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": "2024-05-20T19:21:08.6238136Z",
  "LastModifiedDateUtc": "2024-11-14T19:21:08.6238136Z",
  "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>2024-05-20T19:21:08.6238136Z</CreatedDateUtc>
  <LastModifiedDateUtc>2024-11-14T19:21:08.6238136Z</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": "2024-11-10T19:21:08.6899241Z",
  "_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>2024-11-10T19:21:08.6899241Z</UtcLastModified>
  <InsertedEntityId>321</InsertedEntityId>
</InsertAccountResult>