Reckon

Reckon is an accounting software used for financial management and bookkeeping tasks.

Categories: Accounting

Type: reckon/v1

Connections

Version: 1

OAuth2 Authorization Code

Properties

Name	Label	Type	Description	Required
clientId	Client Id	STRING		true
clientSecret	Client Secret	STRING		true

Actions

Create Contact

Name: createContact

Creates a new contact.

Properties

Name	Label	Type	Description	Required
bookId	Book ID	STRING	ID of the book where new contact will be created.	true
name	Name	STRING	The name of the contact.	true

Example JSON Structure

{
  "label" : "Create Contact",
  "name" : "createContact",
  "parameters" : {
    "bookId" : "",
    "name" : ""
  },
  "type" : "reckon/v1/createContact"
}

Properties

Name	Type	Description
id	STRING

Output Example

{
  "id" : ""
}

Create Invoice

Name: createInvoice

Creates a new invoice.

Properties

Name	Label	Type	Description	Required
bookId	Book ID	STRING	ID of the book where new invoice will be created.	true
customer	Customer	STRING	The customer that is being invoiced.	true
invoiceDate	Invoice Date	DATE	The date of the invoice.	true
amountTaxStatus	Amount Tax Status	STRING Options NonTaxed, Inclusive, Exclusive	The amount tax status of the amounts in the invoice.	true
lineItems	Line Items	ARRAY Items [{INTEGER(lineNumber)}]	The individual items that make up the invoice.	true

Example JSON Structure

{
  "label" : "Create Invoice",
  "name" : "createInvoice",
  "parameters" : {
    "bookId" : "",
    "customer" : "",
    "invoiceDate" : "2021-01-01",
    "amountTaxStatus" : "",
    "lineItems" : [ {
      "lineNumber" : 1
    } ]
  },
  "type" : "reckon/v1/createInvoice"
}

Properties

Name	Type	Description
id	STRING

Output Example

{
  "id" : ""
}

Create Payment

Name: createPayment

Creates a new payment.

Properties

Name	Label	Type	Description	Required
bookId	Book ID	STRING	ID of the book where new payment will be created.	true
supplier	Supplier	STRING	The supplier that is being paid.	true
paymentDate	Payment Date	DATE	The date of the payment.	true
totalAmount	Total Amount	NUMBER	The total amount of the payment applied.	true

Example JSON Structure

{
  "label" : "Create Payment",
  "name" : "createPayment",
  "parameters" : {
    "bookId" : "",
    "supplier" : "",
    "paymentDate" : "2021-01-01",
    "totalAmount" : 0.0
  },
  "type" : "reckon/v1/createPayment"
}

Properties

Name	Type	Description
id	STRING

Output Example

{
  "id" : ""
}

Triggers

New Invoice

Name: newInvoice

Triggers when a new invoice is created.

Type: POLLING

Properties

Name	Label	Type	Description	Required
bookId	Book	STRING		true

Properties

Name	Type	Description
id	STRING
invoiceNumber	STRING
customer	OBJECT Properties {STRING(id), STRING(name)}
invoiceDate	DATE
amountTaxStatus	STRING
lineItems	ARRAY Items [{INTEGER(lineNumber)}]

JSON Example

{
  "label" : "New Invoice",
  "name" : "newInvoice",
  "parameters" : {
    "bookId" : ""
  },
  "type" : "reckon/v1/newInvoice"
}

New Payment

Name: newPayment

Triggers when a new payment is created.

Type: POLLING

Properties

Name	Label	Type	Description	Required
bookId	Book	STRING		true

Properties

Name	Type	Description
id	STRING
paymentNumber	STRING
supplier	OBJECT Properties {STRING(id), STRING(name)}
paymentDate	DATE
totalAmount	NUMBER

JSON Example

{
  "label" : "New Payment",
  "name" : "newPayment",
  "parameters" : {
    "bookId" : ""
  },
  "type" : "reckon/v1/newPayment"
}

What to do if your action is not listed here?

If this component doesn't have the action you need, you can use Custom Action to create your own. Custom Actions empower you to define HTTP requests tailored to your specific requirements, allowing for greater flexibility in integrating with external services or APIs.

To create a Custom Action, simply specify the desired HTTP method, path, and any necessary parameters. This way, you can extend the functionality of your component beyond the predefined actions, ensuring that you can meet all your integration needs effectively.

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