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GeneralLedgerTransaction

Fields

Field Type Required Description Example
id Optional[str] A unique identifier for an object. 12345
source_type Nullable[models.GeneralLedgerTransactionSourceType] ✔️ The originating transaction type that produced this posting in the general ledger. Discriminates whether the entry came from an invoice, a bill, a payment, a manual journal, etc. This is the key field that distinguishes general-ledger-transactions from journal-entries (which only covers manually-captured entries). May be null when the upstream connector did not return an origin discriminator (e.g. Xero's single-record endpoint strips SourceType for every record; certain historical records also omit it). To recover a populated value, query the list endpoint. invoice
source_id OptionalNullable[str] Identifier of the originating document in the vendor system. For example, when source_type is 'invoice', this is the id of the invoice that produced this posting. Use this id together with source_type to fetch the source document via its dedicated unified resource. 12345
posted_at date The date on which the transaction was posted to the general ledger. This is the accounting date — it is what determines the period the transaction belongs to and can be earlier than the creation date for backdated postings. 2020-09-30T07:43:32.000Z
reference OptionalNullable[str] Optional reference identifier for the transaction. INV-2024-001
number OptionalNullable[str] Sequential number auto-assigned by the vendor system to the transaction (e.g. Xero JournalNumber). Unique per company. JNL-001
currency OptionalNullable[models.Currency] Indicates the associated currency for an amount of money. Values correspond to ISO 4217. USD
currency_rate OptionalNullable[float] Currency Exchange Rate at the time entity was recorded/generated. 0.69
memo OptionalNullable[str] Free-text description at the header level. Typically populated when the transaction originates from a manual journal — for system-generated postings (invoice, payment, etc.) the source document carries the descriptive text. Year-end adjustment for inventory revaluation
line_items List[models.GeneralLedgerTransactionLineItem] ✔️ Lines of the transaction. Each line affects one ledger account with either a debit or a credit. The signed sum of net_amount across all lines must equal zero (double-entry invariant).
custom_fields List[models.CustomField] N/A
updated_by OptionalNullable[str] The user who last updated the object. 12345
created_by OptionalNullable[str] The user who created the object. 12345
updated_at date The date and time when the object was last updated. 2020-09-30T07:43:32.000Z
created_at date The date and time when the object was created. 2020-09-30T07:43:32.000Z
custom_mappings Dict[str, Any] When custom mappings are configured on the resource, the result is included here.
pass_through List[models.PassThroughBody] The pass_through property allows passing service-specific, custom data or structured modifications in request body when creating or updating resources.