API Reference
General Ledger
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API Reference
Introduction
Core capabilities include:
- Abilities: manage GL abilities and permissions.
- Accounts: create, retrieve, update, and delete GL accounts; access balance and history endpoints.
- Exports: export GL data for external reporting and analysis.
- Imports: bulk account creation via CSV import functionality.
- Institution Settings: configure general ledger settings for the institution.
- Totaling Groups: organize GL accounts into hierarchical structures for reporting and dashboards.
- Transaction Sets: post balanced journal entries with debit/credit entries, support for effective dating and reversals.
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Last updated Thu Feb 26 2026