If using a creation rule for reconciliation, the rule needs to have a transaction template. Transaction templates define how to create new transactions in Sage Intacct based on bank data from an import file or bank feed.
Returns a collection with a key, ID, and link for each journal entry template. This operation is mostly for use in testing; use query to find objects that meet certain criteria and to specify properties that are returned.
OK
Bad Request
{- "ia::result": [
- {
- "key": "1",
- "id": "vat-je-tmpl-ui1",
- "href": "/objects/cash-management/journal-entry-template/1"
}, - {
- "key": "3",
- "id": "test-add-je-tmpl-ui-tax",
- "href": "/objects/cash-management/journal-entry-template/3"
}, - {
- "key": "4",
- "id": "1",
- "href": "/objects/cash-management/journal-entry-template/4"
}
], - "ia::meta": {
- "totalCount": 3,
- "start": 1,
- "pageSize": 100,
- "next": null,
- "previous": null
}
}
Creates a new journal entry template.
id required | string ID for the journal entry transaction template. Example: "JE-tmpl-1" | ||||||||||||||||||||
name required | string Name of the journal entry transaction template. Example: "JournalEntry-tmpl-1" | ||||||||||||||||||||
required | object GL journal to which entries will post. | ||||||||||||||||||||
| |||||||||||||||||||||
required | Array of objects | ||||||||||||||||||||
Array
| |||||||||||||||||||||
description | string Description of the journal entry transaction template. Example: "GL template for banks" | ||||||||||||||||||||
postingState | string Set the state in which to create the transaction, Example: "draft" | ||||||||||||||||||||
status | string Default: "active" Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced. Example: "active" | ||||||||||||||||||||
taxImplication | string or null Default: null Tax implications to the transaction in tax enabled companies. Example: "none" | ||||||||||||||||||||
object Tax solution. Different tax solutions are available for different countries, for example, Australia GST, South Africa VAT, UK Vat. | |||||||||||||||||||||
| |||||||||||||||||||||
object In tax enabled companies tax schedule used to capture tax details in the purchasng transaction. | |||||||||||||||||||||
| |||||||||||||||||||||
object In tax enabled companies tax schedule used to capture tax details in the sales transaction. | |||||||||||||||||||||
| |||||||||||||||||||||
object Tax customer. | |||||||||||||||||||||
| |||||||||||||||||||||
object Tax vendor. | |||||||||||||||||||||
|
Created
Bad Request
{- "id": "GL-CreateRule-5",
- "name": "GL-CreateRule-5",
- "description": "GL-CreateRule-5",
- "postingState": "draft",
- "status": "active",
- "glJournal": {
- "id": "APJ"
}, - "lines": [
- {
- "dimensions": {
- "location": {
- "id": "1"
}
}, - "glAccount": {
- "key": "316"
}, - "documentId": null,
- "memo": "GL-CreateRule-5"
}
]
}
{- "ia::result": {
- "key": "78",
- "id": "GL-CreateRule-5",
- "href": "/objects/cash-management/journal-entry-template/78"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Returns detailed information for a specified journal entry template.
key required | string System-assigned key for the journal entry template. Example: 134 |
OK
Bad Request
{- "ia::result": {
- "key": "3",
- "name": "test-add-je-tmpl-ui-tax",
- "description": null,
- "glJournal": {
- "id": "CCJ",
- "key": "9",
- "href": "/objects/general-ledger/journal/9"
}, - "postingState": "draft",
- "status": "active",
- "id": "test-add-je-tmpl-ui-tax",
- "audit": {
- "createdDateTime": "2022-11-29T21:27:09Z",
- "modifiedDateTime": "2022-11-29T21:27:09Z",
- "createdBy": "1",
- "modifiedBy": "1"
}, - "taxImplication": "inbound",
- "taxSolution": {
- "key": "2",
- "id": "United Kingdom - VAT",
- "href": "/objects/tax/tax-solution/2"
}, - "salesTaxSchedule": {
- "name": null,
- "key": null,
- "id": null
}, - "purchasingTaxSchedule": {
- "name": "EC Purchase Goods Exempt Rate",
- "key": "76",
- "id": "76",
- "href": "/objects/tax/purchasing-tax-schedule/76"
}, - "vendor": {
- "key": "48",
- "id": "202",
- "name": "Pac Bell",
- "href": "/objects/accounts-payable/vendor/48"
}, - "customer": {
- "key": null,
- "id": null,
- "name": null
}, - "lines": [
- {
- "key": "3",
- "id": "3",
- "journalEntryTemplate": {
- "id": "3",
- "key": "3",
- "href": "/objects/cash-management/journal-entry-template/3"
}, - "dimensions": {
- "location": {
- "key": null,
- "id": null,
- "name": null
}, - "department": {
- "id": null
}, - "project": {
- "key": null,
- "id": null,
- "name": null
}, - "customer": {
- "key": null,
- "id": null,
- "name": null
}, - "vendor": {
- "key": null,
- "id": null,
- "name": null
}, - "employee": {
- "key": null,
- "id": null,
- "name": null
}, - "item": {
- "key": null,
- "id": null,
- "name": null
}, - "class": {
- "key": null,
- "id": null,
- "name": null
}, - "warehouse": {
- "key": null,
- "id": null,
- "name": null
}
}, - "glAccount": {
- "key": "334",
- "id": "7500",
- "name": "Penalties",
- "href": "/objects/general-ledger/account/334"
}, - "documentId": null,
- "txnType": null,
- "memo": null,
- "allocation": {
- "key": null,
- "id": null
}, - "numberOfUnits": null,
- "exchangeRate": {
- "date": null,
- "typeId": null,
- "rate": null
}, - "isBillable": false,
- "href": "/objects/cash-management/journal-entry-line-template/3"
}
], - "href": "/objects/cash-management/journal-entry-template/3"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Updates an existing journal entry template by setting field values. Any fields not provided remain unchanged.
key required | string System-assigned key for the journal entry template. Example: 134 |
name | string Name of the journal entry transaction template. Example: "JournalEntry-tmpl-1" | ||||||||||||||||||||
description | string Description of the journal entry transaction template. Example: "GL template for banks" | ||||||||||||||||||||
postingState | string Set the state in which to create the transaction, Example: "draft" | ||||||||||||||||||||
object GL journal to which entries will post. | |||||||||||||||||||||
| |||||||||||||||||||||
Array of objects | |||||||||||||||||||||
Array
| |||||||||||||||||||||
status | string Default: "active" Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced. Example: "active" | ||||||||||||||||||||
taxImplication | string or null Default: null Tax implications to the transaction in tax enabled companies. Example: "none" | ||||||||||||||||||||
object Tax solution. Different tax solutions are available for different countries, for example, Australia GST, South Africa VAT, UK Vat. | |||||||||||||||||||||
| |||||||||||||||||||||
object In tax enabled companies tax schedule used to capture tax details in the purchasng transaction. | |||||||||||||||||||||
| |||||||||||||||||||||
object In tax enabled companies tax schedule used to capture tax details in the sales transaction. | |||||||||||||||||||||
| |||||||||||||||||||||
object Tax customer. | |||||||||||||||||||||
| |||||||||||||||||||||
object Tax vendor. | |||||||||||||||||||||
|
OK
Bad Request
{- "postingState": "posted"
}
{- "ia::result": {
- "key": "6",
- "id": "3",
- "href": "/objects/cash-management/journal-entry-template/6"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Deletes a journal entry template.
key required | string System-assigned key for the journal entry template. Example: 134 |
No Content
Bad Request
{- "ia::result": {
- "ia::error": {
- "code": "invalidRequest",
- "message": "A POST request requires a payload",
- "errorId": "REST-1028",
- "additionalInfo": {
- "messageId": "IA.REQUEST_REQUIRES_A_PAYLOAD",
- "placeholders": {
- "OPERATION": "POST"
}, - "propertySet": { }
}, - "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
}
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 0,
- "totalError": 1
}
}
Use the query service to find journal entry templates that meet certain criteria and to specify the properties that are returned.
OK
Bad Request
{- "ia::result": {
- "ia::error": {
- "code": "invalidRequest",
- "message": "A POST request requires a payload",
- "errorId": "REST-1028",
- "additionalInfo": {
- "messageId": "IA.REQUEST_REQUIRES_A_PAYLOAD",
- "placeholders": {
- "OPERATION": "POST"
}, - "propertySet": { }
}, - "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
}
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 0,
- "totalError": 1
}
}