Account allocation targets

The account allocation target specifies where the amounts from the source pool are distributed when calculating the account allocation.

List account allocation targets

get/objects/general-ledger/account-allocation-target

Returns a collection with a key, ID, and link for each account allocation target.

SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "16",
      • "id": "16",
      • "href": "/objects/general-ledger/account-allocation-target/16"
      },
    • {
      • "key": "20",
      • "id": "20",
      • "href": "/objects/general-ledger/account-allocation-target/20"
      },
    • {
      • "key": "21",
      • "id": "21",
      • "href": "/objects/general-ledger/account-allocation-target/21"
      }
    ],
  • "ia::meta": {
    • "totalCount": 3,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}

Get an account allocation target

get/objects/general-ledger/account-allocation-target/{key}

Returns detailed information for a specified account allocation target.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned key for the account allocation target.

Example: 178
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "id": "21",
    • "key": "21",
    • "glAccountAllocation": {
      • "id": "29",
      • "key": "29",
      • "href": "/objects/general-ledger/account-allocation/29"
      },
    • "journal": {
      • "key": "39",
      • "title": "Accommodation Expenses",
      • "id": "Others",
      • "href": "/objects/general-ledger/journal/39"
      },
    • "exchangeRate": {
      • "typeId": "1"
      },
    • "glAccount": {
      • "id": "1105",
      • "key": "378",
      • "name": "Target",
      • "href": "/objects/general-ledger/account/378"
      },
    • "isBillable": false,
    • "audit": {
      • "createdDateTime": "2024-06-25T12:16:47Z",
      • "modifiedDateTime": "2024-06-25T12:58:12Z",
      • "createdBy": "1",
      • "modifiedBy": "1"
      },
    • "dimensions": {
      • "location": {
        },
      • "department": {
        },
      • "project": {
        },
      • "customer": {
        },
      • "vendor": {
        },
      • "employee": {
        },
      • "item": {
        },
      • "class": {
        },
      • "contract": {
        },
      • "warehouse": {
        }
      },
    • "href": "/objects/general-ledger/account-allocation-target/21"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Update an account allocation target

patch/objects/general-ledger/account-allocation-target/{key}

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

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned key for the account allocation target.

Example: 178
Request Body schema: application/json
object

Account group to base your allocation split on.

key
string

Unique key for the account group.

Example: "1"
id
string

Unique identifier for the account group.

Example: "1"
isBillable
boolean
Default: false

Flag lines in the allocation target as billable.

Example: false
object

General ledger account.

key
string or null

Unique key for the account.

Example: "378"
id
string or null

Unique identifier for the account.

Example: "1105"
object

Journal where the allocation will be recorded when generated.

key
string

Unique key for the journal.

Example: "39"
id
string

Unique identifier for the journal.

Example: "Others"
object

Exchange rate details used to calculate the base amount.

typeId
string or null

The type of exchange rate used to calculate the base amount from the transaction amount.

Example: "1"
object

Dimension overrides for the account allocation target.

object

Dimension override for class, applies only if the dimension treatment for class is set to not considered.

key
string or null

Unique key for the class.

Example: "6"
id
string or null

Unique identifier for the class.

Example: "Professional Services"
object

Dimension override for customer, applies only if the dimension treatment for customer is set to not considered.

key
string or null

Unique key for the customer.

Example: "1"
id
string or null

Unique identifier for the customer.

Example: "ACME"
object

Dimension override for employee, applies only if the dimension treatment for employee is set to not considered.

key
string or null

Unique key for the employee.

Example: "27"
id
string or null

Unique identifier for the employee.

Example: "12"
object

Dimension override for department, applies only if the dimension treatment for department is set to not considered.

key
string or null

Unique key for the department.

Example: "12"
id
string or null

Unique identifier for the department.

Example: "12"
object

Dimension override for location, applies only if the dimension treatment for location is set to not considered.

key
string or null

Unique key for the location.

Example: "72"
id
string or null

Unique identifier for the location.

Example: "AZ"
object

Dimension override for project, applies only if the dimension treatment for project is set to not considered.

key
string or null

Unique key for the project.

Example: "8"
id
string or null

Unique identifier for the project.

Example: "8"
object

Dimension override for vendor, applies only if the dimension treatment for vendor is set to not considered.

key
string or null

Unique key for the vendor.

Example: "48"
id
string or null

Unique identifier for the vendor.

Example: "202"
object

Dimension override for warehouse, applies only if the dimension treatment for warehouse is set to not considered.

key
string or null

Unique key for the warehouse.

Example: "2"
id
string or null

Unique identifier for the warehouse.

Example: "WH02"
object

Dimension override for item, applies only if the dimension treatment for item is set to not considered.

key
string or null

Unique key for the item.

Example: "13"
id
string or null

Unique identifier for the item.

Example: "Case 13"
href
string

URL endpoint for the item.

Example: "/objects/inventory-control/item/13"
object

Dimension override for contract, applies only if the dimension treatment for contract is set to not considered.

key
string or null

Unique key for the contract.

Example: "12"
id
string or null

Unique identifier for the contract.

Example: "CON-0045-1"
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "isBillable": true
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "21",
    • "id": "21",
    • "href": "/objects/general-ledger/account-allocation-target/21"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}