General Ledger

The General Ledger (GL) APIs provide a standardized way to create and maintain an institution’s chart of accounts, post balanced financial activity, and organize accounts for reporting.

Core capabilities include:

• GL Accounts: create, retrieve, update, and delete accounts; access balance and history endpoints where available.
• Transaction Sets: post balanced debit/credit entries with support for effective dating and reversals.
• Totaling Groups: define hierarchical roll-ups of accounts and groups for dashboards and financial reporting.
• Imports and Settings: bulk account creation via CSV import and configuration via Institution Settings.ral Ledger" icon: document weight: 5 listsubpages: true

The General Ledger (GL) APIs provide a standardized way to create and maintain an institution’s chart of accounts, post balanced financial activity, and organize accounts for reporting.

Core capabilities include:

• GL Accounts: create, retrieve, update, and delete accounts; access balance and history endpoints where available.
• Transaction Sets: post balanced debit/credit entries with support for effective dating and reversals.
• Totaling Groups: define hierarchical roll-ups of accounts and groups for dashboards and financial reporting.
• Imports and Settings: bulk account creation via CSV import and configuration via Institution Settings.

API documentation and request/response details are available under the API Reference (v1).

Topics in this section

• Guides
• API Reference