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latestOpenAPI 3.0.32026-07-26362271803.3 KB
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Partial Update Chart Entity

patch/coa/api/entity/{id}

Path parameters

idinteger required

Request body

idinteger
customerinteger
parentinteger nullable
parent_namestring
elimination_entityinteger nullable
primary_entityinteger nullable

When set, this entity is an adjusting entity linked to the specified primary entity.

primary_entity_namestring
is_adjustingboolean
is_elimination_entityboolean
is_deletedboolean
deleted_atstring date-time nullable
last_modified_atstring date-time
namestring nullable
descriptionstring nullable
currencystring
address_1string nullable
address_2string nullable
citystring nullable
statestring nullable
zip_codestring nullable
countrystring nullable
disable_service_dateboolean

When enabled, the Service Date field will be hidden on invoices for this entity

logo_urlstring uri nullable
activeboolean
fiscal_year_monthinteger
fiscal_year_dayinteger
created_atstring date-time nullable
enable_mid_month_conventionboolean nullable

Override customer-level mid-month convention setting for this entity. Leave blank to inherit from customer.

mid_month_thresholdinteger nullable

Override customer-level threshold. Leave blank to inherit from customer.

use_whole_month_accounting_for_prepaidsboolean nullable

Override customer-level whole-month accounting setting for this entity. Leave blank to inherit from customer.

allow_payments_in_closed_periodsboolean

When enabled, allows applying existing transactions as payments to invoices/bills even when the transaction date falls in a closed subledger period.

auto_apply_catchup_for_closed_periodsboolean

When enabled, contracts signed after their revenue start month automatically catch up the elapsed revenue into the sign month, floored at the first open period under the close so it never posts to a closed period. Defaults off — flip in entity settings to opt in.

lineage_arraystring[] nullable

Pre-computed lineage array from root to this entity

tax_identification_numberstring nullable

Tax ID such as Korean BRN, GST number, or EU VAT number

representative_namestring nullable

Legal representative name

business_typestring nullable

Business type classification

business_categorystring nullable

Business category classification

invoice_namestring nullable
invoice_emailstring nullable
invoice_messagestring nullable
invoice_email_subjectstring nullable
invoice_email_bodystring nullable
invoice_prefixstring nullable
invoice_addressstring nullable
invoice_cc_emailsstring nullable
invoice_display_settingsobject nullable
invoice_email_attachmentsobject nullable
withholding_schemeinteger nullable

Withholding tax regime this entity operates under (e.g. Israel NB, India TDS). A bill resolves its scheme via bill.entity.withholding_scheme.

withholding_scheme_namestring
withholding_certificateinteger nullable

This entity's own authority-issued certificate (AR side): determines the expected rate customers withhold when paying our invoices under a certificate-based scheme.

withholding_certificate_numberstring
ita_deduction_file_numberstring nullable

Israel tax compliance: ITA withholding deduction file number for Form 856.

Response

idinteger required
customerinteger required
parentinteger nullable
parent_namestring required
elimination_entityinteger nullable
primary_entityinteger nullable

When set, this entity is an adjusting entity linked to the specified primary entity.

primary_entity_namestring required
is_adjustingboolean required
is_elimination_entityboolean
is_deletedboolean required
deleted_atstring date-time nullable required
last_modified_atstring date-time required
namestring nullable
descriptionstring nullable
currencystring
address_1string nullable
address_2string nullable
citystring nullable
statestring nullable
zip_codestring nullable
countrystring nullable
disable_service_dateboolean

When enabled, the Service Date field will be hidden on invoices for this entity

logo_urlstring uri nullable
activeboolean
fiscal_year_monthinteger
fiscal_year_dayinteger
created_atstring date-time nullable required
enable_mid_month_conventionboolean nullable

Override customer-level mid-month convention setting for this entity. Leave blank to inherit from customer.

mid_month_thresholdinteger nullable

Override customer-level threshold. Leave blank to inherit from customer.

use_whole_month_accounting_for_prepaidsboolean nullable

Override customer-level whole-month accounting setting for this entity. Leave blank to inherit from customer.

allow_payments_in_closed_periodsboolean

When enabled, allows applying existing transactions as payments to invoices/bills even when the transaction date falls in a closed subledger period.

auto_apply_catchup_for_closed_periodsboolean

When enabled, contracts signed after their revenue start month automatically catch up the elapsed revenue into the sign month, floored at the first open period under the close so it never posts to a closed period. Defaults off — flip in entity settings to opt in.

lineage_arraystring[] nullable

Pre-computed lineage array from root to this entity

tax_identification_numberstring nullable

Tax ID such as Korean BRN, GST number, or EU VAT number

representative_namestring nullable

Legal representative name

business_typestring nullable

Business type classification

business_categorystring nullable

Business category classification

invoice_namestring nullable required
invoice_emailstring nullable required
invoice_messagestring nullable required
invoice_email_subjectstring nullable required
invoice_email_bodystring nullable required
invoice_prefixstring nullable required
invoice_addressstring nullable required
invoice_cc_emailsstring nullable required
invoice_display_settingsobject nullable required
invoice_email_attachmentsobject nullable required
withholding_schemeinteger nullable

Withholding tax regime this entity operates under (e.g. Israel NB, India TDS). A bill resolves its scheme via bill.entity.withholding_scheme.

withholding_scheme_namestring required
withholding_certificateinteger nullable

This entity's own authority-issued certificate (AR side): determines the expected rate customers withhold when paying our invoices under a certificate-based scheme.

withholding_certificate_numberstring required
ita_deduction_file_numberstring nullable

Israel tax compliance: ITA withholding deduction file number for Form 856.