Finance
Income and expense entries, payment methods, and the reports built on top of them.
Where this is in the panel
- Finance → Income & expenses
- Finance → Payment methods
- Finance → Reports
Endpoints
List income and expense entries
transactions.read
Record an entry
transactions.write
Get one entry
transactions.read
Update an entry
transactions.write
Delete an entry
transactions.write
List payment methods
payment_methods.read
Create a payment method
payment_methods.write
Get one payment method
payment_methods.read
Update a payment method
payment_methods.write
Delete a payment method
payment_methods.write
List generated reports
reports.read
Generate and store a report
reports.write
Calculate a report without storing it
reports.read
Build a report from your own breakdown
reports.read
Download a built report
reports.read
Branch cost analysis
reports.read
List saved report layouts
reports.read
Save a report layout
reports.write
Get one layout
reports.read
Update a layout
reports.write
Delete a layout
reports.write
Get one report
reports.read
Download a report file
reports.read
List report schedules
reports.read
Schedule a report
reports.write
Get one schedule
reports.read
Update a schedule
reports.write
Delete a schedule
reports.write