MYOB Endpoint: BalanceSheetSummaryReportMultiPeriodTable

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Overview

The MYOB BalanceSheetSummaryReportMultiPeriodTable endpoint provides a closing balance sheet values as at a given date. This report only includes detail accounts and excludes header accounts.

This endpoint allows you to query multiple balance sheet values broken down either by Month, Quarter, Year, Week or Fortnight. Because of this, it is the recommended endpoint to generate Balance Sheet data for MYOB.

Note this endpoint is an alternate format of the BalanceSheetSummaryReport endpoint. It 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 BalanceSheetSummaryReportMultiPeriodTable endpoint is a function that accepts the following parameters.

StartDate
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.
EndDate
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.
Period
A text field that determines the periods that will be queried
If omitted, it will be set to Month.
Possible values are:
  • Week
  • Fortnight
  • Month
  • Quarter
  • Year
YearEndAdjust
A true/false field that determines if year end adjustment should be included or excluded.


Fields

The following fields are available for the BalanceSheetSummaryReportMultiPeriodTable 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.
AsOfDate
A date field that indicates the date used to produce the report.
This will match the AsOfDate entered as parameter.
Period
A text field that indicates the periods that are being queried.
Possible values are:
  • Week
  • Fortnight
  • Month
  • Quarter
  • Year
YearEndAdjust
A true/false field that indicates if year end adjustment should be included or excluded.
This will match the YearEndAdjust entered as parameter.
AccountUID
A GUID field representing the internal id of an account. This field can be used to link to other endpoints.
AccountName
A text field used as the account name.
AccountDisplayID
A text field used as the account number.
AccountTotal
A decimal field that provides the total for a given account.


MYOB API

For a detailed run through of the endpoint, you can see the MYOB API.


Related Fields

None


Related Endpoints

BalanceSheetSummaryReport
BalanceSheetSummaryReportTable
ProfitAndLossSummaryReport
ProfitAndLossSummaryReportTable
ProfitAndLossSummaryReportMultiPeriodTable


Related Topics

MYOB Models
MYOB Endpoints