# DualEntry Documentation

## Docs

- [How to Use the AI Accounting Copilot](https://docs.dualentry.com/accountants/ai-automation/ai-accounting-copilot.md): Use the DualEntry AI Accounting Copilot to q…
- [Anomaly Detection](https://docs.dualentry.com/accountants/ai-automation/anomaly-detection.md): How DualEntry anomaly detection surfaces unu…
- [How to Use Automated Categorization](https://docs.dualentry.com/accountants/ai-automation/automated-categorization.md): Configure DualEntry to automatically categor…
- [How to Run Bulk Updates and Reclasses](https://docs.dualentry.com/accountants/ai-automation/bulk-update-and-reclass.md): Update or reclassify large numbers of transa…
- [AI Features Overview](https://docs.dualentry.com/accountants/ai-automation/index.md): Overview of DualEntry AI features - Accounti…
- [How to Upload Bills and Receipts via OCR](https://docs.dualentry.com/accountants/ai-automation/ocr-document-upload.md): Upload bills and receipts to DualEntry as im…
- [Spotlight Search Reference](https://docs.dualentry.com/accountants/ai-automation/spotlight-search.md): Reference for DualEntry Spotlight Search cov…
- [How to Track 1099-Eligible Spend](https://docs.dualentry.com/accountants/core-financials/accounts-payable/1099-tracking.md): Configure vendors as 1099-eligible in DualEn…
- [How to Record and Manage Bills](https://docs.dualentry.com/accountants/core-financials/accounts-payable/bill-management.md): Enter, edit, approve, and post vendor bills…
- [Accounts Payable](https://docs.dualentry.com/accountants/core-financials/accounts-payable/index.md): Manage the full vendor spend lifecycle in Du…
- [Purchase Orders Reference](https://docs.dualentry.com/accountants/core-financials/accounts-payable/purchase-orders.md): Reference for DualEntry purchase orders: req…
- [How to Pay Vendors](https://docs.dualentry.com/accountants/core-financials/accounts-payable/vendor-payments.md): Record vendor payments in DualEntry: single…
- [How to Record Customer Payments](https://docs.dualentry.com/accountants/core-financials/accounts-receivable/customer-payments.md): Apply customer payments to open invoices in…
- [Customer Statements](https://docs.dualentry.com/accountants/core-financials/accounts-receivable/customer-statements.md): Generate, customize, and send professional A…
- [Accounts Receivable](https://docs.dualentry.com/accountants/core-financials/accounts-receivable/index.md): Manage the revenue side of your business in…
- [How to Invoice Customers and Run Dunning](https://docs.dualentry.com/accountants/core-financials/accounts-receivable/invoicing-and-dunning.md): Generate, send, and track customer invoices…
- [Order Management Reference](https://docs.dualentry.com/accountants/core-financials/accounts-receivable/order-management.md): Reference for sales orders in DualEntry: ord…
- [How to Connect Bank Accounts](https://docs.dualentry.com/accountants/core-financials/cash-management/bank-connections.md): Connect your bank accounts to DualEntry for…
- [Cash Management](https://docs.dualentry.com/accountants/core-financials/cash-management/index.md): Manage cash in DualEntry with automated bank…
- [How to Reconcile Balance-Sheet Accounts](https://docs.dualentry.com/accountants/core-financials/close-management/account-reconciliation.md): Reconcile balance-sheet accounts in DualEntr…
- [Bank Match AI](https://docs.dualentry.com/accountants/core-financials/close-management/bank-match-ai.md): How DualEntry's Bank Match AI matches bank f…
- [How to Reconcile Bank Accounts](https://docs.dualentry.com/accountants/core-financials/close-management/bank-reconciliation.md): Reconcile bank activity against your ledger…
- [How to Run Flux Analysis](https://docs.dualentry.com/accountants/core-financials/close-management/flux-analysis.md): Compare period-over-period balances in DualE…
- [Close Management](https://docs.dualentry.com/accountants/core-financials/close-management/index.md): Overview of DualEntry Close Management - mon…
- [Tutorial: Run a Month-End Close](https://docs.dualentry.com/accountants/core-financials/close-management/month-end-close-checklist.md): Step-by-step tutorial for running a month-en…
- [How to Manage Fixed Assets](https://docs.dualentry.com/accountants/core-financials/fixed-asset-management.md): Track fixed assets in DualEntry across acqui…
- [How to Configure the Chart of Accounts](https://docs.dualentry.com/accountants/core-financials/general-ledger/chart-of-accounts.md): Set up and maintain your DualEntry chart of…
- [General Ledger](https://docs.dualentry.com/accountants/core-financials/general-ledger/index.md): Overview of the DualEntry General Ledger - c…
- [Journal Entries: Reference](https://docs.dualentry.com/accountants/core-financials/general-ledger/journal-entries.md): Reference for DualEntry journal entries, cov…
- [How to Lock and Unlock Accounting Periods](https://docs.dualentry.com/accountants/core-financials/general-ledger/period-locking.md): Lock and unlock accounting periods in DualEn…
- [Tax Management](https://docs.dualentry.com/accountants/core-financials/tax-management/index.md): Overview of DualEntry's native tax managemen…
- [Non-US Taxes](https://docs.dualentry.com/accountants/core-financials/tax-management/non-us-taxes.md): How to configure and apply VAT and GST in Du…
- [US Taxes](https://docs.dualentry.com/accountants/core-financials/tax-management/us-taxes.md): How to configure and apply US sales and use…
- [Frequently Asked Questions: Capabilities and Limits](https://docs.dualentry.com/accountants/get-started/faq.md): Honest answers to common questions about wha…
- [Migrating from NetSuite](https://docs.dualentry.com/accountants/get-started/from-netsuite.md): Migrate from NetSuite to DualEntry: subsidia…
- [Migrating from QuickBooks or Xero](https://docs.dualentry.com/accountants/get-started/from-quickbooks-xero.md): Migration guide for teams moving to DualEntr…
- [DualEntry Documentation](https://docs.dualentry.com/accountants/get-started/index.md): Documentation for accountants using DualEntr…
- [Key Concepts: DualEntry's Data Model](https://docs.dualentry.com/accountants/get-started/key-concepts.md): How entities, periods, transactions, and cla…
- [Keyboard Shortcuts](https://docs.dualentry.com/accountants/get-started/keyboard-shortcuts.md): Complete reference for keyboard shortcuts in…
- [Tutorial: Your First Week with DualEntry](https://docs.dualentry.com/accountants/get-started/quickstart-first-week.md): Step-by-step tutorial taking a new DualEntry…
- [ADP TotalSource Integration: Connect and Payroll Sync](https://docs.dualentry.com/accountants/integrations/adp.md): Connect ADP TotalSource to DualEntry, map lo…
- [Avalara AvaTax Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/avalara.md): Connect Avalara AvaTax to DualEntry to calcu…
- [AvidXchange Integration: Setup and File Exchange](https://docs.dualentry.com/accountants/integrations/avid.md): Connect AvidXchange to DualEntry to exchange…
- [Banking Connections: Paths, Sync, and Security](https://docs.dualentry.com/accountants/integrations/banking-connections.md): How DualEntry's banking connections work: wh…
- [Bill.com Integration: Setup, Mapping, and AP Sync](https://docs.dualentry.com/accountants/integrations/bill-com.md): Connect Bill.com to DualEntry to sync vendor…
- [Brex Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/brex.md): Connect Brex to DualEntry to sync your Chart…
- [Bulk Import: Load Records from a File](https://docs.dualentry.com/accountants/integrations/bulk-import.md): Bulk-import records from a CSV or XLSX file…
- [Chargebee Integration: RevRec Journal Posting](https://docs.dualentry.com/accountants/integrations/chargebee.md): Configure Chargebee RevRec Premium to post r…
- [SAP Concur Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/concur.md): Connect SAP Concur to DualEntry to import ap…
- [Cubby Storage Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/cubby.md): Connect Cubby Storage to DualEntry to import…
- [Deel Integration: OAuth Setup and AP Sync](https://docs.dualentry.com/accountants/integrations/deel.md): Connect Deel to DualEntry with OAuth2, map l…
- [Float Integration: Feed Cash-Flow Forecasts](https://docs.dualentry.com/accountants/integrations/float.md): Push DualEntry actuals, receivables, and pay…
- [Gusto Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/gusto.md): Connect Gusto to DualEntry to sync each payr…
- [HubSpot Integration: OAuth, settings, and revenue objects](https://docs.dualentry.com/accountants/integrations/hubspot.md): Connect HubSpot with OAuth2, configure GL ma…
- [DualEntry Integrations](https://docs.dualentry.com/accountants/integrations/index.md): Overview of DualEntry integrations - Stripe,…
- [Justworks Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/justworks.md): Connect Justworks to DualEntry to sync each…
- [Kintsugi Sales Tax Integration: Read-Only Setup](https://docs.dualentry.com/accountants/integrations/kintsugi.md): Connect DualEntry to Kintsugi with a read-on…
- [Retry, Resync, and Archive: Managing Integration Syncs](https://docs.dualentry.com/accountants/integrations/managing-syncs.md): Understand the difference between retry, res…
- [PayWay Integration: Match Gateway Payments](https://docs.dualentry.com/accountants/integrations/payway.md): Bring PayWay gateway payments, fees, and ref…
- [Pleo Integration: Sync Company Card Spend](https://docs.dualentry.com/accountants/integrations/pleo.md): Import Pleo company card spend, employee exp…
- [PostgreSQL Integration: Export Credentials Setup](https://docs.dualentry.com/accountants/integrations/postgresql.md): Register PostgreSQL as a DualEntry export de…
- [Ramp Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/ramp.md): Connect Ramp to DualEntry for automatic bidi…
- [Salesforce Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/salesforce.md): Connect Salesforce with OAuth, configure GL…
- [SiteLink Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/sitelink.md): Connect SiteLink self-storage management sof…
- [Snowflake Integration: Export Credentials Setup](https://docs.dualentry.com/accountants/integrations/snowflake.md): Register Snowflake as a DualEntry export des…
- [Stripe Integration: Setup and Sync](https://docs.dualentry.com/accountants/integrations/stripe.md): Connect your Stripe account to DualEntry to…
- [Tax1099 Integration: Setup and E-Filing](https://docs.dualentry.com/accountants/integrations/tax1099.md): Connect Tax1099 to DualEntry to e-file 1099-…
- [Webhooks: Notify external systems on record changes](https://docs.dualentry.com/accountants/integrations/webhooks.md): Register HTTPS endpoints that receive signed…
- [Weel Integration: Sync Corporate Card Spend](https://docs.dualentry.com/accountants/integrations/weel.md): Import Weel corporate card transactions and…
- [Zapier Integration: Setup, Authentication, and Actions](https://docs.dualentry.com/accountants/integrations/zapier.md): Connect DualEntry to Zapier with an organiza…
- [Zoho Books Integration: OAuth, AR Sync, and Custom Fields](https://docs.dualentry.com/accountants/integrations/zoho.md): Connect Zoho Books to DualEntry via OAuth2 t…
- [How to Configure Approval Workflows](https://docs.dualentry.com/accountants/platform-configuration/approval-workflows.md): Build approval workflows in DualEntry with m…
- [Audit Trail and Compliance](https://docs.dualentry.com/accountants/platform-configuration/audit-trail-and-compliance.md): How DualEntry's audit trail works, what acti…
- [How to Configure Budgets and Forecasts](https://docs.dualentry.com/accountants/platform-configuration/budgeting-and-forecasting.md): Set up budgets and rolling forecasts in Dual…
- [How to Configure Multi-Currency](https://docs.dualentry.com/accountants/platform-configuration/multi-currency-setup.md): Enable and configure multi-currency in DualE…
- [How to Configure Multi-Entity and Consolidation](https://docs.dualentry.com/accountants/platform-configuration/multi-entity-consolidation.md): Configure multi-entity structures in DualEnt…
- [How to Configure Multiple Fiscal Calendars](https://docs.dualentry.com/accountants/platform-configuration/multi-fiscal-calendar.md): Configure multiple fiscal calendars per enti…
- [Organization Settings](https://docs.dualentry.com/accountants/platform-configuration/organization-settings.md): Configure branding, accounting preferences,…
- [Security and Compliance](https://docs.dualentry.com/accountants/platform-configuration/security-and-compliance.md): Overview of DualEntry's security program, SO…
- [How to Configure Subscription Billing](https://docs.dualentry.com/accountants/platform-configuration/subscription-billing.md): Set up subscription billing in DualEntry usi…
- [User Roles and Permissions Reference](https://docs.dualentry.com/accountants/platform-configuration/user-roles-and-permissions.md): Reference for the role-based permission mode…
- [Aging Reports Reference](https://docs.dualentry.com/accountants/reporting-analytics/aging-reports.md): Reference for AR and AP aging reports in Dua…
- [How to Use the Custom Report Builder](https://docs.dualentry.com/accountants/reporting-analytics/custom-report-builder.md): Build, save, and share custom reports in Dua…
- [How to Build Dashboards](https://docs.dualentry.com/accountants/reporting-analytics/dashboards.md): Compose dashboards in DualEntry from saved r…
- [How to Export Reports and Manage Report Groups](https://docs.dualentry.com/accountants/reporting-analytics/exporting-and-report-groups.md): Export DualEntry reports to CSV, Excel, or P…
- [Flux Analysis](https://docs.dualentry.com/accountants/reporting-analytics/flux-reporting.md): Compare financial periods side by side, flag…
- [Reporting and Analytics](https://docs.dualentry.com/accountants/reporting-analytics/index.md): Overview of DualEntry reporting - standard f…
- [How to Run Multi-Currency Reports](https://docs.dualentry.com/accountants/reporting-analytics/multi-currency-reporting.md): Generate reports in functional or reporting…
- [Standard Financial Statements Reference](https://docs.dualentry.com/accountants/reporting-analytics/standard-financial-statements.md): Reference for the standard financial stateme…
- [Configure Allocations and Standalone Selling Price](https://docs.dualentry.com/accountants/revenue-recognition/allocations-and-ssp.md): Configure standalone selling price on items…
- [ASC 606 in DualEntry](https://docs.dualentry.com/accountants/revenue-recognition/asc-606.md): Walk through how DualEntry implements the fi…
- [Change Orders, Terminations, and Renewals](https://docs.dualentry.com/accountants/revenue-recognition/change-orders-terminations-renewals.md): Process contract change orders, terminations…
- [Revenue Recognition](https://docs.dualentry.com/accountants/revenue-recognition/index.md): Overview of DualEntry's ASC 606 revenue reco…
- [Migrate Mid-Life Contracts](https://docs.dualentry.com/accountants/revenue-recognition/migrate-mid-life-contracts.md): How to use the cutover date and accumulated…
- [Revenue Recognition Reporting Reference](https://docs.dualentry.com/accountants/revenue-recognition/reporting.md): Reference for the revenue recognition report…
- [Sync Stripe Subscriptions for Revenue Recognition](https://docs.dualentry.com/accountants/revenue-recognition/stripe-revenue-sync.md): Connect Stripe to DualEntry so subscription…
- [Create account (v1)](https://docs.dualentry.com/developers/api/resources-v1/accounts/create-account.md): Create a new account in the chart of account…
- [Get account (v1)](https://docs.dualentry.com/developers/api/resources-v1/accounts/get-account.md): Retrieve a specific account by number with a…
- [List accounts (v1)](https://docs.dualentry.com/developers/api/resources-v1/accounts/list-accounts.md): Retrieve a paginated list of chart of accoun…
- [Get approval actions for execution state (v1)](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/get-approval-actions-for-execution-state.md): Retrieve all approval actions (history) for…
- [Get execution state by ID (v1)](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/get-execution-state-by-id.md): Retrieve a single workflow execution state b…
- [Get roles for workflow conditions (v1)](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/get-roles-for-workflow-conditions.md): Returns all active roles that can be used in…
- [Get workflow by ID (v1)](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/get-workflow-by-id.md): Retrieve a single approval workflow by its I…
- [Get workflow version history (v1)](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/get-workflow-version-history.md): Retrieve version history for a workflow incl…
- [List approval actions (v1)](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/list-approval-actions.md): Retrieve a paginated list of approval action…
- [List execution states (v1)](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/list-execution-states.md): Retrieve a paginated list of workflow execut…
- [List workflows (v1)](https://docs.dualentry.com/developers/api/resources-v1/approval-policies/list-workflows.md): Retrieve a paginated list of approval workfl…
- [Create BankTransfer record (v1)](https://docs.dualentry.com/developers/api/resources-v1/bank-transfers/create-banktransfer-record.md): Create a new BankTransfer record with the pr…
- [Get BankTransfer record (v1)](https://docs.dualentry.com/developers/api/resources-v1/bank-transfers/get-banktransfer-record.md): Retrieve a specific BankTransfer record by i…
- [List BankTransfer records (v1)](https://docs.dualentry.com/developers/api/resources-v1/bank-transfers/list-banktransfer-records.md): Retrieve a paginated list of BankTransfer re…
- [Update BankTransfer record (v1)](https://docs.dualentry.com/developers/api/resources-v1/bank-transfers/update-banktransfer-record.md): Update an existing BankTransfer record with…
- [Create Bill record (v1)](https://docs.dualentry.com/developers/api/resources-v1/bills/create-bill-record.md): Create a new Bill record with the provided d…
- [Create Bill record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/bills/create-bill-record-attachments.md): Upload attachments to a Bill record.
- [Get Bill record (v1)](https://docs.dualentry.com/developers/api/resources-v1/bills/get-bill-record.md): Retrieve a specific Bill record by its recor…
- [List Bill records (v1)](https://docs.dualentry.com/developers/api/resources-v1/bills/list-bill-records.md): Retrieve a paginated list of Bill records wi…
- [Update Bill record (v1)](https://docs.dualentry.com/developers/api/resources-v1/bills/update-bill-record.md): Update an existing Bill record with the prov…
- [Update Bill record (partial) (v1)](https://docs.dualentry.com/developers/api/resources-v1/bills/update-bill-record-partial.md): Partially update an existing Bill record.
- [Get budget (v1)](https://docs.dualentry.com/developers/api/resources-v1/budgets/get-budget.md): Retrieve a specific budget by ID with all re…
- [List budgets (v1)](https://docs.dualentry.com/developers/api/resources-v1/budgets/list-budgets.md): Retrieve a paginated list of budgets with fi…
- [Create CashSale record (v1)](https://docs.dualentry.com/developers/api/resources-v1/cash-sales/create-cashsale-record.md): Create a new CashSale record with the provid…
- [Create CashSale record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/cash-sales/create-cashsale-record-attachments.md): Upload attachments to a CashSale record.
- [Get CashSale record (v1)](https://docs.dualentry.com/developers/api/resources-v1/cash-sales/get-cashsale-record.md): Retrieve a specific CashSale record by its r…
- [List CashSale records (v1)](https://docs.dualentry.com/developers/api/resources-v1/cash-sales/list-cashsale-records.md): Retrieve a paginated list of CashSale record…
- [Update CashSale record (v1)](https://docs.dualentry.com/developers/api/resources-v1/cash-sales/update-cashsale-record.md): Update an existing CashSale record with the…
- [List Classification Lines (v1)](https://docs.dualentry.com/developers/api/resources-v1/classifications-lines/list-classification-lines.md): Retrieve a paginated list of classification…
- [Create Classification (v1)](https://docs.dualentry.com/developers/api/resources-v1/classifications/create-classification.md): Create a classification dimension used to ta…
- [Delete Classification (v1)](https://docs.dualentry.com/developers/api/resources-v1/classifications/delete-classification.md): Delete a classification dimension so it can…
- [Get Classification (v1)](https://docs.dualentry.com/developers/api/resources-v1/classifications/get-classification.md): Retrieve a single classification dimension b…
- [List Classifications (v1)](https://docs.dualentry.com/developers/api/resources-v1/classifications/list-classifications.md): Retrieve a paginated list of classification…
- [Update Classification (v1)](https://docs.dualentry.com/developers/api/resources-v1/classifications/update-classification.md): Update an existing classification dimension'…
- [Update classification (partial) (v1)](https://docs.dualentry.com/developers/api/resources-v1/classifications/update-classification-partial.md): Update specific fields on a classification.
- [Get company (v1)](https://docs.dualentry.com/developers/api/resources-v1/companies/get-company.md): Retrieve a specific company by ID with all r…
- [List companies (v1)](https://docs.dualentry.com/developers/api/resources-v1/companies/list-companies.md): Retrieve a paginated list of companies with…
- [Create Contract (v1)](https://docs.dualentry.com/developers/api/resources-v1/contracts/create-contract.md): Create a revenue recognition contract with i…
- [Get Contract (v1)](https://docs.dualentry.com/developers/api/resources-v1/contracts/get-contract.md): Retrieve a single revenue recognition contra…
- [List Contracts (v1)](https://docs.dualentry.com/developers/api/resources-v1/contracts/list-contracts.md): Retrieve a paginated list of revenue recogni…
- [List usage records for a contract (v1)](https://docs.dualentry.com/developers/api/resources-v1/contracts/list-usage-records-for-a-contract.md): Return all usage records for a given contrac…
- [Upsert usage records for contract obligations (v1)](https://docs.dualentry.com/developers/api/resources-v1/contracts/upsert-usage-records-for-contract-obligations.md): Create or update usage records in batch. Ite…
- [Create custom field (v1)](https://docs.dualentry.com/developers/api/resources-v1/custom-fields/create-custom-field.md): Create a new custom field definition.
- [Delete custom field (v1)](https://docs.dualentry.com/developers/api/resources-v1/custom-fields/delete-custom-field.md): Delete a custom field definition.
- [Get custom field (v1)](https://docs.dualentry.com/developers/api/resources-v1/custom-fields/get-custom-field.md): Retrieve a specific custom field definition…
- [List custom fields (v1)](https://docs.dualentry.com/developers/api/resources-v1/custom-fields/list-custom-fields.md): Retrieve a paginated list of custom field de…
- [Update custom field (v1)](https://docs.dualentry.com/developers/api/resources-v1/custom-fields/update-custom-field.md): Update an existing custom field definition.
- [Create CustomerCredit record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-credits/create-customercredit-record.md): Create a new CustomerCredit record with the…
- [Get CustomerCredit record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-credits/get-customercredit-record.md): Retrieve a specific CustomerCredit record by…
- [List CustomerCredit records (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-credits/list-customercredit-records.md): Retrieve a paginated list of CustomerCredit…
- [Update CustomerCredit record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-credits/update-customercredit-record.md): Update an existing CustomerCredit record wit…
- [Create CustomerDeposit record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-deposits/create-customerdeposit-record.md): Create a new CustomerDeposit record with the…
- [Create CustomerDeposit record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-deposits/create-customerdeposit-record-attachments.md): Upload attachments to a CustomerDeposit reco…
- [Get CustomerDeposit record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-deposits/get-customerdeposit-record.md): Retrieve a specific CustomerDeposit record b…
- [List CustomerDeposit records (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-deposits/list-customerdeposit-records.md): Retrieve a paginated list of CustomerDeposit…
- [Update CustomerDeposit record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-deposits/update-customerdeposit-record.md): Update an existing CustomerDeposit record wi…
- [Create CustomerPayment record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-payments/create-customerpayment-record.md): Create a new CustomerPayment record with the…
- [Get CustomerPayment record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-payments/get-customerpayment-record.md): Retrieve a specific CustomerPayment record b…
- [List CustomerPayment records (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-payments/list-customerpayment-records.md): Retrieve a paginated list of CustomerPayment…
- [Update CustomerPayment record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-payments/update-customerpayment-record.md): Update an existing CustomerPayment record wi…
- [Update CustomerPayment record (partial) (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-payments/update-customerpayment-record-partial.md): Partially update an existing CustomerPayment…
- [Create CustomerPrepaymentApplication record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayment-applications/create-customerprepaymentapplication-record.md): Create a new CustomerPrepaymentApplication r…
- [Create CustomerPrepaymentApplication record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayment-applications/create-customerprepaymentapplication-record-attachments.md): Upload attachments to a CustomerPrepaymentAp…
- [Get CustomerPrepaymentApplication record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayment-applications/get-customerprepaymentapplication-record.md): Retrieve a specific CustomerPrepaymentApplic…
- [List CustomerPrepaymentApplication records (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayment-applications/list-customerprepaymentapplication-records.md): Retrieve a paginated list of CustomerPrepaym…
- [Update CustomerPrepaymentApplication record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayment-applications/update-customerprepaymentapplication-record.md): Update an existing CustomerPrepaymentApplica…
- [Create CustomerPrepayment record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayments/create-customerprepayment-record.md): Create a new CustomerPrepayment record with…
- [Create CustomerPrepayment record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayments/create-customerprepayment-record-attachments.md): Upload attachments to a CustomerPrepayment r…
- [Get CustomerPrepayment record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayments/get-customerprepayment-record.md): Retrieve a specific CustomerPrepayment recor…
- [List CustomerPrepayment records (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayments/list-customerprepayment-records.md): Retrieve a paginated list of CustomerPrepaym…
- [Update CustomerPrepayment record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-prepayments/update-customerprepayment-record.md): Update an existing CustomerPrepayment record…
- [Create CustomerRefund record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-refunds/create-customerrefund-record.md): Create a new CustomerRefund record with the…
- [Create CustomerRefund record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-refunds/create-customerrefund-record-attachments.md): Upload attachments to a CustomerRefund recor…
- [Get CustomerRefund record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-refunds/get-customerrefund-record.md): Retrieve a specific CustomerRefund record by…
- [List CustomerRefund records (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-refunds/list-customerrefund-records.md): Retrieve a paginated list of CustomerRefund…
- [Update CustomerRefund record (v1)](https://docs.dualentry.com/developers/api/resources-v1/customer-refunds/update-customerrefund-record.md): Update an existing CustomerRefund record wit…
- [Create customer (v1)](https://docs.dualentry.com/developers/api/resources-v1/customers/create-customer.md): Create a new customer record with address in…
- [Delete customer (v1)](https://docs.dualentry.com/developers/api/resources-v1/customers/delete-customer.md): Delete a customer by ID. Fails if the custom…
- [Get customer (v1)](https://docs.dualentry.com/developers/api/resources-v1/customers/get-customer.md): Retrieve a specific customer by ID.
- [List customers (v1)](https://docs.dualentry.com/developers/api/resources-v1/customers/list-customers.md): Retrieve a paginated list of customers with…
- [Update customer (v1)](https://docs.dualentry.com/developers/api/resources-v1/customers/update-customer.md): Update a customer.
- [Update customer (partial) (v1)](https://docs.dualentry.com/developers/api/resources-v1/customers/update-customer-partial.md): Update specific fields on a customer.
- [Create DirectExpense record (v1)](https://docs.dualentry.com/developers/api/resources-v1/direct-expenses/create-directexpense-record.md): Create a new DirectExpense record with the p…
- [Create DirectExpense record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/direct-expenses/create-directexpense-record-attachments.md): Upload attachments to a DirectExpense record.
- [Get DirectExpense record (v1)](https://docs.dualentry.com/developers/api/resources-v1/direct-expenses/get-directexpense-record.md): Retrieve a specific DirectExpense record by…
- [List DirectExpense records (v1)](https://docs.dualentry.com/developers/api/resources-v1/direct-expenses/list-directexpense-records.md): Retrieve a paginated list of DirectExpense r…
- [Update DirectExpense record (v1)](https://docs.dualentry.com/developers/api/resources-v1/direct-expenses/update-directexpense-record.md): Update an existing DirectExpense record with…
- [Archive fixed asset (v1)](https://docs.dualentry.com/developers/api/resources-v1/fixed-assets/archive-fixed-asset.md): Archive a fixed asset by setting its record…
- [Create fixed asset (v1)](https://docs.dualentry.com/developers/api/resources-v1/fixed-assets/create-fixed-asset.md): Create a fixed asset with its depreciation s…
- [Get fixed asset (v1)](https://docs.dualentry.com/developers/api/resources-v1/fixed-assets/get-fixed-asset.md): Retrieve a single fixed asset by record numb…
- [List fixed assets (v1)](https://docs.dualentry.com/developers/api/resources-v1/fixed-assets/list-fixed-assets.md): Retrieve a paginated list of fixed assets wi…
- [Patch fixed asset (v1)](https://docs.dualentry.com/developers/api/resources-v1/fixed-assets/patch-fixed-asset.md): Partially update a fixed asset; send only th…
- [Update fixed asset (v1)](https://docs.dualentry.com/developers/api/resources-v1/fixed-assets/update-fixed-asset.md): Fully update a fixed asset, including its de…
- [API Health Check (v1)](https://docs.dualentry.com/developers/api/resources-v1/health/api-health-check.md): Verify that the DualEntry Public API is oper…
- [Get inbox summary (v1)](https://docs.dualentry.com/developers/api/resources-v1/inbox/get-inbox-summary.md): Get counts of pending approvals in the inbox…
- [Get record inbox details (v1)](https://docs.dualentry.com/developers/api/resources-v1/inbox/get-record-inbox-details.md): Retrieve approval details for a specific non…
- [Get transaction inbox details (v1)](https://docs.dualentry.com/developers/api/resources-v1/inbox/get-transaction-inbox-details.md): Retrieve approval details for a specific tra…
- [List records inbox (v1)](https://docs.dualentry.com/developers/api/resources-v1/inbox/list-records-inbox.md): Retrieve all non-monetary records (customers…
- [List transactions inbox (v1)](https://docs.dualentry.com/developers/api/resources-v1/inbox/list-transactions-inbox.md): Retrieve all transactions (invoices, bills,…
- [Create Invoice record (v1)](https://docs.dualentry.com/developers/api/resources-v1/invoices/create-invoice-record.md): Create a new Invoice record with the provide…
- [Create Invoice record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/invoices/create-invoice-record-attachments.md): Upload attachments to a Invoice record.
- [Get Invoice record (v1)](https://docs.dualentry.com/developers/api/resources-v1/invoices/get-invoice-record.md): Retrieve a specific Invoice record by its re…
- [List Invoice records (v1)](https://docs.dualentry.com/developers/api/resources-v1/invoices/list-invoice-records.md): Retrieve a paginated list of Invoice records…
- [Replace Invoice record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/invoices/replace-invoice-record-attachments.md): Replace all attachments on a Invoice record.…
- [Update Invoice record (v1)](https://docs.dualentry.com/developers/api/resources-v1/invoices/update-invoice-record.md): Update an existing Invoice record with the p…
- [Update Invoice record (partial) (v1)](https://docs.dualentry.com/developers/api/resources-v1/invoices/update-invoice-record-partial.md): Partially update an existing Invoice record.
- [Create Item (v1)](https://docs.dualentry.com/developers/api/resources-v1/items/create-item.md): Create an item (product or service) with pri…
- [Delete Item (v1)](https://docs.dualentry.com/developers/api/resources-v1/items/delete-item.md): Delete an item so it can no longer be added…
- [Get Item (v1)](https://docs.dualentry.com/developers/api/resources-v1/items/get-item.md): Retrieve a single item by ID, including its…
- [List Items (v1)](https://docs.dualentry.com/developers/api/resources-v1/items/list-items.md): Retrieve a paginated list of items (products…
- [Update Item (v1)](https://docs.dualentry.com/developers/api/resources-v1/items/update-item.md): Update an existing item's pricing, descripti…
- [Create JournalEntry record (v1)](https://docs.dualentry.com/developers/api/resources-v1/journal-entries/create-journalentry-record.md): Create a new JournalEntry record with the pr…
- [Create JournalEntry record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/journal-entries/create-journalentry-record-attachments.md): Upload attachments to a JournalEntry record.
- [Get JournalEntry record (v1)](https://docs.dualentry.com/developers/api/resources-v1/journal-entries/get-journalentry-record.md): Retrieve a specific JournalEntry record by i…
- [List JournalEntry records (v1)](https://docs.dualentry.com/developers/api/resources-v1/journal-entries/list-journalentry-records.md): Retrieve a paginated list of JournalEntry re…
- [Update JournalEntry record (v1)](https://docs.dualentry.com/developers/api/resources-v1/journal-entries/update-journalentry-record.md): Update an existing JournalEntry record with…
- [Archive paper check (v1)](https://docs.dualentry.com/developers/api/resources-v1/paper-checks/archive-paper-check.md): Archive a paper check by setting its status…
- [Batch print paper checks (v1)](https://docs.dualentry.com/developers/api/resources-v1/paper-checks/batch-print-paper-checks.md): Print multiple queued paper checks in a batc…
- [Get paper check (v1)](https://docs.dualentry.com/developers/api/resources-v1/paper-checks/get-paper-check.md): Retrieve a specific paper check by ID.
- [List paper checks (v1)](https://docs.dualentry.com/developers/api/resources-v1/paper-checks/list-paper-checks.md): Retrieve a paginated list of paper checks wi…
- [Print check immediately (v1)](https://docs.dualentry.com/developers/api/resources-v1/paper-checks/print-check-immediately.md): Create and immediately print a paper check f…
- [Queue checks for later printing (v1)](https://docs.dualentry.com/developers/api/resources-v1/paper-checks/queue-checks-for-later-printing.md): Create paper checks for transactions that wi…
- [Create PurchaseOrder record (v1)](https://docs.dualentry.com/developers/api/resources-v1/purchase-orders/create-purchaseorder-record.md): Create a new PurchaseOrder record with the p…
- [Create PurchaseOrder record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/purchase-orders/create-purchaseorder-record-attachments.md): Upload attachments to a PurchaseOrder record.
- [Get PurchaseOrder record (v1)](https://docs.dualentry.com/developers/api/resources-v1/purchase-orders/get-purchaseorder-record.md): Retrieve a specific PurchaseOrder record by…
- [List PurchaseOrder records (v1)](https://docs.dualentry.com/developers/api/resources-v1/purchase-orders/list-purchaseorder-records.md): Retrieve a paginated list of PurchaseOrder r…
- [Update PurchaseOrder record (v1)](https://docs.dualentry.com/developers/api/resources-v1/purchase-orders/update-purchaseorder-record.md): Update an existing PurchaseOrder record with…
- [Create RecurringBill record (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-bills/create-recurringbill-record.md): Create a new RecurringBill record with the p…
- [Delete RecurringBill record (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-bills/delete-recurringbill-record.md): Delete a RecurringBill record.
- [Get RecurringBill record (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-bills/get-recurringbill-record.md): Retrieve a specific RecurringBill record by…
- [List RecurringBill records (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-bills/list-recurringbill-records.md): Retrieve a paginated list of RecurringBill r…
- [Update RecurringBill record (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-bills/update-recurringbill-record.md): Update an existing RecurringBill record with…
- [Create RecurringInvoice record (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-invoices/create-recurringinvoice-record.md): Create a new RecurringInvoice record with th…
- [Delete RecurringInvoice record (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-invoices/delete-recurringinvoice-record.md): Delete a RecurringInvoice record.
- [Get RecurringInvoice record (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-invoices/get-recurringinvoice-record.md): Retrieve a specific RecurringInvoice record…
- [List RecurringInvoice records (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-invoices/list-recurringinvoice-records.md): Retrieve a paginated list of RecurringInvoic…
- [Update RecurringInvoice record (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-invoices/update-recurringinvoice-record.md): Update an existing RecurringInvoice record w…
- [Create RecurringJournalEntry record (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-journal-entries/create-recurringjournalentry-record.md): Create a new RecurringJournalEntry record wi…
- [Delete RecurringJournalEntry record (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-journal-entries/delete-recurringjournalentry-record.md): Delete a RecurringJournalEntry record.
- [Get RecurringJournalEntry record (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-journal-entries/get-recurringjournalentry-record.md): Retrieve a specific RecurringJournalEntry re…
- [List RecurringJournalEntry records (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-journal-entries/list-recurringjournalentry-records.md): Retrieve a paginated list of RecurringJourna…
- [Update RecurringJournalEntry record (v1)](https://docs.dualentry.com/developers/api/resources-v1/recurring-journal-entries/update-recurringjournalentry-record.md): Update an existing RecurringJournalEntry rec…
- [Create SalesOrder record (v1)](https://docs.dualentry.com/developers/api/resources-v1/sales-orders/create-salesorder-record.md): Create a new SalesOrder record with the prov…
- [Create SalesOrder record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/sales-orders/create-salesorder-record-attachments.md): Upload attachments to a SalesOrder record.
- [Get SalesOrder record (v1)](https://docs.dualentry.com/developers/api/resources-v1/sales-orders/get-salesorder-record.md): Retrieve a specific SalesOrder record by its…
- [List SalesOrder records (v1)](https://docs.dualentry.com/developers/api/resources-v1/sales-orders/list-salesorder-records.md): Retrieve a paginated list of SalesOrder reco…
- [Update SalesOrder record (v1)](https://docs.dualentry.com/developers/api/resources-v1/sales-orders/update-salesorder-record.md): Update an existing SalesOrder record with th…
- [Create StatisticalJournal record (v1)](https://docs.dualentry.com/developers/api/resources-v1/statistical-journals/create-statisticaljournal-record.md): Create a new StatisticalJournal record with…
- [Create StatisticalJournal record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/statistical-journals/create-statisticaljournal-record-attachments.md): Upload attachments to a StatisticalJournal r…
- [Delete StatisticalJournal record (v1)](https://docs.dualentry.com/developers/api/resources-v1/statistical-journals/delete-statisticaljournal-record.md): Delete a StatisticalJournal record.
- [Get StatisticalJournal record (v1)](https://docs.dualentry.com/developers/api/resources-v1/statistical-journals/get-statisticaljournal-record.md): Retrieve a specific StatisticalJournal recor…
- [List StatisticalJournal records (v1)](https://docs.dualentry.com/developers/api/resources-v1/statistical-journals/list-statisticaljournal-records.md): Retrieve a paginated list of StatisticalJour…
- [Update StatisticalJournal record (v1)](https://docs.dualentry.com/developers/api/resources-v1/statistical-journals/update-statisticaljournal-record.md): Update an existing StatisticalJournal record…
- [Create VendorCredit record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-credits/create-vendorcredit-record.md): Create a new VendorCredit record with the pr…
- [Get VendorCredit record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-credits/get-vendorcredit-record.md): Retrieve a specific VendorCredit record by i…
- [List VendorCredit records (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-credits/list-vendorcredit-records.md): Retrieve a paginated list of VendorCredit re…
- [Update VendorCredit record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-credits/update-vendorcredit-record.md): Update an existing VendorCredit record with…
- [Create VendorPayment record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-payments/create-vendorpayment-record.md): Create a new VendorPayment record with the p…
- [Get VendorPayment record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-payments/get-vendorpayment-record.md): Retrieve a specific VendorPayment record by…
- [List VendorPayment records (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-payments/list-vendorpayment-records.md): Retrieve a paginated list of VendorPayment r…
- [Update VendorPayment record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-payments/update-vendorpayment-record.md): Update an existing VendorPayment record with…
- [Create VendorPrepaymentApplication record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayment-applications/create-vendorprepaymentapplication-record.md): Create a new VendorPrepaymentApplication rec…
- [Get VendorPrepaymentApplication record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayment-applications/get-vendorprepaymentapplication-record.md): Retrieve a specific VendorPrepaymentApplicat…
- [List VendorPrepaymentApplication records (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayment-applications/list-vendorprepaymentapplication-records.md): Retrieve a paginated list of VendorPrepaymen…
- [Update VendorPrepaymentApplication record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayment-applications/update-vendorprepaymentapplication-record.md): Update an existing VendorPrepaymentApplicati…
- [Create VendorPrepayment record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayments/create-vendorprepayment-record.md): Create a new VendorPrepayment record with th…
- [Get VendorPrepayment record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayments/get-vendorprepayment-record.md): Retrieve a specific VendorPrepayment record…
- [List VendorPrepayment records (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayments/list-vendorprepayment-records.md): Retrieve a paginated list of VendorPrepaymen…
- [Update VendorPrepayment record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-prepayments/update-vendorprepayment-record.md): Update an existing VendorPrepayment record w…
- [Create VendorRefund record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-refunds/create-vendorrefund-record.md): Create a new VendorRefund record with the pr…
- [Create VendorRefund record attachments (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-refunds/create-vendorrefund-record-attachments.md): Upload attachments to a VendorRefund record.
- [Get VendorRefund record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-refunds/get-vendorrefund-record.md): Retrieve a specific VendorRefund record by i…
- [List VendorRefund records (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-refunds/list-vendorrefund-records.md): Retrieve a paginated list of VendorRefund re…
- [Update VendorRefund record (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendor-refunds/update-vendorrefund-record.md): Update an existing VendorRefund record with…
- [Create vendor (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendors/create-vendor.md): Create a new vendor record with address and…
- [Delete vendor (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendors/delete-vendor.md): Delete a vendor by ID. Fails if the vendor i…
- [Get vendor (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendors/get-vendor.md): Retrieve a specific vendor by ID with addres…
- [List vendors (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendors/list-vendors.md): Retrieve a paginated list of vendors with fi…
- [Update vendor (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendors/update-vendor.md): Update a vendor.
- [Update vendor (partial) (v1)](https://docs.dualentry.com/developers/api/resources-v1/vendors/update-vendor-partial.md): Update specific fields on a vendor.
- [Create webhook (v1)](https://docs.dualentry.com/developers/api/resources-v1/webhooks/create-webhook.md): Register a webhook endpoint for events. The…
- [Delete webhook (v1)](https://docs.dualentry.com/developers/api/resources-v1/webhooks/delete-webhook.md): Delete a webhook by UUID.
- [Get webhook (v1)](https://docs.dualentry.com/developers/api/resources-v1/webhooks/get-webhook.md): Retrieve a specific webhook by UUID.
- [List webhook deliveries (v1)](https://docs.dualentry.com/developers/api/resources-v1/webhooks/list-webhook-deliveries.md): List delivery attempts (events) for a specif…
- [List webhook topics (v1)](https://docs.dualentry.com/developers/api/resources-v1/webhooks/list-webhook-topics.md): List all available topics a webhook can subs…
- [List webhooks (v1)](https://docs.dualentry.com/developers/api/resources-v1/webhooks/list-webhooks.md): Retrieve a paginated list of registered webh…
- [Patch webhook (v1)](https://docs.dualentry.com/developers/api/resources-v1/webhooks/patch-webhook.md): Partially update a webhook (URL, topics, act…
- [Update webhook (v1)](https://docs.dualentry.com/developers/api/resources-v1/webhooks/update-webhook.md): Update a webhook: change the URL, replace to…
- [Create account](https://docs.dualentry.com/developers/api/resources-v2/accounts/create-account.md): Create a new account in the chart of account…
- [Get account](https://docs.dualentry.com/developers/api/resources-v2/accounts/get-account.md): Retrieve a specific account by number with a…
- [List accounts](https://docs.dualentry.com/developers/api/resources-v2/accounts/list-accounts.md): Retrieve a paginated list of chart of accoun…
- [Get approval actions for execution state](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/get-approval-actions-for-execution-state.md): Retrieve all approval actions (history) for…
- [Get execution state by ID](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/get-execution-state-by-id.md): Retrieve a single workflow execution state b…
- [Get roles for workflow conditions](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/get-roles-for-workflow-conditions.md): Returns all active roles that can be used in…
- [Get workflow by ID](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/get-workflow-by-id.md): Retrieve a single approval workflow by its I…
- [Get workflow version history](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/get-workflow-version-history.md): Retrieve version history for a workflow incl…
- [List approval actions](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/list-approval-actions.md): Retrieve a paginated list of approval action…
- [List execution states](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/list-execution-states.md): Retrieve a paginated list of workflow execut…
- [List workflows](https://docs.dualentry.com/developers/api/resources-v2/approval-policies/list-workflows.md): Retrieve a paginated list of approval workfl…
- [Check bank-match pipeline progress](https://docs.dualentry.com/developers/api/resources-v2/bank-match/check-bank-match-pipeline-progress.md): See how many bank-feed rows are sitting in e…
- [Confirm a bank-match](https://docs.dualentry.com/developers/api/resources-v2/bank-match/confirm-a-bank-match.md): Record that a bank-feed row corresponds to a…
- [Get one bank-feed transaction](https://docs.dualentry.com/developers/api/resources-v2/bank-match/get-one-bank-feed-transaction.md): Fetch a single bank-feed row by id. Returns…
- [Get one bank-match suggestion](https://docs.dualentry.com/developers/api/resources-v2/bank-match/get-one-bank-match-suggestion.md): Fetch a single suggestion by id. Returns 404…
- [List bank-feed transactions](https://docs.dualentry.com/developers/api/resources-v2/bank-match/list-bank-feed-transactions.md): Return bank-feed rows (one per debit/credit…
- [List bank-match suggestions](https://docs.dualentry.com/developers/api/resources-v2/bank-match/list-bank-match-suggestions.md): Return the suggestions DualEntry has produce…
- [Run the bank-match pipeline now](https://docs.dualentry.com/developers/api/resources-v2/bank-match/run-the-bank-match-pipeline-now.md): Tell DualEntry to look at every bank and cre…
- [Undo a bank-match](https://docs.dualentry.com/developers/api/resources-v2/bank-match/undo-a-bank-match.md): Tear down whatever match currently pairs the…
- [Create BankTransfer record](https://docs.dualentry.com/developers/api/resources-v2/bank-transfers/create-banktransfer-record.md): Create a new BankTransfer record with the pr…
- [Get BankTransfer record](https://docs.dualentry.com/developers/api/resources-v2/bank-transfers/get-banktransfer-record.md): Retrieve a specific BankTransfer record by i…
- [List BankTransfer records](https://docs.dualentry.com/developers/api/resources-v2/bank-transfers/list-banktransfer-records.md): Retrieve a paginated list of BankTransfer re…
- [Update BankTransfer record](https://docs.dualentry.com/developers/api/resources-v2/bank-transfers/update-banktransfer-record.md): Update an existing BankTransfer record with…
- [Create Bill record](https://docs.dualentry.com/developers/api/resources-v2/bills/create-bill-record.md): Create a new Bill record with the provided d…
- [Create Bill record attachments](https://docs.dualentry.com/developers/api/resources-v2/bills/create-bill-record-attachments.md): Upload attachments to a Bill record.
- [Get Bill record](https://docs.dualentry.com/developers/api/resources-v2/bills/get-bill-record.md): Retrieve a specific Bill record by its recor…
- [List Bill records](https://docs.dualentry.com/developers/api/resources-v2/bills/list-bill-records.md): Retrieve a paginated list of Bill records wi…
- [Update Bill record](https://docs.dualentry.com/developers/api/resources-v2/bills/update-bill-record.md): Update an existing Bill record with the prov…
- [Update Bill record (partial)](https://docs.dualentry.com/developers/api/resources-v2/bills/update-bill-record-partial.md): Partially update an existing Bill record.
- [Get budget](https://docs.dualentry.com/developers/api/resources-v2/budgets/get-budget.md): Retrieve a specific budget by ID with all re…
- [List budgets](https://docs.dualentry.com/developers/api/resources-v2/budgets/list-budgets.md): Retrieve a paginated list of budgets with fi…
- [Create CashSale record](https://docs.dualentry.com/developers/api/resources-v2/cash-sales/create-cashsale-record.md): Create a new CashSale record with the provid…
- [Create CashSale record attachments](https://docs.dualentry.com/developers/api/resources-v2/cash-sales/create-cashsale-record-attachments.md): Upload attachments to a CashSale record.
- [Get CashSale record](https://docs.dualentry.com/developers/api/resources-v2/cash-sales/get-cashsale-record.md): Retrieve a specific CashSale record by its r…
- [List CashSale records](https://docs.dualentry.com/developers/api/resources-v2/cash-sales/list-cashsale-records.md): Retrieve a paginated list of CashSale record…
- [Update CashSale record](https://docs.dualentry.com/developers/api/resources-v2/cash-sales/update-cashsale-record.md): Update an existing CashSale record with the…
- [List Classification Lines](https://docs.dualentry.com/developers/api/resources-v2/classifications-lines/list-classification-lines.md): Retrieve a paginated list of classification…
- [Create Classification](https://docs.dualentry.com/developers/api/resources-v2/classifications/create-classification.md): Create a classification dimension used to ta…
- [Delete Classification](https://docs.dualentry.com/developers/api/resources-v2/classifications/delete-classification.md): Delete a classification dimension so it can…
- [Get Classification](https://docs.dualentry.com/developers/api/resources-v2/classifications/get-classification.md): Retrieve a single classification dimension b…
- [List Classifications](https://docs.dualentry.com/developers/api/resources-v2/classifications/list-classifications.md): Retrieve a paginated list of classification…
- [Update Classification](https://docs.dualentry.com/developers/api/resources-v2/classifications/update-classification.md): Update an existing classification dimension'…
- [Update classification (partial)](https://docs.dualentry.com/developers/api/resources-v2/classifications/update-classification-partial.md): Update specific fields on a classification.
- [Get company](https://docs.dualentry.com/developers/api/resources-v2/companies/get-company.md): Retrieve a specific company by ID with all r…
- [List companies](https://docs.dualentry.com/developers/api/resources-v2/companies/list-companies.md): Retrieve a paginated list of companies with…
- [Create Contract](https://docs.dualentry.com/developers/api/resources-v2/contracts/create-contract.md): Create a revenue recognition contract with i…
- [Get Contract](https://docs.dualentry.com/developers/api/resources-v2/contracts/get-contract.md): Retrieve a single revenue recognition contra…
- [List Contracts](https://docs.dualentry.com/developers/api/resources-v2/contracts/list-contracts.md): Retrieve a paginated list of revenue recogni…
- [List usage records for a contract](https://docs.dualentry.com/developers/api/resources-v2/contracts/list-usage-records-for-a-contract.md): Return all usage records for a given contrac…
- [Upsert usage records for contract obligations](https://docs.dualentry.com/developers/api/resources-v2/contracts/upsert-usage-records-for-contract-obligations.md): Create or update usage records in batch. Ite…
- [Create custom field](https://docs.dualentry.com/developers/api/resources-v2/custom-fields/create-custom-field.md): Create a new custom field definition.
- [Delete custom field](https://docs.dualentry.com/developers/api/resources-v2/custom-fields/delete-custom-field.md): Delete a custom field definition.
- [Get custom field](https://docs.dualentry.com/developers/api/resources-v2/custom-fields/get-custom-field.md): Retrieve a specific custom field definition…
- [List custom fields](https://docs.dualentry.com/developers/api/resources-v2/custom-fields/list-custom-fields.md): Retrieve a paginated list of custom field de…
- [Update custom field](https://docs.dualentry.com/developers/api/resources-v2/custom-fields/update-custom-field.md): Update an existing custom field definition.
- [Create CustomerCredit record](https://docs.dualentry.com/developers/api/resources-v2/customer-credits/create-customercredit-record.md): Create a new CustomerCredit record with the…
- [Get CustomerCredit record](https://docs.dualentry.com/developers/api/resources-v2/customer-credits/get-customercredit-record.md): Retrieve a specific CustomerCredit record by…
- [List CustomerCredit records](https://docs.dualentry.com/developers/api/resources-v2/customer-credits/list-customercredit-records.md): Retrieve a paginated list of CustomerCredit…
- [Update CustomerCredit record](https://docs.dualentry.com/developers/api/resources-v2/customer-credits/update-customercredit-record.md): Update an existing CustomerCredit record wit…
- [Create CustomerDeposit record](https://docs.dualentry.com/developers/api/resources-v2/customer-deposits/create-customerdeposit-record.md): Create a new CustomerDeposit record with the…
- [Create CustomerDeposit record attachments](https://docs.dualentry.com/developers/api/resources-v2/customer-deposits/create-customerdeposit-record-attachments.md): Upload attachments to a CustomerDeposit reco…
- [Get CustomerDeposit record](https://docs.dualentry.com/developers/api/resources-v2/customer-deposits/get-customerdeposit-record.md): Retrieve a specific CustomerDeposit record b…
- [List CustomerDeposit records](https://docs.dualentry.com/developers/api/resources-v2/customer-deposits/list-customerdeposit-records.md): Retrieve a paginated list of CustomerDeposit…
- [Update CustomerDeposit record](https://docs.dualentry.com/developers/api/resources-v2/customer-deposits/update-customerdeposit-record.md): Update an existing CustomerDeposit record wi…
- [Create CustomerPayment record](https://docs.dualentry.com/developers/api/resources-v2/customer-payments/create-customerpayment-record.md): Create a new CustomerPayment record with the…
- [Get CustomerPayment record](https://docs.dualentry.com/developers/api/resources-v2/customer-payments/get-customerpayment-record.md): Retrieve a specific CustomerPayment record b…
- [List CustomerPayment records](https://docs.dualentry.com/developers/api/resources-v2/customer-payments/list-customerpayment-records.md): Retrieve a paginated list of CustomerPayment…
- [Update CustomerPayment record](https://docs.dualentry.com/developers/api/resources-v2/customer-payments/update-customerpayment-record.md): Update an existing CustomerPayment record wi…
- [Update CustomerPayment record (partial)](https://docs.dualentry.com/developers/api/resources-v2/customer-payments/update-customerpayment-record-partial.md): Partially update an existing CustomerPayment…
- [Create CustomerPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayment-applications/create-customerprepaymentapplication-record.md): Create a new CustomerPrepaymentApplication r…
- [Create CustomerPrepaymentApplication record attachments](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayment-applications/create-customerprepaymentapplication-record-attachments.md): Upload attachments to a CustomerPrepaymentAp…
- [Get CustomerPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayment-applications/get-customerprepaymentapplication-record.md): Retrieve a specific CustomerPrepaymentApplic…
- [List CustomerPrepaymentApplication records](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayment-applications/list-customerprepaymentapplication-records.md): Retrieve a paginated list of CustomerPrepaym…
- [Update CustomerPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayment-applications/update-customerprepaymentapplication-record.md): Update an existing CustomerPrepaymentApplica…
- [Create CustomerPrepayment record](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayments/create-customerprepayment-record.md): Create a new CustomerPrepayment record with…
- [Create CustomerPrepayment record attachments](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayments/create-customerprepayment-record-attachments.md): Upload attachments to a CustomerPrepayment r…
- [Get CustomerPrepayment record](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayments/get-customerprepayment-record.md): Retrieve a specific CustomerPrepayment recor…
- [List CustomerPrepayment records](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayments/list-customerprepayment-records.md): Retrieve a paginated list of CustomerPrepaym…
- [Update CustomerPrepayment record](https://docs.dualentry.com/developers/api/resources-v2/customer-prepayments/update-customerprepayment-record.md): Update an existing CustomerPrepayment record…
- [Create CustomerRefund record](https://docs.dualentry.com/developers/api/resources-v2/customer-refunds/create-customerrefund-record.md): Create a new CustomerRefund record with the…
- [Create CustomerRefund record attachments](https://docs.dualentry.com/developers/api/resources-v2/customer-refunds/create-customerrefund-record-attachments.md): Upload attachments to a CustomerRefund recor…
- [Get CustomerRefund record](https://docs.dualentry.com/developers/api/resources-v2/customer-refunds/get-customerrefund-record.md): Retrieve a specific CustomerRefund record by…
- [List CustomerRefund records](https://docs.dualentry.com/developers/api/resources-v2/customer-refunds/list-customerrefund-records.md): Retrieve a paginated list of CustomerRefund…
- [Update CustomerRefund record](https://docs.dualentry.com/developers/api/resources-v2/customer-refunds/update-customerrefund-record.md): Update an existing CustomerRefund record wit…
- [Create customer](https://docs.dualentry.com/developers/api/resources-v2/customers/create-customer.md): Create a new customer record with address in…
- [Delete customer](https://docs.dualentry.com/developers/api/resources-v2/customers/delete-customer.md): Delete a customer by ID. Fails if the custom…
- [Get customer](https://docs.dualentry.com/developers/api/resources-v2/customers/get-customer.md): Retrieve a specific customer by ID.
- [List customers](https://docs.dualentry.com/developers/api/resources-v2/customers/list-customers.md): Retrieve a paginated list of customers with…
- [Update customer](https://docs.dualentry.com/developers/api/resources-v2/customers/update-customer.md): Update a customer.
- [Update customer (partial)](https://docs.dualentry.com/developers/api/resources-v2/customers/update-customer-partial.md): Update specific fields on a customer.
- [Get depreciation book by code](https://docs.dualentry.com/developers/api/resources-v2/depreciation-books/get-depreciation-book-by-code.md): Retrieve a specific depreciation book by its…
- [List depreciation books](https://docs.dualentry.com/developers/api/resources-v2/depreciation-books/list-depreciation-books.md): Retrieve a paginated list of depreciation bo…
- [Create DirectExpense record](https://docs.dualentry.com/developers/api/resources-v2/direct-expenses/create-directexpense-record.md): Create a new DirectExpense record with the p…
- [Create DirectExpense record attachments](https://docs.dualentry.com/developers/api/resources-v2/direct-expenses/create-directexpense-record-attachments.md): Upload attachments to a DirectExpense record.
- [Get DirectExpense record](https://docs.dualentry.com/developers/api/resources-v2/direct-expenses/get-directexpense-record.md): Retrieve a specific DirectExpense record by…
- [List DirectExpense records](https://docs.dualentry.com/developers/api/resources-v2/direct-expenses/list-directexpense-records.md): Retrieve a paginated list of DirectExpense r…
- [Update DirectExpense record](https://docs.dualentry.com/developers/api/resources-v2/direct-expenses/update-directexpense-record.md): Update an existing DirectExpense record with…
- [Archive fixed asset](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/archive-fixed-asset.md): Archive a fixed asset (soft delete). This al…
- [Create fixed asset](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/create-fixed-asset.md): Create a new fixed asset with multi-book dep…
- [Get depreciation schedule by book](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/get-depreciation-schedule-by-book.md): Chronological depreciation, disposal, and re…
- [Get fixed asset](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/get-fixed-asset.md): Retrieve a specific fixed asset by number wi…
- [List fixed assets](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/list-fixed-assets.md): Retrieve a paginated list of fixed assets wi…
- [Partial update fixed asset](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/partial-update-fixed-asset.md): Partially update a fixed asset. If depreciat…
- [Update fixed asset](https://docs.dualentry.com/developers/api/resources-v2/fixed-assets/update-fixed-asset.md): Fully update a fixed asset with multi-book d…
- [Get GST tax rate by ID](https://docs.dualentry.com/developers/api/resources-v2/gst-tax-rates/get-gst-tax-rate-by-id.md): Retrieve a specific GST tax rate by its ID.
- [List GST tax rates](https://docs.dualentry.com/developers/api/resources-v2/gst-tax-rates/list-gst-tax-rates.md): Retrieve a paginated list of GST tax rates a…
- [API Health Check](https://docs.dualentry.com/developers/api/resources-v2/health/api-health-check.md): Verify that the DualEntry Public API is oper…
- [Get inbox summary](https://docs.dualentry.com/developers/api/resources-v2/inbox/get-inbox-summary.md): Get counts of pending approvals in the inbox…
- [Get record inbox details](https://docs.dualentry.com/developers/api/resources-v2/inbox/get-record-inbox-details.md): Retrieve approval details for a specific non…
- [Get transaction inbox details](https://docs.dualentry.com/developers/api/resources-v2/inbox/get-transaction-inbox-details.md): Retrieve approval details for a specific tra…
- [List records inbox](https://docs.dualentry.com/developers/api/resources-v2/inbox/list-records-inbox.md): Retrieve all non-monetary records (customers…
- [List transactions inbox](https://docs.dualentry.com/developers/api/resources-v2/inbox/list-transactions-inbox.md): Retrieve all transactions (invoices, bills,…
- [Create intercompany journal entry](https://docs.dualentry.com/developers/api/resources-v2/intercompany-journal-entries/create-intercompany-journal-entry.md): Create a new intercompany journal entry. Lin…
- [Get intercompany journal entry](https://docs.dualentry.com/developers/api/resources-v2/intercompany-journal-entries/get-intercompany-journal-entry.md): Retrieve a single intercompany journal entry…
- [List intercompany journal entries](https://docs.dualentry.com/developers/api/resources-v2/intercompany-journal-entries/list-intercompany-journal-entries.md): Retrieve a paginated list of intercompany jo…
- [Update intercompany journal entry](https://docs.dualentry.com/developers/api/resources-v2/intercompany-journal-entries/update-intercompany-journal-entry.md): Full replacement update of an intercompany j…
- [Create InvoiceV2 record](https://docs.dualentry.com/developers/api/resources-v2/invoices/create-invoicev2-record.md): Create a new InvoiceV2 record with the provi…
- [Create InvoiceV2 record attachments](https://docs.dualentry.com/developers/api/resources-v2/invoices/create-invoicev2-record-attachments.md): Upload attachments to a InvoiceV2 record.
- [Get InvoiceV2 record](https://docs.dualentry.com/developers/api/resources-v2/invoices/get-invoicev2-record.md): Retrieve a specific InvoiceV2 record by its…
- [List InvoiceV2 record lines](https://docs.dualentry.com/developers/api/resources-v2/invoices/list-invoicev2-record-lines.md): Retrieve a paginated list of lines for a spe…
- [List InvoiceV2 records](https://docs.dualentry.com/developers/api/resources-v2/invoices/list-invoicev2-records.md): Retrieve a paginated list of InvoiceV2 recor…
- [Replace InvoiceV2 record attachments](https://docs.dualentry.com/developers/api/resources-v2/invoices/replace-invoicev2-record-attachments.md): Replace all attachments on a InvoiceV2 recor…
- [Update InvoiceV2 record](https://docs.dualentry.com/developers/api/resources-v2/invoices/update-invoicev2-record.md): Update an existing InvoiceV2 record with the…
- [Update InvoiceV2 record (partial)](https://docs.dualentry.com/developers/api/resources-v2/invoices/update-invoicev2-record-partial.md): Partially update an existing InvoiceV2 recor…
- [Create Item](https://docs.dualentry.com/developers/api/resources-v2/items/create-item.md): Create an item (product or service) with pri…
- [Delete Item](https://docs.dualentry.com/developers/api/resources-v2/items/delete-item.md): Delete an item so it can no longer be added…
- [Get Item](https://docs.dualentry.com/developers/api/resources-v2/items/get-item.md): Retrieve a single item by ID, including its…
- [List Items](https://docs.dualentry.com/developers/api/resources-v2/items/list-items.md): Retrieve a paginated list of items (products…
- [Update Item](https://docs.dualentry.com/developers/api/resources-v2/items/update-item.md): Update an existing item's pricing, descripti…
- [Create JournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/journal-entries/create-journalentry-record.md): Create a new JournalEntry record with the pr…
- [Create JournalEntry record attachments](https://docs.dualentry.com/developers/api/resources-v2/journal-entries/create-journalentry-record-attachments.md): Upload attachments to a JournalEntry record.
- [Get JournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/journal-entries/get-journalentry-record.md): Retrieve a specific JournalEntry record by i…
- [List JournalEntry records](https://docs.dualentry.com/developers/api/resources-v2/journal-entries/list-journalentry-records.md): Retrieve a paginated list of JournalEntry re…
- [Update JournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/journal-entries/update-journalentry-record.md): Update an existing JournalEntry record with…
- [Exchange authorization code for API key](https://docs.dualentry.com/developers/api/resources-v2/oauth/exchange-authorization-code-for-api-key.md): Exchange an OAuth authorization code for a D…
- [OAuth callback from WorkOS](https://docs.dualentry.com/developers/api/resources-v2/oauth/oauth-callback-from-workos.md): Handle the OAuth callback from WorkOS and co…
- [Start CLI OAuth flow](https://docs.dualentry.com/developers/api/resources-v2/oauth/start-cli-oauth-flow.md): Start the CLI OAuth flow and obtain the auth…
- [Archive paper check](https://docs.dualentry.com/developers/api/resources-v2/paper-checks/archive-paper-check.md): Archive a paper check by setting its status…
- [Batch print paper checks](https://docs.dualentry.com/developers/api/resources-v2/paper-checks/batch-print-paper-checks.md): Print multiple queued paper checks in a batc…
- [Get paper check](https://docs.dualentry.com/developers/api/resources-v2/paper-checks/get-paper-check.md): Retrieve a specific paper check by ID.
- [List paper checks](https://docs.dualentry.com/developers/api/resources-v2/paper-checks/list-paper-checks.md): Retrieve a paginated list of paper checks wi…
- [Print check immediately](https://docs.dualentry.com/developers/api/resources-v2/paper-checks/print-check-immediately.md): Create and immediately print a paper check f…
- [Queue checks for later printing](https://docs.dualentry.com/developers/api/resources-v2/paper-checks/queue-checks-for-later-printing.md): Create paper checks for transactions that wi…
- [Create product tax code](https://docs.dualentry.com/developers/api/resources-v2/product-tax-codes/create-product-tax-code.md): Create an organization-scoped product tax co…
- [Delete product tax code](https://docs.dualentry.com/developers/api/resources-v2/product-tax-codes/delete-product-tax-code.md): Delete an organization-scoped product tax co…
- [Get product tax code](https://docs.dualentry.com/developers/api/resources-v2/product-tax-codes/get-product-tax-code.md): Retrieve an organization-scoped product tax…
- [List product tax codes](https://docs.dualentry.com/developers/api/resources-v2/product-tax-codes/list-product-tax-codes.md): Retrieve product tax codes available to the…
- [Update product tax code](https://docs.dualentry.com/developers/api/resources-v2/product-tax-codes/update-product-tax-code.md): Update an organization-scoped product tax co…
- [Create PurchaseOrder record](https://docs.dualentry.com/developers/api/resources-v2/purchase-orders/create-purchaseorder-record.md): Create a new PurchaseOrder record with the p…
- [Create PurchaseOrder record attachments](https://docs.dualentry.com/developers/api/resources-v2/purchase-orders/create-purchaseorder-record-attachments.md): Upload attachments to a PurchaseOrder record.
- [Get PurchaseOrder record](https://docs.dualentry.com/developers/api/resources-v2/purchase-orders/get-purchaseorder-record.md): Retrieve a specific PurchaseOrder record by…
- [List PurchaseOrder records](https://docs.dualentry.com/developers/api/resources-v2/purchase-orders/list-purchaseorder-records.md): Retrieve a paginated list of PurchaseOrder r…
- [Update PurchaseOrder record](https://docs.dualentry.com/developers/api/resources-v2/purchase-orders/update-purchaseorder-record.md): Update an existing PurchaseOrder record with…
- [Create RecurringBill record](https://docs.dualentry.com/developers/api/resources-v2/recurring-bills/create-recurringbill-record.md): Create a new RecurringBill record with the p…
- [Delete RecurringBill record](https://docs.dualentry.com/developers/api/resources-v2/recurring-bills/delete-recurringbill-record.md): Delete a RecurringBill record.
- [Get RecurringBill record](https://docs.dualentry.com/developers/api/resources-v2/recurring-bills/get-recurringbill-record.md): Retrieve a specific RecurringBill record by…
- [List RecurringBill records](https://docs.dualentry.com/developers/api/resources-v2/recurring-bills/list-recurringbill-records.md): Retrieve a paginated list of RecurringBill r…
- [Update RecurringBill record](https://docs.dualentry.com/developers/api/resources-v2/recurring-bills/update-recurringbill-record.md): Update an existing RecurringBill record with…
- [Create RecurringInvoice record](https://docs.dualentry.com/developers/api/resources-v2/recurring-invoices/create-recurringinvoice-record.md): Create a new RecurringInvoice record with th…
- [Delete RecurringInvoice record](https://docs.dualentry.com/developers/api/resources-v2/recurring-invoices/delete-recurringinvoice-record.md): Delete a RecurringInvoice record.
- [Get RecurringInvoice record](https://docs.dualentry.com/developers/api/resources-v2/recurring-invoices/get-recurringinvoice-record.md): Retrieve a specific RecurringInvoice record…
- [List RecurringInvoice records](https://docs.dualentry.com/developers/api/resources-v2/recurring-invoices/list-recurringinvoice-records.md): Retrieve a paginated list of RecurringInvoic…
- [Update RecurringInvoice record](https://docs.dualentry.com/developers/api/resources-v2/recurring-invoices/update-recurringinvoice-record.md): Update an existing RecurringInvoice record w…
- [Create RecurringJournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/recurring-journal-entries/create-recurringjournalentry-record.md): Create a new RecurringJournalEntry record wi…
- [Delete RecurringJournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/recurring-journal-entries/delete-recurringjournalentry-record.md): Delete a RecurringJournalEntry record.
- [Get RecurringJournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/recurring-journal-entries/get-recurringjournalentry-record.md): Retrieve a specific RecurringJournalEntry re…
- [List RecurringJournalEntry records](https://docs.dualentry.com/developers/api/resources-v2/recurring-journal-entries/list-recurringjournalentry-records.md): Retrieve a paginated list of RecurringJourna…
- [Update RecurringJournalEntry record](https://docs.dualentry.com/developers/api/resources-v2/recurring-journal-entries/update-recurringjournalentry-record.md): Update an existing RecurringJournalEntry rec…
- [Create SalesOrder record](https://docs.dualentry.com/developers/api/resources-v2/sales-orders/create-salesorder-record.md): Create a new SalesOrder record with the prov…
- [Create SalesOrder record attachments](https://docs.dualentry.com/developers/api/resources-v2/sales-orders/create-salesorder-record-attachments.md): Upload attachments to a SalesOrder record.
- [Get SalesOrder record](https://docs.dualentry.com/developers/api/resources-v2/sales-orders/get-salesorder-record.md): Retrieve a specific SalesOrder record by its…
- [List SalesOrder records](https://docs.dualentry.com/developers/api/resources-v2/sales-orders/list-salesorder-records.md): Retrieve a paginated list of SalesOrder reco…
- [Update SalesOrder record](https://docs.dualentry.com/developers/api/resources-v2/sales-orders/update-salesorder-record.md): Update an existing SalesOrder record with th…
- [Create StatisticalJournal record](https://docs.dualentry.com/developers/api/resources-v2/statistical-journals/create-statisticaljournal-record.md): Create a new StatisticalJournal record with…
- [Create StatisticalJournal record attachments](https://docs.dualentry.com/developers/api/resources-v2/statistical-journals/create-statisticaljournal-record-attachments.md): Upload attachments to a StatisticalJournal r…
- [Delete StatisticalJournal record](https://docs.dualentry.com/developers/api/resources-v2/statistical-journals/delete-statisticaljournal-record.md): Delete a StatisticalJournal record.
- [Get StatisticalJournal record](https://docs.dualentry.com/developers/api/resources-v2/statistical-journals/get-statisticaljournal-record.md): Retrieve a specific StatisticalJournal recor…
- [List StatisticalJournal records](https://docs.dualentry.com/developers/api/resources-v2/statistical-journals/list-statisticaljournal-records.md): Retrieve a paginated list of StatisticalJour…
- [Update StatisticalJournal record](https://docs.dualentry.com/developers/api/resources-v2/statistical-journals/update-statisticaljournal-record.md): Update an existing StatisticalJournal record…
- [Get VAT rate by ID](https://docs.dualentry.com/developers/api/resources-v2/vat-rates/get-vat-rate-by-id.md): Retrieve a specific VAT rate by its ID.
- [List VAT rates](https://docs.dualentry.com/developers/api/resources-v2/vat-rates/list-vat-rates.md): Retrieve a paginated list of VAT rates avail…
- [Create VendorCredit record](https://docs.dualentry.com/developers/api/resources-v2/vendor-credits/create-vendorcredit-record.md): Create a new VendorCredit record with the pr…
- [Get VendorCredit record](https://docs.dualentry.com/developers/api/resources-v2/vendor-credits/get-vendorcredit-record.md): Retrieve a specific VendorCredit record by i…
- [List VendorCredit records](https://docs.dualentry.com/developers/api/resources-v2/vendor-credits/list-vendorcredit-records.md): Retrieve a paginated list of VendorCredit re…
- [Update VendorCredit record](https://docs.dualentry.com/developers/api/resources-v2/vendor-credits/update-vendorcredit-record.md): Update an existing VendorCredit record with…
- [Create VendorPayment record](https://docs.dualentry.com/developers/api/resources-v2/vendor-payments/create-vendorpayment-record.md): Create a new VendorPayment record with the p…
- [Get VendorPayment record](https://docs.dualentry.com/developers/api/resources-v2/vendor-payments/get-vendorpayment-record.md): Retrieve a specific VendorPayment record by…
- [List VendorPayment records](https://docs.dualentry.com/developers/api/resources-v2/vendor-payments/list-vendorpayment-records.md): Retrieve a paginated list of VendorPayment r…
- [Update VendorPayment record](https://docs.dualentry.com/developers/api/resources-v2/vendor-payments/update-vendorpayment-record.md): Update an existing VendorPayment record with…
- [Create VendorPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayment-applications/create-vendorprepaymentapplication-record.md): Create a new VendorPrepaymentApplication rec…
- [Get VendorPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayment-applications/get-vendorprepaymentapplication-record.md): Retrieve a specific VendorPrepaymentApplicat…
- [List VendorPrepaymentApplication records](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayment-applications/list-vendorprepaymentapplication-records.md): Retrieve a paginated list of VendorPrepaymen…
- [Update VendorPrepaymentApplication record](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayment-applications/update-vendorprepaymentapplication-record.md): Update an existing VendorPrepaymentApplicati…
- [Create VendorPrepayment record](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayments/create-vendorprepayment-record.md): Create a new VendorPrepayment record with th…
- [Get VendorPrepayment record](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayments/get-vendorprepayment-record.md): Retrieve a specific VendorPrepayment record…
- [List VendorPrepayment records](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayments/list-vendorprepayment-records.md): Retrieve a paginated list of VendorPrepaymen…
- [Update VendorPrepayment record](https://docs.dualentry.com/developers/api/resources-v2/vendor-prepayments/update-vendorprepayment-record.md): Update an existing VendorPrepayment record w…
- [Create VendorRefund record](https://docs.dualentry.com/developers/api/resources-v2/vendor-refunds/create-vendorrefund-record.md): Create a new VendorRefund record with the pr…
- [Create VendorRefund record attachments](https://docs.dualentry.com/developers/api/resources-v2/vendor-refunds/create-vendorrefund-record-attachments.md): Upload attachments to a VendorRefund record.
- [Get VendorRefund record](https://docs.dualentry.com/developers/api/resources-v2/vendor-refunds/get-vendorrefund-record.md): Retrieve a specific VendorRefund record by i…
- [List VendorRefund records](https://docs.dualentry.com/developers/api/resources-v2/vendor-refunds/list-vendorrefund-records.md): Retrieve a paginated list of VendorRefund re…
- [Update VendorRefund record](https://docs.dualentry.com/developers/api/resources-v2/vendor-refunds/update-vendorrefund-record.md): Update an existing VendorRefund record with…
- [Create vendor](https://docs.dualentry.com/developers/api/resources-v2/vendors/create-vendor.md): Create a new vendor record with address and…
- [Delete vendor](https://docs.dualentry.com/developers/api/resources-v2/vendors/delete-vendor.md): Delete a vendor by ID. Fails if the vendor i…
- [Get vendor](https://docs.dualentry.com/developers/api/resources-v2/vendors/get-vendor.md): Retrieve a specific vendor by ID with addres…
- [List vendors](https://docs.dualentry.com/developers/api/resources-v2/vendors/list-vendors.md): Retrieve a paginated list of vendors with fi…
- [Update vendor](https://docs.dualentry.com/developers/api/resources-v2/vendors/update-vendor.md): Update a vendor.
- [Update vendor (partial)](https://docs.dualentry.com/developers/api/resources-v2/vendors/update-vendor-partial.md): Update specific fields on a vendor.
- [Create webhook](https://docs.dualentry.com/developers/api/resources-v2/webhooks/create-webhook.md): Register a webhook endpoint for events. The…
- [Delete webhook](https://docs.dualentry.com/developers/api/resources-v2/webhooks/delete-webhook.md): Delete a webhook by UUID.
- [Get webhook](https://docs.dualentry.com/developers/api/resources-v2/webhooks/get-webhook.md): Retrieve a specific webhook by UUID.
- [List webhook deliveries](https://docs.dualentry.com/developers/api/resources-v2/webhooks/list-webhook-deliveries.md): List delivery attempts (events) for a specif…
- [List webhook topics](https://docs.dualentry.com/developers/api/resources-v2/webhooks/list-webhook-topics.md): List all available topics a webhook can subs…
- [List webhooks](https://docs.dualentry.com/developers/api/resources-v2/webhooks/list-webhooks.md): Retrieve a paginated list of registered webh…
- [Patch webhook](https://docs.dualentry.com/developers/api/resources-v2/webhooks/patch-webhook.md): Partially update a webhook (URL, topics, act…
- [Update webhook](https://docs.dualentry.com/developers/api/resources-v2/webhooks/update-webhook.md): Update a webhook: change the URL, replace to…
- [API Changelog](https://docs.dualentry.com/developers/guides/api-changelog.md): Changelog comparing DualEntry Public API V1…
- [Authentication](https://docs.dualentry.com/developers/guides/authentication.md): Authenticate DualEntry Public API requests w…
- [Building a Custom Integration](https://docs.dualentry.com/developers/guides/building-a-custom-integration.md): Architecture, implementation, and certificat…
- [Common Workflows: DualEntry CLI](https://docs.dualentry.com/developers/guides/cli-common-workflows.md): Step-by-step DualEntry CLI workflows for com…
- [Quickstart: DualEntry CLI](https://docs.dualentry.com/developers/guides/cli-quickstart.md): Install the DualEntry CLI, authenticate via…
- [CLI: Command Reference](https://docs.dualentry.com/developers/guides/cli-reference.md): Complete command-line reference for the Dual…
- [Error Handling](https://docs.dualentry.com/developers/guides/errors.md): Understand DualEntry Public API errors: stan…
- [DualEntry Public API](https://docs.dualentry.com/developers/guides/index.md): Build accounting integrations with the DualE…
- [Introduction](https://docs.dualentry.com/developers/guides/introduction.md): Introduction to the DualEntry Public API: a…
- [MCP Server: Connect AI Assistants to DualEntry](https://docs.dualentry.com/developers/guides/mcp-integration.md): Connect Cursor, Claude, VS Code, and any MCP…
- [Pagination](https://docs.dualentry.com/developers/guides/pagination.md): Paginate DualEntry Public API list endpoints…
- [Quickstart: First API Call](https://docs.dualentry.com/developers/guides/quickstart-first-api-call.md): Make your first authenticated request to the…
- [Rate Limiting](https://docs.dualentry.com/developers/guides/rate-limiting.md): DualEntry Public API rate limiting reference…
- [Working with Attachments](https://docs.dualentry.com/developers/guides/working-with-attachments.md): How to add and read file attachments on Dual…
- [BAI import and AI Copilot drill-down (Apr 28, 2026)](https://docs.dualentry.com/developers/release-notes/2026-04-28.md): New BAI import support, AI Copilot drill-dow…
- [VAT Return redesign and Copilot file uploads (Apr 29, 2026)](https://docs.dualentry.com/developers/release-notes/2026-04-29.md): DualEntry release notes for April 29, 2026:…
- [QBO currency and fixed asset custom fields (May 13, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-13.md): QuickBooks Online currency handling, custom…
- [Customer statement email and receipts (May 14, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-14.md): DualEntry release notes for May 14, 2026: cu…
- [Rev rec copilot and bank transaction API (May 15, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-15.md): DualEntry release notes for May 15, 2026: re…
- [Intercompany invoice and money-in fixes (May 16, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-16.md): DualEntry release notes for May 16, 2026: fi…
- [Bulk update for direct expenses and Brex (May 18, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-18.md): DualEntry release notes for May 18, 2026: bu…
- [Customer statements and recurring revaluation (May 20, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-20.md): DualEntry release notes for May 20, 2026: cu…
- [Copilot artifacts and Canadian tax compliance (May 21, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-21.md): DualEntry release notes for May 21, 2026: co…
- [Embedded copilot redesign and vendor refunds (May 22, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-22.md): DualEntry release notes for May 22, 2026: em…
- [Bulk import engine and AI close agents (May 23, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-23.md): DualEntry release notes for May 23, 2026: ne…
- [Copilot PDFs and natural-language bank rules (May 25, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-25.md): DualEntry release notes for May 25, 2026: AI…
- [Scheduled Agents redesign and Quill artifacts (May 26, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-26.md): DualEntry release notes for May 26, 2026: Sc…
- [Flux Analysis YoY and rolling 12-month views (May 27, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-27.md): DualEntry release notes for May 27, 2026: Fl…
- [Copilot report sync and audit trail from chat (May 28, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-28.md): DualEntry release notes for May 28, 2026: co…
- [Copilot on records and plan-and-execute mode (May 29, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-29.md): DualEntry release notes for May 29, 2026: co…
- [Bulk import field mapper and tab subtotals (May 30, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-30.md): DualEntry release notes for May 30, 2026: bu…
- [Salt Edge EU/UK banking and bulk error logs (May 31, 2026)](https://docs.dualentry.com/developers/release-notes/2026-05-31.md): DualEntry release notes for May 31, 2026: Sa…
- [AI Agents sidebar and embedded record copilot (Jun 1, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-01.md): DualEntry release notes for June 1, 2026: ne…
- [Amortization display and sandbox provisioning (Jun 2, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-02.md): DualEntry release notes for June 2, 2026: am…
- [Contract VAT/GST and bulk Create & Match (Jun 3, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-03.md): DualEntry release notes for June 3, 2026: co…
- [Copilot session grouping and superadmin replay (Jun 4, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-04.md): DualEntry release notes for June 4, 2026: AI…
- [Per-org sync schedules and AI planner agent (Jun 5, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-05.md): DualEntry release notes for June 5, 2026: pe…
- [Copilot /plan command and multi-currency MRR (Jun 6, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-06.md): DualEntry release notes for June 6, 2026: AI…
- [One-click migration and retained earnings (Jun 8, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-08.md): DualEntry release notes for June 8, 2026: on…
- [Rate precision and Income Statement migration (Jun 9, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-09.md): DualEntry release notes for June 9, 2026: 10…
- [1-click migration and embedded report copilot (Jun 10, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-10.md): DualEntry release notes for June 10, 2026: 1…
- [Daily and weekly scheduled agents (Jun 11, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-11.md): DualEntry release notes for June 11, 2026: d…
- [Bulk import errors and bank rec performance (Jun 12, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-12.md): DualEntry release notes for June 12, 2026: b…
- [Custom fields on Fixed Assets and Rev Rec (Jun 15, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-15.md): DualEntry release notes for June 15, 2026: c…
- [Period locking from chat and workflow engine (Jun 16, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-16.md): DualEntry release notes for June 16, 2026: p…
- [Copilot KB search and ARR/MRR aggregation (Jun 17, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-17.md): DualEntry release notes for June 17, 2026: c…
- [Copilot plan view and bank match preview API (Jun 18, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-18.md): DualEntry release notes for June 18, 2026: A…
- [Trial Balance as-of-date and Cryptoworth MCP (Jun 19, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-19.md): DualEntry release notes for June 19, 2026: T…
- [Copilot documentation citations and drafts (Jun 21, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-21.md): DualEntry release notes for June 21, 2026: A…
- [NextDay Migration and AI bank reconciliation (Jun 22, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-22.md): DualEntry release notes for June 22, 2026: N…
- [Parent customer imports and Stripe rev rec (Jun 23, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-23.md): DualEntry release notes for June 23, 2026: p…
- [Fixed Assets approvals and tax settings API (Jun 24, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-24.md): DualEntry release notes for June 24, 2026: F…
- [Copilot citations and bank match automation (Jun 25, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-25.md): June 25, 2026 release: AI Copilot citations,…
- [Multi-currency dashboard and Stripe charging (Jun 26, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-26.md): June 26, 2026 release: multi-currency dashbo…
- [AP/AR aging reconciler and Stripe workflows (Jun 29, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-29.md): June 29, 2026 release: multi-currency dashbo…
- [Customer payment approvals and webhooks (Jun 30, 2026)](https://docs.dualentry.com/developers/release-notes/2026-06-30.md): June 30, 2026 release: customer payment and…
- [Chart of Accounts bulk edit and HMRC setup (Jul 1, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-01.md): July 1, 2026 release: Chart of Accounts bulk…
- [Currency search, trial balance columns (Jul 2, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-02.md): July 2, 2026 release: currency search and fi…
- [Bulk import classifications and benchmark email delivery](https://docs.dualentry.com/developers/release-notes/2026-07-03.md): July 3, 2026 release: bulk import classifica…
- [Report number formatting and HMRC VAT returns (Jul 7, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-07.md): July 7, 2026 release: report number formatti…
- [Projects management and AI copilot audit (Jul 8, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-08.md): July 8, 2026 release: projects management, A…
- [Projects, HMRC VAT, and Chart of Accounts tree (Jul 9, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-09.md): July 9, 2026 release: project management, HM…
- [Sandbox redesign, statistical accounts (Jul 10, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-10.md): July 10, 2026 release: sandbox environment r…
- [Address validation and attachment overrides (Jul 11, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-11.md): July 11, 2026 release: address validation, c…
- [AI Copilot reports, QuickBooks reconciler (Jul 13, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-13.md): July 13, 2026 release: AI Copilot report eng…
- [Statistical journals and fixed asset accounts (Jul 14, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-14.md): July 14, 2026 release: statistical journal d…
- [Xero OAuth and revenue batch approvals (Jul 15, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-15.md): July 15, 2026 release: Xero OAuth migration,…
- [Classification export and period lock fixes (Jul 16, 2026)](https://docs.dualentry.com/developers/release-notes/2026-07-16.md): July 16, 2026 release: classification export…
- [Release Notes Archive](https://docs.dualentry.com/developers/release-notes/archive.md): Chronological archive of every DualEntry rel…

## OpenAPI Specs

- [resources-v2](https://docs.dualentry.com/developers/openapi/resources-v2.json)
- [resources-v1](https://docs.dualentry.com/developers/openapi/resources-v1.json)
- [openapi](https://docs.dualentry.com/api-reference/openapi.json)