TAccount

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TAccount contains the general information for an account record including the account's allocation amount and limit, used amount, and activity status. This information also includes expense information, default category, posting criteria, and so on.

This table also links to the list of custom fields created for the account categories and other related information contained in other tables.

Object: TAccount (T_ACCOUNT)

Attribute	Database column name	Field in UI	End of path	Bridge	Links to object table:	Data type	Comments	Commonly used in:
								Rules	Temp/Wiz
account Involved Type Before TeamConnect 3.3 SP2: applType Involved IID	INVOLVED_APPL_ TYPE_IID (NUMBER)	Post Account to Involved (Posting Criteria block)	x			Enum	Specifies whether the involved is associated to a specific project or to any project. 1 - Any (ANY) 2 - One (ONE)	x	x
account Overdraft Type Before TeamConnect 3.3 SP2: overdraft TypeIID	OVERDRAFT_TYPE_ IID(NUMBER)	Overdraft Type (General block)	x			Enum	Specifies what happens when there are not enough funds to cover the manual withdrawals , transfers, or automatically posted transactions. 1 - Do not allow negative account (NON NEGATIVE) 2 - Allow negative account (ALLOW_ NEGATIVE) 3- Automatic overdraft protection (OVERDRAFT)	x	x
account Project Type Before TeamConnect 3.3 SP2: applType ProjectIID	PROJECT_APPL_ TYPE_IID (NUMBER)	Post Project to this Account (Posting Criteria block)	x			Enum	Indicates whether to post transaction s associated to a specific project, any project, or a project of a specific category. 1 - Any (ANY_ PROJECT) 2 - One (ONE_ PROJECT) 3 - By Type (BY_TYPE)	x	x
account Vendor Type Before TeamConnect 3.3 SP2: applType VendorIID	VENDOR_APPL_ TYPE_IID (NUMBER)	Post Account to Vendor (Posting Criteria block)	x			Enum	Indicates whether to post transaction s associated to a specific vendor or any vendor. 1 - Any (ANY_ VENDOR) 2 - One (ONE_ VENDOR)	x	x
allocated	TOTAL_ ALLOCATED (NUMBER)	Total Allocated (General block)	x			decimal	Total amount of money allocated to the account through deposits or automatic transfers.	x	x
allocation Limit	ALLOC_ LIMIT (NUMBER)	Allocation Limit (General block)	x			decimal	Total amount of funds allowed to be allocated to the account records as specified by the user.	x	x
accrual	TOTAL_ ACCRUAL (NUMBER)	Total Accruals (General block)	x			decimal	Total amount of accrual invoices that have been posted to this account, to date. Takes into account voids of accrual invoices.	x	x
applProj DetailField -->	APPL_ PROJECT_DETAIL_ FIELD_ID (NUMBER)						Currently not used.
applExpense	APPL_EXPENSE (NUMBER)					number
applExpensePercent	APPL_EXPENSE_PERCENT (NUMBER)					number
applInvcAccrual	APPL_INVC_ACCRUAL (NUMBER)					number
applInvcCreditNote	APPL_INVC_CREDIT_NOTE (NUMBER)					number
applInvcShadow	APPL_INVC_SHADOW (NUMBER)					number
applInvcStandard	APPL_INVC_STANDARD (NUMBER)					number
applInvdExpense	APPL_INVD_EXPENSE (NUMBER)					number
applInvdExpensePercent	APPL_INVD_EXPENSE_PERCENT (NUMBER)					number
applInvdTask	APPL_INVD_TASK (NUMBER)					number
applInvdTaskPercent	APPL_INVD_TASK_PERCENT (NUMBER)					number
applNonUSTax	APPL_NON_US_TAX (NUMBER)					number
applTask	APPL_TASK (NUMBER)					number
applTaskPercent	APPL_TASK_PERCENT (NUMBER)					number
applTotalMatterExpenseTax	APPL_TOTAL_MATTER_EXPENSE_TAX (NUMBER)					number
applTotalMatterFeeTax	APPL_TOTAL_MATTER_Fee_TAX (NUMBER)					number
NonUsTaxDetailPostingIid	NON_US_TAX_DETAIL_POSTING_IID (NUMBER)					number
PreventChildExpePost	PREVENT_CHILD_EXPE_POST (NUMBER)					number
PreventChildLineExpePost	PREVENT_CHILD_LINE_EXPE_POST (NUMBER)					number
PreventChildLineTaskPost	PREVENT_CHILD_LINE_TASK_POST (NUMBER)					number
PreventChildTaskPost	PREVENT_CHILD_TASK_POST (NUMBER)					number
applExpenseCategoryId	APPL_EXPENSE_CATEGORY_ID (NUMBER)					number
applInvdExpCategoryId	APPL_INVD_EXP_CATEGORY_ID (NUMBER)					number
applInvdTaskCategoryId	APPL_INVD_TASK_CATEGORY_ID (NUMBER)					number
applInvolvedId	APPL_INVOLVED_ID (NUMBER)					number
applProjectCategoryId	APPL_PROJECT_CATEGORY_ID (NUMBER)					number
applProjDetailFieldId	APPL_PROJ_DETAIL_FIELD_ID (NUMBER)					number
applTaskCategoryId	APPL_TASK_CATEGORY_ID (NUMBER)					number
applVendorId	APPL_VENDOR_ID (NUMBER)					number
approvalStatusId	APPROVAL_STATUS_ID (NUMBER)					number
docuSourceLocationId	DOCU_SOURCE_LOCATION_ID (NUMBER)					number
forumId	FORUM_ID (NUMBER)					number
applStartOn	APPL_START_ON (NUMBER)					number
autoPost Before TeamConnect 3.3 SP2: isAutoPost	AUTO_ POST (NUMBER)	Allow Posting (General block)	x			boolean	Indicates whether expense, task, and invoice line item transaction s can be posted to the account. 0 - Do not post 1 - Post	x	x
available	TOTAL_ BG_ AVAILABLE (NUMBER)	Balance (General block)	x			decimal	Account balance, which results from the following equation: allocated - used = available
categories --> Before TeamConnect 3.3 SP2: detailList -->	n/a		x	x	EAcctDetail In Object Navigator, links to Category list which appears in the UI only.		8 The list of categories added to the current object. --> In the object model, the added categories link to the values that have been added for custom fields, according to field type. --> In Object Navigator, this attribute is enhanced. It links to a list of all categories defined for the object definition, rather than those added to the current object. From there, you can select a category and traverse to the list of custom fields that belong to it.
createdBy -->	CREATED_BY_ID (NUMBER)	Created By (Security block)	x	x	YUser	object	8 User who created the account. --> Links to specific information about the user account.
createdOn	CREATED_ON (DATE)	Created On (Security block)	x			date	Date and time the account was created.		x
createdOnBehalfOf	CREATED_ON_ BEHALF_ OF_ID			x	TContact	object	When not null, it indicates that the record was created through an e-billing system or other external application. The contact referenced will often be a vendor in TeamConnect.	X
default Category -->	DEFAULT_CATEGORY_ ID (NUMBER)	Default Category (indicated by a blue diamond - Categories block)	x	x	YRecently Viewed Record	object	8 Default category for the account. --> Links to the definition information of the category.
document Folder-->	DOCUMENT_FOLDER_ID (NUMBER)	Documents block		x	TDocument	object	Links to specific information about the document folder.
EndOn Before TeamConnect 3.3 SP2: applEndOn	APPL_ END_ON (DATE)	Period ends on: (General block)	x			date	Specifies the date after which transactions cannot be posted to the account.	x	x
expense Category --> Before TeamConnect 3.3 SP2: applExpe Category -->	APPL_ EXPENSE_CATEGORY_ID (NUMBER)	Post Expenses of Category (Posting Criteria block)	x	x	YRecently Viewed Record	object	8 Expense category specified as the posting criterion for the account.	x	x
expense Percent Before TeamConnect 3.3 SP2: applExpe Percent	APPL_ EXPENSE _PERCENT (NUMBER)	Expense Percent (Posting Criteria block)	x			decimal	Percentage of the total expense amount allowed to be posted to the account.	x	x
group AccessList-->	n/a			x	EAcctGroup Access		Links to the group security information entered through the Security block of the record.
historyList -->	n/a	History tab	x	x	THistory		8 The list of all histories that are added to the account record. --> Links to specific history information for all of the account's history records.	x
active Before TeamConnect 3.3 SP2: iisActive	STATUS_ IID (NUMBER)	Status (General block)	x			boolean	Indicates whether the account is currently active or inactive. 0 - Inactive 1 - Active	x	x
allow Expense Before TeamConnect 3.3 SP2: iisAppl Expense	APPL_ EXPENSE (NUMBER)	Post Expenses to this Account (Posting Criteria block)	x			boolean	Indicates whether expense transactions can be posted to the account. 0 - Do not post 1 - Post	x	x
allow Invoice Expense Before TeamConnect 3.3 SP2: iisApplLineExpense	APPL_ INVD_ EXPENSE (NUMBER)	Post Invoice Expenses to this Account (Posting Criteria block)	x			boolean	Indicates whether invoice line item transactions of type Expense can be posted to the account. 0 - Do not post 1 - Post	x	x
iallow Invoice Task Before TeamConnect 3.3 SP2: isApplLineTask	APPL_ INVD_ TASK (NUMBER)	Post Invoice Tasks to this Account (Posting Criteria block)	x			boolean	Indicates whether invoice line item transactions of type Task can be posted to the account. 0 - Do not post 1 - Post	x	x
allowTask Before TeamConnect 3.3 SP2: iisAppl Task	APPL_ TASK (NUMBER)	Post Tasks to this Account (Posting Criteria block)	x			boolean	Indicates whether task transactions can be posted to the account. 0 - Do not post 1 - Post	x	x
invoice Expense Category --> Before TeamConnect 3.3 SP2: applLine Expe Category -->	APPL_ INVD_EXP_CATEGORY_ID (NUMBER)	Post Invoice Expense of Category (Posting Criteria block)	x	x	YRecently Viewed Record	object	8 Expense category for an invoice line item that is specified as the posting criterion for the account. --> Links to the definition information of the category.	x	x
invoice Expense Percent Before TeamConnect 3.3 SP2: applLine Expe Percent	APPL_ INVD_ EXPENSE_PERCENT (NUMBER)	Invoice Expense Percent (Posting Criteria block)	x			decimal	Percentage of the total expense line item amount allowed to be posted to the account.	x	x
invoice Task Category Before TeamConnect 3.3 SP2: applLine Task Category -->	APPL_ INVD_ TASK_ CATEGORY_ID (NUMBER)	Post Invoice Tasks of Type (Posting Criteria block)	x	x	YRecently Viewed Record	object	8 Task category for an invoice line item that is specified as the posting criterion for the account. --> Links to the definition information of the category.	x	x
invoice Task Percent Before TeamConnect 3.3 SP2: applLine Task Percent	APPL_ INVD_ TASK_ PERCENT (NUMBER)	Invoice Task Percent (Posting Criteria block)	x			decimal	Percent of the task invoice line item allowed to be posted to the account. Note: This column is populated only when allow Invoice Task is set to 1.	x	x
applInvc NonUSTaxType-->	APPL_NON_US_TAX_TYPE (NUMBER)	Non-US Tax Type		x	LInvcNon USTaxType	object	8 The tax type category associated with the tax amount.	x	x
applInvc NonUSTaxPercent	APPL_ INVC_NON_US_TAX_PERCENT (NUMBER)	Non-US Tax Percent (Posting Criteria block)	x			decimal	Percentage of the total non-US tax amount allowed to be posted to the account.	x	x
involved--> Before TeamConnect 3.3 SP2: appl Involved-->	APPL_ INVOLVED_ID (NUMBER)	This Involved (Posting Criteria block)	x	x	TContact	object	8 The contact involved in the project who is specified as the posting criterion for the account. --> Links to the specific information about the contact object.	x	x
modifiedBy-->	MODIFIED_BY_ID (NUMBER)	Modified By (Security block)	x	x	YUser	object	8 User who most recently modified the account. --> Links to specific information about the user account.
modified On	MODIFIED_ON (DATE)	Modified On (Security block)	x			date	Date and time the account was most recently modified.
name	NAME (VARCHAR2) (250)	Name (General block)	x			string (250)	Name used to describe the account.		x
note-->	NOTE_ID (NUMBER)	Notes (General block)		x	JNote	object	Links to the table that contains the text entered into the Notes field of the record.
parent Account-->	PARENT_ ACCOUNT_ID (NUMBER)	Parent Account (General block)	x	x	TAccount	object	8 The account that is specified as the parent of this account. --> Links to specific information about the account record.	x	x
primary Key	PRIMARY_KEY (NUMBER)		x			int	The unique ID of the account record.
project Before TeamConnect 3.3 SP2: applProject	PROJECT_ID (NUMBER)	This Project (Posting Criteria tab)	x	x	TProject	object	8 Project that is specified as the posting criterion for the account. --> Links to specific information about the project record.	x	x
project Category --> Before TeamConnect 3.3 SP2: applProj Category -->	APPL_ PROJECT_CATEGORY_ID (NUMBER)	Post Projects of Type (Posting Criteria block)	x	x	YRecently Viewed Record	object	8 Project category specified as the posting criterion for the account. --> Links to the definition information of the category.	x	x
security TypeIID	SECURITY_TYPEIID (NUMBER)	Security Type (Security block)	x			int	Specifies whether the account is public or private. 0 - Public (PUBLIC) 2 - Private (PRIVATE)
startOn Before TeamConnect 3.3 SP2: applStart On	APP_ START_ON (DATE)	Account period begins (General block)	x			date	Specifies the start date from which transactions can be posted to the account.	x	x
task Category --> Before TeamConnect 3.3 SP2: applTask Category -->	APPL_ TASK_ CATEGOR Y_ID (NUMBER)	Post Tasks of Type (Posting Criteria block)	x	x	YRecently Viewed Record	object	8 Task category specified as the posting criterion for the account. --> Links to the definition information of the category.	x	x
task Percent Before TeamConnect 3.3 SP2: applTask Percent	APPL_ TASK_ PERCENT (NUMBER)	Task Percent (Posting Criteria block)	x			decimal	Percentage of the total task amount allowed to be posted to the account.	x	x
iisApplInvcStandard	APPL_ INVC_ STANDARD (NUMBER)	Post Invoice Type	x			boolean	Indicates whether standard invoices can be posted to the account. 0 - No 1 - Yes	x	x
iisApplInvcAccrual	APPL_ INVC_ ACCRUAL (NUMBER)	Post Invoice Type	x			boolean	Indicates whether accrual invoices can be posted to the account. 0 - No 1 - Yes	x	x
iisApplInvcCreditNote	APPL_ INVC_ CREDIT_ NOTE (NUMBER)	Post Invoice Type	x			boolean	Indicates whether credit notes can be posted to the account. 0 - No 1 - Yes	x	x
iisApplInvcShadow	APPL_ INVC_ SHADOW (NUMBER)	Post Invoice Type	x			boolean	Indicates whether shadow invoices can be posted to the account. 0 - No 1 - Yes	x	x
iisApplInvcNonUSTax	APPL_ NON_US_ TAX (NUMBER)	Post Non-US Tax	x			boolean	Indicates whether non-US tax amounts can be posted to the account. 0 - No 1 - Yes	x	x
treeKey	TREE_ KEY (VARCHAR2) (700)		x			string (700)	The chain of primary keys that identifies the parent tree of the account. Used for searching and reporting purposes only.
type Before TeamConnect 3.3 SP2: typeIID	TYPE_IID (NUMBER)	Account Type (General block)	x			Enum	Indicates the account type. 1 - Budget (BUDGET) 2 - Reserve (RESERVE)	x	x
used	TOTAL_ USED (NUMBER)	Total Used (General block)	x			decimal	Total amount of money used through transfers, withdrawals, and posted transactions.	x
user Access List-->	n/a			x	EAcctUser Access		Links to the user security information entered through the Security block of the record.
vendor Before TeamConnect 3.3 SP2: applVendor	APPL_ VENDOR_ ID (NUMBER)	This Vendor (Posting Criteria block)	x	x	TContact	object	8 Contact specified as the posting criterion for the account. --> Links to the specific information about the contact object.	x	x
version	VERSION (NUMBER)		x			int	Indicates how many times the account record was updated.
posted Type	POSTED_ TYPE_IID (NUMBER)		x			int	Indicates which types of transactions have previously posted to this account. 0 - None (NONE_ POSTED) 1 - Non- shadow (NON_ SHADOW_ POSTED) 2 - Shadow invoices (SHADOW_ POSTED)	x	x