Xero Accounting Endpoint: BalanceSheet: Difference between revisions

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== Overview ==

The Xero '''BalanceSheet''' [[Endpoints|endpoint]] provides closing balance sheet values as at a given date.

The Xero '''BalanceSheet''' [[Xero Accounting Endpoints|endpoint]] provides closing balance sheet values as at a given date.

Note an alternate endpoint named [[Xero Accounting Endpoint: BalanceSheetTable|BalanceSheetTable]] is available which provides a format that can more easily integrate with Tableau, SSIS and Azure Data Factory.

You may also use the [[Xero Accounting Endpoint: BalanceSheetByMonth|BalanceSheetByMonth]] which provides a similar data set but for 12-months of a given financial year.

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== Parameters ==

The ~~BalanceSheetendpoint~~ is a [[Function Endpoints|function]] that accepts the following parameters.

The BalanceSheet endpoint is a [[Function Endpoints|function]] that accepts the following parameters.

;Date

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;StandardLayout

:A [[Field Type: Boolean|true/false field]] that determines if the ~~balance sheet is~~ produced only for accounts that are in the [[Xero Accounting Endpoint: Accounts|accounts]] endpoint.

:A [[Field Type: Boolean|true/false field]] that determines if the values are produced only for accounts that are in the [[Xero Accounting Endpoint: Accounts|accounts]] endpoint.

:If omitted, it will be set to True.

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== Fields ==

The following fields are available for the ~~BalanceSheetSummaryReport~~ endpoint.

The following fields are available for the BalanceSheet endpoint.

;Date

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;StandardLayout

:A [[Field Type: Table|table field]] that indicates if ~~the balance sheet is~~ produced only for accounts that are in the [[Xero Accounting Endpoint: Accounts|accounts]] endpoint.

:A [[Field Type: Table|table field]] that indicates if values are produced only for accounts that are in the [[Xero Accounting Endpoint: Accounts|accounts]] endpoint.

:This will match the StandardLayout entered as [[#Parameters|parameter]].

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;Lines

:A [[Field Type: Table|table field]] that provides list of values.

:A [[Field Type: Table|table field]] that provides the list of values.

:See [[#Lines Fields|Lines Fields]] for more information.

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;Amount

:A [[Field Type: Decimal|decimal ~~value~~]] that provides the value for the row.

:A [[Field Type: Decimal|decimal field]] that provides the value for the row.

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:[[Xero Accounting Endpoint: Accounts|Accounts]]

:[[Xero Accounting Endpoint: BalanceSheetByMonth|BalanceSheetByMonth]]

:[[Xero Accounting Endpoint: BalanceSheetMultiPeriodTable|BalanceSheetMultiPeriodTable]]

:[[Xero Accounting Endpoint: BalanceSheetTable|BalanceSheetTable]]

== Related Topics ==

:[[Xero Accounting Models]]

:[[Xero Accounting Endpoints]]

@@ Line 1: / Line 1: @@
 == Overview ==
-The Xero '''BalanceSheet''' [[Endpoints|endpoint]] provides closing balance sheet values as at a given date.
+The Xero '''BalanceSheet''' [[Xero Accounting Endpoints|endpoint]] provides closing balance sheet values as at a given date.
+Note an alternate endpoint named [[Xero Accounting Endpoint: BalanceSheetTable|BalanceSheetTable]] is available which provides a format that can more easily integrate with Tableau, SSIS and Azure Data Factory.
 You may also use the [[Xero Accounting Endpoint: BalanceSheetByMonth|BalanceSheetByMonth]] which provides a similar data set but for 12-months of a given financial year.
@@ Line 10: / Line 12: @@
 == Parameters ==
-The BalanceSheetendpoint is a [[Function Endpoints|function]] that accepts the following parameters.
+The BalanceSheet endpoint is a [[Function Endpoints|function]] that accepts the following parameters.
 ;Date
@@ Line 21: / Line 23: @@
 ;StandardLayout
-:A [[Field Type: Boolean|true/false field]] that determines if the balance sheet is produced only for accounts that are in the [[Xero Accounting Endpoint: Accounts|accounts]] endpoint.
+:A [[Field Type: Boolean|true/false field]] that determines if the values are produced only for accounts that are in the [[Xero Accounting Endpoint: Accounts|accounts]] endpoint.
 :If omitted, it will be set to True.
@@ Line 27: / Line 29: @@
 == Fields ==
-The following fields are available for the BalanceSheetSummaryReport endpoint.
+The following fields are available for the BalanceSheet endpoint.
 ;Date
@@ Line 38: / Line 40: @@
 ;StandardLayout
-:A [[Field Type: Table|table field]] that indicates if the balance sheet is produced only for accounts that are in the [[Xero Accounting Endpoint: Accounts|accounts]] endpoint.
+:A [[Field Type: Table|table field]] that indicates if values are produced only for accounts that are in the [[Xero Accounting Endpoint: Accounts|accounts]] endpoint.
 :This will match the StandardLayout entered as [[#Parameters|parameter]].
@@ Line 45: / Line 47: @@
 ;Lines
-:A [[Field Type: Table|table field]] that provides list of values.
+:A [[Field Type: Table|table field]] that provides the list of values.
 :See [[#Lines Fields|Lines Fields]] for more information.
@@ Line 72: / Line 74: @@
 ;Amount
-:A [[Field Type: Decimal|decimal value]] that provides the value for the row.
+:A [[Field Type: Decimal|decimal field]] that provides the value for the row.
@@ Line 89: / Line 91: @@
 :[[Xero Accounting Endpoint: Accounts|Accounts]]
 :[[Xero Accounting Endpoint: BalanceSheetByMonth|BalanceSheetByMonth]]
+:[[Xero Accounting Endpoint: BalanceSheetMultiPeriodTable|BalanceSheetMultiPeriodTable]]
+:[[Xero Accounting Endpoint: BalanceSheetTable|BalanceSheetTable]]
+== Related Topics ==
+:[[Xero Accounting Models]]
+:[[Xero Accounting Endpoints]]