GL Account (`akoya_account`)¶

Naming collision

akoya_account is the general-ledger (GL) account table — NOT the standard Dataverse account entity.

account (no prefix) = organizations (donors, grantees, vendors, partners). Standard Dataverse.
akoya_account (this page) = financial GL accounts (chart of accounts).

When building integrations, always disambiguate by the full logical name. A query against /accounts returns organizations; a query against /akoya_accounts returns GL accounts. See The constituent model for the full explanation — the naming-collision warning is at the top of that page.

A GL Account is a line on the foundation's chart of accounts — an asset, liability, revenue, or expense account used for posting financial transactions. Gifts, grants, fees, and interfund transfers all reference GL accounts for correct posting.

At a glance


Display name	Account
Logical name	`akoya_account`
Primary ID attribute	`akoya_accountid`
Primary name attribute	`akoya_accountnum`
Entity set name (Web API)	`akoya_accounts`
Ownership	UserOwned
Change tracking	Enabled
Audit	Enabled

Web API¶

GET  {org}/api/data/v9.2/akoya_accounts
GET  {org}/api/data/v9.2/akoya_accounts({accountid})
POST {org}/api/data/v9.2/akoya_accounts
PATCH {org}/api/data/v9.2/akoya_accounts({accountid})

Attributes¶

Display name	Logical name	Type	Required	Max length	Description
Account #	`akoya_accountnum`	String	ApplicationRequired	6	GL account number. Primary name attribute.
Account Name	`akoya_accountname`	String	ApplicationRequired	100	Human-readable account description.
Account Type	`akoya_accounttype`	Choice	None	—	See values.
Normal Balance	`akoya_normalbalance`	Choice	None	—	Debit or Credit. See values.
Net Asset Type	`akoya_netassettype`	Choice	None	—	See values.
Period End Closing Type	`akoya_periodendclosingtype`	Choice	None	—	See values.
Joint Investment Account	`akoya_jointinvestmentaccount`	Boolean	None	—	Flag for JIA roll-up.
Account Subcategory Description	`akoya_accountsubcategorydescription`	String	None	1000	Full subcategory description synced from ERP.

Lookups¶

Logical name	Target	Purpose
`akoya_accountsubcategory`	`akoya_accountsubcategory`	Subcategory classification.
`akoya_netaccount`	`akoya_account` (self)	Self-reference. Rollup / net-asset clearing target.

Choice values¶

`akoya_accounttype` values¶

Label	Value
Balance Sheet	100000000
Income Statement	100000001
Totaling Balance Sheet	100000002

`akoya_normalbalance` values¶

Label	Value
Debit	100000000
Credit	100000001

`akoya_netassettype` values¶

Label	Value
Spendable	100000000
Earnings	100000001
Historic Gifts	100000002
Other	100000003

`akoya_periodendclosingtype` values¶

Label	Value
Non-Closing	100000000
Closing	100000001
Closed To	100000002

Supported messages¶

Message	Supported
Create	✓
Retrieve	✓
RetrieveMultiple	✓
Update	✓
Delete	✓ — exercise caution; many records reference GL accounts.
Upsert	— (no alternate keys; use GET then PATCH)

Examples¶

Conventions

Examples assume ORG (env URL), access_token (valid bearer), headers (standard Dataverse headers dict), and service (a ServiceClient instance). See Authentication.

All active income statement accounts¶

Web APIcurlPythonC#

GET {org}/api/data/v9.2/akoya_accounts?
  $select=akoya_accountnum,akoya_accountname,akoya_normalbalance&
  $filter=statecode eq 0 and akoya_accounttype eq 100000001&
  $orderby=akoya_accountnum asc
Accept: application/json
OData-Version: 4.0
OData-MaxVersion: 4.0

curl "https://{org}.crm.dynamics.com/api/data/v9.2/akoya_accounts?\$select=akoya_accountnum,akoya_accountname,akoya_normalbalance&\$filter=statecode%20eq%200%20and%20akoya_accounttype%20eq%20100000001&\$orderby=akoya_accountnum%20asc" \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Accept: application/json" \
  -H "OData-Version: 4.0" \
  -H "OData-MaxVersion: 4.0"

r = requests.get(
    f"{ORG}/api/data/v9.2/akoya_accounts",
    params={
        "$select": "akoya_accountnum,akoya_accountname,akoya_normalbalance",
        "$filter": "statecode eq 0 and akoya_accounttype eq 100000001",
        "$orderby": "akoya_accountnum asc",
    },
    headers=headers,
)
accounts = r.json()["value"]

var query = new QueryExpression("akoya_account") {
    ColumnSet = new ColumnSet("akoya_accountnum", "akoya_accountname", "akoya_normalbalance"),
    Criteria = {
        Conditions = {
            new ConditionExpression("statecode", ConditionOperator.Equal, 0),
            new ConditionExpression("akoya_accounttype", ConditionOperator.Equal, 100000001)
        }
    },
    Orders = { new OrderExpression("akoya_accountnum", OrderType.Ascending) }
};
var accounts = service.RetrieveMultiple(query);

Find GL account by number¶

Web APIcurlPythonC#

GET {org}/api/data/v9.2/akoya_accounts?
  $select=akoya_accountid,akoya_accountname,akoya_accounttype&
  $filter=akoya_accountnum eq '4000'&
  $top=1
Accept: application/json
OData-Version: 4.0
OData-MaxVersion: 4.0

curl "https://{org}.crm.dynamics.com/api/data/v9.2/akoya_accounts?\$select=akoya_accountid,akoya_accountname,akoya_accounttype&\$filter=akoya_accountnum%20eq%20'4000'&\$top=1" \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Accept: application/json" \
  -H "OData-Version: 4.0" \
  -H "OData-MaxVersion: 4.0"

r = requests.get(
    f"{ORG}/api/data/v9.2/akoya_accounts",
    params={
        "$select": "akoya_accountid,akoya_accountname,akoya_accounttype",
        "$filter": "akoya_accountnum eq '4000'",
        "$top": 1,
    },
    headers=headers,
)
hits = r.json()["value"]
account = hits[0] if hits else None

var query = new QueryExpression("akoya_account") {
    ColumnSet = new ColumnSet("akoya_accountname", "akoya_accounttype"),
    Criteria = {
        Conditions = {
            new ConditionExpression("akoya_accountnum", ConditionOperator.Equal, "4000")
        }
    },
    TopCount = 1
};
var result = service.RetrieveMultiple(query);
var account = result.Entities.FirstOrDefault();

Change history¶

Schema extracted from the Akoyanet solution XML on 2026-04-24.

GL Account (akoya_account)¶