Reports

Retrieves balance sheet report

Changed on

Returns a balance sheet report as of the specified date. Required parameter: as_of_date (ISO-8601 format YYYY-MM-DD). Must be provided or the call will fail. Example: as_of_date=2024-12-31.

get/reports/balance-sheet

Request

Query parameters

as_of_datestring date required

The date for the point-in-time report. Uses ISO-8601 format (YYYY-MM-DD).

subsidiary_idstring uuid

Subsidiary to be used when filtering data

breakdown_by'SUBSIDIARY' | 'CUSTOM_FIELD'

How to break down the report columns. If not specified, returns a single total column.

book_idstring uuid nullable

Book ID to report on. Primary books return primary-only figures; adjustment-overlay books return the combined primary and adjustment view.

Response

OK

as_of_datestring date required

The date of the balance sheet

currencystring required

Currency code following ISO-4217

Changes