Overview
A record of goods or services purchased from a vendor
The Bills Data Model is designed to simplify the handling and retrieval of bill-related information across various accounting platforms.
- Unified bill properties: The model unifies essential bill information such as vendor, account, dates, currency, and amounts, enabling a unified view of bills from different platforms.
- Status tracking: The model supports tracking the status of a bill, including draft, submitted, partially paid, paid, overdue, void, or unknown, for better bill management and reporting.
- Relationship with other data models: The model allows for the inclusion of associated line items, bill payments, and purchase orders, providing a complete picture of each bill.
- Currency conversion: The
currency_rateproperty allows for easy currency conversion between the payment currency and the base currency, ensuring accurate financial reporting and analysis.
Attributes
Accounting platform’s ID for the bill
The currency data associated with the bill.
Array of Purchase Orders Id associated with the bill
Reference number for the bill
Date of creation of the bill
The due date for the bill
The currency data associated with the bank transaction.
Rate between the currency of the payment and the base currency
The status of the bill. Values are: DRAFT, SUBMITTED, PARTIALLY_PAID, PAID, OVERDUE, VOID, UNKNOWN.
Total amount of the Bill
Total pre tax amount of the Bill
Total discount amount levied on the Bill
Total tax amount levied on the bill
Outstanding amount to be paid for the Bill
Line Items associated with the bill
Array of Bill Payments associated with the bill
The date at which the information was updated on the accounting platform
Properties Supported
| Property | Type | Description |
|---|---|---|
| platform_id | string | Platform’s ID for the bill |
| account_id | string | The accounting platform’s unique ID of the account associated with the bill |
| contact_id | string | The accounting platform’s unique ID of the contact associated with this bill |
| document_number | string | Reference number for the bill |
| posted_date | date | Date of creation of the bill |
| due_date | date | The due date for the bill |
| currency | string | The ISO-4217 currency code |
| currency_rate | float | Rate between the currency of the payment and the base currency |
| status | enum | The status of the bill. Values are: DRAFT, SUBMITTED, PARTIALLY_PAID, PAID, OVERDUE, VOID, UNKNOWN |
| total_amount | float | Total amount of the Bill |
| sub_total | float | Total pre tax amount of the Bill |
| total_discount | float | Total discount amount levied on the Bill |
| tax_amount | float | Total tax amount levied on the bill |
| amount_due | float | Outstanding amount to be paid for the Bill |
| line_items | Line Item | Array of Bill Line items associated with the bill |
| payments | Bill Payment | Array of Bill Payments associated with the bill |
| contact | Contact | The contact who receives this bill |
| purchase_order_ids | Purchase Order | Array of Purchase Orders Id associated with the bill |
| documents | Document | Array of Documents associated with the bill |
| updated_at | date | The date at which the information was updated on the accounting platform |