Dualentry – Gotchas

DualEntry scopes bill payments by company. Pass the x-apideck-company-id header (or set a Default Company on the connection) to return only records belonging to that company within the tenant. Without it, records across all companies in the tenant are returned.

DualEntry scopes bills by company. Pass the x-apideck-company-id header (or set a Default Company on the connection) to return only records belonging to that company within the tenant. Without it, records across all companies in the tenant are returned.

DualEntry scopes credit notes by company. Pass the x-apideck-company-id header (or set a Default Company on the connection) to return only records belonging to that company within the tenant. Without it, records across all companies in the tenant are returned.

DualEntry customers are org-level master data and are not scoped to any company. The x-apideck-company-id header has no effect on customer list or lookup results — all customers belong to the organisation, not to individual subsidiary companies.

DualEntry scopes expenses by company. Pass the x-apideck-company-id header (or set a Default Company on the connection) to return only records belonging to that company within the tenant. Without it, records across all companies in the tenant are returned.

DualEntry requires company_id, supplier (vendor_id), account (account_number), and currency (currency_iso_4217_code) when creating a direct expense, even though these fields are optional in the unified schema.

DualEntry requires company_id, supplier (vendor_id), account (account_number), and currency (currency_iso_4217_code) when updating a direct expense, even though these fields are optional in the unified schema.

Invoice items (the product catalog) are tenant-wide in DualEntry and cannot be scoped by company. The x-apideck-company-id header is accepted but has no effect — all items across the tenant are returned regardless of the company ID.

Creating an item requires code (used as the DualEntry SKU) and an income account (income_account.id). Omitting code returns 400 ... missing sku.

DualEntry scopes invoices by company. Pass the x-apideck-company-id header (or set a Default Company on the connection) to return only records belonging to that company within the tenant. Without it, records across all companies in the tenant are returned.

Posted invoices (status: posted) require due_date, an invoice-level memo (customer_memo, or reference as a fallback), and a description on every line item. Omitting any of these returns 400 ... Required for posted records. A company must also be resolved — supplied by the connection's Default Company setting, the x-apideck-company-id header, or company_id in the body (any one suffices). Draft invoices (status: draft) have none of these requirements.

DualEntry scopes journal entries by company. Pass the x-apideck-company-id header (or set a Default Company on the connection) to return only records belonging to that company within the tenant. Without it, records across all companies in the tenant are returned.

Ledger accounts (the chart of accounts) are tenant-wide in DualEntry and cannot be scoped by company. The x-apideck-company-id header is accepted but has no effect — all accounts across the tenant are returned regardless of the company ID.

DualEntry scopes payments by company. Pass the x-apideck-company-id header (or set a Default Company on the connection) to return only records belonging to that company within the tenant. Without it, records across all companies in the tenant are returned.

Apply a payment to an invoice via allocations[]: each allocations[].id is the target invoice's id (its DualEntry invoice number) and allocations[].amount the amount applied. This is what drives the invoice's derived status (partially_paid / paid). A memo (note) is required. Use status: authorised to post the payment — posted is not an accepted value (allowed: draft, authorised, rejected, paid, voided, deleted). Payments created with status: draft succeed but do not affect the invoice balance or status; only posted (authorised) payments move the balance.

DualEntry scopes purchase orders by company. Pass the x-apideck-company-id header (or set a Default Company on the connection) to return only records belonging to that company within the tenant. Without it, records across all companies in the tenant are returned.

DualEntry suppliers are org-level master data and are not scoped to any company. The x-apideck-company-id header has no effect on supplier list or lookup results — all suppliers belong to the organisation, not to individual subsidiary companies.

DualEntry returns the Product Tax Code catalog (e.g. TAXABLE - System, NON_TAXABLE - System, plus Avalara codes) from /public/v2/product-tax-codes. These are categorical tax codes, not rate-based — effective_tax_rate and total_tax_rate are always 0. Use the returned id and code to reference the tax on invoice-items (sales_details.tax_rate.id).

Read-only catalog: add, update, delete are not exposed in this release. Global system-managed codes are list-only and return 403 on GET /tax-rates/{id}; org-scoped codes (when present) support get-by-id.

The product tax code catalog is tenant-wide and cannot be scoped by company. The x-apideck-company-id header is accepted but has no effect on the returned catalog.