See Also

ObjAcct.Framework.WebServices Assembly

See Also ObjAcct.Framework.WebServices Send comments on this topic.

ObjAcct.Framework.WebServices Namespace

XML web service classes.

Inheritance Hierarchy

Classes

ClassDescription
AccountAllocationWebService Web service to manage the AccountAllocation entity.

AccountCategoryWebService Web service to manage the AccountCategory entity.  Account Categories are used to group Accounts with the same AccountType for reporting purposes.

AccountClassValidationWebService Web service to manage the Account Class entity.  Account Classes are used to validate account-class combinations in a user-interface.

AccountDistributionWebService Web service to manage the Account Distribution entity.

AccountWebService Web service to manage the Account entity.  Used to view and edit Accounts that you have entered into ObjAcct.  Accounts are the grouping of assets, liabilities, equity, income and expenses that drive your financial statements.

AddressTypeWebService Web service for managing address type entities.  ObjAcct creates several address types including Bill To, Entity, Purchase From, Remit To and Ship To.

AddressWebService Web service to retrieve Addresses and address lists.  Addresses are managed in the entity classes in which they are used and are supported in the following entity classes: Account, Customer, Employee, Job, OtherName, Vendor.

AffiliateWebService Web service to manage the Affiliate entity.  Affiliate companies are other ObjAcct companies that you wish to consolidate data and report with the current ObjAcct company data.

AssetTypeWebService Web service to classify the assets being tracked by a company.  Asset types are used to classify your assets in defined categories.

Examples of asset types are equipment, land, buildings, vehicles, and computers.

AssetWebService Used to track asset information (property or equipment) for a company.

BankFeeWebService Used to identify interest earned and service charges that appear on your financial statements and assign a default general ledger account to these items for use in the Reconciliation activity.

Examples of bank fees are:

 · Interest Earned - Interest may be earned savings, checking or money market bank accounts.

 · Finance Charge - A finance change may be applied to a credit card account.

 · Service Charge - A service charge may appear on the bank statement for checking or savings accounts.

BaseWebService  
BatchWebService Web service to manage Batches.  Provides a mechanism to approve batches of business documents for release and posting to general ledger account balances and customer or vendor account balances.

Box1099WebService Web service to manage the Box1099 entity.  Manages IRS Form 1099 box numbers, income type descriptions and threshold amounts for 1099 returns for the current tax year.

BudgetTypeWebService Many businesses establish budgets at the beginning of each fiscal year and then based on business performance or changes, revise budgets at some point in the year.  Budget Type provides the ability to maintain original budget amounts and establish a revised budget(s) for each account, class and fiscal year combination.

BudgetWebService Web service to manage the Budget entity.  Create budgets for accounts used to anticipate upcoming expenditures and income.  Budgets are stored by fiscal year and can be stored for any number of years and for any account/class combination.  A budget owner or employee who has budgetary responsibility for a given account or accounts can also be stored.

CheckWebService Web service to manage Check documents.  Used when you have a vendor invoice that you want to enter and pay at the same time.  The check can be one that was handwritten and needs to be recorded, or one that you wish to print.   If you want to enter vendor invoices and memos to be paid at some later date, use VendorBill web service.

The Check web service does not update vendor open balances or AP accounts as they immediately reduce the balance of one of your bank accounts.  Only documents saved using Vendor Bill web service, or checks generated in VendorPayment web service decrease or increase vendor balances.

ClassWebService Web service to manage the Class entity.  The use of classes is optional.  Classes are used to organize and categorize your accounts.  Classes are used in conjunction with accounts and sub-accounts and can denote departments, divisions, sales regions or teams, cost centers or revenue centers.

CloneWebService Web service containing functions specific to the cloning process.

CommonWebService Miscellaneous functions.

CompanyWebService Web service to manage companies.  All ObjAcct transactions for a company are stored and organized within an ObjAcct "Company".

ContactLeadWebService Web service used to manage the ContactLead entity.

ContactWebService Web service used to manage the Contact entity.

CountryWebService Web service to manage the Country entity.  Used when assigning Addresses.

CreditCardWebService Web service to manage CreditCard documents.  Used to record charges made to a credit card.

CurrencyRateTypeWebService Currency rate types represent the time period of a rate. Examples of rate types are daily, end of month, etc.

CurrencyRateWebService Currency rates are the exchange rates between two currencies as a specific date and rate type.

CurrencyWebService Currency is used to store information about the money used for business transactions in various countries.

CustomerInvoiceWebService Web service to manage CustomerInvoice documents.  Used to create a document recording sales transactions with customers.

CustomerMessageWebService Web service to manage the CustomerMessage entity.  Used to create standard text messages to print on customer invoices and credit memos.

CustomerPaymentWebService Web service to manage the CustomerPayment documents.  Used to enter payments made against customer invoices and credit memos created using the CustomerInvoice web service.  Also used to apply credit memos and payments that were received earlier but that were unable to be matched against invoices at that time.

CustomerSalespersonWebService Customer salespersons are the representatives within your organization who are handling the associated customer's account.

CustomerTypeWebService Web service to manage the CustomerType entity.  Used to break organize customers into defined categories.

CustomerWebService Customers are the clients that you bill for products or services.  Customers are required to create invoices, credit memos and the documents that pay them in CustomerPayment.  Customers can also be used to identify journal entry lines and for deposits.

CustomizationWebService Web service to manage Customization scripts, and allows you to add custom fields to the information that ObjAcct already tracks about your accounts, customers, vendors, employees, other names, jobs, company setup, and the items you purchase and sell.

CustomReportWebService Web service to manages the CustomReport entity.

DashboardItemWebService Web service to manage the DashboardItem entity.  DashPoints are added to Dashboards as DashboardItems.

DashboardWebService Web service to manage the Dashboard entity.  Dashboards contain DashboardItems.  DashboardItems are instances of configured DashPoints.

DashPointWebService Web service to manage the DashPoint entity.  DashPoints are snapshots of key business information that can help you run your business better.  DashPoints are grouped together using the Dashboard and DashboardItem web services.  DashPoints are added to Dashboards as DashboardItems.

DepositWebservice Web service to manage Deposit documents.  Used to record bank deposits for receipts that do not pay customer invoices.

DocumentBaseWebService  
DocumentFormatWebService Document Formats are the identifiers that you assign to the various customer invoice and check formats that you need to print out of ObjAcct. 

If your company only has one customer invoice format or only one check format, you can setup the default values using the Company web service. 

If you have more than one customer invoice format, you can assign invoice formats to jobs and customers using the Customer and Job web services. The invoice format assigned to a job will override the invoice format assigned to a customer.

EmployeeWebService Employees are used to describe the people who work for your organization. Employees can be selected as payees when using the Check web service, you can receive funds from an employee with the Deposit web service, or reference an employee with the Journal Entry web service.

EntityBaseWebService  
EntityTypeWebService Web service used to manage the EntityType entity.

Form1099WebService Used to map 1099 Box numbers to a specific 1099 Form. You can declare income type descriptions and threshold amounts for 1099 returns for the current tax year.

Currently ObjAcct supports the printing of 1099-MISC forms. In the future, support for other types of 1099s (INT, DIV, R) will be provided and the 1099 Form Setup is used to identify the 1099 Box numbers that correspond to each box number on a respective 1099 form.

ImageWebService Web service to manage the Image entity.

ItemAdjustmentWebService Web service to manage ItemAdjustment documents.  Used to record changes to the quantity and or dollar balance of items stocked in inventory that result from damage, theft or shrinkage other than standard sales or purchases.  ObjAcct automatically reduces inventory quantities and value when you sell products and increases inventory quantities and value when your receive items into inventory.

ItemCategoryWebService Web service used to manage the ItemCategory entity.

ItemCostWebService ItemCost identifies the per unit cost for a given item as at a specific site, warehouse location or lot.

ItemLotSerialWebService Web service used to manage the ItemLotSerial entity.

ItemReceiptWebService Web service used to manage the ItemReceipt entity.

ItemSalesPriceWebService Web service to manage the ItemSalesPrice entity.  Used to setup and define multi-level tiered pricing for stock items.  Pricing tiers are setup and maintained in the PriceLevel web service.

ItemSaleWebService Web service to manage ItemSale documents.  Used to record the issuing of inventory to a job from inventory or another job and the return of inventory previously issued to a job.

ItemSiteLocationWebService Web service used to manage the ItemSiteLocation entity.

ItemSiteWebService ItemSite is used to maintain the costs and quantities for an item at a specific physical location.

ItemWebService Web service to manage the Item entity.  Products and services sold by the company.  Used on Invoices and Credit Memos.

JobBillingRateWebService Job billing rates are the amounts billed to customers for the associated job.

JobBudgetWebService Job budget is used to store the estimated expenses and revenues associated with the job.

JobStatusWebService Web service used for creating and managing JobStatus entities.

JobTaskWebService Job tasks are the specific pieces of work to be done for the associated Job.

JobTypeWebService Web service to manage the JobType entity.  Used to organize jobs into defined categories.

JobWebService Web service to manage the Job entity.  Projects or Tasks that are performed for customers.  Customers are billed for the products or services associated with the job.

JournalWebService Web service to manage the Journal entity.  Used to adjust account balances without creating an accounting document such as a check, invoice or bill.  Journal entries use a debit and credit format.

KeyDefinitionWebService These segmented codes can increase the efficiency of referencing and reporting information by allowing each code segment to fulfill a specific record identification purpose.

For example, classes might be separated into segments with each segment used to identify a particular aspect of sales. This 7-character class, 02-550-DD, may be separated into three segments that identify a specific division (02), department (550) and location (DD).

KeySegmentValidationWebService KeySegmentValidation is used to define tables of possible values for key definition segments entered using the KeySegmentDefinition web service.

LeadSourceWebService Lead source is used to store identifies for analyzing the origin of sales opportunities.

LeadStatusWebService LeadStatus is used to indicate the sales cycle or viablility of the associated lead.

LeadWebService Lead is used to store an identifiable sales opportunity.

LoginWebService Web service to manage login and authentication credentials.

MemoWebService Used for creating and managing memo entities.

MetricWebService Web service to retrieve certain business metrics.

ObjAcctSoapHeader  
OpportunityStageWebService Used for creating and managing OpportunityStage entities.

OthernameWebService Web service to manage the OtherName entity.  Used to describe names other than customers or vendors.

PaymentMethodWebService Web service to manage the PaymentMethod entity.  Used to categorize the various ways that customers pay their bills.

PayrollItemWebService Web service to manage the Payroll Item entity.

PriceLevelWebService Web service to manage the PriceLevel entity.  Used to establish various pricing categories for products that are based on an increase or reduction from the standard price.  Price levels can be assigned to customers to provide discounted prices to specific customers or charge a premium to others, possibly based on volume of business.

PurchaseOrderWebService Web service to manage PurchaseOrder documents.  Used to record the quantities, descriptions, prices, and vendor for merchandise or items to be purchased.

ReasonCodeWebService Reason codes are used to group or categorize documents by business purpose or financial impact. For example, a reason code may be ADJYR, for year end adjustments or SUPPLIES for office supplies.

ReconciliationWebService Reconciliation is used to verify that the transactions you have entered in ObjAcct match the transactions processed and recorded by your financial institution(s) for your bank or credit card accounts. You should perform a reconciliation on each account for which you receive a financial statement.

When you begin using ObjAcct, you should enter an Opening Balance Statement to establish a beginning balance for each account to be reconciled by following these steps:

Modifications may be made only to the most recent reconciliation statement. For example, if you reconciled an account for May, you may not go back and modify April's reconciliation, without deleting May's reconciliation.

ReportDataWebService Web service used to retrieve data for generating reports.
ReportRowWebService Web service to manage the ReportRow entity.

ReportWebService Web service to retrieve XML reports.

RequisitionWebService Used for creating and managing requisition documents.

ResourceWebService Web service to manage the Resource web service.  Used to store values for use in Customization.

RetainedEarningsMappingWebService Used to map income and expense accounts to a specific retained earnings account and class when the fiscal year-end closing process is run.

RolePolicyWebService Used for creating and managing role policy entities.

SalespersonWebService Web service to manage the Salesperson entity.  People that you have employed to sell your company's goods and services

SalesTaxGroupWebService Web service to manage the SalesTaxGroup entity.  Combines multiple sales taxes into a tax group and enables you to apply them to an invoice, or to a credit memo all at one time.

SalesTaxItemCategoryWebService Used for creating and managing the SalesTaxItemCategory entity.

SalesTaxRateHistoryWebService Used for creating and managing the SalesTaxRateHistory entity.

SalesTaxWebService Web service to manage the SalesTax entity.  The taxes and tax groups you create can be applied to your customers' taxable subtotals in CustomerInvoices and CreditMemos.

ScheduleWebService Used for creating and managing the Schedule entity.

ShippingMethodWebService ShippingMethods are used to define the modes of transporting goods that you ship and receive in your business.

SiteLocationWebService Web service used to manage the SiteLocation entity.

SiteWebService Used for creating and managing the Site entity.

SystemApplicationWebService Web service to manage the SystemApplication entity.

SystemBadLoginLogWebService Web service to manage the SystemBadLogin entity.

SystemCompanyWebService Web service to manage the SystemCompany entity.

SystemErrorLogWebService Web service to manage the SystemErrorLog entity.

SystemLanguageWebService Web service to manage the SystemLanguage entity.

SystemMenuWebService Web service to manage the SystemMenu entity.

SystemModuleWebService Web service to manage the SystemModule entity.

SystemPartnerWebService Web service to manage the SystemPartner entity.

SystemProductWebService Web service to manage the SystemProduct entity.

SystemReportWebService Web service to manage the SystemReport entity.

SystemStandardChartWebService Web service to manage the SystemStandardChart entity.  Used to add a chart of accounts to a new company.

SystemThemeWebService Web service to manage the SystemTheme entity.

TaskWebService Used to view and edit all existing tasks that you have entered into ObjAcct. Tasks are used to represent the breakdown of activities for a job.

TaxFormLineWebService Web service to manage the TaxFormLine entity for line items on IRS tax forms.  You can assign a TaxFormLineID to each Account and run a report by TaxFormLineID to assist with income tax preparation.

TermsWebService Web service to manage the Terms entity.  Indicate the interval between the date of a document and when the document is actually due and if any discount is available for early payment.  Used in CustomerInvoice web service and VendorBill web service.

TimeEntryWebService Web service to manage TimeEntry documents.  Used to enter employee, vendor or other name work hours by activity and date.  Customer and job information may also be assigned to individual time entry transactions.

UnitWebService Web service to manage the Unit entity.  The standard basic measurements used to track the quantity of items in your inventory.

UserRoleSecurityWebService Used to apply access rights (Add, Delete, Modify, Post and Read) to UserRoles.

UserRoleWebService Web service to manage the UserRole entity. Used for the purpose of assigning a User the rights to applications by simply assigning a user role, rather than assigning rights to all of the applications individually.

Applies only to applications with a user interface.

UserWebService Web service to manage the User entities that will interact with the company database.

VendorBillWebService Web service to manage the VendorBill entity.  Used to receive an invoice or a credit memo from a vendor and pay the document at a later date.

VendorForm1099WebService Web service to manage the VendorForm1099 entity, allowing you to override the system calculated amounts for a specific 1099FormID and calendar year for a vendor.

VendorPaymentWebService Web service to manage the VendorPayment entity.  Used to manage bills and credit memos previously added using the VendorBill web service for payment by either Check or CreditCard.

VendorTypeWebService Web service to manage the VendorType entity.  Used to categorize Vendors.

VendorWebService Web service to manage the Vendor entity.  Vendors are businesses or individuals that supply and bill you for goods and services.

WriteOffTypeWebService Web service to manage WriteOffType entities.

See Also

ObjAcct.Framework.WebServices Assembly

 

 


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