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iCount

ניהול מסמכים חשבונאיים ב-iCount

Actions20

Overview

The node integrates with the iCount accounting system to manage various document-related operations. Specifically, the Document - Close operation allows users to close a financial or business document within iCount. Closing a document typically means finalizing it so that no further changes can be made, which is useful in workflows where documents like invoices, receipts, orders, or delivery notes need to be marked as complete.

This operation is beneficial in scenarios such as:

  • Finalizing an invoice after all items and payments are confirmed.
  • Closing a receipt once the transaction is complete.
  • Marking an order or delivery note as closed to prevent further edits.

Practical example: After generating an invoice for a customer, you can use this node operation to close the invoice automatically, ensuring it is locked from further modifications and ready for accounting processes.

Properties

Name Meaning
Document Type The type of document to close. Options include: Invoice, Invoice Receipt, Receipt, Refund, Order, Offer, Delivery.
Document Number The unique number identifying the specific document to close.
Based On Documents (Optional) A JSON array string listing base documents related to this closing action. For example, [{"doctype": "priceQuote", "docnum": 123}].

Output

The output of the node is a JSON object representing the result of the close operation on the specified document. This typically includes confirmation details such as the document's updated status and any relevant metadata returned by the iCount API.

If multiple input items are processed, the output will be an array of such JSON objects, each corresponding to one closed document.

The node does not output binary data.

Dependencies

  • Requires an active connection to the iCount API via an API key credential configured in n8n.
  • The node makes HTTP POST requests to iCount endpoints to perform document operations.
  • Proper permissions and valid credentials are necessary to close documents successfully.

Troubleshooting

  • Common issues:

    • Invalid or missing document number: Ensure the Document Number property is correctly set and corresponds to an existing document.
    • Incorrect document type: The Document Type must match the actual type of the document in iCount.
    • Authentication errors: Verify that the API key credential is valid and has sufficient permissions.
    • Malformed JSON in Based On Documents: If used, ensure the JSON array string is properly formatted.

  • Error messages:

    • "Unknown operation: close": Indicates the operation parameter was not recognized; verify the operation is set to "close".
    • API errors related to authorization or document state will be passed through; check the error message for specifics.

  • To resolve errors, double-check input parameters, credentials, and network connectivity.

Links and References

Discussion