DualEntry Public API (1.0.0)

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Monitor API availability and service status. Use these endpoints to verify connectivity and check if the API is operational.

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

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.

Manage approval workflows and policies. Define approval rules, steps, conditions, and approvers for different record types. Monitor workflow execution states and view approval history.

View pending approvals and approval status. Access transactions and records awaiting approval across the organization, including full approval workflow details, approvers, and action history.

Manage financial budgets. Create and track income statement and balance sheet budgets with monthly cell values, actuals comparison, and classification filtering.

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 bank-to-bank transfers. Record and track transfers between bank and credit card accounts, including multi-currency transfers with exchange rate handling.

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

Manage revenue recognition contracts. Create and retrieve contracts with performance obligations, and manage obligation usage for usage-based obligations.

Create and manage sales orders. Track customer orders for goods or services before invoicing, including line items, quantities, fulfillment status, and invoicing progress.

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.

Apply customer prepayments and credits to invoices. Record applications of prepayments or credit memos to reduce invoice balances.

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.

Record immediate cash sales transactions. Track sales where payment is received at the time of sale, including point-of-sale transactions and cash receipts.

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.

Record direct expense transactions. Track payments made directly from a bank or credit card account for expenses, without going through the accounts payable process.

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

Record and manage vendor payments. Track payments made to vendors and apply them to outstanding bills and credits, including partial payments and overpayments.

Track advance payments to vendors. Record prepayments made before goods or services are received, which can be applied to future bills.

Apply vendor prepayments to bills. Record applications of prepayments to reduce bill balances and track amounts owed.

Manage vendor credit memos. Record credits from vendors for returned goods, billing adjustments, or discounts that reduce amounts owed or can be applied to future bills.

Process and track vendor refunds. Record refunds received from vendors for overpayments, returns, or cancelled transactions.

Manage paper check printing. Create, queue, and batch print paper checks for vendor payments, direct expenses, vendor prepayments, and customer refunds.

Manage fixed assets and capital equipment. Create, update, and track long-lived tangible assets including depreciation schedules, account assignments, and asset lifecycle management.