Access Financials – Gotchas
Access Financials is a powerful cloud-based accounting and finance software designed to provide businesses with a smarter, more integrated, and scalable way of working.
11 gotchas across 8 resources
These are connector-specific behaviors and limitations to be aware of when integrating.
Credit Notes2 gotchas
creditNotesAllAccess Financials does not expose a total record count in list responses. meta.total_count will not appear.
creditNotesAddAccess Financials creates credit notes as live/posted transactions immediately. Live transactions cannot be updated, so to correct a credit note you must delete it and create a new one.
Customers1 gotcha
customersAllAccess Financials does not expose a total record count in list responses. meta.total_count will not appear.
Invoices2 gotchas
invoicesAllAccess Financials does not expose a total record count in list responses. meta.total_count will not appear.
invoicesAddAccess Financials creates invoices as live/posted transactions immediately. Live transactions cannot be updated, so to correct an invoice you must create a credit note and issue a new invoice.
Ledger Accounts1 gotcha
ledgerAccountsAllAccess Financials does not expose a total record count in list responses. meta.total_count will not appear.
Payments2 gotchas
paymentsAllAccess Financials does not expose a total record count in list responses. meta.total_count will not appear.
paymentsAddAccess Financials creates payments as live/posted transactions immediately. Live transactions cannot be updated, so to correct a payment you must delete it and create a new one.
Suppliers1 gotcha
suppliersAllAccess Financials does not expose a total record count in list responses. meta.total_count will not appear.
Tax Rates1 gotcha
taxRatesAllAccess Financials does not expose a total record count in list responses. meta.total_count will not appear.
Tracking Categories1 gotcha
trackingCategoriesAllAccess Financials does not expose a total record count in list responses. meta.total_count will not appear.