DualEntry MCP connector

• List List all DualEntry public healths Check the health of the DualEntry Public API to verify connectivity and that your API key is working. Returns: status, timestamp.
• List List all DualEntry public invoices List Invoice records in DualEntry with filtering by company, customer, date range, amount, due date, currency, record status, and approval status. Returns: items, count, id, updated_at. Max 100 per page.
• Create Create a DualEntry public invoice Create a new Invoice record in DualEntry. Defaults to posted status which requires company_id, customer_id, currency_iso_4217_code, exchange_rate, due_date, and at least one item line; set record_status to draft to defer required-field validation. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, customer_name, attachments, payment, term_id, term_name,…. Required: date.
• Update Update a DualEntry public invoice by ID Update an existing Invoice record in DualEntry by id (the record number). Validates all required fields and business rules. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, customer_name, attachments, payment, term_id, term_name, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers,…. Required: id, date.
• Action DualEntry public invoices attach attachment Upload file attachments to an existing DualEntry invoice record. Returns the updated invoice including id, number, amount, attachments, and record_status. Required: record_number.
• Get Get single DualEntry public invoice by ID Get a single DualEntry invoice by id with all related data. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, customer_name, attachments, payment, term_id, term_name, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, code, items, company_id, company_name,…. Required: id.
• Update DualEntry public invoices partial update Partially update an existing DualEntry invoice by id, sending only the fields you want to change — anything omitted stays as-is. Returns the updated invoice object including id, number, amount, company_id, customer_id, items, and attachments. Required: id.
• Action DualEntry public invoices replace attachments Replace all attachments on a DualEntry invoice record; existing attachments are marked as deleted and the uploaded files become the new set. Returns the updated invoice object including id, number, amount, and attachments. Required: record_number.
• List List all DualEntry public sales orders List SalesOrder records in DualEntry with filtering by company, customer, date range, record status, invoiced status, and update timestamp. Returns: items, count, id, updated_at. Max 100 per page.
• Create Create a DualEntry public sales order Create a new SalesOrder record in DualEntry. A create request defaults to record_status: posted; set record_status: draft to skip required-field and line validation. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, invoiced_status, attachments, term_id, term_name, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number,…. Required: memo, date, company_id, customer_id, currency_iso_4217_code, exchange_rate, items.
• Update Update a DualEntry public sales order by ID Update an existing SalesOrder record in DualEntry by id. Validates all required fields and business rules. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, invoiced_status, attachments, term_id, term_name, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, items, company_id, company_name, company_currency,…. Required: id, memo, date, company_id, customer_id, currency_iso_4217_code, exchange_rate, items.
• Action DualEntry public sales orders attach attachment Upload file attachments to a SalesOrder record in DualEntry by record number. Returns the updated sales order including id, number, company_id, customer_id, record_status, items, and attachments. Required: record_number.
• Get Get single DualEntry public sales order by ID Get a specific SalesOrder record in DualEntry by id with all related data. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, invoiced_status, attachments, term_id, term_name, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name,…. Required: id.
• List List all DualEntry public bills List Bill records in DualEntry with filtering by company, vendor, code, number, dates, record status, and approval status. Returns: items, count, id, created_at, updated_at. Max 100 per page.
• Create Create a DualEntry public bill Create a new Bill record in DualEntry. Posted records require company_id, vendor_id, currency_iso_4217_code, exchange_rate, memo, and at least one items or expenses line; a draft defaults to empty memo, exchange_rate 1.0, and USD. Returns: custom_fields, supply_date, place_of_supply, tax_registration_numbers, tax, attachments, transaction_ids, term_id, term_name, bank_match_status,…. Required: date.
• Update Update a DualEntry public bill by ID Update an existing Bill record in DualEntry by id (record number). Validates all required fields and business rules for posted records. Returns: custom_fields, supply_date, place_of_supply, tax_registration_numbers, tax, attachments, transaction_ids, term_id, term_name, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id,…. Required: id, date.
• Action DualEntry public bills attach attachment Upload file attachments to a DualEntry bill record by record number. Returns the updated bill including id, number, company_id, vendor_id, currency_iso_4217_code, due_date, record_status, and attachments. Required: record_number.
• Get Get single DualEntry public bill by ID Get a single DualEntry bill by id (record number). Returns: custom_fields, supply_date, place_of_supply, tax_registration_numbers, tax, attachments, transaction_ids, term_id, term_name, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, code, date, transaction_date, due_date, company_id, company_name,…. Required: id.
• Update DualEntry public bills partial update Partially update an existing DualEntry Bill record by sending only the fields you want to change. Returns the updated bill including id, number, record_status, company_id, vendor_id, due_date, items, and expenses. Subject to period locks, payment-applied restrictions, and approval-workflow rules. Required: id.
• List List all DualEntry public journal entries List DualEntry journal entries with filtering by company, account, date range, record status, and amount. Returns each record with id, number, code, company_id, date, record_status, items, attachments, created_at, updated_at. Max 100 per page.
• Create Create a DualEntry public journal entry Create a journal entry in DualEntry. Defaults to posted status, requiring company_id, currency_iso_4217_code, exchange_rate, memo, and at least one line item. Set record_status to draft to skip validation. Returns: custom_fields, attachments, reversal_items, items, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number,…. Required: date.
• Update Update a DualEntry public journal entry by ID Update an existing DualEntry journal entry by id. Full replacement of all fields and line items; validates required fields and business rules. Returns: custom_fields, attachments, reversal_items, items, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, code, transaction_id, company_id, company_name,…. Required: id, date.
• Action DualEntry public journal entries attach attachment Upload file attachments to a DualEntry journal entry by record number. Returns the updated journal entry with id, number, date, record_status, items, and attachments. Required: record_number.
• Get Get single DualEntry public journal entry by ID Get a single DualEntry journal entry by id, including line items and attachments. Returns: custom_fields, attachments, reversal_items, items, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, code, transaction_id, company_id, company_name, company_currency, memo, date, transaction_date, currency_iso_4217_code,…. Required: id.
• List List all DualEntry public purchase orders List DualEntry purchase orders with filtering by company, vendor, date range, record status, approval status, billing status, and lifecycle status. Returns: items, count, id, created_at, updated_at. Max 100 per page.
• Create Create a DualEntry public purchase order Create a new DualEntry purchase order. Defaults to record_status posted, which requires company_id, vendor_id, currency_iso_4217_code, exchange_rate, and at least one line item; use record_status draft to defer required fields. Returns: attachments, term_id, term_name, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, date, company_id, company_name,…. Required: date, company_id, vendor_id, currency_iso_4217_code, exchange_rate, memo, items.
• Update Update a DualEntry public purchase order by ID Update an existing DualEntry purchase order by id (record number) with full replacement of record data. Validates all required fields and business rules. Returns: attachments, term_id, term_name, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, date, company_id, company_name, company_currency, vendor_id, vendor_name, currency_iso_4217_code, exchange_rate,…. Required: id, date, company_id, vendor_id, currency_iso_4217_code, exchange_rate, memo, items.
• Action DualEntry public purchase orders attach attachment Upload file attachments to an existing DualEntry purchase order by record number. Returns the updated purchase order including id, number, company_id, vendor_id, attachments. Required: record_number.
• Get Get single DualEntry public purchase order by ID Get a single DualEntry purchase order by id (record number) with all related data. Returns: attachments, term_id, term_name, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, date, company_id, company_name, company_currency, vendor_id, vendor_name, currency_iso_4217_code, exchange_rate, billed_total, due_total, amount, memo, items, record_status,…. Required: id.
• List List all DualEntry public customer prepayments List CustomerPrepayment records in DualEntry with filtering by company, customer, date range, status, and currency. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public customer prepayment Create a new CustomerPrepayment record in DualEntry. A create request defaults to record_status 'posted'; use 'draft' to defer required-field validation. Returns the created prepayment with id, number, record_status, company_id, customer_id, date, amount, exchange_rate, memo, lines, attachments, created_at, updated_at. Required: date, company_id, customer_id, currency_iso_4217_code, exchange_rate, amount, bank_or_undeposited_funds_amount.
• Update Update a DualEntry public customer prepayment by ID Update an existing CustomerPrepayment record in DualEntry by id. Validates all required fields and business rules. Returns the updated prepayment with id, number, record_status, company_id, customer_id, date, currency_iso_4217_code, exchange_rate, memo, amount, lines, attachments, created_at, updated_at. Required: id, date, company_id, customer_id, currency_iso_4217_code, exchange_rate, amount, bank_or_undeposited_funds_amount.
• Action DualEntry public customer prepayments attach attachment Upload file attachments to a CustomerPrepayment record in DualEntry by record number. Returns the updated prepayment with id, number, record_status, company_id, customer_id, date, amount, attachments, created_at, updated_at. Required: record_number.
• Get Get single DualEntry public customer prepayment by ID Get a single CustomerPrepayment record in DualEntry by id. Returns the prepayment with id, number, record_status, company_id, customer_id, date, currency_iso_4217_code, exchange_rate, memo, amount, lines, attachments, created_at, updated_at. Required: id.
• Update DualEntry public customer prepayments partial update Partially update a DualEntry customer prepayment by sending only the fields to change. Returns: transaction_ids, attachments, created_by, updated_by, custom_fields, internal_id, number, company_id, company_name, company_currency, customer_id, customer_name, account_number, memo, check_number, currency_iso_4217_code, date, transaction_date, exchange_rate, undeposited_funds_currency,…. Required: id.
• List List all DualEntry public customer prepayment applications List CustomerPrepaymentApplication records in DualEntry with filtering by company, customer, date, currency, and status. Returns each record with id, number, record_status, company_id, customer_id, date, items, attachments, and updated_at. Max 100 per page.
• Create Create a DualEntry public customer prepayment application Create a new CustomerPrepaymentApplication record in DualEntry. Defaults to posted status; use record_status draft to defer validation. Returns: attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name, customer_prepayment_number, customer_credit_number, currency_iso_4217_code,…. Required: date, company_id, currency_iso_4217_code, exchange_rate.
• Update Update a DualEntry public customer prepayment application by ID Update an existing CustomerPrepaymentApplication record in DualEntry by id. Only draft records can be updated; attempting to update a posted record returns 422. Returns: attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name, customer_prepayment_number, customer_credit_number,…. Required: id, date, company_id, currency_iso_4217_code, exchange_rate.
• Action Public customer prepayment applications attach attachment Upload file attachments to a CustomerPrepaymentApplication record in DualEntry. Returns the updated record with id, number, record_status, company_id, customer_id, date, items, and attachments. Required: record_number.
• Get Get public customer prepayment application by ID Get a single CustomerPrepaymentApplication record in DualEntry by id. Returns: attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name, customer_prepayment_number, customer_credit_number, currency_iso_4217_code, exchange_rate, memo, date, transaction_date, amount, record_status,…. Required: id.
• Update DualEntry public customer prepayment applications partial update Partially update a CustomerPrepaymentApplication record in DualEntry, sending only the fields you want to change — omitted fields remain unchanged. Returns the updated record including id, number, customer_id, date, lines, record_status, created_at, and updated_at. Updates are subject to period locks, payment-applied restrictions, and approval-workflow rules. Required: id.
• List List all DualEntry public customer deposits List CustomerDeposit records in DualEntry with filtering by company, customer, date range, status, and currency. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public customer deposit Create a new CustomerDeposit record in DualEntry. A create request defaults to record_status 'posted'; use 'draft' to defer validation. Returns: custom_fields, attachments, created_by, updated_by, internal_id, number, transaction_id, date, transaction_date, company_id, company_name, company_currency, account_id, currency_iso_4217_code, exchange_rate, amount, memo, items, record_status,…. Required: date, company_id, account_number, currency_iso_4217_code, exchange_rate, items.
• Update Update a DualEntry public customer deposit by ID Update an existing CustomerDeposit record in DualEntry by id. Returns: custom_fields, attachments, created_by, updated_by, internal_id, number, transaction_id, date, transaction_date, company_id, company_name, company_currency, account_id, currency_iso_4217_code, exchange_rate, amount, memo, items, record_status, created_at, updated_at, id, customer_id, lines. Required: id, date, company_id, account_number, currency_iso_4217_code, exchange_rate, items.
• Action DualEntry public customer deposits attach attachment Upload file attachments to a CustomerDeposit record in DualEntry. Returns the updated deposit object including id, number, company_id, customer_id, date, record_status, and updated_at. Required: record_number.
• Get Get single DualEntry public customer deposit by ID Get a single CustomerDeposit record from DualEntry by id. Returns: custom_fields, attachments, created_by, updated_by, internal_id, number, transaction_id, date, transaction_date, company_id, company_name, company_currency, account_id, currency_iso_4217_code, exchange_rate, amount, memo, items, record_status, created_at, updated_at, id, customer_id, lines, success, errors. Required: id.
• List List all DualEntry public customer refunds List CustomerRefund records in DualEntry with filtering by company, customer, date range, currency, and record status. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public customer refund Create a new CustomerRefund record in DualEntry. Returns: custom_fields, attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, account_number, items, company_id, company_name, company_currency, customer_id, customer_name, memo, check_number, date, transaction_date, currency_iso_4217_code, exchange_rate, bank_or_credit_card_amount, amount, record_status,…. Required: date, company_id, customer_id, account_number, currency_iso_4217_code, exchange_rate.
• Update Update a DualEntry public customer refund by ID Update an existing CustomerRefund record in DualEntry by id (record number). Returns: custom_fields, attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, account_number, items, company_id, company_name, company_currency, customer_id, customer_name, memo, check_number, date, transaction_date, currency_iso_4217_code, exchange_rate, bank_or_credit_card_amount,…. Required: id, date, company_id, customer_id, account_number, currency_iso_4217_code, exchange_rate.
• Action DualEntry public customer refunds attach attachment Upload file attachments to a DualEntry CustomerRefund record. Returns the updated refund object including id, number, customer_id, date, lines, and attachments. Required: record_number.
• Get Get single DualEntry public customer refund by ID Get a specific DualEntry CustomerRefund record by its record number. Returns the full refund object including id, number, customer_id, date, record_status, lines, and attachments. Required: id.
• List List all DualEntry public customer credits List CustomerCredit records in DualEntry with filtering, ordering, and pagination. Returns records with id, number, customer_id, date, record_status, and lines. Max 100 records per page.
• Create Create a DualEntry public customer credit Create a new CustomerCredit record in DualEntry. Returns the created record including id, number, customer_id, date, record_status, and lines. Defaults to posted status; set record_status to draft to skip required-field validation. Required: date, company_id, currency_iso_4217_code, exchange_rate.
• Update Update a DualEntry public customer credit by ID Update an existing CustomerCredit record in DualEntry with the provided data, validating all required fields and business rules. Returns the updated record including id, number, customer_id, date, record_status, and lines. Required: id, date, company_id, currency_iso_4217_code, exchange_rate.
• Get Get single DualEntry public customer credit by ID Get a specific CustomerCredit record in DualEntry by its record number. Returns the full record including id, number, customer_id, date, record_status, and lines. Required: id.
• Update DualEntry public customer credits partial update Partially update an existing CustomerCredit record in DualEntry by id. Send only the fields you want to change — omitted fields stay unchanged. Returns the updated record including id, number, customer_id, date, and record_status. Required: id.
• List List all DualEntry public cash sales List CashSale records in DualEntry with filtering and ordering options. Returns each record with id, number, company_id, customer_id, currency_iso_4217_code, exchange_rate, record_status, items, attachments, created_at, and updated_at. Max 100 per page.
• Create Create a DualEntry public cash sale Create a new CashSale record in DualEntry. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, attachments, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name, account_number, amount, memo, check_number, date,…. Required: date, company_id, customer_id, currency_iso_4217_code, exchange_rate, bank_or_undeposited_account_amount.
• Update Update a DualEntry public cash sale by ID Update an existing CashSale record in DualEntry by id. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, attachments, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name, account_number, amount, memo,…. Required: id, date, company_id, customer_id, currency_iso_4217_code, exchange_rate, bank_or_undeposited_account_amount.
• Action DualEntry public cash sales attach attachment Upload file attachments to a CashSale record in DualEntry. Returns the updated CashSale including id, number, company_id, customer_id, currency_iso_4217_code, items, attachments, and record_status. Required: record_number.
• Get Get single DualEntry public cash sale by ID Get a single CashSale record from DualEntry by id. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, attachments, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name, account_number, amount, memo,…. Required: id.
• List List all DualEntry public customer payments List CustomerPayment records in DualEntry with filtering and ordering options. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public customer payment Create a new CustomerPayment record in DualEntry. Returns the created payment including id, number, customer_id, date, transaction_currency, record_status, and lines. Defaults to record_status 'posted' when omitted. Required: date, company_id, check_number, currency_iso_4217_code, exchange_rate, memo.
• Update Update a DualEntry public customer payment by ID Update an existing CustomerPayment record in DualEntry by id (record number). Returns the updated payment including id, number, customer_id, date, transaction_currency, record_status, and lines. Required: id, date, company_id, check_number, currency_iso_4217_code, exchange_rate, memo.
• Get Get single DualEntry public customer payment by ID Get a single CustomerPayment record in DualEntry by id (record number). Returns: custom_fields, attachments, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, account_number, items, company_id, company_name, company_currency, customer_id, customer_name, memo, check_number, date, transaction_date, currency_iso_4217_code,…. Required: id.
• Update DualEntry public customer payments partial update Partially update an existing CustomerPayment record in DualEntry by id (record number). Send only the fields you want to change. Returns the updated payment including id, number, customer_id, date, transaction_currency, record_status, and lines. Required: id.
• List List all DualEntry public vendor payments List VendorPayment records in DualEntry with filtering by company, vendor, date range, currency, status, and linked bill or vendor credit. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public vendor payment Create a new VendorPayment record in DualEntry. Returns the created vendor payment including id, number, company_id, vendor_id, record_status, and updated_at. Required: date, company_id, check_number, account_number, currency_iso_4217_code, exchange_rate, memo.
• Update Update a DualEntry public vendor payment by ID Update an existing VendorPayment record in DualEntry by id. Returns the updated vendor payment including id, number, company_id, vendor_id, record_status, and updated_at. Required: id, date, company_id, check_number, account_number, currency_iso_4217_code, exchange_rate, memo.
• Get Get single DualEntry public vendor payment by ID Get a single VendorPayment record in DualEntry by id. Returns the vendor payment including id, number, company_id, vendor_id, record_status, and updated_at. Required: id.
• List List all DualEntry public vendor prepayments List VendorPrepayment records in DualEntry with filtering by company, vendor, date range, currency, record status, and updated-at window, plus ordering options. Returns: items, count. Max 100 records per page.
• Create Create a DualEntry public vendor prepayment Create a new VendorPrepayment record in DualEntry. Returns: custom_fields, attachments, bank_match_status, reconciliation_status, internal_id, transaction_ids, number, company_id, company_name, company_currency, vendor_id, vendor_name, account_number, date, transaction_date, check_number, amount, used_amount, remaining_amount, currency_iso_4217_code, exchange_rate,…. Required: date, company_id, vendor_id, check_number, amount, currency_iso_4217_code, exchange_rate, bank_or_undeposited_funds_amount, memo.
• Update Update a DualEntry public vendor prepayment by ID Update an existing vendor prepayment record in DualEntry with the provided data, validating all required fields and business rules. Returns: custom_fields, attachments, bank_match_status, reconciliation_status, internal_id, transaction_ids, number, company_id, company_name, company_currency, vendor_id, vendor_name, account_number, date, transaction_date, check_number, amount, used_amount,…. Required: id, date, company_id, vendor_id, check_number, amount, currency_iso_4217_code, exchange_rate, bank_or_undeposited_funds_amount, memo.
• Get Get single DualEntry public vendor prepayment by ID Get a specific vendor prepayment record in DualEntry by its record number, retrieving all related data. Returns: custom_fields, attachments, bank_match_status, reconciliation_status, internal_id, transaction_ids, number, company_id, company_name, company_currency, vendor_id, vendor_name, account_number, date, transaction_date, check_number, amount, used_amount, remaining_amount,…. Required: id.
• List List all DualEntry public vendor prepayment applications List vendor prepayment application records in DualEntry with filtering by company, vendor, bill, currency, status, and date range. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public vendor prepayment application Create a new vendor prepayment application record in DualEntry. Returns: attachments, internal_id, transaction_ids, number, company_id, company_name, company_currency, vendor_id, vendor_name, vendor_prepayment_number, vendor_credit_number, exchange_rate, memo, date, transaction_date, currency_iso_4217_code, amount, items, record_status, created_at, updated_at, id, bill_id, transaction_currency.…. Required: date, company_id, currency_iso_4217_code, exchange_rate, memo, items.
• Update Update a DualEntry public vendor prepayment application by ID Update an existing vendor prepayment application record in DualEntry by id. Returns: attachments, internal_id, transaction_ids, number, company_id, company_name, company_currency, vendor_id, vendor_name, vendor_prepayment_number, vendor_credit_number, exchange_rate, memo, date, transaction_date, currency_iso_4217_code, amount, items, record_status, created_at, updated_at, id, bill_id,…. Required: id, date, company_id, currency_iso_4217_code, exchange_rate, memo, items.
• Get Get single DualEntry public vendor prepayment application by ID Get a single vendor prepayment application record in DualEntry by id, including all related data. Returns: attachments, internal_id, transaction_ids, number, company_id, company_name, company_currency, vendor_id, vendor_name, vendor_prepayment_number, vendor_credit_number, exchange_rate, memo, date, transaction_date, currency_iso_4217_code, amount, items, record_status, created_at, updated_at,…. Required: id.
• List List all DualEntry public vendor credits List VendorCredit records in DualEntry with filtering by company, vendor, date range, currency, status, and linked bill. Returns: items, count, id, created_at, updated_at. Max 100 per page.
• Create Create a DualEntry public vendor credit Create a new VendorCredit in DualEntry. Defaults to posted status; use draft to skip required-field checks. Posted records require company_id, vendor_id, currency, exchange_rate, and at least one line. Returns: custom_fields, attachments, supply_date, place_of_supply, tax_registration_numbers, tax, classifications, transaction_ids, created_by, updated_by, internal_id, number, bill_number,…. Required: date, vendor_id, company_id, currency_iso_4217_code, exchange_rate.
• Update Update a DualEntry public vendor credit by ID Update an existing VendorCredit in DualEntry by record number with full replacement validation. Returns: custom_fields, attachments, supply_date, place_of_supply, tax_registration_numbers, tax, classifications, transaction_ids, created_by, updated_by, internal_id, number, bill_number, direct_expense_number, date, transaction_date, company_id, company_name, company_currency, vendor_id,…. Required: id, date, vendor_id, company_id, currency_iso_4217_code, exchange_rate.
• Get Get single DualEntry public vendor credit by ID Get a specific VendorCredit in DualEntry by its record number with all related line items and attachments. Returns: custom_fields, attachments, supply_date, place_of_supply, tax_registration_numbers, tax, classifications, transaction_ids, created_by, updated_by, internal_id, number, bill_number, direct_expense_number, date, transaction_date, company_id, company_name, company_currency, vendor_id,…. Required: id.
• List List all DualEntry public vendor refunds List DualEntry vendor refund records with filtering, search, and ordering options. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public vendor refund Create a new DualEntry vendor refund record. Returns: custom_fields, attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, account_number, items, company_id, company_name, company_currency, vendor_id, vendor_name, memo, check_number, date, transaction_date, currency_iso_4217_code, exchange_rate, bank_or_credit_card_amount, amount, record_status,…. Required: date, company_id, vendor_id, account_number, currency_iso_4217_code, exchange_rate.
• Update Update a DualEntry public vendor refund by ID Update an existing DualEntry vendor refund record by id. Returns: custom_fields, attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, account_number, items, company_id, company_name, company_currency, vendor_id, vendor_name, memo, check_number, date, transaction_date, currency_iso_4217_code, exchange_rate, bank_or_credit_card_amount, amount, record_status,…. Required: id, date, company_id, vendor_id, account_number, currency_iso_4217_code, exchange_rate.
• Action DualEntry public vendor refunds attach attachment Upload file attachments to a DualEntry vendor refund record. Returns the updated vendor refund record including id, number, company_id, vendor_id, record_status, transaction_currency, and updated_at. Required: record_number.
• Get Get single DualEntry public vendor refund by ID Get a single DualEntry vendor refund record by id. Returns: custom_fields, attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, account_number, items, company_id, company_name, company_currency, vendor_id, vendor_name, memo, check_number, date, transaction_date, currency_iso_4217_code, exchange_rate, bank_or_credit_card_amount, amount, record_status,…. Required: id.
• List List all DualEntry public direct expenses List DirectExpense records in DualEntry with filtering and ordering options. Returns each record with id, number, company_id, vendor_id, record_status, transaction_currency, attachments, items, created_at, updated_at. Max 100 per page.
• Create Create a DualEntry public direct expense Create a new DirectExpense record in DualEntry. A create request defaults to record_status 'posted'; set record_status to 'draft' to defer required-field validation. Returns: custom_fields, attachments, supply_date, place_of_supply, tax_registration_numbers, tax, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, items,…. Required: date, company_id, vendor_id, account_number, currency_iso_4217_code, bank_or_credit_card_amount.
• Update Update a DualEntry public direct expense by ID Update an existing DirectExpense record in DualEntry by id with full replacement of the provided data. Validates all required fields and business rules. Returns: custom_fields, attachments, supply_date, place_of_supply, tax_registration_numbers, tax, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, items, company_id,…. Required: id, date, company_id, vendor_id, account_number, currency_iso_4217_code, bank_or_credit_card_amount.
• Action DualEntry public direct expenses attach attachment Upload file attachments to a DualEntry direct expense by record_number. Returns the updated direct expense record including id, number, company_id, vendor_id, record_status, and attachments. Required: record_number.
• Get Get single DualEntry public direct expense by ID Get a specific DualEntry direct expense by id. Returns: custom_fields, attachments, supply_date, place_of_supply, tax_registration_numbers, tax, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, vendor_id, vendor_name, account_number, amount, memo, check_number, date,…. Required: id.
• List List all DualEntry public bank transfers List BankTransfer records. Returns: items, count.
• Create Create a DualEntry public bank transfer Create BankTransfer record. Returns: bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, transaction_id, debit_entry_id. Required: date, company_id, debit_bank_account_number, credit_bank_account_number, amount.
• Update Update a DualEntry public bank transfer by ID Update BankTransfer record. Returns: bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, transaction_id, debit_entry_id. Required: id, date, company_id, debit_bank_account_number, credit_bank_account_number, amount.
• Get Get single DualEntry public bank transfer by ID Get BankTransfer record. Returns: bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, transaction_id, debit_entry_id. Required: id.
• List List all DualEntry public statistical journals List DualEntry statistical journal records with filtering by company, account, period, date, and status. Returns: items, count, id, created_at, updated_at. Max 100 per page.
• Create Create a DualEntry public statistical journal Create a new DualEntry statistical journal record. Returns the created record including id, number, record_status, items, and attachments. Required: account_id.
• Update Update a DualEntry public statistical journal by ID Update an existing DualEntry statistical journal record by id. Returns the updated record including id, number, record_status, items, and attachments. Required: id, account_id.
• Action DualEntry public statistical journals attach attachment Upload file attachments to a DualEntry statistical journal record. Returns the updated record including id, number, record_status, items, and attachments. Required: record_number.
• Get Get single DualEntry public statistical journal by ID Get a single DualEntry statistical journal record by id. Returns the full record including id, number, record_status, items, and attachments. Required: id.
• List List all DualEntry recurring invoices List recurring invoices in DualEntry with filtering and ordering options. Returns: items, count. Max 100 per page.
• Create Create a DualEntry recurring invoice Create a new recurring invoice in DualEntry. Returns the created recurring invoice including id, number, company_id, recurring_type, and updated_at. Required: rrule, memo, name, date, company_id, status, recurring_type, record_payload.
• Update Update a DualEntry recurring invoice by ID Update an existing recurring invoice in DualEntry by id. Returns the updated recurring invoice including id, number, company_id, recurring_type, and updated_at. Required: id, rrule, memo, name, date, company_id, status, recurring_type, record_payload.
• Delete Delete a DualEntry recurring invoice by ID Delete a recurring invoice in DualEntry by id. Returns: success, errors. Required: id.
• Get Get single DualEntry recurring invoice by ID Get a single recurring invoice in DualEntry by id. Returns: created_by, updated_by, internal_id, number, name, memo, date, company_id, company_name, company_currency, status, record_payload, rrule, next_occurrence, last_generated, recurring_type, records, created_at, updated_at, id, event_id, api_version, topic, object_type, object, webhook_uuid. Required: id.
• List List all DualEntry recurring bills List RecurringBill records in DualEntry with filtering by company, recurring type, and update timestamps. Returns: items, count, id, created_at, updated_at. Max 100 per page.
• Create Create a DualEntry recurring bill Create a new RecurringBill in DualEntry. Defaults to record_status 'posted'; use 'draft' to defer required fields. Returns: created_by, updated_by, internal_id, number, name, memo, date, company_id, company_name, company_currency, status, record_payload, rrule, next_occurrence, last_generated, recurring_type, records, created_at, updated_at, id, vendor_id, currency_iso_4217_code, exchange_rate,…. Required: rrule, memo, name, date, company_id, status, recurring_type, record_payload.
• Update Update a DualEntry recurring bill by ID Update an existing RecurringBill in DualEntry by id. Send line item id to update existing lines; omit to create new ones. Returns: created_by, updated_by, internal_id, number, name, memo, date, company_id, company_name, company_currency, status, record_payload, rrule, next_occurrence, last_generated, recurring_type, records, created_at, updated_at, id, vendor_id, currency_iso_4217_code,…. Required: id, rrule, memo, name, date, company_id, status, recurring_type, record_payload.
• Delete Delete a DualEntry recurring bill by ID Delete a RecurringBill in DualEntry by id. Returns: success, errors. Required: id.
• Get Get single DualEntry recurring bill by ID Get a single RecurringBill in DualEntry by id. Returns: created_by, updated_by, internal_id, number, name, memo, date, company_id, company_name, company_currency, status, record_payload, rrule, next_occurrence, last_generated, recurring_type, records, created_at, updated_at, id, vendor_id, currency_iso_4217_code, exchange_rate, due_date, term_id, record_status, items, expenses, attachments,…. Required: id.
• List List all DualEntry recurring journal entries List RecurringJournalEntry records in DualEntry with filtering by company, number, recurring type, and update timestamps. Returns: items, count, id, created_at, updated_at. Max 100 per page.
• Create Create a DualEntry recurring journal entry Create a new RecurringJournalEntry record in DualEntry. Returns the created record including id, number, company_id, memo, record_status, items, and updated_at. Required: rrule, memo, name, date, company_id, status, recurring_type, record_payload.
• Update Update a DualEntry recurring journal entry by ID Update an existing RecurringJournalEntry record in DualEntry by its record number. Returns the updated record including id, number, company_id, memo, record_status, items, and updated_at. Required: id, rrule, memo, name, date, company_id, status, recurring_type, record_payload.
• Delete Delete a DualEntry recurring journal entry by ID Delete a RecurringJournalEntry record in DualEntry by its record number. Returns: success, errors. Required: id.
• Get Get single DualEntry recurring journal entry by ID Get a single RecurringJournalEntry record in DualEntry by its record number with all related data. Returns: created_by, updated_by, internal_id, number, name, memo, date, company_id, company_name, company_currency, status, record_payload, rrule, next_occurrence, last_generated, recurring_type, records, created_at, updated_at, id, currency_iso_4217_code, exchange_rate, items, record_status,…. Required: id.
• List List all DualEntry public companies List companies in DualEntry with filtering, search, and ordering capabilities. Returns: items, count. Results are capped at 100 records per page.
• Get Get single DualEntry public company by ID Get a single DualEntry company by id with all related data including company access. Returns: created_at, updated_at, vat_registration_numbers, created_by, updated_by, id, name, parent_company_id, currency_iso_4217_code, address, tin, tin_type, is_active, is_elimination, fiscal_year_end_month, event_id, api_version, topic, object_type, object, webhook_uuid. Required: id.
• List List all DualEntry public accounts List chart of accounts in DualEntry with filtering by type, status, company, currency, and date range. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public account Create a new account in the DualEntry chart of accounts with support for parent-child relationships and company access restrictions. Returns: created_at, updated_at, created_by, updated_by, id, name, number, description, is_active, is_system, company_id, parent_account_id, account_type, currency_iso_4217_code, category_1099, system_ref, is_monetary, financial_account_id. Required: name, number, account_type, currency_iso_4217_code, is_active, parent_account_id.
• Get Get single DualEntry public account by ID Get a specific DualEntry account by id. Returns the full account object including id, name, number, account_type, is_active, is_system, description, created_at, updated_at. Required: id.
• List List all DualEntry public budgets List budgets in DualEntry with filtering by budget type, calendar year, company, and record status. Returns: items, count. Max 100 per page.
• Get Get single DualEntry public budget by ID Get a single DualEntry budget by id. Returns: id, name, company_id, company_name, budget_type, calendar_year, start_date, end_date, record_status, actuals_offset_in_months, classifications, updated_at, event_id, api_version, topic, object_type, object, webhook_uuid, created_at. Required: id.
• List List all DualEntry public contracts List revenue recognition contracts in DualEntry with filtering by company, customer, status, dates, recognition mode, and more. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public contract Create a revenue recognition contract in DualEntry with its performance obligations and recognition schedule. Returns: custom_fields, completed_approvals_count, total_approvals_count, integration_remote_records, id, number, company_id, company_name, company_currency, customer_id, customer_name, name, currency_iso_4217_code, memo, date, term_id, default_ar_account_id, contract_template_id,…. Required: status.
• Update Update a DualEntry public contract by ID Update an existing revenue recognition contract in DualEntry. Direct edits are rejected when usage or an active contract has milestones; obligation rows superseded by a posted change order or targeted by a draft change order cannot be edited. Returns: custom_fields, completed_approvals_count, total_approvals_count, integration_remote_records, id, number, company_id, company_name,…. Required: id, status.
• Get Get single DualEntry public contract by ID Get a single revenue recognition contract in DualEntry by id, including its performance obligations. Returns: custom_fields, completed_approvals_count, total_approvals_count, integration_remote_records, id, number, company_id, company_name, company_currency, customer_id, customer_name, name, currency_iso_4217_code, memo, date, term_id, default_ar_account_id, contract_template_id, start_date,…. Required: id.
• Update DualEntry public contracts partial update Partially update specific fields on a revenue recognition contract in DualEntry by sending only the fields you want to change — anything you don't send stays as it is. Direct edits are rejected when usage or an active contract has milestones. Returns: custom_fields, completed_approvals_count, total_approvals_count, integration_remote_records, id, number, company_id, company_name,…. Required: id.
• List List all DualEntry contract usages List all obligation usage records for a DualEntry contract. Returns: id, contract_id, obligation_id, usage_date, quantity, rate, amount, effective_rate, revenue_recognition_id, status, invoice_status, memo, created_at, updated_at, classifications. Required: contract_id.
• Create Create a DualEntry usage bulk upsert Upsert usage records in batch for contract obligations in DualEntry. Items with an 'id' field are updated; items without are created, and the operation generates revenue recognitions and invoices. Returns an array of usage record objects including id. Required: contract_id, items.
• List List all DualEntry contract change orders List change orders for a DualEntry contract with optional filtering by status, date range, and search. Returns: items, count.
• Create Create a DualEntry contract change order Create a change order on a DualEntry contract. Incomplete payloads are saved as drafts; complete payloads are validated and applied. Returns: id, number, company_id, company_name, contract_id, contract_name, effective_date, memo, apply_cumulative_catchup, catchup_amount, transaction_id, record_status, is_incomplete, obligation_modifications, obligation_additions, change_summary, created_at,…. Required: contract_id.
• Update Update a DualEntry contract change order by ID Update an existing change order on a DualEntry contract. Incomplete drafts stay drafts; completing required fields applies the change order. Returns: id, number, company_id, company_name, contract_id, contract_name, effective_date, memo, apply_cumulative_catchup, catchup_amount, transaction_id, record_status, is_incomplete, obligation_modifications, obligation_additions, change_summary,…. Required: id, contract_id.
• Delete Delete a DualEntry contract change order by ID Archive an existing change order on a DualEntry contract (soft delete). Returns: success, errors. Required: id, contract_id.
• Get Get single DualEntry contract change order by ID Get a single change order by ID for a DualEntry contract, including the obligation change summary. Returns: id, number, company_id, company_name, contract_id, contract_name, effective_date, memo, apply_cumulative_catchup, catchup_amount, transaction_id, record_status, is_incomplete, obligation_modifications, obligation_additions, change_summary, created_at, updated_at, event_id, api_version,…. Required: id, contract_id.
• List List all DualEntry public customers List DualEntry customers with filtering, search, and ordering capabilities. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public customer Create a new customer in DualEntry with address and tax information. Set is_taxable to false for a tax-exempt customer (defaults to false). Returns the created customer including id, name, email, address, is_taxable, record_status, and updated_at. Required: name, email, address, country, phone, website.
• Update Update a DualEntry public customer by ID Update a DualEntry customer by id, sending only the fields you want to change. Returns the updated customer including id, name, email, address, is_taxable, record_status, and updated_at. Required: id.
• Delete Delete a DualEntry public customer by ID Delete a DualEntry customer by id. Fails if the customer is referenced by other records. Returns: success, errors. Required: id.
• Get Get single DualEntry public customer by ID Get a single DualEntry customer by id. Returns the customer object including id, name, email, address, is_taxable, record_status, and updated_at. Required: id.
• Update DualEntry public customers partial update Partially update a DualEntry customer by id — send only the fields you want to change; send null to clear a nullable field. Returns: created_at, updated_at, custom_fields, created_by, updated_by, approval_status, next_approvers, rejected_by, id, address, country, name, unique_id, website, email, customer_type, is_active, phone, record_status, is_taxable, default_tax_code, tax_registration_number,…. Required: id.
• List List all DualEntry public items List items (products and services) in DualEntry with filtering by name, item type, account assignments, active status, and update timestamps. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public item Create a new item (product or service) in DualEntry with description and associated revenue or expense accounts. Returns: created_at, updated_at, created_by, updated_by, id, name, sku, description, item_type, is_active, record_status, product_tax_code_id, expense_account_id, income_account_id, deferral_account_id, asset_account_id, discount_account_id, default_classification_line_ids,…. Required: name, is_active, sku, item_type.
• Update Update a DualEntry public item by ID Update an existing item's description and associated accounts in DualEntry. Returns: created_at, updated_at, created_by, updated_by, id, name, sku, description, item_type, is_active, record_status, product_tax_code_id, expense_account_id, income_account_id, deferral_account_id, asset_account_id, discount_account_id, default_classification_line_ids, default_rev_rec_method,…. Required: id, name, is_active, sku, item_type.
• Delete Delete a DualEntry public item by ID Delete an item in DualEntry so it can no longer be added to invoices or bills. Returns: success, errors. Required: id.
• Get Get single DualEntry public item by ID Get a single item by id in DualEntry, including its description and associated accounts. Returns: created_at, updated_at, created_by, updated_by, id, name, sku, description, item_type, is_active, record_status, product_tax_code_id, expense_account_id, income_account_id, deferral_account_id, asset_account_id, discount_account_id, default_classification_line_ids, default_rev_rec_method,…. Required: id.
• Update DualEntry public items partial update Partially update a DualEntry item by id. Send only the fields you want to change; send null to clear a nullable field. Returns: created_at, updated_at, created_by, updated_by, id, name, sku, description, item_type, is_active, record_status, product_tax_code_id, expense_account_id, income_account_id, deferral_account_id, asset_account_id, discount_account_id, default_classification_line_ids,…. Required: id.
• List List all DualEntry public vendors List vendors in DualEntry with filtering, search, and ordering capabilities. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public vendor Create a new vendor in DualEntry with address and payment information. Returns: created_at, updated_at, custom_fields, attachments, term_id, term_name, preferred_payment_method_id, preferred_payment_method_name, created_by, updated_by, approval_status, next_approvers, rejected_by, id, address, vendor_type, company_id, company_name, customer_account_number, name_on_check, bank_account_number,…. Required: is_active, vendor_type, name, email, phone, website.
• Update Update a DualEntry public vendor by ID Update a vendor in DualEntry by id, sending only the fields you want to change. Custom fields can be set by field name or id. Returns: created_at, updated_at, custom_fields, attachments, term_id, term_name, preferred_payment_method_id, preferred_payment_method_name, created_by, updated_by, approval_status, next_approvers, rejected_by, id, address, vendor_type, company_id, company_name,…. Required: id.
• Delete Delete a DualEntry public vendor by ID Delete a vendor in DualEntry by id. Returns: success, errors. Fails if the vendor is referenced by other records. Required: id.
• Get Get single DualEntry public vendor by ID Get a single vendor in DualEntry by id with address, attachments, and payment information. Returns: created_at, updated_at, custom_fields, attachments, term_id, term_name, preferred_payment_method_id, preferred_payment_method_name, created_by, updated_by, approval_status, next_approvers, rejected_by, id, address, vendor_type, company_id, company_name, customer_account_number, name_on_check,…. Required: id.
• Update DualEntry public vendors partial update Partially update a DualEntry vendor by sending only the fields you want to change; send null to clear a nullable field. Returns the updated vendor including id, name, tin, is_active, and custom_fields. Required: id.
• List List all DualEntry public classifications List classification dimensions in DualEntry, such as departments, locations, or projects. Returns each classification with id, name, is_active, is_required, selections, and updated_at. Max 100 per page.
• Create Create a DualEntry public classification Create a classification dimension in DualEntry used to tag and analyze transactions across multiple dimensions. Returns the created classification including id, name, is_active, is_required, selections, and updated_at. Required: name, is_active, selections, required_for_records, parent_id.
• Update Update a DualEntry public classification by ID Update an existing classification dimension's name and settings in DualEntry. Returns the updated classification including id, name, is_active, is_required, selections, and updated_at. Required: id, name, is_active, selections, required_for_records, parent_id.
• Delete Delete a DualEntry public classification by ID Delete a classification dimension in DualEntry by id so it can no longer be assigned to transactions. Returns a success response. Required: id.
• Get Get single DualEntry public classification by ID Get a single classification dimension in DualEntry by id. Returns: created_at, updated_at, created_by, updated_by, id, selections, required_for_records, parent_id, parent_name, name, is_active, is_required, event_id, api_version, topic, object_type, object, webhook_uuid. Required: id.
• Update DualEntry public classifications partial update Partially update a DualEntry classification by id, sending only the fields to change. Returns the updated classification including id, name, is_active, selections, required_for_records, parent_id, and updated_at. Omitting selections or required_for_records preserves existing values; sending [] clears them. Lines in use elsewhere return 422. Required: id.
• List List all DualEntry public classifications lines List classification lines (selections) in DualEntry that can be assigned to transaction line items. Returns: items, count. Max 100 per page.
• List List all DualEntry public custom fields List custom field definitions in DualEntry with filtering by field type, record type, active status, company scope, and update timestamps. Returns: items, count. Max 100 per page.
• Create Create a DualEntry public custom field Create a new custom field definition in DualEntry. Supply applies_to to bind the field to record types and company_ids (or company_id) to scope it to specific companies. Returns: created_at, updated_at, id, company_id, company_ids, name, description, helper_text, field_type, applies_to, default_value, options, is_active. Required: name, field_type, applies_to.
• Update Update a DualEntry public custom field by ID Update an existing custom field definition in DualEntry by id. applies_to and company_ids are replaced wholesale — send the full desired list. field_type cannot be changed after creation. Returns: created_at, updated_at, id, company_id, company_ids, name, description, helper_text, field_type, applies_to, default_value, options, is_active. Required: id, name, field_type, applies_to.
• Delete Delete a DualEntry public custom field by ID Delete a custom field definition in DualEntry by id. Fails with 422 if any record already has a value stored against this field — clear those values first, or archive via is_active=false instead. Returns: success, errors. Required: id.
• Get Get single DualEntry public custom field by ID Get a single custom field definition in DualEntry by id. Returns: created_at, updated_at, id, company_id, company_ids, name, description, helper_text, field_type, applies_to, default_value, options, is_active, success, errors. Required: id.
• List List all DualEntry public paper checks List paper checks in DualEntry with filtering by status, transaction type, vendor, customer, bank account, and date range. Returns: items, count. Max 100 per page.
• Delete Delete a DualEntry public paper check by ID Archive a paper check by id in DualEntry, setting its status to archived and removing it from active workflows. Returns the archived paper check object including id, record_status, transaction_type, created_at. Required: id.
• Get Get single DualEntry public paper check by ID Get a single paper check by id in DualEntry. Returns the full paper check object including id, record_status, transaction_type, company_id, created_at. Required: id.
• Create Create a DualEntry paper checks print now Create and immediately print a paper check for a transaction in DualEntry, generating the PDF and marking the check as printed in a single operation. Returns the created paper check details along with base64-encoded PDF content. Supports direct expenses, vendor payments, vendor prepayments, and customer refunds. Required: transaction_id.
• Create Create a DualEntry paper checks print later Queue paper checks for later batch printing in DualEntry. Returns a list of created paper checks with id, record_status, and created_at, all with record_status set to 'not_printed'. The request body must contain transaction identifiers for the transactions to queue as paper checks. Print queued checks together via the print-batch endpoint. Required: transaction_ids.
• Update DualEntry paper checks print batches bulk update Batch print multiple queued paper checks in DualEntry, assigning sequential check numbers and returning a merged PDF. Returns: pdf_content, printed_checks, total_printed. All specified checks must have status 'not_printed' and must be queued via POST /print-later/ first. Required: paper_check_ids.
• List List all DualEntry public workflows List approval workflows in DualEntry with filtering by company, record type, and active status. Returns: items, count. Default ordering is by priority descending then id descending. Max 100 per page.
• Get Get single DualEntry public workflow by ID Get a DualEntry approval workflow by id, including all steps, conditions, and approvers. Returns: id, record_type, name, is_active, description, version, priority, company_ids, applies_to_all_companies, allow_self_approval, steps, pending_approval_count, roles, company_id, conditions, approvers, event_id, api_version, topic, object_type, object, webhook_uuid, created_at. Required: id.
• List List all DualEntry workflows execution states List workflow execution states (approval statuses for records) in DualEntry with optional filtering by workflow, status, record type, and initiator. Returns: items, count. Max 100 per page.
• Get Get single DualEntry workflows execution state by ID Get a single workflow execution state by id in DualEntry. Returns: id, workflow_id, workflow_name, record_id, record_type, current_step, current_substep, status, requested_approver_ids, approved_by_ids, rejected_by_id, rejection_reason, initiator_id, created_at, updated_at, event_id, api_version, topic, object_type, object, webhook_uuid. Required: id.

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