AvantGuard - Sage Intacct (Company Configuration)

Actions43

Location Groups Actions
- Update Company Config Location Group Key
- Create Company Config Location Group
Locations Actions
- Create Company Config Location
- Update Company Config Location Key
Roles Actions
- Create Company Config Role
- Update Company Config Role Key
User Groups Actions
- Create Company Config User Group
- Update Company Config User Group Key
Users Actions
- Create Company Config User
- Update Company Config User Key
Affiliate Entity Groups Actions
- Create Company Config Affiliate Entity Group
- Update Company Config Affiliate Entity Group Key
Attachments Actions
- Create Company Config Attachment
- Update Company Config Attachment Key
Classes Actions
- Create Company Config Class
- Update Company Config Class Key
Contacts Actions
- Create Company Config Contact
- Update Company Config Contact Key
Department Groups Actions
- Create Company Config Department Group
- Update Company Config Department Group Key
Departments Actions
- Create Company Config Department
- Update Company Config Department Key
Document Sequences Actions
- Create Company Config Document Sequence
- Update Company Config Document Sequence Key
Earning Types Actions
- Create Objects Company Config Earning Type Key
- Patch Objects Company Config Earning Type Key
Email Templates Actions
- Create Company Config Email Template
- Update Company Config Email Template Key
Employee Types Actions
- Create Company Config Employee Type
- Update Company Config Employee Type Key
Employees Actions
- Create Company Config Employee
- Update Company Config Employee Key
Entities Actions
- Create Company Config Entity
- Update Company Config Entity Key
Exchange Rate Lines Actions
- Create Company Config Exchange Rate Line
- Update Company Config Exchange Rate Line Key
Exchange Rate Types Actions
- Create Company Config Exchange Rate Type
- Update Company Config Exchange Rate Type Key
Exchange Rates Actions
- Create Company Config Exchange Rate
- Update Company Config Exchange Rate Key
Attachment Folders Actions
- Create Company Config Folder
- Update Company Config Folder Key
Get Next Value Actions
- Get Next Sequence Value

Overview

This node allows users to create a new exchange rate type configuration within a company's settings. Exchange rate types are identifiers or categories used to specify different sets of currency exchange rates, which can be useful for financial applications that need to handle multiple exchange rate scenarios (e.g., spot rates, average rates, or custom rates).

Typical use cases include:

Defining a new exchange rate type for internal accounting or reporting.
Setting up a default exchange rate type that the system should use automatically.
Managing multiple exchange rate types for different business units or purposes.

For example, a company might create an exchange rate type named "GBP-Rate" to represent the official exchange rate for British Pounds used in their financial reports.

Properties

Name	Meaning
Name	Name or unique identifier for the exchange rate type. Example: "GBP-Rate".
Additional Body Fields	Optional additional fields to customize the exchange rate type:
- Key	System-assigned unique key for the exchange rate type.
- Id	Unique identifier for the exchange rate type.
- Href	URL endpoint for the exchange rate type resource.
- Is Default	Boolean flag indicating if this exchange rate type should be set as the default. Setting true will unset others.
- Audit	JSON object containing audit information such as creation and modification timestamps and user IDs.

Output

The node outputs JSON data representing the newly created exchange rate type object as returned by the API. This typically includes all properties sent in the request along with any additional metadata assigned by the backend system.

There is no binary output from this node.

Dependencies

Requires an API key credential for authentication to the AvantGuard Sage Intacct Company Configuration API.
The base URL for the API must be configured in the node credentials.
The node sends HTTP requests with JSON payloads to the /ia/api/v1 endpoint.

Troubleshooting

Missing Required Property: If the "Name" property is not provided, the node will likely throw an error because it is required.
Authentication Errors: Ensure the API key credential is valid and has permissions to create exchange rate types.
Invalid Field Values: Providing invalid values in additional body fields (e.g., malformed JSON in Audit) may cause request failures.
Default Flag Conflicts: Setting Is Default to true will override the current default; ensure this is intentional to avoid unexpected changes.

Links and References

Sage Intacct API Documentation
Exchange Rate Types Conceptual Guide
n8n HTTP Request Node Documentation (for understanding how API calls are made)