Account Transactions

This interface is included in the Financial Accounts and Invoicing module.

Description

Base interface for all financial account transaction designs (debits and credits).

Properties

This interface has the following properties.

Property	Value
Name	Account Transactions
Code	designInterfaces_accountTransactions
Type	Interface
Context	Module
AI agent enabled	true
Icon	icon-display-list
Colour	#4aa36b
Title	-
Subtitle	-

Implements

This interface doesn't implement any other interfaces.

Attributes

This interface has the following attributes.

Date

The date of the financial transaction.

Property	Value
Name	Date
Code	attributes_accountTransactionsDate
Type	Date
Required	true
Unique	false
Read-only	false
AI agent enabled	true

Amount

The monetary amount of the transaction.

Property	Value
Name	Amount
Code	attributes_accountTransactionsAmount
Type	Number
Required	true
Unique	false
Read-only	false
AI agent enabled	true
Options	{ "decimalPlaces": 2 }

Account

Links to the financial account against which this transaction is recorded.

Property	Value
Name	Account
Code	attributes_accountTransactionsAccount
Type	Link
Required	true
Unique	false
Read-only	false
AI agent enabled	true
Links to	Financial Accounts
Options	{ "code": "designInterfaces_financialAccounts", "graph": "Account", "max": 1, "weakReference": true }

Standard paths

This interface doesn't have any standard paths of its own.

Permissions

This interface defines the following permissions.

User group	Allowed
Financial Account Viewers	Read
Financial Account Managers	Read, Create, Edit, Delete

Default attribute permissions

This interface applies the following default permissions to all attributes for the following user groups.

Allowed	User group	Code
ReadOnly	Financial Account Viewers	userGroups_financialAccountViewers
ReadWrite	Financial Account Managers	userGroups_financialAccountManagers