Chart of Accounts

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Offers

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Outgoing Invoices

Operations

Incoming Invoices

Operations

Chart of Accounts

Operations

List all chart of accounts

Request

Required scopes: chart-of-accounts:read

Security

http or oauth2

Query

sortstring

Available sorts are code, title, created_at.
You can sort by multiple options by separating them with a comma. To sort in descending order, use - sign in front of the sort, for example: -title.

Example: sort=sort=-created_at,title

includestring

Available includes are positions. You can include multiple options by separating them with a comma.

page[size]integer

The number of results that will be returned per page.

Default 30

page[cursor]string

The cursor to start the pagination from.

filterstring

Allowed filter fields (with allowed operators):

Field	Type	Operators
`code`	`string`	in, nin, notin, eq, ne, neq, contains, like, startswith, endswith, isnull, isnotnull, notnull
`title`	`string`	in, nin, notin, eq, ne, neq, contains, like, startswith, endswith, isnull, isnotnull, notnull
`type`	`enum<CostCenterType>`	eq, ne, neq, in, nin, notin, isnull, isnotnull, notnull
`priority`	`string`	in, nin, notin, eq, ne, neq, contains, like, startswith, endswith, isnull, isnotnull, notnull

Filtering expression. Accepts either JSON (array/tree of conditions) or a readable string DSL.

You can check the full syntax at Docs Filtering section.

Special values:

me.id — current authenticated user id (usable on fields of type id). Example: id eq me.id
now — current date-time. Example: dueOn lt now
sow/eow — start/end of week. Examples: dueOn gt sow, dueOn lt eow
som/eom — start/end of month. Examples: dueOn gt som, dueOn lt eom
today — special date for today; with eq it expands to the whole day range. Example: dueOn eq today
today±Nd — relative day offset. Examples: today-30d, today+5d.

Example: filter=title contains "Acme" and (created_at >= "2024-01-01" or client.name contains "Corp")

curl -i -X GET \
  'https://api.kanbert.com/api/v1/chart-of-accounts?sort=sort%3D-created_at%2Ctitle&include=string&page%5Bsize%5D=30&page%5Bcursor%5D=string&filter=title+contains+%22Acme%22+and+%28created_at+%3E%3D+%222024-01-01%22+or+client.name+contains+%22Corp%22%29' \
  -H 'Authorization: Bearer <YOUR_TOKEN_HERE>'

Responses

The cursor paginated collection of ChartOfAccountData

Bodyapplication/json

dataArray of objects(ChartOfAccountData)required

The list of items

data[].idstringrequired

data[].typeCostCenterType (string) or nullrequired

Any of:

string(CostCenterType)

Enum"accounts""discount""supplier_discount"

data[].codestring or nullrequired

data[].titlestring or nullrequired

data[].descriptionstring or nullrequired

data[].prioritystring or nullrequired

data[].budgetsobject or nullrequired

data[].budgets.property name*numberadditional property

data[].start_datestring or null(date-time)required

data[].end_datestring or null(date-time)required

data[].created_atstring(date-time)required

data[].updated_atstring or null(date-time)required

data[].positionsArray of PositionData (objects) or object

Any of:

linksArray of stringsrequired

metaobjectrequired

meta.pathstring or nullrequired

Base path for paginator generated URLs.

meta.per_pageintegerrequired

Number of items shown per page.

meta.next_cursorstring or nullrequired

meta.next_cursor_urlstring or nullrequired

meta.prev_cursorstring or nullrequired

meta.prev_cursor_urlstring or nullrequired

Response

application/json

{
  "data": [
    { … }
  ],
  "links": [
    "string"
  ],
  "meta": {
    "path": "string",
    "per_page": 0,
    "next_cursor": "string",
    "next_cursor_url": "string",
    "prev_cursor": "string",
    "prev_cursor_url": "string"
  }
}

List bookings

Request

Required scopes: chart-of-accounts:read

Security

http or oauth2

Query

sortstring

Available sorts are value, title, type, created_at.
You can sort by multiple options by separating them with a comma. To sort in descending order, use - sign in front of the sort, for example: -title.

Example: sort=sort=-created_at,title

page[size]integer

The number of results that will be returned per page.

Default 30

page[cursor]string

The cursor to start the pagination from.

filterstring

Allowed filter fields (with allowed operators):

Field	Type	Operators
`type`	`string`	in, nin, notin, eq, ne, neq, contains, like, startswith, endswith, isnull, isnotnull, notnull
`title`	`string`	in, nin, notin, eq, ne, neq, contains, like, startswith, endswith, isnull, isnotnull, notnull
`chart_of_account.id`	`id`	eq, ne, neq, in, nin, notin, isnull, isnotnull, notnull
`chart_of_account.code`	—	—
`chart_of_account.title`	—	—
`chart_of_account.type`	`enum<CostCenterType>`	eq, ne, neq, in, nin, notin, isnull, isnotnull, notnull
`position.id`	`id`	eq, ne, neq, in, nin, notin, isnull, isnotnull, notnull
`position.title`	—	—
`incoming_invoice.id`	`id`	eq, ne, neq, in, nin, notin, isnull, isnotnull, notnull
`outgoing_invoice.id`	`id`	eq, ne, neq, in, nin, notin, isnull, isnotnull, notnull
`client.id`	`id`	eq, ne, neq, in, nin, notin, isnull, isnotnull, notnull
`project.id`	`id`	eq, ne, neq, in, nin, notin, isnull, isnotnull, notnull
`created_at`	`date`	eq, ne, neq, lt, lte, le, gt, gte, ge, in, nin, notin, isnull, isnotnull, notnull

Filtering expression. Accepts either JSON (array/tree of conditions) or a readable string DSL.

You can check the full syntax at Docs Filtering section.

Special values:

me.id — current authenticated user id (usable on fields of type id). Example: id eq me.id
now — current date-time. Example: dueOn lt now
sow/eow — start/end of week. Examples: dueOn gt sow, dueOn lt eow
som/eom — start/end of month. Examples: dueOn gt som, dueOn lt eom
today — special date for today; with eq it expands to the whole day range. Example: dueOn eq today
today±Nd — relative day offset. Examples: today-30d, today+5d.

Example: filter=title contains "Acme" and (created_at >= "2024-01-01" or client.name contains "Corp")

curl -i -X GET \
  'https://api.kanbert.com/api/v1/chart-of-accounts/bookings?sort=sort%3D-created_at%2Ctitle&page%5Bsize%5D=30&page%5Bcursor%5D=string&filter=title+contains+%22Acme%22+and+%28created_at+%3E%3D+%222024-01-01%22+or+client.name+contains+%22Corp%22%29' \
  -H 'Authorization: Bearer <YOUR_TOKEN_HERE>'

Responses

The cursor paginated collection of ChartOfAccountsBookingData

Bodyapplication/json

dataArray of objects(ChartOfAccountsBookingData)required

The list of items

data[].idstringrequired

data[].typestringrequired

data[].titlestring or nullrequired

data[].valuenumberrequired

data[].clientClientData (object) or nullrequired

Any of:

data[].client.idstringrequired

data[].client.external_idstring or nullrequired

Can be used to add an identifier to the client from an external system, must be unique

data[].client.external_originstring or nullrequired

If originated from external system origin is added

data[].client.namestringrequired

data[].client.shortcodestring or nullrequired

data[].client.primary_contactUserData (object) or nullrequired

Any of:

data[].client.primary_contact.idstringrequired

data[].client.primary_contact.first_namestringrequired

data[].client.primary_contact.last_namestringrequired

data[].client.primary_contact.emailstringrequired

data[].client.primary_contact.typestring(UserType)required

Enum"user""guest""tax_advisor""integration"

data[].client.primary_contact.spaceobject(SpaceData)required

data[].client.primary_contact.space.idstringrequired

data[].client.primary_contact.space.namestringrequired

data[].client.origin_spaceSpaceData (object) or nullrequired

Any of:

Shared space which the client is shared from, if null client is not shared

data[].client.origin_space.idstringrequired

data[].client.origin_space.namestringrequired

data[].projectProjectData (object) or nullrequired

Any of:

data[].project.idstringrequired

data[].project.external_idstring or nullrequired

Can be used to add an identifier to the project from an external system, must be unique

data[].project.external_originstring or nullrequired

If originated from external system origin is added

data[].project.titlestringrequired

data[].project.descriptionstring or nullrequired

data[].project.shortcodestringrequired

data[].project.po_numberstring or nullrequired

data[].project.project_typeProjectTypeData (object) or nullrequired

Any of:

data[].project.project_type.idstringrequired

data[].project.project_type.titlestringrequired

data[].project.project_type.shortcodestringrequired

data[].project.project_type.colorstringrequired

data[].project.project_type.orderintegerrequired

data[].project.project_type.is_defaultbooleanrequired

data[].project.project_groupProjectGroupData (object) or nullrequired

Any of:

data[].project.project_group.idstringrequired

data[].project.project_group.titlestringrequired

data[].project.statusstringrequired

data[].project.is_acquisitionbooleanrequired

data[].project.is_privatebooleanrequired

data[].project.start_datestring or null(date)required

data[].project.end_datestring or null(date)required

data[].project.clientobject(ClientData)required

data[].project.client.idstringrequired

data[].project.client.external_idstring or nullrequired

Can be used to add an identifier to the client from an external system, must be unique

data[].project.client.external_originstring or nullrequired

If originated from external system origin is added

data[].project.client.namestringrequired

data[].project.client.shortcodestring or nullrequired

data[].project.client.primary_contactUserData (object) or nullrequired

Any of:

data[].project.client.primary_contact.idstringrequired

data[].project.client.primary_contact.first_namestringrequired

data[].project.client.primary_contact.last_namestringrequired

data[].project.client.primary_contact.emailstringrequired

data[].project.client.primary_contact.typestring(UserType)required

Enum"user""guest""tax_advisor""integration"

data[].project.client.primary_contact.spaceobject(SpaceData)required

data[].project.client.origin_spaceSpaceData (object) or nullrequired

Any of:

Shared space which the client is shared from, if null client is not shared

data[].project.client.origin_space.idstringrequired

data[].project.client.origin_space.namestringrequired

data[].project.tagsArray of objects(ProjectTagData)

data[].project.portfoliosArray of objects(ProjectPortfolioData)

data[].project.custom_fieldsobjectrequired

The key is the field name for your custom field, value type depends on the field type

data[].project.custom_fields.property name*string or boolean or integer or nulladditional property

Any of:

string

data[].project.origin_spaceSpaceData (object) or nullrequired

Any of:

Shared space which the project is shared from, if null project is not shared

data[].project.origin_space.idstringrequired

data[].project.origin_space.namestringrequired

data[].project.teamArray of objects(TeamMemberData)

Project team

data[].project.guestsArray of objects(TeamMemberData)

Project guests

data[].project.computed_fieldsobject

data[].chart_of_accountChartOfAccountData (object) or object or nullrequired

Any of:

data[].chart_of_account.idstringrequired

data[].chart_of_account.typeCostCenterType (string) or nullrequired

Any of:

string(CostCenterType)

Enum"accounts""discount""supplier_discount"

data[].chart_of_account.codestring or nullrequired

data[].chart_of_account.titlestring or nullrequired

data[].chart_of_account.descriptionstring or nullrequired

data[].chart_of_account.prioritystring or nullrequired

data[].chart_of_account.budgetsobject or nullrequired

data[].chart_of_account.budgets.property name*numberadditional property

data[].chart_of_account.start_datestring or null(date-time)required

data[].chart_of_account.end_datestring or null(date-time)required

data[].chart_of_account.created_atstring(date-time)required

data[].chart_of_account.updated_atstring or null(date-time)required

data[].chart_of_account.positionsArray of PositionData (objects) or object

Any of:

data[].positionPositionData (object) or object or nullrequired

Any of:

data[].position.idstringrequired

data[].position.titlestring or nullrequired

data[].position.planobject or nullrequired

data[].position.plan.property name*numberadditional property

data[].position.start_datestring or null(date-time)required

data[].position.end_datestring or null(date-time)required

data[].position.created_atstring(date-time)required

data[].position.updated_atstring or null(date-time)required

data[].incoming_invoiceChartOfAccountsBookingDocumentData (object) or object or null

Any of:

data[].outgoing_invoiceOutgoingInvoiceReferenceData (object) or nullrequired

Any of:

data[].outgoing_invoice.idstringrequired

data[].outgoing_invoice.invoice_numberstring or nullrequired

data[].outgoing_invoice.titlestringrequired

data[].outgoing_invoice.is_creditbooleanrequired

data[].created_atstring(date-time)required

data[].updated_atstring or null(date-time)required

linksArray of stringsrequired

metaobjectrequired

meta.pathstring or nullrequired

Base path for paginator generated URLs.

meta.per_pageintegerrequired

Number of items shown per page.

meta.next_cursorstring or nullrequired

meta.next_cursor_urlstring or nullrequired

meta.prev_cursorstring or nullrequired

meta.prev_cursor_urlstring or nullrequired

Response

application/json

{
  "data": [
    { … }
  ],
  "links": [
    "string"
  ],
  "meta": {
    "path": "string",
    "per_page": 0,
    "next_cursor": "string",
    "next_cursor_url": "string",
    "prev_cursor": "string",
    "prev_cursor_url": "string"
  }
}

Retrieve a single chart of account

Request

Required scopes: chart-of-accounts:read

Security

http or oauth2

Path

idstringrequired

curl -i -X GET \
  'https://api.kanbert.com/api/v1/chart-of-accounts/{id}' \
  -H 'Authorization: Bearer <YOUR_TOKEN_HERE>'

Responses

ChartOfAccountData

Bodyapplication/json

idstringrequired

typeCostCenterType (string) or nullrequired

Any of:

string(CostCenterType)

Enum"accounts""discount""supplier_discount"

codestring or nullrequired

titlestring or nullrequired

descriptionstring or nullrequired

prioritystring or nullrequired

budgetsobject or nullrequired

budgets.property name*numberadditional property

start_datestring or null(date-time)required

end_datestring or null(date-time)required

created_atstring(date-time)required

updated_atstring or null(date-time)required

positionsArray of PositionData (objects) or object

Any of:

Response

application/json

{
  "id": "string",
  "type": "accounts",
  "code": "string",
  "title": "string",
  "description": "string",
  "priority": "string",
  "budgets": {
    "property1": 0,
    "property2": 0
  },
  "start_date": "2019-08-24T14:15:22Z",
  "end_date": "2019-08-24T14:15:22Z",
  "created_at": "2019-08-24T14:15:22Z",
  "updated_at": "2019-08-24T14:15:22Z",
  "positions": [
    { … }
  ]
}

Payments

Operations

Usergroups & Teams

Operations

Suppliers

Operations

Settings

Operations

Integration

Operations

Files

Operations

Custom Fields

Operations

Webhook Management

Operations

Schemas

Kanbert (v1)
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Users

Clients

Projects

Portfolios & Project Groups

Tasks

Task Comments

Efforts

Contacts

Companies

Offers

Outgoing Invoices

Incoming Invoices

Chart of Accounts

List all chart of accounts

Request

Responses

Was this helpful?

List bookings

Request

Responses

Was this helpful?

Retrieve a single chart of account

Request

Responses

Was this helpful?

Payments

Usergroups & Teams

Suppliers

Settings

Integration

Files

Custom Fields

Webhook Management

Schemas

Kanbert (v1)CopyCopy for LLMCopy page as Markdown for LLMsView as MarkdownOpen this page as MarkdownOpen in ChatGPTGet insights from ChatGPTOpen in ClaudeGet insights from Claude

Users

Clients

Projects

Portfolios & Project Groups

Tasks

Task Comments

Efforts

Contacts

Companies

Offers

Outgoing Invoices

Incoming Invoices

Chart of Accounts

List all chart of accounts

Request

Responses

Was this helpful?

List bookings

Request

Responses

Was this helpful?

Retrieve a single chart of account

Request

Responses

Was this helpful?

Payments

Usergroups & Teams

Suppliers

Settings

Integration

Files

Custom Fields

Webhook Management

Schemas

Kanbert (v1)
Copy for LLM
Copy page as Markdown for LLMs
View as Markdown
Open this page as Markdown
Open in ChatGPT
Get insights from ChatGPT
Open in Claude
Get insights from Claude