Line Items

The Line Item Sub Data Model is designed to standardise and simplify the representation of individual line items across various accounting documents and platforms.

As a sub data model, it is always referenced by another data model, such as bills or invoices. This structure allows for efficient organisation and retrieval of address information, ensuring a streamlined approach to handling address-related data.

  • Unified line item representation: The model standardises data across different accounting platforms, simplifying access and management of line item information.
  • Multiple data model support: The Line Item data model can be linked from a range of data models, such as bills, invoices, credit notes, expenses, purchase orders, and sales orders, providing a unified structure for diverse use cases.
  • Calculated values: Pre-tax subtotals, tax amounts, and total amounts are included in the data model, streamlining financial calculations and document summaries.

Properties Supported

PropertyTypeDescription
platform_idstringPlatform ID associated with this line item
item_idstringThe platform ID of the item associated with this line item
tax_idstringThe platform ID of the tax associated with this line item
account_idstringThe platform ID of the account associated with this line item
line_item_typeenumThe data model linked to the line item. Values are: BILLS, INVOICES, INVOICE_CREDIT_NOTES, BILL_CREDIT_NOTES, EXPENSES,PURCHASE_ORDERS, SALES_ORDERS, BANK_TRANSACTIONS
line_item_type_idstringThe platform ID of the associated data model
descriptionstringThe description for this line item
quantityfloatThe quantity of the product/service for this line item
unit_amountfloatPrice per unit for this line item
sub_totalfloatThe pre tax total value for this line item
tax_amountfloatThe tax amount for this line item
total_amountfloatThe total value of this line item
tracking_category_idsstring[]
itemItemThe item associated with this line item
tax_rateTax RateThe tax associated with this line item
accountAccountThe account associated with this line item
updated_atdateDate the record was last updated in the accounting platform.