added
New v3 API endpoints for general ledger categories
December 10th, 2024
We have introduced a set of API endpoints for general ledger categories. These endpoints enable you to better maintain a General Ledger (GL) for bookkeeping and financial reporting.
Accounting classes
Accounting class objects enable you to set up categories unique to your business.
| Operation | API endpoint |
|---|---|
| Create an accounting class | POST /v3/categories/accounting-classes |
| Get list of accounting classes | GET /v3/categories/accounting-classes |
| Get accounting class details | GET /v3/categories/accounting-classes/{id} |
| Update an accounting class | PATCH /v3/categories/accounting-classes/{id} |
| Archive an accounting class | POST /v3/categories/accounting-classes/{id}/archive |
| Restore an archived accounting class | POST /v3/categories/accounting-classes/{id}/restore |
Departments
Department objects enable you to set up groups or divisions for your business, such as Marketing, HQ, or Asia-Pacific.
| Operation | API endpoint |
|---|---|
| Create a department | POST /v3/categories/departments |
| Get department details | GET /v3/categories/departments/{id} |
| Update a department | PATCH /v3/categories/departments/{id} |
| Archive a department | POST /v3/categories/departments/{id}/archive |
| Restore an archived department | POST /v3/categories/departments/{id}/restore |
Employees
Employee objects enable you to set up employees on your payroll.
| Operation | API endpoint |
|---|---|
| Create an employee | POST /v3/categories/employees |
| Get employee details | GET /v3/categories/employees/{id} |
| Update an employee | PATCH /v3/categories/employees/{id} |
| Archive an employee | POST /v3/categories/employees/{id}/archive |
| Restore an archived employee | POST /v3/categories/employees/{id}/restore |
Items
Item objects enable you to set up products and/or services sold by your business.
| Operation | API endpoint |
|---|---|
| Create an item | POST /v3/categories/items |
| Get item details | GET /v3/categories/items/{id} |
| Update an item | PATCH /v3/categories/items/{id} |
| Archive an item | POST /v3/categories/items/{id}/archive |
| Restore an archived item | POST /v3/categories/items/{id}/restore |
Jobs
Job objects enable you to set up unique projects with their own set of income and expenses.
| Operation | API endpoint |
|---|---|
| Create a job | POST /v3/categories/jobs |
| Get job details | GET /v3/categories/jobs/{id} |
| Update a job | PATCH /v3/categories/jobs/{id} |
| Archive a job | POST /v3/categories/jobs/{id}/archive |
| Restore an archived job | POST /v3/categories/jobs/{id}/restore |
Locations
Location objects enable you to set up office locations, such as West Coast, San Francisco, or California.
| Operation | API endpoint |
|---|---|
| Create a location | POST /v3/categories/locations |
| Get location details | GET /v3/categories/locations/{id} |
| Update a location | PATCH/v3/categories/locations/{id} |
| Archive a location | POST/v3/categories/locations/{id}/archive |
| Restore an archived location | POST /v3/categories/locations/{id}/restore |