.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。


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.
PaidStatus	String		The paid status of the vendor credit. 使用できる値は次のとおりです。ALL, PAID, UNPAID, NA デフォルト値はALLです。

データ型マッピング

Data Type Mappings

The Sync App maps types from the data source to the corresponding data type available in the schema. The table below documents these mappings.


Reckon Accounts Hosted	CData Schema
AMTTYPE	float
BOOLTYPE	bool
DATETIMETYPE	datetime
DATETYPE	date
FLOATTYPE	float
IDTYPE	string
INTTYPE	int
PERCENTTYPE	float
QUANTYPE	float
STRTYPE	string
TIMEINTERVALTYPE	datetime

カスタムフィールド

Some of the tables in Reckon Accounts Hosted allow you to define your own fields. These fields are represented as the Custom Fields column. You can use this column to modify all your custom fields.

Custom fields are a special case with the Sync App. Reckon Accounts Hosted will only return custom fields if they have a value, and will return nothing if no custom fields are set. Custom fields are represented in XML like so:

<CustomField><Name>Custom Field Name</Name><Value>Custom Field Value</Value></CustomField>

To clear a custom field, submit the custom field name without a value. For instance:

<CustomField><Name>Custom Field Name</Name><Value></Value></CustomField>

接続文字列オプション

接続文字列プロパティは、接続を確立するために使用できるさまざまなオプションです。このセクションでは、本プロバイダーの接続文字列で設定できるオプションの一覧を示します。詳細については各リンクをクリックしてください。

接続を確立する方法について詳しくは、接続の確立を参照してください。

Connection

プロパティ	説明
User	The company file's username.
Password	The company file's password.
CompanyFile	The path to the company file.
SubscriptionKey	The subscription key used to authenticate to Reckon Accounts Hosted
CountryVersion	To connect to a Hosted company file, you will need to pass the appropriate value in the CountryVersion.

OAuth

プロパティ	説明
OAuthClientId	OAuth 認証サーバーを使用してアプリケーションを登録する場合に割り当てられたクライアントId。
OAuthClientSecret	OAuth 認証サーバーにアプリケーションを登録する場合に割り当てられたクライアントシークレット。

SSL

プロパティ	説明
SSLServerCert	TLS/SSL を使用して接続するときに、サーバーが受け入れ可能な証明書。

Firewall

プロパティ	説明
FirewallType	プロキシベースのファイアウォールで使われるプロトコル。
FirewallServer	プロキシベースのファイアウォールの名前もしくはIP アドレス。
FirewallPort	プロキシベースのファイアウォールのTCP ポート。
FirewallUser	プロキシベースのファイアウォールに認証するために使うユーザー名。
FirewallPassword	プロキシベースのファイアウォールへの認証に使われるパスワード。

Proxy

プロパティ	説明
ProxyAutoDetect	これは、システムプロキシ設定を使用するかどうかを示します。
ProxyServer	HTTP トラフィックをルートするためのプロキシのホストネームもしくはIP アドレス。
ProxyPort	ProxyServer プロキシが起動しているTCP ポート。
ProxyAuthScheme	ProxyServer プロキシへの認証で使われる認証タイプ。
ProxyUser	ProxyServer プロキシへの認証に使われるユーザー名。
ProxyPassword	ProxyServer プロキシへの認証に使われるパスワード。
ProxySSLType	ProxyServer プロキシへの接続時に使用するSSL タイプ。
ProxyExceptions	ProxyServer 経由での接続が免除される宛先ホスト名またはIP のセミコロン区切りのリスト。

Logging

プロパティ	説明
LogModules	ログファイルに含めるコアモジュール。

Schema

プロパティ	説明
Location	テーブル、ビュー、およびストアドプロシージャを定義するスキーマファイルを格納するディレクトリへのパス。
BrowsableSchemas	このプロパティは、使用可能なスキーマのサブセットにレポートされるスキーマを制限します。例えば、BrowsableSchemas=SchemaA,SchemaB,SchemaC です。
Tables	このプロパティは、使用可能なテーブルのサブセットにレポートされるテーブルを制限します。例えば、Tables=TableA,TableB,TableC です。
Views	使用可能なテーブルのサブセットにレポートされるビューを制限します。例えば、Views=ViewA,ViewB,ViewC です。

Miscellaneous

プロパティ	説明
PollingInterval	This determines the polling interval in milliseconds to check whether the result is ready to be retrieved.
AsyncTimeout	The value in seconds until the timeout error is thrown, canceling the operation.
CustomFieldMode	Which nested data format (XML,JSON) custom fields should be displayed in.
IncludeLineItems	Whether or not to request Line Item responses from Reckon Accounts Hosted when retrieving a base transaction, such as Invoices.
IncludeLinkedTxns	Whether or not to request Linked Transactions from Reckon Accounts Hosted when retrieving a base transaction, such as Invoices.
MaxRows	クエリで集計またはGROUP BY を使用しない場合に返される行数を制限します。これはLIMIT 句よりも優先されます。
Other	これらの隠しプロパティは特定のユースケースでのみ使用されます。
Pagesize	Reckon Accounts Hosted から返されるページあたりの結果の最大数。
PseudoColumns	このプロパティは、テーブルのカラムとして疑似カラムが含まれているかどうかを示します。
Timeout	タイムアウトエラーがスローされ、処理をキャンセルするまでの秒数。
UserDefinedViews	カスタムビューを含むJSON コンフィギュレーションファイルを指すファイルパス。

Connection

このセクションでは、本プロバイダーの接続文字列で設定可能なConnection プロパティの全リストを提供します。

プロパティ	説明
User	The company file's username.
Password	The company file's password.
CompanyFile	The path to the company file.
SubscriptionKey	The subscription key used to authenticate to Reckon Accounts Hosted
CountryVersion	To connect to a Hosted company file, you will need to pass the appropriate value in the CountryVersion.

User

The company file's username.

解説

Ensure the user has Full Access as the assigned role. This is due to the nature of the Accounts SDK which is being used. Setting a user who is not Admin also enables the 'always on' Reckon Accounts audit trail to capture all posts by the driver. This is very helpful when proving what the integrated app did versus changes made by other users.

Password

The company file's password.

解説

Despite what it displays in the Reckon Accounts UI, a password is not optional and must be set when using the driver. This password can be changed at any time by those with Admin Rights to the company file.

CompanyFile

The path to the company file.

解説

The simplest way is to query the UserFiles view: SELECT * FROM UserFiles. Copy the value from the FilePath column and paste it here. Alternatively, you can get the path by opening your company file in Reckon Accounts Hosted and pressing Ctrl 1 (Product Info). You can then click the Copy button and paste it here.

SubscriptionKey

The subscription key used to authenticate to Reckon Accounts Hosted

解説

If you have signed up for the Reckon Accounts Hosted API you should have received an email inviting you to join the Reckon portal on the Azure platform http://reckonproduction.portal.azure-api.net/. Once you have signed in, in your profile you will have access to two API Keys. Copy one of them here.

CountryVersion

To connect to a Hosted company file, you will need to pass the appropriate value in the CountryVersion.

解説

You can get this value by querying the view SupportedVersions: SELECT * FROM SupportedVersions

OAuth

このセクションでは、本プロバイダーの接続文字列で設定可能なOAuth プロパティの全リストを提供します。

プロパティ	説明
OAuthClientId	OAuth 認証サーバーを使用してアプリケーションを登録する場合に割り当てられたクライアントId。
OAuthClientSecret	OAuth 認証サーバーにアプリケーションを登録する場合に割り当てられたクライアントシークレット。

OAuthClientId

OAuth 認証サーバーを使用してアプリケーションを登録する場合に割り当てられたクライアントId。

解説

OAuth アプリケーションの登録の一環として、コンシューマキーとも呼ばれるOAuthClientId 値、およびクライアントシークレットOAuthClientSecret が提供されます。

OAuthClientSecret

OAuth 認証サーバーにアプリケーションを登録する場合に割り当てられたクライアントシークレット。

解説

OAuth アプリケーションの登録の一環として、コンシューマキーとも呼ばれるOAuthClientId が提供されます。また、コンシューマーシークレットと呼ばれるクライアントシークレットも提供されます。クライアントシークレットをOAuthClientSecret プロパティに設定します。

SSL

このセクションでは、本プロバイダーの接続文字列で設定可能なSSL プロパティの全リストを提供します。

プロパティ	説明
SSLServerCert	TLS/SSL を使用して接続するときに、サーバーが受け入れ可能な証明書。

SSLServerCert

TLS/SSL を使用して接続するときに、サーバーが受け入れ可能な証明書。

解説

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the QuickBooks Gateway. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:


Description	Example
A full PEM Certificate (example shortened for brevity)	-----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
A path to a local file containing the certificate	C:\cert.cer

Firewall

このセクションでは、本プロバイダーの接続文字列で設定可能なFirewall プロパティの全リストを提供します。

プロパティ	説明
FirewallType	プロキシベースのファイアウォールで使われるプロトコル。
FirewallServer	プロキシベースのファイアウォールの名前もしくはIP アドレス。
FirewallPort	プロキシベースのファイアウォールのTCP ポート。
FirewallUser	プロキシベースのファイアウォールに認証するために使うユーザー名。
FirewallPassword	プロキシベースのファイアウォールへの認証に使われるパスワード。

FirewallType

プロキシベースのファイアウォールで使われるプロトコル。

解説

このプロパティは、Sync App がFirewallServer プロキシ経由でトンネルトラフィックを使うためのプロトコルを指定します。デフォルトでは、Sync App はシステムプロキシに接続します。この動作を無効化し次のプロキシタイプのどれかで接続するには、ProxyAutoDetect をfalse に設定します。


タイプ	デフォルトポート	説明
TUNNEL	80	これが設定されている場合、Sync App はReckon Accounts Hosted への接続を開き、プロキシを経由して通信が行われます。
SOCKS4	1080	これが設定されている場合、Sync App はデータをFirewallServer およびFirewallPort で指定されたSOCS 4 プロキシ経由で送信し、接続リクエストが許容されるかどうかを決定します。
SOCKS5	1080	これが設定されている場合、Sync App はデータをFirewallServer およびFirewallPort で指定されたSOCS 5 プロキシ経由で送信します。プロキシに認証が必要な場合には、FirewallUser およびFirewallPassword をプロキシが認識する認証情報に設定します。

HTTP プロキシへの接続には、ProxyServer およびProxyPort ポートを使ってください。HTTP プロキシへの認証には、ProxyAuthScheme、ProxyUser、およびProxyPassword を使ってください。

FirewallServer

プロキシベースのファイアウォールの名前もしくはIP アドレス。

解説

ファイアウォールトラバーサルを許容するために設定するIP アドレス、DNS 名、もしくはプロキシホスト名を指定するプロパティです。プロトコルはFirewallType で指定されます。このプロパティとFirewallServer を使って、SOCKS 経由での接続、もしくはトンネリングが可能です。HTTP プロキシへの接続には、ProxyServer を使用します。

Sync App はデフォルトでシステムプロキシを使うので注意してください。他のプロキシを使う場合には、ProxyAutoDetect をfalse に設定してください。

FirewallPort

プロキシベースのファイアウォールのTCP ポート。

解説

ファイアウォールトラバーサルを許容するために設定するプロキシベースのファイアウォールのTCP ポート。名前もしくはIP アドレスを指定するには、FirewallServer を使います。FirewallType でプロトコルを指定します。

FirewallUser

プロキシベースのファイアウォールに認証するために使うユーザー名。

解説

FirewallUser およびFirewallPassword プロパティは、FirewallType により指定された認証方式に則り、FirewallServer、およびFirewallPort で指定されたプロキシに対しての認証に使われます。

FirewallPassword

プロキシベースのファイアウォールへの認証に使われるパスワード。

解説

このプロパティは、FirewallType により指定された認証メソッドに則り、FirewallServer およびFirewallPort で指定されたプロキシに渡されます。

Proxy

このセクションでは、本プロバイダーの接続文字列で設定可能なProxy プロパティの全リストを提供します。

プロパティ	説明
ProxyAutoDetect	これは、システムプロキシ設定を使用するかどうかを示します。
ProxyServer	HTTP トラフィックをルートするためのプロキシのホストネームもしくはIP アドレス。
ProxyPort	ProxyServer プロキシが起動しているTCP ポート。
ProxyAuthScheme	ProxyServer プロキシへの認証で使われる認証タイプ。
ProxyUser	ProxyServer プロキシへの認証に使われるユーザー名。
ProxyPassword	ProxyServer プロキシへの認証に使われるパスワード。
ProxySSLType	ProxyServer プロキシへの接続時に使用するSSL タイプ。
ProxyExceptions	ProxyServer 経由での接続が免除される宛先ホスト名またはIP のセミコロン区切りのリスト。

ProxyAutoDetect

これは、システムプロキシ設定を使用するかどうかを示します。

解説

これは他のプロキシ設定よりも優先されるため、カスタムプロキシ設定を使用するにはProxyAutoDetect をFALSE に設定する必要があります。

HTTP プロキシへの接続には、ProxyServer を参照してください。SOCKS やトンネリングなどの他のプロキシには、FirewallType を参照してください。

ProxyServer

HTTP トラフィックをルートするためのプロキシのホストネームもしくはIP アドレス。

解説

HTTP トラフィックをルートするためのプロキシのホストネームもしくはIP アドレス。HTTP プロキシへの認証には、Sync App はHTTP、Windows(NTLM)、もしくはKerberos 認証タイプを使用することができます。

SOCKS プロキシを経由して接続する、もしくは接続をトンネルするには、FirewallType を参照してください。

デフォルトで、Sync App はsystem プロキシを使います。他のプロキシを使う場合には、ProxyAutoDetect をfalse に設定します。

ProxyPort

ProxyServer プロキシが起動しているTCP ポート。

解説

HTTP トラフィックをリダイレクトするHTTP プロキシが実行されているポート。ProxyServer でHTTP プロキシを指定します。その他のプロキシタイプについては、FirewallType を参照してください。

ProxyAuthScheme

ProxyServer プロキシへの認証で使われる認証タイプ。

解説

この値は、ProxyServer およびProxyPort で指定されるHTTP プロキシに認証するために使われる認証タイプを指定します。

Sync App は、デフォルトでsystem proxy settings を使い、追加での設定が不要です。他のプロキシへの接続をする場合には、ProxyServer およびProxyPort に加え、ProxyAutoDetect をfalse に設定します。認証するには、ProxyAuthScheme を設定し、必要な場合にはProxyUser およびProxyPassword を設定します。

認証タイプは、次のどれかになります。

BASIC： Sync App はHTTP BASIC 認証を行います。
DIGEST： Sync App はHTTP DIGEST 認証を行います。
NEGOTIATE： Sync App は認証において有効なプロトコルに応じて、NTLM もしくはKerberos トークンを取得します。
PROPRIETARY： Sync App はNTLM もしくはKerberos トークンを発行しません。このトークンを、HTTP リクエストのAuthorization ヘッダーに含める必要があります。

SOCKS 5 認証のような他の認証タイプを使用するには、FirewallType を参照してください。

ProxyUser

ProxyServer プロキシへの認証に使われるユーザー名。

解説

ProxyUser および ProxyPassword オプションは、ProxyServer で指定されたHTTP プロキシに対して接続および認証するために使用されます。

ProxyAuthScheme で使用可能な認証タイプを選択することができます。HTTP 認証を使う場合、これをHTTP プロキシで識別可能なユーザーのユーザー名に設定します。Windows もしくはKerberos 認証を使用する場合、このプロパティを次の形式のどれかでユーザー名に設定します。

user@domain
domain\user

ProxyPassword

ProxyServer プロキシへの認証に使われるパスワード。

解説

このプロパティは、NTLM(Windows)、Kerberos、もしくはHTTP 認証をサポートするHTTP プロキシサーバーに認証するために使われます。HTTP プロキシを指定するためには、ProxyServer およびProxyPort を設定します。認証タイプを指定するためにはProxyAuthScheme を設定します。

HTTP 認証を使う場合、さらにHTTP プロキシにProxyUser およびProxyPassword を設定します。

NTLM 認証を使う場合、Windows パスワードにProxyUser およびProxyPassword を設定します。Kerberos 認証には、これらを入力する必要があります。

SOCKS 5 認証もしくは、トンネリングは、FirewallType を参照してください。

デフォルトで、Sync App はsystem プロキシを使います。他のプロキシに接続する場合には、これをfalse に設定します。

ProxySSLType

ProxyServer プロキシへの接続時に使用するSSL タイプ。

解説

このプロパティは、ProxyServer で指定されたHTTP プロキシへの接続にSSL を使用するかどうかを決定します。この値は、AUTO、ALWAYS、NEVER、TUNNEL のいずれかです。有効な値は次のとおりです。


AUTO	デフォルト設定。URL がHTTPS URL の場合、Sync App は、TUNNEL オプションを使います。URL がHTTP URL の場合、コンポーネントはNEVER オプションを使います。
ALWAYS	接続は、常にSSL 有効となります。
NEVER	接続は、SSL 有効になりません。
TUNNEL	接続は、トンネリングプロキシを経由します。プロキシサーバーがリモートホストへの接続を開き、プロキシを経由して通信が行われます。

ProxyExceptions

ProxyServer 経由での接続が免除される宛先ホスト名またはIP のセミコロン区切りのリスト。

解説

ProxyServer は、このプロパティで定義されたアドレスを除くすべてのアドレスに使用されます。セミコロンを使用してエントリを区切ります。

Sync App は、追加設定なしにデフォルトでシステムのプロキシ設定を使います。この接続のプロキシ例外を明示的に構成するには、ProxyAutoDetect をfalse に設定して、ProxyServer およびProxyPort を設定する必要があります。認証するには、ProxyAuthScheme を設定し、必要な場合にはProxyUser およびProxyPassword を設定します。

Logging

このセクションでは、本プロバイダーの接続文字列で設定可能なLogging プロパティの全リストを提供します。

プロパティ	説明
LogModules	ログファイルに含めるコアモジュール。

LogModules

ログファイルに含めるコアモジュール。

解説

指定された（';' で区切られた）モジュールのみがログファイルに含まれます。デフォルトではすべてのモジュールが含まれます。

概要はログページを参照してください。

Schema

このセクションでは、本プロバイダーの接続文字列で設定可能なSchema プロパティの全リストを提供します。

プロパティ	説明
Location	テーブル、ビュー、およびストアドプロシージャを定義するスキーマファイルを格納するディレクトリへのパス。
BrowsableSchemas	このプロパティは、使用可能なスキーマのサブセットにレポートされるスキーマを制限します。例えば、BrowsableSchemas=SchemaA,SchemaB,SchemaC です。
Tables	このプロパティは、使用可能なテーブルのサブセットにレポートされるテーブルを制限します。例えば、Tables=TableA,TableB,TableC です。
Views	使用可能なテーブルのサブセットにレポートされるビューを制限します。例えば、Views=ViewA,ViewB,ViewC です。

Location

テーブル、ビュー、およびストアドプロシージャを定義するスキーマファイルを格納するディレクトリへのパス。

解説

Sync App のスキーマファイル（テーブルとビューの場合は.rsd ファイル、ストアドプロシージャの場合は.rsb ファイル）を含むディレクトリへのパス。このフォルダの場所は、実行ファイルの場所からの相対パスにすることができます。Location プロパティは、定義をカスタマイズしたり（例えば、カラム名を変更する、カラムを無視するなど）、新しいテーブル、ビュー、またはストアドプロシージャでデータモデルを拡張する場合にのみ必要です。

指定しない場合、デフォルトの場所は"%APPDATA%\\CData\\ReckonAccountsHosted Data Provider\\Schema" となり、%APPDATA% はユーザーのコンフィギュレーションディレクトリに設定されます：


Platform	%APPDATA%
Windows	APPDATA 環境変数の値
Linux	~/.config

BrowsableSchemas

このプロパティは、使用可能なスキーマのサブセットにレポートされるスキーマを制限します。例えば、BrowsableSchemas=SchemaA,SchemaB,SchemaC です。

解説

スキーマをデータベースからリストすると、負荷がかかる可能性があります。接続文字列でスキーマのリストを提供すると、パフォーマンスが向上します。

Tables

このプロパティは、使用可能なテーブルのサブセットにレポートされるテーブルを制限します。例えば、Tables=TableA,TableB,TableC です。

解説

テーブルを複数のデータベースからリストすると、負荷がかかる可能性があります。接続文字列でテーブルのリストを提供すると、Sync App のパフォーマンスが向上します。

このプロパティは、作業したいビューがすでにわかっていて、ビューが多すぎる場合に、ビューを自動的にリストする代わりに使用することもできます。

カンマ区切りのリストで使用したいテーブルを指定します。各テーブルは、角かっこ、二重引用符、またはバッククオートを使用してエスケープされた特殊文字列を含む有効なSQL 識別子である必要があります。例えば、Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space` です。

複数のスキーマまたはカタログを持つデータソースに接続する場合は、複数のカタログやスキーマに存在するテーブル間の曖昧さを避けるため、最後の例のように、このプロパティにテーブルの完全修飾名を指定する必要があることに注意してください。

Views

使用可能なテーブルのサブセットにレポートされるビューを制限します。例えば、Views=ViewA,ViewB,ViewC です。

解説

ビューを複数のデータベースからリストすると、負荷がかかる可能性があります。接続文字列でビューのリストを提供すると、Sync App のパフォーマンスが向上します。

このプロパティは、作業したいビューがすでにわかっていて、ビューが多すぎる場合に、ビューを自動的にリストする代わりに使用することもできます。

カンマ区切りのリストで使用したいビューを指定します。各ビューは、角かっこ、二重引用符、またはバッククオートを使用してエスケープされた特殊文字列を含む有効なSQL 識別子である必要があります。例えば、Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space` です。

複数のスキーマまたはカタログを持つデータソースに接続する場合は、複数のカタログやスキーマに存在するテーブル間の曖昧さを避けるため、最後の例のように、このプロパティにテーブルの完全修飾名を指定する必要があることに注意してください。

Miscellaneous

このセクションでは、本プロバイダーの接続文字列で設定可能なMiscellaneous プロパティの全リストを提供します。

プロパティ	説明
PollingInterval	This determines the polling interval in milliseconds to check whether the result is ready to be retrieved.
AsyncTimeout	The value in seconds until the timeout error is thrown, canceling the operation.
CustomFieldMode	Which nested data format (XML,JSON) custom fields should be displayed in.
IncludeLineItems	Whether or not to request Line Item responses from Reckon Accounts Hosted when retrieving a base transaction, such as Invoices.
IncludeLinkedTxns	Whether or not to request Linked Transactions from Reckon Accounts Hosted when retrieving a base transaction, such as Invoices.
MaxRows	クエリで集計またはGROUP BY を使用しない場合に返される行数を制限します。これはLIMIT 句よりも優先されます。
Other	これらの隠しプロパティは特定のユースケースでのみ使用されます。
Pagesize	Reckon Accounts Hosted から返されるページあたりの結果の最大数。
PseudoColumns	このプロパティは、テーブルのカラムとして疑似カラムが含まれているかどうかを示します。
Timeout	タイムアウトエラーがスローされ、処理をキャンセルするまでの秒数。
UserDefinedViews	カスタムビューを含むJSON コンフィギュレーションファイルを指すファイルパス。

PollingInterval

This determines the polling interval in milliseconds to check whether the result is ready to be retrieved.

解説

This property determines how long to wait between checking whether or not the query's results are ready. Very large resultsets or complex queries may take longer to process, and a low polling interval may result in many unnecessary requests being made to check the query status.

AsyncTimeout

The value in seconds until the timeout error is thrown, canceling the operation.

解説

The operations run until they complete successfully or until they encounter an error condition.

If AsyncTimeout expires and the operation is not yet complete, the driver throws an exception.

CustomFieldMode

Which nested data format (XML,JSON) custom fields should be displayed in.

解説

XML is the traditional way of displaying custom fields and will be compatible with older implementations. However, JSON is more compact and may be more appropriate if the values are being saved to a database or other tool that cannot easily traverse the XML structure.

IncludeLineItems

Whether or not to request Line Item responses from Reckon Accounts Hosted when retrieving a base transaction, such as Invoices.

解説

This will not affect Line Item tables, only base transaction tables. Setting this value to false will typically result in better performance.

IncludeLinkedTxns

Whether or not to request Linked Transactions from Reckon Accounts Hosted when retrieving a base transaction, such as Invoices.

解説

This will not affect Linked Transaction tables, only base transaction tables. Setting this value to false will typically result in better performance.

MaxRows

クエリで集計またはGROUP BY を使用しない場合に返される行数を制限します。これはLIMIT 句よりも優先されます。

解説

クエリで集計またはGROUP BY を使用しない場合に返される行数を制限します。これはLIMIT 句よりも優先されます。

Other

これらの隠しプロパティは特定のユースケースでのみ使用されます。

解説

以下にリストされているプロパティは、特定のユースケースで使用可能です。通常のドライバーのユースケースおよび機能では、これらのプロパティは必要ありません。

複数のプロパティをセミコロン区切りリストで指定します。

統合およびフォーマット


DefaultColumnSize	データソースがメタデータにカラムの長さを提供しない場合に、文字列フィールドのデフォルトの長さを設定します。デフォルト値は2000です。
ConvertDateTimeToGMT	日時の値を、マシンのローカルタイムではなくGMT グリニッジ標準時に変換するかどうかを決定します。
RecordToFile=filename	基底のソケットデータ転送を指定のファイルに記録します。

Pagesize

Reckon Accounts Hosted から返されるページあたりの結果の最大数。

解説

Pagesize プロパティは、Reckon Accounts Hosted から返されるページあたりの結果の最大数に影響を与えます。より大きい値を設定すると、1ページあたりの消費メモリが増える代わりに、パフォーマンスが向上する場合があります。

PseudoColumns

このプロパティは、テーブルのカラムとして疑似カラムが含まれているかどうかを示します。

解説

Entity Framework ではテーブルカラムでない疑似カラムに値を設定できないため、この設定はEntity Framework で特に便利です。この接続設定の値は、"Table1=Column1, Table1=Column2, Table2=Column3" の形式です。"*=*" のように"*" 文字を使用して、すべてのテーブルとすべてのカラムを含めることができます。

Timeout

タイムアウトエラーがスローされ、処理をキャンセルするまでの秒数。

解説

Timeout が0に設定されている場合は、操作がタイムアウトしません。処理が正常に完了するか、エラー状態になるまで実行されます。

Timeout の有効期限が切れても処理が完了していない場合は、Sync App は例外をスローします。

UserDefinedViews

カスタムビューを含むJSON コンフィギュレーションファイルを指すファイルパス。

解説

ユーザー定義ビューは、UserDefinedViews.json というJSON 形式のコンフィギュレーションファイルで定義されています。Sync App は、このファイルで指定されたビューを自動的に検出します。

また、複数のビュー定義を持ち、UserDefinedViews 接続プロパティを使用して制御することも可能です。このプロパティを使用すると、指定されたビューのみがSync App によって検知されます。

このユーザー定義ビューのコンフィギュレーションファイルは、次のようにフォーマットされています。

各ルートエレメントはビューの名前を定義します。
各ルートエレメントには、query と呼ばれる子エレメントが含まれており、この子エレメントにはビューのカスタムSQL クエリが含まれています。

次に例を示します。

{
	"MyView": {
		"query": "SELECT * FROM Customers WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

UserDefinedViews 接続プロパティを使用して、JSON コンフィギュレーションファイルの場所を指定します。次に例を示します。

"UserDefinedViews", C:\Users\yourusername\Desktop\tmp\UserDefinedViews.json

指定されたパスは引用符で囲まれていないことに注意してください。

Reckon Accounts Hosted Connector for CData Sync

Reckon Accounts Hosted Connector for CData Sync

概要

Reckon Accounts Hosted バージョンサポート

接続の確立

Reckon Accounts Hosted への接続を追加

Reckon Accounts Hosted への接続

高度な機能

ユーザー定義ビュー

SSL の設定

ファイアウォールとプロキシ

クエリ処理

ログ

SSL の設定

SSL 設定のカスタマイズ

ファイアウォールとプロキシ

Firewall またはProxy 経由の接続

HTTP プロキシ

その他のプロキシ

データモデル

テーブル

ビュー

ストアドプロシージャ

テーブル

Reckon Accounts Hosted Connector for CData Sync テーブル

Accounts

Table Specific Information

Select

Insert

Columns

Pseudo-Columns

BillExpenseItems

Table Specific Information

Select

Insert

Columns

Pseudo-Columns

BillLineItems

Table Specific Information

Select

Insert

Columns

Pseudo-Columns

BillPaymentChecks

Table Specific Information

Select

Insert

Columns

Pseudo-Columns

BillPaymentChecksAppliedTo

Table Specific Information

Select

Insert

Columns

Pseudo-Columns

BillPaymentCreditCards

Table Specific Information

Select

Insert

Columns

Pseudo-Columns

BillPaymentCreditCardsAppliedTo

Table Specific Information

Select

Insert

Columns

Pseudo-Columns

Bills

Table Specific Information

Select

Insert

Columns

Pseudo-Columns

BuildAssemblies

Columns

Pseudo-Columns

BuildAssemblyLineItems

Columns

Pseudo-Columns

CheckExpenseItems