Budgets & Ausgaben – Flowtly Developer-Plattform

Nutze diesen kuratierten Ausschnitt des Flowtly-OpenAPI-Schemas, um Integrationen zu planen, Workflows zu automatisieren und kritische Daten zu synchronisieren.

Dokumentationsstatus

Zuletzt synchronisiert am 2026-02-23 12:40 (App-Version 2.0.0)

Nur ein Teil der Entitäten ist öffentlich. Führe beide Sync-Befehle aus, sobald Flowtly neue Funktionen veröffentlicht, um die Daten zu aktualisieren.

Budgets & Ausgaben

Steuere Finanzpläne, Zuweisungen und Transaktionen.

Entitätsüberblick

Budget

Spiele Flowtly-Budgets in Finanztools ein, damit Limits, Alerts und Freigaben synchron bleiben.

Endpoints

GET https://api.flowtly.eu/budgets

Budgets auflisten

Liest paginierte Budgets mit Filtern nach Typ oder Zeitraum.

POST https://api.flowtly.eu/budgets

Budget erstellen

Legt ein Budget mit Zeitraum, Gruppe und Optionen an.

GET https://api.flowtly.eu/budgets/{id}

Budget per ID abrufen

Zeigt Details und Zuweisungen eines Budgets.

PATCH https://api.flowtly.eu/budgets/{id}

Budget aktualisieren

Budgetlaufzeit, Granularität oder Konfiguration per PATCH anpassen.

DELETE https://api.flowtly.eu/budgets/{id}

Budget löschen

Ein Budget entfernen, das nicht mehr nachverfolgt werden soll.

GET https://api.flowtly.eu/budget-contractors

List budget-contractors

Retrieve budget-contractor records.

POST https://api.flowtly.eu/budget-contractors

Create budget-contractor

Create a new budget-contractor mapping.

GET https://api.flowtly.eu/budget-contractors/{id}

Get budget-contractor

Fetch a budget-contractor by ID.

DELETE https://api.flowtly.eu/budget-contractors/{id}

Delete budget-contractor

Remove a budget-contractor mapping.

GET https://api.flowtly.eu/budget-employees

List budget-employees

Retrieve employee budget allocations.

POST https://api.flowtly.eu/budget-employees

Create budget-employee

Create a new budget-employee allocation.

GET https://api.flowtly.eu/budget-employees/{id}

Get budget-employee

Fetch a budget-employee allocation.

DELETE https://api.flowtly.eu/budget-employees/{id}

Delete budget-employee

Remove a budget-employee allocation.

GET https://api.flowtly.eu/budget-groups

List budget-groups

Retrieve budget groups.

POST https://api.flowtly.eu/budget-groups

Create budget-group

Create a new budget group.

GET https://api.flowtly.eu/budget-groups/{id}

Get budget-group

Fetch a budget group by ID.

PATCH https://api.flowtly.eu/budget-groups/{id}

Update budget-group

Patch a budget group.

DELETE https://api.flowtly.eu/budget-groups/{id}

Delete budget-group

Remove a budget group.

GET https://api.flowtly.eu/budget-invoices

List budget-invoices

Retrieve budget-linked invoices.

POST https://api.flowtly.eu/budget-invoices

Create budget-invoice

Create a budget invoice mapping.

GET https://api.flowtly.eu/budget-invoices/{id}

Get budget-invoice

Fetch a budget invoice mapping.

DELETE https://api.flowtly.eu/budget-invoices/{id}

Delete budget-invoice

Remove a budget invoice mapping.

GET https://api.flowtly.eu/budget-projects

List budget-projects

Retrieve project allocations under budgets.

POST https://api.flowtly.eu/budget-projects

Create budget-project

Create a budget-project allocation.

GET https://api.flowtly.eu/budget-projects/{id}

Get budget-project

Fetch a budget-project allocation.

DELETE https://api.flowtly.eu/budget-projects/{id}

Delete budget-project

Remove a budget-project allocation.

Anwendungsfälle

Richte jährliche Kostenstellen im ERP ein und halte Flowtly mit aktuellen Limits synchron.
Synchronisiere Marketingbudgets, damit Performance-Tools Ausgaben bei Flowtly-Alerts stoppen.

Schemafelder

Budget-budget.read_budget_employee.read
Feld Typ Beschreibung
id string Identifier of the budget.
name string Human-readable label (e.g. EMEA Marketing FY25).
type string Either global or employee-level budget.
granularity string Aggregation interval for reporting (month, quarter).
budgetGroup string | null Optional reference to a budget group.
dateFrom string | null Start of the validity window.
dateTo string | null End of the validity window.
config array Feature flags such as spend alerts.
budgetEmployees array Employee allocations tied to the budget.

Beispiele

POST https://api.flowtly.eu/budgets

Marketingbudget FY25 anlegen

Erstellt ein FY25-Budget samt Gruppe und Automatisierungsflags.

Request-Payload 
{
    "name": "EMEA Marketing FY25",
    "type": "global",
    "granularity": "month",
    "dateFrom": "2024-01-01T00:00:00+00:00",
    "dateTo": "2024-12-31T00:00:00+00:00",
    "budgetGroup": "/api/budget-groups/emarketing",
    "config": [
        "spend_alerts",
        "auto-freeze"
    ]
}
Response-Payload 
{
    "@id": "/api/budgets/bgt_fy25",
    "@type": "Budget",
    "id": "bgt_fy25",
    "name": "EMEA Marketing FY25",
    "type": "global",
    "granularity": "month",
    "dateFrom": "2024-01-01T00:00:00+00:00",
    "dateTo": "2024-12-31T00:00:00+00:00",
    "budgetGroup": "/api/budget-groups/emarketing",
    "config": [
        "spend_alerts",
        "auto-freeze"
    ]
}

Entitätsüberblick

Budgettransaktion

Sorge dafür, dass Beschaffung und Flowtly dieselben Ist-Ausgaben sehen.

Endpoints

GET https://api.flowtly.eu/budget-transactions

Budgettransaktionen auflisten

Ruft das Journal aller Ausgabenereignisse für Budgets ab.

POST https://api.flowtly.eu/budget-transactions

Budgettransaktion erstellen

Verlinkt eine externe Transaktion samt optionalem Mitarbeitenden mit einem Budget.

GET https://api.flowtly.eu/budget-transactions/{id}

Budgettransaktion abrufen

Eine mit einem Budget verknüpfte Transaktion einsehen, um Ausgaben zu prüfen.

PATCH https://api.flowtly.eu/budget-transactions/{id}

Budgettransaktion aktualisieren

Verknüpftes Budget, Mitarbeitenden oder Betrag anpassen.

DELETE https://api.flowtly.eu/budget-transactions/{id}

Budgettransaktion löschen

Eine fehlerhafte Budget-Transaktionsverknüpfung entfernen.

GET https://api.flowtly.eu/income-transactions

List income-transactions

Retrieve income transactions.

POST https://api.flowtly.eu/income-transactions

Create income-transaction

Create an income transaction entry.

GET https://api.flowtly.eu/income-transactions/{id}

Get income-transaction

Fetch an income transaction by ID.

PATCH https://api.flowtly.eu/income-transactions/{id}

Update income-transaction

Patch an income transaction entry.

DELETE https://api.flowtly.eu/income-transactions/{id}

Delete income-transaction

Delete an income transaction entry.

GET https://api.flowtly.eu/project-transactions

List project-transactions

Retrieve project transactions.

POST https://api.flowtly.eu/project-transactions

Create project-transaction

Create a project transaction entry.

PATCH https://api.flowtly.eu/project-transactions/{id}

Update project-transaction

Patch a project transaction entry.

DELETE https://api.flowtly.eu/project-transactions/{id}

Delete project-transaction

Delete a project transaction entry.

GET https://api.flowtly.eu/transactions

List transactions

Retrieve generic transactions.

POST https://api.flowtly.eu/transactions

Create transaction

Create a generic transaction.

GET https://api.flowtly.eu/transactions/{id}

Get transaction

Fetch a transaction by ID.

PATCH https://api.flowtly.eu/transactions/{id}

Update transaction

Patch a transaction.

POST https://api.flowtly.eu/transactions/import

Import transactions

Bulk import transactions.

GET https://api.flowtly.eu/transactions/unassigned

List unassigned transactions

Retrieve transactions not yet linked to a budget.

GET https://api.flowtly.eu/transaction-attachments

List transaction-attachments

Retrieve transaction attachments.

POST https://api.flowtly.eu/transaction-attachments

Create transaction-attachment

Create a transaction attachment.

GET https://api.flowtly.eu/transaction-attachments/{id}

Get transaction-attachment

Fetch a transaction attachment by ID.

PATCH https://api.flowtly.eu/transaction-attachments/{id}

Update transaction-attachment

Patch a transaction attachment.

DELETE https://api.flowtly.eu/transaction-attachments/{id}

Delete transaction-attachment

Delete a transaction attachment.

POST https://api.flowtly.eu/transaction-attachments/create

Upload transaction-attachment

Upload a new transaction attachment.

GET https://api.flowtly.eu/transaction-attachments/search

Search transaction-attachments

Search transaction attachments by query.

POST https://api.flowtly.eu/transaction-attachments/{id}/apply-suggestion

Creates a TransactionAttachment resource.

Creates a TransactionAttachment resource.

POST https://api.flowtly.eu/transaction-attachments/{id}/apply-supplier-suggestion

Creates a TransactionAttachment resource.

Creates a TransactionAttachment resource.

POST https://api.flowtly.eu/transaction-attachments/{id}/detach

Creates a TransactionAttachment resource.

Creates a TransactionAttachment resource.

GET https://api.flowtly.eu/transaction-attachments/{id}/suggestions

Retrieves the collection of TransactionAttachment resources.

Retrieves the collection of TransactionAttachment resources.

GET https://api.flowtly.eu/transaction-attachments/{id}/suggestions-debug

Retrieves a TransactionAttachment resource.

Retrieves a TransactionAttachment resource.

POST https://api.flowtly.eu/transaction-attachments/{id}/suggestions/{suggestionId}/apply

Creates a TransactionAttachment resource.

Creates a TransactionAttachment resource.

POST https://api.flowtly.eu/transactions/attachments/zip

Download transaction attachments as zip

Creates a TransactionAttachmentsZipExport resource.

GET https://api.flowtly.eu/transactions/export/mt940

Retrieves a TransactionMt940Export resource.

Retrieves a TransactionMt940Export resource.

GET https://api.flowtly.eu/transactions/with-problems

Retrieves the collection of Transaction resources.

Retrieves the collection of Transaction resources.

GET https://api.flowtly.eu/transactions/{id}/suggestions

Retrieves the collection of Transaction resources.

Retrieves the collection of Transaction resources.

POST https://api.flowtly.eu/transactions/{id}/suggestions/{suggestionId}/apply

Creates a Transaction resource.

Creates a Transaction resource.

Anwendungsfälle

Übertrage Zahlungsdaten aus der Buchhaltung, damit Flowtly den echten Verbrauch zeigt.
Verlinke HR- oder Vendor-Kosten sofort nach Freigabe mit Budgets.

Schemafelder

BudgetTransaction-budget_transaction.read_transaction.read
Feld Typ Beschreibung
budget string IRI des betroffenen Budgets.
transaction object IRI der ursprünglichen ERP-Transaktion.
employee string | null Verantwortliche Person (optional).
amount integer | null Gebuchte Summe gegen das Budget.

Beispiele

POST https://api.flowtly.eu/budget-transactions

ERP-Transaktion mit Budget verknüpfen

Ordnet eine Lieferantenrechnung dem FY25-Budget zu und speichert den Owner.

Request-Payload 
{
    "budget": "/api/budgets/bgt_fy25",
    "transaction": "/api/transactions/txn_904",
    "employee": "/api/employees/emp_777",
    "amount": 125000
}
Response-Payload 
{
    "@id": "/api/budget-transactions/btr_11",
    "@type": "BudgetTransaction",
    "id": "btr_11",
    "budget": "/api/budgets/bgt_fy25",
    "transaction": "/api/transactions/txn_904",
    "employee": "/api/employees/emp_777",
    "amount": 125000
}

Entitätsüberblick

Rechnung

Stellen Sie Rechnungs-Lifecycle-Daten bereit, damit Finance, Operations und Customer Teams mit einer gemeinsamen Umsatzquelle arbeiten.

Endpoints

GET https://api.flowtly.eu/invoices

Rechnungen auflisten

Rufen Sie Rechnungslisten mit Pagination und Statusfiltern ab.

POST https://api.flowtly.eu/invoices

Rechnung erstellen

Erstellen Sie eine neue Rechnung mit Kunde, Positionen und Zahlungsmetadaten.

GET https://api.flowtly.eu/invoices/{id}

Rechnung per ID abrufen

Lesen Sie eine einzelne Rechnung mit Positionen und verknüpften Transaktionen.

PATCH https://api.flowtly.eu/invoices/{id}

Rechnung aktualisieren

Passen Sie Rechnungsstatus, Fälligkeitsdatum oder Metadaten nach Prüfung an.

GET https://api.flowtly.eu/invoices/draft

Retrieves the collection of Invoice resources.

Retrieves the collection of Invoice resources.

GET https://api.flowtly.eu/invoices/name/{date}

Retrieves the collection of Invoice resources.

Retrieves the collection of Invoice resources.

POST https://api.flowtly.eu/invoices/send

Creates a Invoice resource.

Creates a Invoice resource.

DELETE https://api.flowtly.eu/invoices/{id}

Removes the Invoice resource.

Removes the Invoice resource.

GET https://api.flowtly.eu/invoices/{id}/send

Retrieves a Invoice resource.

Retrieves a Invoice resource.

POST https://api.flowtly.eu/invoices/{id}/send

Creates a Invoice resource.

Creates a Invoice resource.

Anwendungsfälle

Synchronisieren Sie Rechnungen in BI-Dashboards, um überfällige Forderungen und Liquiditätsrisiken zu überwachen.
Starten Sie Kunden-Erinnerungen, wenn sich der Rechnungsstatus in Flowtly ändert.

Schemafelder

Invoice-invoice.read_invoice_row.read_invoice_transaction.read_transaction.read_storage.read
Feld Typ Beschreibung
id integer —
name string —
type string —
parent object —
childrenInvoices array —
client string —
tinType string —
tinCountry string | null —
tin string | null —
bankAccount string —
amountNet number —
amount number —
currency string | null —
conversionRate number | null —
generatedPdfExternalId string | null —
issueDate string —
saleDate string —
dueDate string —
targetAmount number | null —
paymentMethod string —
notes string | null —
invoiceRows array —
eInvoicing object —
invoiceTransactions array —
internalComment string —
targetAmountNet number | null —
status string —

Entitätsüberblick

Transaktion

Integrieren Sie Transaktionsdaten zwischen Banking und ERP, um Kostenkontrolle und Margenberichte aktuell zu halten.

Endpoints

GET https://api.flowtly.eu/transactions

Transaktionen auflisten

Rufen Sie Transaktionslisten mit Filtern für Zuordnung und Status ab.

POST https://api.flowtly.eu/transactions

Transaktion erstellen

Erstellen Sie eine Transaktion mit Betrag, Währung und Kontoreferenzen.

GET https://api.flowtly.eu/transactions/{id}

Transaktion per ID abrufen

Lesen Sie eine einzelne Transaktion inklusive Anhängen und Kostenbezug.

PATCH https://api.flowtly.eu/transactions/{id}

Transaktion aktualisieren

Ändern Sie Klassifizierung, Zuordnung oder Abstimmungsfelder.

POST https://api.flowtly.eu/transactions/attachments/zip

Download transaction attachments as zip

Creates a TransactionAttachmentsZipExport resource.

GET https://api.flowtly.eu/transactions/export/mt940

Retrieves a TransactionMt940Export resource.

Retrieves a TransactionMt940Export resource.

POST https://api.flowtly.eu/transactions/import

Creates a Transaction resource.

Creates a Transaction resource.

GET https://api.flowtly.eu/transactions/unassigned

Retrieves the collection of Transaction resources.

Retrieves the collection of Transaction resources.

GET https://api.flowtly.eu/transactions/with-problems

Retrieves the collection of Transaction resources.

Retrieves the collection of Transaction resources.

GET https://api.flowtly.eu/transactions/{id}/suggestions

Retrieves the collection of Transaction resources.

Retrieves the collection of Transaction resources.

POST https://api.flowtly.eu/transactions/{id}/suggestions/{suggestionId}/apply

Creates a Transaction resource.

Creates a Transaction resource.

Anwendungsfälle

Synchronisieren Sie gebuchte Transaktionen in Monatsabschluss-Tools für schnellere Abstimmungen.
Speisen Sie Budget-Alerts und Profitabilitätsansichten mit Transaktionsströmen in Echtzeit.

Schemafelder

Transaction-transaction.read
Feld Typ Beschreibung
id string —
bankAccount string —
employeeOwner string | null —
cost string | null —
counterparty object —
counterpartyRole string | null —
statementNumber integer —
operationNumber string | null —
description string —
amount number —
endingBalance number —
orderDate string —
execDate string —
relatedDate string | null —
ignored integer —
note string | null —
transactionAttachments array —
budgetTransactions array —
projectTransactions array —
connectedMonth string —
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