Rockwell Automation

Rockwell Automation Trial Balances API

The Trial Balances API is used to retrieve Trial Balance data.

Documentation GitHub OpenAPI

Business capability

General Ledger Management BC-200.10

Operations 1

GET /accounting/v1/trial-balance Get Trial Balance #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Plex (Rockwell Automation) Connect Trial Balances API
  version: '2026-10-20'
  description: Plex Smart Manufacturing Platform REST APIs, converted mechanically from the structured operation documents the Plex Developer Portal (developers.plex.com, a Rockwell Automation property) serves at /api/documentation/{api}/{operation}. No operations were authored by hand.
  x-generated-from: provider-documentation-json
  x-source: https://developers.plex.com/api/documentation/info
servers:
- url: https://connect.plex.com
  description: Production
- url: https://test.connect.plex.com
  description: Test (from https://developers.plex.com/api/sandbox/url)
security:
- PlexConnectApiKey: []
tags:
- name: Trial Balances API
  description: The Trial Balances API is used to retrieve Trial Balance data.
paths:
  /accounting/v1/trial-balance:
    get:
      operationId: getTrialBalance
      summary: Get Trial Balance
      tags:
      - Trial Balances API
      description: Generate the Trial Balance Report based on specified parameters.
      parameters:
      - name: periodDisplayBegin
        in: query
        required: false
        schema:
          type: string
          example: string
        description: The starting period used to return trial balance records.
      - name: periodDisplayEnd
        in: query
        required: false
        schema:
          type: string
          example: string
        description: The ending period used to return trial balance records.
      - name: excludePeriod13
        in: query
        required: false
        schema:
          type: boolean
          example: false
        description: Specify if 13th period records are excluded from the trial balance report.
      - name: periodAdjustmentEntries
        in: query
        required: false
        schema:
          type: boolean
          example: false
        description: Specify if period adjustment records are included in the trial balance report.
      responses:
        '200':
          description: Query executed successfully.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TrialBalanceDto'
      x-source: https://developers.plex.com/api/documentation/trial-balances-api/get-trial-balance
components:
  schemas:
    TrialBalanceDto:
      type: object
      description: The Trial Balance model.
      properties:
        unclosedPriorYearProfitLoss:
          type: number
          format: double
          description: Identifies an unclosed prior year profit loss amount if applicable.
          example: 0.1
        trialBalanceLines:
          type: array
          description: A list of trial balance lines.
          items:
            type: object
            description: The Trial Balance line model.
            properties: {}
  securitySchemes:
    PlexConnectApiKey:
      type: apiKey
      in: header
      name: X-Plex-Connect-Api-Key
      description: 'Subscription key (Consumer Key of an app created in the Plex Developer Portal). Source: https://developers.plex.com/getstarted'

Rockwell Automation Trial Balances API

Operations 1

Documentation

Specifications

Schemas & Data

Other Resources