Merge
Merge subpackage_incomeStatements API

The subpackage_incomeStatements API from Merge — 2 operation(s) for subpackage_incomestatements.
Documentation GitHub OpenAPI
OpenAPI Specification

openapi: 3.1.0
info:
  title: Accounting subpackage_incomeStatements API
  version: 1.0.0
servers:
- url: https://api.merge.dev/api
- url: https://api-eu.merge.dev/api
- url: https://api-ap.merge.dev/api
tags:
- name: subpackage_incomeStatements
paths:
  /accounting/v1/income-statements:
    get:
      operationId: list
      summary: List
      description: Returns a list of `IncomeStatement` objects.{/* BEGIN_ACCOUNTING_INCOMESTATEMENT_FETCH_SUPPORTED_FIELDS */}<Footer><MergeSupportedFieldsByIntegrationWidget requestType="GET" data="H4sIAAAAAAAAA81Ua08iMRT9K5t+JDCziGgk2Wx4+MAsw4q40RjTXDqXodBpa9sBxfjfNx1YBR/RTXDXj3Nu77mPc+7cEQYOE2VuSY0AYyqTjsuEFEmqYhSkRtqSqRRPHThMUTpSJKB5BCmuJdDpFikSm2mtjMP4gKOI7ZHBIamRMEWTYCmTfMgxDh+TQi4dJgYcV9KGD8mlYZ5NikRwOcG4vkh4m27xvLREnnzaUHDr29dgrRsZlSWjHl5naN/B7HsT+fwgSjE4CFdYSmZB8xLmp4hRoMO4BQ5a6JD5cZcVR85pWwvDEQod5NWDGKchyhCM40ygDauVva3dvWppyZJX/04T8a1cGF8P1GC3QBMmKGSFTp/dRP32LBon21Fz+yaan1Wj+WQejSdfCzSBQqffqXb7F5Vuq17uvvCAnu6c7/1qtBrHUYHN9yvR+GIW9Vm502eTwbxdOT5ks+Ojk5tofrHVaZ1Vov5+9fhQlbvNnu00e6pTDwJSJKuqktrl3SqwNM6BQTtqKDXx+1kJt1NIcGUvC0FA85LOBoKzwFYCSGGuJMxswFQaphhzCB/56Ol1BgbpD5WoYKy9k/PNcSUflk9qZD86qkfN/da6H+pT4AIGAknNmQyfGZrULkkPPdJ2mAYDECAZUjtC9M5aCTGwIzoUakbtyuWsPOD5Wb0WlX5Na4gyMZp1SINB6Sh3mK4HDKbKIfVOeTVANbjRetRmg5zMrsPuVj/pZQoi8xDLjEHJbkmRoIypRsNVTIokMcpaqo0acj+XREcX4y4/lEYvt0we4fWWX+jT5OUf+rMOjPtT8cqHrzNuMP4JBlJ0aLxWV/fFl8wXoTvNuMPNWC9CZz0btbnxAi0/1HN/65vlKnn8blFVqkE+03TJvEEZTjLOJvnNfulKweWG9HikLS0UoWfDrZ3GbvmjlfmXf4O3Tv+p3B922ovOPtuFn6NRm3GTZ1r66D/659PZAz+1J67ufwPuxHr11woAAA==" /></Footer>{/* END_ACCOUNTING_INCOMESTATEMENT_FETCH_SUPPORTED_FIELDS */}
      tags:
      - subpackage_incomeStatements
      parameters:
      - name: company_id
        in: query
        description: If provided, will only return income statements for this company.
        required: false
        schema:
          type: string
      - name: created_after
        in: query
        description: If provided, will only return objects created after this datetime.
        required: false
        schema:
          type: string
          format: date-time
      - name: created_before
        in: query
        description: If provided, will only return objects created before this datetime.
        required: false
        schema:
          type: string
          format: date-time
      - name: cursor
        in: query
        description: The pagination cursor value.
        required: false
        schema:
          type: string
      - name: expand
        in: query
        description: Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.
        required: false
        schema:
          type: array
          items:
            $ref: '#/components/schemas/IncomeStatementsGetParametersExpandSchemaItems'
      - name: include_deleted_data
        in: query
        description: Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](https://docs.merge.dev/integrations/hris/supported-features/).
        required: false
        schema:
          type: boolean
      - name: include_remote_data
        in: query
        description: Whether to include the original data Merge fetched from the third-party to produce these models.
        required: false
        schema:
          type: boolean
      - name: include_shell_data
        in: query
        description: Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).
        required: false
        schema:
          type: boolean
      - name: modified_after
        in: query
        description: If provided, only objects synced by Merge after this date time will be returned.
        required: false
        schema:
          type: string
          format: date-time
      - name: modified_before
        in: query
        description: If provided, only objects synced by Merge before this date time will be returned.
        required: false
        schema:
          type: string
          format: date-time
      - name: page_size
        in: query
        description: Number of results to return per page. The maximum limit is 100.
        required: false
        schema:
          type: integer
      - name: remote_id
        in: query
        description: The API provider's ID for the given object.
        required: false
        schema:
          type: string
      - name: Authorization
        in: header
        description: Token-based authentication with required prefix "Bearer"
        required: true
        schema:
          type: string
      - name: X-Account-Token
        in: header
        description: Token identifying the end user.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PaginatedIncomeStatementList'
  /accounting/v1/income-statements/{id}:
    get:
      operationId: retrieve
      summary: Retrieve
      description: Returns an `IncomeStatement` object with the given `id`.{/* BEGIN_ACCOUNTING_INCOMESTATEMENT_FETCH_SUPPORTED_FIELDS */}<Footer><MergeSupportedFieldsByIntegrationWidget requestType="GET" data="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" /></Footer>{/* END_ACCOUNTING_INCOMESTATEMENT_FETCH_SUPPORTED_FIELDS */}
      tags:
      - subpackage_incomeStatements
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: expand
        in: query
        description: Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.
        required: false
        schema:
          type: array
          items:
            $ref: '#/components/schemas/IncomeStatementsIdGetParametersExpandSchemaItems'
      - name: include_remote_data
        in: query
        description: Whether to include the original data Merge fetched from the third-party to produce these models.
        required: false
        schema:
          type: boolean
      - name: include_shell_data
        in: query
        description: Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).
        required: false
        schema:
          type: boolean
      - name: Authorization
        in: header
        description: Token-based authentication with required prefix "Bearer"
        required: true
        schema:
          type: string
      - name: X-Account-Token
        in: header
        description: Token identifying the end user.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/IncomeStatement'
components:
  schemas:
    IncomeStatementsGetParametersExpandSchemaItems:
      type: string
      enum:
      - company
      title: IncomeStatementsGetParametersExpandSchemaItems
    IncomeStatement:
      type: object
      properties:
        id:
          type: string
          format: uuid
        remote_id:
          type:
          - string
          - 'null'
          description: The third-party API ID of the matching object.
        created_at:
          type: string
          format: date-time
          description: The datetime that this object was created by Merge.
        modified_at:
          type: string
          format: date-time
          description: The datetime that this object was modified by Merge.
        name:
          type:
          - string
          - 'null'
          description: The income statement's name.
        currency:
          oneOf:
          - $ref: '#/components/schemas/TransactionCurrencyEnum'
          - type: 'null'
          description: The income statement's currency. The currency code in ISO 4217 format.
        company:
          type:
          - string
          - 'null'
          format: uuid
          description: The company the income statement belongs to.
        start_period:
          type:
          - string
          - 'null'
          format: date-time
          description: The income statement's start period.
        end_period:
          type:
          - string
          - 'null'
          format: date-time
          description: The income statement's end period.
        income:
          type: array
          items:
            $ref: '#/components/schemas/ReportItem'
        cost_of_sales:
          type: array
          items:
            $ref: '#/components/schemas/ReportItem'
        gross_profit:
          type:
          - number
          - 'null'
          format: double
          description: The revenue minus the cost of sale.
        operating_expenses:
          type: array
          items:
            $ref: '#/components/schemas/ReportItem'
        net_operating_income:
          type:
          - number
          - 'null'
          format: double
          description: The revenue minus the operating expenses.
        non_operating_expenses:
          type: array
          items:
            $ref: '#/components/schemas/ReportItem'
        net_income:
          type:
          - number
          - 'null'
          format: double
          description: The gross profit minus the total expenses.
        remote_was_deleted:
          type: boolean
          description: Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](https://docs.merge.dev/integrations/hris/supported-features/).
        field_mappings:
          oneOf:
          - $ref: '#/components/schemas/IncomeStatementFieldMappings'
          - type: 'null'
        remote_data:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/RemoteData'
      description: '# The IncomeStatement Object

        ### Description

        The `IncomeStatement` object is used to represent a company’s income, the cost of sales, operating expenses, and other non-operating expenses. The object also includes other important values like gross profit, gross operating profit, and net income. This represents a period of time (month, quarter, or year).


        ### Usage Example

        Fetch from the `GET IncomeStatement` endpoint and view a company''s income statement for a given period.'
      title: IncomeStatement
    TransactionCurrencyEnum:
      type: string
      enum:
      - XUA
      - AFN
      - AFA
      - ALL
      - ALK
      - DZD
      - ADP
      - AOA
      - AOK
      - AON
      - AOR
      - ARA
      - ARS
      - ARM
      - ARP
      - ARL
      - AMD
      - AWG
      - AUD
      - ATS
      - AZN
      - AZM
      - BSD
      - BHD
      - BDT
      - BBD
      - BYN
      - BYB
      - BYR
      - BEF
      - BEC
      - BEL
      - BZD
      - BMD
      - BTN
      - BOB
      - BOL
      - BOV
      - BOP
      - BAM
      - BAD
      - BAN
      - BWP
      - BRC
      - BRZ
      - BRE
      - BRR
      - BRN
      - BRB
      - BRL
      - GBP
      - BND
      - BGL
      - BGN
      - BGO
      - BGM
      - BUK
      - BIF
      - XPF
      - KHR
      - CAD
      - CVE
      - KYD
      - XAF
      - CLE
      - CLP
      - CLF
      - CNX
      - CNY
      - CNH
      - COP
      - COU
      - KMF
      - CDF
      - CRC
      - HRD
      - HRK
      - CUC
      - CUP
      - CYP
      - CZK
      - CSK
      - DKK
      - DJF
      - DOP
      - NLG
      - XCD
      - DDM
      - ECS
      - ECV
      - EGP
      - GQE
      - ERN
      - EEK
      - ETB
      - EUR
      - XBA
      - XEU
      - XBB
      - XBC
      - XBD
      - FKP
      - FJD
      - FIM
      - FRF
      - XFO
      - XFU
      - GMD
      - GEK
      - GEL
      - DEM
      - GHS
      - GHC
      - GIP
      - XAU
      - GRD
      - GTQ
      - GWP
      - GNF
      - GNS
      - GYD
      - HTG
      - HNL
      - HKD
      - HUF
      - IMP
      - ISK
      - ISJ
      - INR
      - IDR
      - IRR
      - IQD
      - IEP
      - ILS
      - ILP
      - ILR
      - ITL
      - JMD
      - JPY
      - JOD
      - KZT
      - KES
      - KWD
      - KGS
      - LAK
      - LVL
      - LVR
      - LBP
      - LSL
      - LRD
      - LYD
      - LTL
      - LTT
      - LUL
      - LUC
      - LUF
      - MOP
      - MKD
      - MKN
      - MGA
      - MGF
      - MWK
      - MYR
      - MVR
      - MVP
      - MLF
      - MTL
      - MTP
      - MRU
      - MRO
      - MUR
      - MXV
      - MXN
      - MXP
      - MDC
      - MDL
      - MCF
      - MNT
      - MAD
      - MAF
      - MZE
      - MZN
      - MZM
      - MMK
      - NAD
      - NPR
      - ANG
      - TWD
      - NZD
      - NIO
      - NIC
      - NGN
      - KPW
      - NOK
      - OMR
      - PKR
      - XPD
      - PAB
      - PGK
      - PYG
      - PEI
      - PEN
      - PES
      - PHP
      - XPT
      - PLN
      - PLZ
      - PTE
      - GWE
      - QAR
      - XRE
      - RHD
      - RON
      - ROL
      - RUB
      - RUR
      - RWF
      - SVC
      - WST
      - SAR
      - RSD
      - CSD
      - SCR
      - SLL
      - XAG
      - SGD
      - SKK
      - SIT
      - SBD
      - SOS
      - ZAR
      - ZAL
      - KRH
      - KRW
      - KRO
      - SSP
      - SUR
      - ESP
      - ESA
      - ESB
      - XDR
      - LKR
      - SHP
      - XSU
      - SDD
      - SDG
      - SDP
      - SRD
      - SRG
      - SZL
      - SEK
      - CHF
      - SYP
      - STN
      - STD
      - TVD
      - TJR
      - TJS
      - TZS
      - XTS
      - THB
      - XXX
      - TPE
      - TOP
      - TTD
      - TND
      - TRY
      - TRL
      - TMT
      - TMM
      - USD
      - USN
      - USS
      - UGX
      - UGS
      - UAH
      - UAK
      - AED
      - UYW
      - UYU
      - UYP
      - UYI
      - UZS
      - VUV
      - VES
      - VEB
      - VEF
      - VND
      - VNN
      - CHE
      - CHW
      - XOF
      - YDD
      - YER
      - YUN
      - YUD
      - YUM
      - YUR
      - ZWN
      - ZRN
      - ZRZ
      - ZMW
      - ZMK
      - ZWD
      - ZWR
      - ZWL
      description: The currency code in ISO 4217 format.
      title: TransactionCurrencyEnum
    IncomeStatementsIdGetParametersExpandSchemaItems:
      type: string
      enum:
      - company
      title: IncomeStatementsIdGetParametersExpandSchemaItems
    RemoteData:
      type: object
      properties:
        path:
          type: string
          description: The third-party API path that is being called.
        data:
          description: The data returned from the third-party for this object in its original, unnormalized format.
      required:
      - path
      description: '# The RemoteData Object

        ### Description

        The `RemoteData` object is used to represent the full data pulled from the third-party API for an object.


        ### Usage Example

        TODO'
      title: RemoteData
    ReportItem:
      type: object
      properties:
        remote_id:
          type:
          - string
          - 'null'
          description: The third-party API ID of the matching object.
        created_at:
          type: string
          format: date-time
          description: The datetime that this object was created by Merge.
        modified_at:
          type: string
          format: date-time
          description: The datetime that this object was modified by Merge.
        name:
          type:
          - string
          - 'null'
          description: The report item's name.
        value:
          type:
          - number
          - 'null'
          format: double
          description: The report item's value.
        sub_items:
          type: object
          additionalProperties:
            description: Any type
        company:
          type:
          - string
          - 'null'
          format: uuid
          description: The company the report item belongs to.
        remote_was_deleted:
          type: boolean
          description: Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](https://docs.merge.dev/integrations/hris/supported-features/).
      description: '# The ReportItem Object

        ### Description

        The `ReportItem` object is used to represent a report item for a Balance Sheet, Cash Flow Statement or Profit and Loss Report.


        ### Usage Example

        Fetch from the `GET BalanceSheet` endpoint and view the balance sheet''s report items.'
      title: ReportItem
    PaginatedIncomeStatementList:
      type: object
      properties:
        next:
          type:
          - string
          - 'null'
        previous:
          type:
          - string
          - 'null'
        results:
          type: array
          items:
            $ref: '#/components/schemas/IncomeStatement'
      title: PaginatedIncomeStatementList
    IncomeStatementFieldMappings:
      type: object
      properties:
        organization_defined_targets:
          type: object
          additionalProperties:
            description: Any type
        linked_account_defined_targets:
          type: object
          additionalProperties:
            description: Any type
      title: IncomeStatementFieldMappings
  securitySchemes:
    tokenAuth:
      type: http
      scheme: bearer
      description: Token-based authentication with required prefix "Bearer"
Merge subpackage_incomeStatements API

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