Create an accounting account

How to create an accounting account on the Pismo platform

You can create an accounting account on the Pismo platform, so you can add it to your accounting script. In the accounting script, you set an accounting account as a debit and another accounting account as a credit. When you run the accounting script, the Pismo platform creates an accounting entry using the accounting account’s information.

Create an accounting account

To create an accounting account:

  1. Go to Create accounting account.
  2. Enter the description of this account in the description field.
  3. Enter the account number in the account field.
  4. Enter your program ID in the program_id field.
  5. Run the endpoint.

The response shows when you created the accounting account in the created_at field.

Example

This response shows a created accounting account.

{
  "id": 1,
  "description": "SAMPLE ACCOUNT",
  "account": "123123132-x",
  "program_id": 12,
  "created_at": "2021-10-10T10:10:00.000Z"
  }

Search for an accounting account

There are two ways you can search for an accounting account on the Pismo platform. You can either search for an account by its ID or search for all accounts. To search by ID, copy the id number from a created accounting account and paste it into the accountingAccountId field.

Example

This response shows when you search a list of accounting accounts:

{
    "has_next": false,
    "items": [
        {
            "id": 1,
            "description": "ACCOUNTING ACCOUNT CREATION TEST",
            "account": "123123132-x",
            "program_id": 1,
            "created_at": "2021-07-22T00:37:20Z"
        },
        {
            "id": 2,
            "description": "ACCOUNTING ACCOUNT CREATION TEST",
            "account": "123123132-x",
            "program_id": 1,
            "created_at": "2021-07-22T00:37:20Z"
        }
    ]
}

📘

The has_next parameter means there are more pages to view.

You can still search for deactivated accounting accounts. This response shows a deactivated accounting account. The deactivated_at field only returns when the account is deactivated.

{
    "has_next": false,
    "items": [
        {
            "id": 1,
            "description": "ACCOUNTING ACCOUNT CREATION TEST",
            "account": "123123132-x",
            "program_id": 1,
            "created_at": "2021-07-22T00:37:20Z",
            "deactivated_at": "2021-07-23T00:37:20Z"
        }
    ]
}

Update an accounting account description

If you find an accounting account description that’s incorrect, you can update it. To update a description of an accounting account:

  1. Use the account ID from either credit_accounting or debit_accounting fields in the response of the accounting script.
  2. Paste this number into the accountingAccountId field of the Update an accounting account description by ID endpoint.
  3. Write the new description for the accounting account in the description body parameter.
  4. Run the endpoint.

Example

This response shows the accounting account description before an update.

{
"id": 2,
"description": "THIS IS THE OLD DESCRIPTION",
"account": "123123132-x",
"program_id": 1,
"created_at": "2021-07-22T00:37:20Z"
}

This response shows the accounting account description after an update.

{
"id": 2,
"description": "THIS IS THE NEW DESCRIPTION",
"account": "123123132-x",
"program_id": 1,
"created_at": "2021-07-22T00:37:20Z"
}

Deactivate an accounting account

To deactivate an accounting account, paste the ID into the accountingAccountId field of the Deactivated an accounting account by ID endpoint. To paste this ID, copy the number from the id field in an accounting account. The response shows when you deactivated the accounting account in the deactivated_at field.

Example

This response shows a deactivated accounting account.

{
    "id": 10,
    "description": "ACCOUNTINGACCOUNT",
    "account": "123123132-T1",
    "program_id": 1,
    "created_at": "2022-06-27T18:01:42Z",
    "deactivated_at": "2022-06-28T14:30:58.350214-03:00"
}

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