General
Server Side SDKs
Core API
- Companies
- Invite Links
- Integrations
- Sync
- Jobs
- Passthrough
Unified API
- Accounting
- Accounts
- Bank Accounts
- Bank Transactions
- Bills
- Bill Payments
- Bill Credit Notes
- Contacts
- Company Info
- Currencies
- Documents
- Expenses
- Invoice Credit Notes
- Invoices
- Invoice Payments
- Items
- Journal Entries
- Purchase Orders
- Sales Orders
- Goods Receipt Notes
- Projects
- Tax Rates
- Tracking Categories
- Balance Sheet
- Cash Flow Statements
- Income Statements
Create an expense
Add an expense.
curl --request POST \
--url https://api.rootfi.dev/accounting/expenses \
--header 'Content-Type: application/json' \
--header 'api_key: <api-key>' \
--data '{
"company_id": 1,
"data": [
{
"document_number": "ROOTFI01",
"payment_mode": "CASH",
"posted_date": "2021-09-28T15:00:00.000Z",
"currency_id": "GBP",
"memo": "Test Invoice",
"account_id": "123456",
"contact_id": "123456",
"line_items": [
{
"account_id": "123456",
"quantity": 1,
"item_id": "123456",
"tax_id": "123456",
"unit_amount": 100,
"total_discount": 0,
"description": "Test Item"
}
]
}
]
}'
{
"data": {
"status": "SUCCESS",
"upload_job_id": "aXI9pUDA5T7E2LS",
"data": [
{
"job_id": "xQm2K441VosP8W4",
"status": "success",
"response": {
"platform_id": "3770712000001676061",
"account_id": "3770712000000076064",
"contact_id": "3770712000000418001",
"currency_id": "3770712000000000099",
"document_number": "A-123",
"tax_amount": 0,
"posted_date": "2023-06-03T00:00:00.000Z",
"memo": "Test Invoice",
"currency_rate": 12,
"total_amount": 4032,
"sub_total": 40,
"updated_at": "2023-11-01T00:00:00.000Z",
"raw_data": {
"platform_id": "123456",
"nominal_code": "Rootfi 01",
"name": "Test Account",
"description": "Test Description",
"category": "LIABILITY",
"sub_category": "Long Term Liabilities",
"status": "ACTIVE"
}
},
"error": null
}
]
},
"request_timestamp": "2021-09-28T15:00:00.000Z",
"response_timestamp": "2021-09-28T15:00:00.000Z",
"request_id": "7a1c0e42-9f85-4d6e-bb5d-358a72913c0b"
}
Expenses are Payment made by a business at the time of purchase (ex. a credit card payment)
curl --request POST \
--url https://api.rootfi.dev/accounting/expenses \
--header 'Content-Type: application/json' \
--header 'api_key: <api-key>' \
--data '{
"company_id": 1,
"data": [
{
"document_number": "ROOTFI01",
"payment_mode": "CASH",
"posted_date": "2021-09-28T15:00:00.000Z",
"currency_id": "GBP",
"memo": "Test Invoice",
"account_id": "123456",
"contact_id": "123456",
"line_items": [
{
"account_id": "123456",
"quantity": 1,
"item_id": "123456",
"tax_id": "123456",
"unit_amount": 100,
"total_discount": 0,
"description": "Test Item"
}
]
}
]
}'
Authorizations
Body
Account ID of the expense
Contact ID of the expense
Currency ID of the expense
Reference number for the expense
Payment mode of the expense
Date of creation of the expense
Memo description of the expense
Array of Expense Line items associated with the expense
The ID of the account in the accounting platform
The quantity of the item
The ID of the item in the accounting platform
The ID of the tax in the accounting platform
The unit amount of the item
The total discount on the item
The description of the item
The IDs of the tracking categories in the accounting platform
A JSON containing fields that you can directly pass to the accounting platform.
Response
The status of the job.
SUCCESS
, FAILED
, CREATED
, RUNNING
The ID of the job.
The ID of the job.
The status of the job.
success
, failed
The ID that the accounting platform uses to identify this expense
Account ID of the expense
Contact ID of the expense
Currency ID of the expense
Reference number for the expense
Payment mode of the expense
Date of creation of the expense
Memo description of the expense
Total tax amount levied on the expense
Rate between the currency of the payment and the base currency
Total value of the expense
Total pre tax value of the expense
The date at which the expense was updated on the accounting platform
The raw JSON response we get from the accounting platform for that data
The time at which the request was received by the server
The time at which the response was sent by the server
The unique ID of the request
curl --request POST \
--url https://api.rootfi.dev/accounting/expenses \
--header 'Content-Type: application/json' \
--header 'api_key: <api-key>' \
--data '{
"company_id": 1,
"data": [
{
"document_number": "ROOTFI01",
"payment_mode": "CASH",
"posted_date": "2021-09-28T15:00:00.000Z",
"currency_id": "GBP",
"memo": "Test Invoice",
"account_id": "123456",
"contact_id": "123456",
"line_items": [
{
"account_id": "123456",
"quantity": 1,
"item_id": "123456",
"tax_id": "123456",
"unit_amount": 100,
"total_discount": 0,
"description": "Test Item"
}
]
}
]
}'
{
"data": {
"status": "SUCCESS",
"upload_job_id": "aXI9pUDA5T7E2LS",
"data": [
{
"job_id": "xQm2K441VosP8W4",
"status": "success",
"response": {
"platform_id": "3770712000001676061",
"account_id": "3770712000000076064",
"contact_id": "3770712000000418001",
"currency_id": "3770712000000000099",
"document_number": "A-123",
"tax_amount": 0,
"posted_date": "2023-06-03T00:00:00.000Z",
"memo": "Test Invoice",
"currency_rate": 12,
"total_amount": 4032,
"sub_total": 40,
"updated_at": "2023-11-01T00:00:00.000Z",
"raw_data": {
"platform_id": "123456",
"nominal_code": "Rootfi 01",
"name": "Test Account",
"description": "Test Description",
"category": "LIABILITY",
"sub_category": "Long Term Liabilities",
"status": "ACTIVE"
}
},
"error": null
}
]
},
"request_timestamp": "2021-09-28T15:00:00.000Z",
"response_timestamp": "2021-09-28T15:00:00.000Z",
"request_id": "7a1c0e42-9f85-4d6e-bb5d-358a72913c0b"
}