Overview
Journal entry tools provide full CRUD operations plus multi-level approval workflow for general ledger entries.CRUD Tools
finance_journal_entry_create
Create a new journal entry. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Unique entry ID |
tran_date | string | Yes | Transaction date (YYYY-MM-DD) |
posting_period_id | string | Yes | Accounting period |
memo | string | No | Entry description |
lines | array | Yes | Journal entry lines |
finance_journal_entry_get
Retrieve a journal entry by ID. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Journal entry ID |
finance_journal_entry_list
List journal entries with filters. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
status | string | No | Filter by status |
posting_period_id | string | No | Filter by period |
start_date | string | No | Filter by date range |
end_date | string | No | Filter by date range |
limit | number | No | Results per page |
offset | number | No | Pagination offset |
finance_journal_entry_update
Update a draft journal entry. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Journal entry ID |
memo | string | No | Updated memo |
lines | array | No | Updated lines |
finance_journal_entry_delete
Delete a draft journal entry. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Journal entry ID |
Workflow Tools
finance_journal_entry_submit
Submit a journal entry for approval. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Journal entry ID |
idempotency_key | string | No | Prevent duplicates |
finance_journal_entry_approve_l1
Level 1 approval. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Journal entry ID |
comments | string | No | Approval comments |
idempotency_key | string | No | Prevent duplicates |
finance_journal_entry_approve_l2
Level 2 approval. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Journal entry ID |
comments | string | No | Approval comments |
idempotency_key | string | No | Prevent duplicates |
finance_journal_entry_reject
Reject a journal entry. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Journal entry ID |
reason | string | Yes | Rejection reason |
finance_journal_entry_request_change
Request changes to a journal entry. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Journal entry ID |
comments | string | Yes | Requested changes |
finance_journal_entry_hold
Place a journal entry on hold. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Journal entry ID |
reason | string | No | Hold reason |
finance_journal_entry_unhold
Remove a journal entry from hold. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Journal entry ID |
finance_journal_entry_post
Post a journal entry to the general ledger. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Journal entry ID |
idempotency_key | string | No | Prevent duplicates |
finance_journal_entry_reverse
Create a reversing entry. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Original entry ID |
reversal_date | string | Yes | Date for reversal |
memo | string | No | Reversal memo |
finance_journal_entry_void
Void a journal entry. Parameters:| Parameter | Type | Required | Description |
|---|---|---|---|
entry_id | string | Yes | Journal entry ID |
reason | string | Yes | Void reason |