AccountingPeriod

An accounting period [AccountingPeriod] defines a custom accounting date for transactions which can then be used instead of the transaction date for reporting purposes.

Review the Usage Guidelines for the AccountingPeriod object.

For more information about accounting periods, see Accounting Periods.

XML

SOAP

REST

Database table

Object

AccountingPeriod

oaAccountingPeriod

accounting_period

Supported Commands

Add, Read, Modify, Delete

add(), read(), modify(), upsert(), delete()

The AccountingPeriod object has the following standard properties:

XML / SOAP

Database

Description

active

active

A "1/0" field indicating whether this period is open or closed.

created

created

[Read-only] The date the accounting period record was created.

See Date Fields

current_period

current_period

A "1/0" field indicating whether this is the current period.

default_period

default_period

A "1/0" field indicating whether this is the default period.

end_date

end_date

[Required] The ending date of the period.

See Date Fields

id

id

[Read-only] Unique ID. Automatically assigned by OpenAir.

name

name

[Required] The name of the accounting period.

notes

notes

Notes.

period_date

period_date

The custom date to use for this period.

See Date Fields

period_date_how

period_date_how

What date should be used when marking transactions to this period:

  • S – Start date

  • E – End date

  • P – Period date

start_date

start_date

[Required] The starting date of the period.

See Date Fields

updated

updated

[Read-only] Time the record was last updated or modified.

See Date Fields

Usage Guidelines

Review the following guidelines:

  • The date range defined by start_date and end_date must be valid. start_date must be before end_date.

  • The date range must not be overlapping with that of another