Transaction record for charges against credit and debit cards.


Get Charge Card Transaction Object Definition

lookup

List all the fields and relationships for the charge card transaction object:

<lookup>
    <object>CCTRANSACTION</object>
</lookup>

Parameters

Name Required Type Description
object Required string Use CCTRANSACTION

List Charge Card Transactions

query

List the record number and description for each charge card transaction:

<query>
    <object>CCTRANSACTION</object>
    <select>
        <field>RECORDNO</field>
        <field>DESCRIPTION</field>
    </select>
</query>

Parameters

Name Required Type Description
object Required string Use CCTRANSACTION
select Required sequence One or more field names and an optional aggregate function such as count or sum. Returning all fields is not supported.
filter Optional object Query filter expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, VENDOR.CREDITLIMIT on APBILL).
orderby Optional object Provide an order element with a field name and choose an ascending or descending sort order, for example:
<order>
        <field>RECORDNO</field>
        <descending/>
</order>
options Optional object Set the caseinsensitive element to true for a case-insensitive query:
    <caseinsensitive>true</caseinsensitive>
In a multi-entity company, set the showprivate element to true to query data in private entities:
   <showprivate>true</showprivate>
pagesize Optional integer Custom page size between 1 and 2000 items (Default: 100)
offset Optional integer Point at which to start indexing into records (Default: 0)

List Charge Card Transactions (Legacy)

readByQuery

<readByQuery>
    <object>CCTRANSACTION</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>

Parameters

Name Required Type Description
object Required string Use CCTRANSACTION
fields Optional string Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.
query Required string SQL-like query based on fields on the object. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND, OR. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes ('Jane\'s Deli'). Joins are not supported.
pagesize Optional integer Custom page size between 1 and 1000 items (Default: 100)

Get Charge Card Transaction

read

<read>
    <object>CCTRANSACTION</object>
    <keys>31</keys>
    <fields>*</fields>
</read>

Parameters

Name Required Type Description
object Required string Use CCTRANSACTION
keys Required string Object RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.

Create Charge Card Transaction (Legacy)

Release Changes
2021 Release 2 Added billable
2020 Release 4 Added inclusivetax, taxsolutionid, totaltrxamount, taxentries
2020 Release 2 Added costtypeid
2019 Release 4 Added taskid

record_cctransaction

Create a charge card transaction:

<record_cctransaction>
    <chargecardid>AMEX-1234</chargecardid>
    <paymentdate>
        <year>2017</year>
        <month>01</month>
        <day>02</day>
    </paymentdate>
    <referenceno></referenceno>
    <payee>Costco</payee>
    <description>Supplies</description>
    <supdocid></supdocid>
    <currency>USD</currency>
    <exchratetype>Intacct Daily Rate</exchratetype>
    <ccpayitems>
        <ccpayitem>
            <glaccountno>7400</glaccountno>
            <description>Office Supplies</description>
            <paymentamount>154.32</paymentamount>
            <departmentid></departmentid>
            <locationid>110-SJC</locationid>
            <customerid></customerid>
            <vendorid></vendorid>
            <employeeid></employeeid>
            <projectid></projectid>
            <itemid></itemid>
            <classid></classid>
            <contractid></contractid>
            <warehouseid></warehouseid>
        </ccpayitem>
    </ccpayitems>
</record_cctransaction>

Use inclusive tax to have the system calculate the transaction amount (trx_amount) for the charge card transaction line and the transaction tax (trx_tax) for the tax entry based on the value supplied for totaltrxamount on the transaction line and the tax rate of the tax detail (detailid) for the tax entry. (AU, GB, ZA only):

<record_cctransaction>
    <chargecardid>A0000002</chargecardid>
    <paymentdate>
        <year>2020</year>
        <month>08</month>
        <day>25</day>
    </paymentdate>
    <payee>Costco9</payee>
    <description>Supplies</description>
    <currency>USD</currency>
    <exchratetype>Intacct Daily Rate</exchratetype>
    <inclusivetax>true</inclusivetax>
    <taxsolutionid>Australia - GST</taxsolutionid>
    <ccpayitems>
        <ccpayitem>
            <glaccountno>4000</glaccountno>
            <description>Office Supplies</description>
            <paymentamount></paymentamount>
            <locationid>4</locationid>
            <totaltrxamount>100</totaltrxamount>
            <taxentries>
                <taxentry>
                    <detailid>G10 Capital Acquisition</detailid>
                    <trx_tax></trx_tax>
                </taxentry>
                <taxentry>
                    <detailid>G13 Capital Purchases for Input Tax Sales</detailid>
                    <trx_tax></trx_tax>
                </taxentry>
            </taxentries>
        </ccpayitem>
    </ccpayitems>
</record_cctransaction>

Parameters

Name Required Type Description
chargecardid Required string Charge Card ID
paymentdate Required object Payment date
referenceno Optional string Reference number
payee Optional string Payee
description Optional string Description of transaction
supdocid Optional string Attachments ID
currency Optional string Transaction currency code
exchratedate Optional object Exchange rate date
exchratetype Optional string Exchange rate type. Do not use if exchrate is set. (Leave blank to use Intacct Daily Rate)
exchrate Optional currency Exchange rate value. Do not use if exchangeratetype is set.
customfields Optional customfield[0...n] Custom fields on transaction object
inclusivetax Optional boolean Inclusive taxes. Set to true to have the system calculate the transaction amount (trx_amount) for the charge card transaction line and the transaction tax (trx_tax) for the tax entry based on the value supplied for totaltrxamount on the transaction line and the tax rate of the tax detail (detailid) for the tax entry. (AU, GB, ZA only). (Default: false)
taxsolutionid Optional string Tax solution name, such as United Kingdom - VAT or Australia - GST. Required only if the company is configured for multiple tax jurisdictions and the transaction is occurring at the top level of the company. The available tax solution names can be found in the Sage Intacct UI in the Taxes application from the top level of a multi-entity company. (GB, AU, and ZA only)
ccpayitems Required ccpayitem[1...n] Must have at least one line

paymentdate

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

ccpayitem

Name Required Type Description
glaccountno Optional string Account number. Required if not using accountlabel.
accountlabel Optional string Account label. Required if not using glaccountno.
description Optional string Description of line
paymentamount Required currency Transaction amount. Do not supply if inclusive tax is set to true.
departmentid Optional string Department ID
locationid Optional string Location ID. Required if multi-entity enabled.
customerid Optional string Customer ID
vendorid Optional string Vendor ID
employeeid Optional string Employee ID
projectid Optional string Project ID
taskid Optional string Task ID. Only available when the parent projectid is also specified.
costtypeid Optional string Cost type ID. Only available when projectid and taskid are specified. (Construction subscription)
itemid Optional string Item ID
classid Optional string Class ID
contractid Optional string Contract ID
warehouseid Optional string Warehouse ID
customfields Optional customfield[0...n] Custom fields on line object
totaltrxamount Optional currency Total transaction amount. Required if inclusive tax is set to true.
taxentries Optional taxentry[1...n] Tax entries for the line. Required for VAT enabled transactions. Providing multiple entries is allowed if your tax solution supports it (AU and GB only). For ZA, only one tax entry is allowed.
billable Optional boolean Set to true to have the transaction billable to the current project. (Default: false)

customfield

Name Required Type Description
customfieldname Optional string Custom field ID
customfieldvalue Optional varies Custom field value. For a multi-pick-list custom field, implode multiple field values with #~#.

taxentry (AU, GB, ZA only)

Specifies a tax rate (defined in the system) and a manually calculated tax for the charge card line.

Name Required Type Description
detailid Required string Unique ID of a tax detail with the tax rate to use
trx_tax Optional currency Transaction tax, which is a manually calculated value to override the calculated value for the tax. The amount of the tax line is automatically included in the transaction amount (trx_amount).

Update Charge Card Transaction (Legacy)

Release Changes
2021 Release 2 Added billable
2020 Release 4 Added inclusivetax, totaltrxamount, taxentries
2020 Release 2 Added costtypeid
2019 Release 4 Added taskid

You cannot update a charge card transaction that was created with inclusive tax set to true.

update_cctransaction

<update_cctransaction key="135">
    <paymentdate>
        <year>2017</year>
        <month>01</month>
        <day>02</day>
    </paymentdate>
    <payee>Costco</payee>
    <description>Supplies</description>
    <currency>USD</currency>
    <exchratetype>Intacct Daily Rate</exchratetype>
    <updateccpayitems>
        <updateccpayitem line_num="1">
            <glaccountno>7500</glaccountno>
            <description>Copier supplies</description>
            <paymentamount>154.32</paymentamount>
        </updateccpayitem>
    </updateccpayitems>
</update_cctransaction>

Parameters

Name Required Type Description
key Required object Transaction RECORDNO to update
paymentdate Optional object Payment date
referenceno Optional string Reference number
payee Optional string Payee
description Optional string Description of transaction
supdocid Optional string Attachments ID
currency Optional string Transaction currency code
exchratedate Optional object Exchange rate date
exchratetype Optional string Exchange rate type. Do not use if exchrate is set. (Leave blank to use Intacct Daily Rate)
exchrate Optional currency Exchange rate value. Do not use if exchangeratetype is set.
customfields Optional customfield[0...n] Custom fields on transaction object
inclusivetax Optional boolean Inclusive taxes. Set to true to have the system calculate the transaction amount (trx_amount) for the charge card transaction line and the transaction tax (trx_tax) for the tax entry based on the value supplied for totaltrxamount on the transaction line and the tax rate of the tax detail (detailid) for the tax entry. (AU, GB, ZA only). (Default: false)
updateccpayitems Optional (updateccpayitem | ccpayitem)[0...n] To update an existing line use updateccpayitem, otherwise to create a new line use ccpayitem. You can mix types in the array.

paymentdate

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

updateccpayitem

Name Required Type Description
line_num Required integer Line number to update
glaccountno Optional string Account number. Cannot use if using accountlabel instead.
accountlabel Optional string Account label. Cannot use if using glaccountno instead.
description Optional string Description of line
paymentamount Optional currency Transaction amount. Do not supply if inclusive tax is set to true.
departmentid Optional string Department ID
locationid Optional string Location ID. Required if multi-entity enabled.
customerid Optional string Customer ID
vendorid Optional string Vendor ID
employeeid Optional string Employee ID
projectid Optional string Project ID
taskid Optional string Task ID. Only available when the parent projectid is also specified.
costtypeid Optional string Cost type ID. Only available when projectid and taskid are specified. (Construction subscription)
itemid Optional string Item ID
classid Optional string Class ID
contractid Optional string Contract ID
warehouseid Optional string Warehouse ID
customfields Optional customfield[0...n] Custom fields on line object
totaltrxamount Optional currency Total transaction amount. Required if inclusive tax is set to true.
taxentries Optional taxentry[1...n] Tax entries for the line. Required for VAT enabled transactions. Providing multiple entries is allowed if your tax solution supports it (AU and GB only). For ZA, only one tax entry is allowed.
billable Optional boolean Set to true to have the transaction billable to the current project. (Default: false)

ccpayitem

Name Required Type Description
glaccountno Optional string Account number. Required if not using accountlabel.
accountlabel Optional string Account label. Required if not using glaccountno.
description Optional string Description of line
paymentamount Required currency Transaction amount
departmentid Optional string Department ID
locationid Optional string Location ID. Required if multi-entity enabled.
customerid Optional string Customer ID
vendorid Optional string Vendor ID
employeeid Optional string Employee ID
projectid Optional string Project ID
taskid Optional string Task ID. Only available when the parent projectid is also specified.
costtypeid Optional string Cost type ID. Only available when projectid and taskid are specified. (Construction subscription)
itemid Optional string Item ID
classid Optional string Class ID
contractid Optional string Contract ID
warehouseid Optional string Warehouse ID
customfields Optional customfield[0...n] Custom fields on line object
totaltrxamount Optional currency Total transaction amount. Required if inclusive tax is set to true.
taxentries Optional taxentry[1...n] Tax entries for the line. Required for VAT enabled transactions. Providing multiple entries is allowed if your tax solution supports it (AU and GB only). For ZA, only one tax entry is allowed.
billable Optional boolean Set to true to have the transaction billable to the current project. (Default: false)

customfield

Name Required Type Description
customfieldname Optional string Custom field ID
customfieldvalue Optional varies Custom field value. For a multi-pick-list custom field, implode multiple field values with #~#.

taxentry (AU, GB, ZA only)

Specifies a tax rate (defined in the system) and a manually calculated tax for the charge card line.

Name Required Type Description
detailid Required string Unique ID of a tax detail with the tax rate to use
trx_tax Optional currency Transaction tax, which is a manually calculated value to override the calculated value for the tax. The amount of the tax line is automatically included in the transaction amount (trx_amount).

Reverse Charge Card Transaction (Legacy)

reverse_cctransaction

<reverse_cctransaction key="132">
    <datereversed>
        <year>2017</year>
        <month>01</month>
        <day>31</day>
    </datereversed>
    <memo>Wrong card used</memo>
</reverse_cctransaction>

Parameters

Name Required Type Description
key Required string Transaction RECORDNO to reverse
datereversed Required object Reverse date
memo Optional string Memo

datereversed

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

Get Charge Card Transaction Line Object Definition

lookup

List all the fields and relationships for the charge card transaction line object:

<lookup>
    <object>CCTRANSACTIONENTRY</object>
</lookup>

Parameters

Name Required Type Description
object Required string Use CCTRANSACTIONENTRY

List Charge Card Transaction Lines

query

List the record number and description for each charge card transaction line:

<query>
    <object>CCTRANSACTIONENTRY</object>
    <select>
        <field>DESCRIPTION</field>
        <field>RECORDNO</field>
    </select>
</query>

Parameters

Name Required Type Description
object Required string Use CCTRANSACTIONENTRY
select Required sequence One or more field names and an optional aggregate function such as count or sum. Returning all fields is not supported.
filter Optional object Query filter expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, VENDOR.CREDITLIMIT on APBILL).
orderby Optional object Provide an order element with a field name and choose an ascending or descending sort order, for example:
<order>
        <field>RECORDNO</field>
        <descending/>
</order>
options Optional object Set the caseinsensitive element to true for a case-insensitive query:
    <caseinsensitive>true</caseinsensitive>
In a multi-entity company, set the showprivate element to true to query data in private entities:
   <showprivate>true</showprivate>
pagesize Optional integer Custom page size between 1 and 2000 items (Default: 100)
offset Optional integer Point at which to start indexing into records (Default: 0)

List Charge Card Transaction Lines (Legacy)

readByQuery

<readByQuery>
    <object>CCTRANSACTIONENTRY</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>

Parameters

Name Required Type Description
object Required string Use CCTRANSACTIONENTRY
fields Optional string Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.
query Required string SQL-like query based on fields on the object. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND, OR. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes ('Jane\'s Deli'). Joins are not supported.
pagesize Optional integer Custom page size between 1 and 1000 items (Default: 100)

Get Charge Card Transaction Line

read

<read>
    <object>CCTRANSACTIONENTRY</object>
    <keys></keys>
    <fields>*</fields>
</read>

Parameters

Name Required Type Description
object Required string Use CCTRANSACTIONENTRY
keys Required string Object RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.

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