Financial Accounts

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

Description

Core interface for financial account designs, providing account name, number, company, tax, and pricing fields.

Properties

This interface has the following properties.

Property	Value
Name	Financial Accounts
Code	designInterfaces_financialAccounts
Type	Interface
Context	Module
AI agent enabled	true
Icon	icon-budgets-money
Colour	#4aa36b
Title	{{attributes_financialAccountsName}}
Subtitle	-

Implements

This interface implements the following interfaces.

Name	Code
Items With Reports	designInterfaces_itemsWithReports

Attributes

This interface has the following attributes. It may also inherit attributes from any of the interfaces it implements.

Name

The name of the financial account.

Property	Value
Name	Name
Code	attributes_financialAccountsName
Type	String
Required	true
Unique	false
Read-only	false
AI agent enabled	true
Options	{ "max": 128 }

Account No

The unique account number for this financial account.

Property	Value
Name	Account No
Code	attributes_financialAccountsAccountNo
Type	String
Required	true
Unique	false
Read-only	false
AI agent enabled	true

Company Name

The registered company name associated with this account.

Property	Value
Name	Company Name
Code	attributes_financialAccountsCompanyName
Type	String
Required	false
Unique	false
Read-only	false
AI agent enabled	true
Options	{ "max": 160 }

Tax Number

The VAT or tax registration number for this account.

Property	Value
Name	Tax Number
Code	attributes_financialAccountsTaxNumber
Type	String
Required	false
Unique	false
Read-only	false
AI agent enabled	true

Tax Applicable

Indicates whether VAT or tax is applicable to transactions on this account.

Property	Value
Name	Tax Applicable
Code	attributes_financialAccountsTaxApplicable
Type	Boolean
Required	true
Unique	false
Read-only	false
AI agent enabled	true
Options	{ "defaultValue": true }

Addresses

Links to one or more address records associated with this financial account.

Property	Value
Name	Addresses
Code	attributes_financialAccountsAddresses
Type	Link
Required	false
Unique	false
Read-only	false
AI agent enabled	true
Links to	Financial Account Addresses
Options	{ "code": "designs_financialAccountAddresses", "graph": "Lookup" }

Internal

Indicates whether this is an internal (authority-side) account rather than an external customer account.

Property	Value
Name	Internal
Code	attributes_financialAccountsInternal
Type	Boolean
Required	true
Unique	false
Read-only	false
AI agent enabled	true
Options	{ "defaultValue": false }

Pricing

Links to the pricing configuration applied to work billed to this account.

Property	Value
Name	Pricing
Code	attributes_financialAccountsPricing
Type	Link
Required	false
Unique	false
Read-only	false
AI agent enabled	true
Links to	Account Pricing
Options	{ "code": "designs_teamPricing", "graph": "Lookup", "weakReference": false }

Standard paths

This interface doesn't have any standard paths of its own. However, it may inherit standard paths from any of the interfaces it implements.

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