Account group purposes

Account group purposes let you filter account groups according to why you might use them, which is particularly useful in financial reporting. You create account group purposes and then assign them to account groups when you create or update the groups.

List account group purposes

get/objects/general-ledger/account-group-purpose

Returns a collection with a key, ID, and link for each purpose. This operation is mostly for use in testing; use the query service to find account group purposes that meet specific criteria and to specify the properties that you want in the response.

SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "1",
      • "id": "Budgeted Expenses",
      • "href": "/objects/general-ledger/account-group-purposes/19"
      },
    • {
      • "key": "2",
      • "id": "Capital Expenses",
      • "href": "/objects/general-ledger/account-group-purposes/21"
      }
    ],
  • "ia::meta": {
    • "totalCount": 2,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}

Create an account group purpose

post/objects/general-ledger/account-group-purpose

Creates a new account group purpose.

SecurityOAuth2
Request
Request Body schema: application/json
required

Account group purpose to create

id
required
string

Name for the account group purpose.

Example: "P&L"
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"
Responses
201

Created

400

Bad Request

Request samples
application/json
{
  • "id": "Budget1",
  • "status": "active"
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "35",
    • "id": "Budget1",
    • "href": "/objects/general-ledger/account-group-purpose/35"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Get an account group purpose

get/objects/general-ledger/account-group-purpose/{key}

Returns detailed information for a specified account group purpose.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned key for the account group purpose.

Example: 3906
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "id": "P&L - New",
    • "status": "active",
    • "key": "32",
    • "audit": {
      • "createdDateTime": "2021-02-22T16:30:48Z",
      • "modifiedDateTime": "2021-02-22T16:30:48Z",
      • "createdBy": "1",
      • "modifiedBy": "1"
      },
    • "href": "/objects/general-ledger/account-group-purpose/32"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Update an account group purpose

patch/objects/general-ledger/account-group-purpose/{key}

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

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned key for the account group purpose.

Example: 3906
Request Body schema: application/json
id
string

Name for the account group purpose.

Example: "P&L"
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"
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "id": "Budgeted Expenses"
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "35",
    • "id": "Budgeted Expenses",
    • "href": "/objects/general-ledger/account-group-purpose/35"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}

Delete an account group purpose

delete/objects/general-ledger/account-group-purpose/{key}

Deletes an account group purpose.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned key for the account group purpose.

Example: 3906
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
    }
}