Balance Sheet
The BalanceSheet Object
A Rutter Balance Sheet represents assets, liabilities, and shareholder equity of a business entity for a specific period. Accounting statements are presented on a monthly basis.
Properties
idstringThe Rutter generated unique ID of the balance sheet.
start_datestringfilterableThe ISO 8601 timestamp for the start date of the balance sheet.
end_datestringfilterableThe ISO 8601 timestamp for the end date of the balance sheet.
currency_codestringThe ISO 4217 currency code of the balance sheet.
total_assetsstringnullableThe total value of Assets.
total_equitystringnullableThe total value of Equity.
total_liabilitiesstringnullableThe total value of Liabilities.
assetsobjectassets attributesequityobjectequity attributesliabilitiesobjectliabilities attributescreated_atstringnullableThe ISO 8601 timestamp that the balance sheet was created.
updated_atstringnullableThe ISO 8601 timestamp that the balance sheet was last updated.
platform_dataobjectOptionalThe raw platform data corresponding to the Rutter object.
List Balance Sheets
Request Parameters
access_tokenstringqueryRequiredThe access token of the connection.
start_datestringfilterablequeryOptionalDeprecated - use filter instead. The first date that you will receive a financial statement for. This means if you set a start date a year ago, you will receive 13 financial statements, one for each month.
end_datestringfilterablequeryOptionalDeprecated - use filter instead. The last date that you will receive a financial statement for. If you set a start date of Jan 1 2021 and an end date of Jan 1 2022, you will receive the 13 months between those dates, inclusive.
expandenumqueryOptionalInclude platform specific data (includes additional fields not provided by the Rutter object).
response_modeenumqueryOptionalThe response mode for our async endpoints. prefer_sync allows calling the API in a best-effort, synchronous fashion and wait for the response. If this takes too long we will instead return the asynchronous response. This is the default behavior. async makes the API respond with the asynchronous response. See Asynchronous Operations.
force_fetchenumqueryOptionalUsed to force a response even if the underlying connection has not finished its initial sync.
Response Body
1{
2 "balance_sheets": [
3 {
4 "id": "9871b4a9-f5d2-4f3b-a66b-dfedbed42c46",
5 "start_date": "2021-09-31T00:00:00Z",
6 "end_date": "2022-09-31T00:00:00Z",
7 "currency_code": "USD",
8 "total_assets": "500",
9 "total_equity": "1000",
10 "total_liabilities": "-500",
11 "assets": {
12 "platform_id": "12345678",
13 "account_id": "1",
14 "name": "Asset",
15 "value": "1000",
16 "items": [
17 {
18 "platform_id": "12345678",
19 "account_id": "1",
20 "name": "1000 Rutter Holding Account",
21 "value": "1000.00",
22 "items": [
23 {
24 "platform_id": "12345678",
25 "account_id": "1",
26 "name": "1000 Rutter Holding Account",
27 "value": "500.00",
28 "items": []
29 },
30 {
31 "platform_id": "12345678",
32 "account_id": "1",
33 "name": "1000 Rutter Holding Account",
34 "value": "500.00",
35 "items": []
36 }
37 ]
38 }
39 ]
40 },
41 "equity": {
42 "platform_id": "12345678",
43 "account_id": "4",
44 "name": "Equity",
45 "value": "1000",
46 "items": [
47 {
48 "account_id": "11",
49 "platform_id": "12345678",
50 "name": "2000 Accounts Payable",
51 "value": "1000",
52 "items": [
53 {
54 "account_id": "11",
55 "platform_id": "12345678",
56 "name": "2000 Accounts Payable",
57 "value": "400",
58 "items": []
59 },
60 {
61 "account_id": "11",
62 "platform_id": "12345678",
63 "name": "2000 Accounts Payable",
64 "value": "600",
65 "items": []
66 }
67 ]
68 }
69 ]
70 },
71 "liabilities": {
72 "platform_id": "12345678",
73 "account_id": "11",
74 "name": "Liability",
75 "value": "-200",
76 "items": [
77 {
78 "account_id": "11",
79 "platform_id": "12345678",
80 "name": "2000 Accounts Payable",
81 "value": "-200",
82 "items": [
83 {
84 "account_id": "11",
85 "platform_id": "12345678",
86 "name": "2000 Accounts Payable",
87 "value": "-100",
88 "items": []
89 },
90 {
91 "account_id": "11",
92 "platform_id": "12345678",
93 "name": "2000 Accounts Payable",
94 "value": "-100",
95 "items": []
96 }
97 ]
98 }
99 ]
100 },
101 "created_at": "2022-01-01T08:00:00.000Z",
102 "updated_at": "2022-01-09T08:00:00.000Z",
103 "platform_data": {
104 "id": 123,
105 "data": "Varies by platform"
106 }
107 }
108 ],
109 "next_cursor": "MTY3NDgzMTk0Ml82MDY4ZDI0ZC02NGRmLTRmN2EtYTM0Ny0zN2ZmNjY5MGVmMjU=",
110 "connection": {
111 "id": "00000000-0000-0000-0000-000000000000",
112 "orgId": "00000000-0000-0000-0000-000000000000",
113 "platform": "NETSUITE"
114 }
115}
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