Master Data Business Entities | Chart Of Account
A Chart of Accounts represents a set of accounts used to record the company's financial transactions.
Overview
URL | api/{tenantKey}/{orgKey}/businessCore/chartOfAccounts |
Methods Supported | GET, POST, PUT, DELETE |
All Operations
This service includes the following operations:
- GET:
- POST:
-
PUT:
- PUT Set Custom Attribute ChartOfAccount
- PUT Set IsActive ChartOfAccount
- PUT Set ChartOfAccountsKey ChartOfAccount
- PUT Set Description ChartOfAccount
- PUT Set AccountLength ChartOfAccount
- PUT Set IsAlphanumeric ChartOfAccount
- PUT Set TaxonomyClass ChartOfAccount
- PUT Set TaxonomyReference ChartOfAccount
- PUT Set HasPurchasesAccounts ChartOfAccount
- PUT Set CopyFrom ChartOfAccount
- DELETE:
All Resources
This service uses the following resources:
All Enumerations
This service uses the following enumerations:
GET ChartOfAccounts
Returns the list of all the entity records available.
Response:
When successful, the response body contains the list of records available. See ChartOfAccountResource. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
GET ChartOfAccounts (paged)
Returns a page of the list of all the entity records available.
The following elements are optional:
page | (int) The index of the page of the list that should be returned. This is a query string parameter. |
pageSize | (int) The number of page elements that should be returned (max. is 1000). This is a query string parameter. |
Response:
When successful, the response body contains the list of records available. See ChartOfAccountResource. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
GET ChartOfAccount by identifier
Returns the entity record that matches the specified identifier.
The following elements are required:
id | (string) The record identifier. |
Response:
When successful, the response body contains the entity record. See ChartOfAccountResource. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
GET ChartOfAccount by key
Returns the entity record that matches the specified key.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
Response:
When successful, the response body contains the entity record. See ChartOfAccountResource. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
GET Print ChartOfAccount by identifier
Prints the specified entity record.
The following elements are required:
id | (string) The record identifier. |
The following elements are optional:
template | (string) The report template that should be used. This is a query string parameter. |
Response:
When successful, the response body contains a stream with the printed file. |
Response status codes:
200 | OK. The operation was completed successfully. |
404 | NotFound. The specified resord does not exist. |
Resource URL:
GET Print ChartOfAccount by key
Prints the specified entity record.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
The following elements are optional:
template | (string) The report template that should be used. This is a query string parameter. |
Response:
When successful, the response body contains a stream with the printed file. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
GET Original Print ChartOfAccountOriginal by identifier
Prints the specified entity record.
The following elements are required:
id | (string) The record identifier. |
The following elements are optional:
template | (string) The report template that should be used. This is a query string parameter. |
Response:
When successful, the response body contains a stream with the printed file. |
Response status codes:
200 | OK. The operation was completed successfully. |
404 | NotFound. The specified resord does not exist. |
Resource URL:
GET Original Print ChartOfAccount by key
Prints the specified entity record.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
The following elements are optional:
template | (string) The report template that should be used. This is a query string parameter. |
Response:
When successful, the response body contains a stream with the printed file. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
POST ChartOfAccounts
Creates a new entity record.
The following elements are required:
chartOfAccountResource | (ApiChartOfAccountResource) The request body should contain the entity record that should be created. See ApiChartOfAccountResource. |
The following elements are optional:
customAttributes | (JSON Document) A key-value pair in JSON format that represents the extensibility custom attributes for this entity. The key should be the custom attribute name prefixed with "custom_", e.g. "custom_attributeName". While the "customAttributes" element is optional, please notice that specific custom attributes might be marked as required. |
Response:
When successful, the response body contains the new entity record identifier. The resource header location property contains the URL for the new entity record. See ApiChartOfAccountResource. |
Response status codes:
201 | Created. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set AccountLength ChartOfAccount
Updates the value of attribute 'AccountLength' in the specified entity record.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
value | (int) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set ChartOfAccountsKey ChartOfAccount
Updates the value of attribute 'ChartOfAccountsKey' in the specified entity record.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
value | (string) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set CopyFrom ChartOfAccount
Updates the value of attribute 'CopyFrom' in the specified entity record.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
value | (string) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set Description ChartOfAccount
Updates the value of attribute 'Description' in the specified entity record.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
value | (string) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set HasPurchasesAccounts ChartOfAccount
Updates the value of attribute 'HasPurchasesAccounts' in the specified entity record.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
value | (bool) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set IsActive ChartOfAccount
Updates the value of attribute 'IsActive' in the specified entity record.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
value | (bool) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
PUT Set IsAlphanumeric ChartOfAccount
Updates the value of attribute 'IsAlphanumeric' in the specified entity record.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
value | (bool) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set TaxonomyClass ChartOfAccount
Updates the value of attribute 'TaxonomyClass' in the specified entity record.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
value | (string) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set TaxonomyReference ChartOfAccount
Updates the value of attribute 'TaxonomyReference' in the specified entity record.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
value | (enum TaxonomyReference) The request body should contain the new value for the attribute. See TaxonomyReference. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set Custom Attribute ChartOfAccount
Updates the value of 'CustomAttribute' in the specified entity record.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
customAttributeName | (string) The custom attribute name. |
value | (ExtensibilityCustomAttributeValueResource) The request body should contain the new value for the custom attribute. See ExtensibilityCustomAttributeValueResource. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
DELETE ChartOfAccount by identifier
Deletes the entity record that matches the specified identifier.
The following elements are required:
id | (string) The record identifier. |
Response:
When successful, the response body is empty. |
Response status codes:
204 | Deleted. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
DELETE ChartOfAccount by key
Deletes the entity record that matches the specified key.
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
Response:
When successful, the response body is empty. |
Response status codes:
204 | Deleted. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
Resources
ApiChartOfAccountResource
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
accountLength | (int) If the accounts have a fixed lengh then set it here, otherwise leave it as 0. |
isAlphanumeric | (bool) Choose whether the accounts can have alphanumeric accounts or not. |
hasPurchasesAccounts | (bool) If is true the chart of accounts allows purchases accounts. |
The following elements are optional:
description | (string) The description of the chart of accounts. |
taxonomyClass | (string) If the chart of accounts is linked to a taxonomy then choose the class. In such case for movement accounts the taxanomy will be mandatory. |
taxonomyReference | (enum TaxonomyReference) The taxonomy reference for SAF-T export process (Portugal).
See TaxonomyReference. |
copyFrom | (string) Copy From. |
ChartOfAccountResource
The following elements are required:
chartOfAccountsKey | (string) The key of the chart of accounts. |
accountLength | (int) If the accounts have a fixed lengh then set it here, otherwise leave it as 0. |
isAlphanumeric | (bool) Choose whether the accounts can have alphanumeric accounts or not. |
hasPurchasesAccounts | (bool) If is true the chart of accounts allows purchases accounts. |
The following elements are optional:
description | (string) The description of the chart of accounts. |
taxonomyClass | (string) If the chart of accounts is linked to a taxonomy then choose the class. In such case for movement accounts the taxanomy will be mandatory.
(fk) Allowed value: the natural key of a record of type TaxonomyClass. These records are accessibly through the TaxonomyClasses service. |
taxonomyReference | (enum TaxonomyReference) The taxonomy reference for SAF-T export process (Portugal).
See TaxonomyReference. |
copyFrom | (string) Copy From. |
ExtensibilityCustomAttributeValueResource
The following elements are required:
value | (object) The custom attribute value. |