Data Cleaning

Remap Chart Of Accounts

Re-run CoA mapping for one entity against the chart already in accounts.

Applied journal entries are layered onto the internal balances during mapping, so approving an AJE changes both the pairings and the deltas — but nothing re-ran the agent afterwards. This is that trigger. It does not re-extract: the external chart is read back from accounts, so the advisor's document set and any account retyping are left alone.

entity_id is required. Mapping pairs one entity's internals against that same entity's reported captions; a run without one summed every entity's books together. period_key is the year to map — omit it to let the resolver pick the year both sides share.

reset clears this entity's existing matches first, including any the advisor set by hand. A plain re-run only fills gaps, so this is the only way to make the matcher reconsider what it already decided.

post/api/businesses/{business_id}/workbook/remap

Request

  • Base URL
    https://api.flagpost.ai (the document declares no server; this is the origin it was published from)
  • Auth
    HTTP bearer

Path parameters

business_idstring required

Query parameters

entity_idstring required
period_keystring nullable
resetboolean

Response

Successful Response

object required

Changes

No recorded changes to this operation across all 1 revision of this API.