AccountingCode

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Use the AccountingCode object to create and manage accounting codes for the Zuora Chart of Accounts.

How Accounting Codes are Used in Zuora

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.

Supported Calls

You can use this object with the following calls:

Permissions

Permissions and use of certain fields depend on whether your tenant has access to Z-Finance:

For tenants with access to Z-Finance, you have access to all fields. Two user permissions are required and available by default to all Z-Finance roles: Create Accounting Code and Manage Accounting Code.
For other tenants, you have access to the Chart of Accounts, but not to the GLAccountName and GLAccountNumber fields. User permissions to create or manage accounting codes are available only to tenants with 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.

Field Descriptions

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: Assets Liabilities Equity Revenue Expenses 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 Query Update	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 Query Update	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 Character limit: 32 Version notes: -- Values: automatically generated
Name	Required	Create Query Update	The name of the accounting code. Type: string Character limit: 100 Version: WSDL 50.0+ Z-Finance Required: No
Notes	Optional	Create Query Update	Any note about the accounting code. Type: String Character limit: 2000 Version: WSDL 50.0+ Z-Finance Required: No
Status	Optional	Query Update	The accounting code status. On create, the accounting code is created in Active status by default. Possible values: Active Inactive Type: enum Character limit: N/A Version: WSDL 50.0+ Z-Finance Required: No
Type	Required	Create Query Update	The accounting code type. Possible values: AccountsReceivable Cash OtherAssets CustomerCashOnAccount DeferredRevenue SalesTaxPayable OtherLiabilities SalesRevenue SalesDiscounts OtherRevenue OtherEquity BadDebt OtherExpenses 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

Examples

Create an Accounting Code using a SOAP Wrapper

<?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>

Update an Accounting Code with a SOAP Wrapper

<?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>

Query an Accounting Code with a SOAP Wrapper

<?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>