Finance API

Complete financial management — invoicing, purchasing, payments, general ledger, reporting, and analytics.

All endpoints prefixed with /api/v1/finance

Invoices

Customer invoicing with status transitions and payment tracking.

POST /api/v1/finance/invoices

Create a new invoice.

Auth: Bearer token · finance.create

Request Body
json 
{
  "customerId": 1,
  "invoiceDate": "2026-06-01",
  "dueDate": "2026-06-30",
  "items": [
    { "itemId": 1, "quantity": 5, "rate": 100 }
  ]
}
GET /api/v1/finance/invoices

List invoices with pagination and filtering.

Auth: Bearer token · finance.view

GET /api/v1/finance/invoices/:id

Get invoice by ID with line items.

Auth: Bearer token · finance.view

PUT /api/v1/finance/invoices/:id

Update an invoice.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/invoices/:id

Delete an invoice.

Auth: Bearer token · finance.delete

POST /api/v1/finance/invoices/:id/status

Transition invoice status (draft, sent, paid, void).

Auth: Bearer token · finance.edit

Request Body
json 
{
  "status": "sent"
}
GET /api/v1/finance/invoices/:id/payments

Get payments applied to an invoice.

Auth: Bearer token · finance.view

POST /api/v1/finance/invoices/:id/apply-payment

Apply a payment to an invoice.

Auth: Bearer token · finance.edit

Recurring Invoices

Automated recurring invoice generation.

POST /api/v1/finance/recurring-invoices

Create a new recurring invoice profile.

Auth: Bearer token · finance.create

GET /api/v1/finance/recurring-invoices

List recurring invoices.

Auth: Bearer token · finance.view

GET /api/v1/finance/recurring-invoices/:id

Get recurring invoice by ID with items.

Auth: Bearer token · finance.view

PUT /api/v1/finance/recurring-invoices/:id

Update a recurring invoice profile.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/recurring-invoices/:id

Delete a recurring invoice profile.

Auth: Bearer token · finance.delete

POST /api/v1/finance/recurring-invoices/:id/status

Update recurring invoice status (active, paused, cancelled).

Auth: Bearer token · finance.edit

Estimates

Customer estimates with conversion to sales orders.

POST /api/v1/finance/estimates

Create a new estimate.

Auth: Bearer token · finance.create

GET /api/v1/finance/estimates

List estimates.

Auth: Bearer token · finance.view

GET /api/v1/finance/estimates/:id

Get estimate by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/estimates/:id

Update an estimate.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/estimates/:id

Delete an estimate.

Auth: Bearer token · finance.delete

POST /api/v1/finance/estimates/:id/status

Update estimate status.

Auth: Bearer token · finance.edit

POST /api/v1/finance/estimates/:id/convert-to-so

Convert estimate to a sales order.

Auth: Bearer token · finance.create

Sales Orders

Sales order management with invoice conversion.

POST /api/v1/finance/sales-orders

Create a new sales order.

Auth: Bearer token · finance.create

GET /api/v1/finance/sales-orders

List sales orders.

Auth: Bearer token · finance.view

GET /api/v1/finance/sales-orders/:id

Get sales order by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/sales-orders/:id

Update a sales order.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/sales-orders/:id

Delete a sales order.

Auth: Bearer token · finance.delete

POST /api/v1/finance/sales-orders/:id/status

Update sales order status.

Auth: Bearer token · finance.edit

POST /api/v1/finance/sales-orders/:id/convert-to-invoice

Convert sales order to invoice.

Auth: Bearer token · finance.create

Bills

Vendor bill management with status transitions.

POST /api/v1/finance/bills

Create a new bill.

Auth: Bearer token · finance.create

GET /api/v1/finance/bills

List bills.

Auth: Bearer token · finance.view

GET /api/v1/finance/bills/:id

Get bill by ID with items.

Auth: Bearer token · finance.view

PUT /api/v1/finance/bills/:id

Update a bill.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/bills/:id

Delete a bill.

Auth: Bearer token · finance.delete

GET /api/v1/finance/bills/:id/payments

Get payments applied to a bill.

Auth: Bearer token · finance.view

POST /api/v1/finance/bills/:id/status

Transition bill status (draft, open, paid, void).

Auth: Bearer token · finance.edit

Request Body
json 
{
  "status": "open"
}

Recurring Bills

Automated recurring bill generation.

POST /api/v1/finance/recurring-bills

Create a new recurring bill profile.

Auth: Bearer token · finance.create

GET /api/v1/finance/recurring-bills

List recurring bills.

Auth: Bearer token · finance.view

GET /api/v1/finance/recurring-bills/:id

Get recurring bill by ID with line items.

Auth: Bearer token · finance.view

PUT /api/v1/finance/recurring-bills/:id

Update a recurring bill profile.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/recurring-bills/:id

Delete a recurring bill profile.

Auth: Bearer token · finance.delete

POST /api/v1/finance/recurring-bills/:id/status

Update recurring bill status.

Auth: Bearer token · finance.edit

Purchase Orders

Purchase order management with bill conversion.

POST /api/v1/finance/purchase-orders

Create a new purchase order.

Auth: Bearer token · finance.create

GET /api/v1/finance/purchase-orders

List purchase orders.

Auth: Bearer token · finance.view

GET /api/v1/finance/purchase-orders/:id

Get purchase order by ID with items.

Auth: Bearer token · finance.view

PUT /api/v1/finance/purchase-orders/:id

Update a purchase order.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/purchase-orders/:id

Delete a purchase order.

Auth: Bearer token · finance.delete

POST /api/v1/finance/purchase-orders/:id/status

Update purchase order status.

Auth: Bearer token · finance.edit

POST /api/v1/finance/purchase-orders/:id/convert-to-bill

Convert purchase order to a bill.

Auth: Bearer token · finance.create

Credit Notes

Customer credit notes with invoice allocation.

POST /api/v1/finance/credit-notes

Create a new credit note.

Auth: Bearer token · finance.create

GET /api/v1/finance/credit-notes

List credit notes.

Auth: Bearer token · finance.view

GET /api/v1/finance/credit-notes/:id

Get credit note by ID with items.

Auth: Bearer token · finance.view

PUT /api/v1/finance/credit-notes/:id

Update a credit note.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/credit-notes/:id

Delete a credit note.

Auth: Bearer token · finance.delete

POST /api/v1/finance/credit-notes/:id/allocate

Allocate credit note against invoices.

Auth: Bearer token · finance.edit

POST /api/v1/finance/credit-notes/:id/status

Update credit note status.

Auth: Bearer token · finance.edit

Debit Notes

Vendor debit notes with bill allocation.

POST /api/v1/finance/debit-notes

Create a new debit note.

Auth: Bearer token · finance.create

GET /api/v1/finance/debit-notes

List debit notes.

Auth: Bearer token · finance.view

GET /api/v1/finance/debit-notes/:id

Get debit note by ID with line items.

Auth: Bearer token · finance.view

PUT /api/v1/finance/debit-notes/:id

Update a debit note.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/debit-notes/:id

Delete a debit note.

Auth: Bearer token · finance.delete

POST /api/v1/finance/debit-notes/:id/allocate

Allocate debit note against bills.

Auth: Bearer token · finance.edit

POST /api/v1/finance/debit-notes/:id/status

Update debit note status.

Auth: Bearer token · finance.edit

Payments Received

Customer payment recording and allocation.

POST /api/v1/finance/payments-received

Record a new payment received.

Auth: Bearer token · finance.create

Request Body
json 
{
  "customerId": 1,
  "amount": 5000,
  "paymentDate": "2026-06-15",
  "paymentMode": "bank_transfer",
  "reference": "CHK-001",
  "allocations": [
    { "invoiceId": 1, "amount": 5000 }
  ]
}
GET /api/v1/finance/payments-received

List payments received.

Auth: Bearer token · finance.view

GET /api/v1/finance/payments-received/:id

Get payment received by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/payments-received/:id

Update payment metadata.

Auth: Bearer token · finance.edit

POST /api/v1/finance/payments-received/:id/allocations

Add an allocation to an existing payment.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/payments-received/:id/allocations/:allocId

Remove an allocation.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/payments-received/:id

Delete a payment received.

Auth: Bearer token · finance.delete

Payments Made

Vendor payment recording and allocation.

POST /api/v1/finance/payments-made

Create a new payment made.

Auth: Bearer token · finance.create

GET /api/v1/finance/payments-made

List payments made.

Auth: Bearer token · finance.view

GET /api/v1/finance/payments-made/:id

Get payment made by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/payments-made/:id

Update payment metadata.

Auth: Bearer token · finance.edit

POST /api/v1/finance/payments-made/:id/allocations

Add an allocation to an existing payment.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/payments-made/:id/allocations/:allocId

Remove an allocation.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/payments-made/:id

Delete a payment made.

Auth: Bearer token · finance.delete

Advance Payments

Advance payment tracking.

POST /api/v1/finance/advance-payments

Create a new advance payment.

Auth: Bearer token · finance.create

GET /api/v1/finance/advance-payments

List advance payments.

Auth: Bearer token · finance.view

GET /api/v1/finance/advance-payments/:id

Get advance payment by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/advance-payments/:id

Update an advance payment.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/advance-payments/:id

Delete an advance payment.

Auth: Bearer token · finance.delete

Expenses

Expense tracking with receipt upload and AI extraction.

POST /api/v1/finance/expenses/upload-receipt

Upload a receipt image and extract data via AI.

Auth: Bearer token · finance.create

POST /api/v1/finance/expenses

Create a new expense.

Auth: Bearer token · finance.create

GET /api/v1/finance/expenses

List expenses.

Auth: Bearer token · finance.view

GET /api/v1/finance/expenses/:id

Get expense by ID with items.

Auth: Bearer token · finance.view

PUT /api/v1/finance/expenses/:id

Update an expense.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/expenses/:id

Delete an expense.

Auth: Bearer token · finance.delete

POST /api/v1/finance/expenses/:id/status

Update expense status.

Auth: Bearer token · finance.edit

Journal Entries

Manual journal entries for general ledger.

POST /api/v1/finance/journals

Create a new journal entry.

Auth: Bearer token · finance.create

Request Body
json 
{
  "date": "2026-06-30",
  "reference": "JE-001",
  "lines": [
    { "accountId": 1, "debit": 1000, "credit": 0 },
    { "accountId": 2, "debit": 0, "credit": 1000 }
  ]
}
GET /api/v1/finance/journals

List journal entries.

Auth: Bearer token · finance.view

GET /api/v1/finance/journals/:id

Get journal entry by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/journals/:id

Update a journal entry.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/journals/:id

Delete a journal entry.

Auth: Bearer token · finance.delete

POST /api/v1/finance/journals/:id/post

Post a journal entry (validates balance and updates accounts).

Auth: Bearer token · finance.approve

Chart of Accounts

Account structure for general ledger.

POST /api/v1/finance/chart-of-accounts

Create a new account.

Auth: Bearer token · finance.create

Request Body
json 
{
  "name": "Office Supplies",
  "code": "6100",
  "accountType": "expense",
  "parentId": null
}
GET /api/v1/finance/chart-of-accounts

List accounts with pagination.

Auth: Bearer token · finance.view

GET /api/v1/finance/chart-of-accounts/hierarchy

Get full chart of accounts tree.

Auth: Bearer token · finance.view

GET /api/v1/finance/chart-of-accounts/account-types

List all account types.

Auth: Bearer token · finance.view

GET /api/v1/finance/chart-of-accounts/:id

Get account by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/chart-of-accounts/:id

Update an account.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/chart-of-accounts/:id

Delete an account (soft delete).

Auth: Bearer token · finance.delete

GL Entries

General ledger entry queries.

GET /api/v1/finance/gl-entries

Query general ledger entries with filters (date range, account, etc.).

Auth: Bearer token · finance.view

Query Parameters
Parameter Type Description
accountId number Filter by account
startDate string Start date (ISO)
endDate string End date (ISO)
page number Page number
limit number Items per page

GL Ledgers

General Ledger combination records.

POST /api/v1/finance/gl-ledgers

Create a new GL Ledger combination.

Auth: Bearer token · finance.create

GET /api/v1/finance/gl-ledgers

List GL Ledgers.

Auth: Bearer token · finance.view

GET /api/v1/finance/gl-ledgers/:id

Get GL Ledger by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/gl-ledgers/:id

Update GL Ledger (description/status only).

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/gl-ledgers/:id

Soft-delete a GL Ledger.

Auth: Bearer token · finance.delete

Customers

Finance customer records (separate from Sales contacts).

POST /api/v1/finance/customers

Create a new customer.

Auth: Bearer token · finance.create

GET /api/v1/finance/customers

List customers.

Auth: Bearer token · finance.view

GET /api/v1/finance/customers/:id

Get customer by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/customers/:id

Update a customer.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/customers/:id

Delete a customer (soft delete).

Auth: Bearer token · finance.delete

Vendors

Vendor/supplier records.

POST /api/v1/finance/vendors

Create a new vendor.

Auth: Bearer token · finance.create

GET /api/v1/finance/vendors

List vendors.

Auth: Bearer token · finance.view

GET /api/v1/finance/vendors/:id

Get vendor by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/vendors/:id

Update a vendor.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/vendors/:id

Delete a vendor (soft delete).

Auth: Bearer token · finance.delete

Items

Products and services catalog.

POST /api/v1/finance/items

Create a new item.

Auth: Bearer token · finance.create

Request Body
json 
{
  "name": "Consulting Service",
  "type": "service",
  "rate": 150,
  "unit": "hour",
  "taxRateId": 1
}
GET /api/v1/finance/items

List items.

Auth: Bearer token · finance.view

GET /api/v1/finance/items/:id

Get item by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/items/:id

Update an item.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/items/:id

Delete an item (soft delete).

Auth: Bearer token · finance.delete

Item Groups

Categorize items into groups.

POST /api/v1/finance/item-groups

Create a new item group.

Auth: Bearer token · finance.create

GET /api/v1/finance/item-groups

List item groups.

Auth: Bearer token · finance.view

GET /api/v1/finance/item-groups/:id

Get item group by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/item-groups/:id

Update an item group.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/item-groups/:id

Delete an item group.

Auth: Bearer token · finance.delete

Price Lists

Customer-specific or tiered pricing.

POST /api/v1/finance/price-lists

Create a new price list.

Auth: Bearer token · finance.create

GET /api/v1/finance/price-lists

List price lists.

Auth: Bearer token · finance.view

GET /api/v1/finance/price-lists/:id

Get price list by ID with items.

Auth: Bearer token · finance.view

PUT /api/v1/finance/price-lists/:id

Update a price list.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/price-lists/:id

Delete a price list.

Auth: Bearer token · finance.delete

POST /api/v1/finance/price-lists/:id/items

Add an item to a price list.

Auth: Bearer token · finance.edit

PUT /api/v1/finance/price-lists/:id/items/:itemId

Update a price list item.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/price-lists/:id/items/:itemId

Remove an item from a price list.

Auth: Bearer token · finance.edit

Currencies

Multi-currency support.

POST /api/v1/finance/currencies

Create a new currency.

Auth: Bearer token · finance.create

GET /api/v1/finance/currencies

List currencies.

Auth: Bearer token · finance.view

GET /api/v1/finance/currencies/:id

Get currency by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/currencies/:id

Update a currency.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/currencies/:id

Delete a currency (soft delete).

Auth: Bearer token · finance.delete

Currency Adjustments

Foreign currency revaluation adjustments.

POST /api/v1/finance/currency-adjustments

Create a new currency adjustment.

Auth: Bearer token · finance.create

GET /api/v1/finance/currency-adjustments

List currency adjustments.

Auth: Bearer token · finance.view

GET /api/v1/finance/currency-adjustments/:id

Get currency adjustment by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/currency-adjustments/:id

Update a currency adjustment.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/currency-adjustments/:id

Delete a currency adjustment.

Auth: Bearer token · finance.delete

Approvals

Finance-specific approval workflow.

POST /api/v1/finance/approvals

Request a new approval.

Auth: Bearer token · finance.create

GET /api/v1/finance/approvals

List approvals.

Auth: Bearer token · finance.view

GET /api/v1/finance/approvals/pending

Get pending approvals.

Auth: Bearer token

GET /api/v1/finance/approvals/pending/count

Get pending approval count.

Auth: Bearer token

GET /api/v1/finance/approvals/entity/:entityType/:entityId

Get approvals for a specific entity.

Auth: Bearer token · finance.view

GET /api/v1/finance/approvals/status/:status

Get approvals by status.

Auth: Bearer token · finance.view

GET /api/v1/finance/approvals/:id

Get approval by ID.

Auth: Bearer token · finance.view

POST /api/v1/finance/approvals/:id/approve

Approve a request.

Auth: Bearer token · finance.approve

POST /api/v1/finance/approvals/:id/reject

Reject a request.

Auth: Bearer token · finance.approve

POST /api/v1/finance/approvals/:id/cancel

Cancel an approval request.

Auth: Bearer token

Financial Reports

Standard financial reports.

GET /api/v1/finance/reports/trial-balance

Get trial balance report.

Auth: Bearer token · finance.view

Query Parameters
Parameter Type Description
asOfDate string Report date (ISO)
GET /api/v1/finance/reports/profit-loss

Get profit and loss (income statement).

Auth: Bearer token · finance.view

Query Parameters
Parameter Type Description
startDate string Period start
endDate string Period end
GET /api/v1/finance/reports/balance-sheet

Get balance sheet.

Auth: Bearer token · finance.view

GET /api/v1/finance/reports/cash-flow

Get cash flow statement.

Auth: Bearer token · finance.view

GET /api/v1/finance/reports/general-ledger

Get general ledger report.

Auth: Bearer token · finance.view

GET /api/v1/finance/reports/customer-aging

Get customer aging report.

Auth: Bearer token · finance.view

GET /api/v1/finance/reports/vendor-aging

Get vendor aging report.

Auth: Bearer token · finance.view

Dashboard Stats

Financial dashboard and analytics.

GET /api/v1/finance/stats/dashboard

Get comprehensive dashboard statistics.

Auth: Bearer token · finance.view

GET /api/v1/finance/stats/revenue-timeseries

Get monthly revenue/expenses/net time series.

Auth: Bearer token · finance.view

GET /api/v1/finance/stats/top-customers

Get top customers by total invoiced amount.

Auth: Bearer token · finance.view

GET /api/v1/finance/stats/top-items

Get top items by total quantity sold.

Auth: Bearer token · finance.view

PDF Documents

PDF generation and delivery for financial documents.

POST /api/v1/finance/documents/:type/:id/generate-pdf

Queue PDF generation for a finance document.

Auth: Bearer token · finance.view

GET /api/v1/finance/documents/:id/status

Poll document generation status.

Auth: Bearer token · finance.view

GET /api/v1/finance/documents/:id/download

Download a generated PDF.

Auth: Bearer token · finance.view

GET /api/v1/finance/documents/:type/:id/latest

Get the most recently generated PDF for an entity.

Auth: Bearer token · finance.view

POST /api/v1/finance/documents/:type/:id/send-with-pdf

Send an email with the PDF attached.

Auth: Bearer token · finance.edit

Delivery Challans

Goods delivery tracking documents.

POST /api/v1/finance/delivery-challans

Create a new delivery challan.

Auth: Bearer token · finance.create

GET /api/v1/finance/delivery-challans

List delivery challans.

Auth: Bearer token · finance.view

GET /api/v1/finance/delivery-challans/:id

Get delivery challan by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/delivery-challans/:id

Update a delivery challan.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/delivery-challans/:id

Delete a delivery challan.

Auth: Bearer token · finance.delete

POST /api/v1/finance/delivery-challans/:id/status

Update delivery challan status.

Auth: Bearer token · finance.edit

Packages

Package/shipment tracking.

POST /api/v1/finance/packages

Create a new package.

Auth: Bearer token · finance.create

GET /api/v1/finance/packages

List packages.

Auth: Bearer token · finance.view

GET /api/v1/finance/packages/:id

Get package by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/packages/:id

Update a package.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/packages/:id

Delete a package.

Auth: Bearer token · finance.delete

POST /api/v1/finance/packages/:id/status

Update package status.

Auth: Bearer token · finance.edit

Companies

Multi-entity company management.

POST /api/v1/finance/companies

Create a new company.

Auth: Bearer token · finance.create

GET /api/v1/finance/companies

List companies.

Auth: Bearer token · finance.view

GET /api/v1/finance/companies/:id

Get company by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/companies/:id

Update a company.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/companies/:id

Delete a company.

Auth: Bearer token · finance.delete

Cost Centers

Cost center hierarchy for expense tracking.

POST /api/v1/finance/cost-centers

Create a new cost center.

Auth: Bearer token · finance.create

GET /api/v1/finance/cost-centers

List cost centers.

Auth: Bearer token · finance.view

GET /api/v1/finance/cost-centers/hierarchy

Get cost center hierarchy tree.

Auth: Bearer token · finance.view

GET /api/v1/finance/cost-centers/:id

Get cost center by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/cost-centers/:id

Update a cost center.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/cost-centers/:id

Delete a cost center.

Auth: Bearer token · finance.delete

Projects

Financial project tracking.

POST /api/v1/finance/projects

Create a new financial project.

Auth: Bearer token · finance.create

GET /api/v1/finance/projects

List financial projects.

Auth: Bearer token · finance.view

GET /api/v1/finance/projects/:id

Get project by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/projects/:id

Update a project.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/projects/:id

Delete a project.

Auth: Bearer token · finance.delete

Product Lines

Product line categorization.

POST /api/v1/finance/product-lines

Create a new product line.

Auth: Bearer token · finance.create

GET /api/v1/finance/product-lines

List product lines.

Auth: Bearer token · finance.view

GET /api/v1/finance/product-lines/:id

Get product line by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/product-lines/:id

Update a product line.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/product-lines/:id

Delete a product line.

Auth: Bearer token · finance.delete

Lines of Business

Business line segmentation.

POST /api/v1/finance/lob

Create a new line of business.

Auth: Bearer token · finance.create

GET /api/v1/finance/lob

List lines of business.

Auth: Bearer token · finance.view

GET /api/v1/finance/lob/:id

Get line of business by ID.

Auth: Bearer token · finance.view

PUT /api/v1/finance/lob/:id

Update a line of business.

Auth: Bearer token · finance.edit

DELETE /api/v1/finance/lob/:id

Delete a line of business.

Auth: Bearer token · finance.delete

Item Ledger

Item transaction history.

GET /api/v1/finance/item-ledger

List ledger entries by item with optional date range.

Auth: Bearer token · finance.view

GET /api/v1/finance/item-ledger/by-reference/:type/:id

Get ledger entries by reference type and ID.

Auth: Bearer token · finance.view

Activities

Finance module activity tracking.

POST /api/v1/finance/activities

Create a new activity entry.

Auth: Bearer token · finance.create

GET /api/v1/finance/activities

List activities for a specific entity.

Auth: Bearer token · finance.view

Attachments

File attachments for financial documents.

POST /api/v1/finance/attachments

Create a new attachment record.

Auth: Bearer token · finance.create

GET /api/v1/finance/attachments/by-entity/:entityType/:entityId

List attachments for an entity.

Auth: Bearer token · finance.view

DELETE /api/v1/finance/attachments/:id

Delete an attachment.

Auth: Bearer token · finance.delete

Countries

Country reference data.

GET /api/v1/finance/countries

List active countries with optional search.

Auth: Bearer token · finance.view