Xero Accounting Endpoint: BalanceSheetAdvanced
Overview
The Xero BalanceSheetAdvanced endpoint provides closing balance sheet values for a range of parameters to produce a number of different values.
It is a function that accepts a series of parameters.
Parameters
The BalanceSheetAdvanced is a function that accepts the following parameters.
- FromDate
- A date field that determines the start date for which to produce values.
- If omitted, it will use the first date of the last calendar month.
- ToDate
- A date field that determines the end date for which to produce values.
- If omitted, it will use the last date of the last calendar month.
- PaymentsOnly
- A true/false field that determines if only payments are included.
- If omitted, it will be set to False.
- StandardLayout
- A true/false field that determines if the values are produced only for accounts that are in the accounts endpoint.
- If omitted, it will be set to True.
- Periods
- A whole number field that determines the number of additional periods to include on the report. It must be used in conjunction with the TimeFrame parameter.
- If omitted, it will not include additional periods.
- Possible values are 1 to 11.
- TimeFrame
- A text field that specifies what type of periods to compare. It must be used in conjunction with the Periods parameter.
- If omitted, it will not include additional periods.
- Possible values are:
- Month
- Quarter
- Year
- TrackingOptionID
- A guid field that specifies the specific tracking category option.
- If omitted, OdataLink will choose one present within Xero.
- TrackingOptionID2
- A guid field that specifies a secondary list tracking category options.
- If omitted, OdataLink will only provide data for a single tracking category option as specified by TrackingCategoryID and TrackingOptionID.
Fields
The following fields are available for the BalanceSheetAdvanced endpoint.
- DataFileID
- A guid field that provides the id of the xero data file as setup in OdataLink.
- DataFileName
- A text field provides the name of the xero data file as setup in OdataLink.
- DataFileCode
- A text field provides the code of the xero data file as setup in OdataLink.
- Date
- A date field that indicates the end date used to produce the values.
- This will match the ToDate entered as parameter.
- Period
- A text field that indicates the periods that are being queried.
- Possible values are:
- Month
- Quarter
- Year
- PaymentsOnly
- A true/false field that indicates if only payments are included.
- This will match the PaymentsOnly entered as parameter.
- StandardLayout
- A true/false field that indicates if values are produced only for accounts that are in the accounts endpoint.
- This will match the StandardLayout entered as parameter.
- Periods
- A whole number field that indicates the number of additional comparison periods to include.
- This will match the Periods entered as parameter.
- TimeFrame
- A table field that indicates what type of periods to compare.
- This will match the TimeFrame entered as parameter.
- TrackingOptionID
- A guid field that indicates the tracking option used.
- This will match the TrackingOptionID entered as parameter.
- TrackingOptionID2
- A guid field that indicates the tracking option used.
- This will match the TrackingOptionID2 entered as parameter.
- 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.
- LineDescription
- A text field that provides the generic description for this amount.
- 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
- Accounts
- BalanceSheet
- BalanceSheetByMonth
- BalanceSheetTable
- BalanceSheetMultiPeriodTable
- BalanceSheetByTrackingOption