Chart of accounts
An account of the chart of accounts that classifies the amounts posted to the ledger.
- API name:
accountingledgeraccounts - Domain: Accounting
- Modules: Finances
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Name | label | Text I18n | ||
| Account number | code | Text | Yes | Account number in the chart of accounts. Digits only. Leading zeros are allowed. |
| Account group | accountingledgeraccountgroupId | Reference | Yes | |
| Account type | type | Constant | Yes | Fixed option from the allowed set for this field. |
| Normal balance | nature | Constant | Yes | Whether the normal balance is debit or credit. |
| Transaction currency | currency | Constant | Only documents in this currency can post to this account. Leave it empty to allow any currency. The balance stays in the accounting currency. | |
| Monetary balance | monetaryBalance | Constant | Yes | Fixed option from the allowed set for this field. |
| Closing remeasurement | closingRemeasurement | Constant | Yes | Fixed option from the allowed set for this field. |
| Posting purpose | role | Constant | Tells the system which account to use when it creates journal entries. | |
| Default | isDefault | Boolean | Yes | When enabled, this row is the default choice among peers. |
| Balance (currency) | balanceCurrency | Signed amount | Yes | Signed monetary amount; negative values are allowed. |
| Tax | taxId | Reference | ||
| Total debits | debit | Currency | Yes | Running total in the accounting currency. |
| Total credits | credit | Currency | Yes | Running total in the accounting currency. |
| Balance | balance | Currency | Yes | Balance in the accounting currency. |
| Debit (currency) | debitCurrency | Currency | Yes | Amount in the document or line currency. |
| Credit (currency) | creditCurrency | Currency | Yes | Amount in the document or line currency. |
| Tags | tagIds | Tags | ||
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Published by | publishedBy | User | ||
| Published at | publishedAt | Date and Time | ||
| Disabled by | disabledBy | User | ||
| Disabled at | disabledAt | Date and Time | ||
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.
| Field | Points to | Kind |
|---|---|---|
Account group accountingledgeraccountgroupId | Ledger account groups | reference |
Tax taxId | Company taxes | reference |
Tags tagIds | Tags | reference |
Actions
What you can do with a record. Every action also sends the webhook event accountingledgeraccounts.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add a new ledger account. | App · WebMCP · API · MCP · CLI |
| Edit | update | Save changes to this ledger account. | App · WebMCP · API · MCP · CLI |
| Disable | disable | Turn this ledger account off for new use. Existing references stay. Enable it again to use it. | App · WebMCP · API · MCP · CLI |
| Enable | undisable | Turn this ledger account back on for new use. | App · WebMCP · API · MCP · CLI |
| Publish | publish | Make this ledger account available for use. | App · WebMCP · API · MCP · CLI |
| Block | block | Stop edits and deletion of this ledger account. It stays visible and can still appear on existing documents. Unblock to edit again. | App · WebMCP · API · MCP · CLI |
| Unblock | unblock | Allow edits and deletion of this ledger account again. | App · WebMCP · API · MCP · CLI |
| Archive | archive | Retire this ledger account from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it. | App · WebMCP · API · MCP · CLI |
| Restore | unarchive | Return this ledger account to active lists and actions. | App · WebMCP · API · MCP · CLI |
| Delete | delete | Delete this ledger account and the data that belongs with it. This cannot be undone. | App · WebMCP · API · MCP · CLI |
States
How a record moves from state to state. Archive and block can happen in any state.