codat-sync-for-payables 2.0.0

Streamline your customers' accounts payable workflow.

Sync for Payables

Streamline your customers' accounts payable workflow.

SDK Installation

pip install codat-sync-for-payables

Example Usage

import codatsyncpayables
from codatsyncpayables.models import operations, shared
from decimal import Decimal

s = codatsyncpayables.CodatSyncPayables(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

req = operations.CreateAccountRequest(
    account=shared.Account(
        currency='USD',
        current_balance=Decimal('0'),
        description='Invoices the business has issued but has not yet collected payment on.',
        fully_qualified_category='Asset.Current',
        fully_qualified_name='Cash On Hand',
        id='1b6266d1-1e44-46c5-8eb5-a8f98e03124e',
        metadata=shared.Metadata(),
        modified_date='2022-10-23T00:00:00.000Z',
        name='Accounts Receivable',
        nominal_code='610',
        source_modified_date='2022-10-23T00:00:00.000Z',
        status=shared.AccountStatus.ACTIVE,
        supplemental_data=shared.SupplementalData(
            content={
                "Money": {
                    "blue": 'shred',
                },
            },
        ),
        type=shared.AccountType.ASSET,
        valid_datatype_links=[
            shared.AccountValidDataTypeLinks(
                links=[
                    'abnormally',
                ],
            ),
        ],
    ),
    company_id='8a210b68-6988-11ed-a1eb-0242ac120002',
    connection_id='2e9d2c44-f675-40ba-8049-353bfcb5e171',
)

res = s.accounts.create(req)

if res.create_account_response is not None:
    # handle response
    pass

Available Resources and Operations

accounts

• create - Create account
• get - Get account
• get_create_model - Get create account model
• list - List accounts

bill_credit_notes

• create - Create bill credit note
• get - Get bill credit note
• get_create_update_model - Get create/update bill credit note model
• list - List bill credit notes
• update - Update bill credit note

bill_payments

• create - Create bill payments
• delete - Delete bill payment
• get - Get bill payment
• get_create_model - Get create bill payment model
• list - List bill payments

bills

• create - Create bill
• delete - Delete bill
• delete_attachment - Delete bill attachment
• download_attachment - Download bill attachment
• get - Get bill
• get_attachment - Get bill attachment
• get_create_update_model - Get create/update bill model
• list - List bills
• list_attachments - List bill attachments
• update - Update bill
• upload_attachment - Upload bill attachment

companies

• create - Create company
• delete - Delete a company
• get - Get company
• list - List companies
• update - Update company

company_info

• get_accounting_profile - Get company accounting profile

connections

• create - Create connection
• delete - Delete connection
• get - Get connection
• list - List connections
• unlink - Unlink connection

journal_entries

• create - Create journal entry
• get_create_model - Get create journal entry model

journals

• create - Create journal
• get - Get journal
• get_create_model - Get create journal model
• list - List journals

manage_data

• get - Get data status
• get_pull_operation - Get pull operation
• list_pull_operations - List pull operations
• refresh_all_data_types - Refresh all data
• refresh_data_type - Refresh data type

payment_methods

• get - Get payment method
• list - List payment methods

push_operations

• get - Get push operation
• list - List push operations

suppliers

• create - Create supplier
• get - Get supplier
• get_create_update_model - Get create/update supplier model
• list - List suppliers
• update - Update supplier

tax_rates

• get - Get tax rate
• list - List all tax rates

tracking_categories

• get - Get tracking categories
• list - List tracking categories

Pagination

Some of the endpoints in this SDK support pagination. To use pagination, you make your SDK calls as usual, but the returned response object will have a Next method that can be called to pull down the next group of results. If the return value of Next is None, then there are no more pages to be fetched.

Here's an example of one such pagination call:

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