Accounting Parameter Attributes – Semine

Additional custom settings/attributes can be added on accounting parameters which can later be used as input parameters for workflows etc.

Benefits:

Reduced number of workflows
Reduced number of automations
No need for additional dimensions to represent the attribute values
Works with approval hierarchy

This means that it is possible to reduce the number of workflows or automations. Department manager or project manager can be added as attribute values on dimension values. This means it will be possible to use a general workflow which forwards an invoice to the correct user based on department or project attribute value.

Example: Setting up auto assignment of invoices to department manager

In this example, we assume that when any department is selected for any invoice line, we would like the invoice to be assigned to the manager for that department.

Adding parameter value attributes

The settings are currently maintained and updated through the API only.

You can configure accounting parameter attributes using either of the following API endpoints:

POST /api/v1.0/organizations/{organizationId}/clients/{clientId}/accountingcodes
POST /api/v1/organizations/{organizationId}/dimensions/plan/{parameterPlan}/{dimensionCode}/values

Both endpoints work the same way. The dimensions endpoint can be used whether parameterPlan is used or not.

Example: This will add the code DM2 as a dropdown showing all users with access to the client. The user department.manager@example.com will be associated with the accounting code 52235.

...
"code": "52235",
"description": [
    {
        "languageCode": "Norwegian",
        "description": "HR Department"
    }
]
...
"settings": [
    {
        "code": "DM2",
        "dataType": "User",
...
        "valueString": "department.manager@example.com",
...
    }
]
...

Note: When using the User data type, the email address specified in valueString must exactly match the user's login email address in SEMINE. This ensures that the correct user is identified when the accounting parameter value is used on an invoice line.

code: The method is UPSERT based on the code value. New codes are inserted, while existing codes are updated. The currently active or default option can be set by assigning a value to one of the value* properties. In SEMINE Settings, it is possible to change the current value, but this will be overwritten during the next synchronization through the API.

Note: It is not possible to delete or remove settings codes once they have been added. Contact SEMINE Support if you need assistance removing unwanted codes.

dataType: Int, Short, Long, Decimal, Bool, String, DateTime, User, SingleSelect

The dataType determines the type of input field that will be shown in SEMINE Settings.

Int: Numeric input field
Short: Numeric input field
Long: Numeric input field
Decimal: Text input field
Bool: Checkbox
String: Text input field
DateTime: Text input field
User: Dropdown showing all users who have a role that grants access to the client.
SingleSelect: Not used for custom settings.

Setting options

Each code that is inserted will be listed under SEMINE Settings → Accounting Parameters → Settings.

You can view and select the active values for the accounting attributes. In the example below, the codes DM2, DM3, DM4, and DM5 have been added with the dataType: User, while the code STATUS has the dataType: String.

Accounting parameter settings

Rules and workflow automations

When an accounting parameter has custom attributes, they can be used as search fields in workflow and rule conditions.

Workflow conditions

In the example below, the workflow starts if the DEPARTMENT dimension value contains the desired search value in the Manager attribute. This makes it possible to create a single workflow that assigns invoices whenever a DEPARTMENT Manager attribute value has been configured.

Workflow steps

In the workflow step below, the assignment target is selected as the Manager attribute of the DEPARTMENT dimension. This means that SEMINE assigns the invoice to the user configured as the Manager attribute for the selected department. For example, if the dimension value is Finance Dept, the manager is set to finance.manager@example.com. Whenever an invoice line is assigned the Finance Dept dimension value, the invoice is automatically assigned to that user.