PUT Account/id

Update 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

id Account id. 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": "2024-05-01T18:00:06.1403837Z",
  "LastModifiedDateUtc": "2024-10-26T18:00:06.1403837Z",
  "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>2024-05-01T18:00:06.1403837Z</CreatedDateUtc>
  <LastModifiedDateUtc>2024-10-26T18:00:06.1403837Z</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

UpdateAccountResult
Name Description Type Additional information
UpdatedAccountId The id of the updated 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:
{
  "UpdatedAccountId": 0,
  "LastUpdatedId": "AAAAAKhg=",
  "UtcLastModified": "2024-10-22T18:00:06.1658055Z",
  "_links": [
    {
      "rel": "self",
      "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
    },
    {
      "rel": "list",
      "href": "https://api.saasu.com/Accounts?FileId=123",
      "method": "GET",
      "title": null
    }
  ]
}

application/xml, text/xml

Sample:
<UpdateAccountResult 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>PUT</method>
    </Link>
    <Link>
      <rel>delete</rel>
      <href>https://api.saasu.com/Account/321?FileId=123</href>
      <method>DELETE</method>
    </Link>
    <Link>
      <rel>list</rel>
      <href>https://api.saasu.com/Accounts?FileId=123</href>
      <method>GET</method>
    </Link>
  </_links>
  <LastUpdatedId>AAAAAKhg=</LastUpdatedId>
  <UtcLastModified>2024-10-22T18:00:06.1658055Z</UtcLastModified>
  <UpdatedAccountId>0</UpdatedAccountId>
</UpdateAccountResult>