v1

latestOpenAPI 3.0.12026-07-26222700728.0 KB

Reports

Trial Balance

Generate a Trial Balance Report

post/v6/reports/trialBalance

Request body

exportType'JSON' | 'CSV'

Export format for the report

accountingMethod'ACCRUAL' | 'CASH'

Accounting method to generate the report in. Defaults to the company's configured accounting method.

dateGrouping'DAILY' | 'MONTHLY' | 'QUARTERLY' | 'YEARLY' | 'NONE'

Example request

{
  "filter": {
    "beginDate": "2025-01-01",
    "endDate": "2025-12-31"
  },
  "grouping": {
    "period": "MONTHLY"
  }
}

Response

Success

result'SUCCESS' | 'FAILURE'

The result of the action performed.

Example response

{
  "data": {
    "json": [
      {
        "name": "Jan 2025",
        "children": [
          {
            "name": "Assets",
            "accountId": "gla_123",
            "accountNo": "10000",
            "children": [
              {
                "glAccount": {
                  "id": "gla_38560327",
                  "name": "Officer(s) Salaries and Wages",
                  "accountNo": "60210",
                  "type": "EXPENSE",
                  "iconUrl": "https://cdn.sandbox.tight.com/icons/glAccountTypes/expense.png",
                  "displayName": "#60210 Officer(s) Salaries and Wages"
                }
              }
            ]
          }
        ]
      }
    ],
    "meta": {
      "generatedBy": "John Doe",
      "footerLine": "Generated by Tight"
    }
  }
}