DualEntry Public API (1.0.0)

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Monitor API availability and service status. Use these endpoints to verify connectivity and check if the API is operational.

Manage your chart of accounts. Create and maintain the accounts used to categorize financial transactions, including assets, liabilities, equity, revenue, and expenses.

Manage products and services. Define items that appear on invoices and bills, including pricing, descriptions, and associated accounts for revenue or expense tracking.

Manage custom classification dimensions. Create and maintain classification categories (e.g., departments, locations, projects) used to tag and analyze transactions across multiple dimensions.

Manage classification values. Define the specific values within each classification category that can be assigned to transaction line items for detailed reporting and analysis.

Access and manage company information. Retrieve details about your organization including legal name, tax identifiers, addresses, and accounting preferences.

Create and manage manual journal entries. Record direct debits and credits to accounts for adjustments, accruals, reclassifications, and other accounting transactions.

Automate recurring journal entries. Create templates for journal entries that occur regularly (e.g., monthly depreciation, amortization) to ensure consistent accounting treatment.

Manage sales invoices. Create and track invoices sent to customers for goods or services rendered, including line items, taxes, discounts, and payment status.

Create and manage sales orders. Track customer orders for goods or services before invoicing, including line items, quantities, fulfillment status, and invoicing progress.

Automate recurring billing. Set up and manage templates for invoices that are automatically generated on a regular schedule (e.g., monthly subscriptions).

Manage customer records. Create, update, and track customers who purchase goods or services from your organization, including contact information, billing addresses, and payment terms.

Record and manage customer payments. Track payments received from customers and apply them to outstanding invoices, including partial payments and overpayments.

Track advance payments from customers. Access prepayments received before goods or services are delivered, which can be applied to future invoices.

Apply customer prepayments and credits to invoices. Record applications of prepayments or credit memos to reduce invoice balances.

Manage customer deposit transactions. Record and track deposits received from customers as security or partial payment, held in liability accounts until earned or refunded.

Process and track customer refunds. Record refunds issued to customers for overpayments, returns, or cancelled transactions.

Manage credit memos for customers. Issue credits for returned goods, billing adjustments, or discounts that reduce customer balances or can be applied to future invoices.

Record immediate cash sales transactions. Track sales where payment is received at the time of sale, including point-of-sale transactions and cash receipts.

Manage vendor bills and payables. Record and track bills received from vendors for goods or services purchased, including line items, due dates, and payment tracking.

Automate recurring expenses. Configure templates for bills that repeat on a regular basis (e.g., monthly rent, subscriptions) to streamline expense tracking.

Create and track purchase orders. Manage formal requests to vendors for goods or services, including approval workflows, receiving tracking, and bill matching.

Record and manage vendor payments. Track payments made to vendors and apply them to outstanding bills and credits, including partial payments and overpayments.

Manage vendor credit memos. Record credits from vendors for returned goods, billing adjustments, or discounts that reduce amounts owed or can be applied to future bills.

Process and track vendor refunds. Record refunds received from vendors for overpayments, returns, or cancelled transactions.

Manage paper check printing. Create, queue, and batch print paper checks for vendor payments, direct expenses, vendor prepayments, and customer refunds.