M3 Financials API
home
M3 Financials API
As we continue to expand API library and integrations, the most common need is the ability to import and extract information within Accounting Core general ledger through API technology. This will allow more integrations with partners that specialize in payroll for payroll journal entries integration. While providing data outbound to support those other partners and vendors that need access to general ledger data.
What this means for M3's end users?
- Ability to leverage API technology to extract journal entry details and trial balance information.
- Ability to leverage API to extract other information like company and property lists and chart of accounts.
- Accuracy and timing of the data.
Currently available
/journal-entry
GET - Allows authorized parties to extract posted journal entry details. Flexible parameters will allow you to pull what you need when you need it.
POST - Journal entries received through API will be imported into Accounting Core as pending journal entries. This will allow users to audit the entry before posting the journal entries. This is done to ensure financial report accuracy.
Important Note regarding GET/POST journal-entry API
We only allow extracting of journal entries that have been posted. Reason for this, is once a journal entry is posted within Accounting Core it cannot be deleted. This means that if you send a payload to POST to journal-entry API, that the records would not be immediately available to GET from journal entry API.
/chart of accounts
GET - Allows authorized parties to get list of chart of accounts that they can then use to create or extract journal entries. Chart of Accounts endpoint would also benefit importing or extracting budget and forecasts.
/ general-ledger-trialbalance
GET - This provides the information needed for a trial balance.
/general-ledger-summaries
Currently available, but quickly becoming obsolete following the addition of the /general-ledger-trialbalance above. It is highly recommended not to develop to trial balance. This end point will be deprecated in 2024.