Use case
A customer has an external reporting system where all accounting data is exported to. All accounting data can be fetched as ledger receipts via Procountor API. Data is available only receipt by receipt so it is required to collect and sum by the other system. Typically, the Business transactions are only included in the month’s official accounting and VAT summary.
Used endpoints
GET / ledgerreceipts endpoint fetches a list of ids of ledger receipts. The content of single ledger receipt is fetched by using on GET / ledgerreceipts{id} endpoint.
If dimensions and items are used, they need to be mapped with the dimensions of the other system, e.g. cost centers. Dimensions are handled as database ids. Use GET /dimensions/{dimensionId} endpoint to fetch dimensions.
Search filters
Accounting data vouchers (ledger receipts) can be filtered by statuses. The Business transactions are only included in the month’s official accounting and VAT summary. Unfinished or invalidated receipts are not official business transactions.
The id of saved ledger receipt is useful to be stored. By using the id of ledger receipt, you can search, update or invalidate it later via API if needed.
Other information
The chart of accounts is available via Procountor API
- GET /coa
Used VAT status codes are available via Procountor API
- GET /vats/default
Statuses of the tracking periods and fiscal years. Modified time stamps show the time of last modification of the fiscal year status or period status.
- GET /fiscalyears
User rights should be sufficient to retrieve all types of ledger receipts, e.g. salary data requires full rights to all salary functions and viewing rights to person register.
