Budgetar & utgifter
Budgetar, transaktioner, kostnader, skatt och bankkonton — följ upp utgifter och stäm av automatiskt.
Budget
Endpoints
| GET | /budgets | Hämtar samlingen av Budget-resurser. |
| POST | /budgets | Skapar en Budget-resurs. |
| GET | /budgets/{id} | Hämtar en Budget-resurs. |
| PATCH | /budgets/{id} | Uppdaterar Budget-resursen. |
| DELETE | /budgets/{id} | Tar bort Budget-resursen. |
| POST | /budgets/{id}/copy-plan-from-year | Skapar en Budget-resurs. |
| GET | /budgets/{id}/employee-pnl | Hämtar en Budget-resurs. |
| PUT | /budgets/{id}/plan | Ersätter Budget-resursen. |
| GET | /budgets/{id}/pnl-by-tags | Hämtar en Budget-resurs. |
| GET | /budgets/{id}/pnl-by-tags-drilldown | Hämtar en Budget-resurs. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| 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 surface lookup (Project -> assigned Property/Asset -> surface AttributeValue) lands after the post-Horizon-2026-04-30 co-design pass; this flag is the persistent toggle so the option exists today. |
| 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 backwards-compat during the FE rollout window). |
| incomingTags | array | |
| amountStrategy* | string | |
| actualMode | string | |
| planningMode | stringnull | |
| viewMode | stringnull | Explicit planning-vs-observation intent, decoupled from planningMode (the scope). Null on legacy budgets: BudgetNormalizer::resolveViewMode() falls back to inferring the mode from plan artifacts when this is unset, so existing budgets are unchanged. Write-only groups — the read value is emitted by BudgetNormalizer, which honours this field first. |
| 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-deployed old frontend working through PR 3's rollout. |
| incomingTag | string,null (iri-reference) |
Budgettransaktion
Endpoints
| GET | /budget-transactions | Hämtar samlingen av BudgetTransaction-resurser. |
| POST | /budget-transactions | Skapar en BudgetTransaction-resurs. |
| GET | /budget-transactions/{id} | Hämtar en BudgetTransaction-resurs. |
| PATCH | /budget-transactions/{id} | Uppdaterar BudgetTransaction-resursen. |
| DELETE | /budget-transactions/{id} | Tar bort BudgetTransaction-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| budget* | string (iri-reference) | |
| transaction* | string (iri-reference) | |
| employee | string,null (iri-reference) | |
| amount | numbernull |
Budgetgrupp
Endpoints
| GET | /budget-groups | Hämtar samlingen av BudgetGroup-resurser. |
| POST | /budget-groups | Skapar en BudgetGroup-resurs. |
| GET | /budget-groups/{id} | Hämtar en BudgetGroup-resurs. |
| PATCH | /budget-groups/{id} | Uppdaterar BudgetGroup-resursen. |
| DELETE | /budget-groups/{id} | Tar bort BudgetGroup-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| name* | string |
Kostnad
Endpoints
| GET | /contractors | Hämtar samlingen av Cost-resurser. |
| POST | /contractors | Skapar en Cost-resurs. |
| GET | /contractors/{id} | Hämtar en Cost-resurs. |
| PATCH | /contractors/{id} | Uppdaterar Cost-resursen. |
| DELETE | /contractors/{id} | Tar bort Cost-resursen. |
| POST | /contractors/nip-validation | Skapar en Cost-resurs. |
| GET | /contractors/search | Hämtar samlingen av Cost-resurser. |
| GET | /costs | Hämtar samlingen av Cost-resurser. |
| POST | /costs | Skapar en Cost-resurs. |
| GET | /costs/{id} | Hämtar en Cost-resurs. |
| PATCH | /costs/{id} | Uppdaterar Cost-resursen. |
| GET | /costs/{id}/documents | Hämtar en Cost-resurs. |
| GET | /costs/payment-due/{date} | Get by path parameters |
| GET | /suppliers | Hämtar samlingen av Cost-resurser. |
| POST | /suppliers | Skapar en Cost-resurs. |
| GET | /suppliers/{id} | Hämtar en Cost-resurs. |
| PATCH | /suppliers/{id} | Uppdaterar Cost-resursen. |
| DELETE | /suppliers/{id} | Tar bort Cost-resursen. |
| POST | /suppliers/nip-validation | Skapar en Cost-resurs. |
| GET | /suppliers/search | Hämtar samlingen av Cost-resurser. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| costGroup* | string (iri-reference) | |
| allowDuplicate | booleannull | Not persisted (no ORM\Column): an escape hatch for POST /contractors only, mirroring Client::$allowDuplicate. When true, ContractorCreateProcessor:: refuseIfDuplicate() skips the duplicate-party guard so a genuinely distinct same-name contractor can be created on purpose. |
| 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) |
Transaktion
Endpoints
| GET | /transactions | Hämtar samlingen av Transaction-resurser. |
| POST | /transactions | Skapar en Transaction-resurs. |
| GET | /transactions/{id} | Hämtar en Transaction-resurs. |
| PATCH | /transactions/{id} | Uppdaterar Transaction-resursen. |
| DELETE | /transactions/{id} | Tar bort Transaction-resursen. |
| GET | /transactions/{id}/suggestions | Hämtar samlingen av Transaction-resurser. |
| POST | /transactions/{id}/suggestions/{suggestionId}/apply | Skapar en Transaction-resurs. |
| POST | /transactions/import | Skapar en Transaction-resurs. |
| GET | /transactions/search | Hämtar samlingen av Transaction-resurser. |
| GET | /transactions/unassigned | Hämtar samlingen av Transaction-resurser. |
| GET | /transactions/with-problems | Hämtar samlingen av Transaction-resurser. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| id | string | |
| bankAccount | string (iri-reference) | |
| employeeOwner | string,null (iri-reference) | |
| hash | string | |
| source | stringnull | Where this row came from. Written at creation by whichever importer or creator made it — NEVER inferred from the row's shape. |
| 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 recognize the link for completeness, same as a primary attachment. |
| 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) |
Bankkonto
Endpoints
| GET | /bank-accounts | Hämtar samlingen av BankAccount-resurser. |
| POST | /bank-accounts | Skapar en BankAccount-resurs. |
| GET | /bank-accounts/{id} | Hämtar en BankAccount-resurs. |
| PATCH | /bank-accounts/{id} | Uppdaterar BankAccount-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| bank | string,null (iri-reference) | |
| type* | string | |
| default | boolean | |
| hidden | boolean | |
| name* | string | |
| number | stringnull | |
| prefix | stringnull | |
| currency* | string,null (iri-reference) | |
| defaultImportFormat* | string |
Momsgrupp
Endpoints
| GET | /tax-groups | Hämtar samlingen av TaxGroup-resurser. |
| POST | /tax-groups | Skapar en TaxGroup-resurs. |
| GET | /tax-groups/{id} | Hämtar en TaxGroup-resurs. |
| PATCH | /tax-groups/{id} | Uppdaterar TaxGroup-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| name* | string | |
| isDefault | boolean |
Valuta
Endpoints
| GET | /currencies | Hämtar samlingen av Currency-resurser. |
| GET | /currencies/{!sourceCurrency}/rates/{!targetCurrency}/{date} | Hämtar samlingen av Currency-resurser. |
| GET | /currencies/{id} | Hämtar en Currency-resurs. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| id* | string |
Ursprunglig budget
Endpoints
| GET | /initial-budgets | Hämtar samlingen av InitialBudget-resurser. |
| POST | /initial-budgets | Skapar en InitialBudget-resurs. |
| GET | /initial-budgets/{id} | Hämtar en InitialBudget-resurs. |
| PATCH | /initial-budgets/{id} | Uppdaterar InitialBudget-resursen. |
| DELETE | /initial-budgets/{id} | Tar bort InitialBudget-resursen. |
| GET | /initial-budgets/{id}/contract-comparison | Hämtar en InitialBudget-resurs. |
| GET | /initial-budgets/{id}/contract-comparison/{tagDefinitionId}/breakdown | Hämtar en InitialBudget-resurs. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| project | string (iri-reference) | |
| name | string | |
| notes | stringnull |
Ursprunglig budgetpost
Endpoints
| GET | /initial-budget-items | Hämtar samlingen av InitialBudgetItem-resurser. |
| POST | /initial-budget-items | Skapar en InitialBudgetItem-resurs. |
| GET | /initial-budget-items/{id} | Hämtar en InitialBudgetItem-resurs. |
| PATCH | /initial-budget-items/{id} | Uppdaterar InitialBudgetItem-resursen. |
| DELETE | /initial-budget-items/{id} | Tar bort InitialBudgetItem-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| id | string | |
| name | string | |
| plannedAmount | stringnull | |
| tagDefinition | string,null (iri-reference) | |
| unit | stringnull | |
| quantity | stringnull | |
| sortOrder | integer |
Budgetperiod
Endpoints
| GET | /budget-periods | Hämtar samlingen av BudgetPeriod-resurser. |
| POST | /budget-periods | Skapar en BudgetPeriod-resurs. |
| GET | /budget-periods/{id} | Hämtar en BudgetPeriod-resurs. |
| PATCH | /budget-periods/{id} | Uppdaterar BudgetPeriod-resursen. |
| DELETE | /budget-periods/{id} | Tar bort BudgetPeriod-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| id | string | |
| periodKey | string | |
| baseAmount | stringnull | |
| linearGrowth | stringnull | |
| exponentialGrowthBps | integernull | |
| unitGrowth | stringnull | |
| plannedIncome | stringnull |
Budgetmedarbetare
Endpoints
| GET | /budget-employees | Hämtar samlingen av BudgetEmployee-resurser. |
| POST | /budget-employees | Skapar en BudgetEmployee-resurs. |
| GET | /budget-employees/{id} | Hämtar en BudgetEmployee-resurs. |
| PATCH | /budget-employees/{id} | Uppdaterar BudgetEmployee-resursen. |
| DELETE | /budget-employees/{id} | Tar bort BudgetEmployee-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| id | string | |
| budget* | object | |
| employee* | string (iri-reference) | |
| position | string | |
| positionName | string |
Budgetkontrakt
Endpoints
| GET | /budget-contracts | Hämtar samlingen av BudgetContract-resurser. |
| POST | /budget-contracts | Skapar en BudgetContract-resurs. |
| GET | /budget-contracts/{id} | Hämtar en BudgetContract-resurs. |
| DELETE | /budget-contracts/{id} | Tar bort BudgetContract-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| id | string | |
| contract | string (iri-reference) |
Budgetleverantör
Endpoints
| GET | /budget-contractors | Hämtar samlingen av BudgetContractor-resurser. |
| POST | /budget-contractors | Skapar en BudgetContractor-resurs. |
| GET | /budget-contractors/{id} | Hämtar en BudgetContractor-resurs. |
| DELETE | /budget-contractors/{id} | Tar bort BudgetContractor-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| budget* | string (iri-reference) | |
| contractor* | string (iri-reference) |
Budgetfaktura
Endpoints
| GET | /budget-invoices | Hämtar samlingen av BudgetInvoice-resurser. |
| POST | /budget-invoices | Skapar en BudgetInvoice-resurs. |
| GET | /budget-invoices/{id} | Hämtar en BudgetInvoice-resurs. |
| DELETE | /budget-invoices/{id} | Tar bort BudgetInvoice-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| budget* | string (iri-reference) | |
| invoice* | string (iri-reference) | |
| amountNet | stringnull |
Budgetprojekt
Endpoints
| GET | /budget-projects | Hämtar samlingen av BudgetProject-resurser. |
| POST | /budget-projects | Skapar en BudgetProject-resurs. |
| GET | /budget-projects/{id} | Hämtar en BudgetProject-resurs. |
| DELETE | /budget-projects/{id} | Tar bort BudgetProject-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| id | string | |
| budget* | object | |
| project* | string (iri-reference) | |
| createdAt | string (date-time) |
Budgetaktivitetspost
Endpoints
| GET | /budget-activity | Hämtar samlingen av BudgetActivityItem-resurser. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| type | string | |
| state | string | |
| direction | string | |
| label | string | |
| amount | number | |
| date | stringnull |
Budgetvarningspost
Endpoints
| GET | /budget-alerts | Hämtar samlingen av BudgetAlertItem-resurser. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| key | string | |
| type | string | |
| severity | string | |
| title | string | |
| description | string | |
| period | stringnull | |
| dismissed | boolean |
Kostnadsgrupp
Endpoints
| GET | /cost-groups | Hämtar samlingen av CostGroup-resurser. |
| POST | /cost-groups | Skapar en CostGroup-resurs. |
| GET | /cost-groups/{id} | Get cost group chart |
| PATCH | /cost-groups/{id} | Uppdaterar CostGroup-resursen. |
| GET | /cost-groups/{id}/chart | Get cost group chart |
| POST | /cost-groups/{id}/merge | Merge cost groups |
| POST | /cost-groups/assign-icons-ai | Assign cost group icons via AI |
| GET | /cost-groups/chart | Get cost groups chart |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| id | integer | |
| type* | string | |
| name* | string | |
| description | stringnull | |
| icon | stringnull | |
| accoutancy_reference | stringnull | |
| costs | array | |
| createdAt | string (date-time) | |
| updatedAt | string (date-time) | |
| possibleTypes | string |
Skatteregel
Endpoints
| GET | /tax-rules | Hämtar samlingen av TaxRule-resurser. |
| POST | /tax-rules | Skapar en TaxRule-resurs. |
| GET | /tax-rules/{id} | Hämtar en TaxRule-resurs. |
| PATCH | /tax-rules/{id} | Uppdaterar TaxRule-resursen. |
| DELETE | /tax-rules/{id} | Tar bort TaxRule-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| id | string | |
| country* | string (iri-reference) | |
| taxAmount* | string |
Bank
Endpoints
| GET | /banks | Hämtar samlingen av Bank-resurser. |
| POST | /banks | Skapar en Bank-resurs. |
| GET | /banks/{id} | Hämtar en Bank-resurs. |
| PATCH | /banks/{id} | Uppdaterar Bank-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| name | string | |
| swift* | string |
Transaktionsbilaga
Endpoints
| GET | /transaction-attachments | Hämtar samlingen av TransactionAttachment-resurser. |
| POST | /transaction-attachments | Skapar en TransactionAttachment-resurs. |
| GET | /transaction-attachments/{id} | Hämtar en TransactionAttachment-resurs. |
| PATCH | /transaction-attachments/{id} | Uppdaterar TransactionAttachment-resursen. |
| DELETE | /transaction-attachments/{id} | Tar bort TransactionAttachment-resursen. |
| POST | /transaction-attachments/{id}/apply-suggestion | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/apply-supplier-suggestion | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/approve | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/cascade-preview | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/detach | Skapar en TransactionAttachment-resurs. |
| GET | /transaction-attachments/{id}/documents | Hämtar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/manual-match | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/mark-manual-paid | Skapar en TransactionAttachment-resurs. |
| GET | /transaction-attachments/{id}/match-candidates | Hämtar samlingen av TransactionAttachment-resurser. |
| POST | /transaction-attachments/{id}/prefill-project-allocations | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/prefill-project-allocations-by-cascade | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/prefill-project-allocations-by-meter | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/reject | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/replace-project-allocations | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/settle-without-transaction | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/submit-for-approval | Skapar en TransactionAttachment-resurs. |
| GET | /transaction-attachments/{id}/suggestions | Hämtar samlingen av TransactionAttachment-resurser. |
| GET | /transaction-attachments/{id}/suggestions-debug | Hämtar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/suggestions/{suggestionId}/apply | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/suggestions/accept-all | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/unlink-transaction | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/unmark-manual-paid | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/unsettle-without-transaction | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/{id}/withdraw-approval | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/create | Skapar en TransactionAttachment-resurs. |
| POST | /transaction-attachments/create-base64 | Skapar en TransactionAttachment-resurs. |
| GET | /transaction-attachments/pending-approval | Hämtar samlingen av TransactionAttachment-resurser. |
| GET | /transaction-attachments/search | Hämtar samlingen av TransactionAttachment-resurser. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| id | integer | |
| amount | integernull | |
| name | string | The DISPLAY name — the filename the user uploaded (#3381). |
| invoiceNumber | stringnull | The purchase document number, when one is known (#3381). |
| receivedAt | string (date-time) | |
| status | string |
Transaktionsbilagans fakturarad
Endpoints
| POST | /transaction-attachment-invoice-lines | Skapar en TransactionAttachmentInvoiceLine-resurs. |
| PATCH | /transaction-attachment-invoice-lines/{id} | Uppdaterar TransactionAttachmentInvoiceLine-resursen. |
| DELETE | /transaction-attachment-invoice-lines/{id} | Tar bort TransactionAttachmentInvoiceLine-resursen. |
Schema-fält
| Fält | Typ | Beskrivning |
|---|---|---|
| id | integer | |
| transactionAttachment | string (iri-reference) | |
| position | integer | |
| description | stringnull | |
| quantity | stringnull | |
| unitPrice | stringnull | |
| amount | stringnull | |
| taxRate | stringnull | |
| currency | stringnull | |
| project | string,null (iri-reference) | |
| createdAt | string (date-time) | |
| updatedAt | string (date-time) |