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
`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`

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.