query_account_transactions
Retrieve all transactions affecting a specific account across journal entries, purchases, deposits, and more to investigate balance discrepancies.
Instructions
Query all transactions affecting a specific account. Searches across JournalEntry, Purchase, Deposit, SalesReceipt, Bill, Invoice, and Payment. Returns consolidated list with date, type, amount (debit/credit), and description. Useful for investigating account balance discrepancies.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account | Yes | Account name, number (AcctNum), or ID. Examples: 'Tips', '2320', '116' | |
| start_date | No | Start date YYYY-MM-DD (default: start of year) | |
| end_date | No | End date YYYY-MM-DD (default: today) | |
| department | No | Filter to specific department/location (optional) |