v49

latestOpenAPI 3.0.0raw.githubusercontent.com2024-12-22168107389.8 KB

accounting/journalentries

Create Journal Entries

Create Journal Entries in any supported Accounting software

post/accounting/journalentries

Query parameters

remote_databoolean

Set to true to include data from the original Accounting software.

Headers

x-connection-tokenstring required

The connection token

Request body

transaction_datestring date-time nullable

The date of the transaction

paymentsstring[] nullable

The payments associated with the journal entry

applied_paymentsstring[] nullable

The applied payments for the journal entry

memostring nullable

A memo or note for the journal entry

currencystring nullable

The currency of the journal entry

exchange_ratestring nullable

The exchange rate applied to the journal entry

id_acc_company_infostring

The UUID of the associated company info

journal_numberstring nullable

The journal number

tracking_categoriesstring[] nullable

The UUIDs of the tracking categories associated with the journal entry

id_acc_accounting_periodstring nullable

The UUID of the associated accounting period

posting_statusstring nullable

The posting status of the journal entry

field_mappingsobject nullable

The custom field mappings of the object between the remote 3rd party & Panora

Example request

{
  "transaction_date": "2024-06-15T12:00:00Z",
  "payments": [
    "payment1",
    "payment2"
  ],
  "applied_payments": [
    "appliedPayment1",
    "appliedPayment2"
  ],
  "memo": "Monthly expense journal entry",
  "currency": "USD",
  "exchange_rate": "1.2",
  "id_acc_company_info": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "journal_number": "JE-001",
  "tracking_categories": [
    "801f9ede-c698-4e66-a7fc-48d19eebaa4f"
  ],
  "id_acc_accounting_period": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "posting_status": "Posted",
  "line_items": [
    {
      "name": "Net Income",
      "value": 100000,
      "type": "Operating Activities",
      "parent_item": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
      "remote_id": "report_item_1234",
      "remote_generated_at": "2024-07-01T12:00:00Z",
      "company_info_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
      "created_at": "2024-06-15T12:00:00Z",
      "modified_at": "2024-06-15T12:00:00Z"
    }
  ],
  "field_mappings": {
    "custom_field_1": "value1",
    "custom_field_2": "value2"
  }
}

Response

transaction_datestring date-time nullable

The date of the transaction

paymentsstring[] nullable

The payments associated with the journal entry

applied_paymentsstring[] nullable

The applied payments for the journal entry

memostring nullable

A memo or note for the journal entry

currencystring nullable

The currency of the journal entry

exchange_ratestring nullable

The exchange rate applied to the journal entry

id_acc_company_infostring

The UUID of the associated company info

journal_numberstring nullable

The journal number

tracking_categoriesstring[] nullable

The UUIDs of the tracking categories associated with the journal entry

id_acc_accounting_periodstring nullable

The UUID of the associated accounting period

posting_statusstring nullable

The posting status of the journal entry

field_mappingsobject nullable

The custom field mappings of the object between the remote 3rd party & Panora

idstring nullable

The UUID of the journal entry record

remote_idstring

The remote ID of the journal entry in the context of the 3rd Party

remote_created_atstring date-time nullable

The date when the journal entry was created in the remote system

remote_modiified_atstring date-time nullable

The date when the journal entry was last modified in the remote system

remote_dataobject nullable

The remote data of the journal entry in the context of the 3rd Party

created_atstring date-time nullable

The created date of the journal entry record

modified_atstring date-time nullable

The last modified date of the journal entry record

Example response

{
  "transaction_date": "2024-06-15T12:00:00Z",
  "payments": [
    "payment1",
    "payment2"
  ],
  "applied_payments": [
    "appliedPayment1",
    "appliedPayment2"
  ],
  "memo": "Monthly expense journal entry",
  "currency": "USD",
  "exchange_rate": "1.2",
  "id_acc_company_info": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "journal_number": "JE-001",
  "tracking_categories": [
    "801f9ede-c698-4e66-a7fc-48d19eebaa4f"
  ],
  "id_acc_accounting_period": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "posting_status": "Posted",
  "line_items": [
    {
      "name": "Net Income",
      "value": 100000,
      "type": "Operating Activities",
      "parent_item": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
      "remote_id": "report_item_1234",
      "remote_generated_at": "2024-07-01T12:00:00Z",
      "company_info_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
      "created_at": "2024-06-15T12:00:00Z",
      "modified_at": "2024-06-15T12:00:00Z"
    }
  ],
  "field_mappings": {
    "custom_field_1": "value1",
    "custom_field_2": "value2"
  },
  "id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "remote_id": "journal_entry_1234",
  "remote_created_at": "2024-06-15T12:00:00Z",
  "remote_modiified_at": "2024-06-15T12:00:00Z",
  "remote_data": {
    "raw_data": {
      "additional_field": "some value"
    }
  },
  "created_at": "2024-06-15T12:00:00Z",
  "modified_at": "2024-06-15T12:00:00Z"
}