Reports

Get the trial balance as of a date

Returns the trial balance for the company as of asOfDate (or the latest available month when omitted). The response includes isBalanced: true when |debitTotal - creditTotal| <= 1 cent (REPORT_SELF_CHECK_TOLERANCE_CENTS). Only posted GL entries are included. Uses the same computation as the accountant trial balance but is scoped to the authenticated company member.

get/companies/{companyId}/reports/trial-balance

Request

  • Base URL: https://api.medianfi.com/api/v1
  • URL: https://api.medianfi.com/api/v1/companies/{companyId}/reports/trial-balance
  • Auth: HTTP bearer

Query parameters

entityIdstring uuid

Concrete legal entity to read. Mutually exclusive with reportingScopeId/scopeAsOf. Omission is accepted only when the actor is authorized to exactly one concrete entity.

reportingScopeIdstring uuid

Immutable within-company consolidated reporting-scope identity. Must be supplied with scopeAsOf and cannot be combined with entityId.

scopeAsOfstring date

ISO date used to pin the effective sealed reporting-scope hierarchy version. Must be supplied with reportingScopeId.

asOfDatestring date

ISO date (YYYY-MM-DD). Mid-month requests are calculated from posted entries through this exact date when an entity can be resolved; otherwise the response identifies its monthly-cache fallback.

endDatestring date

Alias for asOfDate (backward compatibility).

monthstring

YYYY-MM or YYYY-MM-DD month string (legacy; prefer asOfDate).

Response

Trial balance

successboolean

Changes

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