Orion Advisor Solutions

Orion Advisor Solutions Billing/Payout Dashboard API

The Billing/PayoutDashboard API from Orion Advisor Solutions — 21 operation(s) for billing/payoutdashboard.

GitHub OpenAPI

Operations 23

GET /v1/Billing/PayoutDashboard Get the list of accounts for the appropriate values The return is limited to… #
PUT /v1/Billing/PayoutDashboard/Action/Delete Payout dashboard action delete async #
POST /v1/Billing/PayoutDashboard/CreateExpense Creates a new expense #
GET /v1/Billing/PayoutDashboard/Payment/{paymentId}/Action/Report Payout dashboard payment get excel payee report #
POST /v1/Billing/PayoutDashboard/Payment/DeletePayables Unflushes Payables #
POST /v1/Billing/PayoutDashboard/Payment/Expenses Creates a new payout adjustment, which updates payables #
POST /v1/Billing/PayoutDashboard/Payment/GenerateReport Takes list of Payout Dashboard Ids and generates a report for them #
GET /v1/Billing/PayoutDashboard/Payment/GetHangFireProgressById Payout dashboard payment get hang fire progress by id #
GET /v1/Billing/PayoutDashboard/Payment/List Returns a list of Payments for a given date range #
POST /v1/Billing/PayoutDashboard/Payment/MultiplePayments Used to Create payments. #
GET /v1/Billing/PayoutDashboard/Payment/New This operation will provide entity payout payments. #
POST /v1/Billing/PayoutDashboard/Payment/New Used to Create payments. #
GET /v1/Billing/PayoutDashboard/Payment/PaymentProcessing Payout dashboard payment payment processing #
GET /v1/Billing/PayoutDashboard/Reports/{key} Returns Report Data. Requires Admin/Advisor with permissions #
DELETE /v1/Billing/PayoutDashboard/Reports/{key} This endpoint is no longer valid and will be removed 7/11/2024. #
PUT /v1/Billing/PayoutDashboard/Reports/Action/Delete Used to delete Advisory Fee Reports #
POST /v1/Billing/PayoutDashboard/Reports/Action/ManualReportUpload Manually uploads an advisory fee report. Requires Admin #
POST /v1/Billing/PayoutDashboard/Reports/CreatePaymentReports Generates a Payment Report. Requires Admin/Advisor with edit #
GET /v1/Billing/PayoutDashboard/Reports/Download/{filename} Used to download a previously generated report #
GET /v1/Billing/PayoutDashboard/Reports/List Payout dashboard report get payout dashboard reports #
GET /v1/Billing/PayoutDashboard/RepPayees Payout dashboard get rep payees #
GET /v1/Billing/PayoutDashboard/Summary/ActivityChart Payout dashboard get summary chart #
GET /v1/Billing/PayoutDashboard/Summary/Header Payout dashboard get summary header #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-billing-payoutdashboard-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-billing-payoutdashboard-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Payout Dashboard API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-billing-payoutdashboard-api-openapi.yml