Accounting | Account Info
The Account Info end point allows you to get the summary information from an account, such as the last posting date, total balance or period balance.
Overview
| URL | api/{tenantKey}/{orgKey}/accounting/accountInfos |
| Methods Supported | GET |
All Operations
This service includes the following operations:
All Resources
This service uses the following resources:
GET Get Account Summary
This operation allows you to get a summary information from an specific account.
The following elements are required:
| companyKey | (string) The company code "abbreviation" as defined on the company setup. |
| accountKey | (string) The GLAccount to get the information from. |
| ledgerKey | (string) The ledger. |
| financialYear | (int) The financial year. |
| financialPeriod | (int) The period number to get the summary as specified in the financial calendars entity. |
Response:
| When successful, the response body contains a resource of type 'AccountSummary'. See AccountSummary. |
Response status codes:
| 200 | OK. The operation was completed successfully. |
| 400 | BadRequest. The request parameters are invalid. |
Resource URL:
api/{tenantKey}/{orgKey}/accounting/accountInfos/getAccountSummary
GET /accounting/accountInfos/getAccountSummary
Resources
AccountSummary
The following elements are optional:
| accountDescription | (string) The GL Account description as specified in the GLAccout entity. |
| accountClassType | (string) The GLAccount class type. |
| accountTaxonomy | (string) The GLAccount Taxonomy. |
| lastPostingDate | (string) The last record movement on the account. |
| lastPostingDateTitle | (string) A label in the user language to the last posting date. |
| totalBalanceValue | (string) The current account balance since the beginning of the financial year. |
| totalBalanceTitle | (string) A label in the user language to the total balance. |
| totalBalanceEstimate | (string) The estimated balance value for the account. |
| periodBalanceValue | (string) The balance value for the account in the specified period. |
| periodBalanceTitle | (string) A label in the user language to the period balance. |
| periodBalanceEstimate | (string) The estimated balance value for the account in the specified period. |
| forecastBalanceValue | (string) A forecast balance value based on the previous periods. |
| forecastBalanceTitle | (string) A label in the user language to the forcast balance. |
| totalPostingsValue | (string) The total number of postings in the specified account. |
| totalPostingsTitle | (string) A label in the user language to the total posting number. |