Financial Line Items
Overview
Financial line item objects allow you to track and manage financial amounts throughout your system.
In Rose Rocket, the financial line item is a foundational object for any financial components. It describes a unit price for a single item of goods and services.
Financial Line Items are connected to and store the financial amounts for these objects. View the list below for information on financial line items and connected objects.
- Quotes, for partners and customers
- Driver pay
- Invoices
- Paystubs
- Bills
Quotes also contain financial line items configured by orders. Financial line items are copied to the financial document when an invoice or bill is created from an order or manifest. This confirms separate objects as their own financial totals for supporting variance analysis.
Any financial line items copied to other objects for a financial workflow have a connection using the financial line item history. Use the financial line item history to analyze states such as Quoted, Work in Progress, and Booked.
NOTE
Financial line items are only synced at the single instance when converting to an invoice. These values are not automatically synced if updating an order or quote separately. Only a single financial line item can be connected to a single object. Multiple line items cannot be connected to both an invoice and a bill.
API configuration
When using the API to make requests, see the pages below for the process. These guides walk through the requirements and setup to access the Rose Rocket API with your application.
- Authentication - Access Rose Rocket with OAuth 2.0
- Object operations - Configure your requests
Object structure
Use the table below for information about the financial line item objects.
| Fields | Label | Type | Description |
|---|---|---|---|
id | ID | string | Global unique identifier for record |
fullId | Full ID | string | An auto-generated identifier for the financial line item record. |
type | Type | string, enumerated | Category definitions of financial line items, valid values: Freight, fuel , surchargeLiftgate |
description | Description | string | Line item purpose or nature |
rate | Rate | float | Per unit cost of specific service or item |
quantity | Quantity | integer | Number of units for specific service or item |
order | Order | Order connected object *See Connected object section | Order associated with financial line item |
quote | Quote | Quote connected object *See Connected object section | Quote associated with financial line item |
manifest | Manifest | Manifest connected object *See Connected object section | Manifest associated with financial line item |
invoice | Invoice | Invoice connected object *See Connected object section | Invoice associated with financial line item |
bill | Bill | Bill connected object *See Connected object section | Bill associated with financial line item |
copiedFrom | Copied From | financialLineItem connected object *See Connected object section | Identification of existing item generating the specific line item *See Copied from behavior section for more |
copiedTo | Copied To | financialLineItem connected object *See Connected object section | Identification of existing item generating specific line item See Copied from behavior section for more |
category | Category | string, enumerated | Line item category, valid values:revenue, expense |
historyState | FinancialLineItemHistoryState | string, enumerated | Indicates account step for the financial line item, valid values:quoted, workInProgress, booked |
taxRate | Tax Rate | Tax Rate connected object *See Connected object section | Tax Rate associated with the financial line item |
user | User | User connected object *See Connected object section | User associated with the financial line item |
destinationFinancialObjectType | Destination Financial Object | string, enumerated | The object that the financial line item will end up on, valid values: invoice, bill, paystub |
Copied from behavior
The copiedFrom field displays the relationship between the line item and the original existing item. This field makes it easier to track line items throughout the process and to preserve values across the platform.
Financial line item 1
├── Order = Order 1
├── copiedTo = Financial line item 2
└── historyState = workInProgress
Financial line item 2
├── Invoice = Invoice 1
├── copiedFrom = Financial line item 1
└── historyState = booked
In the above example workflow, the values from the line item are preserved throughout the copying process. This maintains visibility for the values between work in progress statuses and booked line items in Rose Rocket.
Updated 28 days ago