generated: '2026-09-06' method: derived source: wsdl/accountsiq-integration-2-0.wsdl (XSD complexType graph, parsed with ElementTree and resolved through complexContent/extension inheritance); glossary terms from https://accountsiq.github.io/API-Wiki/a-z.html note: 'Derived from the XSD embedded in the SOAP contract. The WSDL declares 280 complex types; the entities below are the accounting core. Relationships are read from element types (a tns: element type is a composition edge, an ArrayOf is a collection edge) and from id-reference field naming (FooCode / FooID pointing at entity Foo). Nothing here is inferred from prose.' complex_type_count: 280 tenancy: root: Customer description: 'AccountsIQ hierarchy above the accounting entities, as defined in the provider glossary: a Customer is a practice or franchisor that groups Entities; an Entity is a client company. The API reads entity-level data only and cannot reach customer/practice-level data.' source: https://accountsiq.github.io/API-Wiki/a-z.html concurrency_field: name: RowVersionNumber description: Opaque optimistic-concurrency token present on most mutable entities. Must be echoed back from the retrieved object on update; a stale value raises OUTDATED_RECORD. correlation_field: name: ExternalReference description: Caller-supplied key carried on invoices, orders, credit notes and transactions, readable back via the GetXByExternalReference family. transaction_types: note: Closed set of ledger transaction type codes published in the provider glossary. source: https://accountsiq.github.io/API-Wiki/a-z.html codes: - code: BC meaning: Bank Credit Journal - code: BD meaning: Bank Debit Journal - code: BP meaning: Bank Payment - code: BR meaning: Bank Receipt - code: DP meaning: Purchases Discount - code: DS meaning: Sales Discount - code: GC/GD meaning: General Journal - code: PC meaning: Purchases Credit Journal - code: PD meaning: Purchases Debit Journal - code: PI meaning: Purchases Invoice - code: PN meaning: Purchases Credit Note - code: PP meaning: Purchases Payment - code: PR meaning: Purchases Receipt - code: SC meaning: Sales Credit Journal - code: SD meaning: Sales Debit Journal - code: SI meaning: Sales Invoice - code: SN meaning: Sales Credit Note - code: SR meaning: Sales Receipt invoice_variants: note: The provider glossary distinguishes three invoice shapes, which is why several parallel Create/Save/Post families exist in the contract. source: https://accountsiq.github.io/API-Wiki/a-z.html variants: - name: Batch Invoice description: Lines hold no stock-item reference; posted directly to the transactions table with no stock movement. - name: Product Invoice description: Every line references an item; supports stock movement and must be posted to hit the transaction journal. - name: Service Invoice description: Lines reference services or non-stock items; supports a pro-forma workflow and can be checked before posting to the ledger. entities: - name: Customer abstract: false inheritance_chain: - Customer - Account - ObjectBase own_field_count: 0 total_field_count: 69 identity_fields: - AccountID - ExternalApproverID - Code - CountryCode - Name - GroupID - DefaultTaxCode - AreaID - BankAccountCode - CountryID - CreditTermID - CurrencyCode - PaymentMethodID - AuthorUserID - ShipViaID - PostCode relationships: - kind: belongs_to target: Account via: AccountID - kind: belongs_to target: CreditTerm via: CreditTermID - kind: belongs_to target: DeliveryRoute via: DeliveryRouteID - kind: belongs_to target: PriceList via: PriceListID - kind: belongs_to target: Department via: DepartmentID - kind: belongs_to target: Bank via: BankCode - name: Supplier abstract: false inheritance_chain: - Supplier - Account - ObjectBase own_field_count: 0 total_field_count: 69 identity_fields: - AccountID - ExternalApproverID - Code - CountryCode - Name - GroupID - DefaultTaxCode - AreaID - BankAccountCode - CountryID - CreditTermID - CurrencyCode - PaymentMethodID - AuthorUserID - ShipViaID - PostCode relationships: - kind: belongs_to target: Account via: AccountID - kind: belongs_to target: CreditTerm via: CreditTermID - kind: belongs_to target: DeliveryRoute via: DeliveryRouteID - kind: belongs_to target: PriceList via: PriceListID - kind: belongs_to target: Department via: DepartmentID - kind: belongs_to target: Bank via: BankCode - name: Account abstract: false inheritance_chain: - Account - ObjectBase own_field_count: 69 total_field_count: 69 identity_fields: - AccountID - ExternalApproverID - Code - CountryCode - Name - GroupID - DefaultTaxCode - AreaID - BankAccountCode - CountryID - CreditTermID - CurrencyCode - PaymentMethodID - AuthorUserID - ShipViaID - PostCode relationships: - kind: belongs_to target: CreditTerm via: CreditTermID - kind: belongs_to target: DeliveryRoute via: DeliveryRouteID - kind: belongs_to target: PriceList via: PriceListID - kind: belongs_to target: Department via: DepartmentID - kind: belongs_to target: Bank via: BankCode - name: StockItem abstract: false inheritance_chain: - StockItem - ObjectBase own_field_count: 31 total_field_count: 31 identity_fields: - StockItemID - ItemGroupID - ItemTypeID - ItemSubgroupID - DefaultLocationID - DefaultSublocationID - TaxCode - OpeningStockGLAccountCode - ClosingStockGLAccountCode - DefaultSalesGLAccountCode - DefaultPurchasesGLAccountCode - OpeningWorkInProgressGLAccountCode - ClosingWorkInProgressGLAccountCode - RowVersionNumber relationships: - kind: belongs_to target: ItemGroup via: ItemGroupID - kind: belongs_to target: Tax via: TaxCode - name: Invoice abstract: false inheritance_chain: - Invoice - InvoiceBase - ObjectBase own_field_count: 4 total_field_count: 66 identity_fields: - InvoiceID - AccountID - AreaID - CurrencyCode - CurrrencyCode - AccountTaxCode - PaymentMethodID - ShipmentViaID - ExternalReference - ExternalApproverID - PostCode - DeliveryPostCode - AuthorUserID - UseAccountTaxCode - OrderID - DepartmentID relationships: - kind: belongs_to target: Account via: AccountID - kind: belongs_to target: Order via: OrderID - kind: belongs_to target: Department via: DepartmentID - kind: has_many target: InvoiceLine via: Lines - kind: belongs_to target: Account via: AccountCode - name: InvoiceBase abstract: true inheritance_chain: - InvoiceBase - ObjectBase own_field_count: 62 total_field_count: 62 identity_fields: - InvoiceID - AccountID - AreaID - CurrencyCode - CurrrencyCode - AccountTaxCode - PaymentMethodID - ShipmentViaID - ExternalReference - ExternalApproverID - PostCode - DeliveryPostCode - AuthorUserID - UseAccountTaxCode - OrderID - DepartmentID relationships: - kind: belongs_to target: Invoice via: InvoiceID - kind: belongs_to target: Account via: AccountID - kind: belongs_to target: Order via: OrderID - kind: belongs_to target: Department via: DepartmentID - kind: has_many target: InvoiceLine via: Lines - name: InvoiceLine abstract: false inheritance_chain: - InvoiceLine - ObjectBase own_field_count: 28 total_field_count: 28 identity_fields: - InvoiceItemID - InvoiceID - OrderItemID - StockItemID - TaxCode - LocationID - SublocationID - GLAccountCode - OpeningStockGLAccountCode - DeliveryItemID - DepartmentID - RowVersionNumber relationships: - kind: belongs_to target: Invoice via: InvoiceID - kind: belongs_to target: StockItem via: StockItemID - kind: belongs_to target: Tax via: TaxCode - kind: belongs_to target: Department via: DepartmentID - name: CreditNote abstract: false inheritance_chain: - CreditNote - InvoiceBase - ObjectBase own_field_count: 0 total_field_count: 62 identity_fields: - InvoiceID - AccountID - AreaID - CurrencyCode - CurrrencyCode - AccountTaxCode - PaymentMethodID - ShipmentViaID - ExternalReference - ExternalApproverID - PostCode - DeliveryPostCode - AuthorUserID - UseAccountTaxCode - OrderID - DepartmentID relationships: - kind: belongs_to target: Invoice via: InvoiceID - kind: belongs_to target: Account via: AccountID - kind: belongs_to target: Order via: OrderID - kind: belongs_to target: Department via: DepartmentID - kind: has_many target: InvoiceLine via: Lines - name: AdjustedInvoice abstract: false inheritance_chain: - AdjustedInvoice - Invoice - InvoiceBase - ObjectBase own_field_count: 1 total_field_count: 67 identity_fields: - InvoiceID - AccountID - AreaID - CurrencyCode - CurrrencyCode - AccountTaxCode - PaymentMethodID - ShipmentViaID - ExternalReference - ExternalApproverID - PostCode - DeliveryPostCode - AuthorUserID - UseAccountTaxCode - OrderID - DepartmentID relationships: - kind: belongs_to target: Invoice via: InvoiceID - kind: belongs_to target: Account via: AccountID - kind: belongs_to target: Order via: OrderID - kind: belongs_to target: Department via: DepartmentID - kind: has_many target: InvoiceLine via: Lines - kind: belongs_to target: Account via: AccountCode - kind: has_many target: InvoiceTaxAdjustment via: TaxAdjustments - name: Order abstract: false inheritance_chain: - Order - ObjectBase own_field_count: 59 total_field_count: 59 identity_fields: - OrderID - AccountID - AreaID - CurrencyCode - CurrrencyCode - AccountTaxCode - PaymentMethodID - ShipmentViaID - ExternalReference - PostCode - DeliveryPostCode - AuthorUserID - UseAccountTaxCode - QuoteID - DepartmentID - TransferID relationships: - kind: belongs_to target: Account via: AccountID - kind: belongs_to target: Department via: DepartmentID - kind: has_many target: OrderLine via: Lines - name: OrderLine abstract: false inheritance_chain: - OrderLine - ObjectBase own_field_count: 26 total_field_count: 26 identity_fields: - OrderItemID - OrderID - QuoteItemID - StockItemID - TaxCode - LocationID - SublocationID - GLAccountCode - OpeningStockGLAccountCode - DepartmentID - RowVersionNumber relationships: - kind: belongs_to target: Order via: OrderID - kind: belongs_to target: StockItem via: StockItemID - kind: belongs_to target: Tax via: TaxCode - kind: belongs_to target: Department via: DepartmentID - name: Transaction abstract: false inheritance_chain: - Transaction own_field_count: 3 total_field_count: 3 identity_fields: [] relationships: - kind: has_many target: TransactionLine via: Lines - name: TransactionLine abstract: false inheritance_chain: - TransactionLine own_field_count: 41 total_field_count: 41 identity_fields: - TransactionLineID - TransactionID - AccountID - BankID - CurrencyCode - TaxCode - AuthorUserID - GLAccountCode - ExternalReference - BankstatementID - PeriodID - InvoiceID - DepartmentID - ReasonID - SupplierBatchPaymentID - VatReturnID relationships: - kind: belongs_to target: Transaction via: TransactionID - kind: belongs_to target: Account via: AccountID - kind: belongs_to target: Bank via: BankID - kind: belongs_to target: Tax via: TaxCode - kind: belongs_to target: Invoice via: InvoiceID - kind: belongs_to target: Department via: DepartmentID - name: GeneralJournal abstract: false inheritance_chain: - GeneralJournal - ObjectBase own_field_count: 4 total_field_count: 4 identity_fields: - ExternalReference relationships: - kind: has_many target: GeneralJournalLine via: Lines - name: GeneralJournalLine abstract: false inheritance_chain: - GeneralJournalLine - ObjectBase own_field_count: 10 total_field_count: 10 identity_fields: - GLAccountCode - DepartmentID - VatReturnID relationships: - kind: belongs_to target: Department via: DepartmentID - name: Department abstract: false inheritance_chain: - Department own_field_count: 9 total_field_count: 9 identity_fields: - DepartmentID relationships: [] - name: Project abstract: false inheritance_chain: - Project - ObjectBase own_field_count: 12 total_field_count: 12 identity_fields: - ProjectCode - Name - AIQCustomerCode - AIQBICodeID relationships: [] - name: Bank abstract: false inheritance_chain: - Bank - ObjectBase own_field_count: 20 total_field_count: 20 identity_fields: - BankID - Code - BankAccountCode - Name - CurrencyCode - SortCode - SwiftCode - OnlineUserID - RowVersionNumber relationships: [] - name: Tax abstract: false inheritance_chain: - Tax - InfoBase - ObjectBase own_field_count: 22 total_field_count: 26 identity_fields: - ID - Code - RowVersionNumber - TaxTypeId - Is1099Code relationships: - kind: has_one target: TaxChecker via: Checker - name: CreditTerm abstract: false inheritance_chain: - CreditTerm - InfoBase - ObjectBase own_field_count: 3 total_field_count: 7 identity_fields: - ID - Code - RowVersionNumber relationships: - kind: has_one target: CreditTermChecker via: Checker - name: PriceList abstract: false inheritance_chain: - PriceList - InfoBase - ObjectBase own_field_count: 5 total_field_count: 9 identity_fields: - ID - Code - RowVersionNumber - PriceListID - AuthorUserID relationships: - kind: has_many target: PriceListItem via: Items - name: PriceListItem abstract: false inheritance_chain: - PriceListItem - InfoBase - ObjectBase own_field_count: 12 total_field_count: 16 identity_fields: - ID - Code - RowVersionNumber - PriceListItemID - AccountID - PriceListID - AuthorUserID - StockItemID relationships: - kind: belongs_to target: Account via: AccountID - kind: belongs_to target: PriceList via: PriceListID - kind: belongs_to target: StockItem via: StockItemID - name: ItemGroup abstract: false inheritance_chain: - ItemGroup - InfoBase - ObjectBase own_field_count: 0 total_field_count: 4 identity_fields: - ID - Code - RowVersionNumber relationships: [] - name: BudgetHeader abstract: false inheritance_chain: - BudgetHeader own_field_count: 5 total_field_count: 5 identity_fields: [] relationships: - kind: has_many target: DataErrorDTO via: ValidationErrors - kind: has_many target: BudgetEntry via: Entries - name: BudgetEntry abstract: false inheritance_chain: - BudgetEntry own_field_count: 8 total_field_count: 8 identity_fields: - GlAccountCode - DepartmentID relationships: - kind: belongs_to target: Department via: DepartmentID - kind: has_many target: PeriodData via: Data - kind: has_many target: DataErrorDTO via: ValidationErrors - name: SalesReceipt abstract: false inheritance_chain: - SalesReceipt - ObjectBase own_field_count: 10 total_field_count: 10 identity_fields: - CustomerCode - BankAccountCode - DepartmentID relationships: - kind: belongs_to target: Customer via: CustomerCode - kind: belongs_to target: Department via: DepartmentID - name: PurchasePayment abstract: false inheritance_chain: - PurchasePayment - ObjectBase own_field_count: 10 total_field_count: 10 identity_fields: - SupplierCode - BankAccountCode - DepartmentID relationships: - kind: belongs_to target: Supplier via: SupplierCode - kind: belongs_to target: Department via: DepartmentID - name: DeliveryLine abstract: false inheritance_chain: - DeliveryLine - ObjectBase own_field_count: 13 total_field_count: 13 identity_fields: - DeliveryItemID - OrderID - OrderItemID - StockItemID - LocationID - SublocationID - DepartmentID relationships: - kind: belongs_to target: Order via: OrderID - kind: belongs_to target: StockItem via: StockItemID - kind: belongs_to target: Department via: DepartmentID - name: DeliveryRoute abstract: false inheritance_chain: - DeliveryRoute - InfoBase - ObjectBase own_field_count: 0 total_field_count: 4 identity_fields: - ID - Code - RowVersionNumber relationships: [] - name: BatchSalesInvoice abstract: false inheritance_chain: - BatchSalesInvoice own_field_count: 7 total_field_count: 7 identity_fields: - CustomerCode - ExternalReference relationships: - kind: belongs_to target: Customer via: CustomerCode - kind: has_many target: BatchSalesInvoiceLine via: Lines - name: BatchSalesInvoiceLine abstract: false inheritance_chain: - BatchSalesInvoiceLine own_field_count: 7 total_field_count: 7 identity_fields: - GLAccountCode - TaxCode - DepartmentID relationships: - kind: belongs_to target: Tax via: TaxCode - kind: belongs_to target: Department via: DepartmentID - name: BatchPurchasesInvoice abstract: false inheritance_chain: - BatchPurchasesInvoice own_field_count: 7 total_field_count: 7 identity_fields: - SupplierCode - ExternalReference relationships: - kind: belongs_to target: Supplier via: SupplierCode - kind: has_many target: BatchPurchasesInvoiceLine via: Lines - name: BatchPurchasesInvoiceLine abstract: false inheritance_chain: - BatchPurchasesInvoiceLine own_field_count: 7 total_field_count: 7 identity_fields: - GLAccountCode - TaxCode - DepartmentID relationships: - kind: belongs_to target: Tax via: TaxCode - kind: belongs_to target: Department via: DepartmentID - name: BatchSalesCreditNote abstract: false inheritance_chain: - BatchSalesCreditNote own_field_count: 7 total_field_count: 7 identity_fields: - CustomerCode - ExternalReference relationships: - kind: belongs_to target: Customer via: CustomerCode - kind: has_many target: BatchSalesCreditNoteLine via: Lines - name: BatchPurchasesDebitNote abstract: false inheritance_chain: - BatchPurchasesDebitNote own_field_count: 7 total_field_count: 7 identity_fields: - SupplierCode - ExternalReference relationships: - kind: belongs_to target: Supplier via: SupplierCode - kind: has_many target: BatchPurchasesDebitNoteLine via: Lines - name: WSEntity abstract: false inheritance_chain: - WSEntity own_field_count: 3 total_field_count: 3 identity_fields: - EntityID relationships: [] - name: WSCompanyInformation abstract: false inheritance_chain: - WSCompanyInformation own_field_count: 12 total_field_count: 12 identity_fields: - BaseCurrencyCode relationships: - kind: has_one target: WSAddress via: Address - kind: has_one target: WSContactInformation via: ContactInformation - kind: has_one target: WSAutoNumberingSettings via: AutoNumberingSettings - kind: has_one target: WSPrecisionSettings via: PrecisionSettings - kind: has_one target: WSApprovalSettings via: ApprovalSettings - name: WSAnalysisDimension abstract: false inheritance_chain: - WSAnalysisDimension own_field_count: 3 total_field_count: 3 identity_fields: - Code relationships: - kind: has_many target: WSAnalysisDimensionCode via: DimensionCodes - name: WSAnalysisDimensionCode abstract: false inheritance_chain: - WSAnalysisDimensionCode own_field_count: 2 total_field_count: 2 identity_fields: - Code relationships: [] - name: WSBankTransfer abstract: false inheritance_chain: - WSBankTransfer own_field_count: 11 total_field_count: 11 identity_fields: - ExternalReference - ToBankAccountCode - FromBankAccountCode - DepartmentID relationships: - kind: belongs_to target: Department via: DepartmentID - name: WSChartOfAccountLine abstract: false inheritance_chain: - WSChartOfAccountLine own_field_count: 17 total_field_count: 17 identity_fields: - Code - DefaultTaxID - GLCategoryID - GLSubCategoryID - DepartmentID - GLCategoryTypeID - CurrencyCode - GLGroupID relationships: - kind: belongs_to target: Department via: DepartmentID - name: WSCurrency abstract: false inheritance_chain: - WSCurrency own_field_count: 8 total_field_count: 8 identity_fields: - CurrencyID - CurrencyCode relationships: [] - name: WSDocument abstract: false inheritance_chain: - WSDocument own_field_count: 2 total_field_count: 2 identity_fields: [] relationships: - kind: has_one target: WSDocumentHeader via: Header - kind: has_one target: WSDocumentContent via: Content - name: WSNote abstract: false inheritance_chain: - WSNote own_field_count: 4 total_field_count: 4 identity_fields: - NoteID - MasterID relationships: [] - name: NoteDTO abstract: false inheritance_chain: - NoteDTO own_field_count: 3 total_field_count: 3 identity_fields: - UserID relationships: [] - name: WSAccountContact abstract: false inheritance_chain: - WSAccountContact own_field_count: 9 total_field_count: 9 identity_fields: - AccountCode - AuthorUserID relationships: - kind: belongs_to target: Account via: AccountCode - name: WSAddress abstract: false inheritance_chain: - WSAddress own_field_count: 6 total_field_count: 6 identity_fields: - PostZipCode relationships: [] inheritance_note: 'Several headline entities are pure extensions with no own fields — Customer and Supplier both extend Account, and CreditNote extends InvoiceBase — so the useful field set is the resolved chain, which is why inheritance_chain and total_field_count are recorded alongside own_field_count. This is the single most important shape fact about the AccountsIQ model: a customer and a supplier are the same Account structure differentiated by ledger, not two separate schemas.'