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AccountRepository Requests Summary

Request

Description

activateAccount

Activates an account.

allocateMoney

Deposits funds to an account.

deactivateAccount

Deactivates an account.

deleteAccount

Deletes an account record.

insertAccount

Creates an account record.

readAccount

Reads and returns an account record. Specified account properties are returned with the record.

readAccountsByCriteria

Searches for account records that meet a given search criteria. Specified account properties are returned with the resulting records.

readChildAccounts

Reads child account records of a given parent account.

readRecentlyViewedAccounts

Reads and returns recently viewed account records.

transferMoney

Transfers funds between accounts.

updateAccount

Updates an existing account with the specified properties.

withdrawMoney

Withdraws funds from an account.

AccountRepository Data Objects Summary

Data Object

Description

1 account

2 accountCreate

3 accountUpdate

1 Account record property container returned when you read or search accounts.

2 Account record property container used to set a new account's properties. This object is passed as a request parameter when you create (insert) an account.

3 Account record property container used to update or clear an account's properties. This object is passed as a request parameter when you update an account.

Note: For more information about the data restrictions for properties that belong to the above-mentioned objects, see the Object Model Reference for the TAccount object.

accountType

An enumeration used to set the account type. Options include:

BUDGET

RESERVE

accountOverdraftType

An enumeration used to set the account overdraft type. Options include:

NON_NEGATIVE

ALLOW_NEGATIVE

OVERDRAFT

accountInvolvedType

An enumeration used to set restrictions on the posting criteria for an account. The effect of this enumeration's value depends on other account posting criteria you have set in either the accountCreate or accountUpdate properties.

If posting criteria is applied to tasks or expenses, use this enumeration to restrict account posting by the task/expense's associated contact. If posting criteria is applied to invoice line items, use this enumeration to restrict account posting by the line item's associated timekeeper.

Options include:

ANY_INVOLVED

ONE_INVOLVED

accountProjectType

An enumeration used to set restrictions on the posting criteria for an account. The effect of this enumeration's value depends on other account posting criteria you have set in either the accountCreate or accountUpdate properties.

Use this enumeration to restrict account posting by the task/expense/invoice line item's associated project.

Options include:

ANY_PROJECT

ONE_PROJECT

BY_TYPE

accountVendorType

An enumeration used to set restrictions on the posting criteria for an account. The effect of this enumeration's value depends on other account posting criteria you have set in either the accountCreate or accountUpdate properties.

Use this enumeration to restrict account posting by the invoice line item's associated vendor.

Options include:

ANY_VENDOR

ONE_VENDOR