Accounting Reference

Manage the full journal entry lifecycle: create, update, post, and void.

• GET/api/v1/accounting/journals— List journal entries
• POST/api/v1/accounting/journals— Create a journal entry
• GET/api/v1/accounting/journals/{id}— Get a journal entry
• PATCH/api/v1/accounting/journals/{id}— Update a journal entry
• DELETE/api/v1/accounting/journals/{id}— Delete a journal entry
• POST/api/v1/accounting/journals/{id}/post— Post a journal entry
• POST/api/v1/accounting/journals/{id}/void— Void a journal entry

Manage journal entry approval requests, approvals, and rejections.

• POST/api/v1/accounting/journals/{id}/submit— Submit for approval
• POST/api/v1/accounting/journals/{id}/approve— Approve or reject
• GET/api/v1/accounting/journals/{id}/approvals— List approval history

Create, update, and delete chart of accounts. Seed default accounts.

• GET/api/v1/accounting/accounts— List accounts
• POST/api/v1/accounting/accounts— Create an account
• PATCH/api/v1/accounting/accounts/{id}— Update an account
• DELETE/api/v1/accounting/accounts/{id}— Delete an account
• POST/api/v1/accounting/accounts/seed— Seed default accounts

Create, list, and close fiscal years.

• GET/api/v1/accounting/fiscal-years— List fiscal years
• POST/api/v1/accounting/fiscal-years— Create a fiscal year
• POST/api/v1/accounting/fiscal-years/{id}/close— Close a fiscal year

Lock and unlock journal entry input on a monthly basis.

• GET/api/v1/accounting/period-locks— List period locks
• POST/api/v1/accounting/period-locks— Create a period lock
• DELETE/api/v1/accounting/period-locks/{id}— Delete a period lock

Retrieve journal book, general ledger, trial balance, balance sheet, income statement, and cash flow statement. CSV export is also available.

• GET/api/v1/accounting/reports/journal-book— Get journal book
• GET/api/v1/accounting/reports/general-ledger— Get general ledger
• GET/api/v1/accounting/reports/trial-balance— Get trial balance
• GET/api/v1/accounting/reports/balance-sheet— Get balance sheet
• GET/api/v1/accounting/reports/income-statement— Get income statement
• GET/api/v1/accounting/reports/cash-flow-statement— Get cash flow statement

Register and manage source documents (receipts, invoices, etc.) and link them to journal entries.

• GET/api/v1/accounting/documents— List documents
• POST/api/v1/accounting/documents— Create a document
• GET/api/v1/accounting/documents/{id}— Get a document
• PATCH/api/v1/accounting/documents/{id}— Update a document
• POST/api/v1/accounting/documents/{id}/link— Link to journal entry

View change history of accounting data.

• GET/api/v1/accounting/audit-logs— List audit logs