--- title: "Query accounting records" method: GET path: "/v3/accounting/records" tags: ["Accounting Records"] --- # Query accounting records `GET /v3/accounting/records` Query accounting records by IDs or with filters for polling. When building integrations with Brex accounting workflow, use filter-based polling as a fallback mechanism. Suggested cadence is 1 hour. **For card and reimbursement records:** Use `review_status` to filter by accounting workflow stage (e.g., READY_FOR_EXPORT, EXPORTED). **For bill records:** Use `source_type=BILL` with `updated_at[gt]` to poll for updated bill records. **Filter Constraints:** - `review_status` is only supported with CARD and REIMBURSEMENT source types ## Query parameters - `ids` string[] - `review_status` 'PREPARE' | 'REVIEW' | 'READY_FOR_EXPORT' | 'EXPORTED' - `limit` number - `cursor` string - `single_entry` boolean - `updated_at` UpdatedAtFilter - `gt` string, date-time — Minimum value to filter by (exclusive) - ISO 8601 format - `gte` string, date-time — Minimum value to filter by (inclusive) - ISO 8601 format - `lt` string, date-time — Maximum value to filter by (exclusive) - ISO 8601 format - `lte` string, date-time — Maximum value to filter by (inclusive) - ISO 8601 format - `source_type` 'CARD' | 'REIMBURSEMENT' | 'BILL' ## Response `200` Query accounting records response - AccountingRecordsResponse - `items` AccountingRecordDetailed[], required — List of accounting records - `id` string, required — Unique identifier for the accounting record - `amount` Amount, required - `amount` number, required — The amount - `currency` string, required — The currency - `original_amount` Amount - `amount` number, required — The amount - `currency` string, required — The currency - `type` 'CARD_EXPENSE_POST' | 'CARD_EXPENSE_REPAYMENT' | 'REIMBURSEMENT_EXPENSE_REPAYMENT' | 'REIMBURSEMENT_EXPENSE_APPROVAL' | 'REIMBURSEMENT_EXPENSE_MONEY_MOVEMENT_PAYOUT' | 'REIMBURSEMENT_EXPENSE_MONEY_MOVEMENT_PAYIN' | 'REIMBURSEMENT_EXPENSE_POST' | 'CARD_PAYMENT' | 'REWARD_REDEMPTION' | 'REIMBURSEMENT_EXPENSE_MONEY_MOVEMENT_REFUND' | 'CARD_EXPENSE_REFUND' | 'CARD_PAYMENT_REFUND' | 'REIMBURSEMENT_EXPENSE_MONEY_MOVEMENT_PAYOUT_REVERSAL' | 'INVOICE' | 'INVOICE_PAYMENT' | 'BILL_EXPENSE' | 'BILL_EXPENSE_PAYMENT' | 'BILL_EXPENSE_CARD_PAYMENT' | 'BILL_MONEY_MOVEMENT_PAYIN', required — Types of accounting records representing different financial transactions: **Card-related transactions:** - `CARD_EXPENSE_POST`: Records when a card expense is posted and settled - `CARD_EXPENSE_REFUND`: Records when a merchant issues a refund for a card transaction - `CARD_EXPENSE_REPAYMENT`: Records when an employee repays money to the company for a card expense - `CARD_PAYMENT`: Records payments from customer to Brex for card balances - `CARD_PAYMENT_REFUND`: Records refunds from Brex to customer for overpayments - `REWARD_REDEMPTION`: Records when a reward is redeemed **Bill-related transactions:** - `BILL_EXPENSE`: Records when a bill expense is created - `BILL_EXPENSE_PAYMENT`: Records when a bill is paid through ACH/wire transfer - `BILL_EXPENSE_CARD_PAYMENT`: Records when a bill is paid using a Brex card **Reimbursement-related transactions:** - `REIMBURSEMENT_EXPENSE_APPROVAL`: Records approval of reimbursement (accrual basis) - `REIMBURSEMENT_EXPENSE_POST`: Records when reimbursement is fulfilled (cash basis) - `REIMBURSEMENT_EXPENSE_REPAYMENT`: Records repayment of a reimbursement expense - `REIMBURSEMENT_EXPENSE_MONEY_MOVEMENT_PAYOUT`: Records payout to employee/third party - `REIMBURSEMENT_EXPENSE_MONEY_MOVEMENT_PAYOUT_REVERSAL`: Records reversal of payout - `REIMBURSEMENT_EXPENSE_MONEY_MOVEMENT_PAYIN`: Records payment from customer to Brex - `REIMBURSEMENT_EXPENSE_MONEY_MOVEMENT_REFUND`: Records refund to customer's bank - `review_status` 'PREPARE' | 'REVIEW' | 'READY_FOR_EXPORT' | 'EXPORTED', required — Current review status of the record in the accounting review lifecycle: `PREPARE` → `REVIEW` → `READY_FOR_EXPORT` → `EXPORTED`. - `source_id` string, nullable — Source transaction ID - `source_type` 'CARD' | 'REIMBURSEMENT' | 'BILL', required — Source type - `erp_posting_date` string, date-time, required — ERP impact date in UTC timezone - `updated_at` string, date-time, required — Last update timestamp in UTC timezone - `version` number, required — Version number - `receipts` Receipt[], nullable — Associated receipts - `id` string, required — Unique identifier for the receipt - `download_uris` string[], nullable — Presigned S3 URLs to download receipt files (expire in 15 minutes) - `user` User - `id` string, required — The ID of the user - `first_name` string, required — The user's first name - `last_name` string, required — The user's last name - `email` string, required — The user's email address - `role` 'ACCOUNT_ADMIN' | 'AP_CLERK' | 'BOOKKEEPER' | 'CARD_ADMIN' | 'EMPLOYEE' | 'EMPLOYEE_WITHOUT_CORP_CARDS' | 'EXPENSE_ADMIN' | 'SUPER_ADMIN' | 'USER_MANAGEMENT_ADMIN', required — The user's role in the system - `status` 'ACTIVE' | 'ARCHIVED' | 'DELETED' | 'DISABLED' | 'INACTIVE' | 'INVITED' | 'PENDING_ACTIVATION', required — The user's status in the system - `manager_id` string — The ID of the user's manager - `department_id` string — The ID of the user's department - `department_name` string — The user's department name - `location_id` string — The ID of the user's location - `location_name` string — The user's location name - `title_id` string — The user's title ID - `title_name` string — The user's title display name - `manager_first_name` string — The user's manager first name - `manager_last_name` string — The user's manager last name - `manager_title_id` string — The user's manager title ID - `manager_title_name` string — The user's manager title display name - `vendor` Vendor - `id` string, required — The unique identifier for the vendor - `name` string, required — The name of the vendor - `contact_name` string, nullable — The name of the contact for the vendor - `email` string, nullable — The email for the vendor - `website` string, nullable — The website of the vendor - `phone` string, nullable — The phone number for the vendor - `memo` string, nullable — Memo/description - `posted_at` string, date-time, required — Source posted date in UTC timezone - `due_at` string, date-time, nullable — Source due at in UTC timezone. For bills only - `invoice_number` string, nullable — Invoice number. For bills only - `line_items` AccountingRecordLineItem[], required — Line items for double-entry bookkeeping - `id` string, required — Unique identifier for the line item - `type` 'CREDIT' | 'DEBIT', required — Type of line item - `amount` Amount, required - `amount` number, required — The amount - `currency` string, required — The currency - `original_amount` Amount - `amount` number, required — The amount - `currency` string, required — The currency - `memo` string, nullable — Memo/description - `accounting_field_values` AccountingFieldValue[], required — Accounting field mappings - `brex_field_id` string, required — Brex internal field identifier - `remote_field_id` string, nullable, required — Remote system field identifier - `brex_field_value_id` string, required — Brex internal field value identifier - `remote_field_value_id` string, nullable, required — Remote system field value identifier - `total_count` number, nullable — Total count of records matching the query - `next_cursor` string, nullable — Cursor for the next page of results - `has_next_page` boolean, required — Whether there are more results available ## Other responses - `400` — Bad request - `401` — Unauthorized - `403` — Forbidden - `500` — Internal server error --- [API](https://skmtc.dev/brex-com/apis/accounting-api.md) · [All operations](https://skmtc.dev/brex-com/apis/accounting-api/llms.txt) · [OpenAPI document](https://skmtc-service-production.skmtc.workers.dev/v1/apis/brex-com/accounting-api/revisions/19746ae84d48/schema)