MYOB Endpoint: Accounts: Difference between revisions
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== Overview == | == Overview == | ||
The MYOB '''Accounts''' endpoint allows you to access the chart of accounts located within MYOB. | The MYOB '''Accounts''' [[MYOB Endpoints|endpoint]] allows you to access the chart of accounts located within MYOB. | ||
Note an alternate endpoint named [[MYOB 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. | |||
;UID | ;UID | ||
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;Number | ;Number | ||
:A [[Field Type: | :A [[Field Type: Integer|integer field]] that represents the last digits of an account number that follows the dash. For example, 4-1234 will have a number of 1234. | ||
;Description | ;Description | ||
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;ParentAccount | ;ParentAccount | ||
:A [[Field Type: Record|record field]] that identifies the | :A [[Field Type: Record|record field]] that identifies the [[MYOB Field: Accounts|parent account]] of this account. | ||
;IsActive | ;IsActive | ||
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;TaxCode | ;TaxCode | ||
:A [[Field Type: Record|record field]] that identifies the default [[MYOB | :A [[Field Type: Record|record field]] that identifies the default [[MYOB Field: TaxCodes|tax code]] for this account. | ||
;Level | ;Level | ||
:A [[Field Type: | :A [[Field Type: Integer|integer field]] that represents the indentation level of the account within the MYOB chart of accounts. Possible values are between 1 and 4. | ||
;OpeningBalance | ;OpeningBalance | ||
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;BankingDetails | ;BankingDetails | ||
:A [[Field Type: Record|record field]] containing [[# | :A [[Field Type: Record|record field]] containing [[#BankingDetails Fields|banking details]] of the account (for Bank Accounts only). It provides access to banking information used when creating ABA files or processing bank feeds. | ||
;IsHeader | ;IsHeader | ||
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;ForeignCurrency | ;ForeignCurrency | ||
:A [[Field Type: Record|record field]] that identifies the [[MYOB | :A [[Field Type: Record|record field]] that identifies the [[MYOB Field: Currencies|currency]] used when posting transactions to this account. | ||
;LastModified | |||
:A [[Field Type: DateTimeOffset|date time field]] that stores the date/time this activity was last modified. | |||
;RowVersion | ;RowVersion | ||
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== BankingDetails Fields == | == BankingDetails Fields == | ||
The | |||
The [[#Fields|BankingDetails]] field includes the following fields. It provides access to banking information used when creating ABA files or processing bank feeds. | |||
;BSBNumber | ;BSBNumber | ||
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;StatementReference | ;StatementReference | ||
:A [[Field Type: Text|text field]] used to store the statement reference included on direct credit ABA files. | :A [[Field Type: Text|text field]] used to store the statement reference included on direct credit ABA files. | ||
== MYOB API == | |||
For a detailed run through of the endpoint, you can see the [https://developer.myob.com/api/accountright/v2/generalledger/account/ MYOB API]. | |||
== Related Fields == | |||
:[[MYOB Field: Accounts|Accounts]] | |||
:[[MYOB Field: Currencies|Currencies]] | |||
:[[MYOB Field: TaxCodes|TaxCodes]] | |||
== Related Topics == | == Related Topics == | ||
:[[MYOB Models]] | |||
:[[MYOB | :[[MYOB Endpoints]] | ||
:[[MYOB | |||
Latest revision as of 18:13, 27 March 2025
Overview
The MYOB Accounts endpoint allows you to access the chart of accounts located within MYOB.
Note 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.
- UID
- A GUID field representing the internal id of an account. This field can be used to link to other endpoints.
- Name
- A text field used as the account name.
- DisplayID
- A text field used as the account number.
- Classification
- A text field that identifies the high-level type of account. Possible values are:
- Asset
- Liability
- Equity
- Income
- CostOfSales
- Expense
- OtherIncome
- OtherExpense
- Type
- A text field that identifies the more detailed type of an account. Possible values are:
- AccountReceivable
- AccountsPayable
- Bank
- CostOfSales
- CreditCard
- Equity
- Expense
- FixedAsset
- Income
- LongTermLiability
- OtherAsset
- OtherCurrentAsset
- OtherCurrentLiability
- OtherExpense
- OtherIncome
- OtherLiability
- Number
- A integer field that represents the last digits of an account number that follows the dash. For example, 4-1234 will have a number of 1234.
- Description
- A text field used as the account description.
- ParentAccount
- A record field that identifies the parent account of this account.
- IsActive
- A true/false value that indicates if the account is active and useable within MYOB.
- TaxCode
- A record field that identifies the default tax code for this account.
- Level
- A integer field that represents the indentation level of the account within the MYOB chart of accounts. Possible values are between 1 and 4.
- OpeningBalance
- A decimal field that represents the original opening balance value for this account when first created.
- CurrentBalance
- A decimal field that represents the closing balance value for this account as at the end-of-time.
- BankingDetails
- A record field containing banking details of the account (for Bank Accounts only). It provides access to banking information used when creating ABA files or processing bank feeds.
- IsHeader
- A true/false value that indicates if the account is a header or detail account.
- LastReconciledDate
- A date field that stores a date of the last time this account and all transactions attached were reconciled.
- ForeignCurrency
- A record field that identifies the currency used when posting transactions to this account.
- LastModified
- A date time field that stores the date/time this activity was last modified.
- RowVersion
- A row version field.
BankingDetails Fields
The BankingDetails field includes the following fields. It provides access to banking information used when creating ABA files or processing bank feeds.
- BSBNumber
- A text field used to store the BSB number.
- BankAccountNumber
- A text field used to store the bank account number.
- BankAccountName
- A text field used to store the bank account name.
- CompanyTradingName
- A text field used to store the company trading name used on direct credit ABA files.
- BankCode
- A text field used to store the bank code included on direct credit ABA files.
- CreateBankFiles
- A true/false value used to indicate if this bank account is used for direct credit ABA files.
- DirectEntryUserId
- A text field used to store the direct entry user id included on direct credit ABA files.
- IncludeSelfBalancingTransaction
- A true/false value used to indicate if the direct credit ABA files will include a self balancing transaction line.
- StatementParticulars
- A text field used to store the statement particulars included on direct credit ABA files.
- StatementCode
- A text field used to store the statement code included on direct credit ABA files.
- StatementReference
- A text field used to store the statement reference included on direct credit ABA files.
MYOB API
For a detailed run through of the endpoint, you can see the MYOB API.
Related Fields