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Reclassify Accounts Receivable Invoice

Reclassify an invoice

POST/workflows/accounts-receivable/invoice/reclassify

Use it in a workflow

  1. Add a step and choose the Sage Intacct connector.
  2. Pick the Reclassify Accounts Receivable Invoice action (under Sage Intacct).
  3. Fill in the fields below, then reference the result from later steps as {{reclassifyAccountsReceivableInvoice.response.data}}.

Request

Request body

Enter the body as JSON in the step's Body field.

keystringrequired

System-assigned key for the invoice.

idstring

Unique ID for the invoice.

invoiceNumberstring

Unique invoice number specified when creating an invoice or auto-generated when document sequencing is configured.

referenceNumberstring

Customer purchase order number or another reference number.

descriptionstring

Description of the invoice, which prints on the Customer Ledger report.

termobject

Term details for the invoice.

keystring

System-assigned key for the term.

idstring

Name of the term.

hrefstring

URL for the term.

dueDatestring (date)

Date the invoice is due.

attachmentobject

Supporting document attached to the invoice.

keystring

System-assigned key for the supporting document.

idstring

ID for the supporting document.

hrefstring

URL endpoint for the attachment.

hrefstring

URL endpoint for the invoice.

linesarray<object>

Line items of the invoice.

keystring

System-assigned key for the AR invoice line item.

idstring

Identifier for the AR invoice line item.

glAccountobject4 fields

General Ledger (GL) account associated with the line item.

overrideOffsetGLAccountobject4 fields

An alternative AR account to override the default GL AR account for the invoice line item.

baseAmountstring (decimal-precision-2)

For multi-currency companies, Sage Intacct calculates the base amount by applying the exchange rate from the header to the transaction amount.

txnAmountstring (decimal-precision-2)

Amount for the AR invoice line item in the transaction currency.

memostring

Memo or notes about the AR invoice line item.

currencyobject3 fields

Currency details for multi-currency companies.

paymentInformationobject4 fields

Payment information for the line item.

allocationobject3 fields

Transaction allocation template for the line item, which distributes the invoice amount across specified dimensions.

lineNumbernumber

Line number

isSubtotalstring

Indicates if the line item is a subtotal, tax item, or neither.

One ofnullsubtotaltaxDefault null

baseLocationobject
createdDatestring (date)

Entry date for the line item.

accountLabelobject4 fields

Meaningful name of AR account.

isSummarizedboolean

Indicates whether the entry is summarized. (Construction subscription)

Default false

retainageobject8 fields

Retainage information for the line item. Retainage is a portion of the agreed upon contract price withheld until the work is substantially complete. (Construction subscription)

projectContractobject

Reference to the project contract. (Construction subscription)

projectContractLineobject

Reference to a specific project contract line. (Construction subscription)

taxEntriesarray<object>

Tax entries for the AR invoice.

dimensionsobject
invoiceobject3 fields

Header level details for the AR invoice's line items.

auditobject6 fields
json
{
  "key": "11",
  "id": "11",
  "invoiceNumber": "INV-001",
  "referenceNumber": "PO6917",
  "description": "Regular invoice",
  "term": {
    "key": "16",
    "id": "30 Days",
    "href": "/objects/accounts-receivable/term/16"
  },
  "dueDate": "2025-12-31",
  "attachment": {
    "key": "11",
    "id": "11",
    "href": "/objects/company-config/attachment/11"
  },
  "href": "/objects/accounts-receivable/invoice/11",
  "lines": [
    {
      "key": "103",
      "id": "103",
      "glAccount": {
        "key": "163",
        "id": "4010",
        "name": "Sales Revenue Licensing",
        "href": "/objects/general-ledger/account/163"
      },
      "overrideOffsetGLAccount": {
        "key": "263",
        "id": "1103",
        "name": "Accounts Receivable - Microcomputer",
        "href": "/objects/general-ledger/account/263"
      },
      "baseAmount": "24115.65",
      "txnAmount": "16740.00",
      "memo": "Replaces discontinued part",
      "currency": {
        "baseCurrency": "USD",
        "txnCurrency": "EUR",
        "exchangeRate": {
          "date": "2021-01-23",
          "rate": 1.0789,
          "typeId": "-1"
        }
      },
      "paymentInformation": {
        "totalBaseAmountPaid": "100.00",
        "totalTxnAmountPaid": "100.00",
        "totalBaseAmountSelectedForPayment": "100.00",
        "totalTxnAmountSelectedForPayment": "100.00"
      },
      "allocation": {
        "key": "22",
        "id": "Premium Allocation",
        "href": "/objects/general-ledger/txn-allocation-template/21"
      },
      "lineNumber": 1,
      "isSubtotal": "subtotal"
    }
  ]
}

Response

Returns 200 with an object. Read it in later steps with {{reclassifyAccountsReceivableInvoice.response.data.<field>}}.

ia::resultobject
keystring

System-assigned key for the invoice.

idstring

Unique ID for the invoice.

hrefstring

URL endpoint for the invoice.

statestring

State of the invoice after reclassification.

ia::metaobject

Metadata for the response.

totalCountinteger

Total count.

totalSuccessinteger

Total success.

totalErrorinteger

Total errors.

json
{
  "ia::result": {
    "key": "132",
    "id": "132",
    "href": "/objects/accounts-receivable/invoice/11",
    "state": "posted"
  },
  "ia::meta": {
    "totalCount": 3,
    "totalSuccess": 2,
    "totalError": 1
  }
}

Need more? See the Sage Intacct guide for connection setup and behaviour shared by every action.