# DualEntry Documentation

## Docs

- [How to Use the AI Accounting Copilot](https://docs.dualentry.com/accountants/ai-automation/ai-accounting-copilot.md): Use the DualEntry AI Accounting Copilot to query balances, draft journal entries, and generate variance explanations from your live GL data.
- [Anomaly Detection](https://docs.dualentry.com/accountants/ai-automation/anomaly-detection.md): How DualEntry anomaly detection surfaces unusual transactions and balances - detection rules, sensitivity tuning, and alert channels.
- [How to Use Automated Categorization](https://docs.dualentry.com/accountants/ai-automation/automated-categorization.md): Configure DualEntry to automatically categorize transactions using rules and learned patterns - set thresholds, review suggestions, and train the model.
- [How to Run Bulk Updates and Reclasses](https://docs.dualentry.com/accountants/ai-automation/bulk-update-and-reclass.md): Update or reclassify large numbers of transactions in DualEntry using natural-language bulk operations with full audit-trail capture.
- [AI Features Overview](https://docs.dualentry.com/accountants/ai-automation/index.md): Overview of DualEntry AI features - Accounting Copilot, anomaly detection, automated categorization, OCR, bulk operations, and Spotlight Search.
- [How to Upload Bills and Receipts via OCR](https://docs.dualentry.com/accountants/ai-automation/ocr-document-upload.md): Upload bills and receipts to DualEntry as images or PDFs - OCR extracts header and line-item data, then creates draft records for your review.
- [Spotlight Search Reference](https://docs.dualentry.com/accountants/ai-automation/spotlight-search.md): Reference for DualEntry Spotlight Search - indexed record types, query syntax with type filters, keyboard shortcuts, and result grouping.
- [How to Track 1099-Eligible Spend](https://docs.dualentry.com/accountants/core-financials/accounts-payable/1099-tracking.md): Configure vendors as 1099-eligible, track qualifying spend through the year, and generate the data needed for 1099 filing.
- [How to Record and Manage Bills](https://docs.dualentry.com/accountants/core-financials/accounts-payable/bill-management.md): Enter, edit, approve, and post vendor bills in DualEntry - including OCR upload, line-item coding, and approval routing.
- [Accounts Payable](https://docs.dualentry.com/accountants/core-financials/accounts-payable/index.md): Manage the full vendor spend lifecycle in DualEntry - bill entry, approval routing, vendor payments, purchase orders, and 1099 reporting.
- [Purchase Orders Reference](https://docs.dualentry.com/accountants/core-financials/accounts-payable/purchase-orders.md): Reference for DualEntry purchase orders - required fields, approval workflow, three-way matching, receiving, and converting POs to bills.
- [How to Pay Vendors](https://docs.dualentry.com/accountants/core-financials/accounts-payable/vendor-payments.md): Schedule and execute vendor payments in DualEntry - single payments, payment runs, ACH and check, and applying credits or prepayments.
- [How to Record Customer Payments](https://docs.dualentry.com/accountants/core-financials/accounts-receivable/customer-payments.md): Apply customer payments to invoices in DualEntry - single payments, batch deposits, partial payments, prepayments, and refunds.
- [Accounts Receivable](https://docs.dualentry.com/accountants/core-financials/accounts-receivable/index.md): Manage the revenue side of your business in DualEntry - invoicing, automated dunning, customer payments, and sales order management.
- [How to Invoice Customers and Run Dunning](https://docs.dualentry.com/accountants/core-financials/accounts-receivable/invoicing-and-dunning.md): Generate, send, and track customer invoices in DualEntry, plus configure automated dunning sequences for overdue accounts.
- [Order Management Reference](https://docs.dualentry.com/accountants/core-financials/accounts-receivable/order-management.md): Reference for sales orders in DualEntry - order lifecycle, fulfillment tracking, backorders, billing schedules, and invoice conversion.
- [How to Connect Bank Accounts](https://docs.dualentry.com/accountants/core-financials/cash-management/bank-connections.md): Connect your bank accounts to DualEntry for automated transaction sync, GL mapping, reconnection, and troubleshooting connection issues.
- [Bank Match AI](https://docs.dualentry.com/accountants/core-financials/cash-management/bank-match-ai.md): How DualEntry's Bank Match AI automates routine bank reconciliation matching - what it does, when to override it, and how it learns from your corrections.
- [How to Reconcile Bank Accounts](https://docs.dualentry.com/accountants/core-financials/cash-management/bank-reconciliation.md): Reconcile bank activity against your ledger in DualEntry - matching transactions, handling timing differences, and clearing reconciled items.
- [Cash Management](https://docs.dualentry.com/accountants/core-financials/cash-management/index.md): Manage cash in DualEntry with automated bank connections, AI-powered reconciliation matching, and a unified workspace for exception handling.
- [How to Reconcile Balance-Sheet Accounts](https://docs.dualentry.com/accountants/core-financials/close-management/account-reconciliation.md): Reconcile balance-sheet accounts in DualEntry - set up workpapers, match supporting detail, attach evidence, and sign off at period end.
- [How to Run Flux Analysis](https://docs.dualentry.com/accountants/core-financials/close-management/flux-analysis.md): Compare period-over-period balances in DualEntry, flag material variances, and document explanations for audit and management review.
- [Close Management](https://docs.dualentry.com/accountants/core-financials/close-management/index.md): Overview of DualEntry Close Management - month-end checklists, account reconciliation, flux analysis, and period locking workflows.
- [Tutorial: Run a Month-End Close](https://docs.dualentry.com/accountants/core-financials/close-management/month-end-close-checklist.md): Step-by-step tutorial for running a month-end close in DualEntry - create checklists, assign tasks, track progress, and lock the period.
- [How to Manage Fixed Assets](https://docs.dualentry.com/accountants/core-financials/fixed-asset-management.md): Track fixed assets in DualEntry - acquisition, depreciation schedules, multi-book depreciation, disposals, and impairment.
- [How to Configure the Chart of Accounts](https://docs.dualentry.com/accountants/core-financials/general-ledger/chart-of-accounts.md): Set up and maintain your DualEntry chart of accounts - account types, numbering hierarchy, and multi-entity configuration.
- [General Ledger](https://docs.dualentry.com/accountants/core-financials/general-ledger/index.md): Overview of the DualEntry General Ledger - chart of accounts, journal entries, and period locking that underpin every transaction.
- [Journal Entries: Reference](https://docs.dualentry.com/accountants/core-financials/general-ledger/journal-entries.md): Reference for DualEntry journal entries - required fields, posting rules, intercompany entries, recurring entries, and classifications.
- [How to Lock and Unlock Accounting Periods](https://docs.dualentry.com/accountants/core-financials/general-ledger/period-locking.md): Lock and unlock accounting periods in DualEntry to protect closed books, manage late-entry exceptions, and maintain an audit trail.
- [Tax Management](https://docs.dualentry.com/accountants/core-financials/tax-management/index.md): Overview of DualEntry's native tax management for US sales and use tax, EU/UK VAT, and GST across multiple international jurisdictions.
- [Non-US Taxes](https://docs.dualentry.com/accountants/core-financials/tax-management/non-us-taxes.md): How to configure and apply VAT and GST in DualEntry: EU/UK VAT, GST across India and Asia-Pacific, reverse charge, and cross-border treatments.
- [US Taxes](https://docs.dualentry.com/accountants/core-financials/tax-management/us-taxes.md): How to configure and apply US sales and use tax in DualEntry: nexuses, tax codes, exemptions, and the period-end remittance workflow.
- [Migrating from NetSuite](https://docs.dualentry.com/accountants/get-started/from-netsuite.md): Migrate from NetSuite to DualEntry - subsidiary mapping, classification setup, opening balances, parallel run, and cutover validation.
- [Migrating from QuickBooks or Xero](https://docs.dualentry.com/accountants/get-started/from-quickbooks-xero.md): Migration guide for teams moving to DualEntry from QuickBooks or Xero - what to bring across, what to recreate, and how to validate the cutover.
- [DualEntry Documentation](https://docs.dualentry.com/accountants/get-started/index.md): Documentation for accountants using DualEntry - getting started, core financials, revenue recognition, reporting, and integrations.
- [Key Concepts: DualEntry's Data Model](https://docs.dualentry.com/accountants/get-started/key-concepts.md): How entities, periods, transactions, and classifications connect in DualEntry - the foundational mental model for accountants and developers.
- [Keyboard Shortcuts](https://docs.dualentry.com/accountants/get-started/keyboard-shortcuts.md): Complete reference for keyboard shortcuts in DualEntry: form actions, navigation, report quick-jumps, function keys, currency selection, and date fields.
- [Tutorial: Your First Week with DualEntry](https://docs.dualentry.com/accountants/get-started/quickstart-first-week.md): Go from a fresh DualEntry tenant to a posted journal entry - chart of accounts, team setup, bank connection, and trial balance.
- [ADP TotalSource Integration: Finch Connect and Payroll Sync](https://docs.dualentry.com/accountants/integrations/adp.md): Connect ADP TotalSource to DualEntry through Finch, map locations and employees to companies, and import consolidated payroll journal entries per pay run.
- [Avalara AvaTax Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/avalara.md): Connect Avalara AvaTax to DualEntry to calculate U.S. sales tax in real time on invoices, sales orders, cash sales, and customer credits.
- [Banking Connections: Paths, Sync, and Security](https://docs.dualentry.com/accountants/integrations/banking-connections.md): How DualEntry's banking connections work: where to add them, the three connection paths, sync behavior, reconnect, refresh limits, and security.
- [Bill.com Integration: Setup, Mapping, and AP Sync](https://docs.dualentry.com/accountants/integrations/bill-com.md): Connect Bill.com to DualEntry to sync vendors, bills, payments, credits, funding accounts, and items, with chart-of-account alignment to Bill.com.
- [Brex Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/brex.md): Connect Brex to DualEntry to sync your Chart of Accounts into Brex and import card transactions, transfers, and reimbursements into your ledger.
- [Bulk Import: Load Records from a File](https://docs.dualentry.com/accountants/integrations/bulk-import.md): Bulk-import many records into DualEntry from a single file at once - for onboarding historical data, migrating from another system, or large-scale changes.
- [Chargebee Integration: RevRec Journal Posting](https://docs.dualentry.com/accountants/integrations/chargebee.md): Configure Chargebee RevRec Premium to post revenue recognition journal entries directly to your DualEntry general ledger when you close a period.
- [Cubby Storage Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/cubby.md): Connect Cubby Storage to DualEntry to import facility activity as journal entries in cash-based or accrual-based mode, configurable per integration.
- [Deel Integration: OAuth Setup and AP Sync](https://docs.dualentry.com/accountants/integrations/deel.md): Connect Deel to DualEntry with OAuth2, map legal entities to companies, sync people as vendors, and import Deel invoices as vendor bills in Accounts Payable.
- [Gusto Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/gusto.md): Connect Gusto to DualEntry to sync each payroll run as a single consolidated journal entry for earnings, taxes, deductions, and contributions.
- [HubSpot Integration: OAuth, settings, and revenue objects](https://docs.dualentry.com/accountants/integrations/hubspot.md): Connect HubSpot with OAuth2, configure GL mapping settings, sync closed-won deals into draft contracts, and optionally import HubSpot invoices into DualEntry.
- [DualEntry Integrations](https://docs.dualentry.com/accountants/integrations/index.md): Overview of DualEntry integrations - Stripe, Salesforce, HubSpot, banking, payroll, data warehouses, and the path to a custom integration.
- [PostgreSQL Integration: Export Credentials Setup](https://docs.dualentry.com/accountants/integrations/postgresql.md): Register PostgreSQL as a DualEntry export destination - validate connectivity, store credentials in AWS Secrets Manager, and link an export integration.
- [Ramp Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/ramp.md): Connect Ramp to DualEntry for automatic bidirectional sync of card transactions, bills, reimbursements, vendors, and chart of accounts every two hours.
- [Salesforce Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/salesforce.md): Connect Salesforce with OAuth, configure GL mapping, and sync accounts, contacts, products, and won opportunities into customers, items, and draft contracts.
- [Snowflake Integration: Export Credentials Setup](https://docs.dualentry.com/accountants/integrations/snowflake.md): Register Snowflake as a DualEntry export destination - validate connectivity, store credentials in AWS Secrets Manager, and link an export integration.
- [Stripe Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/stripe.md): Connect your Stripe account to DualEntry to automatically sync customers, invoices, payments, payouts, and processing fees into your ledger.
- [Zapier Integration: Setup, Authentication, and Actions](https://docs.dualentry.com/accountants/integrations/zapier.md): Connect DualEntry to Zapier with an organization API key to create, update, search, and trigger DualEntry records from thousands of other apps.
- [Zoho Books Integration: OAuth, AR Sync, and Custom Fields](https://docs.dualentry.com/accountants/integrations/zoho.md): Connect Zoho Books to DualEntry via OAuth2 to import customers, items, invoices, and customer payments as AR master data and journal entries.
- [How to Configure Approval Workflows](https://docs.dualentry.com/accountants/platform-configuration/approval-workflows.md): Build approval workflows in DualEntry with multi-stage approvals, conditional routing, delegation rules, and full audit trail capture.
- [Audit Trail and Compliance](https://docs.dualentry.com/accountants/platform-configuration/audit-trail-and-compliance.md): How DualEntry's audit trail works, what actions it captures, the seven-year retention policy, and how it supports SOC 2 and SOX audits.
- [How to Configure Budgets and Forecasts](https://docs.dualentry.com/accountants/platform-configuration/budgeting-and-forecasting.md): Set up budgets and rolling forecasts in DualEntry with version control, dimensional breakdowns, variance reporting, and CSV import.
- [How to Configure Multi-Book](https://docs.dualentry.com/accountants/platform-configuration/multi-book.md): Run parallel books in DualEntry for book vs. tax, IFRS vs. US GAAP, and statutory vs. management reporting within a single tenant.
- [How to Configure Multi-Currency](https://docs.dualentry.com/accountants/platform-configuration/multi-currency-setup.md): Enable and configure multi-currency in DualEntry - base currency, transactional currencies, FX rate sources, and revaluation policy.
- [How to Configure Multi-Entity and Consolidation](https://docs.dualentry.com/accountants/platform-configuration/multi-entity-consolidation.md): Set up multi-entity structures in DualEntry - entity hierarchy, intercompany rules, eliminations, and consolidated reporting.
- [How to Configure Multiple Fiscal Calendars](https://docs.dualentry.com/accountants/platform-configuration/multi-fiscal-calendar.md): Run different fiscal calendars per entity in DualEntry - 4-4-5 patterns, non-calendar year-ends, and reporting alignment.
- [How to Configure Subscription Billing](https://docs.dualentry.com/accountants/platform-configuration/subscription-billing.md): Set up subscription billing in DualEntry with contracts, billing schedules, usage-based pricing, and ASC 606 revenue recognition.
- [Templated Workflow Builder](https://docs.dualentry.com/accountants/platform-configuration/templated-workflow-builder.md): Build reusable, multi-step templated workflows in DualEntry that combine approvals, notifications, field updates, and conditional routing.
- [User Roles and Permissions Reference](https://docs.dualentry.com/accountants/platform-configuration/user-roles-and-permissions.md): Reference for the role-based permission model in DualEntry - built-in roles, custom roles, scope, and the permission matrix.
- [Aging Reports Reference](https://docs.dualentry.com/accountants/reporting-analytics/aging-reports.md): Reference for AR and AP aging reports in DualEntry - configurable age buckets, grouping dimensions, drill-down behavior, and export formats.
- [How to Use the Custom Report Builder](https://docs.dualentry.com/accountants/reporting-analytics/custom-report-builder.md): Build, save, and share custom reports in DualEntry - choosing dimensions and measures, filters, grouping, and scheduling delivery.
- [How to Build Dashboards](https://docs.dualentry.com/accountants/reporting-analytics/dashboards.md): Compose dashboards in DualEntry from saved reports, metric tiles, and charts - configure layouts, sharing, refresh cadence, and embedding.
- [How to Export Reports and Manage Report Groups](https://docs.dualentry.com/accountants/reporting-analytics/exporting-and-report-groups.md): Export DualEntry reports to CSV, Excel, or PDF, and organize related reports into reusable report groups for recurring close packages.
- [How to Generate Flux Reports](https://docs.dualentry.com/accountants/reporting-analytics/flux-reporting.md): Generate period-over-period flux reports in DualEntry - configuring comparison periods, materiality thresholds, and required commentary.
- [Reporting and Analytics](https://docs.dualentry.com/accountants/reporting-analytics/index.md): Overview of DualEntry reporting - standard financial statements, the custom report builder, dashboards, and the data export pipeline.
- [How to Run Multi-Currency Reports](https://docs.dualentry.com/accountants/reporting-analytics/multi-currency-reporting.md): Generate reports in functional or reporting currencies in DualEntry - translation rules, FX rate sources, and CTA handling.
- [Standard Financial Statements Reference](https://docs.dualentry.com/accountants/reporting-analytics/standard-financial-statements.md): Reference for the standard financial statements DualEntry produces - balance sheet, income statement, statement of cash flows, and statement of equity.
- [Configure Allocations and Standalone Selling Price](https://docs.dualentry.com/accountants/revenue-recognition/allocations-and-ssp.md): Set up standalone selling prices and allocate transaction price across performance obligations in DualEntry under ASC 606.
- [ASC 606 in DualEntry](https://docs.dualentry.com/accountants/revenue-recognition/asc-606.md): How DualEntry implements the five-step ASC 606 model - contracts, obligations, transaction price, allocation, and recognition.
- [Change Orders, Terminations, and Renewals](https://docs.dualentry.com/accountants/revenue-recognition/change-orders-terminations-renewals.md): Process contract change orders, terminations, and renewals in DualEntry and understand their revenue impact under ASC 606.
- [Revenue Recognition](https://docs.dualentry.com/accountants/revenue-recognition/index.md): How DualEntry implements revenue recognition under ASC 606 - contracts, performance obligations, allocations, and reporting.
- [Revenue Recognition Reporting Reference](https://docs.dualentry.com/accountants/revenue-recognition/reporting.md): Reference for the revenue recognition reports DualEntry produces - recognized revenue, deferred revenue, contract balances, and auditor schedules.
- [Sync Stripe Subscriptions for Revenue Recognition](https://docs.dualentry.com/accountants/revenue-recognition/stripe-revenue-sync.md): Connect Stripe to DualEntry so subscription contracts and changes flow into the ASC 606 revenue recognition engine automatically.
- [Get account](https://docs.dualentry.com/developers/api/resources-v1/accounts/get-account.md): Retrieve a specific account by number with all related data including company access.
- [List accounts](https://docs.dualentry.com/developers/api/resources-v1/accounts/list-accounts.md): Retrieve a paginated list of chart of accounts with filtering, search, and ordering capabilities.
- [Get approval actions for execution state](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/get-approval-actions-for-execution-state.md): Retrieve all approval actions (history) for a specific workflow execution state.
- [Get execution state by ID](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/get-execution-state-by-id.md): Retrieve a single workflow execution state by its ID.
- [Get roles for workflow conditions](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/get-roles-for-workflow-conditions.md): Returns all active roles that can be used in workflow conditions.
- [Get workflow by ID](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/get-workflow-by-id.md): Retrieve a single approval workflow by its ID, including all steps, conditions, and approvers.
- [Get workflow version history](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/get-workflow-version-history.md): Retrieve version history for a workflow including changes, timestamps, and optionally full snapshots.
- [List approval actions](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/list-approval-actions.md): Retrieve a paginated list of approval actions (history) with filtering options.
- [List execution states](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/list-execution-states.md): Retrieve a paginated list of workflow execution states (approval statuses for records).
- [List workflows](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/list-workflows.md): Retrieve a paginated list of approval workflows with filtering options by company, record type, and active status.
- [Create BankTransfer record](https://docs.dualentry.com/developers/api/resources-v1/bank-transfers/create-banktransfer-record.md): Create a new BankTransfer record with the provided data. Validates all required fields and business rules.
- [Get BankTransfer record](https://docs.dualentry.com/developers/api/resources-v1/bank-transfers/get-banktransfer-record.md): Retrieve a specific BankTransfer record by its record number with all related data.
- [List BankTransfer records](https://docs.dualentry.com/developers/api/resources-v1/bank-transfers/list-banktransfer-records.md): Retrieve a paginated list of BankTransfer records with filtering and ordering options.
- [Update BankTransfer record](https://docs.dualentry.com/developers/api/resources-v1/bank-transfers/update-banktransfer-record.md): Update an existing BankTransfer record with the provided data. Validates all required fields and business rules.
- [Create Bill record](https://docs.dualentry.com/developers/api/resources-v1/bills/create-bill-record.md): Create a new Bill record with the provided data. Validates all required fields and business rules.
- [Create Bill record attachments](https://docs.dualentry.com/developers/api/resources-v1/bills/create-bill-record-attachments.md): Upload attachments to a Bill record.
- [Get Bill record](https://docs.dualentry.com/developers/api/resources-v1/bills/get-bill-record.md): Retrieve a specific Bill record by its record number with all related data.
- [List Bill records](https://docs.dualentry.com/developers/api/resources-v1/bills/list-bill-records.md): Retrieve a paginated list of Bill records with filtering and ordering options.
- [Update Bill record](https://docs.dualentry.com/developers/api/resources-v1/bills/update-bill-record.md): Update an existing Bill record with the provided data. Validates all required fields and business rules.
- [Update Bill record (partial)](https://docs.dualentry.com/developers/api/resources-v1/bills/update-bill-record-partial.md): Partially update an existing Bill record. Send only the fields you want to change — anything you don't send stays as it is. Updates are subject to the same constraints as the full update endpoint: period locks, payment-applied restrictions, and approval-workflow rules apply.
- [Get budget](https://docs.dualentry.com/developers/api/resources-v1/budgets/get-budget.md): Retrieve a specific budget by ID with all related data.
- [List budgets](https://docs.dualentry.com/developers/api/resources-v1/budgets/list-budgets.md): Retrieve a paginated list of budgets with filtering and search capabilities.
- [Create CashSale record](https://docs.dualentry.com/developers/api/resources-v1/cash-sales/create-cashsale-record.md): Create a new CashSale record with the provided data. Validates all required fields and business rules.
- [Create CashSale record attachments](https://docs.dualentry.com/developers/api/resources-v1/cash-sales/create-cashsale-record-attachments.md): Upload attachments to a CashSale record.
- [Get CashSale record](https://docs.dualentry.com/developers/api/resources-v1/cash-sales/get-cashsale-record.md): Retrieve a specific CashSale record by its record number with all related data.
- [List CashSale records](https://docs.dualentry.com/developers/api/resources-v1/cash-sales/list-cashsale-records.md): Retrieve a paginated list of CashSale records with filtering and ordering options.
- [Update CashSale record](https://docs.dualentry.com/developers/api/resources-v1/cash-sales/update-cashsale-record.md): Update an existing CashSale record with the provided data. Validates all required fields and business rules.
- [List Classification Lines](https://docs.dualentry.com/developers/api/resources-v1/classifications-lines/list-classification-lines.md)
- [Create Classification](https://docs.dualentry.com/developers/api/resources-v1/classifications/create-classification.md)
- [Delete Classification](https://docs.dualentry.com/developers/api/resources-v1/classifications/delete-classification.md)
- [Get Classification](https://docs.dualentry.com/developers/api/resources-v1/classifications/get-classification.md)
- [List Classifications](https://docs.dualentry.com/developers/api/resources-v1/classifications/list-classifications.md)
- [Update Classification](https://docs.dualentry.com/developers/api/resources-v1/classifications/update-classification.md)
- [Update classification (partial)](https://docs.dualentry.com/developers/api/resources-v1/classifications/update-classification-partial.md): Update specific fields on a classification. Send only the fields you want to change — anything you don't send stays as it is. Use `null` on `parent_id` to remove a parent.
- [Get company](https://docs.dualentry.com/developers/api/resources-v1/companies/get-company.md): Retrieve a specific company by ID with all related data including company access.
- [List companies](https://docs.dualentry.com/developers/api/resources-v1/companies/list-companies.md): Retrieve a paginated list of companies with filtering, search, and ordering capabilities.
- [Create Contract](https://docs.dualentry.com/developers/api/resources-v1/contracts/create-contract.md)
- [Get Contract](https://docs.dualentry.com/developers/api/resources-v1/contracts/get-contract.md)
- [List Contracts](https://docs.dualentry.com/developers/api/resources-v1/contracts/list-contracts.md)
- [List usage records for a contract](https://docs.dualentry.com/developers/api/resources-v1/contracts/list-usage-records-for-a-contract.md): Return all usage records for a given contract.
- [Upsert usage records for contract obligations](https://docs.dualentry.com/developers/api/resources-v1/contracts/upsert-usage-records-for-contract-obligations.md): Create or update usage records in batch. Items with an 'id' field are updated; items without are created. Generates revenue recognitions and invoices.
- [Create custom field](https://docs.dualentry.com/developers/api/resources-v1/custom-fields/create-custom-field.md): Create a new custom field definition. Supply `applies_to` to bind the field to record types, and `company_ids` (or `company_id`) to restrict it to specific companies.
- [Delete custom field](https://docs.dualentry.com/developers/api/resources-v1/custom-fields/delete-custom-field.md): Delete a custom field definition. Fails with 422 if any record already has a value stored against this field — clear those values first, or archive the field via `is_active=false` instead.
- [Get custom field](https://docs.dualentry.com/developers/api/resources-v1/custom-fields/get-custom-field.md): Retrieve a specific custom field definition by id.
- [List custom fields](https://docs.dualentry.com/developers/api/resources-v1/custom-fields/list-custom-fields.md): Retrieve a paginated list of custom field definitions with filtering and ordering options.
- [Update custom field](https://docs.dualentry.com/developers/api/resources-v1/custom-fields/update-custom-field.md): Update an existing custom field definition. `applies_to` and `company_ids` are replaced wholesale — send the full desired list. `field_type` cannot be changed after creation.
- [Create CustomerCredit record](https://docs.dualentry.com/developers/api/resources-v1/customer-credits/create-customercredit-record.md): Create a new CustomerCredit record with the provided data. Validates all required fields and business rules.
- [Get CustomerCredit record](https://docs.dualentry.com/developers/api/resources-v1/customer-credits/get-customercredit-record.md): Retrieve a specific CustomerCredit record by its record number with all related data.
- [List CustomerCredit records](https://docs.dualentry.com/developers/api/resources-v1/customer-credits/list-customercredit-records.md): Retrieve a paginated list of CustomerCredit records with filtering and ordering options.
- [Update CustomerCredit record](https://docs.dualentry.com/developers/api/resources-v1/customer-credits/update-customercredit-record.md): Update an existing CustomerCredit record with the provided data. Validates all required fields and business rules.
- [Create CustomerDeposit record](https://docs.dualentry.com/developers/api/resources-v1/customer-deposits/create-customerdeposit-record.md): Create a new CustomerDeposit record with the provided data. Validates all required fields and business rules.
- [Create CustomerDeposit record attachments](https://docs.dualentry.com/developers/api/resources-v1/customer-deposits/create-customerdeposit-record-attachments.md): Upload attachments to a CustomerDeposit record.
- [Get CustomerDeposit record](https://docs.dualentry.com/developers/api/resources-v1/customer-deposits/get-customerdeposit-record.md): Retrieve a specific CustomerDeposit record by its record number with all related data.
- [List CustomerDeposit records](https://docs.dualentry.com/developers/api/resources-v1/customer-deposits/list-customerdeposit-records.md): Retrieve a paginated list of CustomerDeposit records with filtering and ordering options.
- [Update CustomerDeposit record](https://docs.dualentry.com/developers/api/resources-v1/customer-deposits/update-customerdeposit-record.md): Update an existing CustomerDeposit record with the provided data. Validates all required fields and business rules.
- [Create CustomerPayment record](https://docs.dualentry.com/developers/api/resources-v1/customer-payments/create-customerpayment-record.md): Create a new CustomerPayment record with the provided data. Validates all required fields and business rules.
- [Get CustomerPayment record](https://docs.dualentry.com/developers/api/resources-v1/customer-payments/get-customerpayment-record.md): Retrieve a specific CustomerPayment record by its record number with all related data.
- [List CustomerPayment records](https://docs.dualentry.com/developers/api/resources-v1/customer-payments/list-customerpayment-records.md): Retrieve a paginated list of CustomerPayment records with filtering and ordering options.
- [Update CustomerPayment record](https://docs.dualentry.com/developers/api/resources-v1/customer-payments/update-customerpayment-record.md): Update an existing CustomerPayment record with the provided data. Validates all required fields and business rules.
- [Update CustomerPayment record (partial)](https://docs.dualentry.com/developers/api/resources-v1/customer-payments/update-customerpayment-record-partial.md): Partially update an existing CustomerPayment record. Send only the fields you want to change — anything you don't send stays as it is. Updates are subject to the same constraints as the full update endpoint: period locks, payment-applied restrictions, and approval-workflow rules apply.
- [Create CustomerPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayment-applications/create-customerprepaymentapplication-record.md): Create a new CustomerPrepaymentApplication record with the provided data. Validates all required fields and business rules.
- [Create CustomerPrepaymentApplication record attachments](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayment-applications/create-customerprepaymentapplication-record-attachments.md): Upload attachments to a CustomerPrepaymentApplication record.
- [Get CustomerPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayment-applications/get-customerprepaymentapplication-record.md): Retrieve a specific CustomerPrepaymentApplication record by its record number with all related data.
- [List CustomerPrepaymentApplication records](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayment-applications/list-customerprepaymentapplication-records.md): Retrieve a paginated list of CustomerPrepaymentApplication records with filtering and ordering options.
- [Update CustomerPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayment-applications/update-customerprepaymentapplication-record.md): Update an existing CustomerPrepaymentApplication record with the provided data. Validates all required fields and business rules.
- [Create CustomerPrepayment record](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayments/create-customerprepayment-record.md): Create a new CustomerPrepayment record with the provided data. Validates all required fields and business rules.
- [Create CustomerPrepayment record attachments](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayments/create-customerprepayment-record-attachments.md): Upload attachments to a CustomerPrepayment record.
- [Get CustomerPrepayment record](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayments/get-customerprepayment-record.md): Retrieve a specific CustomerPrepayment record by its record number with all related data.
- [List CustomerPrepayment records](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayments/list-customerprepayment-records.md): Retrieve a paginated list of CustomerPrepayment records with filtering and ordering options.
- [Update CustomerPrepayment record](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayments/update-customerprepayment-record.md): Update an existing CustomerPrepayment record with the provided data. Validates all required fields and business rules.
- [Create CustomerRefund record](https://docs.dualentry.com/developers/api/resources-v1/customer-refunds/create-customerrefund-record.md): Create a new CustomerRefund record with the provided data. Validates all required fields and business rules.
- [Create CustomerRefund record attachments](https://docs.dualentry.com/developers/api/resources-v1/customer-refunds/create-customerrefund-record-attachments.md): Upload attachments to a CustomerRefund record.
- [Get CustomerRefund record](https://docs.dualentry.com/developers/api/resources-v1/customer-refunds/get-customerrefund-record.md): Retrieve a specific CustomerRefund record by its record number with all related data.
- [List CustomerRefund records](https://docs.dualentry.com/developers/api/resources-v1/customer-refunds/list-customerrefund-records.md): Retrieve a paginated list of CustomerRefund records with filtering and ordering options.
- [Update CustomerRefund record](https://docs.dualentry.com/developers/api/resources-v1/customer-refunds/update-customerrefund-record.md): Update an existing CustomerRefund record with the provided data. Validates all required fields and business rules.
- [Create customer](https://docs.dualentry.com/developers/api/resources-v1/customers/create-customer.md): Create a new customer record with address information.
- [Delete customer](https://docs.dualentry.com/developers/api/resources-v1/customers/delete-customer.md): Delete a customer by ID. Fails if the customer is referenced by other records.
- [Get customer](https://docs.dualentry.com/developers/api/resources-v1/customers/get-customer.md): Retrieve a specific customer by ID.
- [List customers](https://docs.dualentry.com/developers/api/resources-v1/customers/list-customers.md): Retrieve a paginated list of customers with filtering, search, and ordering capabilities.
- [Update customer](https://docs.dualentry.com/developers/api/resources-v1/customers/update-customer.md): Update a customer. Send only the fields you want to change — anything you don't send stays as it is.
- [Update customer (partial)](https://docs.dualentry.com/developers/api/resources-v1/customers/update-customer-partial.md): Update specific fields on a customer. Send only the fields you want to change — anything you don't send stays as it is. To clear a nullable field, send `null`.
- [Create DirectExpense record](https://docs.dualentry.com/developers/api/resources-v1/direct-expenses/create-directexpense-record.md): Create a new DirectExpense record with the provided data. Validates all required fields and business rules.
- [Create DirectExpense record attachments](https://docs.dualentry.com/developers/api/resources-v1/direct-expenses/create-directexpense-record-attachments.md): Upload attachments to a DirectExpense record.
- [Get DirectExpense record](https://docs.dualentry.com/developers/api/resources-v1/direct-expenses/get-directexpense-record.md): Retrieve a specific DirectExpense record by its record number with all related data.
- [List DirectExpense records](https://docs.dualentry.com/developers/api/resources-v1/direct-expenses/list-directexpense-records.md): Retrieve a paginated list of DirectExpense records with filtering and ordering options.
- [Update DirectExpense record](https://docs.dualentry.com/developers/api/resources-v1/direct-expenses/update-directexpense-record.md): Update an existing DirectExpense record with the provided data. Validates all required fields and business rules.
- [Archive Fixed Asset](https://docs.dualentry.com/developers/api/resources-v1/fixed-assets/archive-fixed-asset.md): Archive a fixed asset by setting its record status to archived. This also archives any posted depreciation transactions. Depreciation schedules, addresses, classifications, and attachments remain unchanged.
- [Create Fixed Asset](https://docs.dualentry.com/developers/api/resources-v1/fixed-assets/create-fixed-asset.md)
- [Get Fixed Asset](https://docs.dualentry.com/developers/api/resources-v1/fixed-assets/get-fixed-asset.md)
- [List Fixed Assets](https://docs.dualentry.com/developers/api/resources-v1/fixed-assets/list-fixed-assets.md)
- [Patch Fixed Asset](https://docs.dualentry.com/developers/api/resources-v1/fixed-assets/patch-fixed-asset.md)
- [Update Fixed Asset](https://docs.dualentry.com/developers/api/resources-v1/fixed-assets/update-fixed-asset.md)
- [API Health Check](https://docs.dualentry.com/developers/api/resources-v1/health/api-health-check.md): Verify that the DualEntry Public API is operational and accepting requests.
- [Get inbox summary](https://docs.dualentry.com/developers/api/resources-v1/inbox/get-inbox-summary.md): Get counts of pending approvals in the inbox for the entire organization.
- [Get record inbox details](https://docs.dualentry.com/developers/api/resources-v1/inbox/get-record-inbox-details.md): Retrieve approval details for a specific non-monetary record. Returns empty dict if not in inbox.
- [Get transaction inbox details](https://docs.dualentry.com/developers/api/resources-v1/inbox/get-transaction-inbox-details.md): Retrieve approval details for a specific transaction. Returns empty dict if not in inbox.
- [List records inbox](https://docs.dualentry.com/developers/api/resources-v1/inbox/list-records-inbox.md): Retrieve all non-monetary records (customers, vendors) with workflow approval status for the organization.
- [List transactions inbox](https://docs.dualentry.com/developers/api/resources-v1/inbox/list-transactions-inbox.md): Retrieve all transactions (invoices, bills, purchase orders, sales orders, journal entries) with workflow approval status for the organization.
- [Create Invoice record](https://docs.dualentry.com/developers/api/resources-v1/invoices/create-invoice-record.md): Create a new Invoice record with the provided data. Validates all required fields and business rules.
- [Create Invoice record attachments](https://docs.dualentry.com/developers/api/resources-v1/invoices/create-invoice-record-attachments.md): Upload attachments to a Invoice record.
- [Get Invoice record](https://docs.dualentry.com/developers/api/resources-v1/invoices/get-invoice-record.md): Retrieve a specific Invoice record by its record number with all related data.
- [List Invoice records](https://docs.dualentry.com/developers/api/resources-v1/invoices/list-invoice-records.md): Retrieve a paginated list of Invoice records with filtering and ordering options.
- [Update Invoice record](https://docs.dualentry.com/developers/api/resources-v1/invoices/update-invoice-record.md): Update an existing Invoice record with the provided data. Validates all required fields and business rules.
- [Update Invoice record (partial)](https://docs.dualentry.com/developers/api/resources-v1/invoices/update-invoice-record-partial.md): Partially update an existing Invoice record. Send only the fields you want to change — anything you don't send stays as it is. Updates are subject to the same constraints as the full update endpoint: period locks, payment-applied restrictions, and approval-workflow rules apply.
- [Create Item](https://docs.dualentry.com/developers/api/resources-v1/items/create-item.md)
- [Delete Item](https://docs.dualentry.com/developers/api/resources-v1/items/delete-item.md)
- [Get Item](https://docs.dualentry.com/developers/api/resources-v1/items/get-item.md)
- [List Items](https://docs.dualentry.com/developers/api/resources-v1/items/list-items.md)
- [Update Item](https://docs.dualentry.com/developers/api/resources-v1/items/update-item.md)
- [Create JournalEntry record](https://docs.dualentry.com/developers/api/resources-v1/journal-entries/create-journalentry-record.md): Create a new JournalEntry record with the provided data. Validates all required fields and business rules.
- [Create JournalEntry record attachments](https://docs.dualentry.com/developers/api/resources-v1/journal-entries/create-journalentry-record-attachments.md): Upload attachments to a JournalEntry record.
- [Get JournalEntry record](https://docs.dualentry.com/developers/api/resources-v1/journal-entries/get-journalentry-record.md): Retrieve a specific JournalEntry record by its record number with all related data.
- [List JournalEntry records](https://docs.dualentry.com/developers/api/resources-v1/journal-entries/list-journalentry-records.md): Retrieve a paginated list of JournalEntry records with filtering and ordering options.
- [Update JournalEntry record](https://docs.dualentry.com/developers/api/resources-v1/journal-entries/update-journalentry-record.md): Update an existing JournalEntry record with the provided data. Validates all required fields and business rules.
- [Archive paper check](https://docs.dualentry.com/developers/api/resources-v1/paper-checks/archive-paper-check.md): Archive a paper check by setting its status to ARCHIVED.
- [Batch print paper checks](https://docs.dualentry.com/developers/api/resources-v1/paper-checks/batch-print-paper-checks.md): Print multiple queued paper checks in a batch.
- [Get paper check](https://docs.dualentry.com/developers/api/resources-v1/paper-checks/get-paper-check.md): Retrieve a specific paper check by ID.
- [List paper checks](https://docs.dualentry.com/developers/api/resources-v1/paper-checks/list-paper-checks.md): Retrieve a paginated list of paper checks with filtering options.
- [Print check immediately](https://docs.dualentry.com/developers/api/resources-v1/paper-checks/print-check-immediately.md): Create and immediately print a paper check for a transaction.
- [Queue checks for later printing](https://docs.dualentry.com/developers/api/resources-v1/paper-checks/queue-checks-for-later-printing.md): Create paper checks for transactions that will be printed later in a batch.
- [Create PurchaseOrder record](https://docs.dualentry.com/developers/api/resources-v1/purchase-orders/create-purchaseorder-record.md): Create a new PurchaseOrder record with the provided data. Validates all required fields and business rules.
- [Create PurchaseOrder record attachments](https://docs.dualentry.com/developers/api/resources-v1/purchase-orders/create-purchaseorder-record-attachments.md): Upload attachments to a PurchaseOrder record.
- [Get PurchaseOrder record](https://docs.dualentry.com/developers/api/resources-v1/purchase-orders/get-purchaseorder-record.md): Retrieve a specific PurchaseOrder record by its record number with all related data.
- [List PurchaseOrder records](https://docs.dualentry.com/developers/api/resources-v1/purchase-orders/list-purchaseorder-records.md): Retrieve a paginated list of PurchaseOrder records with filtering and ordering options.
- [Update PurchaseOrder record](https://docs.dualentry.com/developers/api/resources-v1/purchase-orders/update-purchaseorder-record.md): Update an existing PurchaseOrder record with the provided data. Validates all required fields and business rules.
- [Create RecurringBill record](https://docs.dualentry.com/developers/api/resources-v1/recurring-bills/create-recurringbill-record.md): Create a new Recurring record with the provided data. Validates all required fields and business rules.
- [Delete RecurringBill record](https://docs.dualentry.com/developers/api/resources-v1/recurring-bills/delete-recurringbill-record.md): Delete a RecurringBill record.
- [Get RecurringBill record](https://docs.dualentry.com/developers/api/resources-v1/recurring-bills/get-recurringbill-record.md): Retrieve a specific RecurringBill record by its record number with all related data.
- [List RecurringBill records](https://docs.dualentry.com/developers/api/resources-v1/recurring-bills/list-recurringbill-records.md): Retrieve a paginated list of RecurringBill records with filtering and ordering options.
- [Update RecurringBill record](https://docs.dualentry.com/developers/api/resources-v1/recurring-bills/update-recurringbill-record.md): Update an existing RecurringBill record with the provided data. Validates all required fields and business rules.
- [Create RecurringInvoice record](https://docs.dualentry.com/developers/api/resources-v1/recurring-invoices/create-recurringinvoice-record.md): Create a new Recurring record with the provided data. Validates all required fields and business rules.
- [Delete RecurringInvoice record](https://docs.dualentry.com/developers/api/resources-v1/recurring-invoices/delete-recurringinvoice-record.md): Delete a RecurringInvoice record.
- [Get RecurringInvoice record](https://docs.dualentry.com/developers/api/resources-v1/recurring-invoices/get-recurringinvoice-record.md): Retrieve a specific RecurringInvoice record by its record number with all related data.
- [List RecurringInvoice records](https://docs.dualentry.com/developers/api/resources-v1/recurring-invoices/list-recurringinvoice-records.md): Retrieve a paginated list of RecurringInvoice records with filtering and ordering options.
- [Update RecurringInvoice record](https://docs.dualentry.com/developers/api/resources-v1/recurring-invoices/update-recurringinvoice-record.md): Update an existing RecurringInvoice record with the provided data. Validates all required fields and business rules.
- [Create RecurringJournalEntry record](https://docs.dualentry.com/developers/api/resources-v1/recurring-journal-entries/create-recurringjournalentry-record.md): Create a new Recurring record with the provided data. Validates all required fields and business rules.
- [Delete RecurringJournalEntry record](https://docs.dualentry.com/developers/api/resources-v1/recurring-journal-entries/delete-recurringjournalentry-record.md): Delete a RecurringJournalEntry record.
- [Get RecurringJournalEntry record](https://docs.dualentry.com/developers/api/resources-v1/recurring-journal-entries/get-recurringjournalentry-record.md): Retrieve a specific RecurringJournalEntry record by its record number with all related data.
- [List RecurringJournalEntry records](https://docs.dualentry.com/developers/api/resources-v1/recurring-journal-entries/list-recurringjournalentry-records.md): Retrieve a paginated list of RecurringJournalEntry records with filtering and ordering options.
- [Update RecurringJournalEntry record](https://docs.dualentry.com/developers/api/resources-v1/recurring-journal-entries/update-recurringjournalentry-record.md): Update an existing RecurringJournalEntry record with the provided data. Validates all required fields and business rules.
- [Create SalesOrder record](https://docs.dualentry.com/developers/api/resources-v1/sales-orders/create-salesorder-record.md): Create a new SalesOrder record with the provided data. Validates all required fields and business rules.
- [Create SalesOrder record attachments](https://docs.dualentry.com/developers/api/resources-v1/sales-orders/create-salesorder-record-attachments.md): Upload attachments to a SalesOrder record.
- [Get SalesOrder record](https://docs.dualentry.com/developers/api/resources-v1/sales-orders/get-salesorder-record.md): Retrieve a specific SalesOrder record by its record number with all related data.
- [List SalesOrder records](https://docs.dualentry.com/developers/api/resources-v1/sales-orders/list-salesorder-records.md): Retrieve a paginated list of SalesOrder records with filtering and ordering options.
- [Update SalesOrder record](https://docs.dualentry.com/developers/api/resources-v1/sales-orders/update-salesorder-record.md): Update an existing SalesOrder record with the provided data. Validates all required fields and business rules.
- [Create VendorCredit record](https://docs.dualentry.com/developers/api/resources-v1/vendor-credits/create-vendorcredit-record.md): Create a new VendorCredit record with the provided data. Validates all required fields and business rules.
- [Get VendorCredit record](https://docs.dualentry.com/developers/api/resources-v1/vendor-credits/get-vendorcredit-record.md): Retrieve a specific VendorCredit record by its record number with all related data.
- [List VendorCredit records](https://docs.dualentry.com/developers/api/resources-v1/vendor-credits/list-vendorcredit-records.md): Retrieve a paginated list of VendorCredit records with filtering and ordering options.
- [Update VendorCredit record](https://docs.dualentry.com/developers/api/resources-v1/vendor-credits/update-vendorcredit-record.md): Update an existing VendorCredit record with the provided data. Validates all required fields and business rules.
- [Create VendorPayment record](https://docs.dualentry.com/developers/api/resources-v1/vendor-payments/create-vendorpayment-record.md): Create a new VendorPayment record with the provided data. Validates all required fields and business rules.
- [Get VendorPayment record](https://docs.dualentry.com/developers/api/resources-v1/vendor-payments/get-vendorpayment-record.md): Retrieve a specific VendorPayment record by its record number with all related data.
- [List VendorPayment records](https://docs.dualentry.com/developers/api/resources-v1/vendor-payments/list-vendorpayment-records.md): Retrieve a paginated list of VendorPayment records with filtering and ordering options.
- [Update VendorPayment record](https://docs.dualentry.com/developers/api/resources-v1/vendor-payments/update-vendorpayment-record.md): Update an existing VendorPayment record with the provided data. Validates all required fields and business rules.
- [Create VendorPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayment-applications/create-vendorprepaymentapplication-record.md): Create a new VendorPrepaymentApplication record with the provided data. Validates all required fields and business rules.
- [Get VendorPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayment-applications/get-vendorprepaymentapplication-record.md): Retrieve a specific VendorPrepaymentApplication record by its record number with all related data.
- [List VendorPrepaymentApplication records](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayment-applications/list-vendorprepaymentapplication-records.md): Retrieve a paginated list of VendorPrepaymentApplication records with filtering and ordering options.
- [Update VendorPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayment-applications/update-vendorprepaymentapplication-record.md): Update an existing VendorPrepaymentApplication record with the provided data. Validates all required fields and business rules.
- [Create VendorPrepayment record](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayments/create-vendorprepayment-record.md): Create a new VendorPrepayment record with the provided data. Validates all required fields and business rules.
- [Get VendorPrepayment record](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayments/get-vendorprepayment-record.md): Retrieve a specific VendorPrepayment record by its record number with all related data.
- [List VendorPrepayment records](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayments/list-vendorprepayment-records.md): Retrieve a paginated list of VendorPrepayment records with filtering and ordering options.
- [Update VendorPrepayment record](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayments/update-vendorprepayment-record.md): Update an existing VendorPrepayment record with the provided data. Validates all required fields and business rules.
- [Create VendorRefund record](https://docs.dualentry.com/developers/api/resources-v1/vendor-refunds/create-vendorrefund-record.md): Create a new VendorRefund record with the provided data. Validates all required fields and business rules.
- [Create VendorRefund record attachments](https://docs.dualentry.com/developers/api/resources-v1/vendor-refunds/create-vendorrefund-record-attachments.md): Upload attachments to a VendorRefund record.
- [Get VendorRefund record](https://docs.dualentry.com/developers/api/resources-v1/vendor-refunds/get-vendorrefund-record.md): Retrieve a specific VendorRefund record by its record number with all related data.
- [List VendorRefund records](https://docs.dualentry.com/developers/api/resources-v1/vendor-refunds/list-vendorrefund-records.md): Retrieve a paginated list of VendorRefund records with filtering and ordering options.
- [Update VendorRefund record](https://docs.dualentry.com/developers/api/resources-v1/vendor-refunds/update-vendorrefund-record.md): Update an existing VendorRefund record with the provided data. Validates all required fields and business rules.
- [Create vendor](https://docs.dualentry.com/developers/api/resources-v1/vendors/create-vendor.md): Create a new vendor record with address and payment information.
- [Delete vendor](https://docs.dualentry.com/developers/api/resources-v1/vendors/delete-vendor.md): Delete a vendor by ID. Fails if the vendor is referenced by other records.
- [Get vendor](https://docs.dualentry.com/developers/api/resources-v1/vendors/get-vendor.md): Retrieve a specific vendor by ID with address, attachments, and payment information.
- [List vendors](https://docs.dualentry.com/developers/api/resources-v1/vendors/list-vendors.md): Retrieve a paginated list of vendors with filtering, search, and ordering capabilities.
- [Update vendor](https://docs.dualentry.com/developers/api/resources-v1/vendors/update-vendor.md): Update a vendor. Send only the fields you want to change — anything you don't send stays as it is.
- [Update vendor (partial)](https://docs.dualentry.com/developers/api/resources-v1/vendors/update-vendor-partial.md): Update specific fields on a vendor. Send only the fields you want to change — anything you don't send stays as it is. To clear a nullable field, send `null`.
- [Get account](https://docs.dualentry.com/developers/api/resources-v2/accounts/get-account.md): Retrieve a specific account by number with all related data including company access.
- [List accounts](https://docs.dualentry.com/developers/api/resources-v2/accounts/list-accounts.md): Retrieve a paginated list of chart of accounts with filtering, search, and ordering capabilities.
- [Get approval actions for execution state](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/get-approval-actions-for-execution-state.md): Retrieve all approval actions (history) for a specific workflow execution state.
- [Get execution state by ID](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/get-execution-state-by-id.md): Retrieve a single workflow execution state by its ID.
- [Get roles for workflow conditions](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/get-roles-for-workflow-conditions.md): Returns all active roles that can be used in workflow conditions.
- [Get workflow by ID](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/get-workflow-by-id.md): Retrieve a single approval workflow by its ID, including all steps, conditions, and approvers.
- [Get workflow version history](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/get-workflow-version-history.md): Retrieve version history for a workflow including changes, timestamps, and optionally full snapshots.
- [List approval actions](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/list-approval-actions.md): Retrieve a paginated list of approval actions (history) with filtering options.
- [List execution states](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/list-execution-states.md): Retrieve a paginated list of workflow execution states (approval statuses for records).
- [List workflows](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/list-workflows.md): Retrieve a paginated list of approval workflows with filtering options by company, record type, and active status.
- [Check bank-match pipeline progress](https://docs.dualentry.com/developers/api/resources-v2/bank-match/check-bank-match-pipeline-progress.md): See how many bank-feed rows are sitting in each pipeline stage. Useful after calling `/populate/` — you can poll this every few seconds to know when the matcher is done.
- [Confirm a bank-match](https://docs.dualentry.com/developers/api/resources-v2/bank-match/confirm-a-bank-match.md): Record that a bank-feed row corresponds to a DualEntry transaction (or a single entry within one). On success this row's `matching_status` flips to `matched` and the pairing shows up in the DualEntry reconciliation view exactly as if a user had accepted it in-app.
- [Get one bank-feed transaction](https://docs.dualentry.com/developers/api/resources-v2/bank-match/get-one-bank-feed-transaction.md): Fetch a single bank-feed row by id. Returns 404 if it doesn't exist or belongs to another organization.
- [Get one bank-match suggestion](https://docs.dualentry.com/developers/api/resources-v2/bank-match/get-one-bank-match-suggestion.md): Fetch a single suggestion by id. Returns 404 if the id doesn't exist or belongs to another organization.
- [List bank-feed transactions](https://docs.dualentry.com/developers/api/resources-v2/bank-match/list-bank-feed-transactions.md): Return bank-feed rows (one per debit/credit on a connected bank or credit-card account), newest first. Use this to drive reconciliation externally: page through the rows, decide which DualEntry transaction each one corresponds to, then `POST /matches/` to record the pairing.
- [List bank-match suggestions](https://docs.dualentry.com/developers/api/resources-v2/bank-match/list-bank-match-suggestions.md): Return the suggestions DualEntry has produced for your organization, newest first. Each suggestion pairs a bank-feed row with an accounting transaction — either one you already have on file (`match`) or one we'd draft on your behalf if you accept it (`create`).
- [Run the bank-match pipeline now](https://docs.dualentry.com/developers/api/resources-v2/bank-match/run-the-bank-match-pipeline-now.md): Tell DualEntry to look at every bank and credit-card account in your organization and produce fresh match suggestions. Returns `202 Accepted` immediately — the actual matching runs in the background.
- [Undo a bank-match](https://docs.dualentry.com/developers/api/resources-v2/bank-match/undo-a-bank-match.md): Tear down whatever match currently pairs the given bank-feed row with a DualEntry transaction. Safe to call when the row isn't matched — it just no-ops in that case. For M:1 grouped matches, passing any one of the grouped bank-feed row ids unmatches the entire group.
- [Create BankTransfer record](https://docs.dualentry.com/developers/api/resources-v2/bank-transfers/create-banktransfer-record.md): Create a new BankTransfer record with the provided data. Validates all required fields and business rules.
- [Get BankTransfer record](https://docs.dualentry.com/developers/api/resources-v2/bank-transfers/get-banktransfer-record.md): Retrieve a specific BankTransfer record by its record number with all related data.
- [List BankTransfer records](https://docs.dualentry.com/developers/api/resources-v2/bank-transfers/list-banktransfer-records.md): Retrieve a paginated list of BankTransfer records with filtering and ordering options.
- [Update BankTransfer record](https://docs.dualentry.com/developers/api/resources-v2/bank-transfers/update-banktransfer-record.md): Update an existing BankTransfer record with the provided data. Validates all required fields and business rules.
- [Create Bill record](https://docs.dualentry.com/developers/api/resources-v2/bills/create-bill-record.md): Create a new Bill record with the provided data. Validates all required fields and business rules.
- [Create Bill record attachments](https://docs.dualentry.com/developers/api/resources-v2/bills/create-bill-record-attachments.md): Upload attachments to a Bill record.
- [Get Bill record](https://docs.dualentry.com/developers/api/resources-v2/bills/get-bill-record.md): Retrieve a specific Bill record by its record number with all related data.
- [List Bill records](https://docs.dualentry.com/developers/api/resources-v2/bills/list-bill-records.md): Retrieve a paginated list of Bill records with filtering and ordering options.
- [Update Bill record](https://docs.dualentry.com/developers/api/resources-v2/bills/update-bill-record.md): Update an existing Bill record with the provided data. Validates all required fields and business rules.
- [Update Bill record (partial)](https://docs.dualentry.com/developers/api/resources-v2/bills/update-bill-record-partial.md): Partially update an existing Bill record. Send only the fields you want to change — anything you don't send stays as it is. Updates are subject to the same constraints as the full update endpoint: period locks, payment-applied restrictions, and approval-workflow rules apply.
- [Get budget](https://docs.dualentry.com/developers/api/resources-v2/budgets/get-budget.md): Retrieve a specific budget by ID with all related data.
- [List budgets](https://docs.dualentry.com/developers/api/resources-v2/budgets/list-budgets.md): Retrieve a paginated list of budgets with filtering and search capabilities.
- [Create CashSale record](https://docs.dualentry.com/developers/api/resources-v2/cash-sales/create-cashsale-record.md): Create a new CashSale record with the provided data. Validates all required fields and business rules.
- [Create CashSale record attachments](https://docs.dualentry.com/developers/api/resources-v2/cash-sales/create-cashsale-record-attachments.md): Upload attachments to a CashSale record.
- [Get CashSale record](https://docs.dualentry.com/developers/api/resources-v2/cash-sales/get-cashsale-record.md): Retrieve a specific CashSale record by its record number with all related data.
- [List CashSale records](https://docs.dualentry.com/developers/api/resources-v2/cash-sales/list-cashsale-records.md): Retrieve a paginated list of CashSale records with filtering and ordering options.
- [Update CashSale record](https://docs.dualentry.com/developers/api/resources-v2/cash-sales/update-cashsale-record.md): Update an existing CashSale record with the provided data. Validates all required fields and business rules.
- [List Classification Lines](https://docs.dualentry.com/developers/api/resources-v2/classifications-lines/list-classification-lines.md)
- [Create Classification](https://docs.dualentry.com/developers/api/resources-v2/classifications/create-classification.md)
- [Delete Classification](https://docs.dualentry.com/developers/api/resources-v2/classifications/delete-classification.md)
- [Get Classification](https://docs.dualentry.com/developers/api/resources-v2/classifications/get-classification.md)
- [List Classifications](https://docs.dualentry.com/developers/api/resources-v2/classifications/list-classifications.md)
- [Update Classification](https://docs.dualentry.com/developers/api/resources-v2/classifications/update-classification.md)
- [Update classification (partial)](https://docs.dualentry.com/developers/api/resources-v2/classifications/update-classification-partial.md): Update specific fields on a classification. Send only the fields you want to change — anything you don't send stays as it is. Use `null` on `parent_id` to remove a parent.
- [Get company](https://docs.dualentry.com/developers/api/resources-v2/companies/get-company.md): Retrieve a specific company by ID with all related data including company access.
- [List companies](https://docs.dualentry.com/developers/api/resources-v2/companies/list-companies.md): Retrieve a paginated list of companies with filtering, search, and ordering capabilities.
- [Create Contract](https://docs.dualentry.com/developers/api/resources-v2/contracts/create-contract.md)
- [Get Contract](https://docs.dualentry.com/developers/api/resources-v2/contracts/get-contract.md)
- [List Contracts](https://docs.dualentry.com/developers/api/resources-v2/contracts/list-contracts.md)
- [List usage records for a contract](https://docs.dualentry.com/developers/api/resources-v2/contracts/list-usage-records-for-a-contract.md): Return all usage records for a given contract.
- [Upsert usage records for contract obligations](https://docs.dualentry.com/developers/api/resources-v2/contracts/upsert-usage-records-for-contract-obligations.md): Create or update usage records in batch. Items with an 'id' field are updated; items without are created. Generates revenue recognitions and invoices.
- [Create custom field](https://docs.dualentry.com/developers/api/resources-v2/custom-fields/create-custom-field.md): Create a new custom field definition. Supply `applies_to` to bind the field to record types, and `company_ids` (or `company_id`) to restrict it to specific companies.
- [Delete custom field](https://docs.dualentry.com/developers/api/resources-v2/custom-fields/delete-custom-field.md): Delete a custom field definition. Fails with 422 if any record already has a value stored against this field — clear those values first, or archive the field via `is_active=false` instead.
- [Get custom field](https://docs.dualentry.com/developers/api/resources-v2/custom-fields/get-custom-field.md): Retrieve a specific custom field definition by id.
- [List custom fields](https://docs.dualentry.com/developers/api/resources-v2/custom-fields/list-custom-fields.md): Retrieve a paginated list of custom field definitions with filtering and ordering options.
- [Update custom field](https://docs.dualentry.com/developers/api/resources-v2/custom-fields/update-custom-field.md): Update an existing custom field definition. `applies_to` and `company_ids` are replaced wholesale — send the full desired list. `field_type` cannot be changed after creation.
- [Create CustomerCredit record](https://docs.dualentry.com/developers/api/resources-v2/customer-credits/create-customercredit-record.md): Create a new CustomerCredit record with the provided data. Validates all required fields and business rules.
- [Get CustomerCredit record](https://docs.dualentry.com/developers/api/resources-v2/customer-credits/get-customercredit-record.md): Retrieve a specific CustomerCredit record by its record number with all related data.
- [List CustomerCredit records](https://docs.dualentry.com/developers/api/resources-v2/customer-credits/list-customercredit-records.md): Retrieve a paginated list of CustomerCredit records with filtering and ordering options.
- [Update CustomerCredit record](https://docs.dualentry.com/developers/api/resources-v2/customer-credits/update-customercredit-record.md): Update an existing CustomerCredit record with the provided data. Validates all required fields and business rules.
- [Create CustomerDeposit record](https://docs.dualentry.com/developers/api/resources-v2/customer-deposits/create-customerdeposit-record.md): Create a new CustomerDeposit record with the provided data. Validates all required fields and business rules.
- [Create CustomerDeposit record attachments](https://docs.dualentry.com/developers/api/resources-v2/customer-deposits/create-customerdeposit-record-attachments.md): Upload attachments to a CustomerDeposit record.
- [Get CustomerDeposit record](https://docs.dualentry.com/developers/api/resources-v2/customer-deposits/get-customerdeposit-record.md): Retrieve a specific CustomerDeposit record by its record number with all related data.
- [List CustomerDeposit records](https://docs.dualentry.com/developers/api/resources-v2/customer-deposits/list-customerdeposit-records.md): Retrieve a paginated list of CustomerDeposit records with filtering and ordering options.
- [Update CustomerDeposit record](https://docs.dualentry.com/developers/api/resources-v2/customer-deposits/update-customerdeposit-record.md): Update an existing CustomerDeposit record with the provided data. Validates all required fields and business rules.
- [Create CustomerPayment record](https://docs.dualentry.com/developers/api/resources-v2/customer-payments/create-customerpayment-record.md): Create a new CustomerPayment record with the provided data. Validates all required fields and business rules.
- [Get CustomerPayment record](https://docs.dualentry.com/developers/api/resources-v2/customer-payments/get-customerpayment-record.md): Retrieve a specific CustomerPayment record by its record number with all related data.
- [List CustomerPayment records](https://docs.dualentry.com/developers/api/resources-v2/customer-payments/list-customerpayment-records.md): Retrieve a paginated list of CustomerPayment records with filtering and ordering options.
- [Update CustomerPayment record](https://docs.dualentry.com/developers/api/resources-v2/customer-payments/update-customerpayment-record.md): Update an existing CustomerPayment record with the provided data. Validates all required fields and business rules.
- [Update CustomerPayment record (partial)](https://docs.dualentry.com/developers/api/resources-v2/customer-payments/update-customerpayment-record-partial.md): Partially update an existing CustomerPayment record. Send only the fields you want to change — anything you don't send stays as it is. Updates are subject to the same constraints as the full update endpoint: period locks, payment-applied restrictions, and approval-workflow rules apply.
- [Create CustomerPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayment-applications/create-customerprepaymentapplication-record.md): Create a new CustomerPrepaymentApplication record with the provided data. Validates all required fields and business rules.
- [Create CustomerPrepaymentApplication record attachments](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayment-applications/create-customerprepaymentapplication-record-attachments.md): Upload attachments to a CustomerPrepaymentApplication record.
- [Get CustomerPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayment-applications/get-customerprepaymentapplication-record.md): Retrieve a specific CustomerPrepaymentApplication record by its record number with all related data.
- [List CustomerPrepaymentApplication records](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayment-applications/list-customerprepaymentapplication-records.md): Retrieve a paginated list of CustomerPrepaymentApplication records with filtering and ordering options.
- [Update CustomerPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayment-applications/update-customerprepaymentapplication-record.md): Update an existing CustomerPrepaymentApplication record with the provided data. Validates all required fields and business rules.
- [Create CustomerPrepayment record](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayments/create-customerprepayment-record.md): Create a new CustomerPrepayment record with the provided data. Validates all required fields and business rules.
- [Create CustomerPrepayment record attachments](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayments/create-customerprepayment-record-attachments.md): Upload attachments to a CustomerPrepayment record.
- [Get CustomerPrepayment record](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayments/get-customerprepayment-record.md): Retrieve a specific CustomerPrepayment record by its record number with all related data.
- [List CustomerPrepayment records](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayments/list-customerprepayment-records.md): Retrieve a paginated list of CustomerPrepayment records with filtering and ordering options.
- [Update CustomerPrepayment record](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayments/update-customerprepayment-record.md): Update an existing CustomerPrepayment record with the provided data. Validates all required fields and business rules.
- [Create CustomerRefund record](https://docs.dualentry.com/developers/api/resources-v2/customer-refunds/create-customerrefund-record.md): Create a new CustomerRefund record with the provided data. Validates all required fields and business rules.
- [Create CustomerRefund record attachments](https://docs.dualentry.com/developers/api/resources-v2/customer-refunds/create-customerrefund-record-attachments.md): Upload attachments to a CustomerRefund record.
- [Get CustomerRefund record](https://docs.dualentry.com/developers/api/resources-v2/customer-refunds/get-customerrefund-record.md): Retrieve a specific CustomerRefund record by its record number with all related data.
- [List CustomerRefund records](https://docs.dualentry.com/developers/api/resources-v2/customer-refunds/list-customerrefund-records.md): Retrieve a paginated list of CustomerRefund records with filtering and ordering options.
- [Update CustomerRefund record](https://docs.dualentry.com/developers/api/resources-v2/customer-refunds/update-customerrefund-record.md): Update an existing CustomerRefund record with the provided data. Validates all required fields and business rules.
- [Create customer](https://docs.dualentry.com/developers/api/resources-v2/customers/create-customer.md): Create a new customer record with address information.
- [Delete customer](https://docs.dualentry.com/developers/api/resources-v2/customers/delete-customer.md): Delete a customer by ID. Fails if the customer is referenced by other records.
- [Get customer](https://docs.dualentry.com/developers/api/resources-v2/customers/get-customer.md): Retrieve a specific customer by ID.
- [List customers](https://docs.dualentry.com/developers/api/resources-v2/customers/list-customers.md): Retrieve a paginated list of customers with filtering, search, and ordering capabilities.
- [Update customer](https://docs.dualentry.com/developers/api/resources-v2/customers/update-customer.md): Update a customer. Send only the fields you want to change — anything you don't send stays as it is.
- [Update customer (partial)](https://docs.dualentry.com/developers/api/resources-v2/customers/update-customer-partial.md): Update specific fields on a customer. Send only the fields you want to change — anything you don't send stays as it is. To clear a nullable field, send `null`.
- [Get depreciation book by code](https://docs.dualentry.com/developers/api/resources-v2/depreciation-books/get-depreciation-book-by-code.md): Retrieve a specific depreciation book by its code (e.g., "BOOK", "FEDERAL", "AMT").
- [List depreciation books](https://docs.dualentry.com/developers/api/resources-v2/depreciation-books/list-depreciation-books.md): Retrieve a paginated list of depreciation books available for the organization.
- [Create DirectExpense record](https://docs.dualentry.com/developers/api/resources-v2/direct-expenses/create-directexpense-record.md): Create a new DirectExpense record with the provided data. Validates all required fields and business rules.
- [Create DirectExpense record attachments](https://docs.dualentry.com/developers/api/resources-v2/direct-expenses/create-directexpense-record-attachments.md): Upload attachments to a DirectExpense record.
- [Get DirectExpense record](https://docs.dualentry.com/developers/api/resources-v2/direct-expenses/get-directexpense-record.md): Retrieve a specific DirectExpense record by its record number with all related data.
- [List DirectExpense records](https://docs.dualentry.com/developers/api/resources-v2/direct-expenses/list-directexpense-records.md): Retrieve a paginated list of DirectExpense records with filtering and ordering options.
- [Update DirectExpense record](https://docs.dualentry.com/developers/api/resources-v2/direct-expenses/update-directexpense-record.md): Update an existing DirectExpense record with the provided data. Validates all required fields and business rules.
- [Archive fixed asset](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/archive-fixed-asset.md): Archive a fixed asset (soft delete). This also archives any posted depreciation transactions.
- [Create fixed asset](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/create-fixed-asset.md): Create a new fixed asset with multi-book depreciation schedules.
- [Get depreciation schedule by book](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/get-depreciation-schedule-by-book.md): Chronological depreciation, disposal, and revaluation events for one fixed asset and one depreciation book, optionally narrowed by `from_date` and `to_date`.
- [Get fixed asset](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/get-fixed-asset.md): Retrieve a specific fixed asset by number with multi-book depreciation schedules.
- [List fixed assets](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/list-fixed-assets.md): Retrieve a paginated list of fixed assets with multi-book depreciation schedules.
- [Partial update fixed asset](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/partial-update-fixed-asset.md): Partially update a fixed asset. If depreciation_schedules is sent, it replaces all existing schedules.
- [Update fixed asset](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/update-fixed-asset.md): Fully update a fixed asset with multi-book depreciation schedules.
- [Get GST tax rate by ID](https://docs.dualentry.com/developers/api/resources-v2/gst-tax-rates/get-gst-tax-rate-by-id.md): Retrieve a specific GST tax rate by its ID.
- [List GST tax rates](https://docs.dualentry.com/developers/api/resources-v2/gst-tax-rates/list-gst-tax-rates.md): Retrieve a paginated list of GST tax rates available for the organization.
- [API Health Check](https://docs.dualentry.com/developers/api/resources-v2/health/api-health-check.md): Verify that the DualEntry Public API is operational and accepting requests.
- [Get inbox summary](https://docs.dualentry.com/developers/api/resources-v2/inbox/get-inbox-summary.md): Get counts of pending approvals in the inbox for the entire organization.
- [Get record inbox details](https://docs.dualentry.com/developers/api/resources-v2/inbox/get-record-inbox-details.md): Retrieve approval details for a specific non-monetary record. Returns empty dict if not in inbox.
- [Get transaction inbox details](https://docs.dualentry.com/developers/api/resources-v2/inbox/get-transaction-inbox-details.md): Retrieve approval details for a specific transaction. Returns empty dict if not in inbox.
- [List records inbox](https://docs.dualentry.com/developers/api/resources-v2/inbox/list-records-inbox.md): Retrieve all non-monetary records (customers, vendors) with workflow approval status for the organization.
- [List transactions inbox](https://docs.dualentry.com/developers/api/resources-v2/inbox/list-transactions-inbox.md): Retrieve all transactions (invoices, bills, purchase orders, sales orders, journal entries) with workflow approval status for the organization.
- [Create intercompany journal entry](https://docs.dualentry.com/developers/api/resources-v2/intercompany-journal-entries/create-intercompany-journal-entry.md): Create a new intercompany journal entry. Lines must span at least two distinct companies and total debits must equal total credits.
- [Get intercompany journal entry](https://docs.dualentry.com/developers/api/resources-v2/intercompany-journal-entries/get-intercompany-journal-entry.md): Retrieve a single intercompany journal entry by its record number.
- [List intercompany journal entries](https://docs.dualentry.com/developers/api/resources-v2/intercompany-journal-entries/list-intercompany-journal-entries.md): Retrieve a paginated list of intercompany journal entries for the organization. Use the `company_id` filter to find IJEs that involve specific companies.
- [Update intercompany journal entry](https://docs.dualentry.com/developers/api/resources-v2/intercompany-journal-entries/update-intercompany-journal-entry.md): Full replacement update of an intercompany journal entry. Only draft records can be updated; attempting to update a posted record returns 422.
- [Create Invoice record](https://docs.dualentry.com/developers/api/resources-v2/invoices/create-invoice-record.md): Create a new Invoice record with the provided data. Validates all required fields and business rules.
- [Create Invoice record attachments](https://docs.dualentry.com/developers/api/resources-v2/invoices/create-invoice-record-attachments.md): Upload attachments to a Invoice record.
- [Get Invoice record](https://docs.dualentry.com/developers/api/resources-v2/invoices/get-invoice-record.md): Retrieve a specific Invoice record by its record number with all related data.
- [List Invoice records](https://docs.dualentry.com/developers/api/resources-v2/invoices/list-invoice-records.md): Retrieve a paginated list of Invoice records with filtering and ordering options.
- [Update Invoice record](https://docs.dualentry.com/developers/api/resources-v2/invoices/update-invoice-record.md): Update an existing Invoice record with the provided data. Validates all required fields and business rules.
- [Update Invoice record (partial)](https://docs.dualentry.com/developers/api/resources-v2/invoices/update-invoice-record-partial.md): Partially update an existing Invoice record. Send only the fields you want to change — anything you don't send stays as it is. Updates are subject to the same constraints as the full update endpoint: period locks, payment-applied restrictions, and approval-workflow rules apply.
- [Create Item](https://docs.dualentry.com/developers/api/resources-v2/items/create-item.md)
- [Delete Item](https://docs.dualentry.com/developers/api/resources-v2/items/delete-item.md)
- [Get Item](https://docs.dualentry.com/developers/api/resources-v2/items/get-item.md)
- [List Items](https://docs.dualentry.com/developers/api/resources-v2/items/list-items.md)
- [Update Item](https://docs.dualentry.com/developers/api/resources-v2/items/update-item.md)
- [Create JournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/journal-entries/create-journalentry-record.md): Create a new JournalEntry record with the provided data. Validates all required fields and business rules.
- [Create JournalEntry record attachments](https://docs.dualentry.com/developers/api/resources-v2/journal-entries/create-journalentry-record-attachments.md): Upload attachments to a JournalEntry record.
- [Get JournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/journal-entries/get-journalentry-record.md): Retrieve a specific JournalEntry record by its record number with all related data.
- [List JournalEntry records](https://docs.dualentry.com/developers/api/resources-v2/journal-entries/list-journalentry-records.md): Retrieve a paginated list of JournalEntry records with filtering and ordering options.
- [Update JournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/journal-entries/update-journalentry-record.md): Update an existing JournalEntry record with the provided data. Validates all required fields and business rules.
- [Exchange authorization code for API key](https://docs.dualentry.com/developers/api/resources-v2/oauth/exchange-authorization-code-for-api-key.md)
- [OAuth callback from WorkOS](https://docs.dualentry.com/developers/api/resources-v2/oauth/oauth-callback-from-workos.md)
- [Start CLI OAuth flow](https://docs.dualentry.com/developers/api/resources-v2/oauth/start-cli-oauth-flow.md)
- [Archive paper check](https://docs.dualentry.com/developers/api/resources-v2/paper-checks/archive-paper-check.md): Archive a paper check by setting its status to ARCHIVED.
- [Batch print paper checks](https://docs.dualentry.com/developers/api/resources-v2/paper-checks/batch-print-paper-checks.md): Print multiple queued paper checks in a batch.
- [Get paper check](https://docs.dualentry.com/developers/api/resources-v2/paper-checks/get-paper-check.md): Retrieve a specific paper check by ID.
- [List paper checks](https://docs.dualentry.com/developers/api/resources-v2/paper-checks/list-paper-checks.md): Retrieve a paginated list of paper checks with filtering options.
- [Print check immediately](https://docs.dualentry.com/developers/api/resources-v2/paper-checks/print-check-immediately.md): Create and immediately print a paper check for a transaction.
- [Queue checks for later printing](https://docs.dualentry.com/developers/api/resources-v2/paper-checks/queue-checks-for-later-printing.md): Create paper checks for transactions that will be printed later in a batch.
- [Create product tax code](https://docs.dualentry.com/developers/api/resources-v2/product-tax-codes/create-product-tax-code.md): Create an organization-scoped product tax code. Global product tax codes are system managed.
- [Delete product tax code](https://docs.dualentry.com/developers/api/resources-v2/product-tax-codes/delete-product-tax-code.md): Delete an organization-scoped product tax code. Global product tax codes are system managed.
- [Get product tax code](https://docs.dualentry.com/developers/api/resources-v2/product-tax-codes/get-product-tax-code.md): Retrieve an organization-scoped product tax code. Global product tax codes are list-only.
- [List product tax codes](https://docs.dualentry.com/developers/api/resources-v2/product-tax-codes/list-product-tax-codes.md): Retrieve product tax codes available to the organization, including global tax codes.
- [Update product tax code](https://docs.dualentry.com/developers/api/resources-v2/product-tax-codes/update-product-tax-code.md): Update an organization-scoped product tax code. Global product tax codes are system managed.
- [Create PurchaseOrder record](https://docs.dualentry.com/developers/api/resources-v2/purchase-orders/create-purchaseorder-record.md): Create a new PurchaseOrder record with the provided data. Validates all required fields and business rules.
- [Create PurchaseOrder record attachments](https://docs.dualentry.com/developers/api/resources-v2/purchase-orders/create-purchaseorder-record-attachments.md): Upload attachments to a PurchaseOrder record.
- [Get PurchaseOrder record](https://docs.dualentry.com/developers/api/resources-v2/purchase-orders/get-purchaseorder-record.md): Retrieve a specific PurchaseOrder record by its record number with all related data.
- [List PurchaseOrder records](https://docs.dualentry.com/developers/api/resources-v2/purchase-orders/list-purchaseorder-records.md): Retrieve a paginated list of PurchaseOrder records with filtering and ordering options.
- [Update PurchaseOrder record](https://docs.dualentry.com/developers/api/resources-v2/purchase-orders/update-purchaseorder-record.md): Update an existing PurchaseOrder record with the provided data. Validates all required fields and business rules.
- [Create RecurringBill record](https://docs.dualentry.com/developers/api/resources-v2/recurring-bills/create-recurringbill-record.md): Create a new Recurring record with the provided data. Validates all required fields and business rules.
- [Delete RecurringBill record](https://docs.dualentry.com/developers/api/resources-v2/recurring-bills/delete-recurringbill-record.md): Delete a RecurringBill record.
- [Get RecurringBill record](https://docs.dualentry.com/developers/api/resources-v2/recurring-bills/get-recurringbill-record.md): Retrieve a specific RecurringBill record by its record number with all related data.
- [List RecurringBill records](https://docs.dualentry.com/developers/api/resources-v2/recurring-bills/list-recurringbill-records.md): Retrieve a paginated list of RecurringBill records with filtering and ordering options.
- [Update RecurringBill record](https://docs.dualentry.com/developers/api/resources-v2/recurring-bills/update-recurringbill-record.md): Update an existing RecurringBill record with the provided data. Validates all required fields and business rules.
- [Create RecurringInvoice record](https://docs.dualentry.com/developers/api/resources-v2/recurring-invoices/create-recurringinvoice-record.md): Create a new Recurring record with the provided data. Validates all required fields and business rules.
- [Delete RecurringInvoice record](https://docs.dualentry.com/developers/api/resources-v2/recurring-invoices/delete-recurringinvoice-record.md): Delete a RecurringInvoice record.
- [Get RecurringInvoice record](https://docs.dualentry.com/developers/api/resources-v2/recurring-invoices/get-recurringinvoice-record.md): Retrieve a specific RecurringInvoice record by its record number with all related data.
- [List RecurringInvoice records](https://docs.dualentry.com/developers/api/resources-v2/recurring-invoices/list-recurringinvoice-records.md): Retrieve a paginated list of RecurringInvoice records with filtering and ordering options.
- [Update RecurringInvoice record](https://docs.dualentry.com/developers/api/resources-v2/recurring-invoices/update-recurringinvoice-record.md): Update an existing RecurringInvoice record with the provided data. Validates all required fields and business rules.
- [Create RecurringJournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/recurring-journal-entries/create-recurringjournalentry-record.md): Create a new Recurring record with the provided data. Validates all required fields and business rules.
- [Delete RecurringJournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/recurring-journal-entries/delete-recurringjournalentry-record.md): Delete a RecurringJournalEntry record.
- [Get RecurringJournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/recurring-journal-entries/get-recurringjournalentry-record.md): Retrieve a specific RecurringJournalEntry record by its record number with all related data.
- [List RecurringJournalEntry records](https://docs.dualentry.com/developers/api/resources-v2/recurring-journal-entries/list-recurringjournalentry-records.md): Retrieve a paginated list of RecurringJournalEntry records with filtering and ordering options.
- [Update RecurringJournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/recurring-journal-entries/update-recurringjournalentry-record.md): Update an existing RecurringJournalEntry record with the provided data. Validates all required fields and business rules.
- [Create SalesOrder record](https://docs.dualentry.com/developers/api/resources-v2/sales-orders/create-salesorder-record.md): Create a new SalesOrder record with the provided data. Validates all required fields and business rules.
- [Create SalesOrder record attachments](https://docs.dualentry.com/developers/api/resources-v2/sales-orders/create-salesorder-record-attachments.md): Upload attachments to a SalesOrder record.
- [Get SalesOrder record](https://docs.dualentry.com/developers/api/resources-v2/sales-orders/get-salesorder-record.md): Retrieve a specific SalesOrder record by its record number with all related data.
- [List SalesOrder records](https://docs.dualentry.com/developers/api/resources-v2/sales-orders/list-salesorder-records.md): Retrieve a paginated list of SalesOrder records with filtering and ordering options.
- [Update SalesOrder record](https://docs.dualentry.com/developers/api/resources-v2/sales-orders/update-salesorder-record.md): Update an existing SalesOrder record with the provided data. Validates all required fields and business rules.
- [Get VAT rate by ID](https://docs.dualentry.com/developers/api/resources-v2/vat-rates/get-vat-rate-by-id.md): Retrieve a specific VAT rate by its ID.
- [List VAT rates](https://docs.dualentry.com/developers/api/resources-v2/vat-rates/list-vat-rates.md): Retrieve a paginated list of VAT rates available for the organization.
- [Create VendorCredit record](https://docs.dualentry.com/developers/api/resources-v2/vendor-credits/create-vendorcredit-record.md): Create a new VendorCredit record with the provided data. Validates all required fields and business rules.
- [Get VendorCredit record](https://docs.dualentry.com/developers/api/resources-v2/vendor-credits/get-vendorcredit-record.md): Retrieve a specific VendorCredit record by its record number with all related data.
- [List VendorCredit records](https://docs.dualentry.com/developers/api/resources-v2/vendor-credits/list-vendorcredit-records.md): Retrieve a paginated list of VendorCredit records with filtering and ordering options.
- [Update VendorCredit record](https://docs.dualentry.com/developers/api/resources-v2/vendor-credits/update-vendorcredit-record.md): Update an existing VendorCredit record with the provided data. Validates all required fields and business rules.
- [Create VendorPayment record](https://docs.dualentry.com/developers/api/resources-v2/vendor-payments/create-vendorpayment-record.md): Create a new VendorPayment record with the provided data. Validates all required fields and business rules.
- [Get VendorPayment record](https://docs.dualentry.com/developers/api/resources-v2/vendor-payments/get-vendorpayment-record.md): Retrieve a specific VendorPayment record by its record number with all related data.
- [List VendorPayment records](https://docs.dualentry.com/developers/api/resources-v2/vendor-payments/list-vendorpayment-records.md): Retrieve a paginated list of VendorPayment records with filtering and ordering options.
- [Update VendorPayment record](https://docs.dualentry.com/developers/api/resources-v2/vendor-payments/update-vendorpayment-record.md): Update an existing VendorPayment record with the provided data. Validates all required fields and business rules.
- [Create VendorPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayment-applications/create-vendorprepaymentapplication-record.md): Create a new VendorPrepaymentApplication record with the provided data. Validates all required fields and business rules.
- [Get VendorPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayment-applications/get-vendorprepaymentapplication-record.md): Retrieve a specific VendorPrepaymentApplication record by its record number with all related data.
- [List VendorPrepaymentApplication records](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayment-applications/list-vendorprepaymentapplication-records.md): Retrieve a paginated list of VendorPrepaymentApplication records with filtering and ordering options.
- [Update VendorPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayment-applications/update-vendorprepaymentapplication-record.md): Update an existing VendorPrepaymentApplication record with the provided data. Validates all required fields and business rules.
- [Create VendorPrepayment record](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayments/create-vendorprepayment-record.md): Create a new VendorPrepayment record with the provided data. Validates all required fields and business rules.
- [Get VendorPrepayment record](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayments/get-vendorprepayment-record.md): Retrieve a specific VendorPrepayment record by its record number with all related data.
- [List VendorPrepayment records](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayments/list-vendorprepayment-records.md): Retrieve a paginated list of VendorPrepayment records with filtering and ordering options.
- [Update VendorPrepayment record](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayments/update-vendorprepayment-record.md): Update an existing VendorPrepayment record with the provided data. Validates all required fields and business rules.
- [Create VendorRefund record](https://docs.dualentry.com/developers/api/resources-v2/vendor-refunds/create-vendorrefund-record.md): Create a new VendorRefund record with the provided data. Validates all required fields and business rules.
- [Create VendorRefund record attachments](https://docs.dualentry.com/developers/api/resources-v2/vendor-refunds/create-vendorrefund-record-attachments.md): Upload attachments to a VendorRefund record.
- [Get VendorRefund record](https://docs.dualentry.com/developers/api/resources-v2/vendor-refunds/get-vendorrefund-record.md): Retrieve a specific VendorRefund record by its record number with all related data.
- [List VendorRefund records](https://docs.dualentry.com/developers/api/resources-v2/vendor-refunds/list-vendorrefund-records.md): Retrieve a paginated list of VendorRefund records with filtering and ordering options.
- [Update VendorRefund record](https://docs.dualentry.com/developers/api/resources-v2/vendor-refunds/update-vendorrefund-record.md): Update an existing VendorRefund record with the provided data. Validates all required fields and business rules.
- [Create vendor](https://docs.dualentry.com/developers/api/resources-v2/vendors/create-vendor.md): Create a new vendor record with address and payment information.
- [Delete vendor](https://docs.dualentry.com/developers/api/resources-v2/vendors/delete-vendor.md): Delete a vendor by ID. Fails if the vendor is referenced by other records.
- [Get vendor](https://docs.dualentry.com/developers/api/resources-v2/vendors/get-vendor.md): Retrieve a specific vendor by ID with address, attachments, and payment information.
- [List vendors](https://docs.dualentry.com/developers/api/resources-v2/vendors/list-vendors.md): Retrieve a paginated list of vendors with filtering, search, and ordering capabilities.
- [Update vendor](https://docs.dualentry.com/developers/api/resources-v2/vendors/update-vendor.md): Update a vendor. Send only the fields you want to change — anything you don't send stays as it is.
- [Update vendor (partial)](https://docs.dualentry.com/developers/api/resources-v2/vendors/update-vendor-partial.md): Update specific fields on a vendor. Send only the fields you want to change — anything you don't send stays as it is. To clear a nullable field, send `null`.
- [API Changelog](https://docs.dualentry.com/developers/guides/api-changelog.md): Changes between DualEntry Public API V1 and V2.
- [Authentication](https://docs.dualentry.com/developers/guides/authentication.md)
- [Building a Custom Integration](https://docs.dualentry.com/developers/guides/building-a-custom-integration.md): Architecture, implementation, and certification requirements for engineering teams building custom integrations on the DualEntry Public API.
- [Common Workflows: DualEntry CLI](https://docs.dualentry.com/developers/guides/cli-common-workflows.md): Step-by-step DualEntry CLI workflows for common accounting and CI/CD tasks: reviewing invoices, month-end review, and automating bill checks.
- [Quickstart: DualEntry CLI](https://docs.dualentry.com/developers/guides/cli-quickstart.md): Install the DualEntry CLI, authenticate via OAuth, and run your first command in under five minutes. Covers Homebrew, uv, and CI/CD setup.
- [CLI: Command Reference](https://docs.dualentry.com/developers/guides/cli-reference.md): Complete command-line reference for the DualEntry CLI - every resource, subcommand, flag, and configuration option.
- [Errors](https://docs.dualentry.com/developers/guides/errors.md)
- [DualEntry Public API](https://docs.dualentry.com/developers/guides/index.md)
- [Introduction](https://docs.dualentry.com/developers/guides/introduction.md)
- [MCP Server](https://docs.dualentry.com/developers/guides/mcp-integration.md)
- [Pagination](https://docs.dualentry.com/developers/guides/pagination.md)
- [Quickstart: First API Call](https://docs.dualentry.com/developers/guides/quickstart-first-api-call.md): Make your first authenticated request to the DualEntry Public API in under five minutes - covers API key setup, the request shape, and verifying the response.
- [Rate Limiting](https://docs.dualentry.com/developers/guides/rate-limiting.md): How rate limiting works on the DualEntry Public API: the two-layer token bucket model, default limits, response headers, per-organization overrides, and stricter caps on a small set of write endpoints.
- [Release Notes](https://docs.dualentry.com/developers/release-notes/2026-05-28.md): Release notes for May 28, 2026
- [Archive](https://docs.dualentry.com/developers/release-notes/archive.md)

## OpenAPI Specs

- [resources-v2](https://docs.dualentry.com/developers/openapi/resources-v2.json)
- [resources-v1](https://docs.dualentry.com/developers/openapi/resources-v1.json)
- [openapi](https://docs.dualentry.com/api-reference/openapi.json)