Codat List Accounting Direct Incomes Example is an example object payload from Codat, with 6 top-level fields. It illustrates the shape of data this provider's APIs accept or return.
Top-level fields
operationIdmethodpathsummaryrequestExamplesresponseExamples
Example Payload
{
"operationId": "list-accounting-direct-incomes",
"method": "GET",
"path": "/companies/{companyId}/connections/{connectionId}/data/directIncomes",
"summary": "List direct incomes",
"requestExamples": [],
"responseExamples": [
{
"status": "200",
"contentType": "application/json",
"name": "Clear Books",
"example": {
"results": [
{
"id": "38e8c917-0afc-4583-8ffe-1b53ad601197",
"reference": "3cb8ced3-3ecb-4974-ada5-8290b0ec3355",
"note": "Direct Income with 1 line items, totaling 188.33",
"contactRef": {
"id": "51f03576-f6b0-40d5-9fba-81a490411c03",
"dataType": "customers"
},
"issueDate": "2022-04-19T00:00:00",
"currency": "GBP",
"currencyRate": 1,
"lineItems": [
{
"description": "Underground - Drain Yard Gully",
"accountRef": {
"id": "72df89d2-512b-4455-af51-a6b563733842",
"name": "Sales"
},
"taxRateRef": {
"id": "6c88aff3-7cb9-4980-a3d3-443e72e02498",
"name": "Sales Tax (10%)",
"effectiveTaxRate": 10
},
"unitAmount": 171.21,
"quantity": 1,
"discountAmount": 0,
"discountPercentage": 0,
"subTotal": 171.21,
"taxAmount": 17.12,
"totalAmount": 188.33,
"itemRef": {
"id": "00491160-6ee5-4d76-9f34-998f00687481",
"name": "Aluminium Silt Bucket"
},
"trackingCategoryRefs": []
}
],
"paymentAllocations": [
{
"payment": {
"id": "38e8c917-0afc-4583-8ffe-1b53ad601197",
"note": "Payment for direct income 38e8c917-0afc-4583-8ffe-1b53ad601197",
"reference": "Direct Income 38e8c917-0afc-4583-8ffe-1b53ad601197",
"accountRef": {
"id": "ff8fdc4c-2aad-4ec1-9430-6bd201832eb3",
"name": "Undeposited Funds"
},
"currency": "GBP",
"currencyRate": 1,
"paidOnDate": "2022-04-19T00:00:00",
"totalAmount": 188.33
},
"allocation": {
"currency": "GBP",
"currencyRate": 1,
"allocatedOnDate": "2022-04-19T00:00:00",
"totalAmount": -188.33
}
}
],
"subTotal": 171.21,
"taxAmount": 17.12,
"totalAmount": 188.33,
"modifiedDate": "2023-04-26T12:38:18Z",
"sourceModifiedDate": "2022-05-13T01:06:00",
"metadata": {
"isDeleted": false
}
},
{
"id": "c31a3778-e3ea-4d01-9281-dd2f291c8cb8",
"reference": "ee4ea56f-8806-494d-9c69-7ec22e68dc5e",
"note": "Direct Income with 4 line items, totaling 32095.91",
"contactRef": {
"id": "453ddfc0-49ce-4f66-a815-dae734be885c",
"dataType": "customers"
},
"issueDate": "2022-04-19T00:00:00",
"currency": "GBP",
"currencyRate": 1,
"lineItems": [
{
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"accountRef": {
"id": "72df89d2-512b-4455-af51-a6b563733842",
"name": "Sales"
},
"taxRateRef": {
"id": "6c88aff3-7cb9-4980-a3d3-443e72e02498",
"name": "Sales Tax (10%)",
"effectiveTaxRate": 10
},
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"quantity": 2,
"discountAmount": 0,
"discountPercentage": 0,
"subTotal": 190.16,
"taxAmount": 19.02,
"totalAmount": 209.18,
"itemRef": {
"id": "6",
"name": "Back Inlet Roddable Gully 90\ufffd Outlet Rectangular Grid"
},
"trackingCategoryRefs": [
{
"id": "costcode_9",
"name": "PandaConstruction"
},
{
"id": "department_3",
"name": "MarshallBrotherContracting"
}
]
},
{
"description": "Grease Trap",
"accountRef": {
"id": "72df89d2-512b-4455-af51-a6b563733842",
"name": "Sales"
},
"taxRateRef": {
"id": "6c88aff3-7cb9-4980-a3d3-443e72e02498",
"name": "Sales Tax (10%)",
"effectiveTaxRate": 10
},
"unitAmount": 1251.89,
"quantity": 6,
"discountAmount": 778.93,
"discountPercentage": 10.37,
"subTotal": 6732.41,
"taxAmount": 673.24,
"totalAmount": 7405.66,
"itemRef": {
"id": "51077072-d5c3-463b-9cb4-7da2e11886f9",
"name": "150 Litre Grease Trap"
},
"trackingCategoryRefs": []
},
{
"description": "Grease Trap",
"accountRef": {
"id": "72df89d2-512b-4455-af51-a6b563733842",
"name": "Sales"
},
"taxRateRef": {
"id": "6c88aff3-7cb9-4980-a3d3-443e72e02498",
"name": "Sales Tax (10%)",
"effectiveTaxRate": 10
},
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"quantity": 2,
"discountAmount": 0,
"discountPercentage": 0,
"subTotal": 5563.88,
"taxAmount": 556.39,
"totalAmount": 6120.27,
"itemRef": {
"id": "22aee6bd-4767-48c4-8a13-fdf85b91fc80",
"name": "600 Litre Grease Trap"
},
"trackingCategoryRefs": []
},
{
"description": "Grease Trap",
"accountRef": {
"id": "72df89d2-512b-4455-af51-a6b563733842",
"name": "Sales"
},
"taxRateRef": {
"id": "6c88aff3-7cb9-4980-a3d3-443e72e02498",
"name": "Sales Tax (10%)",
"effectiveTaxRate": 10
},
"unitAmount": 2781.94,
"quantity": 6,
"discountAmount": 0,
"discountPercentage": 0,
"subTotal": 16691.64,
"taxAmount": 1669.16,
"totalAmount": 18360.8,
"itemRef": {
"id": "22aee6bd-4767-48c4-8a13-fdf85b91fc80",
"name": "600 Litre Grease Trap"
},
"trackingCategoryRefs": []
}
],
"paymentAllocations": [
{
"payment": {
"id": "c31a3778-e3ea-4d01-9281-dd2f291c8cb8",
"note": "Payment for direct income c31a3778-e3ea-4d01-9281-dd2f291c8cb8",
"reference": "Direct Income c31a3778-e3ea-4d01-9281-dd2f291c8cb8",
"accountRef": {
"id": "ff8fdc4c-2aad-4ec1-9430-6bd201832eb3",
"name": "Undeposited Funds"
},
"currency": "GBP",
"currencyRate": 1,
"paidOnDate": "2022-04-19T00:00:00",
"totalAmount": 32095.91
},
"allocation": {
"currency": "GBP",
"currencyRate": 1,
"allocatedOnDate": "2022-04-19T00:00:00",
"totalAmount": -32095.91
}
}
],
"subTotal": 29178.09,
"taxAmount": 2917.81,
"totalAmount": 32095.91,
"modifiedDate": "2023-04-26T12:38:18Z",
"sourceModifiedDate": "2023-02-13T00:34:00",
"metadata": {
"isDeleted": false
}
}
],
"pageNumber": 1,
"pageSize": 2,
"totalResults": 518,
"_links": {
"current": {
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},
"self": {
"href": "/companies/354a121b-855f-4d25-90ad-0905b498c1c0/connections/57b731ba-1d45-4386-ba58-2a1ca0234624/data/directIncomes"
},
"next": {
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}
}
}
},
{
"status": "200",
"contentType": "application/json",
"name": "Dynamics 365 Business Central",
"example": {
"results": [
{
"id": "8be30162-feec-ec11-82f9-000d3a8746a9",
"reference": "B1234",
"note": "4006",
"issueDate": "2022-06-18T00:00:00",
"currency": "USD",
"currencyRate": 0.648364486,
"lineItems": [
{
"description": "Interest Income",
"accountRef": {
"id": "221217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "Interest Income"
},
"taxRateRef": {
"id": "63bc0fb9-89d1-ea11-bbaa-000d3a2b9185",
"name": "Setup for DOMESTIC / STANDARD",
"effectiveTaxRate": 10
},
"unitAmount": 7.13,
"quantity": 1,
"subTotal": 7.13,
"taxAmount": 1.43,
"totalAmount": 8.56,
"trackingCategoryRefs": [
{
"id": "adbc0fb9-89d1-ea11-bbaa-000d3a2b9185",
"name": "ADM-Administration"
}
]
}
],
"paymentAllocations": [
{
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"id": "8be30162-feec-ec11-82f9-000d3a8746a9",
"accountRef": {
"id": "8277672c-b8e6-ec11-82f8-0022481a77f0",
"name": "B020-BoA"
},
"currency": "USD",
"currencyRate": 0.6483644859813084,
"paidOnDate": "2022-06-18T00:00:00",
"totalAmount": 8.56
},
"allocation": {
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}
}
],
"subTotal": 7.13,
"taxAmount": 1.43,
"totalAmount": 8.56,
"modifiedDate": "2023-03-27T14:21:25Z",
"sourceModifiedDate": "2022-06-15T22:56:26Z",
"metadata": {
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}
},
{
"id": "f68e56e0-b8bd-ed11-9a88-6045bd0f9361",
"reference": "B110",
"note": "4990",
"issueDate": "2023-03-07T00:00:00",
"currency": "GBP",
"currencyRate": 1,
"lineItems": [
{
"description": "Accounts Receivable",
"accountRef": {
"id": "641217b3-89d1-ea11-bbaa-000d3a2b9185",
"name": "Accounts Receivable"
},
"taxRateRef": {
"id": "cc81fea8-2917-ed11-90eb-002248009df3",
"name": "",
"effectiveTaxRate": 0
},
"unitAmount": 649.4,
"quantity": -1,
"subTotal": -649.4,
"taxAmount": 0,
"totalAmount": -649.4,
"trackingCategoryRefs": []
}
],
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{
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"accountRef": {
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"name": "HOLDING_LENDING"
},
"currency": "GBP",
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"paidOnDate": "2023-03-07T00:00:00",
"totalAmount": -649.4
},
"allocation": {
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"allocatedOnDate": "2023-03-07T00:00:00",
"totalAmount": -649.4
}
}
],
"subTotal": -649.4,
"taxAmount": 0,
"totalAmount": -649.4,
"modifiedDate": "2023-03-27T14:21:25Z",
"sourceModifiedDate": "2023-03-08T13:55:34Z",
"metadata": {
"isDeleted": false
}
}
],
"pageNumber": 1,
"pageSize": 2,
"totalResults": 2,
"_links": {
"current": {
"href": "/companies/d6849caf-c146-41be-8335-b73346e3bd84/connections/60acb117-5cf5-4745-b069-491551da4066/data/directIncomes?page=1&pageSize=2"
},
"self": {
"href": "/companies/d6849caf-c146-41be-8335-b73346e3bd84/connections/60acb117-5cf5-4745-b069-491551da4066/data/directIncomes"
}
}
}
},
{
"status": "200",
"contentType": "application/json",
"name": "FreeAgent",
"example": {
"results": [
{
"id": "344673327",
"note": "Test Transaction 2",
"issueDate": "2017-11-01T00:00:00",
"currency": "GBP",
"currencyRate": 1,
"lineItems": [
{
"description": "Test Transaction 2",
"accountRef": {
"id": "001",
"name": "Sales"
},
"unitAmount": 10.5,
"quantity": 1,
"subTotal": 10.5,
"taxAmount": 0,
"totalAmount": 10.5,
"trackingCategoryRefs": []
}
],
"paymentAllocations": [
{
"payment": {
"id": "344673327",
"note": "Test Transaction 2",
"accountRef": {
"id": "750-1",
"name": "Bank Account: Business Current Account"
},
"currency": "GBP",
"paidOnDate": "2017-11-01T00:00:00",
"totalAmount": 10.5
},
"allocation": {
"currency": "GBP",
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}
}
],
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"modifiedDate": "2023-04-25T14:20:36Z",
"sourceModifiedDate": "2022-10-06T10:38:24Z",
"metadata": {
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}
},
{
"id": "348104863",
"note": "Codat Ltd Ref: Nov Topup",
"issueDate": "2017-11-23T00:00:00",
"currency": "GBP",
"currencyRate": 1,
"lineItems": [
{
"description": "Codat Ltd Ref: Nov Topup",
"accountRef": {
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"name": "Sales"
},
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"trackingCategoryRefs": []
}
],
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{
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"note": "Codat Ltd Ref: Nov Topup",
"accountRef": {
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},
"currency": "GBP",
"paidOnDate": "2017-11-23T00:00:00",
"totalAmount": 100
},
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}
}
],
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"taxAmount": 0,
"totalAmount": 100,
"modifiedDate": "2023-04-25T14:20:36Z",
"sourceModifiedDate": "2022-10-24T12:13:27Z",
"metadata": {
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}
}
],
"pageNumber": 1,
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"_links": {
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},
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}
}
}
},
{
"status": "200",
"contentType": "application/json",
"name": "QuickBooks Desktop",
"example": {
"results": [
{
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},
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}
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{
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"name": "Owner's Equity - Contributions"
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},
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},
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}
}
],
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"modifiedDate": "2023-04-26T09:36:04Z",
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"metadata": {
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},
{
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],
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},
"next": {
"href": "/companies/5a7f3597-36e1-4216-86fe-289ad36088a6/connections/1f9f6013-f8a5-4278-8a47-3ab7fdb6c24c/data/directIncomes?page=2&pageSize=2"
}
}
}
},
{
"status": "200",
"contentType": "application/json",
"name": "QuickBooks Online",
"example": {
"results": [
{
"id": "1",
"note": "Opening Balance from Bank",
"issueDate": "2018-09-21T00:00:00",
"currency": "GBP",
"currencyRate": 1,
"lineItems": [
{
"accountRef": {
"id": "53",
"name": "Retained profit balance forward account"
},
"unitAmount": 170.23,
"quantity": 1,
"discountAmount": 0,
"subTotal": 170.23,
"taxAmount": 0,
"totalAmount": 170.23,
"trackingCategoryRefs": []
}
],
"paymentAllocations": [
{
"payment": {
"id": "1",
"accountRef": {
"id": "61",
"name": "Dave PP Current"
},
"currency": "GBP",
"currencyRate": 1,
"paidOnDate": "2018-09-21T00:00:00",
"totalAmount": 170.23
},
"allocation": {
"currency": "GBP",
"currencyRate": 1,
"allocatedOnDate": "2018-09-21T00:00:00",
"totalAmount": -170.23
}
}
],
"subTotal": 170.23,
"taxAmount": 0,
"totalAmount": 170.23,
"modifiedDate": "2023-01-18T11:02:50Z",
"sourceModifiedDate": "2018-12-17T14:56:20Z"
},
{
"id": "11",
"note": "Payment from CD Baby, a division of Audio and Video Labs Inc",
"issueDate": "2018-10-15T00:00:00",
"currency": "GBP",
"currencyRate": 1,
"lineItems": [
{
"description": "Payment from CD Baby, a division of Audio and Video Labs Inc",
"accountRef": {
"id": "57",
"name": "Sales of Product Income"
},
"unitAmount": 8.12,
"quantity": 1,
"discountAmount": 0,
"subTotal": 8.12,
"taxAmount": 0,
"totalAmount": 8.12,
"trackingCategoryRefs": []
}
],
"paymentAllocations": [
{
"payment": {
"id": "11",
"accountRef": {
"id": "61",
"name": "Dave PP Current"
},
"currency": "GBP",
"currencyRate": 1,
"paidOnDate": "2018-10-15T00:00:00",
"totalAmount": 8.12
},
"allocation": {
"currency": "GBP",
"currencyRate": 1,
"allocatedOnDate": "2018-10-15T00:00:00",
"totalAmount": -8.12
}
}
],
"subTotal": 8.12,
"taxAmount": 0,
"totalAmount": 8.12,
"modifiedDate": "2023-01-18T11:02:50Z",
"sourceModifiedDate": "2018-12-17T14:56:44Z"
}
],
"pageNumber": 1,
"pageSize": 2,
"totalResults": 1171,
"_links": {
"current": {
"href": "/companies/10818b5e-6e6a-4ed4-a1c5-3e3efe626e87/connections/9e28a776-f4be-425b-8a3d-ad49956de2c9/data/directIncomes?page=1&pageSize=2"
},
"self": {
"href": "/companies/10818b5e-6e6a-4ed4-a1c5-3e3efe626e87/connections/9e28a776-f4be-425b-8a3d-ad49956de2c9/data/directIncomes"
},
"next": {
"href": "/companies/10818b5e-6e6a-4ed4-a1c5-3e3efe626e87/connections/9e28a776-f4be-425b-8a3d-ad49956de2c9/data/directIncomes?page=2&pageSize=2"
}
}
}
},
{
"status": "200",
"contentType": "application/json",
"name": "Sage Intacct",
"example": {
"results": [
{
"id": "4973",
"reference": "dt test contact",
"note": "dt header description",
"issueDate": "2022-03-15T00:00:00",
"currency": "GBP",
"currencyRate": 1,
"lineItems": [
{
"description": "Dt test line1",
"accountRef": {
"id": "151",
"name": "Cash"
},
"taxRateRef": {
"id": "99",
"name": "UK Sale Goods Standard Rate",
"effectiveTaxRate": 20
},
"unitAmount": 125,
"quantity": 1,
"subTotal": 125,
"taxAmount": 25,
"totalAmount": 150,
"trackingCategoryRefs": [
{
"id": "DEPARTMENT-1",
"name": "Sales"
},
{
"id": "LOCATION-8",
"name": "United Kingdom"
}
]
},
{
"description": "dt test line 2",
"accountRef": {
"id": "1
# --- truncated at 32 KB (38 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/codat/refs/heads/main/examples/codat-list-accounting-direct-incomes-example.json