Sage Intacct

• New customerRuns when a customer is added in Sage Intacct.
• New vendorRuns when a vendor is added in Sage Intacct.
• New invoiceRuns when an accounts receivable invoice is added in Sage Intacct.
• New billRuns when an accounts payable bill is added in Sage Intacct.

• Create customerAdd a customer with its contact details, address, payment terms and credit limit.
• Get customerGet a customer's details, contact, terms and amount due.
• Update customerChange a customer's name, status, contact details, terms or credit limit. Only the fields given change.
• Find customersFind customers by name or ID, status, or when they were added or changed. Returns up to 100 by default, sorted by name.
• Delete customerDelete a customer. Sage Intacct refuses if the customer has transactions; make it inactive instead.
• Create vendorAdd a vendor with its contact details, address, payment terms and default expense account.
• Get vendorGet a vendor's details, contact, terms and amount due.
• Update vendorChange a vendor's name, status, contact details, terms or default expense account. Only the fields given change.
• Find vendorsFind vendors by name or ID, status, or when they were added or changed. Returns up to 100 by default, sorted by name.
• Delete vendorDelete a vendor. Sage Intacct refuses if the vendor has transactions; make it inactive instead.
• Create invoiceCreate an accounts receivable invoice for a customer, with one or more lines, each with a GL account, amount and dimensions.
• Get invoiceGet an invoice with its customer, dates, lines, total and the amount still due.
• Find invoicesFind invoices by customer, number, state, date or whether they are unpaid. Newest first, up to 100 by default.
• Delete invoiceDelete an invoice. One with payments applied can't be deleted until they are removed.
• Create billEnter an accounts payable bill from a vendor, with one or more lines, each with a GL account, amount and dimensions.
• Get billGet a bill with its vendor, dates, lines, total and the amount still due.
• Find billsFind bills by vendor, bill number, state, date or whether they are unpaid. Newest first, up to 100 by default.
• Delete billDelete a bill that has no payments applied.
• Record customer paymentRecord money received against an invoice, into a bank account or undeposited funds. The amount defaults to what is still due.
• Delete customer paymentDelete a customer payment that hasn't been deposited or reconciled, which reopens the invoice it paid.
• Create journal entryPost a journal entry: one account debited and another credited, or any balanced set of lines, with dimensions.
• Get journal entryGet a journal entry with its journal, date, state and lines.
• Delete journal entryDelete a journal entry, such as a draft. A posted entry in a closed period can't be deleted.
• Find GL accountsList the chart of accounts, or find accounts by number, name, type or status. Sorted by account number.
• Search recordsRead any kind of Sage Intacct record, such as departments, projects or employees, choosing the fields, filters and order.

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