Help Page Home - Accounts
POST Account
Insert an account.
Request Information
URI Parameters
| Name | Description | Type | Additional information |
|---|---|---|---|
| WsAccessKey | The Web Service access key for this user and file which allows access to the API for the associated file (found in File - Settings). Using OAuth authentication mechanism is the preferred method to allow API access. | string |
Optional. Legacy authentication method and only required if not using OAuth. OAuth is preferred. |
| FileId | Specifies the file id of the file to perform the operation upon. | integer |
Required |
Body Parameters
Account details.
AccountDetail| Name | Description | Type | Additional information |
|---|---|---|---|
| Id | The unique Id for the account. | integer |
None. |
| Name | The account name. | string |
None. |
| AccountLevel | The level of account - either "Header" or "Detail". Default is Detail. | string |
None. |
| AccountType | The type of account. E.g. "Income". | string |
None. |
| IsActive | Whether the account is active or not. | boolean |
None. |
| IsBuiltIn | Whether the account is a default one that comes with the subscription or not. | boolean |
None. |
| LastUpdatedId | Unique identifier to ensure concurrency issue avoidance when performing updates. | string |
None. |
| DefaultTaxCode | The default tax code used for the account. | string |
None. |
| LedgerCode | A unique code to identify the account in general ledger. | string |
None. |
| Currency | The currency used for the account. | string |
None. |
| HeaderAccountId | The Header account for this detail account. | integer |
None. |
| ExchangeAccountId | The base currency account for foreign exchange. | integer |
None. |
| IsBankAccount | Whether the account is a bank account or not. | boolean |
None. |
| CreatedDateUtc | The date and time the account was created. | date |
None. |
| LastModifiedDateUtc | The date and time and the account was last modified. | date |
None. |
| IncludeInForecaster | Whether to include the account in Forecaster report and data forecasting. | boolean |
None. |
| BSB | BSB of the bank. | string |
None. |
| Number | The bank account number. | string |
None. |
| BankAccountName | The name of the bank account. | string |
None. |
| BankFileCreationEnabled | Enables/Disables the ability to upload an ABA file to the account. | boolean |
None. |
| BankCode | The Bank code. | string |
None. |
| UserNumber | The Bank client user Id. | string |
None. |
| MerchantFeeAccountId | The merchant fee account Id. | integer |
None. |
| IncludePendingTransactions | (Deprecated) Indicates whether to include pending transactions. | boolean |
None. |
| _links | Hypermedia links. Contains contextual links to possible next actions related to this resource. Only present in responses. This data is not to be sent to the server. | Collection of Link |
None. |
Request Formats
application/json, text/json
Sample:
{
"Id": 1,
"Name": "Test Income Account",
"AccountLevel": "Detail",
"AccountType": "Income",
"IsActive": true,
"IsBuiltIn": false,
"LastUpdatedId": "AAAAAAA",
"DefaultTaxCode": "G1",
"LedgerCode": "AA",
"Currency": "AUD",
"HeaderAccountId": 3,
"ExchangeAccountId": 3,
"IsBankAccount": false,
"CreatedDateUtc": "2025-04-28T18:00:13.3840741Z",
"LastModifiedDateUtc": "2025-10-22T18:00:13.3840741Z",
"IncludeInForecaster": false,
"BSB": null,
"Number": null,
"BankAccountName": null,
"BankFileCreationEnabled": null,
"BankCode": null,
"UserNumber": null,
"MerchantFeeAccountId": null,
"IncludePendingTransactions": null,
"_links": []
}
application/xml, text/xml
Sample:
<AccountDetail xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <_links /> <Id>1</Id> <Name>Test Income Account</Name> <AccountLevel>Detail</AccountLevel> <AccountType>Income</AccountType> <IsActive>true</IsActive> <IsBuiltIn>false</IsBuiltIn> <LastUpdatedId>AAAAAAA</LastUpdatedId> <DefaultTaxCode>G1</DefaultTaxCode> <LedgerCode>AA</LedgerCode> <Currency>AUD</Currency> <HeaderAccountId>3</HeaderAccountId> <ExchangeAccountId>3</ExchangeAccountId> <IsBankAccount>false</IsBankAccount> <CreatedDateUtc>2025-04-28T18:00:13.3840741Z</CreatedDateUtc> <LastModifiedDateUtc>2025-10-22T18:00:13.3840741Z</LastModifiedDateUtc> <IncludeInForecaster>false</IncludeInForecaster> <BSB xsi:nil="true" /> <Number xsi:nil="true" /> <BankAccountName xsi:nil="true" /> <BankFileCreationEnabled xsi:nil="true" /> <BankCode xsi:nil="true" /> <UserNumber xsi:nil="true" /> <MerchantFeeAccountId xsi:nil="true" /> <IncludePendingTransactions xsi:nil="true" /> </AccountDetail>
Response Information
Resource Description
InsertAccountResult| Name | Description | Type | Additional information |
|---|---|---|---|
| InsertedEntityId | The Id/key of the newly created/inserted account. | integer |
None. |
| LastUpdatedId | The unique identifier generated as part of the update. This value is required when submitting subsequent update to prevent concurrency errors. | string |
None. |
| UtcLastModified | The date and time this resource was modified in UTC. | date |
None. |
| _links | Hypermedia links. Contains contextual links to possible next actions related to this resource. Only present in responses. This data is not to be sent to the server. | Collection of Link |
None. |
Response Formats
application/json, text/json
Sample:
{
"InsertedEntityId": 321,
"LastUpdatedId": "AAAAAKhg=",
"UtcLastModified": "2025-10-18T18:00:13.4137849Z",
"_links": [
{
"rel": "self",
"href": "https://api.saasu.com/Account/321?FileId=123",
"method": "POST",
"title": null
},
{
"rel": "list",
"href": "https://api.saasu.com/Accounts?FileId=123",
"method": "GET",
"title": null
},
{
"rel": "update",
"href": "https://api.saasu.com/Account/321?FileId=123",
"method": "PUT",
"title": null
},
{
"rel": "delete",
"href": "https://api.saasu.com/Account/321?FileId=123",
"method": "DELETE",
"title": null
}
]
}
application/xml, text/xml
Sample:
<InsertAccountResult xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<_links>
<Link>
<rel>self</rel>
<href>https://api.saasu.com/Account/321?FileId=123</href>
<method>POST</method>
</Link>
<Link>
<rel>list</rel>
<href>https://api.saasu.com/Accounts?FileId=123</href>
<method>GET</method>
</Link>
<Link>
<rel>update</rel>
<href>https://api.saasu.com/Account/321?FileId=123</href>
<method>PUT</method>
</Link>
<Link>
<rel>delete</rel>
<href>https://api.saasu.com/Account/321?FileId=123</href>
<method>DELETE</method>
</Link>
</_links>
<LastUpdatedId>AAAAAKhg=</LastUpdatedId>
<UtcLastModified>2025-10-18T18:00:13.4137849Z</UtcLastModified>
<InsertedEntityId>321</InsertedEntityId>
</InsertAccountResult>