Merge · Schema

BalanceSheet

# The BalanceSheet Object ### Description The `BalanceSheet` object shows a company’s assets, liabilities, and equity. Assets should be equal to liability and equity combined. This shows the company’s financial health at a specific point in time. ### Usage Example Fetch from the `LIST BalanceSheets` endpoint and view a company's balance sheets.

IntegrationPlatformUnified-APIAgent HandlerLLM Gateway

Properties

Name Type Description
id string
remote_id stringnull The third-party API ID of the matching object.
created_at string The datetime that this object was created by Merge.
modified_at string The datetime that this object was modified by Merge.
name stringnull The balance sheet's name.
currency object The balance sheet's currency. The currency code in ISO 4217 format.
company stringnull `Company` object for the given `BalanceSheet` object.
date stringnull The balance sheet's date. The balance sheet data will reflect the company's financial position this point in time.
net_assets numbernull The balance sheet's net assets.
assets array
liabilities array
equity array
remote_generated_at stringnull The time that balance sheet was generated by the accounting system.
remote_was_deleted boolean 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 cove
field_mappings object
remote_data arraynull
View JSON Schema on GitHub

JSON Schema

merge-balancesheet-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/BalanceSheet",
  "title": "BalanceSheet",
  "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 balance sheet's name."
    },
    "currency": {
      "oneOf": [
        {
          "$ref": "#/components/schemas/TransactionCurrencyEnum"
        },
        {
          "type": "null"
        }
      ],
      "description": "The balance sheet's currency. The currency code in ISO 4217 format."
    },
    "company": {
      "type": [
        "string",
        "null"
      ],
      "format": "uuid",
      "description": "`Company` object for the given `BalanceSheet` object."
    },
    "date": {
      "type": [
        "string",
        "null"
      ],
      "format": "date-time",
      "description": "The balance sheet's date. The balance sheet data will reflect the company's financial position this point in time."
    },
    "net_assets": {
      "type": [
        "number",
        "null"
      ],
      "format": "double",
      "description": "The balance sheet's net assets."
    },
    "assets": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/ReportItem"
      }
    },
    "liabilities": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/ReportItem"
      }
    },
    "equity": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/ReportItem"
      }
    },
    "remote_generated_at": {
      "type": [
        "string",
        "null"
      ],
      "format": "date-time",
      "description": "The time that balance sheet was generated by the accounting system."
    },
    "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": [
        {
          "$ref": "#/components/schemas/BalanceSheetFieldMappings"
        },
        {
          "type": "null"
        }
      ]
    },
    "remote_data": {
      "type": [
        "array",
        "null"
      ],
      "items": {
        "$ref": "#/components/schemas/RemoteData"
      }
    }
  },
  "description": "# The BalanceSheet Object\n### Description\nThe `BalanceSheet` object shows a company\u2019s assets, liabilities, and equity. Assets should be equal to liability and equity combined. This shows the company\u2019s financial health at a specific point in time.\n\n### Usage Example\nFetch from the `LIST BalanceSheets` endpoint and view a company's balance sheets."
}

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