Dave Yeomans

I've recently cleared down my trial system and reset it using Business Settings - VAT Scheme "Cash Accounting" instead of usual "Standard". However, when I use the API to read the Financial_Settings.accounting_type it still keeps coming up with "accrual" (ie. Standard). I was expecting it to return "cash based". Am I doing something wrong or is this an issue? Dave

Hi Mark Thanks for your reply. It appears that the nested_attributes=all parameter only works for the "GET Returns a Ledger Entry" query where you specify one nominal transaction id and return all info for that specific transaction. It doesn't appear to work for the "GET Returns all Ledger Entries" where you can specific one nominal account id and return all transactions for that specific nominal code. I guess I would need to run both queries; first to get all transactions for specific nominal code; then for each transaction run the query to get the additional nested transaction information. Thanks Dave

Hello In order to develop my application I am using Postman to test my queries. I am using Get /ledger_entries with the appropriate parameters to read ledger entries for a specific ledger_accounts_id between from_date and to_date. I have set attributes=all. This works OK but it doesn't expose all the attributes. For example, the ledger_account, transaction, contact and tax_rate groups only display the basic id, displayed_as and $path fields. Is there a way to expose the attributes for these sub-groups? Thanks Dave

Hi Ben Thanks for your reply. In the UI when using eg. Standard rate (20%) then I think you can actually enter whatever Net and VAT split you like as long as the total is same as the Trans Amount. However, when sending my own Trans Amount, Net and VAT split amounts to Sage via the API then I think the API actually uses the Trans Amount only and splits this itself at 20% into Net & VAT irrespective of the split amounts sent to it. To be fair, in the API Documentation only the trans_amount is flagged as 'required' but you would think that if you send the Net and VAT then it would use these values. If you could let me know how the investigation goes then that would be great. In the meantime I guess I am going to have to fix the Net and VAT split at eg. 20% and not allow the user to change this, then post the trans to Sage via the API. Dave

I am using the other_payments API to post transactions to Sage Business Cloud Accounts (Standard). I am sending the total_amount, net_amount, tax_amount and tax_rate_id in my postdata object - see attached. This all works fine for normal transactions with VAT split at standard rate 20%. However, in some cases, I need to send net_amount and tax_amount that don't quite match the standard 20% split (sometimes by a few pence on each side) even though the total_amount is still correct. I am still using the standard tax_rate_id. The problem is that Sage appears to ignore my split and recalculates the net and tax amounts itself at standard rate. Can I prevent Sage from doing this and get it to retain my split?

Hi Mark Thanks for your reply. Therefore I really need to include all relevant information in the 'reference' field in the bank part of the JSON. Then I will see this when viewing the transaction in the Bank UI view. For example, I could include the payee name in the 'reference' field so that when performing the bank reconciliation then we have an idea of who the payment went to. The reference could include other info as well. In the API Reference guide, it would be useful to know the size of the various fields? It often states 'string' but doesn't give indication of field size. Thanks Dave

I'm using the other_payments API to post bank payments that don't relate to customers or suppliers. The header section includes 'bank_account_id' and 'reference' fields. The payment_lines section includes 'ledger_account_id' and 'details' fields. However, when I view the transaction in Sage and look at the bank account then the description field is not populated. When I look at the ledger account then the description shows the 'details' field. Is there any way to get the bank account to show the details in the description field? For example, when doing bank reconciliation, it is useful to see the transaction description as well as the reference.

I am creating an invoice in my application and sending it to Sage Business Cloud Accounting via the API. I note from the documentation that the invoice_number field is a string. However, I get an error if I send anything to this field other than an integer. Is this correct? I also note that you can't send invoices to Sage using duplicate numbers. Is this correct?