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Institution Settings

General Ledger > API Reference > v1 > Institution Settings

Overview

Each institution has a single Institution Settings record. These endpoints support retrieving and updating that record.

Updating an Institution Settings follows the last saved wins flow. Updating an Institution Settings overrides existing requests without warnings. Attempting to update a deleted Institution Settings returns an error.


Common fields

The Institution Settings record contains institution-wide configuration used by multiple General Ledger features. Key fields include:

  • firstFiscalMonth (integer, 1-12) — The first month of the institution’s fiscal year.
  • priorMonthEffectiveDateLimit (integer, 0-31) — The maximum number of days transactions may be effective-dated into the prior month.

These fields are validated on create/update and must meet the constraints shown in the API contract.

Usage

  • There is one Institution Settings record per institution. Create and updates are scoped to an InstitutionUniversalId.
  • Reads return the current settings. Updates follow a last-saved-wins model.

For institution-level configuration that affects account balances (for example firstFiscalMonth and priorMonthEffectiveDateLimit), see the Accounts guide.


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Last updated Thu Feb 26 2026