Create fund

Create a new fund. A linked equity account named after the fund is created with the given account number and category. Returns the id and name of the new fund.

Required permission: Accounting Settings

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Body Params

The details of the fund

string | null
required

The fund's name.

string | null
required

The fund's display color, as a hex value.

boolean

Whether the fund is active. New funds are always created active.

int32 | null

The account number of the fund's linked equity account. Must be unique.

category
object | null

The category of the fund's linked equity account. On writes, provide the id or code.

startingBalances
array of objects | null

The starting balances entered for the fund, one per asset or liability account. On writes, the list replaces the existing unreconciled starting balances; omitting it removes them.

startingBalances
Headers
string
enum
Defaults to application/json

Generated from available response content types

Allowed:
Responses

401

Authentication is required, or the Ocs-Api-Key header is missing or invalid.

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