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 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.
:If omitted, it will be set to True.


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== Fields ==
== Fields ==


The following fields are available for the BalanceSheetSummaryReport endpoint.
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 report.
: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 report.
: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: Table|table field]] that indictaes 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 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 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: 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