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. The allowed values are 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. The allowed values are AccountsPayable, AccountsReceivable, CondenseItemAdjustmentExpenses, CostOfGoodsSold, DirectDepositLiabilities, Estimates, ExchangeGainLoss, InventoryAssets, ItemReceiptAccount, OpeningBalanceEquity, PayrollExpenses, PayrollLiabilities, PettyCash, PurchaseOrders, ReconciliationDifferences, RetainedEarnings, SalesOrders, SalesTaxPayable, UncategorizedExpenses, UncategorizedIncome, UndepositedFunds.
Number	String	False		The bank number of the account.
Balance	Double	True		The total balance of the account, including subaccounts.
AccountBalance	Double	True		The balance of this account only. This balance does not include subaccounts.
BankAccount	String	False		The bank account number for the account (or an identifying note).
Description	String	False		A textual description of the account.
IsActive	Boolean	False		This property indicates whether the object is currently enabled for use by Reckon.
ParentName	String	False	Accounts.FullName	This is a reference to a parent account. If set to a nonempty string, then this account is a subaccount of its parent.
ParentId	String	False	Accounts.ID	This is a reference to a parent account. If set to a nonempty string, then this account is a subaccount or job of its parent.
Sublevel	Integer	True		The number of ancestors the account has.
CashFlowClassification	String	True		Indicates how the account is classified for cash flow reporting.' value='None, Operating, Investing, Financing, NotApplicable.
TaxLineName	String	True		The name of the line on the tax form this account is associated with, if any. Check the CompanyInfo to see which tax form is associated with the company file.
TaxLineId	String	False		The Id of the line on the tax form this account is associated with, if any. Check the CompanyInfo to see which tax form is associated with the company file.
TimeModified	Datetime	True		When the account was last modified.
TimeCreated	Datetime	True		When the account was created.

Pseudo-Columns

Pseudo Column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.