We now support multi-rate VAT on supplier invoices. You can pick the 'mixed' vat_rate value.

You can now retrieve the list of all Ledger entry lines without the need to scope them under a specific ledger entry.

This enhancement allows for more flexible data retrieval and analysis.

For this new endpoint, the following filters are available to refine your queries :

• id
• ledger_account_id
• date
• journal_id

For more details on how to use these filters, please refer to the documentation.

A ledger_account can now be assigned when creating a company customer, individual customer, or supplier.

Endpoints Affected:

POST /company_customers

POST /individual_customers

POST /suppliers

Usage:

To assign a ledger_account, include the following field in the request body of the affected endpoints:

{
  "ledger_account": {
    "number": 411123
  }
}

We've made several adjustments to our invoice index endpoints related to the invoice_number filter for consistency and performance improvement:

• customer_invoices:
  • Removed lt, lteq, gt, gteq operators
• supplier_invoices:
  • Removed start_with operator
  • Added eq, not_eq, in, not_in operators
• draft_invoices:
  • Removed lt, lteq, gt, gteq operators
• credit_notes:
  • Added eq, not_eq, in, not_in operators

When creating or updating categories a new optional field analytical_code can now be assigned to a category. This enhancement is available exclusively to companies subscribed to the advanced analytics module.

• Endpoints Affected:
  • POST /categories
  • PUT /categories/{id}
• Usage:
  Include the analytical_code field in the request body when creating or updating categories.
• Note:
  Ensure your subscription includes the advanced analytics module to utilize this feature.

Estimates now supports a new status: expired

You can updates estimates with this status or filter estimates using the estimate_expired_status scope filter.

Customer Invoice Templates

1. New Endpoint: List Customer Invoice Templates

   • A new endpoint is now available to retrieve all customer invoice templates for a company
   • Endpoint: GET /api/v2/customer_invoice_templates
   • API Reference Documentation

2. Document Creation with customer_invoice_template_id

   • You can now create documents using templates by providing the customer_invoice_template_id field
   • The template ID can be obtained from the new list templates endpoint
   • This feature is available for:
     • Creating a finalized invoice
     • Create a credit note
     • Create a draft invoice

3. Document Update with customer_invoice_template_id

   • Draft invoices can also be updated with a new template
   • Api Reference Documentation

4. Updated Response Schema

   • The customer_invoice_template_id field is now included in all the responses of endpoints for:
     • Customer Invoices
     • Draft Invoices
     • Credit Notes

Example Usage

When creating or updating a document, include the template ID in your request:

{
  "customer_invoice_template_id": "template_id_from_list_endpoint",
  // ... other invoice fields
}

 

New endpoint is available in order to retrieve data for a specific ledger account.

For the Alpha endpoints, filters are available and listed in the documentation just below or in the 'query params' section of each endpoint page.

Other filters are coming.

Read here our filters guide

We've implemented in the v2 new endpoints equivalent to the customer_invoices and supplier_invoices scope of the v1.

They are in an 'alpha' version as they might change, so you're expected to update your code to implement the breaking changes. This version is not stable yet.

Read here our full guide on v1 vs v2.