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Financial statements

Get categorized profit and loss statement

The Get categorized profit and loss statement endpoint returns a list of categorized accounts that appear on a company’s Profit and Loss statement. It also includes a balance as of the financial statement date.

Codat suggests a category for each account automatically, but you can change it to a more suitable one.

get/companies/{companyId}/reports/enhancedProfitAndLoss/accounts

Query parameters

reportDatestring
Example:29-09-2020

The date in which the report is created up to. Users must specify a specific date, however the response will be provided for the full month.

numberOfPeriodsinteger

The number of periods to return. If not provided, 12 periods will be used as the default value.

Response

OK

reportInfoEnhancedReportInfo — unresolved $ref

Example response

{
  "reportInfo": {
    "reportName": "EnhancedProfitAndLossAccounts",
    "companyName": "ABC LTD",
    "generatedDate": "2022-01-01"
  },
  "reportItems": [
    {
      "date": "2022-01-01",
      "balance": 70,
      "accountName": "Sales UK",
      "accountId": "13931cbf-ea06-4d6e-9538-a8457fa66011",
      "accountCategory": {
        "status": "Suggested",
        "levels": [
          {
            "levelName": "Income",
            "confidence": 0.95
          },
          {
            "levelName": "Revenue",
            "confidence": 0.9
          }
        ]
      }
    },
    {
      "date": "2022-01-01",
      "balance": 30,
      "accountName": "Sales US",
      "accountId": "13931cbf-ea06-4d6e-9538-a8457fa66011",
      "accountCategory": {
        "lastUpdated": "2022-01-02",
        "status": "Suggested",
        "levels": [
          {
            "levelName": "Income",
            "confidence": 0.95
          },
          {
            "levelName": "Revenue",
            "confidence": 0.9
          }
        ]
      }
    },
    {
      "date": "2022-01-01",
      "balance": 70,
      "accountName": "Amazon",
      "accountId": "13931cbf-ea06-4d6e-9538-a8457fa66011",
      "accountCategory": {
        "lastUpdated": "2022-01-02",
        "status": "Suggested",
        "levels": [
          {
            "levelName": "Income",
            "confidence": 0.95
          },
          {
            "levelName": "Revenue",
            "confidence": 0.95
          },
          {
            "levelName": "Online",
            "confidence": 0.8
          }
        ]
      }
    }
  ]
}