FinancialAccounts
Create FinancialAccount
Create a new FinancialAccount record.
POST
Create FinancialAccount
A financial account is a location-specific bookkeeping category used to track revenue, incoming payments, or security deposits when it is assigned to items and services sold by the location. Issued invoice lines retain a snapshot of the account’s code and name, so later changes to or deletion of the account do not alter them.
Authentication
This endpoint requires OAuth2 authentication. Include a valid bearer token in the
Authorization header.
The authenticated user must be a full unrestricted administrator or have the FinancialAccount-Create role.Enums
eFinancialAccountType — AccountType values
eFinancialAccountType — AccountType values
Request Body
Required Fields
integer
required
ID of the location that owns this financial account..
string
required
Required display name for this financial account, up to 150 characters..
string
required
Required accounting reference code, up to 50 characters and unique within the location; it can match an external accounting system’s account code..
integer
required
Category that controls the account’s use: Sales (1) for revenue, Payments (2) for incoming payments, or Deposits (3) for security deposits; defaults to Sales.. Defaults to
eFinancialAccountType.Sales.Optional Fields
string
Optional free-text explanation of this account’s purpose, up to 254 characters..
Code Examples
Response
200
integer
HTTP status code.
200 on success.string
A human-readable message confirming the creation.
object
Contains the
Id of the newly created record.boolean
true if the financialaccount was created successfully.array
null on success.Example Response
400
string
A summary of the validation error(s), in the format
PropertyName: error message.any
null on validation failure.object[]
Array of validation errors.
boolean
false when the request fails validation.Example Response