Action

Description

Required scopes

List Bills

Retrieve a paginated list of vendor bills for the account.

List Bill Payments

Retrieve a paginated list of bill payments for the account.

List Accounts

Retrieve a paginated list of chart of accounts entries for the business.

Get Account

Retrieve a single chart of accounts entry by UUID.

Create Account

Create a new account in the chart of accounts.

List Clients

Retrieve a paginated list of clients for the account.

Get Client

Retrieve a single client by ID.

Create Client

Create a new client in the account.

Update Client

Update an existing client's information.

Archive Client

Archive a client by setting their visibility state to deleted.

List Credits

Retrieve a paginated list of credit notes for the account.

Get Credit

Retrieve a single credit note by ID.

Create Credit

Create a new credit note for a client.

Update Credit

Update an existing credit note.

Archive Credit

Archive a credit note by setting its visibility state to deleted.

List Estimates

Retrieve a paginated list of estimates for the account.

Get Estimate

Retrieve a single estimate by ID.

Create Estimate

Create a new estimate for a client.

Update Estimate

Update an existing estimate's details.

Archive Estimate

Archive an estimate by setting its visibility state to deleted.

List Expense Categories

Retrieve a paginated list of expense categories for the account.

Get Expense Category

Retrieve a single expense category by ID.

List Expenses

Retrieve a paginated list of expenses for the account.

Get Expense

Retrieve a single expense record by ID.

Create Expense

Create a new expense record.

Update Expense

Update an existing expense record.

Archive Expense

Archive an expense by setting its visibility state to deleted.

Get Current User

Retrieve the authenticated user's identity, profile, and business memberships.

List Invoices

Retrieve a paginated list of invoices for the account.

Get Invoice

Retrieve a single invoice by ID.

Create Invoice

Create a new invoice for a client.

Update Invoice

Update an existing invoice's details.

Archive Invoice

Archive an invoice by setting its visibility state to deleted.

List Items

Retrieve a paginated list of items (products and services) for the account.

Get Item

Retrieve a single item by ID.

Create Item

Create a new item (product or service) for the account.

Update Item

Update an existing item's details.

Archive Item

Archive an item by setting its visibility state to deleted.

List Journal Entries

Retrieve a paginated list of adjustment journal entries.

Create Journal Entry

Create a new adjustment journal entry.

Update Journal Entry

Update an existing adjustment journal entry.

List Journal Entries By Account

Retrieve journal entries for a specific account.

List Other Income

Retrieve a paginated list of other income entries for the account.

Get Other Income

Retrieve a single other income entry by ID.

Create Other Income

Create a new other income entry.

Update Other Income

Update an existing other income entry.

Delete Other Income

Delete (soft-delete) an other income entry.

List Payments

Retrieve a paginated list of payments applied to invoices.

Get Payment

Retrieve a single payment record by ID.

Create Payment

Record a new payment applied to an invoice.

Update Payment

Update an existing payment record.

Archive Payment

Archive a payment by setting its visibility state to deleted.

Get Account Aging Report

Retrieve the account aging report showing overdue invoice amounts by time interval.

Get Balance Sheet Report

Retrieve the balance sheet report showing assets, liabilities, and equity.

Get Cash Flow Report

Retrieve the cash flow report showing operating, investing, and financing activities.

Get Expense Details Report

Retrieve the expense details report showing all expenses grouped by category, client, vendor, or author.

Get General Ledger Report

Retrieve the general ledger report showing all account transactions with debits and credits.

List Projects

Retrieve a paginated list of projects for the business.

Get Project

Retrieve a single project by ID.

Create Project

Create a new project for a client.

Update Project

Update an existing project's details.

Delete Project

Delete (soft-delete) a project.

List Services

Retrieve a paginated list of services for the business.

Get Service

Retrieve a single service by ID.

Create Service

Create a new service for the business.

Get Service Rate

Retrieve the hourly rate for a service.

Create Service Rate

Set the hourly rate for a service.

Update Service Rate

Update the hourly rate for a service.

List Staff

Retrieve a paginated list of staff members for the account.

Get Staff

Retrieve a single staff member by ID.

List Taxes

Retrieve a list of tax definitions for the account.

Get Tax

Retrieve a single tax definition by ID.

Create Tax

Create a new tax definition for the account.

Update Tax

Update an existing tax definition.

Delete Tax

Permanently delete a tax definition.

List Team Members

Retrieve a paginated list of team members for the business.

Get Team Member

Retrieve a single team member by UUID.

List Time Entries

Retrieve a paginated list of time entries for the business.

Get Time Entry

Retrieve a single time entry by ID.

Create Time Entry

Log a new time entry for a project or client.

Update Time Entry

Update an existing time entry's details.

Delete Time Entry

Delete (soft-delete) a time entry.