MYOB Endpoint: BalanceSheetSummaryReport: Difference between revisions
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The MYOB '''BalanceSheetSummaryReport''' [[MYOB Endpoints|endpoint]] provides a closing balance sheet values as at a given date. This report only '''includes detail accounts''' and '''excludes header accounts'''. | The MYOB '''BalanceSheetSummaryReport''' [[MYOB Endpoints|endpoint]] provides a closing balance sheet values as at a given date. This report only '''includes detail accounts''' and '''excludes header accounts'''. | ||
Note an alternate endpoint named [[MYOB Endpoint: BalanceSheetSummaryReportTable|BalanceSheetSummaryReportTable]] is available which provides a format that can more easily integrate with Tableau, SSIS and Azure Data Factory. | |||
It is a [[Function Endpoints|function]] that accepts a series of parameters. | It is a [[Function Endpoints|function]] that accepts a series of parameters. | ||
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The following fields are available for the BalanceSheetSummaryReport endpoint. | The following fields are available for the BalanceSheetSummaryReport endpoint. | ||
;DataFile | |||
:A [[Field Type: Record|record field]] that provides the [[Field: DataFile|DataFile]] associated with the data. | |||
;AsOfDate | ;AsOfDate | ||
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== Related Endpoints== | == Related Endpoints== | ||
:[[MYOB Endpoint: BalanceSheetSummaryReportTable|BalanceSheetSummaryReportTable]] | |||
:[[MYOB Endpoint: BalanceSheetSummaryReportMultiPeriodTable|BalanceSheetSummaryReportMultiPeriodTable]] | |||
:[[MYOB Endpoint: ProfitAndLossSummaryReport|ProfitAndLossSummaryReport]] | :[[MYOB Endpoint: ProfitAndLossSummaryReport|ProfitAndLossSummaryReport]] | ||
:[[MYOB Endpoint: ProfitAndLossSummaryReportTable|ProfitAndLossSummaryReportTable]] | |||
:[[MYOB Endpoint: ProfitAndLossSummaryReportMultiPeriodTable|ProfitAndLossSummaryReportMultiPeriodTable]] | |||
Latest revision as of 18:17, 2 April 2025
Overview
The MYOB BalanceSheetSummaryReport endpoint provides a closing balance sheet values as at a given date. This report only includes detail accounts and excludes header accounts.
Note an alternate endpoint named BalanceSheetSummaryReportTable is available which provides a format that can more easily integrate with Tableau, SSIS and Azure Data Factory.
It is a function that accepts a series of parameters.
Parameters
The BalanceSheetSummaryReport endpoint is a function that accepts the following parameters.
- AsOfDate
- A date field that determines the date for which to produce values.
- If omitted, it will use the last date of the last calendar month.
- YearEndAdjust
- A true/false field that determines if year end adjustment should be included or excluded.
Fields
The following fields are available for the BalanceSheetSummaryReport endpoint.
- DataFile
- A record field that provides the DataFile associated with the data.
- AsOfDate
- A date field that indicates the date used to produce the report.
- This will match the AsOfDate entered as parameter.
- YearEndAdjust
- A true/false field that indicates if year end adjustment should be included or excluded.
- This will match the YearEndAdjust entered as parameter.
- AccountsBreakdown
- A table field that provides a list of all values by accounts.
- See AccountsBreakdown Fields for more information.
AccountsBreakdown Fields
The AccountsBreakdown field contains the following sub-fields.
- AccountTotal
- A decimal field that provides the total for a given account.
- Account
- A record field that identifies the account associated.
MYOB API
For a detailed run through of the endpoint, you can see the MYOB API.
Related Fields
Related Endpoints
- BalanceSheetSummaryReportTable
- BalanceSheetSummaryReportMultiPeriodTable
- ProfitAndLossSummaryReport
- ProfitAndLossSummaryReportTable
- ProfitAndLossSummaryReportMultiPeriodTable