Reference
Statuses, permissions, and what Finance & Billing does automatically.
3 articles shown
- Automate Your Accounting Structure Through the API
What an integration can read and change about your accounting structure through the API, including listing your whole set of business units, accounts, and dimensions, and running several changes to them in one request.
- Saved Statement Records Through the API
How to create, change, or delete a saved statement record directly through the API instead of generating one, send many changes in a single request, why Rhythm blocks deleting a contact or organization that still has saved statements, and why the Portal never gives a member access to these records.
- Subledger Entries Through the API
How to retrieve the ledger entries a specific invoice, payment, credit, memo, write-off, batch, or fiscal period posted, and how to create, change, or delete individual subledger entries directly through the API instead of through posting.