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Moneybird API

Documents: General journal documents

General journal documents are used for manual bookkeeping entries, to correct errors or make adjustments.


List ids and versions of general journal documents

GET
https://moneybird.com/api/v2
/{administration_id}/documents/general_journal_documents/synchronization{format}

Returns all documents in the administration. The list contains the document id and the version of the document. Check if the version of the document is newer than the version you have stored locally, use the POST variant for fetching documents with the given ids.

Required scope(s)

documents

List ids and versions of general journal documents › path Parameters

administration_id
​administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format
​string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

List ids and versions of general journal documents › query Parameters

filter
​string

Comma-separated key:value filter terms. Same syntax as GET /documents/general_journal_documents — see that operation's description for the available keys.

List ids and versions of general journal documents › Responses

200

IDs and versions of records

​object[]
id
​integer | string
version
​integer | string

Fetch general journal documents with given ids

POST
https://moneybird.com/api/v2
/{administration_id}/documents/general_journal_documents/synchronization{format}

Given a list of document ids, returns the document information belonging to the documents. Returns a maximum of 100 documents, even if more ids are provided.

Required scope(s)

documents

Fetch general journal documents with given ids › path Parameters

administration_id
​administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format
​string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Fetch general journal documents with given ids › Request Body

ids
​(integer | string)[] · required

Fetch general journal documents with given ids › Responses

200

A list of general journal documents

id
​identifier · pattern: ^\d+$

A unique record identifier

administration_id
​administration_id · pattern: ^\d+$

A unique record identifier

reference
​string | null
date
​string · date
journal_type
​string | null · enum
Enum values:
fiscal_year_ending
created_at
​timestamp · date-time
updated_at
​timestamp · date-time
version
​version
​general_journal_document_entry_response[]
​attachment_response[]

Destroys note from entity

DELETE
https://moneybird.com/api/v2
/{administration_id}/documents/general_journal_documents/{general_journal_document_id}/notes/{id}{format}

Deletes a note from the general journal document.

Required scope(s)

documents

Destroys note from entity › path Parameters

administration_id
​administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

general_journal_document_id
​identifier · pattern: ^\d+$ · required

A unique record identifier

id
​identifier · pattern: ^\d+$ · required

A unique record identifier

format
​string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Destroys note from entity › Responses

Note deleted

No data returned

Adds note to entity

POST
https://moneybird.com/api/v2
/{administration_id}/documents/general_journal_documents/{general_journal_document_id}/notes{format}

Adds a note to the general journal document.

Required scope(s)

documents

Adds note to entity › path Parameters

administration_id
​administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

general_journal_document_id
​identifier · pattern: ^\d+$ · required

A unique record identifier

format
​string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Adds note to entity › Request Body

​object

Adds note to entity › Responses

Note created

id
​identifier · pattern: ^\d+$

A unique record identifier

administration_id
​administration_id · pattern: ^\d+$

A unique record identifier

entity_id
​identifier_nullable · pattern: ^\d+$

A unique record identifier

entity_type
​string
user_id
​identifier · pattern: ^\d+$

A unique record identifier

assignee_id
​identifier_nullable · pattern: ^\d+$

A unique record identifier

todo
​boolean | string | null
Default: false
note
​string | null
completed_at
​string | null · date-time
completed_by_id
​identifier_nullable · pattern: ^\d+$

A unique record identifier

todo_type
​string | null · enum
Enum values:
sales_invoice_due
purchase_invoice_due
general_document_reminder
general_document_due
new_document_awaiting_processing
new_financial_mutation_awaiting_processing
financial_mutations_not_updated
sales_invoice_payment_not_linked_to_financial_mutation
data
​object | null
created_at
​timestamp · date-time
updated_at
​timestamp · date-time

Download attachment

GET
https://moneybird.com/api/v2
/{administration_id}/documents/general_journal_documents/{id}/attachments/{attachment_id}/download{format}

Download the attachment. The response will be a redirect to a temporarily available URL where the attachment can be downloaded. Use the Location header in the response to download the attachment.

Required scope(s)

documents

Download attachment › path Parameters

administration_id
​administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id
​identifier · pattern: ^\d+$ · required

A unique record identifier

attachment_id
​identifier · pattern: ^\d+$ · required

A unique record identifier

format
​string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Download attachment › Responses

Found

string

Delete an attachment

DELETE
https://moneybird.com/api/v2
/{administration_id}/documents/general_journal_documents/{id}/attachments/{attachment_id}{format}

Deletes an attachment of an attachable.

Required scope(s)

documents

Delete an attachment › path Parameters

administration_id
​administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id
​identifier · pattern: ^\d+$ · required

A unique record identifier

attachment_id
​identifier · pattern: ^\d+$ · required

A unique record identifier

format
​string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Delete an attachment › Responses

Attachment deleted

No data returned

Add attachment to general journal document

POST
https://moneybird.com/api/v2
/{administration_id}/documents/general_journal_documents/{id}/attachments{format}

Add an attachment to a general journal document.

Required scope(s)

documents

Add attachment to general journal document › path Parameters

administration_id
​administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id
​identifier · pattern: ^\d+$ · required

A unique record identifier

format
​string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Add attachment to general journal document › Request Body

file
​string · binary

Add attachment to general journal document › Responses

Status code

integer

Get general journal document

GET
https://moneybird.com/api/v2
/{administration_id}/documents/general_journal_documents/{id}{format}

Returns a general journal document by id.

Required scope(s)

documents

Get general journal document › path Parameters

administration_id
​administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id
​identifier · pattern: ^\d+$ · required

A unique record identifier

format
​string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Get general journal document › Responses

A general journal document

id
​identifier · pattern: ^\d+$

A unique record identifier

administration_id
​administration_id · pattern: ^\d+$

A unique record identifier

reference
​string | null
date
​string · date
journal_type
​string | null · enum
Enum values:
fiscal_year_ending
created_at
​timestamp · date-time
updated_at
​timestamp · date-time
version
​version
​general_journal_document_entry_response[]
​attachment_response[]

Update a general journal document

PATCH
https://moneybird.com/api/v2
/{administration_id}/documents/general_journal_documents/{id}{format}

Updates a general journal document.

Required scope(s)

documents

Update a general journal document › path Parameters

administration_id
​administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id
​identifier · pattern: ^\d+$ · required

A unique record identifier

format
​string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Update a general journal document › Request Body

​object
all_taxes
​boolean | string

Update a general journal document › Responses

General journal document updated

id
​identifier · pattern: ^\d+$

A unique record identifier

administration_id
​administration_id · pattern: ^\d+$

A unique record identifier

reference
​string | null
date
​string · date
journal_type
​string | null · enum
Enum values:
fiscal_year_ending
created_at
​timestamp · date-time
updated_at
​timestamp · date-time
version
​version
​general_journal_document_entry_response[]
​attachment_response[]

Delete a general journal document

DELETE
https://moneybird.com/api/v2
/{administration_id}/documents/general_journal_documents/{id}{format}

Deletes a general journal document.

Required scope(s)

documents

Delete a general journal document › path Parameters

administration_id
​administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id
​identifier · pattern: ^\d+$ · required

A unique record identifier

format
​string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Delete a general journal document › Responses

Status code

integer

Get general journal documents

GET
https://moneybird.com/api/v2
/{administration_id}/documents/general_journal_documents{format}

Returns a paginated list of documents of this type in the administration.

The exclude_new_general_journal_documents parameter, when set to true, removes documents that are still in the new state from the response. It has no effect on other document types.

Required scope(s)

documents

Get general journal documents › path Parameters

administration_id
​administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format
​string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Get general journal documents › query Parameters

filter
​string

Filters are key:value terms separated by commas (e.g. period:this_year,state:open). Any filter you pass replaces the defaults below entirely, so include every key you need — in particular pass an explicit period (a named period or a YYYYMMDD..YYYYMMDD range) to look beyond the default financial year. Available filters:

FilterTypeDefaultDescription
periodStringthis_yearA named period (this_week, prev_week, next_week, this_month, prev_month, next_month, this_quarter, prev_quarter, next_quarter, this_year, prev_year, next_year) or a custom range (201301..201302, 20130101..20130131)
stateStringallall, new, saved, open, paid, late or pending_payment. paid, late and pending_payment only apply to documents with a payment lifecycle (purchase invoices and receipts)
recurringStringallall, enabled or disabled
attachmentStringallall, with or without
referenceStringDocuments with the given reference value
contact_idIntegerDocuments belonging to the given contact
ledger_account_idIntegerDocuments booking against the given ledger account
updated_afterStringISO 8601 timestamp in UTC; documents updated strictly after this time

Multiple values for state, recurring and attachment can be combined with a pipe, e.g. state:open|paid.

Default: period:this_year
new_filter
​string

String terms, example: key1:value1,key2:value2.

page
​integer | string
sort
​string · enum

Sorts the list on date, so the newest (date_desc) or the oldest (date_asc) items come first.

Enum values:
date_desc
date_asc
Default: date_desc
per_page
​integer | string · min: 1 · max: 100 · pattern: ^\d+$
exclude_new_general_journal_documents
​boolean | string

Get general journal documents › Responses

A list of general journal documents

id
​identifier · pattern: ^\d+$

A unique record identifier

administration_id
​administration_id · pattern: ^\d+$

A unique record identifier

reference
​string | null
date
​string · date
journal_type
​string | null · enum
Enum values:
fiscal_year_ending
created_at
​timestamp · date-time
updated_at
​timestamp · date-time
version
​version
​general_journal_document_entry_response[]
​attachment_response[]

Create a new general journal document

POST
https://moneybird.com/api/v2
/{administration_id}/documents/general_journal_documents{format}

Creates a new general journal document.

Required scope(s)

documents

Create a new general journal document › path Parameters

administration_id
​administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format
​string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Create a new general journal document › Request Body

​object

Create a new general journal document › Responses

General journal document created

id
​identifier · pattern: ^\d+$

A unique record identifier

administration_id
​administration_id · pattern: ^\d+$

A unique record identifier

reference
​string | null
date
​string · date
journal_type
​string | null · enum
Enum values:
fiscal_year_ending
created_at
​timestamp · date-time
updated_at
​timestamp · date-time
version
​version
​general_journal_document_entry_response[]
​attachment_response[]