Andrew Keeling

Hi Ben, Thanks for the reply. The invoices were created via the API, although I have lots and lots created that way - it's just these 3 that are showing as "Unpaid" via the status filter. I've sent the JSON files via direct message. Best Regards Andrew

Hello, I seem to be experiencing an issue using the Sales Invoice "Status" Filter. I am selecting "UnPaid" from the filter but "Paid" invoices are showing. *Note, Not all Paid invoices - just 3 examples. (Please see attachment) Albeit the last column states "Paid" - any reason for this? Many thanks Andrew

Hi Ben Sorry for the late reply. I am can create a "Bank Reconciliation" using the API. What I'd like to be able to do is specify the ID's of the transactions that I am reconciling. This would copy the behaviour of the "Bank Reconciliation" when performing it in the application and have the effect of "Ticking" the reconciled items within the app. Hope this helps, Regards Andrew

Hi Ben, I understand this one may be more of a time consuming update, I wondered whether there was any initial response from the engineering team please? Thanks Andrew

Hi Ben, I wondered if there was any update on this one please? Many thanks Andrew

Hi, Perhaps a simpler way to ask this question, is how is the "Reconciled" flag updated via the API? See image below. Thanks Andrew

Hi Rick, Thanks for the reply. To confirm, the invoices and payments are allocated. I have seen the 2 x URL references you mention. My issue is that "When I do a bank reconciliation in the App, I specifically mark each payment as reconciled". When I retrieve that bank reconciliation via the URL, I do not see the specific payments referenced. So when I want to create via the API, I am not sure that I can reference multiple payments (or even one) via the API? i.e.. I can't see how what I just did in the app can be recreated in the API. Hope this makes sense. Thanks Andrew

Hi, I'm creating invoices and payments via API but I'm missing somewhere where I can set a movement as reconciled. I can see it can be done manually, but can it be done via API? When I use the URL - https://api.accounting.sage.com/v3.1/bank_reconciliations - I get a list of the reconciliations but not the detail of the transactions. Thanks.

Hello, I have a client with a customer in the Isle of Man (ISO: 2 char "IM") and which to specify that on a Contact / Sales Invoice. I have listed the country codes in SAGE and there seems to be no IM, I also cannot see a way to add it. Any advice please how we may add "IM - Isle of Man"? Many thanks Andrew

Just to confirm, adding this using the "stock_items" endpoint worked for me just fine. Thanks Andrew

Thanks Mark

Hi Mark, Thanks, I did try as you suggest with the value and attribute set to false. My only problem with that is the application I am populating the data from calculates the VAT in a slightly different way to how SAGE does it in that scenario and I get a different VAT result. So I really need a field on the unit_price_includes_tax calc please. Many thanks Andrew

Hi Mark, Thanks for the reply. Please see the request body attached. For info, I already had compared the before/after responses via GET and the only significant difference I could see was the tax_analysis group which does show the correction as expected.. Based on that, I thought I'd try and pass that tax_analysis directly as part of the body but it responds that it is not allowed for UK instance. Hope this helps, Thanks Andrew TEST_INV.TXT

Hello, I have successfully created an Invoice from my retail website using the API Calls. However, although the invoice looks 100% correct on the image, the VAT Breakdown does not appear correctly. When I manually EDIT this invoice and "Make No Changes, Just SAVE" - it then corrects the VAT Breakdown. For UK, I see we cannot post the Tax Analysis to force the breakdown and, as I can see, all correct fields are being posted (Note, the invoice image is correct - Just the VAT Breakdown is incorrect). Please see attached images BEFORE (Straight after API creation) and AFTER (Straight after an "EDIT / SAVE, no changes). Appreciate any help or pointers. Thanks Andrew

Hi Ben, Thanks for the reply - I don't actually plan to update the field. I only went down the path to update the field because my initial insert of catalog_item_type_id was ignored. So please note, the field seems to be ignored on the "Create Product" (and also, the update.) Thanks for the cautionary note. Best Regards Andrew