Function: profile

Result: the list of elements

Payers

Access level: admin user

  • id — Id
  • name — Name
  • account — Client
  • profiletype — Payer status

Payer

Function: profile.docflow_counteragent

Result: the list of elements

Connecting to document flows

Access level: admin user

  • id — Id
  • company — Company
  • module — Document flow
  • status — Status

Resume

Function: profile.docflow_counteragent.resume

Resume

Access level: admin user

Parameters:

  • elid — one or more object's unique identifiers comma-delimited with space ", ". The unique identifiers is the id element of profile.docflow_counteragent function.

Result: successful operation or error message

Suspend

Function: profile.docflow_counteragent.suspend

Suspend

Access level: admin user

Parameters:

  • elid — one or more object's unique identifiers comma-delimited with space ", ". The unique identifiers is the id element of profile.docflow_counteragent function.

Result: successful operation or error message

Name

Function: profile.company

Result: the list of elements

Payer companies

Access level: admin user

  • id — Id
  • name — Name
  • status — Status

Resume

Function: profile.company.resume

Resume

Access level: admin user

Parameters:

  • elid — one or more object's unique identifiers comma-delimited with space ", ". The unique identifiers is the id element of profile.company function.

Result: successful operation or error message

Suspend

Function: profile.company.suspend

Suspend

Access level: admin user

Parameters:

  • elid — one or more object's unique identifiers comma-delimited with space ", ". The unique identifiers is the id element of profile.company function.

Result: successful operation or error message

Search a payer in the document management system and check if it is assigned to companies

Function: profile.docflow

Search a payer in the document management system and check if it is assigned to companies

Access level: admin+

Parameters:

  • elid — one or more object's unique identifiers comma-delimited with space ", ". The unique identifiers is the id element of profile function.

Result: successful operation or error message

Send a ticket to the selected client

Function: ticket.write.profile

Send a ticket to the selected client

Access level: admin

Add

Function: profile.add

Add

Access level: user

Print envelope

Function: envelope.print

Print envelope

Access level: admin user

Drill down to User panel

Function: profile.su

Drill down to User panel

Access level: admin

Set a filter by the selected client

Function: profile.setfilter

Set a filter by the selected client

Access level: admin

Edit properties of the selected payer

Function: profile.edit

Access level: admin user

The function is simultaneously used to view object's parameters, to change an object, and create new one.

View object's parameters:

  • Parameters:
    • elid — unique identifier (id element of profile function)
  • Result: object parameters list

Create an object:

  • Parameters:
    • sok — the parameter must not be empty, generally "ok".
    • additional query parameters ...
  • Result: successful operation or error message

Change an object:

  • Parameters:
    • sok — the parameter must not be empty, generally "ok".
    • elid — unique identifier (id element of profile function)
    • additional query parameters ...
  • Result: successful operation or error message

The list object's parameters or additional query parameters (see above):

  • profiletype — Payer status. Select a payer status
  • name — Name. Enter a company name
  • person — Contact person. Enter the name of the contact person
  • phone — Phone number. Enter the phone number
  • fax — Fax. Enter the fax number
  • email — Email. Enter the company's email
  • maildocs — Receive documents. Select how to obtain originals of financial documents
  • docflow_box — Box (_company ). Box for incoming documents ( company_)
  • docflow_department — Department (_company ). Select departments for incoming documents ( company_)
  • document_type — Document type . Select a type of documents that will be sent via the electronic document flow
  • id1c — Code in accounting system . Enter the id to integrate with the accounting system
  • invoicetype — Generation type. Select how the system will generate reconciliation reports
  • postcompany — Invoice company . Company that will be specified in the invoice
  • postcurrency — Invoice currency . Invoice currency. If a client has unpaid expenses for which the invoice has been already generated, an advance payment can be made only by the company associated with that invoice and only in the invoice currency
  • invoicedesc — Service description. Enter any information related to the sevices.
  • payment_description — Purpose of advance payment. Enter a purpose of advance payments
  • note — Comment. Comment to payer
  • wrongaddress — . (Optional parameter. To enable the option click "on".) This means that mail was returned to this payer. We do not recommend sending documents to such payers
  • returnreason — Reason . Enter a reason why mail was returned
  • country_legal — Country. Select a contry where the company is registered
  • state_legal — Region . Region where the company is registered
  • postcode_legal — ZIP code. Enter the zip code of the company's registration address
  • city_legal — City. Enter the city where the company is registered
  • address_legal — Address. Enter address where the company is registered (including the street, building and office)
  • legaleqphysical — . (Optional parameter. To enable the option click "on".) The option includes saving registred address in accordance with legal address
  • country_physical — Country. Select a country where the company is located
  • state_physical — Region . Region where the company is located
  • postcode_physical — ZIP code. Enter the zip code of the city where this company is located
  • city_physical — City. Enter the city where the company is located
  • address_physical — Address. Enter address where the company is located (including the street, building and office)

Delete

Function: profile.delete

Delete

Access level: admin user

Parameters:

  • elid — one or more object's unique identifiers comma-delimited with space ", ". The unique identifiers is the id element of profile function.

Result: successful operation or error message

Name

Function: profile.history

Result: the list of elements

Payer parameters change history

Access level: admin user

  • changedate — Change date
  • desc — Description
  • user — User
  • ip — IP address
  • action — Function

Set filter.

profile.filter