Create an account
Adds an account to the chart of accounts. The account is created in the earliest open fiscal year and carried forward into the fiscal years that follow it, so that it becomes part of the current chart of accounts.
Creating an account
Accounts are created by account number. For example, the following payload adds an expense account for electricity:type explicitly. Account numbers 1000–1999 are assets, 2000–2999 liabilities, 3000–3999 income and 4000–6999 expenses; the ranges 7000–8999 contain both income and expense accounts.
The new account becomes part of the current chart of accounts: it is created in the earliest open fiscal year and carried forward into the fiscal years that follow it.
Foreign currency accounts
To create a bank account in a foreign currency, pass itscurrency. Foreign currency accounts are only allowed in the liquid assets range 1000–1099, and the currency must be enabled in the organisation.Authorizations
API token for authentication. Obtain from your Infinity account settings.
Body
Provide the account to create.
The four-digit account number. Must not be taken yet.
1000 <= x <= 99996410
The name of the account.
1 - 100"Electricity"
The type of the account. If omitted, the type is inferred from the account number according to the Swiss chart of accounts for SMEs (e.g. 1000–1999 are assets, 2000–2999 liabilities, 3000–3999 income, 4000–6999 expenses).
assets, liabilities, income, expense An optional description of what is booked to this account.
500An optional hex colour code used to display the account in the app.
^#[0-9a-fA-F]{6}$"#0746c8"
The 3-character currency code (ISO 4217) for a foreign currency account. Only allowed for liquid assets accounts 1000–1099, and must be a currency that is enabled in the organisation. Defaults to CHF.
3"EUR"
Response
The account was created successfully.
An account of the chart of accounts. Accounts are identified by their account number.