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@tmornini
Last active August 29, 2015 14:03
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Subledger Getting Started
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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