SETUP_FINANCIAL_SETTINGS_MANAGE SETUP Endpoint
  /ondemand/setup/?method=SETUP_FINANCIAL_SETTINGS_MANAGE  
  Manage financial settings.

For initial set up based on most common settings then just use &setdefault=1. You can combine this with your own settings that will override the defaults. You can at anytime update any of the parameters. You can only use &setdefault=1 once - it will create an error if use it on a space that has already been set up.

As standard it creates a default chart of accounts (financial accounts) - you can then incrementally alter them, or you can add &rootonly=1 when doing &setdefault=1 and it will only then create the 5 header accounts (Income, Expenses, Assets, Liability & Equity).

Most common set up includes:
  • Financial Accounts
  • General Settings
  • Tax Reporting, including Tax Office business contact
  • Payroll, including Super Fund business contact
  • Bank Account
 
  PARAMETERS TYPE NOTES
  RootOnly 1  
  SetDefault 1  
       
  AccountingEntry    
  AccountingMethod    
  Accrual    
  AllowManualCreditNoteAssignment    
  BillingAddress1    
  BillingAddress2    
  BillingContact    
  BillingPostcode    
  BillingState    
  BillingSuburb    
  ClassicIncludesTax    
  ClassicInvoiceNameFormat    
  ClassicInvoiceReadReceipt    
  ClassicPayslip    
  ClassicQuickSearchIncludePerson    
  ClassicShowAllAccounts    
  ClassicShowDeliverTo    
  ClassicTimeBilling    
  ClassicTimeBillingByPerson    
  CollectBankDetailsAll    
  CollectBankDetailsBusiness    
  DefaultExpenseStatus    
  DefaultInvoiceSentValue    
  DefaultProject    
  EndOfFinancialYear    
  ExpensePayeeMandatory    
  FinancialAccountCash    
  FinancialAccountCreditor    
  FinancialAccountCurrentEarnings    
  FinancialAccountDebtor    
  FinancialAccountFinancialServicesCommission    
  FinancialAccountProductIncome    
  FinancialAccountProductInventory    
  FinancialAccountProductPurchases    
  FinancialAccountRetainedEarnings    
  FinancialAccountWriteOff    
  LockIfInCompletedTaxReport    
  LockIfReconciled    
  LockInvoiceOnSend    
  OverdueAlert    
  OverdueAlertDays    
  PayrollCreateExpenses    
  PayrollExpensePaymentMethod    
  PayrollFinancialAccountallowance    
  PayrollFinancialAccountSalary    
  PayrollFinancialAccountSuperannuation    
  PayrollFinancialAccountTax    
  PayrollOnBreakHours    
  PayrollOnCostHourlyRate    
  PayrollPayPeriod    
  PayrollProject    
  PayrollSetSalaryExpensesToPaid    
  PayrollSuperannuationContactBusiness    
  PayrollSuperannuationMonthlyThreshold    
  SegmentByArea    
  SegmentTaxByArea    
  TaxReportCalculationMethod    
  TaxReportCalculationMethodAmount    
  TaxReportCalculationMethodEmployee    
  TaxReportCalculationMethodInstalmentAmount    
  TaxReportCalculationMethodInstalmentRate    
  TaxReportCheckerContactPerson    
  TaxReportContactBusiness    
  TaxReportDeferred    
  TaxReportFinancialAccountCredits    
  TaxReportFinancialAccountEmployee    
  TaxReportFinancialAccountInstalment    
  TaxReportFinancialAccountPayable    
  TaxReportFrequency    
  TaxReportFrequencyEmployee    
  TaxReportFrequencyInstalments    
  TaxReportSchedulingAgentDays    
  TaxReportSchedulingReportDays    
  TaxReportSchedulingTaxOfficeDays    
  TimeBillingRate    
  RETURN  
  financialaccountroot  
  bankaccount