Accounting
Trial balance report
Generates and returns a trial balance report for the authenticated project.
Income statement report
Generates and returns an income statement for the authenticated project.
Statement of financial position
Generates and returns a statement of financial position (balance sheet) for the authenticated project.
General ledger report
Generates and returns a general ledger for the authenticated project.
Chart of accounts
Returns the chart of accounts for the authenticated project.
Download chart of accounts report
Generates and downloads the chart of accounts as a CSV file.
Create an account entry
Creates a new accounting entry for the authenticated project.
List all account entries
Returns all accounting entries for the authenticated project.
List user-created account entries
Returns user-created accounting entries (excludes system-generated entries) for the project.
List accounts as client options
Returns account names as a simplified id/name list for use in dropdowns.
Update an account entry
Updates an existing accounting entry.
Get account entry by ID
Returns a single accounting entry by its ID.
Delete an account entry
Soft-deletes an accounting entry by its ID.
Get accounts by type
Returns accounting entries filtered by type.
Search account entries
Searches accounting entries by query parameters.
Paginated account entries
Returns a paginated list of accounting entries.