• Added name filter parameter to GET /customers to search customers by name
  • Contract amendments now support an effective_date parameter to specify when the amendment should take effect

Invoice responses now include customer address information:

  • invoicing_address - The customer's billing address
  • shipping_address - The customer's shipping address

Access your organization's bank account information:

  • GET /bank-accounts - List all bank accounts
  • GET /bank-accounts/{id} - Retrieve a specific bank account
  • GET /invoice-payments - List all invoice payments across your organization with pagination support

Added subsidiary_id filter parameter to relevant list endpoints:

  • GET /customers
  • GET /contracts
  • GET /invoices
  • GET /bills
  • GET /vendors

This allows you to retrieve records specific to a subsidiary in multi-entity organizations.

Access your organization information:

  • GET /organizations - Retrieve organization details including name, settings, and configuration

Access journal entry data through the API:

  • GET /journal-entries - List all journal entries
  • GET /journal-entries/{id} - Retrieve a specific journal entry with line items

Journal entries include the related entity information showing the source of the entry.

  • Charges and reimbursements now include a status field indicating the current state of the expense