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latestOpenAPI 3.0.32026-07-26362271803.3 KB
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Partially Update Chart Account Settings

Partially update the default chart accounts to be used across the platform. Each input is the id to an existing chart account.

patch/coa/api/chart-account-settings

Request body

idinteger
uncategorized_name_and_numberstring
accounts_payable_name_and_numberstring
accounts_receivable_name_and_numberstring
deferred_revenue_name_and_numberstring
accrued_revenue_name_and_numberstring
unrealized_gain_loss_name_and_numberstring
realized_gain_loss_name_and_numberstring
rounding_account_name_and_numberstring
unapplied_credits_name_and_numberstring
unapplied_debits_name_and_numberstring
unbilled_revenue_name_and_numberstring
default_clearing_name_and_numberstring
discount_account_name_and_numberstring
accrued_discount_account_name_and_numberstring
unbilled_discount_account_name_and_numberstring
refund_account_name_and_numberstring
processing_fees_name_and_numberstring
platform_fees_name_and_numberstring
deferred_processing_fees_name_and_numberstring
tax_account_name_and_numberstring
payout_account_name_and_numberstring
cta_account_name_and_numberstring
oci_translation_account_name_and_numberstring
fixed_asset_disposal_name_and_numberstring
bad_debt_account_name_and_numberstring
dispute_expense_account_name_and_numberstring
dispute_reinstatement_account_name_and_numberstring
recognize_discounts_as_contra_revenueboolean

When enabled, recognized discounts post to the discount account instead of netting into revenue.

enable_mid_month_conventionboolean

When enabled, fixed assets placed in service after the threshold day will begin depreciation the following month (full-month depreciation only)

mid_month_thresholdinteger

Day of month threshold (0-31). Assets placed in service AFTER this day will start depreciation the following month

use_whole_month_accounting_for_prepaidsboolean

When enabled, prepaid amortizations will use whole-month accounting (no proration of first/last months)

split_invoice_payments_by_lineboolean nullable

When enabled, invoice payments will be split by line items

split_eliminations_by_departmentboolean

When enabled, elimination entries are broken out by department in addition to account and entity

customerinteger
uncategorizedinteger nullable
accounts_payableinteger nullable
accounts_receivableinteger nullable
deferred_revenueinteger nullable
accrued_revenueinteger nullable
unrealized_gain_lossinteger nullable
realized_gain_lossinteger nullable
rounding_accountinteger nullable
unapplied_creditsinteger nullable
unapplied_debitsinteger nullable
unbilled_revenueinteger nullable
default_clearinginteger nullable
discount_accountinteger nullable
accrued_discount_accountinteger nullable
unbilled_discount_accountinteger nullable
refund_accountinteger nullable
processing_feesinteger nullable
platform_feesinteger nullable

Account for Stripe platform/subscription fees. Falls back to processing_fees if not set.

deferred_processing_feesinteger nullable
tax_accountinteger nullable
payout_accountinteger nullable
cta_accountinteger nullable
oci_translation_accountinteger nullable
fixed_asset_disposalinteger nullable
bad_debt_accountinteger nullable
dispute_expense_accountinteger nullable

Account for dispute withdrawals (debit) and dispute reinstatement reversals (credit). Falls back to bad_debt_account if not set.

dispute_reinstatement_accountinteger nullable

Account credited when a dispute is reinstated (won). Falls back to dispute_expense_account if not set.

Response

idinteger required
uncategorized_name_and_numberstring required
accounts_payable_name_and_numberstring required
accounts_receivable_name_and_numberstring required
deferred_revenue_name_and_numberstring required
accrued_revenue_name_and_numberstring required
unrealized_gain_loss_name_and_numberstring required
realized_gain_loss_name_and_numberstring required
rounding_account_name_and_numberstring required
unapplied_credits_name_and_numberstring required
unapplied_debits_name_and_numberstring required
unbilled_revenue_name_and_numberstring required
default_clearing_name_and_numberstring required
discount_account_name_and_numberstring required
accrued_discount_account_name_and_numberstring required
unbilled_discount_account_name_and_numberstring required
refund_account_name_and_numberstring required
processing_fees_name_and_numberstring required
platform_fees_name_and_numberstring required
deferred_processing_fees_name_and_numberstring required
tax_account_name_and_numberstring required
payout_account_name_and_numberstring required
cta_account_name_and_numberstring required
oci_translation_account_name_and_numberstring required
fixed_asset_disposal_name_and_numberstring required
bad_debt_account_name_and_numberstring required
dispute_expense_account_name_and_numberstring required
dispute_reinstatement_account_name_and_numberstring required
recognize_discounts_as_contra_revenueboolean

When enabled, recognized discounts post to the discount account instead of netting into revenue.

enable_mid_month_conventionboolean

When enabled, fixed assets placed in service after the threshold day will begin depreciation the following month (full-month depreciation only)

mid_month_thresholdinteger

Day of month threshold (0-31). Assets placed in service AFTER this day will start depreciation the following month

use_whole_month_accounting_for_prepaidsboolean

When enabled, prepaid amortizations will use whole-month accounting (no proration of first/last months)

split_invoice_payments_by_lineboolean nullable

When enabled, invoice payments will be split by line items

split_eliminations_by_departmentboolean

When enabled, elimination entries are broken out by department in addition to account and entity

customerinteger required
uncategorizedinteger nullable
accounts_payableinteger nullable
accounts_receivableinteger nullable
deferred_revenueinteger nullable
accrued_revenueinteger nullable
unrealized_gain_lossinteger nullable
realized_gain_lossinteger nullable
rounding_accountinteger nullable
unapplied_creditsinteger nullable
unapplied_debitsinteger nullable
unbilled_revenueinteger nullable
default_clearinginteger nullable
discount_accountinteger nullable
accrued_discount_accountinteger nullable
unbilled_discount_accountinteger nullable
refund_accountinteger nullable
processing_feesinteger nullable
platform_feesinteger nullable

Account for Stripe platform/subscription fees. Falls back to processing_fees if not set.

deferred_processing_feesinteger nullable
tax_accountinteger nullable
payout_accountinteger nullable
cta_accountinteger nullable
oci_translation_accountinteger nullable
fixed_asset_disposalinteger nullable
bad_debt_accountinteger nullable
dispute_expense_accountinteger nullable

Account for dispute withdrawals (debit) and dispute reinstatement reversals (credit). Falls back to bad_debt_account if not set.

dispute_reinstatement_accountinteger nullable

Account credited when a dispute is reinstated (won). Falls back to dispute_expense_account if not set.