Function: profile
Result: the list of elements
Payers
Access level: admin user
- id — Id
- name — Name
- account — Client
- profiletype — Payer status
Payer
Function: profile.docflow_counteragent
Result: the list of elements
Connecting to document flows
Access level: admin user
- id — Id
- company — Company
- module — Document flow
- status — Status
Resume
Function: profile.docflow_counteragent.resume
Resume
Access level: admin user
Parameters:
- elid — one or more object's unique identifiers comma-delimited with space ", ". The unique identifiers is the id element of profile.docflow_counteragent function.
Result: successful operation or error message
Suspend
Function: profile.docflow_counteragent.suspend
Suspend
Access level: admin user
Parameters:
- elid — one or more object's unique identifiers comma-delimited with space ", ". The unique identifiers is the id element of profile.docflow_counteragent function.
Result: successful operation or error message
Name
Function: profile.company
Result: the list of elements
Payer companies
Access level: admin user
- id — Id
- name — Name
- status — Status
Resume
Function: profile.company.resume
Resume
Access level: admin user
Parameters:
- elid — one or more object's unique identifiers comma-delimited with space ", ". The unique identifiers is the id element of profile.company function.
Result: successful operation or error message
Suspend
Function: profile.company.suspend
Suspend
Access level: admin user
Parameters:
- elid — one or more object's unique identifiers comma-delimited with space ", ". The unique identifiers is the id element of profile.company function.
Result: successful operation or error message
Search a payer in the document management system and check if it is assigned to companies
Function: profile.docflow
Search a payer in the document management system and check if it is assigned to companies
Access level: admin+
Parameters:
- elid — one or more object's unique identifiers comma-delimited with space ", ". The unique identifiers is the id element of profile function.
Result: successful operation or error message
Send a ticket to the selected client
Function: ticket.write.profile
Send a ticket to the selected client
Access level: admin
Add
Function: profile.add
Add
Access level: user
Print envelope
Function: envelope.print
Print envelope
Access level: admin user
Drill down to User panel
Function: profile.su
Drill down to User panel
Access level: admin
Set a filter by the selected client
Function: profile.setfilter
Set a filter by the selected client
Access level: admin
Edit properties of the selected payer
Function: profile.edit
Access level: admin user
The function is simultaneously used to view object's parameters, to change an object, and create new one.
View object's parameters:
- Parameters:
- elid — unique identifier (id element of profile function)
- Result: object parameters list
Create an object:
- Parameters:
- sok — the parameter must not be empty, generally "ok".
- additional query parameters ...
- Result: successful operation or error message
Change an object:
- Parameters:
- sok — the parameter must not be empty, generally "ok".
- elid — unique identifier (id element of profile function)
- additional query parameters ...
- Result: successful operation or error message
The list object's parameters or additional query parameters (see above):
- profiletype — Payer status. Select a payer status
- name — Name. Enter a company name
- person — Contact person. Enter the name of the contact person
- phone — Phone number. Enter the phone number
- fax — Fax. Enter the fax number
- email — Email. Enter the company's email
- maildocs — Receive documents. Select how to obtain originals of financial documents
- docflow_box — Box (_company ). Box for incoming documents ( company_)
- docflow_department — Department (_company ). Select departments for incoming documents ( company_)
- document_type — Document type . Select a type of documents that will be sent via the electronic document flow
- id1c — Code in accounting system . Enter the id to integrate with the accounting system
- invoicetype — Generation type. Select how the system will generate reconciliation reports
- postcompany — Invoice company . Company that will be specified in the invoice
- postcurrency — Invoice currency . Invoice currency. If a client has unpaid expenses for which the invoice has been already generated, an advance payment can be made only by the company associated with that invoice and only in the invoice currency
- invoicedesc — Service description. Enter any information related to the sevices.
- payment_description — Purpose of advance payment. Enter a purpose of advance payments
- note — Comment. Comment to payer
- wrongaddress — . (Optional parameter. To enable the option click "on".) This means that mail was returned to this payer. We do not recommend sending documents to such payers
- returnreason — Reason . Enter a reason why mail was returned
- country_legal — Country. Select a contry where the company is registered
- state_legal — Region . Region where the company is registered
- postcode_legal — ZIP code. Enter the zip code of the company's registration address
- city_legal — City. Enter the city where the company is registered
- address_legal — Address. Enter address where the company is registered (including the street, building and office)
- legaleqphysical — . (Optional parameter. To enable the option click "on".) The option includes saving registred address in accordance with legal address
- country_physical — Country. Select a country where the company is located
- state_physical — Region . Region where the company is located
- postcode_physical — ZIP code. Enter the zip code of the city where this company is located
- city_physical — City. Enter the city where the company is located
- address_physical — Address. Enter address where the company is located (including the street, building and office)
Delete
Function: profile.delete
Delete
Access level: admin user
Parameters:
- elid — one or more object's unique identifiers comma-delimited with space ", ". The unique identifiers is the id element of profile function.
Result: successful operation or error message
Name
Function: profile.history
Result: the list of elements
Payer parameters change history
Access level: admin user
- changedate — Change date
- desc — Description
- user — User
- ip — IP address
- action — Function
Set filter.
profile.filter