Client financials

Returns client financial data

Clients

If you wish to access client financial settings data use the clientfinancial model

For more details about using models see Using data models

For clients two models are available:

  • clientslist
  • clientdetails
  • clientfinancial
ParameterDescriptionExampleMore info
APIThe API areaclients.json
ActionNot required
GeneralParameters described in overviewuser=user&password=userOverview
CompanyCompany numbercompany=1
ModelstructureName of model requiredModelstructure=clientfinancialUsing data models
ClientSpecify clientclient=1/P0909
ResponseReturned dataA JSON string containing the data

Example request:

http://<SERVER>/jsonapi/clients.json?company=1&version=3.3&user=user&password=user&company=1&style=modeldata&modelstructure=clientfinancial&client=26/C0127

Example response:

{
  "responsecode": 1,
  "responsestatus": "OK",
  "errorcode": 0,
  "errormessage": "",
  "totalrows": 1,
  "totalpages": 1,
  "responsemessage": "",
  "pagerows": 0,
  "pagenumber": 1,
  "success": true,
  "data": [
    {
      "clientUuid": "CA1D229D72D8EB47A659669DD39FE48D",
      "clientTimeStampModified": 1554299566,
      "clientRecordVersionNumber": 16,
      "clientChargeTypeDescription": "Quote",
      "clientInvestment": 0,
      "clientTurnover": 0,
      "clientJobPhaseStatus": "Company Default",
      "clientTaxCodeDescripton": "1 (20%)",
      "clientCode": "26/C0127",
      "clientName": "Amazon",
      "clientMultiCurrency": true,
      "clientNominal": "",
      "clientNominalPurchase": "",
      "clientEbillingRef": "",
      "clientODCreditLimit": 0,
      "clientPaymentTermsDescription": "Immediate",
      "clientPaymentTermsInternal": 3,
      "clientPOMarkUp": true,
      "clientPOMarkUpPercent": 100,
      "clientPostingAccount": "",
      "clientChargeType": true,
      "clientCurrencycode": "",
      "clientCurrency": "- Base currency -",
      "clientInvestmentOpenBal": 0,
      "clientJobPrefix": "",
      "clientVatReg": "4344333",
      "clientTaxCode": 1,
      "clientTaxRate": 20,
      "clientDefaultStatus": 0
    }
  ]
}

Note: needs 12.2 for custom fields