Fieldmotion API Getting started

Accounts and tax types

Overwrite a tax-type group

POST /a/AccountCategoryGroup_save

Overwrite one existing tax-group name and description.

When to use this endpoint

Use AccountCategoryGroup_save for CRM1’s inline Tax Group edits.

Authentication and permissions

The request must establish an authenticated tenant context with signed API credentials or a logged-in CRM session. This legacy handler checks for the tenant database prefix rather than calling the normal login guard.

It performs no additional Finance-page, client-admin, role, create, edit, or delete permission check.

Parameters

ParameterTypeRequiredDescription
idInteger-compatibleYesPositive category-group ID.
nameStringYesTrimmed nonempty name, maximum 64 bytes.
descriptionStringNoTrimmed replacement description; omission clears it to an empty string.

Example request

$result = FM_api('AccountCategoryGroup_save', [
	'id' => 151003,
	'name' => 'Income',
	'description' => 'Sales and other income',
]);

Example response

{"ok":1}

Errors and unusual responses

ResponseCondition
{"error":"not logged in"}No authenticated tenant context is available. Invalid signed credentials can be rejected by the dispatcher before the handler runs.
{"error":"missing or invalid parameter: id"}The ID is absent or not positive.
{"error":"invalid or missing parameter: name"}The name is absent, blank after trimming, or longer than 64 bytes.

Legacy application errors may be returned with HTTP 200. Check the decoded response for error, not only the HTTP status.

Behaviour and edge cases

  • Both name and description are overwritten on every call.
  • An unknown positive ID is a silent no-op that returns success.
  • Duplicate names are allowed and no timestamps are recorded.

Side effects

  • Updates only the selected account_category_groups row. This route does not explicitly clear the table cache.

See it in Fieldmotion

CRM1

Open Settings → Finance. CRM1 loads and edits the Chart of Accounts, Tax Types, and Tax Groups from this endpoint family; filter browser developer tools for the exact function name. Change a Tax Group name or description to call this endpoint.

CRM2

CRM2 does not call the focused save route; it submits the complete group list through AccountCategoryGroup_updateData.

Related endpoints