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Subledger Getting Started
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0) Live in-browser API docs (Swagger) | |
a) https://api.subledger.com | |
b) we recommend that you copy/paste all responses for future reference | |
1) Setup the system | |
a) Create an Identity via first API operation! | |
b) Enter key_id and secret in the Security credentials boxes in the upper-right corner of API docs | |
c) Create an org | |
d) Create a book | |
e) Create some accounts (Recommended: Cash, Payables, Shareholder Equity) | |
2) Create journal entries | |
a) The in-browser docs are not very helpful here :-( | |
b) Correct JSON body for create_and_post is here: https://gist.github.com/tmornini/10551841 | |
3) Generate a report | |
a) Create categories (Recommended: Assets, Liabilities, Equity) | |
b) Attach accounts to categories (Recommended: Cash to Assets, Payables to Liabilities, Shareholder Equity to Equity) | |
c) Create a report (Recommended: Balance Sheet) | |
d) Attach categories to report (Recommended: Assets, Liabilities, Equities) | |
e) Render report at a moment in time (Recommended: now) |
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