Budgets et dépenses

Budgets, transactions, coûts et comptes bancaires — suivez les dépenses et rapprochez automatiquement.

Budget

GET	/budgets	Retrieves the collection of Budget resources.
POST	/budgets	Creates a Budget resource.
GET	/budgets/{id}	Retrieves a Budget resource.
PATCH	/budgets/{id}	Updates the Budget resource.
DELETE	/budgets/{id}	Removes the Budget resource.
POST	/budgets/{id}/copy-plan-from-year	Creates a Budget resource.
GET	/budgets/{id}/employee-pnl	Retrieves a Budget resource.
PUT	/budgets/{id}/plan	Replaces the Budget resource.
GET	/budgets/{id}/pnl-by-tags	Retrieves a Budget resource.

Champ	Type	Description
name*	string
type*	string
granularity	string
budgetGroup	string,null (iri-reference)
attributeSet	string,null (iri-reference)
dateFrom	string,null (date-time)
dateTo	string,null (date-time)
displayPricePerSqm	boolean	Opt-in flag for the P&L-by-tags preview's price-per-sqm column. When true, the costsByProject section is expected to surface a surface-aware price view in addition to absolute amounts. The actual surf
outgoingTags	array	Tag-mode filter (outgoing/income side). OR semantics — an invoice matches if it carries at least one of these tags. Replaces the legacy single $outgoingTag ManyToOne (kept as a virtual property for ba
incomingTags	array
amountStrategy*	string
actualMode	string
planningMode	stringnull
planSource	string
config	array
includePeopleCosts	booleannull
includeEmployeeCosts	booleannull
includePeopleIncome	booleannull
outgoingTag	string,null (iri-reference)	Legacy single-tag alias — read returns the first element of $outgoingTags (or null). Write REPLACES the collection with a single-element array (or empty when null). Exists only to keep the still-deplo
incomingTag	string,null (iri-reference)

GET	/budget-transactions	Retrieves the collection of BudgetTransaction resources.
POST	/budget-transactions	Creates a BudgetTransaction resource.
GET	/budget-transactions/{id}	Retrieves a BudgetTransaction resource.
PATCH	/budget-transactions/{id}	Updates the BudgetTransaction resource.
DELETE	/budget-transactions/{id}	Removes the BudgetTransaction resource.

GET	/budget-groups	Retrieves the collection of BudgetGroup resources.
POST	/budget-groups	Creates a BudgetGroup resource.
GET	/budget-groups/{id}	Retrieves a BudgetGroup resource.
PATCH	/budget-groups/{id}	Updates the BudgetGroup resource.
DELETE	/budget-groups/{id}	Removes the BudgetGroup resource.

Champ	Type	Description
name*	string

GET	/contractors	Retrieves the collection of Cost resources.
POST	/contractors	Creates a Cost resource.
GET	/contractors/{id}	Retrieves a Cost resource.
PATCH	/contractors/{id}	Updates the Cost resource.
DELETE	/contractors/{id}	Removes the Cost resource.
POST	/contractors/nip-validation	Creates a Cost resource.
GET	/contractors/search	Retrieves the collection of Cost resources.
GET	/costs	Retrieves the collection of Cost resources.
POST	/costs	Creates a Cost resource.
GET	/costs/{id}	Retrieves a Cost resource.
PATCH	/costs/{id}	Updates the Cost resource.
GET	/costs/{id}/documents	Retrieves a Cost resource.
GET	/costs/payment-due/{date}	Get by path parameters
GET	/suppliers	Retrieves the collection of Cost resources.
POST	/suppliers	Creates a Cost resource.
GET	/suppliers/{id}	Retrieves a Cost resource.
PATCH	/suppliers/{id}	Updates the Cost resource.
DELETE	/suppliers/{id}	Removes the Cost resource.
POST	/suppliers/nip-validation	Creates a Cost resource.
GET	/suppliers/search	Retrieves the collection of Cost resources.

Champ	Type	Description
costGroup*	string (iri-reference)
ownerEmployee	string,null (iri-reference)
tinType*	string
tin	stringnull
tinCountry	string,null (iri-reference)
cyclic	boolean
paymentDeadline	integernull
name*	string
description	stringnull
matchRegex	stringnull
requireAttachment	booleannull
taxAmount	stringnull
notIncludeInChart	boolean
eInvoicingReferenceNumber	stringnull
eInvoicingSourceXmlUrl	stringnull
eInvoicingVisualUrl	stringnull
contractorGroup	string,null (iri-reference)

GET	/transactions	Retrieves the collection of Transaction resources.
POST	/transactions	Creates a Transaction resource.
GET	/transactions/{id}	Retrieves a Transaction resource.
PATCH	/transactions/{id}	Updates the Transaction resource.
DELETE	/transactions/{id}	Removes the Transaction resource.
GET	/transactions/{id}/suggestions	Retrieves the collection of Transaction resources.
POST	/transactions/{id}/suggestions/{suggestionId}/apply	Creates a Transaction resource.
POST	/transactions/import	Creates a Transaction resource.
GET	/transactions/search	Retrieves the collection of Transaction resources.
GET	/transactions/unassigned	Retrieves the collection of Transaction resources.
GET	/transactions/with-problems	Retrieves the collection of Transaction resources.

Champ	Type	Description
id	string
bankAccount	string (iri-reference)
employeeOwner	string,null (iri-reference)
hash	string
type	string
cost	string,null (iri-reference)
counterparty	string,null (iri-reference)
counterpartyRole	stringnull
statementNumber	integer
operationNumber	stringnull
description	string
currency	string
amount	number
endingBalance	number
orderDate	string (date-time)
execDate	string (date-time)
relatedDate	string,null (date-time)
ignored*	integer
note	stringnull
hasDetectedProblems	booleannull
transactionAttachments	array
additionalAttachments	array	Inverse of TransactionAttachment.additionalTransactions: invoice documents this transaction is linked to as an ADDITIONAL payment (one invoice paid across several payments). Lets the transaction recog
invoiceTransactions	array
properties	array
budgetTransactions	array
projectTransactions	array
employeeTransactions	array
createdAt	string (date-time)
updatedAt	string (date-time)
contractor	string,null (iri-reference)
connectedMonth	string (date-time)
relatedEmployee	string,null (iri-reference)

GET	/bank-accounts	Retrieves the collection of BankAccount resources.
POST	/bank-accounts	Creates a BankAccount resource.
GET	/bank-accounts/{id}	Retrieves a BankAccount resource.
PATCH	/bank-accounts/{id}	Updates the BankAccount resource.

GET	/tax-groups	Retrieves the collection of TaxGroup resources.
POST	/tax-groups	Creates a TaxGroup resource.
GET	/tax-groups/{id}	Retrieves a TaxGroup resource.
PATCH	/tax-groups/{id}	Updates the TaxGroup resource.

Champ	Type	Description
name*	string
isDefault	boolean

GET	/currencies	Retrieves the collection of Currency resources.
GET	/currencies/{!sourceCurrency}/rates/{!targetCurrency}/{date}	Retrieves the collection of Currency resources.
GET	/currencies/{id}	Retrieves a Currency resource.

Champ	Type	Description
id*	string
name*	string