Xero Accounting Endpoint: ProfitAndLoss: Difference between revisions
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== Disclaimer == | |||
'''''The [[Xero Accounting Endpoint: ProfitAndLossMultiPeriodTable|ProfitAndLossMultiPeriodTable]] is the recommend endpoint for building Profit and Loss reports. We recommend using it over the ProfitAndLoss endpoint.''''' | |||
== Overview == | == Overview == | ||
The Xero '''ProfitAndLoss''' [[Endpoints|endpoint]] provides profit and loss values for a given date. | The Xero '''ProfitAndLoss''' [[Xero Accounting Endpoints|endpoint]] provides profit and loss values for a given date. | ||
Note an alternate endpoint named [[Xero Accounting Endpoint: ProfitAndLossTable|ProfitAndLossTable]] 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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;StandardLayout | ;StandardLayout | ||
:A [[Field Type: Boolean|true/false field]] that determines if the | :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. | :If omitted, it will be set to True. | ||
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== Fields == | == Fields == | ||
The following fields are available for the | The following fields are available for the ProfitAndLoss endpoint. | ||
;FromDate | ;FromDate | ||
:A [[Field Type: Date|date field]] that indicates the start date used to produce the | :A [[Field Type: Date|date field]] that indicates the start date used to produce the values. | ||
:This will match the FromDate entered as [[#Parameters|parameter]]. | :This will match the FromDate entered as [[#Parameters|parameter]]. | ||
;ToDate | ;ToDate | ||
:A [[Field Type: Date|date field]] that indicates the end date used to produce the | :A [[Field Type: Date|date field]] that indicates the end date used to produce the values. | ||
:This will match the ToDate entered as [[#Parameters|parameter]]. | :This will match the ToDate entered as [[#Parameters|parameter]]. | ||
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;StandardLayout | ;StandardLayout | ||
:A [[Field Type: | :A [[Field Type: Boolean|true/false 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]]. | :This will match the StandardLayout entered as [[#Parameters|parameter]]. | ||
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;Lines | ;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. | :See [[#Lines Fields|Lines Fields]] for more information. | ||
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;Amount | ;Amount | ||
:A [[Field Type: Decimal|decimal | :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: Accounts|Accounts]] | ||
:[[Xero Accounting Endpoint: ProfitAndLossAdvanced|ProfitAndLossAdvanced]] | |||
:[[Xero Accounting Endpoint: ProfitAndLossByMonth|ProfitAndLossByMonth]] | :[[Xero Accounting Endpoint: ProfitAndLossByMonth|ProfitAndLossByMonth]] | ||
:[[Xero Accounting Endpoint: ProfitAndLossByTrackingCategory|ProfitAndLossByTrackingCategory]] | |||
:[[Xero Accounting Endpoint: ProfitAndLossByTrackingOption|ProfitAndLossByTrackingOption]] | |||
:[[Xero Accounting Endpoint: ProfitAndLossMultiPeriodTable|ProfitAndLossMultiPeriodTable]] | |||
== Related Topics == | |||
:[[Xero Accounting Models]] | |||
:[[Xero Accounting Endpoints]] | |||
== Search Words == | |||
Profit and Loss | |||
Profit and Loss End Point | |||
Xero Accounting End Point - Profit and Loss | |||