Accounting

List business-case templates available to the authenticated company, grouped by financial-year period.

This operation remains available until <b>2027-08-14</b> and is removed after that date. Use <code>GET /core/v1/accounting/companies/current/business-case-templates</code> instead.<br/><br/>Returns the manual-journal categories ("business-case templates") the caller's company is allowed to book against, grouped by the financial-year period in which they are valid. Each period carries its <code>periodFrom</code> / <code>periodTo</code>, the company's <code>legalForm</code> and active VAT regime, and the templates that pass the legal-form / VAT-regime filters for that period. Templates are sorted by <code>code</code>; the <code>display</code> field is pre-translated using the <code>Accept-Language</code> header and the full per-language map is also returned in <code>i18n</code> / <code>keywordI18ns</code>. Tenant and company are derived from the bearer token — there are no path or query parameters to override them. The endpoint is a pure read — idempotent, no side effects. The caller must hold the <code>ACCOUNTING</code> permission on the company in scope.

get/core/latest/accounting/companies/current/business-case-templates

Request

  • Base URL: https://api.klara.ch
  • URL: https://api.klara.ch/core/latest/accounting/companies/current/business-case-templates
  • Auth: one of:
    • API key in header X-API-KEY
    • HTTP bearer

Headers

Accept-Languagestring
Example:de-CH

IETF language tag used to translate the <code>display</code> field of each template. Examples: <code>de-CH</code>, <code>fr-CH</code>, <code>it-CH</code>, <code>en</code>.

Response

Business-case templates grouped by financial-year period. May be an empty array when the company has no open fiscal year yet.

companyIdinteger

Internal id of the company this period belongs to.

periodFromstring date

Inclusive start date of the financial year (ISO yyyy-MM-dd).

periodTostring date

Inclusive end date of the financial year (ISO yyyy-MM-dd).

legalFormstring

Legal form of the company during this period. Allowed values include EINZEL, GMBH, AG, KOLLEKTIV, KOMMANDIT, GENOSSENSCHAFT, VEREIN, STIFTUNG.

statusstring

Status of the fiscal year. Allowed values: OPEN, CLOSING, CLOSED.

Example response

[
  {
    "companyId": 1,
    "periodFrom": "2024-01-01",
    "periodTo": "2024-12-31",
    "legalForm": "EINZEL",
    "companyVat": {
      "id": 42,
      "reportingVat": "EFFECTIVE",
      "billing": "AGREED",
      "code": "EFFECTIVE_AGREED",
      "hasVat": true,
      "validFrom": "2024-01-01",
      "validTo": "2024-12-31"
    },
    "status": "OPEN",
    "businessCaseTemplates": [
      {
        "id": 101,
        "code": "OFFICE_SUPPLIES",
        "display": "Bürobedarf",
        "i18n": {
          "de": "Bürobedarf",
          "fr": "Fournitures de bureau"
        },
        "keywordI18ns": {
          "de": "Büro Material",
          "fr": "Fournitures"
        },
        "group": "Operating expenses"
      }
    ]
  }
]

Changes

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