Polska firma — tworzymy w Polsce 🇵🇱

Budżety i wydatki

Budżety, transakcje, koszty, podatki i konta bankowe — śledź wydatki i automatycznie uzgadniaj płatności.

Budżet

Endpoints

GET /budgets
POST /budgets
GET /budgets/{id}
PATCH /budgets/{id}
DELETE /budgets/{id}
POST /budgets/{id}/copy-plan-from-year
GET /budgets/{id}/employee-pnl
PUT /budgets/{id}/plan
GET /budgets/{id}/pnl-by-tags

Pola schematu

PoleTyp
name* string
type* string
granularity string
budgetGroup string,null (iri-reference)
attributeSet string,null (iri-reference)
dateFrom string,null (date-time)
dateTo string,null (date-time)
displayPricePerSqm boolean
outgoingTags array
incomingTags array
amountStrategy* string
actualMode string
planningMode stringnull
planSource string
config array
includePeopleCosts booleannull
includeEmployeeCosts booleannull
includePeopleIncome booleannull
outgoingTag string,null (iri-reference)
incomingTag string,null (iri-reference)

Transakcja budżetu

Endpoints

GET /budget-transactions
POST /budget-transactions
GET /budget-transactions/{id}
PATCH /budget-transactions/{id}
DELETE /budget-transactions/{id}

Pola schematu

PoleTyp
budget* string (iri-reference)
transaction* string (iri-reference)
employee string,null (iri-reference)
amount numbernull

Grupa budżetowa

Endpoints

GET /budget-groups
POST /budget-groups
GET /budget-groups/{id}
PATCH /budget-groups/{id}
DELETE /budget-groups/{id}

Pola schematu

PoleTyp
name* string

Koszt

Endpoints

GET /contractors
POST /contractors
GET /contractors/{id}
PATCH /contractors/{id}
DELETE /contractors/{id}
POST /contractors/nip-validation
GET /contractors/search
GET /costs
POST /costs
GET /costs/{id}
PATCH /costs/{id}
GET /costs/{id}/documents
GET /costs/payment-due/{date}
GET /suppliers
POST /suppliers
GET /suppliers/{id}
PATCH /suppliers/{id}
DELETE /suppliers/{id}
POST /suppliers/nip-validation
GET /suppliers/search

Pola schematu

PoleTyp
costGroup* string (iri-reference)
ownerEmployee string,null (iri-reference)
tinType* string
tin stringnull
tinCountry string,null (iri-reference)
cyclic boolean
paymentDeadline integernull
name* string
description stringnull
matchRegex stringnull
requireAttachment booleannull
taxAmount stringnull
notIncludeInChart boolean
eInvoicingReferenceNumber stringnull
eInvoicingSourceXmlUrl stringnull
eInvoicingVisualUrl stringnull
contractorGroup string,null (iri-reference)

Transakcja

Endpoints

GET /transactions
POST /transactions
GET /transactions/{id}
PATCH /transactions/{id}
DELETE /transactions/{id}
GET /transactions/{id}/suggestions
POST /transactions/{id}/suggestions/{suggestionId}/apply
POST /transactions/import
GET /transactions/search
GET /transactions/unassigned
GET /transactions/with-problems

Pola schematu

PoleTyp
id string
bankAccount string (iri-reference)
employeeOwner string,null (iri-reference)
hash string
source stringnull
type string
cost string,null (iri-reference)
counterparty string,null (iri-reference)
counterpartyRole stringnull
statementNumber integer
operationNumber stringnull
description string
currency string
amount number
endingBalance number
orderDate string (date-time)
execDate string (date-time)
relatedDate string,null (date-time)
ignored* integer
note stringnull
hasDetectedProblems booleannull
transactionAttachments array
additionalAttachments array
invoiceTransactions array
properties array
budgetTransactions array
projectTransactions array
employeeTransactions array
createdAt string (date-time)
updatedAt string (date-time)
contractor string,null (iri-reference)
connectedMonth string (date-time)
relatedEmployee string,null (iri-reference)

Konto bankowe

Endpoints

GET /bank-accounts
POST /bank-accounts
GET /bank-accounts/{id}
PATCH /bank-accounts/{id}

Pola schematu

PoleTyp
bank string,null (iri-reference)
type* string
default boolean
hidden boolean
name* string
number stringnull
prefix stringnull
currency* string,null (iri-reference)
defaultImportFormat* string

Grupa podatkowa

Endpoints

GET /tax-groups
POST /tax-groups
GET /tax-groups/{id}
PATCH /tax-groups/{id}

Pola schematu

PoleTyp
name* string
isDefault boolean

Waluta

Endpoints

GET /currencies
GET /currencies/{!sourceCurrency}/rates/{!targetCurrency}/{date}
GET /currencies/{id}

Pola schematu

PoleTyp
id* string

Budżet początkowy

Endpoints

GET /initial-budgets
POST /initial-budgets
GET /initial-budgets/{id}
PATCH /initial-budgets/{id}
DELETE /initial-budgets/{id}
GET /initial-budgets/{id}/contract-comparison
GET /initial-budgets/{id}/contract-comparison/{tagDefinitionId}/breakdown

Pola schematu

PoleTyp
project string (iri-reference)
name string
notes stringnull

Pozycja budżetu początkowego

Endpoints

GET /initial-budget-items
POST /initial-budget-items
GET /initial-budget-items/{id}
PATCH /initial-budget-items/{id}
DELETE /initial-budget-items/{id}

Pola schematu

PoleTyp
id string
name string
plannedAmount stringnull
tagDefinition string,null (iri-reference)
unit stringnull
quantity stringnull
sortOrder integer

Okres budżetowy

Endpoints

GET /budget-periods
POST /budget-periods
GET /budget-periods/{id}
PATCH /budget-periods/{id}
DELETE /budget-periods/{id}

Pola schematu

PoleTyp
id string
periodKey string
baseAmount stringnull
linearGrowth stringnull
exponentialGrowthBps integernull
unitGrowth stringnull
plannedIncome stringnull

Pracownik budżetu

Endpoints

GET /budget-employees
POST /budget-employees
GET /budget-employees/{id}
PATCH /budget-employees/{id}
DELETE /budget-employees/{id}

Pola schematu

PoleTyp
id string
budget* object
employee* string (iri-reference)
position string
positionName string

Umowa budżetu

Endpoints

GET /budget-contracts
POST /budget-contracts
GET /budget-contracts/{id}
DELETE /budget-contracts/{id}

Pola schematu

PoleTyp
id string
contract string (iri-reference)

Kontrahent budżetu

Endpoints

GET /budget-contractors
POST /budget-contractors
GET /budget-contractors/{id}
DELETE /budget-contractors/{id}

Pola schematu

PoleTyp
budget* string (iri-reference)
contractor* string (iri-reference)

Faktura budżetu

Endpoints

GET /budget-invoices
POST /budget-invoices
GET /budget-invoices/{id}
DELETE /budget-invoices/{id}

Pola schematu

PoleTyp
budget* string (iri-reference)
invoice* string (iri-reference)
amountNet stringnull

Projekt budżetu

Endpoints

GET /budget-projects
POST /budget-projects
GET /budget-projects/{id}
DELETE /budget-projects/{id}

Pola schematu

PoleTyp
id string
budget* object
project* string (iri-reference)
createdAt string (date-time)

Pozycja aktywności budżetu

Endpoints

GET /budget-activity

Pola schematu

PoleTyp
type string
state string
direction string
label string
amount number
date stringnull

Pozycja alertu budżetu

Endpoints

GET /budget-alerts

Pola schematu

PoleTyp
key string
type string
severity string
title string
description string
period stringnull
dismissed boolean

Grupa kosztowa

Endpoints

GET /cost-groups
POST /cost-groups
GET /cost-groups/{id}
PATCH /cost-groups/{id}
GET /cost-groups/{id}/chart
POST /cost-groups/{id}/merge
POST /cost-groups/assign-icons-ai
GET /cost-groups/chart

Pola schematu

PoleTyp
id integer
type* string
name* string
description stringnull
icon stringnull
accoutancy_reference stringnull
costs array
createdAt string (date-time)
updatedAt string (date-time)
possibleTypes string

Reguła podatkowa

Endpoints

GET /tax-rules
POST /tax-rules
GET /tax-rules/{id}
PATCH /tax-rules/{id}
DELETE /tax-rules/{id}

Pola schematu

PoleTyp
id string
country* string (iri-reference)
taxAmount* string

Bank

Endpoints

GET /banks
POST /banks
GET /banks/{id}
PATCH /banks/{id}

Pola schematu

PoleTyp
name string
swift* string

Załącznik transakcji

Endpoints

GET /transaction-attachments
POST /transaction-attachments
GET /transaction-attachments/{id}
PATCH /transaction-attachments/{id}
DELETE /transaction-attachments/{id}
POST /transaction-attachments/{id}/apply-suggestion
POST /transaction-attachments/{id}/apply-supplier-suggestion
POST /transaction-attachments/{id}/approve
POST /transaction-attachments/{id}/cascade-preview
POST /transaction-attachments/{id}/detach
GET /transaction-attachments/{id}/documents
POST /transaction-attachments/{id}/manual-match
POST /transaction-attachments/{id}/mark-manual-paid
GET /transaction-attachments/{id}/match-candidates
POST /transaction-attachments/{id}/prefill-project-allocations
POST /transaction-attachments/{id}/prefill-project-allocations-by-cascade
POST /transaction-attachments/{id}/prefill-project-allocations-by-meter
POST /transaction-attachments/{id}/reject
POST /transaction-attachments/{id}/replace-project-allocations
POST /transaction-attachments/{id}/submit-for-approval
GET /transaction-attachments/{id}/suggestions
GET /transaction-attachments/{id}/suggestions-debug
POST /transaction-attachments/{id}/suggestions/{suggestionId}/apply
POST /transaction-attachments/{id}/suggestions/accept-all
POST /transaction-attachments/{id}/unlink-transaction
POST /transaction-attachments/{id}/unmark-manual-paid
POST /transaction-attachments/{id}/withdraw-approval
POST /transaction-attachments/create
POST /transaction-attachments/create-base64
GET /transaction-attachments/pending-approval
GET /transaction-attachments/search

Pola schematu

PoleTyp
id integer
amount integernull
name string
receivedAt string (date-time)
status string

Pozycja faktury załącznika transakcji

Endpoints

POST /transaction-attachment-invoice-lines
PATCH /transaction-attachment-invoice-lines/{id}
DELETE /transaction-attachment-invoice-lines/{id}

Pola schematu

PoleTyp
id integer
transactionAttachment string (iri-reference)
position integer
description stringnull
quantity stringnull
unitPrice stringnull
amount stringnull
taxRate stringnull
currency stringnull
project string,null (iri-reference)
createdAt string (date-time)
updatedAt string (date-time)