Xero Accounting Endpoint: Accounts: Difference between revisions

From OdataLink
Jump to navigation Jump to search
← Older edit
No edit summary
No edit summary
 
(14 intermediate revisions by the same user not shown)
Line 1: Line 1:
== Overview ==
== Overview ==


The Xero '''Accounts''' [[Endpoints|endpoint]] allows you to access the chart of accounts located within Xero.
The Xero '''Accounts''' [[Xero Accounting Endpoints|endpoint]] allows you to access the chart of accounts located within Xero.
 
Note that an alternate endpoint named [[Xero Accounting Endpoint: AccountsTable|AccountsTable]] is available which provides a format that can more easily integrate with Tableau, SSIS and Azure Data Factory.


== Fields ==
== Fields ==


The following fields are available for the Accounts endpoint.
The following fields are available for the Accounts endpoint.
;DataFile
:A [[Field Type: Record|record field]] that identifies the [[Field: DataFiles|source data file]] for this record.


;AccountID
;AccountID
Line 25: Line 30:


;Type
;Type
:A [[Field Type: Text|text field]] that indicates the more detailed type of an account.
:A [[Field Type: Text|text field]] that indicates the more [[Xero Accounting Field: AccountTypes|detailed type]] of an account.
:Possible values are:
: See [[Xero Accounting Field: AccountTypes|AccountTypes]] for more information.
:* '''BANK''': Used to represent bank account.
:* '''CURRENT''': Used to represent current asset account.
:* '''CURRLIAB''': Used to represent current liability account.
:* '''DEPRECIATN''': Used to represent depreciation account.
:* '''DIRECTCOSTS''': Used to represent direct costs account.
:* '''EQUITY''': Used to represent equity account.
:* '''EXPENSE''': Used to represent expense account.
:* '''FIXED''': Used to represent fixed asset account.
:* '''INVENTORY''': Used to represent inventory asset account.
:* '''LIABILITY''': Used to represent liability account.
:* '''NONCURRENT''': Used to represent non-current asset account.
:* '''OTHERINCOME''': Used to represent other income account.
:* '''OVERHEADS''': Used to represent overhead account.
:* '''PREPAYMENT''': Used to represent prepayment account.
:* '''REVENUE''': Used to represent revenue account.
:* '''SALES''': Used to represent sale account.
:* '''TERMLIAB''': Used to represent non-current liability account.
:* '''PAYGLIABILITY''': Used to represent PAYG liability account.
:* '''SUPERANNUATIONEXPENSE''': Used to represent superannuation expense account.
:* '''SUPERANNUATIONLIABILITY''': Used to represent superannuation liability account.
:* '''WAGESEXPENSE''': Used to represent wages expense account.


;TaxType
;TaxType
Line 132: Line 116:


:[[Xero Accounting Endpoint: AccountsClass|AccountsClass]]  
:[[Xero Accounting Endpoint: AccountsClass|AccountsClass]]  
:[[Xero Accounting Endpoint: AccountsTotals|AccountsTotals]]
:[[Xero Accounting Endpoint: AccountsTypes|AccountsTypes]]
:[[Xero Accounting Endpoint: BalanceSheet|BalanceSheet]]
:[[Xero Accounting Endpoint: BalanceSheet|BalanceSheet]]
:[[Xero Accounting Endpoint: BalanceSheetByMonth|BalanceSheetByMonth]]
:[[Xero Accounting Endpoint: BalanceSheetByMonth|BalanceSheetByMonth]]
:[[Xero Accounting Endpoint: BalanceSheetTable|BalanceSheetTable]]
:[[Xero Accounting Endpoint: BatchPayments|BatchPayments]]
:[[Xero Accounting Endpoint: BatchPayments|BatchPayments]]
:[[Xero Accounting Endpoint: BankSummary|BankSummary]]
:[[Xero Accounting Endpoint: BankSummary|BankSummary]]
Line 142: Line 129:
:[[Xero Accounting Endpoint: BudgetSummaryByMonth|BudgetSummaryByMonth]]
:[[Xero Accounting Endpoint: BudgetSummaryByMonth|BudgetSummaryByMonth]]
:[[Xero Accounting Endpoint: ContactsExpanded|ContactsExpanded]]
:[[Xero Accounting Endpoint: ContactsExpanded|ContactsExpanded]]
:[[Xero Accounting Endpoint: CreditNotesExpanded|CreditNotesExpanded]]
:[[Xero Accounting Endpoint: Currencies|Currencies]]
:[[Xero Accounting Endpoint: Currencies|Currencies]]
:[[Xero Accounting Endpoint: InvoicesExpanded|InvoicesExpanded]]
:[[Xero Accounting Endpoint: JournalsAccrual|JournalsAccrual]]
:[[Xero Accounting Endpoint: JournalsAccrual|JournalsAccrual]]
:[[Xero Accounting Endpoint: JournalsCash|JournalsCash]]
:[[Xero Accounting Endpoint: JournalsCash|JournalsCash]]
:[[Xero Accounting Endpoint: ManualJournalsExpanded|ManualJournalsExpanded]]
:[[Xero Accounting Endpoint: Overpayments|Overpayments]]
:[[Xero Accounting Endpoint: OverpaymentsExpanded|OverpaymentsExpanded]]
:[[Xero Accounting Endpoint: Payments|Payments]]
:[[Xero Accounting Endpoint: Payments|Payments]]
:[[Xero Accounting Endpoint: Prepayments|Prepayments]]
:[[Xero Accounting Endpoint: PrepaymentsExpanded|PrepaymentsExpanded]]
:[[Xero Accounting Endpoint: ProfitAndLoss|ProfitAndLoss]]
:[[Xero Accounting Endpoint: ProfitAndLoss|ProfitAndLoss]]
:[[Xero Accounting Endpoint: ProfitAndLossByMonth|ProfitAndLossByMonth]]
:[[Xero Accounting Endpoint: ProfitAndLossByMonth|ProfitAndLossByMonth]]
:[[Xero Accounting Endpoint: ProfitAndLossByTrackingCategory|ProfitAndLossByTrackingCategory]]
:[[Xero Accounting Endpoint: ProfitAndLossByTrackingOption|ProfitAndLossByTrackingOption]]
:[[Xero Accounting Endpoint: ProfitAndLossMultiPeriodTable|ProfitAndLossMultiPeriodTable]]
:[[Xero Accounting Endpoint: ProfitAndLossTable|ProfitAndLossTable]]
:[[Xero Accounting Endpoint: PurchaseOrders|PurchaseOrders]]
:[[Xero Accounting Endpoint: Quotes|Quotes]]
:[[Xero Accounting Endpoint: RepeatingInvoices|RepeatingInvoices]]
:[[Xero Accounting Endpoint: TrialBalance|TrialBalance]]
:[[Xero Accounting Endpoint: TrialBalance|TrialBalance]]
== Related Topics ==
:[[Xero Accounting Models]]
:[[Xero Accounting Endpoints]]

Latest revision as of 00:52, 23 June 2023

Overview

The Xero Accounts endpoint allows you to access the chart of accounts located within Xero.

Note that an alternate endpoint named AccountsTable is available which provides a format that can more easily integrate with Tableau, SSIS and Azure Data Factory.

Fields

The following fields are available for the Accounts endpoint.

DataFile
A record field that identifies the source data file for this record.
AccountID
A GUID field representing the internal id of an account.
This field can be used to link to other endpoints.
Code
A text field that provides the unique account code or account number.
This field can be used to link to other endpoints.
Name
A text field that provides the account name.
Status
A text field that indicates the status of the account.
Possible values are:
  • ACTIVE: Indicate the account can be used on transaction.
  • ARCHIVE: Indicates the account cannot be used on transaction any longer but may have had historical transactions.
Type
A text field that indicates the more detailed type of an account.
See AccountTypes for more information.
TaxType
A text field that indicates the tax type for the account. See TaxTypes for more information.
Description
A text field that provides the description for the account.
Class
A text field that provides the high level classification of an account.
This field can be linked to the AccountsClass endpoint.
Possible values are:
  • REVENUE
  • EXPENSE
  • ASSET
  • LIABILITY
  • EQUITY
SystemAccount
A text field that provides the specific system type of an account used within Xero.
Possible values are:
  • BANKCURRENCYGAIN: Used to identify the bank revaluations account.
  • CISASSETS: Used to identify the CIS assets account. (UK Only)
  • CISLABOUREXPENSE: Used to identify the CIS labour expense account. (UK Only)
  • CISLABOURINCOME: Used to identify the CIS labour income account. (UK Only)
  • CISLIABILITY: Used to identify the CIS liability account. (UK Only)
  • CISMATERIALS: Used to identify the CIS materials account. (UK Only)
  • CREDITORS: Used to identify the accounts payable account.
  • DEBTORS: Used to identify the accounts receivable account.
  • GST: Used to identify the GST / VAT account.
  • GSTONIMPORTS: Used to identify the GST on imports account.
  • HISTORICAL: Used to identify the historical adjustment account.
  • REALISEDCURRENCYGAIN: Used to identify the realised currency gains account.
  • RETAINEDEARNINGS: Used to identify the retained earnings account.
  • ROUNDING: Used to identify the rounding account.
  • TRACKINGTRANSFERS: Used to identify the tracking transfers account.
  • UNPAIDEXPCLM: Used to identify the unpaid expense claims account.
  • UNREALISEDCURRENCYGAIN: Used to identify the unrealised currency gains account.
  • WAGEPAYABLES: Used to identify the wages payable account.
EnablePaymentsToAccount
A true/false value that indicates if payments can be recorded agains this account.
ShowInExpenseClaims
A true/false value that indicates if this account can be used in expense claims.
BankAccountNumber
A text field that provides the bank account number at your financial institution.
BankAccountType
A text field that provides the bank account name given at your financial institution.
CurrencyCode
A text field that provides the 3 digit ISO currency code.
This field can be linked to the Currencies endpoint.
ReportingCode
A text field that provides the reporting code.
ReportingCodeName
A text field that provides the reporting code name.
HasAttachments
A true/false value that indicates if this account has attachments uploaded against it.
AddToWatchlist
A true/false value that indicates if this account is shown in the xero dashboard watchlist widget.
UpdatedDateUTC
A date time field that indicates the last time this record was updated.


Xero API

For a detailed run through of the endpoint, you can see the Xero API.


Related Fields

TaxTypes


Related Endpoints

AccountsClass
AccountsTotals
AccountsTypes
BalanceSheet
BalanceSheetByMonth
BalanceSheetTable
BatchPayments
BankSummary
BankTransactions
BankTransactionsExpanded
BudgetsAmounts
BudgetSummary
BudgetSummaryByMonth
ContactsExpanded
CreditNotesExpanded
Currencies
InvoicesExpanded
JournalsAccrual
JournalsCash
ManualJournalsExpanded
Overpayments
OverpaymentsExpanded
Payments
Prepayments
PrepaymentsExpanded
ProfitAndLoss
ProfitAndLossByMonth
ProfitAndLossByTrackingCategory
ProfitAndLossByTrackingOption
ProfitAndLossMultiPeriodTable
ProfitAndLossTable
PurchaseOrders
Quotes
RepeatingInvoices
TrialBalance


Related Topics

Xero Accounting Models
Xero Accounting Endpoints
Retrieved from "https://help.odatalink.com/index.php?title=Xero_Accounting_Endpoint:_Accounts&oldid=3036"