Locating specific fields in SkyAPI

Dmitriy Brin

Hi folks,


I have been hitting the various endpoints in skyAPI for a while, and I am still having some issues finding all of these fields:


First of all, is there a way to get an account's opening balance.


Second, I have been asked to replicate the following report by fetching data from the API and I am having trouble locating where everything is:


I found some relevant batch IDs via https://api.sky.blackbaud.com/generalledger/v1/journalentrybatches  but I can't find the corresponding transactions


Account code

Account

Account Description

Program

Project ID

Project Description

Employees Description

Grants Description

Transaction amount

Amount

Journal

Journal reference

Batch number

Batch description

Post date

Post status

Transaction created on

Transaction last changed on

Added by

Eddie Barker

Hi Dmitriy,


To get an opening balance for an account, you will need to run the POST summary process endpoint at intervals appropriate to you. This data can go stale if anything else is posted, so make sure you take that into account in your plans (for example, you summarize last month, and the next day somebody enters a transaction; your summary is then not the most current, you would need to resummarize). Once your summaries are complete, you can GET period summary list to see the balances. 


There is another way, and that is to use the GET ledger summary. This only works for years that have been closed or optimized as summary records only exist for those. The period summary process listed above is the answer for open periods.


If you prefer, you can calculate the balances you need using GET transaction distribution list, which is the endpoint that returns the other fields you asked for. If you gather up detailed transactions, you can them calculate what you require. Please note that this will be maximum detail and a lot of data.


Thanks!