Use the AccountingCode object to create and manage accounting codes for the Zuora Chart of Accounts.
See Assign Accounting Codes for more information on how to manage accounting codes using the Zuora user interface. See Set up Chart of Accounts for additional information.
You can use this object with the following calls:
Permissions and use of certain fields depend on whether your tenant has access to Z-Finance:
To delete an accounting code, you must have the Delete Unused Accounting Code permission.
Fields requiring Z-Finance are noted in the following field descriptions table.
All field names are case sensitive. Check enumerated values in descriptions to confirm capitalization and spacing. See Field Types for additional information.
| Name | Required to Create? | Allowed Operations | Description |
|---|---|---|---|
| Category | Optional | Query | The category associated with the accounting code. Possible values:
Type: enum Character limit: N/A Version: WSDL 50.0+ Z-Finance Required: No |
| CreatedById | Optional | Query | The identifier of the user who created the accounting code. Type: string ID Character limit: N/A Version: WSDL 50.0+ Z-Finance Required: No |
| CreatedDate | Optional | Query | The date when the accounting code was created. Type: dateTime Character limit: N/A Version: WSDL 50.0+ Z-Finance Required: No |
| GLAccountName | Optional | Create | The account name in general ledger (GL) that corresponds to accounting code. Type: String Character limit: 255 Version: WSDL 50.0+ Z-Finance Required: Yes |
| GLAccountNumber | Optional | Create | The account number in the GL that corresponds to the accounting code. Type: String Character limit: 50 Version: WSDL 50.0+ Z-Finance Required: Yes |
| Id | Optional | Query Filter | ID of object. Type: zns:IDzns:ID |
| Name | Required | Create | The name of the accounting code. Type: string Character limit: 100 Version: WSDL 50.0+ Z-Finance Required: No |
| Notes | Optional | Create Query | Any note about the accounting code. Type: String Character limit: 2000 Version: WSDL 50.0+ Z-Finance Required: No |
| Status | Optional
| Query | The accounting code status. On create, the accounting code is created in Active status by default. Possible values:
Type: enum Character limit: N/A Version: WSDL 50.0+ Z-Finance Required: No |
| Type | Required
| Create | The accounting code type. Possible values:
Type: enum Character limit: N/A Version: WSDL 50.0+ Z-Finance Required: No |
| UpdatedById | Optional | Query | The identifier of the user who created the accounting code. Type: string ID Character limit: N/A Version: WSDL 50.0+ Z-Finance Required: No |
| UpdatedDate | Optional | Query | The date when the accounting code was updated. Type: dateTime Character limit: N/A Version: WSDL 50.0+ Z-Finance Required: No |
<?xml version="1.0" encoding="http://schemas.xmlsoap.org/soap/envelope/" standalone="no"?>
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:api="http://api.zuora.com/" xmlns:obj="http://object.api.zuora.com/">
<soapenv:Header>
<api:SessionHeader>
<api:session>[replace with your session]</api:session>
</api:SessionHeader>
<api:CallOptions>
<api:useSingleTransaction>false</api:useSingleTransaction>
</api:CallOptions>
</soapenv:Header>
<soapenv:Body>
<api:create>
<api:zObjects xsi:type="ns381:AccountingCode" xmlns:ns381="http://object.api.zuora.com/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<ns381:Name>012456789012345</ns381:Name>
<ns381:Type>OtherLiabilities</ns381:Type>
<ns381:GLAccountNumber>123</ns381:GLAccountNumber>
<ns381:GLAccountName>123GLName</ns381:GLAccountName>
<ns381:Notes>AnyNote</ns381:Notes>
</api:zObjects>
</api:create>
</soapenv:Body>
</soapenv:Envelope>
<?xml version="1.0" encoding="http://schemas.xmlsoap.org/soap/envelope/" standalone="no"?>
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:api="http://api.zuora.com/" xmlns:obj="http://object.api.zuora.com/">
<soapenv:Header>
<api:SessionHeader>
<api:session>[replace with your session]</api:session>
</api:SessionHeader>
</soapenv:Header>
<soapenv:Body>
<api:update>
<api:zObjects xsi:type="ns381:AccountingCode" xmlns:ns381="http://object.api.zuora.com/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<obj:Id>2c9081fb407eec5201407f4d187c0003</obj:Id>
<ns381:Name>YourAccountingCodeName</ns381:Name>
</api:zObjects>
</api:update>
</soapenv:Body>
</soapenv:Envelope>
<?xml version='1.0' encoding='UTF-8'?>
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:api="http://api.zuora.com/">
<soapenv:Header>
<api:SessionHeader>
<api:session>[replace with your session]</api:session>
</api:SessionHeader>
</soapenv:Header>
<soapenv:Body>
<api:query>
<api:queryString>select Id, UpdatedDate, Name from AccountingCode where status = 'Active'</api:queryString>
</api:query>
</soapenv:Body>
</soapenv:Envelope>