Xero Accounting Endpoint: BudgetSummaryByMonth: Difference between revisions
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The Xero '''BudgetSummaryByMonth''' [[Xero Accounting Endpoints|endpoint]] provides a summarised budget for 12-months of a given financial year. | The Xero '''BudgetSummaryByMonth''' [[Xero Accounting Endpoints|endpoint]] provides a summarised budget for 12-months of a given financial year. | ||
It is a [[Function Endpoints|function]] that accepts a | It is a [[Function Endpoints|function]] that accepts a parameter. | ||
You may also use the [[Xero Accounting Endpoint: BudgetSummary|BudgetSummary]] which provides a similar data set but for a single month. | You may also use the [[Xero Accounting Endpoint: BudgetSummary|BudgetSummary]] which provides a similar data set but for a single month. | ||
If you require more precise budget data or require budget by [[Xero Accounting Endpoint: TrackingCategories|tracking categories]], the [[Xero Accounting Endpoint: Budgets|Budgets]] and [[Xero Accounting Endpoint: BudgetsAmounts|BudgetsAmounts]] endpoints are also available. | If you require more precise budget data or require budget by [[Xero Accounting Endpoint: TrackingCategories|tracking categories]], the [[Xero Accounting Endpoint: Budgets|Budgets]] and [[Xero Accounting Endpoint: BudgetsAmounts|BudgetsAmounts]] endpoints are also available. | ||
== Parameters == | == Parameters == | ||
Revision as of 03:31, 6 February 2024
Overview
The Xero BudgetSummaryByMonth endpoint provides a summarised budget for 12-months of a given financial year.
It is a function that accepts a parameter.
You may also use the BudgetSummary which provides a similar data set but for a single month.
If you require more precise budget data or require budget by tracking categories, the Budgets and BudgetsAmounts endpoints are also available.
Parameters
The BudgetSummaryByMonth endpoint is a function that accepts the following parameters.
- FinancialYear
- A whole number field that determines the financial year for which to produce values.
- If omitted, it will use the current financial year.
Fields
The following fields are available for the BudgetSummaryByMonth endpoint.
- FinancialYear
- A whole number field that indicates the financial year for which the values are produced.
- This will match the FinancialYear entered as parameter.
- UpdatedDateUTC
- A date time field that indicates when the data was calculated.
- Lines
- A table field that provides the list of values.
- See Lines Fields for more information.
Lines Fields
The Lines Fields include the following sub fields.
- LineType
- A text field that indicates the type of line.
- Possible values are:
- Header: Indicates the row contains a header.
- Detail: Indicates the row contains the value of a given account.
- Total: Indicates the row contains a calculated value.
- AccountID
- A GUID field that provides the id of the account.
- This field can be used to link to the Accounts endpoints.
- This field will be set to null for rows whose LineType is not set to Detail.
- AccountName
- A text field that provides the account name or the name of a header or total.
- AccountLineType
- A text field that provides the a descriptive field to indicate the type of account or row.
- Amounts
- A table field that provides the list of all amounts for each month.
- See Amounts Fields for more information.
Amounts Fields
The Amounts Fields includes the following sub-fields.
- Date
- A date field that provides the month as a date.
- Amount
- A decimal field that provides the value for the row.
Xero API
For a detailed run through of the endpoint, you can see the Xero API.
Related Fields
- None
Related Endpoints