General
Server Side SDKs
Core API
- Companies
- Invite Links
- Sync
- Passthrough
- Real Time
- Webhooks
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
- Payments
- Ecommerce
- CRM
Create Journal Entry
Create a new Journal Entry.
curl --request POST \
--url https://api.rootfi.dev/v3/accounting/journal_entries \
--header 'Content-Type: application/json' \
--header 'api_key: <api-key>' \
--data '{
"company_id": 1,
"data": [
{
"document_number": "ROOTFI01",
"posted_date": "2021-09-28T15:00:00.000Z",
"description": "Test Invoice",
"currency_id": "GBP",
"journal_lines": [
{
"account_id": "123456",
"type": "DEBIT",
"net_amount": 100,
"contact_id": "123456",
"tax_id": "123456",
"tracking_category_ids": [],
"description": "Test Item"
},
{
"account_id": "123456",
"type": "CREDIT",
"net_amount": 100,
"contact_id": "123456",
"tax_id": "123456",
"tracking_category_ids": [],
"description": "Test Item"
}
]
}
]
}'
{
"data": {
"rootfi_id": 123,
"rootfi_deleted_at": null,
"rootfi_created_at": "2024-01-25T09:00:00Z",
"rootfi_updated_at": "2024-01-25T09:00:00Z",
"rootfi_company_id": 123,
"platform_id": "123456_1",
"platform_unique_id": "123456",
"account_id": "123456",
"amount": 100,
"currency_id": "123456",
"journal_entry_type": "Example Journal Entry Type",
"description": "Example Description",
"updated_at": "2024-01-25T09:00:00Z",
"currency_rate": 1,
"posted_date": "2024-01-25T09:00:00Z",
"document_number": "123456",
"journal_lines": [
{
"platform_id": "123456",
"journal_entry_id": "123456",
"account_id": "123456",
"contact_id": "123456",
"tax_id": "123456",
"tracking_category_ids": [
"123456"
],
"type": "DEBIT",
"description": "This is a description",
"net_amount": 100,
"tax_amount": 100,
"updated_at": "2024-01-22T05:07:31.000Z"
}
]
}
}The Journal Entries are basic records of a company’s financial transactions used to record the debits and credits of each transaction.
curl --request POST \
--url https://api.rootfi.dev/v3/accounting/journal_entries \
--header 'Content-Type: application/json' \
--header 'api_key: <api-key>' \
--data '{
"company_id": 1,
"data": [
{
"document_number": "ROOTFI01",
"posted_date": "2021-09-28T15:00:00.000Z",
"description": "Test Invoice",
"currency_id": "GBP",
"journal_lines": [
{
"account_id": "123456",
"type": "DEBIT",
"net_amount": 100,
"contact_id": "123456",
"tax_id": "123456",
"tracking_category_ids": [],
"description": "Test Item"
},
{
"account_id": "123456",
"type": "CREDIT",
"net_amount": 100,
"contact_id": "123456",
"tax_id": "123456",
"tracking_category_ids": [],
"description": "Test Item"
}
]
}
]
}'
Authorizations
Body
The ID of the company in the accounting platform
The data of the JournalEntry to create
The account id of the JournalEntry
The amount of the JournalEntry
The currency id of the JournalEntry
The journal entry type of the JournalEntry
The description of the JournalEntry
The updated at of the JournalEntry
The currency rate of the JournalEntry
The posted date of the JournalEntry
The document number of the JournalEntry
The journal lines of the JournalEntry
The net amount of the journal line. Should always be a positive value
100
The accounting platform’s unique ID for the account associated with the journal line
The accounting platform’s unique ID for the contact associated with the journal line
The accounting platform’s unique ID for the tax associated with the journal line
The accounting platform’s unique ID for the tracking category associated with the journal line
Type of the journal line. Values are credit, debit, unknown.
DEBIT, CREDIT Description of the journal line
The tax amount of the journal line
The last ISO 8601 timestamp that the data was updated at
A JSON containing fields that you can directly pass to the accounting platform.
Run the request asynchronously
Response
The data of the created JournalEntry
The unique ID we assign for that data's information
157
The date at which RootFi first synced this data
"2024-01-22T05:07:31.465Z"
The latest date at which RootFi updated this data
"2024-01-22T05:07:31.000Z"
The ID of the company in the accounting platform
1089
An unique custom RootFi ID made from platform's unique_id.
"123456"
The date at which the data was deleted in the accounting platform
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The hash of the data
The account id of the JournalEntry
The amount of the JournalEntry
The currency id of the JournalEntry
The journal entry type of the JournalEntry
The description of the JournalEntry
The updated at of the JournalEntry
The currency rate of the JournalEntry
The posted date of the JournalEntry
The document number of the JournalEntry
The journal lines of the JournalEntry
The accounting Platform’s ID for this journal line
The accounting Platform’s ID for this journal entry
The net amount of the journal line. Should always be a positive value
100
The accounting platform’s unique ID for the account associated with the journal line
The accounting platform’s unique ID for the contact associated with the journal line
The accounting platform’s unique ID for the tax associated with the journal line
The accounting platform’s unique ID for the tracking category associated with the journal line
Type of the journal line. Values are credit, debit, unknown.
DEBIT, CREDIT Description of the journal line
The tax amount of the journal line
The last ISO 8601 timestamp that the data was updated at
A JSON containing fields that you can directly pass to the accounting platform.
The account of the journal line
The unique ID we assign for that data's information
157
The date at which RootFi first synced this data
"2024-01-22T05:07:31.465Z"
The latest date at which RootFi updated this data
"2024-01-22T05:07:31.000Z"
The ID of the company in the accounting platform
1089
An unique custom RootFi ID made from platform's unique_id.
"123456"
The date at which the data was deleted in the accounting platform
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The hash of the data
Name of the account
Description of the account
The nominal code of the account
The current balance of the account
The date the account was last updated
The status of the account
The category of the account
ASSET, EXPENSE, LIABILITY, EQUITY, INCOME, BANK, UNKNOWN The sub category of the account
The currency id of the account
The parent account id of the account
The parent account of the account.
The unique ID we assign for that data's information
157
The date at which RootFi first synced this data
"2024-01-22T05:07:31.465Z"
The latest date at which RootFi updated this data
"2024-01-22T05:07:31.000Z"
The ID of the company in the accounting platform
1089
An unique custom RootFi ID made from platform's unique_id.
"123456"
The date at which the data was deleted in the accounting platform
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The hash of the data
Name of the account
Description of the account
The nominal code of the account
The current balance of the account
The date the account was last updated
The status of the account
The category of the account
ASSET, EXPENSE, LIABILITY, EQUITY, INCOME, BANK, UNKNOWN The sub category of the account
The currency id of the account
The parent account id of the account
The currency of the account.
The unique ID we assign for that data's information
157
The date at which RootFi first synced this data
"2024-01-22T05:07:31.465Z"
The latest date at which RootFi updated this data
"2024-01-22T05:07:31.000Z"
The ID of the company in the accounting platform
1089
An unique custom RootFi ID made from platform's unique_id.
"123456"
The date at which the data was deleted in the accounting platform
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The hash of the data
The name of the currency
The currency code.
The symbol that represents the currency. Not applicable for many currencies.
Whether the currency is the base currency for the company.
The exchange rate for the currency.
The last ISO 8601 timestamp that the data was updated at.
The contact of the journal line
The unique ID we assign for that data's information
157
The date at which RootFi first synced this data
"2024-01-22T05:07:31.465Z"
The latest date at which RootFi updated this data
"2024-01-22T05:07:31.000Z"
The ID of the company in the accounting platform
1089
An unique custom RootFi ID made from platform's unique_id.
"123456"
The date at which the data was deleted in the accounting platform
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The hash of the data
Name of the contact
Name of the contact person for the contact
The type of contact. Values are either CUSTOMER or VENDOR
CUSTOMER, VENDOR The ISO-4217 currency code
Contact’s tax number
Contact’s identifying number
The status of the contact. Values are ACTIVE, ARCHIVED, UNKNOWN
ACTIVE, ARCHIVED, UNKNOWN The date the contact was last updated
External links for the contact
The RootFi ID of the contact
The platform ID of the contact
The link to the contact
The type of the link.
EMAIL, WEBSITE Phone numbers for the contact
The RootFi ID of the contact
The platform ID of the contact
The number to the contact
The type of the link.
MOBILE, TELEPHONE, FAX Addresses for the contact
The RootFi ID of the contact
The platform ID of the contact
The street of the address
The locality of the address
The city of the address
The state of the address
The pincode of the address
The country of the address
The tax rate of the journal line
The unique ID we assign for that data's information
157
The date at which RootFi first synced this data
"2024-01-22T05:07:31.465Z"
The latest date at which RootFi updated this data
"2024-01-22T05:07:31.000Z"
The ID of the company in the accounting platform
1089
An unique custom RootFi ID made from platform's unique_id.
"123456"
The date at which the data was deleted in the accounting platform
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The hash of the data
Display name
Simple ID for the tax rate
The type of tax as mentioned in the accounting platform
The total tax rate after accounting for the compounding effects of the all tax components
The sum of all the tax rate components
The list of tax rate components
Display name
The total tax rate after accounting for the compounding effects of the all tax components
The tax agency of the tax rate component
Whether the tax rate component is compound
The last time the tax rate was updated
The currency of the JournalEntry
The unique ID we assign for that data's information
157
The date at which RootFi first synced this data
"2024-01-22T05:07:31.465Z"
The latest date at which RootFi updated this data
"2024-01-22T05:07:31.000Z"
The ID of the company in the accounting platform
1089
An unique custom RootFi ID made from platform's unique_id.
"123456"
The date at which the data was deleted in the accounting platform
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The hash of the data
The name of the currency
The currency code.
The symbol that represents the currency. Not applicable for many currencies.
Whether the currency is the base currency for the company.
The exchange rate for the currency.
The last ISO 8601 timestamp that the data was updated at.
The account of the JournalEntry
The unique ID we assign for that data's information
157
The date at which RootFi first synced this data
"2024-01-22T05:07:31.465Z"
The latest date at which RootFi updated this data
"2024-01-22T05:07:31.000Z"
The ID of the company in the accounting platform
1089
An unique custom RootFi ID made from platform's unique_id.
"123456"
The date at which the data was deleted in the accounting platform
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The hash of the data
Name of the account
Description of the account
The nominal code of the account
The current balance of the account
The date the account was last updated
The status of the account
The category of the account
ASSET, EXPENSE, LIABILITY, EQUITY, INCOME, BANK, UNKNOWN The sub category of the account
The currency id of the account
The parent account id of the account
The parent account of the account.
The unique ID we assign for that data's information
157
The date at which RootFi first synced this data
"2024-01-22T05:07:31.465Z"
The latest date at which RootFi updated this data
"2024-01-22T05:07:31.000Z"
The ID of the company in the accounting platform
1089
An unique custom RootFi ID made from platform's unique_id.
"123456"
The date at which the data was deleted in the accounting platform
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The hash of the data
Name of the account
Description of the account
The nominal code of the account
The current balance of the account
The date the account was last updated
The status of the account
The category of the account
ASSET, EXPENSE, LIABILITY, EQUITY, INCOME, BANK, UNKNOWN The sub category of the account
The currency id of the account
The parent account id of the account
The currency of the account.
The unique ID we assign for that data's information
157
The date at which RootFi first synced this data
"2024-01-22T05:07:31.465Z"
The latest date at which RootFi updated this data
"2024-01-22T05:07:31.000Z"
The ID of the company in the accounting platform
1089
An unique custom RootFi ID made from platform's unique_id.
"123456"
The date at which the data was deleted in the accounting platform
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The hash of the data
The name of the currency
The currency code.
The symbol that represents the currency. Not applicable for many currencies.
Whether the currency is the base currency for the company.
The exchange rate for the currency.
The last ISO 8601 timestamp that the data was updated at.
The sync id of the request
curl --request POST \
--url https://api.rootfi.dev/v3/accounting/journal_entries \
--header 'Content-Type: application/json' \
--header 'api_key: <api-key>' \
--data '{
"company_id": 1,
"data": [
{
"document_number": "ROOTFI01",
"posted_date": "2021-09-28T15:00:00.000Z",
"description": "Test Invoice",
"currency_id": "GBP",
"journal_lines": [
{
"account_id": "123456",
"type": "DEBIT",
"net_amount": 100,
"contact_id": "123456",
"tax_id": "123456",
"tracking_category_ids": [],
"description": "Test Item"
},
{
"account_id": "123456",
"type": "CREDIT",
"net_amount": 100,
"contact_id": "123456",
"tax_id": "123456",
"tracking_category_ids": [],
"description": "Test Item"
}
]
}
]
}'
{
"data": {
"rootfi_id": 123,
"rootfi_deleted_at": null,
"rootfi_created_at": "2024-01-25T09:00:00Z",
"rootfi_updated_at": "2024-01-25T09:00:00Z",
"rootfi_company_id": 123,
"platform_id": "123456_1",
"platform_unique_id": "123456",
"account_id": "123456",
"amount": 100,
"currency_id": "123456",
"journal_entry_type": "Example Journal Entry Type",
"description": "Example Description",
"updated_at": "2024-01-25T09:00:00Z",
"currency_rate": 1,
"posted_date": "2024-01-25T09:00:00Z",
"document_number": "123456",
"journal_lines": [
{
"platform_id": "123456",
"journal_entry_id": "123456",
"account_id": "123456",
"contact_id": "123456",
"tax_id": "123456",
"tracking_category_ids": [
"123456"
],
"type": "DEBIT",
"description": "This is a description",
"net_amount": 100,
"tax_amount": 100,
"updated_at": "2024-01-22T05:07:31.000Z"
}
]
}
}