- 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.
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_id | string | The Platform’s ID of the currency for the bill |
| 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 |
| purchase_order_ids | object | Array of Purchase Order Ids associated with the bill |
| updated_at | date | The date at which the information was updated on the accounting platform |
Expandable Attributes
You can expand the following attributes to get the related data| Property | Data Model | Description |
|---|---|---|
| contact | Contacts | The contact that made the bill |
| currency | Currencies | The currency of the bill |
| bill_payments | Bill Payments | The bill payments associated to the bill |
| documents | Documents | The documents attached to the bill |
| addresses | Addresses | The addresses associated with the bill |
| line_items | Line Items | The line items associated with the bill |
Addresses
| Property | Type | Description |
|---|---|---|
| platform_id | string | Platform's ID for the address |
| type | enum | The type of address. Values are: BILLING, SHIPPING. |
| data_model | string | The data model to which this address is linked. Values are COMPANY_INFO, CONTACTS, INVOICES, BILLS, EXPENSES, BILL_CREDIT_NOTES, INVOICE_CREDIT_NOTES, SALES_ORDERS, PURCHASE_ORDERS |
| data_model_id | string | The unique identifier for the data model associated with this address |
| street | string | The street information of the address |
| locality | string | The locality or neighborhood information of the address |
| city | string | The city information of the address |
| state | string | The state or region information of the address |
| country | string | The country information of the address |
| pincode | string | The postal or zip code of the address |
| updated_at | date | The date and time at which the address information was last updated in the accounting platform |
Line Items
| Property | Type | Description |
|---|---|---|
| platform_id | string | Platform ID associated with this line item |
| item_id | string | The platform ID of the item associated with this line item |
| tax_id | string | The platform ID of the tax associated with this line item |
| account_id | string | The platform ID of the account associated with this line item |
| line_item_type | enum | The data model linked to the line item. Values are: BILLS, INVOICES, INVOICE_CREDIT_NOTES, BILL_CREDIT_NOTES, EXPENSES, PURCHASE_ORDERS,SALES_ORDERS,GOODS_RECEIPT_NOTES |
| line_item_type_id | string | The platform ID of the associated data model |
| description | string | The description for this line item |
| quantity | float | The quantity of the product/service for this line item |
| unit_amount | float | Price per unit for this line item |
| sub_total | float | The pre tax total value for this line item |
| tax_amount | float | The tax amount for this line item |
| total_amount | float | The total value of this line item |
| tracking_category_ids | object | The tracking category Ids associated with this line item |
Line Items Expandable Attributes
You can expand the following attributes to get the related line item data| Property | Data Model | Description |
|---|---|---|
| item | Items | The item associated with this line item |
| tax_rate | Tax Rates | The tax associated with this line item |
| account | Accounts | The account associated to the invoice |