AccountingProfileModel

An Accounting Profile is a child of a Company Profile, and collectively,
they comprise the identity and necessary information for an accounting team
to work with trading partners, financial institutions, auditors, and others.
You can use Accounting Profiles to define an accounting function by what
the function does and how to interface with the function.

Methods

The following API methods use this data model.

Read-Only Fields

These fields are assigned by the API server and cannot be changed.

accountingProfileId

uuid, read-only

The unique ID of this record, automatically assigned by Lockstep when this record is
added to the Lockstep platform.

groupKey

uuid, read-only

The GroupKey uniquely identifies a single Lockstep Platform account. All records for this
account will share the same GroupKey value. GroupKey values cannot be changed once created.

For more information, see Accounts and GroupKeys.

created

date-time, read-only

The date on which this record was created.

createdUserId

uuid, read-only

The ID of the user who created this accounting profile.

modified

date-time, read-only

The date on which this record was last modified.

modifiedUserId

uuid, read-only

The ID of the user who last modified this accounting profile.

Required Fields

companyId

uuid, min 1 characters

The ID of the company profile to which this accounting profile belongs.

name

string, 1-100 characters

The name of the accounting profile.

type

string, 1-50 characters

The type of the accounting profile.
Some examples include 'AR', 'AP', 'AR+AP', 'General Accounting', 'Treasury', 'Payroll', 'Finance'

emailAddress

email, 1-200 characters

The email address associated with the accounting profile.

primaryContactId

uuid, min 1 characters

The ID of the primary contact with which this accounting profile is associated.

Optional Fields

phone

string, nullable, max 20 characters

The phone number associated with the accounting profile.

address1

string, nullable, max 100 characters

The first line of the address.

address2

string, nullable, max 100 characters

The second line of the address.

address3

string, nullable, max 100 characters

The third line of the address.

city

string, nullable, max 100 characters

The city of the address.

region

string, nullable, max 20 characters

The state/region of the address.

postalCode

string, nullable, max 10 characters

The postal/zip code of the address.

country

string, nullable, 2-2 characters

The two character country code of the address.

Included Collections

These fields are available when using Retrieve or Query API calls if you specify the associated Include parameter.

notes

NoteModel[], nullable, read-only

A collection of notes linked to this record. To retrieve this collection, specify Notes in the
include parameter when retrieving data.

To create a note, use the Create Note
endpoint with the TableKey to AccountingProfile and the ObjectKey set to the AccountingProfileId for this record. For
more information on extensibility, see linking extensible metadata to objects.

attachments

AttachmentModel[], nullable, read-only

A collection of attachments linked to this record. To retrieve this collection, specify Attachments in
the include parameter when retrieving data.

To create an attachment, use the Upload Attachment
endpoint with the TableKey to AccountingProfile and the ObjectKey set to the AccountingProfileId for this record. For
more information on extensibility, see linking extensible metadata to objects.

customFieldDefinitions

CustomFieldDefinitionModel[], nullable, read-only

A collection of custom fields linked to this record. To retrieve this collection, specify
CustomFieldDefinitions in the include parameter when retrieving data.

To create a custom field, use the Create Custom Field
endpoint with the TableKey to AccountingProfile and the ObjectKey set to the AccountingProfileId for this record. For
more information on extensibility, see linking extensible metadata to objects.

customFieldValues

CustomFieldValueModel[], nullable, read-only

A collection of custom fields linked to this record. To retrieve this collection, specify
CustomFieldValues in the include parameter when retrieving data.

To create a custom field, use the Create Custom Field
endpoint with the TableKey to AccountingProfile and the ObjectKey set to the AccountingProfileId for this record. For
more information on extensibility, see linking extensible metadata to objects.