Tasks

List document categories

Changed on

The document types a task can be filed under - "W-2", "1099-INT", "Schedule C" and so on. The list is global rather than per firm, so it is reference data: read it once and use an id as document_category_id when creating or updating a task. Ordered as the app displays them.

get/document_categories

Request

  • Base URL
    https://app2.gettruss.io/api/v1
  • URL
    https://app2.gettruss.io/api/v1/document_categories
  • Auth
    HTTP bearer

Response

successfully returns every document category

Changes