Actions25
Overview
This node operation creates a new billing item in the Whoz talent management platform. Billing items represent financial entries related to dossiers (projects or deals), such as invoices or turnover recognition records. This operation is useful for automating the creation of billing records linked to specific dossiers, enabling streamlined financial tracking and reporting within Whoz.
Practical examples include:
- Automatically generating billing items when a project milestone is reached.
- Creating turnover recognition entries for accounting purposes.
- Adding detailed purchase order or invoice references to billing items for audit trails.
Properties
| Name | Meaning |
|---|---|
| Dossier ID | The unique identifier of the dossier (project/deal) associated with this billing item. |
| Type | The type of billing item. Options: Billing or Turnover Recognition. |
| Month | The month for which the billing item applies, formatted as YYYY-MM (e.g., 2024-01). |
| Additional Fields | Optional extra fields to provide more context or identifiers for the billing item: - External ID: Identifier from an external system. - Description: Text description of the billing item. - Task ID: Associated task's ID. - Task External ID: External ID of the task. - Purchase Order: Purchase order number. - Purchase Invoice: Purchase invoice number. - Reference: Any reference identifier. |
| Financial Details | Collection of financial data related to the billing item: - Amount Value: Total amount. - Amount Currency: Currency of the total amount ( EUR, USD, GBP, CHF, CAD).- Quantity: Number of units. - Unit Cost Value: Cost per unit. - Unit Cost Currency: Currency for unit cost. - Unit Rate Value: Rate per unit. - Unit Rate Currency: Currency for unit rate. |
Output
The output JSON contains the created billing item object returned by the Whoz API. This typically includes all properties of the billing item such as its unique ID, associated dossier ID, type, month, financial details, and any additional metadata provided during creation.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to the Whoz talent management platform via an OAuth2 API credential.
- The node uses the Whoz REST API endpoints to create billing items.
- Proper API credentials and permissions are necessary to perform create operations on billing items.
- The base URL depends on the environment selected in credentials (sandbox or production).
Troubleshooting
- Missing Required Fields: Errors will occur if mandatory fields like
Dossier ID,Type, orMonthare not provided. Ensure these are set correctly. - Invalid Date Format: The
Monthfield must be inYYYY-MMformat. Incorrect formatting may cause API validation errors. - API Authentication Errors: If the OAuth2 token is invalid or expired, requests will fail. Refresh or reauthenticate the credential.
- Permission Denied: Insufficient user permissions in Whoz can prevent billing item creation.
- Network Issues: Connectivity problems between n8n and Whoz API endpoints can cause timeouts or failures.
- Error Messages: The node surfaces API error messages; review them to identify issues such as invalid IDs or data conflicts.
Links and References
- Whoz API Documentation (general reference for API endpoints and data models)
- n8n OAuth2 Credential Setup (for configuring API authentication)
If you need further details about other operations or resources, feel free to ask!