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SpotlightDev's avatar
7 hours ago

Balances by Job and Category (Cost Centre)

We have a use case where we need to retrieve account balances by job and by category. In the UI this is possible with the Cost centre balance sheet report.

 

Unfortunately at the moment the JobRegister and CategoryRegister endpoints return movements (Activity) regardless of whether the account is a P&L or balance sheet account. We have to simulate a balance by downloading the entire register and then piecing together balances for each month by summing sequential entries.

 

For customers with large files over many years, we are finding that requests are timing out and the import process is overall taking too long (even when they only want a few months of data). Could this functionality be added to the dev backlog please?

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