Accounting Parameter Attributes

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

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 that the invoice is assigned to the manager for that department.

Adding parameter value attributes

The settings are currently maintained and updated through API only.

Example: This will add the code DM2 as a dropdown showing all users with access to the client. The user will be [e-mail] for the specific accountingcode, in this case code 52235.
POST ​/api​/v1.0​/organizations​/{organizationId}​/clients​/{clientId}​/accountingcodes

...
"code": "52235",
"description": [
    {
    "languageCode": "Norwegian",
    "description": "HR Department"
    }
]
...       
 "settings": [
      {
        "code": "DM2",
        "dataType": "User",
...
        "valueString": "[e-mail]",
...
      }
    ]
...

code: The method is UPSERT based on "code" value: New codes are inSERTed, existing codes are UPdated. The currently active or default option can be set by setting a value in one of the value* properties. In Semine Settings, it is possible to change the current value but this will be overwritten on the next sync through API.

Note: It is not possible to delete/remove settings codes once they are added. Contact Semine Support to get help with 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 with all users who has a role that permits access to the client.
• SingleSelect: Not in use for custom settings.

Setting options

Each code inserted will be listed under Semine Settings --> Accounting Parameters --> Settings tab

It is possible to view and select active values for the accounting attributes. In the example below, the codes DM2, DM3, DM4, DM5 have been added with the dataType : user and the code STATUS has dataType : String

Rules and workflow automations

When an accounting parameter has custom attributes, they can be used as search fields workflows and rules conditions. 

Workflow conditions

In the below example, the workflow will start if the DEPARTMENT dimension value contains the desired search value in the Manager attribute. This means that it is enough to create a single workflow to assign invoices if there is a DEPARTMENT Manager attribute value selected for a department.

Workflow steps

In the below workflow step, the assignmenet target is selected as the Manager attribute in the dimension DEPARTMENT. This means that SEMINE will assign the invoice to the user set under the Manager attribute in the DEPARTMENT dimension value. For example, for the dimension value Finance Dept, the manager is set as the user [e-mail] . This means that whenever an invoice receives the Finance Dept as a dimension value on any line, the user is assigned the invoice.