DualEntry Public API (1.0.0)

Copy

• Copy for LLM

  Copy page as Markdown for LLMs
• View as Markdown

  Open this page as Markdown
• Open in ChatGPT

  Get insights from ChatGPT
• Open in Claude

  Get insights from Claude
• Connect to Cursor

  Install MCP server on Cursor
• Connect to VS Code

  Install MCP server on VS Code

Manage your chart of accounts. Create and maintain the accounts used to categorize financial transactions, including assets, liabilities, equity, revenue, and expenses.

Manage products and services. Define items that appear on invoices and bills, including pricing, descriptions, and associated accounts for revenue or expense tracking.

Manage custom classification dimensions. Create and maintain classification categories (e.g., departments, locations, projects) used to tag and analyze transactions across multiple dimensions.

Manage classification values. Define the specific values within each classification category that can be assigned to transaction line items for detailed reporting and analysis.

Access and manage company information. Retrieve details about your organization including legal name, tax identifiers, addresses, and accounting preferences.

Create and manage manual journal entries. Record direct debits and credits to accounts for adjustments, accruals, reclassifications, and other accounting transactions.

Automate recurring journal entries. Create templates for journal entries that occur regularly (e.g., monthly depreciation, amortization) to ensure consistent accounting treatment.

Manage sales invoices. Create and track invoices sent to customers for goods or services rendered, including line items, taxes, discounts, and payment status.

Automate recurring billing. Set up and manage templates for invoices that are automatically generated on a regular schedule (e.g., monthly subscriptions).

Manage customer records. Create, update, and track customers who purchase goods or services from your organization, including contact information, billing addresses, and payment terms.

Record and manage customer payments. Track payments received from customers and apply them to outstanding invoices, including partial payments and overpayments.

Track advance payments from customers. Access prepayments received before goods or services are delivered, which can be applied to future invoices.

Manage customer deposit transactions. Record and track deposits received from customers as security or partial payment, held in liability accounts until earned or refunded.

Process and track customer refunds. Record refunds issued to customers for overpayments, returns, or cancelled transactions.

Manage credit memos for customers. Issue credits for returned goods, billing adjustments, or discounts that reduce customer balances or can be applied to future invoices.

Manage vendor bills and payables. Record and track bills received from vendors for goods or services purchased, including line items, due dates, and payment tracking.

Automate recurring expenses. Configure templates for bills that repeat on a regular basis (e.g., monthly rent, subscriptions) to streamline expense tracking.

Create and track purchase orders. Manage formal requests to vendors for goods or services, including approval workflows, receiving tracking, and bill matching.

Manage vendor and supplier records. Track businesses and individuals from whom you purchase goods or services, including contact details, payment terms, and tax information.