Xero Accounting Endpoint: BalanceSheetByMonth
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Overview
The Xero BalanceSheetByMonth endpoint provides closing balance sheet values for 12-months of a given financial year.
You may also use the BalanceSheet which provides a similar data set but as at a given date.
It is a function that accepts a series of parameters.
Parameters
The BalanceSheetByMonth 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.
- 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.
Fields
The following fields are available for the BalanceSheetSummaryReport 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.
- PaymentsOnly
- A true/false field that indicates if only payments are included.
- This will match the PaymentsOnly entered as parameter.
- StandardLayout
- A table field that indicates if values are produced only for accounts that are in the accounts endpoint.
- This will match the StandardLayout 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