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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.
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
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).
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"])
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:
New dedicated APIs for financial reporting:
Hope this helps.
Thanks.
ZHU
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Sohail Ahmed
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YUN ZHU
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Gerardo RenterÃa Ga...
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