Rates
- Jeremy Bruce (Unlicensed)
- Terra Yi (Unlicensed)
- Ted Jordan (Unlicensed)
Owned by Jeremy Bruce (Unlicensed)
The information in this document is currently in BETA and subject to change.
The Rates resource represents a collection of rates that have been setup in Actionstep for the accessing organization. While the Rates resources forms a foundation of rates that may be applied to charges, there are numerous overrides and exceptions that may be applied to determine rates in different circumstances.
Resource Properties
| Scope Parameter | rates |
|---|---|
| Location | /rates |
| Methods | GET |
| Default Page Size | 50 |
| Max Page Size | 200 |
| Default Includes | None |
Resource Attributes
| Field | Description | Format | Required | Field Type | Notes |
|---|---|---|---|---|---|
| id | Unique identifier | integer | true | default | |
| name | The name given to the rate. | string | true | default | |
| rate | The actual rate. | number | true | default | |
| includesTax | If the rate includes tax or not. | boolean | true | default | |
| costRate | A comparison rate of the cost of the service. | number | false | default | Only used for reporting. |
| isActive | If the rate is active. | boolean | true | default | |
| isFixedFee | If the rate is a fixed fee. | boolean | true | default | |
| isCustomRate | If the rate is a custom rate. | boolean | true | default | |
| unit | The unit of measure for the rate. | string | true | link | |
| incomeAccount | The income account associated to the matter. | string | false | link | Not Yet Implemented. |
| expenseAccount | The expense account associated to the matter. | string | false | link | Not Yet Implemented. |
| taxCode | The income tax code associated to the matter. | string | false | link | Not Yet Implemented. |
| expenseTaxCode | The expense code associated to the matter. | string | false | link | Not Yet Implemented. |
Link Templates
| Identifier | Resource | Location Template |
|---|---|---|
| rates.unit | units | /unitofmeasure/{rates.unit} |
| rates.incomeAccount | accounts | /accounts/{rates.incomeAccount} |
| rates.expenseAccount | accounts | /accounts/{rates.expenseAccount} |
| rates.taxCode | taxcodes | /taxcodes/{rates.taxCode} |
| rates.expenseTaxCode | taxcodes | /taxcodes/{rates.expenseTaxCode} |