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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Trial balance by month...
Small and medium business | Business Central, N...
Answered

Trial balance by month BC API

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Posted on by TobiasHolm 7

Hi guys, 

Is it possible to get the trial balance by month with the standard BC API? (Without having to use the General Ledger entries API)

Tried the Trialbalance API (Object ID 5502), but it only gives me the current date. 

Excel-PQ-output.png

ExcelTemplateTrialBalance.pngBC-WEB-services-API.png

I have the same question (0)
  • Verified answer
    DAnny3211 Profile Picture
    DAnny3211 11,397 on at

    hi

    look this

    learn.microsoft.com/.../dynamics_trialbalance_get

    DAniele

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 95,739 Super User 2025 Season 2 on at

    Hi, You can find out if it is available in the standard APIs, or the new reportsFinance APIs.
    If not, customization is required.

    Standard Apis:

    https://yzhums.com/22845/

    https://yzhums.com/6117/

    New dedicated APIs for financial reporting: 

    https://yzhums.com/29540/

    Hope this helps.

    Thanks.

    ZHU

  • TobiasHolm Profile Picture
    TobiasHolm 7 on at

    Hi Daniele and ZHU

    Thank you so much for your suggestions - with your input I managed to get the trial balance YTD for a given period.

    Is it possible to get the trial balance YTD for each month in 2022 in one API, without having to do 12 individual API´s? (As shown with examples below)

    Etc. January 2022: OData.Feed(XXXX/trialBalance?$orderby number&$filter=dateFilter ge 2022-01-01 and dateFilter le 2022-01-31", null, [Implementation="2.0"])

    Etc. January 2022-February 2022: OData.Feed(XXXX/trialBalance?$orderby number&$filter=dateFilter ge 2022-01-01 and dateFilter le 2022-02-28", null, [Implementation="2.0"])

    And so on until:

    January 2022-December 2022: OData.Feed(XXXX/trialBalance?$orderby number&$filter=dateFilter ge 2022-01-01 and dateFilter le 2022-12-31", null, [Implementation="2.0"])

  • TobiasHolm Profile Picture
    TobiasHolm 7 on at

    Managed to get it to work by invoking a custom function (Setup for my specific API) on a table with end dates of every month (text.format).

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,739 Super User 2025 Season 2 on at

    Hi, As far as I know, this won't work because you're filtering differently each time.

    But you can group requests in collections.

    For example, in Post Man

    https://learning.postman.com/docs/sending-requests/intro-to-collections/

    Hopefully other experts can give you better advice.

    Thanks.

    ZHU

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