Invoice Batch |
batch_id |
Batch ID (Invoice History) |
create_date |
Batch Create Date (Invoice History) |
create_by_id |
Created By (Invoice History) |
batch_data |
Currently not used. |
additional_field |
This section contains any additional invoice fields your Autotask administrator has set up in > Admin > Features and Settings > Finance, Accounting & Invoicing > Additional Fields. |
Organization |
account_id |
Unique ID, not displayed |
parent_name |
Parent Organization Name |
creator_name |
User who created the organization in lastname, firstname, middle name format |
narrative_creator_name |
User who created the organization in the culture's narrative format, that is, prefix firstname middle name lastname suffix |
territory_name |
The sales territory the organization is assigned to |
cust_id |
Organization Number displayed in Directory > Organizations |
cust_name |
Organization Name; for billing items associated with a Billing Organization, will display the name of the Billing Organization. |
taxable |
Taxable (Tax Exempt flag from Organization page) |
addr1 |
Address 1 |
addr2 |
Address 2 |
city |
City |
account_region |
State |
country |
Country |
postal_code |
Zip Code |
phone |
Phone |
fax |
Fax |
attention |
Bill To Address: Attention (Invoice Settings) |
billing_addr1 |
Billing Address 1 (Invoice Settings) |
billing_addr2 |
Billing Address 2 (Invoice Settings) |
billing_city |
Billing City (Invoice Settings) |
billing_region |
Billing State (Invoice Settings) |
billing_country |
Billing Country (Invoice Settings) |
billing_postal_code |
Billing Zip Code (Invoice Settings) |
billing_attention |
Billing Attention (Invoice Settings) |
tax_id |
Billing Tax ID (Invoice Settings) |
tax_group_name |
Billing Tax Region (Invoice Settings) |
parent_id |
Organization ID of the parent organization |
payment_term_name |
The number of days when the invoice will be due, from the invoice create date |
account_invoice_email_recipient |
Email address of the selected email recipients, except Account Manager, separated with a comma, ordered alphabetically (ascending) |
UDF |
One or more account related fields that display as <UDF> <UDF/> and include the account_id and field name as well as the value. |
Invoice |
invoice_id |
System-generated number when invoice is processed. Appears on the invoice when the invoice does not contain an Invoice Number. |
account_id |
Unique ID. Not displayed. |
owner_name |
Invoice creator (Invoice History) |
narrative_owner_name |
Invoice creator in the culture's narrative format, that is, prefix firstname middle name lastname suffix |
invoice_date |
Invoice Date (Invoice History) |
entry_time_stamp |
Date and Time the Invoice was created. |
invoice_number |
Number automatically generated based on autonumber system setting or manually entered by the user. |
comments |
Invoice Notes |
invoice_total |
Total on the invoice |
total_tax_value |
Tax Total on the invoice |
tax_description |
not used |
tax_group |
not used |
date_range_from |
Date Range From (Process Selected Invoices page) |
date_range_to |
Date Range To (Process Selected Invoices page) |
purchase_order_number |
PO Number (Invoiced items with the purchase order number assigned) |
payment_term_name |
Payment Term (Invoice Template) |
batch_id |
Invoice Batch ID (Invoice History) |
invoice_transferred_flag |
Has Invoice been exported (Yes/No) |
invoice_transferred_date |
Date invoice was exported |
payment_due_date |
Date calculated from the date the invoice was created and the payment terms associated with this customer (found on the Invoice Settings page) |
business_division_subdivision_name |
The division > line of business pairing associated with the invoice. This field is only populated if all invoice items on the invoice have the same line of business. |
Taxes |
tax_region_name |
Name of the tax region the organization is associated with |
tax_category_name |
Name of the tax category the billing item is associated with |
total_tax_rate_per_category_and_region |
Tax rate for the selected tax category in the selected tax region |
total_tax_amount |
Amount of tax charged for the selected tax category in the selected tax region |
Invoice Item |
invoice_item_id |
Unique ID for the line item for the invoice batch |
invoice_id |
System-generated number when invoice is processed. Appears on the invoice when autonumbering system setting is not turned on. |
item_name |
Invoice Item Name (Items to Invoice) |
item_id |
Invoice Item External Product number (Items to Invoice) |
item_date |
Date (Items to Invoice) |
adjusted_item_id |
|
type_of_transaction |
Billing item type (Invoice) |
allocation_code_name |
Billing Code name |
allocation_code_external_number |
External Number field on the billing code associated with the item (Work Types and Internal Time Codes) |
allocation_code_non_billable |
Flag on Billing Code |
allocation_code_taxable |
Yes, if the item is taxable and the tax region is taxable, even if the tax rate is 0%. No if the item or region are non-taxable. |
task_or_ticket_number |
Task Number (Projects) or Ticket Number (Tickets) |
task_or_ticket_title |
Task Title (Task page) or Ticket Title (Ticket page) |
ticket_contact |
Contact (Ticket page) |
narrative_ticket_contact |
Contact (Ticket page) in the culture's narrative format, that is, prefix firstname middle name lastname suffix |
adjustment_reason |
Reason why an adjustment was made |
resource_name |
Resource (Ticket) or Resource Name (Task) of the person who worked in the ticket or task |
narrative_resource_name |
Resource (Ticket) or Resource Name (Task) of the person who worked in the ticket or task, in the culture's narrative format, that is, prefix firstname middle name lastname suffix |
resource_payroll_identifier |
Payroll identifier (Resource HR tab) |
role_name |
Role (Enter Time) |
department |
Department (Resource) |
project_name |
Project Name (Project Summary) |
project_lead |
Project Lead (Project Resources) |
narrative_project_lead |
Project Lead (Project Resources) in the culture's narrative format, that is, prefix firstname middle name lastname suffix |
external_project_number |
External project Name (Project Summary) |
internal_project_number |
The Autotask project number |
gl_code_name |
General Ledger Account Name referenced on the billing code |
gl_code_desc |
Description (General Ledger Accounts) |
contract_name |
Contract Name |
external_contract_number |
External contract number entered in the Contract Wizard |
worked_hours |
Worked Hours (Enter Time) |
non_billable_hours |
Non-billable Hours (normally do not appear on invoices) |
billable_hours |
Billable Hours (Invoice) |
hourly_billing_rate |
Role Rate as it appears (Invoice) |
extended_price |
Calculated field (Hours x Role Rate) |
time_entry_summary_notes |
Summary Notes (Enter Time) |
quantity |
Number of units billed for this line item, in decimal format.
NOTE When a parent/sub-organization relationship exists and the invoice was billed to the parent organization, the Sage XML output will display the parent organization name and address information instead of the sub-organization’s name and address.
If items have not been invoiced, the Sage export XML displays the sub-organization name and address. |
expense_type |
Expense Category |
installed_product_name |
Product Name (Subscriptions) |
installed_product_id |
ID number for the installed product associated with the Subscription described below |
subscription_name |
Subscription Name (Subscriptions) |
subscription_desc |
Description (Subscriptions) |
subscription_cost |
Your company's cost for the subscription |
milestone_title |
Name (Milestones) |
milestone_description |
Description (Milestones) |
milestone_amount |
Amount (Milestones) |
service_or_bundle_id |
ID number of a service or service bundle |
service_name |
Service Name (Services) |
service_invoice_description |
The service description to be used on the invoice. Can be modified when services are added to a contract. |
service_units |
Quantity (Contracts) |
service_unit_price |
Unit Price (Contracts) |
service_extended_price |
Unit Price x Number of Unites (period price for the recurring services) (Contracts) |
service_period_start_date |
The date a service period started |
service_period_end_date |
The date a service period ended |
setup_fee |
An optional administrative fee charged one time to cover set up costs for recurring service contracts |
billing_approved_by |
User who approved the billing item (Approve and Post) |
narrative_billing_approved_by |
User who approved the billing item (Approve and Post) in the culture's narrative format, that is, prefix firstname middle name lastname suffix |
approved_date |
The actual date the user approved the billing item (Approve and Post) |
posted_date |
The "Posted Date" the user entered during the Approve and Post process used for revenue recognition (Approve and Post) |
non_overage_retainer_line_item_tax
|
The amount of tax deducted from the retainer purchase for the tax on this line item
|
gross_amount |
The amount for this line item, excluding tax, if the contract type = retainer; for all other contract types, this will be 0.00). |
contract_type |
Contract type ID |
department_number |
Department number of the default department of the line item owner |
effective_hourly_billing_rate |
Contract role rate (if contract role rate) or Admin role rate (if no contract role rate). |
external_product_id |
External Product ID |
cost_description |
Charge Description |
project_phase |
The phase of the project that included the task, where applicable |
our_cost |
Your company's cost for the invoice item |
expense_description |
Description of the expense category |
line_item_id |
Line item id field displayed on the Autotask customer invoice |
tax_region_and_category_id |
ID for this combination of tax region and tax category |
tax_region_name |
Name of the tax region the organization is associated with |
tax_category_name |
Name of the tax category the billing item is associated with |
total_tax_rate_per_region_and_category |
Tax rate for the selected tax category in the selected tax region |
total_tax_amount |
Amount of tax charged for the selected tax category in the selected tax region |
allocation_code_id |
ID of the billing code |
serial_number |
Serial Number of an item (Project, Ticket or Contract Charges) |
contract_period_type |
The period type specified for the contract: monthly (m), quarterly (q), semi-annually (s), yearly (y) |
service_period_type |
The period type specified for the service: monthly (m), quarterly (q), semi-annually (s), yearly (y) |
account_manager_when_posted |
The account owner of the invoice item at the time it was approved and posted |
business_division_subdivision_name |
The division > line of business pairing associated with the billing item |