Account labels

Account labels give accounts more descriptive names that are displayed anywhere the accounts are referenced in the product and in reports. Account labels is an optional feature that must be enabled when configuring Accounts Payable.

List account labels

get/objects/accounts-payable/account-label

Returns up to 100 object references from the collection with a key, ID, and link for each label. This operation is mostly for use in testing; use query to find objects that meet certain criteria and to specify properties that are returned.

Permissions and other requirements
SubscriptionAccounts Payable
User typeBusiness
PermissionsList account labels
SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "32",
      • "id": "Ref Matls",
      • "href": "/objects/accounts-payable/account-label/32"
      },
    • {
      • "key": "33",
      • "id": "Rent",
      • "href": "/objects/accounts-payable/account-label/33"
      },
    • {
      • "key": "34",
      • "id": "Repairs and Maintenance",
      • "href": "/objects/accounts-payable/account-label/34"
      }
    ],
  • "ia::meta": {
    • "totalCount": 3,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}

Create an account label

post/objects/accounts-payable/account-label

Creates a new account label.

Permissions and other requirements
SubscriptionAccounts Payable
User typeBusiness
PermissionsAdd account labels
SecurityOAuth2
Request
Request Body schema: application/json
id
required
string

Name or other unique identifier for the account label.

Example: "Benefits: Health"
description
required
string

A note about the purpose and use of the account label.

Example: "Account for health benefit costs"
status
required
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
object

The general ledger account to assign to the label. This is typically a revenue account.

id
required
string

General ledger account number.

Example: "1210--Equipment"
key
string

System-assigned key for the general ledger account.

Example: "19"
object

The general ledger account where the system posts offsets to items posted to this label. This is typically a receivables account.

key
string

System-assigned key for the offset general ledger account.

Example: "2"
id
string

Account number for the offset general ledger account.

Example: "1215--EquipmentOffset"
object

Form 1099 information.

type
string or null

Form 1099 type.

Example: "DIV"
box
string or null

Box number for form 1099.

Example: "1B"
Responses
201

Created

400

Bad Request

Request samples
application/json
{
  • "id": "Sales",
  • "description": "Sales team expenses",
  • "status": "active",
  • "glAccount": {
    • "id": "4000--Sales"
    },
  • "offsetGLAccount": {
    • "id": "4001--Miscellaneous - Sales"
    }
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "37",
    • "id": "Sales",
    • "href": "/objects/accounts-payable/account-label/37"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Get an account label

get/objects/accounts-payable/account-label/{key}

Returns detailed information for a specified account label.

Permissions and other requirements
SubscriptionAccounts Payable
User typeBusiness
PermissionsList, Edit account labels
SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned key for the account label.

Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "key": "8",
    • "id": "Accounting Fees",
    • "description": "Accounting Fees",
    • "glAccount": {
      • "id": "6600.01--Accounting Fees",
      • "key": "318",
      • "href": "/objects/general-ledger/account/318"
      },
    • "status": "active",
    • "offsetGLAccount": {
      • "id": null,
      • "key": null
      },
    • "form1099Type": "DIV",
    • "form1099Box": "1B",
    • "href": "/objects/accounts-payable/account-label/8"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Update an account label

patch/objects/accounts-payable/account-label/{key}

Updates an existing account label by setting field values. Any fields not provided remain unchanged.

Permissions and other requirements
SubscriptionAccounts Payable
User typeBusiness
PermissionsList, Edit account labels
SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned key for the account label.

Request Body schema: application/json
description
string

A note about the purpose and use of the account label.

Example: "Account for health benefit costs"
status
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
object

The general ledger account to assign to the label. This is typically a revenue account.

key
string

System-assigned key for the general ledger account.

Example: "19"
id
string

General ledger account number.

Example: "1210--Equipment"
object

The general ledger account where the system posts offsets to items posted to this label. This is typically a receivables account.

key
string

System-assigned key for the offset general ledger account.

Example: "2"
id
string

Account number for the offset general ledger account.

Example: "1215--EquipmentOffset"
object

Form 1099 information.

type
string or null

Form 1099 type.

Example: "DIV"
box
string or null

Box number for form 1099.

Example: "1B"
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "description": "This is Sales Account label",
  • "status": "active",
  • "offsetGLAccount": {
    • "id": "4000.03--Sales-Others"
    }
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "37",
    • "id": "Sales",
    • "href": "/objects/accounts-payable/account-label/37"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Delete an account label

delete/objects/accounts-payable/account-label/{key}

Deletes an account label.

Permissions and other requirements
SubscriptionAccounts Payable
User typeBusiness
PermissionsList, Delete account labels
SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned key for the account label.

Responses
204

No Content

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "ia::error": {
      • "code": "invalidRequest",
      • "message": "A POST request requires a payload",
      • "errorId": "REST-1028",
      • "additionalInfo": {
        },
      • "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
      }
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 0,
    • "totalError": 1
    }
}

Query account labels

post/services/core/query

Queries an object for filtered data.

SecurityOAuth2
Request
Request Body schema: application/json
object
string

Object type to query, in the form <application-name>/<object name>. For custom objects use platform-apps/nsp::<object-name>.

Example: "accounts-payable/account-label"
fields
Array of strings

List of fields to include in the response. Can be any combination of these:

  • The name of a field in the object that you are querying, such as id.

  • The name of a field in a related object, using the form relatedObjectName.fieldName, such as vendor.id.

  • The result of an aggregate function run against the values in the returned objects. Use the form function:fieldName, such as min:startDate to return the earliest starting date. Valid function names are:

    • count
    • avg
    • sum
    • min
    • max
  • The result of an aggregate function run against the values in related objects, using the form function:relatedObjectName.fieldName, such as max:vendor.creditLimit. The same functions are supported as for object fields.

Example: ["key","id","max:vendor.creditLimit"]
Array of equal (object) or not equal (object) or less than (object) or (less than or equal (object)) or greater than (object) or (greater than or equal (object)) or in (object) or not in (object) or between (object) or not between (object) or contains (object) or does not contain (object) or starts with (object) or does not start with (object) or ends with (object) or does not end with (object)

Filter conditions to select the objects to return based on their field values. You use operators and conditions to build your filter, such as {"$eq":{"status":"active"}} to select objects in which status is equal to "active".

Example: [{"$eq":{"status":"active"}},{"$gt":{"totalDue":"1000"}},{"$contains":{"name":"Acme"}}]
Array
Any of:

Field value must be equal to this specified value.

For date fields, you can use these macro values that are relative to the current date or the asOfDate in filterParameters, if set:

  • today
  • currentWeek
  • currentMonth
  • currentQuarter
  • currentYear
  • yesterday
  • lastWeek
  • priorMonth
  • priorQuarter
  • priorYear

These are most useful for queries that you want to save and use repeatedly, such as for views or reports. Just change the asOfDate each time to retrieve the same data set for different time periods.

For example, {"eq":{"postingDate":"priorYear"}}.

object

The field name and value to be compared with object values.

Example: {"status":"active"}
filterExpression
string
Default: "and"

Logical operators to apply when there are multiple filter conditions. The conditions in the filters array are implicitly numbered starting at 1. Supports and, or, and grouping with parentheses.

Shortcuts:

  • and by itself means that all conditions must be true.
  • or by itself means that at least one condition must be true.
Example: "(1 and 2) or 3"
object

Pre-defined filter options.

asOfDate
string <date>

The "as of" date to use with any relative date comparisons in filters. For example, if asOfDate is set to "2022-04-01" then priorMonth will be "03".

The current date is used if asOfDate is not set.

Example: "2022-04-01"
includeHierarchyFields
boolean
Default: false

Set to true to include hierarchical structure information with each object in the response.

Example: false
caseSensitiveComparison
boolean
Default: true

Queries are case-sensitive by default. Set to false to ignore case in a query.

Example: true
includePrivate
boolean
Default: false

By default, in a multi-entity company, queries from the top-level entity do not access data in private entities. Set includePrivate to true if you want to query data in private entities.

Example: false
Array of objects

Set the order of the results by specifying field names to sort by and whether they should be in ascending or descending order.

Example: [{"totalDue":"asc"},{"lastPaymentMadeDate":"desc"}]
Array
property name*
additional property
string
Enum: "asc" "desc"
start
integer

First record of the result set to include in the response.

Example: 1
size
integer

Number of records to include in the response.

Example: 100
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "object": "accounts-payable/account-label",
  • "filters": [
    • {
      • "$eq": {
        }
      }
    ],
  • "fields": [
    • "key",
    • "id",
    • "description",
    • "href"
    ],
  • "orderBy": [
    • {
      • "id": "asc"
      }
    ]
}
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "16",
      • "id": "HR",
      • "description": "Product team expenses",
      • "href": "/objects/accounts-payable/account-label/16"
      },
    • {
      • "key": "17",
      • "id": "Ops",
      • "description": "Ops team expenses",
      • "href": "/objects/accounts-payable/account-label/17"
      },
    • {
      • "key": "15",
      • "id": "Sales",
      • "description": "Sales team expenses",
      • "href": "/objects/accounts-payable/account-label/15"
      }
    ],
  • "ia::meta": {
    • "totalCount": 3,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}