Reference types
Accounting reference types link between data types in the Codat accounting data model.
For commerce reference types, see Reference types in the Commerce section.
accountRef
Links to the Accounts data type.
Financial Reports
Profit & Loss and Balance Sheet reports do not have an
accountRefobject but do have anaccountIdfield on each line which can be used to link to theaccountsdata type.
Found on:
- Bill line items
- Invoice line items
- Journal entries
- Payments
"accountRef": {
"id": "string", // 'id' from the Accounts data type
"name": "string" // 'name' from the Accounts data type
}
bankAccountRef
Links to the Account transactions data type.
"bankAccountRef": {
"id": "35", // bank account ID for the account transaction
"name": "Checking" // bank account name for the account transaction
},
contactRef
Links to the Customers and Suppliers data types.
Found on:
"contactRef": {
"id": "ddcf351f-c931-46fb-b6d9-e53cbf238847",
"dataType": "customers"
},
customerRef
Links to the Customers data type.
Found on:
"customerRef": {
"id": "string", // 'id' from the 'customers' data type
"companyName": "string" // 'customerName' from the 'customer' data type
}
itemRef
Links to the Items data type.
Found on:
"itemRef": {
"id": "string", // 'id' from the 'items' data type
"name": "string" // 'name' from the 'items' data type
}
journalRef
Links journal entries to the relevant journal in accounting integrations that use multi-book accounting (multiple journals).
"journalRef": {
"id": "string", // GUID of the underlying journal
"name": "string" // Journal name, 256 characters max
}
paymentMethodRef
Links to the Payment Method data type.
Found on bill payments and payments.
"paymentMethodRef": {
"id": "string", // 'id' from the 'paymentMethods' data type
"name": "string" // 'name' from the 'paymentMethods' data type
}
recordRef
Links to the underlying record or data type.
Found on:
"recordRef": {
"id": "string", // 'id' of the underlying record or data type
"dataType": "string" // Name of the 'dataType'
}
supplierRef
Links to the Suppliers data type.
Found on:
"supplierRef": {
"id": "string", // 'id' from the 'suppliers' data type
"supplierName": "string" // 'supplierName' from the 'suppliers' data type
}
taxRateRef
Links to the Tax Rates data type.
Found on:
- Bill line items
- Bill Credit Note line items
- Credit Note line items
- Direct incomes line items
- Invoice line items
- Items
"taxRateRef": {
"id": "string", // 'id' from the 'taxRates' data type
"name": "string", // 'name' from the 'taxRates' data type
"effectiveTaxRate": "decimal" // applicable tax rate
}
trackingCategoryRef
Links to the Tracking Categories data type.
Found on:
"trackingCategoryRef": {
"id": "string", // 'id' from the 'trackingCategories' data type
"name": "string" // 'name' from the 'trackingCategories' data type
}
Updated about 2 months ago