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The Tracking Categories Data Model represents categories used to classify and track financial data across different segments or dimensions within the business entity. This unified model simplifies the management and retrieval of tracking category information.
  • Unified tracking category properties: Essential tracking category details, such as name, status, and parent relationships, are standardized across different accounting platforms
  • Hierarchical structure: Tracking categories can be linked to parent categories using the parent_id, enabling the representation of complex category structures and relationships
  • Financial tracking: Tracking categories allow businesses to track financial transactions or expenses separately, helping businesses gain greater visibility into their financial performance and make better-informed decisions

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Attributes

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Tracking Category Attributes

PropertyTypeDescription
rootfi_idintegerUnique identifier assigned by Commenda for this tracking category
rootfi_created_atstringTimestamp when this record was created in Commenda’s system (ISO 8601)
rootfi_updated_atstringTimestamp when this record was last updated in Commenda’s system (ISO 8601)
rootfi_company_idintegerCompany identifier this tracking category belongs to within Commenda
platform_idstringUnique identifier for this tracking category in the source accounting platform
platform_unique_idstringAlternative unique identifier from the platform (some platforms provide multiple IDs)
namestringThe name of the tracking category
statusstringThe status of the tracking category
parent_idstringThe parent tracking category ID of the tracking category
has_childrenbooleanWhether the tracking category has child tracking categories
updated_atstringThe date and time the tracking category was last updated

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Properties Supported

PropertyTypeDescription
platform_idstringThe Platform’s ID for the tracking category
namestringThe name of the tracking category
statusstringThe status of the tracking category
parent_idstringThe parent tracking category ID of the tracking category
has_childrenbooleanWhether the tracking category has child tracking categories
updated_atstringThe date and time the tracking category was last updated
{
  "rootfi_id": 123,
  "rootfi_created_at": "2024-01-25T09:00:00Z",
  "rootfi_updated_at": "2024-01-25T09:00:00Z",
  "rootfi_company_id": 456,
  "platform_id": "123456_1",
  "platform_unique_id": "123456",
  "name": "RootFi Ledger",
  "status": "Active",
  "parent_id": "123456",
  "has_children": false,
  "updated_at": "2020-07-07T10:00:00.000Z"
}