Skill: Query AP Bill Items

Query accounts payable bill items in Sage Intacct with grouping, dimensional filters, date ranges, and aggregate summaries.

The Query AP Bill Items skill retrieves aggregated accounts payable bill item data from Sage Intacct. It is designed for answering questions about vendor spending, expense analysis, and AP aging by grouping line-item data along one or more dimensions.

Parameters

Parameter	Type	Required	Description
group_by	string	Yes	How to group results. Options: vendor, glaccount, project, department, location, class, item, employee, customer. Multiple values can be comma-separated.
start_date	string	No	Filter bill items with a date on or after this value (YYYY-MM-DD).
end_date	string	No	Filter bill items with a date on or before this value (YYYY-MM-DD).
vendor_id	string	No	Filter by vendor ID.
department_id	string	No	Filter by department ID.
location_id	string	No	Filter by location ID.
project_id	string	No	Filter by project ID.
class_id	string	No	Filter by class ID.
glaccount	string	No	Filter by GL account number.
item_id	string	No	Filter by item ID.
employee_id	string	No	Filter by employee ID.
customer_id	string	No	Filter by customer ID.
offset	integer	No	Number of records to skip for pagination. Defaults to 0.
limit	integer	No	Maximum number of grouped records to return. Defaults to 100.

Aggregates

The skill automatically computes these aggregates for each group:

Aggregate	Description
SUM(AMOUNT)	Total amount in the company’s base currency.
SUM(TRX_AMOUNT)	Total amount in the transaction currency (useful for multi-currency environments).
COUNT(RECORDNO)	Number of bill items in the group.

Example usage

“How much did we spend with each vendor last quarter?”

The agent would invoke:

• group_by: vendor
• start_date: 2025-10-01
• end_date: 2025-12-31

“Break down AP by GL account for the IT department this year.”

The agent would invoke:

• group_by: glaccount
• department_id: IT
• start_date: 2026-01-01
• end_date: 2026-03-18

Response structure

The skill returns an array of grouped records, each containing:

• Group key(s) — the dimension value(s) used for grouping (e.g., vendor name, GL account number).
• SUM_AMOUNT — total base-currency amount.
• SUM_TRX_AMOUNT — total transaction-currency amount.
• COUNT_RECORDNO — count of bill items.

Results are sorted by SUM_AMOUNT in descending order by default.

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Related skills: Query GL Detail | Query AR Invoice Items | Query Projects