GET api/Accounts/Trust

Retrieves the list of trust bank accounts.

Request

Parameters

Name Description Default
includeCMA Whether to include controlled money accounts in the list. False

Response

Body

Content Type: application/xml or application/json
List of accounts or an error message.

XML JSON
<Response>                                 
  <Result>                                 <!--Array of 'Item'--> 
    <Item>                                 
      <ID>long</ID>                        <!--Unique trust account ID--> 
      <IsPrimary>bool</IsPrimary>          <!--Whether account is the primary trust account--> 
      <BSB>string</BSB>                    
      <AccountNo>string</AccountNo>        
      <AccountName>string</AccountName>    
      <Description>string</Description>    
      <BankBranch>                         
        <ID>long</ID>                      <!--Unique contact ID--> 
        <FileAs>string</FileAs>            <!--File-as name--> 
      </BankBranch>                        
      <AccountHolder>                      
        <ID>long</ID>                      <!--Unique contact ID--> 
        <FileAs>string</FileAs>            <!--File-as name--> 
      </AccountHolder>                     
      <File>                               
        <ID>long</ID>                      <!--Unique matter ID--> 
        <FileNumber>string</FileNumber>    <!--File number--> 
        <Matter>string</Matter>            <!--Matter description--> 
      </File>                              
      <TFN>string</TFN>                    <!--Tax file number--> 
      <Trustees>                           <!--Array of 'Item'--> 
        <Item>                             
          <ID>long</ID>                    <!--Unique contact ID--> 
          <FileAs>string</FileAs>          <!--File-as name--> 
        </Item>                            
      </Trustees>                          
    </Item>                                
  </Result>                                
  <Message>string</Message>                <!--Error message--> 
</Response>                                
{                                   
   "Result": [{                     
      "ID": "long",                 // Unique trust account ID
      "IsPrimary": "bool",          // Whether account is the primary trust account
      "BSB": "string",              
      "AccountNo": "string",        
      "AccountName": "string",      
      "Description": "string",      
      "BankBranch": {               
         "ID": "long",              // Unique contact ID
         "FileAs": "string"         // File-as name
      },                            
      "AccountHolder": {            
         "ID": "long",              // Unique contact ID
         "FileAs": "string"         // File-as name
      },                            
      "File": {                     
         "ID": "long",              // Unique matter ID
         "FileNumber": "string",    // File number
         "Matter": "string"         // Matter description
      },                            
      "TFN": "string",              // Tax file number
      "Trustees": [{                
         "ID": "long",              // Unique contact ID
         "FileAs": "string"         // File-as name
      }]                            
   }],                              
   "Message": "string"              // Error message
}                                   
                                    

Status Codes

Code Condition
200 OK The operation completed successfully.
401 Unauthorized Access token is invalid, expired or not specified.
403 ForbiddenUser does not have permission to view trust accounts.
406 Not Acceptable Content type specified in the Accept header isn't supported.
500 Internal Server Error An internal error occurred.

Remarks

A trust bank account with a related matter is a controlled money account.