Skip to main content

Upsert Opening Balance Draft

PUT 

/api/ledger/opening-balance

The opening balance is an INTERNAL journal entry seeding each GL account's position as of the tenant's books-start date — it is NEVER synced to the accounting provider (non-bypassable internal_only eligibility), which already holds these balances. The inventory line is derived from the valuation at end of day prior to the Inventory Start Date and snapshotted at apply time. Spec: docs/plans/ledger-opening-balance-entry.md.

Authorization

Any valid API token can call this endpoint — no specific scope required. Manage tokens.

Authentication: Requires Bearer token + accounting.manage_settings.

Request body: as_of_date (Y-m-d, must equal the Inventory Start Date at apply time), optional equity_nominal_code_id (balancing account), optional notes, and lines[] of {nominal_code_id, direction: debit|credit, amount > 0} — accounts must be unique; the inventory account is system-managed and may not appear. 422 once the document is applied (delete and recreate, or rebuild).

Request

Responses

OK

Response Headers
    Content-Type