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Page Properties


Service NamechartOfAccountsInquiry
DescriptionProvides basic information about the KFS chart of accounts based on a set of request parameters.
API TypeREST (changed from SOAP) - FinancialWebAPI (January, 2022)
Status

Status
colourGreen
titlecomplete

Release Date

 

Last Update

 KFS Version 3.32.0

Notes



https://dev.api.finance.uconn.edu/webapi/accounts/cider/accounts?fromDate=2020-07-01&toDate=2021-06-30
URL SamplesNote: SubFunds is a required field
All Parameters

https://dev.api.finance.uconn.edu/webapi/accounts/cider/accounts?fromDate=2021-04-25&toDate=2021-04-29&subfunds=PLRES,OPTUI,RSTSP&orgcodes=1832,1731,1863,1874,1300,1202

Just FromDate and ToDate

Just SubFunds

https://dev.api.finance.uconn.edu/webapi/accounts/cider/accounts?subfunds=OPAUX,OPOTF,OPOTP,OPTUI,RFNDA,RFNDO,RSFAD,RSNSF,RSNSP,RSTSP,UNRSF,UNRSP

Just SubFunds and OrgCodehttps://dev.api.finance.uconn.edu/webapi/accounts/cider/accounts?orgcodes=1832,1731,1863,1874,1300,1202SubFund and OrgCodehttps://dev.api.finance.uconn.edu/webapi/accounts/cider/accounts?&subfunds=OPTUI&subfunds=OPTUI,RSTSP&orgcodes=1832,1731,1863
FromDate, ToDate, and SubFundSubFundshttps://dev.api.finance.uconn.edu/webapi/accounts/cider/accounts?fromDate=2021-04-25&toDate=2021-04-29&subfunds=PLRES,OPTUI,RSTSP
FromDate, ToDate, and OrgCodehttps://dev.api.finance.uconn.edu/webapi/accounts/cider/accounts?fromDate=2020-07-01&toDate=2021-06-30&orgcodes=1832,1731,1863,1874,1300,1202

Sample Response

<accountBalance>

<accountBalance>-80.85</accountBalance>

...

Sample Response

<accountResponse>

<account>

<id>e70ca878-1055-40c1-8322-632181dc788e</id>

<accountName>EDCI - TA</accountName>

<accountNumber>2586050</accountNumber>

<chartOfAccountsCode>UC</chartOfAccountsCode>

<status>NEW</status>

<fiscalOfficerIdentifier>grw02001</fiscalOfficerIdentifier>

<accountTypeCode>NA</accountTypeCode>

<bankCode>15</bankCode>

<consolidationChartOfAccountsCode/>

<consolidationAccountNumber/>

<reportsToAccountNumber/>

<reportsToChartOfAccountsCode/>

<FundSIDCode>1161000</FundSIDCode>

<fundSIDDescription>Tuition Fund</fundSIDDescription>

<accountManagerSystemIdentifier>jai05001</accountManagerSystemIdentifier>

<accountsSupervisorySystemsIdentifier>dtc13003</accountsSupervisorySystemsIdentifier>

<organizationCode>1214</organizationCode>

<subFundGroupCode>OPTUI</subFundGroupCode>

<departmentAccountOwnercode>DEP</departmentAccountOwnercode>

<departmentReference1/>

<cfdaNumber/>

<projectName/>

<plantFundsParentCode/>

<plantFundsParentCodeDescription/>

<accountExpenseGuidelineText>Conform to University/Sponsor policies</accountExpenseGuidelineText>

<accountIncomeGuidelineText>Conform to University/Sponsor policies</accountIncomeGuidelineText>

<accountPurposeText>

To record transactions and balances for this account.

</accountPurposeText>

<effectiveDate>2021-04-26</effectiveDate>

<expiredDate xsi:nil="true"/>

</account>

</accountResponse>




WSDL Definition

Definition URLs

UAT - https://kualinp.uconn.edu/kfs-uat/remoting/chartOfAccountsInquiry?wsdl
PROD - https://kuali.uconn.edu/kfs-prd/remoting/chartOfAccountsInquiry?wsdl

Binding

{http://kfs.kuali.org/kfs/v5_0}chartOfAccountsInquirySoapBinding

SOAP Version

SOAP 1.1

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