# Layer ## Docs - [Idempotency](https://docs.layerfi.com/api-details/idempotency.md) - [JSON Data](https://docs.layerfi.com/api-details/json-data.md) - [Pagination](https://docs.layerfi.com/api-details/pagination.md) - [Rate Limiting](https://docs.layerfi.com/api-details/rate-limiting.md) - [Webhooks](https://docs.layerfi.com/api-details/webhooks.md) - [Webhooks Event Catalog](https://docs.layerfi.com/api-details/webhooks-event-catalog.md) - [Bank Transaction object](https://docs.layerfi.com/api-reference/bank-transaction/bank-transaction.md) - [Download Transactions CSV](https://docs.layerfi.com/api-reference/bank-transaction/download-csv.md): This endpoint generates a pre-signed AWS S3 URL for a CSV file with transactions. - [Fetch bill](https://docs.layerfi.com/api-reference/bill/bill.md): Returns the bill associated with the provided bill id. A bill represents an invoice or purchase order a business has received from a vendor for goods or services, and is used to track purchases and accounts payable in Layer. - [Bill payment object](https://docs.layerfi.com/api-reference/bill/payments.md) - [Retrieve Notifications](https://docs.layerfi.com/api-reference/business/notifications.md): Retrieve counts of outstanding transactions, tasks, or other items that require user attention. - [Custom journal entry object](https://docs.layerfi.com/api-reference/custom-journal-entries/custom-journal-entry.md) - [Customer credit object](https://docs.layerfi.com/api-reference/customer-credits/customer-credit.md) - [Payout object](https://docs.layerfi.com/api-reference/customer-payouts/payout.md) - [Archive a customer](https://docs.layerfi.com/api-reference/customer/archive-customer.md): Archive a customer, hiding them from the business's active customer list. - [Create a customer](https://docs.layerfi.com/api-reference/customer/create-customer.md): Create a new customer within Layer. - [Customer object](https://docs.layerfi.com/api-reference/customer/customer.md) - [Get a customer](https://docs.layerfi.com/api-reference/customer/get-customer.md): Get an existing customer within Layer. - [List customers](https://docs.layerfi.com/api-reference/customer/list-customers.md): List all customers within Layer. - [Unarchive a customer](https://docs.layerfi.com/api-reference/customer/unarchive-customer.md): Unarchive a customer, making them visible in the business's active customer list. - [Update a customer](https://docs.layerfi.com/api-reference/customer/update-customer.md): Update an existing customer within Layer. - [Update transaction date range](https://docs.layerfi.com/api-reference/external-account/update-transaction-date-range.md): Updates the visible transaction date range for an external account. Use this endpoint to limit which transactions are shown from this account based on their date. - [Create an Invoice](https://docs.layerfi.com/api-reference/invoice/create.md): This endpoint imports an invoice for a business into Layer. - [Delete an Invoice](https://docs.layerfi.com/api-reference/invoice/delete.md): Deleting an invoice should only be used when an invoice was improperly created. - [Delete a Payment](https://docs.layerfi.com/api-reference/invoice/delete-payment.md): Deleting a payment should be used when a payment was improperly created. - [Invoice object](https://docs.layerfi.com/api-reference/invoice/invoice.md) - [Invoice Payment object](https://docs.layerfi.com/api-reference/invoice/payments.md) - [Void an Invoice](https://docs.layerfi.com/api-reference/invoice/void.md): Void an invoice, removing it from accounting and marking it as voided. - [Account Identifier](https://docs.layerfi.com/api-reference/ledger/account-identifier.md) - [Chart of Accounts object](https://docs.layerfi.com/api-reference/ledger/chart.md) - [Reverse Journal Entry](https://docs.layerfi.com/api-reference/ledger/entries/create-reversal-entry.md): This endpoint creates a reversal entry for an existing journal entry. - [Fetch Journal Entry](https://docs.layerfi.com/api-reference/ledger/entries/get-journal-entry.md): This endpoint retrieves a journal entry within a business' general ledger. - [List Plaid Accounts](https://docs.layerfi.com/api-reference/plaid-account/list-plaid-accounts.md): This endpoint lists the Plaid accounts associated with a business. - [Plaid Account object](https://docs.layerfi.com/api-reference/plaid-account/plaid-account.md) - [Retrieve Plaid Configuration](https://docs.layerfi.com/api-reference/plaid/get.md): Retrieves a Plaid configuration for your Layer account. - [Plaid Configuration object](https://docs.layerfi.com/api-reference/plaid/plaid.md) - [Set Plaid Credentials](https://docs.layerfi.com/api-reference/plaid/set.md): Sets Plaid credentials to be used with your Layer account. - [Refund object](https://docs.layerfi.com/api-reference/refunds/refund.md) - [Balance Sheet object](https://docs.layerfi.com/api-reference/reports/balance-sheet/balance-sheet.md) - [Retrieve a Balance Sheet](https://docs.layerfi.com/api-reference/reports/balance-sheet/get-balance-sheet.md): This endpoint retrieves a balance sheet. - [Cash Flow Statement object](https://docs.layerfi.com/api-reference/reports/cash-flow-statement/cash-flow-statement.md) - [Retrieve a Cash Flow Statement](https://docs.layerfi.com/api-reference/reports/cash-flow-statement/get-cash-flow-statement.md): This endpoint retrieves a cash flow statement. - [Retrieve a Profit and Loss](https://docs.layerfi.com/api-reference/reports/pnl/get.md): This endpoint retrieves a profit and loss. - [Retrieve Profit and Loss Details](https://docs.layerfi.com/api-reference/reports/pnl/get-pnl-details.md): This endpoint retrieves the Profit and Loss Details for a business. - [Profit and Loss object](https://docs.layerfi.com/api-reference/reports/pnl/pnl.md) - [Profit and Loss Details object](https://docs.layerfi.com/api-reference/reports/pnl/pnl-details.md) - [Retrieve SMS Configuration](https://docs.layerfi.com/api-reference/sms/get.md): Retrieves an SMS configuration for your Layer account. - [Set SMS Configuration](https://docs.layerfi.com/api-reference/sms/set.md): Updates the SMS configuration on your Layer account. - [SMS Configuration object](https://docs.layerfi.com/api-reference/sms/sms.md) - [Activate bookkeeping](https://docs.layerfi.com/api-reference/v1/activate-bookkeeping.md): Activates bookkeeping for the specified business. - [Archive business](https://docs.layerfi.com/api-reference/v1/archive-business.md): Archiving a business makes the business inactive. No additional data will by synchronized and business data is not accessible via normal API endpoints. However, data is retained and can be unarchived in the future. - [Archive custom account](https://docs.layerfi.com/api-reference/v1/archive-custom-account.md): Archives a custom account for a business. This action will prevent the account from syncing new transactions and will remove the account from the Layer dashboard. Previously imported transactions will remain. Archiving can be reversed with the `reactivate` endpoint. - [Archive document](https://docs.layerfi.com/api-reference/v1/archive-document.md): Archiving a document makes the document inactive. The document will no longer be accessible via normal API endpoints, but the document is retained and can be unarchived in the future. - [Archive external account](https://docs.layerfi.com/api-reference/v1/archive-external-account.md): Archives an external account for a business. This action will prevent the account from syncing new transactions and will remove the account from the Layer dashboard. Past synced transactions will remain. - [Archive trial balances import](https://docs.layerfi.com/api-reference/v1/archive-trial-balances-import.md): Archives the existing trial balances import for a business, including the opening balances and manual journal entries that were created from it. Use this before re-importing when the source data has changed. - [Archive vehicle](https://docs.layerfi.com/api-reference/v1/archive-vehicle.md): Archives a vehicle. Archived vehicles are hidden from the default list but can still be retrieved with the allow_archived parameter. - [Archive vendor](https://docs.layerfi.com/api-reference/v1/archive-vendor.md): Archives an existing vendor. - [Authorize Quickbooks OAuth flow](https://docs.layerfi.com/api-reference/v1/authorize-quickbooks-oauth-flow.md): This API call begins an OAuth flow to connect a Quickbooks account to a business. It will manage the CSRF token state internally and this API call will return the redirect URL for the OAuth flow. - [Bulk categorize transactions](https://docs.layerfi.com/api-reference/v1/bulk-categorize-bank-transactions.md): Categorize multiple bank transactions in a single request. Each transaction in the request must include a transaction_id and a categorization object specifying how to categorize it. - [Bulk create customers](https://docs.layerfi.com/api-reference/v1/bulk-create-customers.md): Creates multiple customers for a business in a single request. - [Bulk create invoices](https://docs.layerfi.com/api-reference/v1/bulk-create-invoices.md): Create multiple invoices in a batch operation. This endpoint is useful for backfill use cases when creating a business with an extended invoice history. Up to 25 invoices may be uploaded per request. - [Bulk create refunds](https://docs.layerfi.com/api-reference/v1/bulk-create-refunds.md): Creates multiple refunds for a business in a single request. This endpoint is idempotent using the `external_id` field as the idempotency key for each refund. - [Bulk create trips](https://docs.layerfi.com/api-reference/v1/bulk-create-trips.md): Creates multiple trips for the specified business in a single request. Maximum of 100 trips per request. This endpoint is idempotent using the `external_id` field as the idempotency key for each trip. - [Bulk create vehicles](https://docs.layerfi.com/api-reference/v1/bulk-create-vehicles.md): Creates multiple vehicles for the specified business in a single request. Maximum of 100 vehicles per request. This endpoint is idempotent using the `external_id` field as the idempotency key for each vehicle. - [Bulk delete invoice payments](https://docs.layerfi.com/api-reference/v1/bulk-delete-invoice-payments.md): Deletes multiple invoice payments at once. Maximum 100 payments per request. - [Bulk delete invoices](https://docs.layerfi.com/api-reference/v1/bulk-delete-invoices.md): Deletes multiple invoices at once. Maximum 100 invoices per request. All specified invoices must exist and have no payment allocations. - [Bulk match](https://docs.layerfi.com/api-reference/v1/bulk-match.md): Confirm matches for multiple bank transactions. - [Bulk match or categorize](https://docs.layerfi.com/api-reference/v1/bulk-match-or-categorize.md): Match and/or categorize multiple bank transactions in a single request. - [Bulk uncategorize transactions](https://docs.layerfi.com/api-reference/v1/bulk-uncategorize-bank-transactions.md): Remove categorization from multiple bank transactions in a single request. - [Create service](https://docs.layerfi.com/api-reference/v1/catalog/create-service.md): Creates a new service in the catalog. If a service with the same external_id already exists, it will be updated instead. - [Delete service](https://docs.layerfi.com/api-reference/v1/catalog/delete-service.md): Soft deletes a service. Deleted services are excluded from listings by default but can still be retrieved with allow_deleted=true. - [Get service](https://docs.layerfi.com/api-reference/v1/catalog/get-service.md): Retrieves a single service by ID. - [List services](https://docs.layerfi.com/api-reference/v1/catalog/list-services.md): Returns a list of services in the service catalog for the specified business. - [Update service](https://docs.layerfi.com/api-reference/v1/catalog/update-service.md): Partially updates a service. Only the fields provided in the request body will be updated. - [Archive categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/archive-categorization-rule.md): Archives (soft-deletes) a categorization rule. The rule will no longer be applied to new transactions. Archived rules can be included in list results using the `include_archived` query parameter. - [Create categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/create-categorization-rule.md): Creates a new categorization rule for the business. - [Get categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/get-categorization-rule.md): Returns a single categorization rule by ID. - [Get suggested categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/get-suggested-categorization-rule.md): Returns a single suggested categorization rule update by its id. - [List categorization rules](https://docs.layerfi.com/api-reference/v1/categorization-rules/list-categorization-rules.md): Returns a list of categorization rules for the specified business. Rules can be filtered by archived status and external IDs. Results are paginated. - [List suggested categorization rules](https://docs.layerfi.com/api-reference/v1/categorization-rules/list-suggested-categorization-rules.md): Returns a paginated list of suggested categorization rule updates for the business. - [Reject suggested categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/reject-suggested-categorization-rule.md): Rejects a suggested categorization rule update. This marks the suggestion as dismissed and prevents it from being shown again. - [Update categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/update-categorization-rule.md): Updates an existing categorization rule. This replaces the entire rule content. The rule can optionally be applied retroactively to existing uncategorized transactions. - [Update suggested categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/update-suggested-categorization-rule.md): Updates a suggested categorization rule. - [Categorize bank transaction](https://docs.layerfi.com/api-reference/v1/categorize-bank-transaction.md): Categorize a bank transaction to an account defined in the chart of accounts. - [Create bill](https://docs.layerfi.com/api-reference/v1/create-bill.md): Creates a new bill for a business. - [Create bill payment](https://docs.layerfi.com/api-reference/v1/create-bill-payment.md): Creates a new payment for one or more bills. - [Create business](https://docs.layerfi.com/api-reference/v1/create-business.md): Creates a new business in Layer. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will update or no-op. - [Create business auth token](https://docs.layerfi.com/api-reference/v1/create-business-auth-token.md): Creates a new auth token scoped to the specified business. The business auth token is used to authenticate Layer API requests from client-side applications. Note the return type is an AuthToken object rather than a standard Layer API response object. - [Create Check payroll config](https://docs.layerfi.com/api-reference/v1/create-check-payroll-config.md): Creates a new Check payroll configuration for the given business. If a config with the same `check_company_id` already exists, this is a no-op and returns 200. - [Create child ledger account](https://docs.layerfi.com/api-reference/v1/create-child-ledger-account.md): Creates a child account under the specified parent account. The child inherits account_type, account_subtype, and normality from the parent. - [Create custom account](https://docs.layerfi.com/api-reference/v1/create-custom-account.md): Creates a custom account for a business. Custom accounts offer platforms direct control over bank account data and should be used for accounts operated directly by the platform. - [Create customer credit](https://docs.layerfi.com/api-reference/v1/create-customer-credit.md): Creates a new customer credit for a business. - [Create dedicated invoice payment](https://docs.layerfi.com/api-reference/v1/create-dedicated-invoice-payment.md): Creates a payment that is dedicated to a specific invoice. The full payment amount will be allocated to this invoice. - [Create dedicated refund on invoice](https://docs.layerfi.com/api-reference/v1/create-dedicated-invoice-refund.md): Creates a refund that is dedicated to a specific invoice. - [Create demo business](https://docs.layerfi.com/api-reference/v1/create-demo-business.md): Creates a new demo business in Layer. Demo businesses are used for testing and demonstration purposes. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will return the existing demo business if it's not archived. - [Create ledger account](https://docs.layerfi.com/api-reference/v1/create-ledger-account.md): Creates a new ledger account. The stable_name field can be used for idempotency - if an account with the same stable_name already exists, it will be returned instead of creating a duplicate. - [Create P&L comparisons](https://docs.layerfi.com/api-reference/v1/create-p&l-comparisons.md): Compare Profit & Loss views across time periods and/or tags. This endpoint allows specifying multiple time periods (specified in months, years, or custom date ranges) and tags and will generate a comparison for every combination. Note that this endpoint is retrieval only, but uses a `POST` HTTP verb… - [Create payout](https://docs.layerfi.com/api-reference/v1/create-payout.md): Creates a new payout for a business or updates existing payout. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will update or no-op. - [Create refund](https://docs.layerfi.com/api-reference/v1/create-refund.md): Creates a new refund for a business or updates existing refund. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will update or no-op. - [Create refund payment](https://docs.layerfi.com/api-reference/v1/create-refund-payment.md): Creates a new payment for a customer refund. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will no-op. - [Create tag dimension](https://docs.layerfi.com/api-reference/v1/create-tag-dimension.md): Creates a new tag dimension for the business. Tag dimensions define the structure and constraints for tags. - [Create tag value](https://docs.layerfi.com/api-reference/v1/create-tag-value.md): Creates a new tag value definition for a specific tag dimension. - [Create tax packet](https://docs.layerfi.com/api-reference/v1/create-tax-packet.md): Creates a new tax packet request for generating comprehensive tax reporting documents including P&L reports, general ledger details, and account transactions. - [Create trip](https://docs.layerfi.com/api-reference/v1/create-trip.md): Creates a new trip for the specified business. This endpoint is idempotent using the `external_id` field as the idempotency key. - [Create vehicle](https://docs.layerfi.com/api-reference/v1/create-vehicle.md): Creates a new vehicle for the specified business. This endpoint is idempotent using the `external_id` field as the idempotency key. - [Create vendor](https://docs.layerfi.com/api-reference/v1/create-vendor.md): Creates a new vendor for a business. - [Create vendor credit](https://docs.layerfi.com/api-reference/v1/create-vendor-credit.md): Creates a new vendor credit for a business. - [Create vendor payout](https://docs.layerfi.com/api-reference/v1/create-vendor-payout.md): Creates a new vendor payout for a business or updates existing vendor payout. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will update or no-op. - [Create custom journal entry](https://docs.layerfi.com/api-reference/v1/custom-journal-entries/create-custom-journal-entry.md): Creates a new custom journal entry for the specified business. The credits and debits must balance. - [Create multiple custom journal entries](https://docs.layerfi.com/api-reference/v1/custom-journal-entries/create-multiple-custom-journal-entries.md): Creates multiple custom journal entries in a single request. - [Fetch custom journal entry](https://docs.layerfi.com/api-reference/v1/custom-journal-entries/fetch-custom-journal-entry.md): Returns the custom journal entry associated with the provided ID. - [List custom journal entries](https://docs.layerfi.com/api-reference/v1/custom-journal-entries/list-custom-journal-entries.md): Returns a list of custom journal entries for the specified business. Entries can be filtered by date ranges and other parameters. - [Reverse custom journal entry](https://docs.layerfi.com/api-reference/v1/custom-journal-entries/reverse-custom-journal-entry.md): Creates a reversal entry for a custom journal entry, cancelling it out and setting its `reversed_at` date. - [Update custom journal entry](https://docs.layerfi.com/api-reference/v1/custom-journal-entries/update-custom-journal-entry.md): Updates an existing custom journal entry. The credits and debits must balance. - [Deactivate bookkeeping](https://docs.layerfi.com/api-reference/v1/deactivate-bookkeeping.md): Deactivates bookkeeping for the specified business. - [Delete bill](https://docs.layerfi.com/api-reference/v1/delete-bill.md): Deletes an existing bill. - [Delete bill payment](https://docs.layerfi.com/api-reference/v1/delete-bill-payment.md): Deletes an existing bill payment. - [Delete Check payroll config](https://docs.layerfi.com/api-reference/v1/delete-check-payroll-config.md): Archives the specified Check payroll configuration, removing it from active use. - [Delete customer credit](https://docs.layerfi.com/api-reference/v1/delete-customer-credit.md): Marks a customer credit as deleted (soft delete). - [Delete dedicated invoice payment](https://docs.layerfi.com/api-reference/v1/delete-dedicated-invoice-payment.md): Deletes a payment that is dedicated to a specific invoice. - [Delete invoice](https://docs.layerfi.com/api-reference/v1/delete-invoice.md): Marks an invoice as deleted. The invoice must not have any valid payments or refunds associated with it. - [Delete invoice payment](https://docs.layerfi.com/api-reference/v1/delete-invoice-payment.md): Marks an invoice payment as deleted. - [Delete ledger account](https://docs.layerfi.com/api-reference/v1/delete-ledger-account.md): Deletes a ledger account. The account must not have any transactions or child accounts. - [Delete opening balance](https://docs.layerfi.com/api-reference/v1/delete-opening-balance.md): Deletes the opening balance for an external account. - [Delete payout](https://docs.layerfi.com/api-reference/v1/delete-payout.md): Deletes a payout for a business. Ledger entries will be reversed but referenced payments and refunds will not be removed. To keep ledger entries most understandable, we recommend updating payouts rather than deleting and recreating when the intent is to fix or update information from the same payout… - [Delete refund](https://docs.layerfi.com/api-reference/v1/delete-refund.md): Deletes a refund for a business. - [Delete refund payment](https://docs.layerfi.com/api-reference/v1/delete-refund-payment.md): Deletes a refund payment by ID. - [Delete tags from entity](https://docs.layerfi.com/api-reference/v1/delete-tags-from-entity.md): Remove tags from entities of a specified type. This generic endpoint allows removing tags from any supported entity type. - [Delete trip](https://docs.layerfi.com/api-reference/v1/delete-trip.md): Deletes a trip by marking it as deleted. - [Delete vehicle](https://docs.layerfi.com/api-reference/v1/delete-vehicle.md): Deletes a vehicle. The vehicle must not have any trips associated with it and must not be archived. - [Delete vendor credit](https://docs.layerfi.com/api-reference/v1/delete-vendor-credit.md): Marks a vendor credit as deleted (soft delete). - [Delete vendor payout](https://docs.layerfi.com/api-reference/v1/delete-vendor-payout.md): Deletes a vendor payout for a business. - [Delete write-off](https://docs.layerfi.com/api-reference/v1/delete-write-off.md): Deletes a write-off for a business. - [Export account transactions as Excel](https://docs.layerfi.com/api-reference/v1/export-account-transactions-as-excel.md): Exports the transaction history for a specific ledger account as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. The export includes transaction date, entry number, description, debit/credit amounts, running balance, and related accounts. - [Export balance sheet as CSV](https://docs.layerfi.com/api-reference/v1/export-balance-sheet-as-csv.md): Exports a balance sheet report as a CSV file. Returns a pre-signed URL for downloading the generated CSV file. - [Export balance sheet as Excel](https://docs.layerfi.com/api-reference/v1/export-balance-sheet-as-excel.md): Exports a balance sheet report as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. - [Export cashflow statement as CSV](https://docs.layerfi.com/api-reference/v1/export-cashflow-statement-as-csv.md): Exports a cashflow statement as a CSV file. Returns a pre-signed URL for downloading the generated CSV file. - [Export ledger balances to CSV](https://docs.layerfi.com/api-reference/v1/export-ledger-balances-csv.md): Exports ledger account balances to a CSV file. Returns a presigned URL to download the file. - [Export ledger entries to CSV](https://docs.layerfi.com/api-reference/v1/export-ledger-entries-csv.md): Exports ledger entries to a CSV file. Returns a presigned URL to download the file. - [Export month-over-month P&L](https://docs.layerfi.com/api-reference/v1/export-month-over-month-p&l.md): Exports a month-over-month profit and loss comparison as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. - [Export P&L as CSV](https://docs.layerfi.com/api-reference/v1/export-p&l-as-csv.md): Exports a profit and loss report as a CSV file. Returns a pre-signed URL for downloading the generated CSV file. - [Export P&L as Excel](https://docs.layerfi.com/api-reference/v1/export-p&l-as-excel.md): Exports a profit and loss report as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. - [Export P&L comparison as CSV](https://docs.layerfi.com/api-reference/v1/export-p&l-comparison-as-csv.md): Exports a profit and loss comparison report as a CSV file. Returns a pre-signed URL for downloading the generated CSV file. - [Export P&L line items as Excel](https://docs.layerfi.com/api-reference/v1/export-p&l-line-items-as-excel.md): Exports detailed P&L line item information as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. - [Export transactions as CSV](https://docs.layerfi.com/api-reference/v1/export-transactions-as-csv.md): Exports transaction data as a CSV file. Returns a pre-signed URL for downloading the generated CSV file. - [Export transactions as Excel](https://docs.layerfi.com/api-reference/v1/export-transactions-as-excel.md): Exports transaction data as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. - [Fetch accounting configuration](https://docs.layerfi.com/api-reference/v1/fetch-accounting-configuration.md): Returns the accounting configuration associated for the provided business. This is the means by which you can see things such as the default reporting basis for a business or when the books are closed as of. - [Fetch AR aging detail for a customer](https://docs.layerfi.com/api-reference/v1/fetch-ar-aging-detail-for-a-customer.md): Returns detailed accounts receivable aging information for a specific customer, including outstanding balances broken down by aging buckets (current, 1-30 days, 31-60 days, 61-90 days, 91+ days). - [Fetch AR aging report](https://docs.layerfi.com/api-reference/v1/fetch-ar-aging-report.md): Returns an accounts receivable aging report showing outstanding invoices grouped by customer and aging buckets. This report helps track overdue payments and manage cash flow. - [Fetch balance sheet](https://docs.layerfi.com/api-reference/v1/fetch-balance-sheet.md): Returns a balance sheet report showing assets, liabilities, and equity at a specific point in time. - [Fetch bank transaction](https://docs.layerfi.com/api-reference/v1/fetch-bank-transaction.md): Returns the bank transaction associated with the provided bank transaction id. - [Fetch bookkeeping status](https://docs.layerfi.com/api-reference/v1/fetch-bookkeeping-status.md): Returns the bookkeeping status for the specified business. - [Fetch business](https://docs.layerfi.com/api-reference/v1/fetch-business.md): Returns the business associated with the provided business id. - [Fetch business activities](https://docs.layerfi.com/api-reference/v1/fetch-business-activities.md): Generates a list of activities for a specific business. Activities include categorization, SMS, and other business-specific events. This endpoint is paginated, see [Pagination](/api-details/pagination) for details. This v2 endpoint uses the same response format as v1. - [Fetch business activity metrics](https://docs.layerfi.com/api-reference/v1/fetch-business-activity-summary.md): Generates a monthly activity summary for a specific business, including SMS and categorization metrics. This v2 endpoint supports an optional date range and returns a monthly breakdown format. - [Fetch cashflow statement](https://docs.layerfi.com/api-reference/v1/fetch-cashflow-statement.md): Returns a cashflow statement showing cash inflows and outflows over a specified time period. - [Fetch client accounting configuration](https://docs.layerfi.com/api-reference/v1/fetch-client-accounting-configuration.md): Returns the accounting configuration for the specified client. This includes settings such as the default reporting basis and books closure information at the client level. - [Fetch custom account](https://docs.layerfi.com/api-reference/v1/fetch-custom-account.md): Fetches a custom account for a business. Custom accounts offer platforms direct control over bank account data and should be used for accounts operated directly by the platform. - [Fetch customer credit](https://docs.layerfi.com/api-reference/v1/fetch-customer-credit.md): Returns the customer credit associated with the provided customer credit ID. - [Fetch document](https://docs.layerfi.com/api-reference/v1/fetch-document.md): Returns the document associated with the provided document id. This endpoint can fetch any document associated with the business, including transaction-specific receipts. - [Fetch external account](https://docs.layerfi.com/api-reference/v1/fetch-external-account.md): Fetches an external account for a business. External accounts represent all connected financial accounts, including bank accounts, credit cards, loans, etc. - [Fetch invoice](https://docs.layerfi.com/api-reference/v1/fetch-invoice.md): Returns the invoice associated with the provided invoice id. - [Fetch opening balance](https://docs.layerfi.com/api-reference/v1/fetch-opening-balance.md): Fetches the opening balance for an external account. This is useful when verifying or reconciling the historical balance sheet. - [Fetch P&L line items](https://docs.layerfi.com/api-reference/v1/fetch-p&l-line-items.md): Returns detailed line item information for a specific P&L account or category over a specified time period. - [Fetch P&L report](https://docs.layerfi.com/api-reference/v1/fetch-p&l-report.md): Returns a detailed profit and loss report for a specified time period. This endpoint provides comprehensive financial data including revenue, expenses, and net income calculations. - [Fetch P&L summaries](https://docs.layerfi.com/api-reference/v1/fetch-p&l-summaries.md): Returns profit and loss summaries over a specified time range. This endpoint is useful for displaying charts and comparisons, as the summaries are less detailed than the full P&L report but a range of months can be queried at the same time. - [Fetch payout](https://docs.layerfi.com/api-reference/v1/fetch-payout.md): Fetches a payout for a business. - [Fetch platform activity summary](https://docs.layerfi.com/api-reference/v1/fetch-platform-activity-summary.md): Generates a platform activity summary with monthly breakdowns across all businesses. This is the v2 version that provides more detailed monthly analytics. - [Fetch Quickbooks account](https://docs.layerfi.com/api-reference/v1/fetch-quickbooks-account.md): This API call fetches a specific Quickbooks account for a business. - [Fetch Quickbooks configuration](https://docs.layerfi.com/api-reference/v1/fetch-quickbooks-configuration.md): Fetch the current platform Quickbooks configuration. - [Fetch refund](https://docs.layerfi.com/api-reference/v1/fetch-refund.md): Fetches a refund for a business. - [Fetch refund payment](https://docs.layerfi.com/api-reference/v1/fetch-refund-payment.md): Fetches a specific refund payment by ID. - [Fetch Schedule C report](https://docs.layerfi.com/api-reference/v1/fetch-schedule-c-report.md): Returns a Schedule C (Form 1040) report for sole proprietors, showing income and expenses mapped to IRS Schedule C line items. This endpoint requires the business's chart of accounts to have Schedule C mappings configured. - [Fetch SMS configuration](https://docs.layerfi.com/api-reference/v1/fetch-sms-configuration.md): Returns the SMS settings for the business associated with the provided business id. Currently this setting is an `enabled` flag. Note that SMS must be enabled on both a platform level (see /v1/configure/sms) and an individual business level in order to receive SMS messages. - [Fetch SMS message history](https://docs.layerfi.com/api-reference/v1/fetch-sms-message-history.md): Returns the SMS message log for the specified business. This endpoint returns the most recent messages first. - [Fetch Stripe configuration](https://docs.layerfi.com/api-reference/v1/fetch-stripe-configuration.md): Fetch the current platform Stripe configuration. Platform configuration includes the stripe secret used for API access, while business-level configuration includes specific Stripe entity IDs such as a Stripe connect account. - [Fetch task](https://docs.layerfi.com/api-reference/v1/fetch-task.md): Fetches a task for a business. Tasks only exist for businesses enrolled in bookkeeping services, and task lifecycle management is handled by Layer's bookkeeping team. - [Fetch transaction categories](https://docs.layerfi.com/api-reference/v1/fetch-transaction-categories.md): This endpoint returns the nested tree of transaction categories. These categories are derived from the business's chart of accounts and this list should be used for displaying options in a transaction categorization UI. Layer's `` embedded component already uses this endpoint, so i… - [Fetch transaction document](https://docs.layerfi.com/api-reference/v1/fetch-transaction-document.md): Returns the document associated with the provided document id. This endpoint can fetch any document associated with the business, including transaction-specific receipts. - [Fetch uncategorized transaction counts](https://docs.layerfi.com/api-reference/v1/fetch-uncategorized-transaction-counts.md): Retrieve the count of categorized and uncategorized transactions for a range of months. `start_year`, `start_month`, `end_year`, and `end_month` determine the range of months to fetch. If not specified, range will start at January of the current year and end at the current month. - [Fetch vendor](https://docs.layerfi.com/api-reference/v1/fetch-vendor.md): Returns the vendor associated with the provided vendor id. - [Fetch vendor credit](https://docs.layerfi.com/api-reference/v1/fetch-vendor-credit.md): Returns the vendor credit associated with the provided vendor credit ID. - [Fetch vendor payout](https://docs.layerfi.com/api-reference/v1/fetch-vendor-payout.md): Fetches a vendor payout for a business. - [Fetch write-off](https://docs.layerfi.com/api-reference/v1/fetch-write-off.md): Fetches a write-off for a business. - [Generate invoice PDF](https://docs.layerfi.com/api-reference/v1/generate-invoice-pdf.md): Generates a PDF document for the specified invoice and returns a presigned URL to download the PDF. - [Get account line items](https://docs.layerfi.com/api-reference/v1/get-account-line-items.md): Returns all line items for a specific ledger account with running balances. - [Get chart of accounts](https://docs.layerfi.com/api-reference/v1/get-chart-of-accounts.md): Returns the complete chart of accounts for the business as a nested tree structure. - [Get connection status](https://docs.layerfi.com/api-reference/v1/get-connection-status.md): Returns the connection status of Quickbooks for a business. To create new connections, use Quickbooks connection component. Businesses who have not connected a Quickbooks account will have a response with `is_connected` set to false. - [Get dedicated invoice payment](https://docs.layerfi.com/api-reference/v1/get-dedicated-invoice-payment.md): Returns a payment that is dedicated to a specific invoice. - [Get ledger account](https://docs.layerfi.com/api-reference/v1/get-ledger-account.md): Returns a single ledger account by ID or stable_name. - [Get ledger balances](https://docs.layerfi.com/api-reference/v1/get-ledger-balances.md): Returns the ledger account balances for the business. Supports filtering by date range, reporting basis, customer, vendor, and tags. - [Get mileage summary](https://docs.layerfi.com/api-reference/v1/get-mileage-summary.md): Returns a summary of mileage statistics grouped by year and month, including total miles, business miles, personal miles, uncategorized miles, trip counts, and estimated deductions. - [Get tag dimension](https://docs.layerfi.com/api-reference/v1/get-tag-dimension.md): Returns a tag dimension by ID. - [Get tag dimension by key](https://docs.layerfi.com/api-reference/v1/get-tag-dimension-by-key.md): Returns a tag dimension by its key string. This is an alternative to fetching by UUID. - [Get trip](https://docs.layerfi.com/api-reference/v1/get-trip.md): Returns a single trip by ID. - [Get vehicle](https://docs.layerfi.com/api-reference/v1/get-vehicle.md): Returns a single vehicle by ID. - [Import transactions](https://docs.layerfi.com/api-reference/v1/import-transactions.md): Imports transactions for a custom account. This action will import transactions from the specified start date to the present. If the account has already been imported, this action will overwrite the existing transactions. - [Import trial balances](https://docs.layerfi.com/api-reference/v1/import-trial-balances.md): Imports trial balances for a business from a `.zip` archive of Excel (`.xlsx`) files — one sheet per effective date. The earliest trial balance is converted into opening balances for each ledger account, and each subsequent trial balance is imported as a manual journal entry capturing the net change… - [List bank transactions](https://docs.layerfi.com/api-reference/v1/list-bank-transactions.md): Returns a list of bank transactions for the specified business. - [List bill payments](https://docs.layerfi.com/api-reference/v1/list-bill-payments.md): Returns a list of bill payments for the specified business. Payments can be filtered by method and date range. - [List bills](https://docs.layerfi.com/api-reference/v1/list-bills.md): Returns a list of bills for the specified business. Bills can be filtered by status and date range. Results will be paginated. - [List businesses](https://docs.layerfi.com/api-reference/v1/list-businesses.md): Returns a list of all active businesses that have been registered to a client in Layer. - [List Check payroll configs](https://docs.layerfi.com/api-reference/v1/list-check-payroll-configs.md): Returns all Check payroll configurations for the given business. - [List customer credits](https://docs.layerfi.com/api-reference/v1/list-customer-credits.md): Returns a list of customer credits for the specified business. Customer credits can be filtered by date range and customer. Results will be paginated. - [List demo businesses](https://docs.layerfi.com/api-reference/v1/list-demo-businesses.md): Returns a list of all demo businesses that have been created for the authenticated client. Demo businesses are used for testing and demonstration purposes and are separate from regular businesses. - [List external accounts](https://docs.layerfi.com/api-reference/v1/list-external-accounts.md): Fetches a list of external accounts for a business. External accounts represent all connected financial accounts, including bank accounts, credit cards, loans, etc. - [List invoices](https://docs.layerfi.com/api-reference/v1/list-invoices.md): Returns a list of invoices for the specified business. Invoices can be filtered by status and date range. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [List ledger accounts](https://docs.layerfi.com/api-reference/v1/list-ledger-accounts.md): Returns all ledger accounts for the business with their current balances in a nested tree structure. - [List ledger entries](https://docs.layerfi.com/api-reference/v1/list-ledger-entries.md): Returns ledger entries (journal entries) for the business. Supports filtering by date range, reporting basis, customer, vendor, and tags. Results are paginated. - [List payments](https://docs.layerfi.com/api-reference/v1/list-payments.md): Returns a list of invoice payments for the specified business. Payments can be filtered by method and date range. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [List payouts](https://docs.layerfi.com/api-reference/v1/list-payouts.md): Fetches a list of payouts for a business. Payouts can be filtered by external ID, memo content, completion date range, and amount range. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [List Quickbooks accounts](https://docs.layerfi.com/api-reference/v1/list-quickbooks-accounts.md): This API call lists all Quickbooks accounts for a business. - [List refund payments](https://docs.layerfi.com/api-reference/v1/list-refund-payments.md): Fetches a list of customer refund payments for a business. Results can be filtered by various criteria and will be paginated, see [Pagination](/api-details/pagination) for details. - [List refunds](https://docs.layerfi.com/api-reference/v1/list-refunds.md): Fetches a list of refunds for a business. Refunds can be filtered by external ID, status, completion date range, amount range, and payout inclusion. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [List tag dimensions](https://docs.layerfi.com/api-reference/v1/list-tag-dimensions.md): Returns a list of tag dimensions for the business. Tag dimensions define the structure and constraints for tags. - [List tag values](https://docs.layerfi.com/api-reference/v1/list-tag-value.md): Returns a list of tag values for the business. These are the predefined values that can be used when creating tags. - [List tax packets](https://docs.layerfi.com/api-reference/v1/list-tax-packets.md): Returns a list of tax packet requests for the business, optionally filtered by year or including archived requests. - [List transaction documents](https://docs.layerfi.com/api-reference/v1/list-transaction-documents.md): Returns the documents associated with the provided bank transaction id. Bank transaction documents are most commonly receipts, but any document may be uploaded, such as an invoice. Images (`jpg` & `png`) and PDFs are supported. Each document will be served as a presigned URL, which is a secure, temp… - [List trips](https://docs.layerfi.com/api-reference/v1/list-trips.md): Returns a paginated list of trips for the specified business. Trips can be filtered by date range, purpose, vehicle, and search query. - [List vehicles](https://docs.layerfi.com/api-reference/v1/list-vehicles.md): Returns a list of all vehicles for the specified business. Vehicles can be filtered by archived and deleted status. - [List vendor credits](https://docs.layerfi.com/api-reference/v1/list-vendor-credits.md): Returns a list of vendor credits for the specified business. Vendor credits can be filtered by date range and vendor. Results will be paginated. - [List vendor payouts](https://docs.layerfi.com/api-reference/v1/list-vendor-payouts.md): Fetches a list of vendor payouts for a business. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [List vendors](https://docs.layerfi.com/api-reference/v1/list-vendors.md): Returns a list of vendors for the specified business. - [Mark task completed](https://docs.layerfi.com/api-reference/v1/mark-task-completed.md): Marks a task as completed by the user. Tasks only exist for businesses enrolled in bookkeeping services, and task lifecycle management is handled by Layer's bookkeeping team. This endpoint is used by Layer's `` component to mark tasks as user completed, and if you use embedded components, you… - [Match bank transaction](https://docs.layerfi.com/api-reference/v1/match-bank-transaction.md): Match a bank transaction to a financial event such as an invoice payment or a payout. - [Merge customers](https://docs.layerfi.com/api-reference/v1/merge-customers.md): Merges one customer into another. - [Merge vendors](https://docs.layerfi.com/api-reference/v1/merge-vendors.md): Merges one vendor into another. - [Patch accounting configuration](https://docs.layerfi.com/api-reference/v1/patch-accounting-configuration.md): Updates the accounting configuration associated for the provided business. This is the means by which you can update things such as the default reporting basis for a business or mark the books as closed. - [Patch custom account](https://docs.layerfi.com/api-reference/v1/patch-custom-account.md): Updates a custom account for a business. Patch style update will only change specified fields. - [Patch refund](https://docs.layerfi.com/api-reference/v1/patch-refund.md): Partially updates an existing refund. Only the fields provided will be updated. If allocations or payments are provided, they will fully replace the existing allocations or payments respectively, and ledger entries will be reversed and recreated. - [Patch update customer](https://docs.layerfi.com/api-reference/v1/patch-update-customer.md): Patch (partially) updates an existing customer. - [Patch update ledger account](https://docs.layerfi.com/api-reference/v1/patch-update-ledger-account.md): Partially updates a ledger account based on the provided fields. - [Patch update vendor](https://docs.layerfi.com/api-reference/v1/patch-update-vendor.md): Patches (partially updates) an existing vendor. - [Reactivate custom account](https://docs.layerfi.com/api-reference/v1/reactivate-custom-account.md): Reactivates a custom account for a business. This action will allow the account to sync new transactions and will add the account back to the Layer dashboard. - [Reactivate vehicle](https://docs.layerfi.com/api-reference/v1/reactivate-vehicle.md): Reactivates an archived vehicle, making it visible in the default vehicle list again. - [Record a payment](https://docs.layerfi.com/api-reference/v1/record-a-payment.md): Records a payment that can be allocated to one or more invoices and/or ledger accounts. - [Record write-off](https://docs.layerfi.com/api-reference/v1/record-write-off.md): This endpoint records a write-off of an invoice in Layer. - [Set opening balance](https://docs.layerfi.com/api-reference/v1/set-opening-balance.md): Sets the balance of the account at a specific time, which is necessary for showing both a current balance and a correct opening balance. This is useful when configuring the account for the first time or when accounting features are enabled starting at a time after the account was created. - [Submit task response](https://docs.layerfi.com/api-reference/v1/submit-task-response.md): Submits or updates a task user response for a business. Tasks only exist for businesses enrolled in bookkeeping services, and task lifecycle management is handled by Layer's bookkeeping team. This endpoint is used by Layer's `` component to submit user responses, and if you use embedded compo… - [Sync from Quickbooks](https://docs.layerfi.com/api-reference/v1/sync-from-quickbooks.md): Syncs Quickbooks data for a business. This endpoint can be used to manually trigger a sync from Quickbooks. - [Tag entities](https://docs.layerfi.com/api-reference/v1/tag-entities.md): Tag entities of a specified type with custom tags. This generic endpoint allows tagging of any supported entity type. When tagging a BANK_ACCOUNT, the tags are automatically applied to all transactions and opening balances associated with that bank account. - [Create tax profile](https://docs.layerfi.com/api-reference/v1/tax-estimates/create-tax-profile.md): Creates a new tax profile for the business. - [Export tax documents](https://docs.layerfi.com/api-reference/v1/tax-estimates/export-tax-documents.md): Generates tax documents for download. Returns a pre-signed S3 URL. - [Get tax checklist](https://docs.layerfi.com/api-reference/v1/tax-estimates/get-tax-checklist.md): Returns actionable items that need user attention for tax preparation. - [Get tax details](https://docs.layerfi.com/api-reference/v1/tax-estimates/get-tax-details.md): Returns detailed breakdown of tax calculations including adjusted gross income, deductions, and federal taxes. - [Get tax overview](https://docs.layerfi.com/api-reference/v1/tax-estimates/get-tax-overview.md): Returns high-level tax summary for dashboard display. Each summary field includes a corresponding URL for retrieving itemized breakdowns. - [Get tax payments](https://docs.layerfi.com/api-reference/v1/tax-estimates/get-tax-payments.md): Returns quarterly tax payment history and tracking. - [Get tax profile](https://docs.layerfi.com/api-reference/v1/tax-estimates/get-tax-profile.md): Returns the current tax profile configuration. Does NOT create or modify data. - [Get tax summary](https://docs.layerfi.com/api-reference/v1/tax-estimates/get-tax-summary.md): Returns a summary of projected taxes owed with breakdown by federal and state tax components. This provides a high-level overview of total taxes due, what has been paid, and what remains owed. - [Update tax profile](https://docs.layerfi.com/api-reference/v1/tax-estimates/update-tax-profile.md): Updates an existing tax profile for the business. - [Bulk create time entries](https://docs.layerfi.com/api-reference/v1/time-tracking/bulk-create-time-entries.md): Creates multiple time entries in a single request (maximum 100). Each entry follows the same create-or-update logic based on external_id. - [Create time entry](https://docs.layerfi.com/api-reference/v1/time-tracking/create-time-entry.md): Creates a new time entry. If a time entry with the same external_id already exists, it will be updated instead. - [Preview invoice from time entries](https://docs.layerfi.com/api-reference/v1/time-tracking/get-invoice-preview.md): Generates an invoice preview from unbilled billable time entries for a specific customer. Returns invoice parameters that can be used to create an invoice. - [Get time entry](https://docs.layerfi.com/api-reference/v1/time-tracking/get-time-entry.md): Retrieves a single time entry by ID. - [Get time entry summary](https://docs.layerfi.com/api-reference/v1/time-tracking/get-time-entry-summary.md): Returns aggregated summary statistics for time entries, including totals and breakdowns by customer and service. - [List time entries](https://docs.layerfi.com/api-reference/v1/time-tracking/list-time-entries.md): Returns a paginated list of time entries for the specified business with optional filters. - [Update time entry](https://docs.layerfi.com/api-reference/v1/time-tracking/update-time-entry.md): Partially updates a time entry. Only the fields provided in the request body will be updated. - [Unarchive business](https://docs.layerfi.com/api-reference/v1/unarchive-business.md): Unarchiving a business will re-activate it. All other endpoints will be able to access the business data again. No additional data syncing or modification will have taken place during the archived period. This is the only method available on a business while it is archived. - [Unarchive vendor](https://docs.layerfi.com/api-reference/v1/unarchive-vendor.md): Unarchives an existing vendor. - [Uncategorize and archive external account](https://docs.layerfi.com/api-reference/v1/uncategorize-and-archive-external-account.md): Uncategorizes all transactions and archives an external account. This purges the account by reverting all transaction categorizations and then archiving the account. The account will no longer sync new transactions and will be removed from the Layer dashboard. - [Uncategorize bank transaction](https://docs.layerfi.com/api-reference/v1/uncategorize-bank-transaction.md): Uncategorize a bank transaction. This will remove any categorization or match that has been applied to the transaction and reverse any ledger entries from the previous classification. - [Update bill](https://docs.layerfi.com/api-reference/v1/update-bill.md): Updates an existing bill. - [Update bill payment](https://docs.layerfi.com/api-reference/v1/update-bill-payment.md): Updates an existing bill payment. - [Update business](https://docs.layerfi.com/api-reference/v1/update-business.md): Updates the business associated with the provided business id. Note that all fields are optional and can be omitted. - [Update client accounting configuration](https://docs.layerfi.com/api-reference/v1/update-client-accounting-configuration.md): Updates the accounting configuration for the specified client. This allows you to modify settings such as the default reporting basis and mark books as closed at the client level. - [Update custom account](https://docs.layerfi.com/api-reference/v1/update-custom-account.md): Updates a custom account for a business. Put style update will replace all fields. - [Update customer credit](https://docs.layerfi.com/api-reference/v1/update-customer-credit.md): Updates an existing customer credit. - [Update dedicated invoice payment](https://docs.layerfi.com/api-reference/v1/update-dedicated-invoice-payment.md): Updates a payment that is dedicated to a specific invoice. - [Update invoice](https://docs.layerfi.com/api-reference/v1/update-invoice.md): Updates an existing invoice. Payments, refunds and writeoffs are not changed, but updates to invoice cannot put the invoice into an overpaid state. - [Update ledger account](https://docs.layerfi.com/api-reference/v1/update-ledger-account.md): Fully updates a ledger account. All fields must be provided. - [Update payment](https://docs.layerfi.com/api-reference/v1/update-payment.md): Update an invoice payment. Updates to information such as the amount or time will cause reversal of previous journal entries and creation of new entries. - [Update payout](https://docs.layerfi.com/api-reference/v1/update-payout.md): Updates a payout for a business. Ledger entries will be reversed and new entries created for the updated payout. To keep ledger entries most understandable, we recommend updating payouts rather than deleting and recreating when the intent is to fix or update information from the same payout. - [Update Quickbooks account mapping](https://docs.layerfi.com/api-reference/v1/update-quickbooks-account-mapping.md): This API call updates the mapping of a Quickbooks account to a Layer ledger account. - [Update Quickbooks configuration](https://docs.layerfi.com/api-reference/v1/update-quickbooks-configuration.md): Update the current platform Quickbooks configuration. - [Update refund](https://docs.layerfi.com/api-reference/v1/update-refund.md): Fully replaces an existing refund. All allocations and payments will be replaced with the new values provided. This will reverse any existing ledger entries and create new ones based on the updated refund data. - [Update SMS configuration](https://docs.layerfi.com/api-reference/v1/update-sms-configuration.md): Updates the SMS settings for the business associated with the provided business id. Currently this setting is an `enabled` flag. - [Update Stripe configuration](https://docs.layerfi.com/api-reference/v1/update-stripe-configuration.md): Update the current platform Stripe configuration. Platform configuration includes the stripe secret used for API access, while business-level configuration includes specific Stripe entity IDs such as a Stripe connect account. - [Update tag dimension](https://docs.layerfi.com/api-reference/v1/update-tag-dimension.md): Updates a specific tag dimension. All fields are optional. - [Update tag value](https://docs.layerfi.com/api-reference/v1/update-tag-value.md): Updates an existing tag value definition, including archiving/unarchiving functionality. - [Update transaction metadata](https://docs.layerfi.com/api-reference/v1/update-transaction-metadata.md): Updates the metadata associated with the provided bank transaction id. Bank transaction metadata is additional information that can be associated with a transaction, such as a memo. - [Update trip](https://docs.layerfi.com/api-reference/v1/update-trip.md): Partially updates a trip. Only provided fields will be updated. - [Update vehicle](https://docs.layerfi.com/api-reference/v1/update-vehicle.md): Partially updates a vehicle. Only provided fields will be updated. - [Update vendor](https://docs.layerfi.com/api-reference/v1/update-vendor.md): Replaces an existing vendor. - [Update vendor credit](https://docs.layerfi.com/api-reference/v1/update-vendor-credit.md): Updates an existing vendor credit. - [Update vendor payout](https://docs.layerfi.com/api-reference/v1/update-vendor-payout.md): Updates a vendor payout for a business. - [Upload transaction document](https://docs.layerfi.com/api-reference/v1/upload-transaction-document.md): Upload a document for a transaction, such as a receipt or invoice. Images (`jpg` & `png`) and PDFs are supported. The document will be associated with the provided transaction id. This functionality is built into Layer's `` embedded component, but can be used directly if needed. Th… - [Create vendor refund](https://docs.layerfi.com/api-reference/v1/vendor-refunds/create-vendor-refund.md): Creates a new vendor refund for a business or updates existing vendor refund. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will update or no-op. - [Create vendor refund payment](https://docs.layerfi.com/api-reference/v1/vendor-refunds/create-vendor-refund-payment.md): Creates a new payment for a vendor refund. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will no-op. - [Delete vendor refund](https://docs.layerfi.com/api-reference/v1/vendor-refunds/delete-vendor-refund.md): Deletes a vendor refund for a business. - [Delete vendor refund payment](https://docs.layerfi.com/api-reference/v1/vendor-refunds/delete-vendor-refund-payment.md): Deletes a payment for a vendor refund. - [Fetch vendor refund](https://docs.layerfi.com/api-reference/v1/vendor-refunds/fetch-vendor-refund.md): Fetches a vendor refund for a business. - [Fetch vendor refund payment](https://docs.layerfi.com/api-reference/v1/vendor-refunds/fetch-vendor-refund-payment.md): Fetches a specific payment for a vendor refund. - [List vendor refund payments](https://docs.layerfi.com/api-reference/v1/vendor-refunds/list-vendor-refund-payments.md): Fetches a list of vendor refund payments for a business. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [List payments for vendor refund](https://docs.layerfi.com/api-reference/v1/vendor-refunds/list-vendor-refund-payments-for-refund.md): Fetches a list of payments for a specific vendor refund. - [List vendor refunds](https://docs.layerfi.com/api-reference/v1/vendor-refunds/list-vendor-refunds.md): Fetches a list of vendor refunds for a business. Vendor refunds can be filtered by external ID, status, completion date range, and amount range. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [Patch vendor refund](https://docs.layerfi.com/api-reference/v1/vendor-refunds/patch-vendor-refund.md): Partially updates an existing vendor refund. Only the fields provided will be updated. If allocations or payments are provided, they will fully replace the existing allocations or payments respectively, and ledger entries will be reversed and recreated. - [Update vendor refund](https://docs.layerfi.com/api-reference/v1/vendor-refunds/update-vendor-refund.md): Fully replaces an existing vendor refund. All allocations and payments will be replaced with the new values provided. This will reverse any existing ledger entries and create new ones based on the updated refund data. - [Void bill](https://docs.layerfi.com/api-reference/v1/void-bill.md): Voids an existing bill. - [Vendor credit object](https://docs.layerfi.com/api-reference/vendor-credits/vendor-credit.md) - [Vendor Payout object](https://docs.layerfi.com/api-reference/vendor-payouts/vendor-payout.md) - [Vendor Refund object](https://docs.layerfi.com/api-reference/vendor-refunds/vendor-refund.md) - [Vendor object](https://docs.layerfi.com/api-reference/vendor/vendor.md) - [Write-off object](https://docs.layerfi.com/api-reference/write-offs/write-off.md) - [Detecting errors](https://docs.layerfi.com/embedded-components/callbacks.md) - [Balance Sheet](https://docs.layerfi.com/embedded-components/components/balance-sheet.md): The Balance Sheet report. - [Bank Transactions](https://docs.layerfi.com/embedded-components/components/bank-transactions.md): Bank account and credit card transactions ingested into Layer. - [Bookkeeping Upsell Bar](https://docs.layerfi.com/embedded-components/components/bookkeeping-upsell-bar.md): Banner component to promote bookkeeping services. - [Cash Flow Statement](https://docs.layerfi.com/embedded-components/components/cash-flow-statement.md): The Cash Flow Statement report. - [Chart of Accounts](https://docs.layerfi.com/embedded-components/components/chart-of-accounts.md): List of all accounts within the general ledger. - [Global Date Range Selection](https://docs.layerfi.com/embedded-components/components/global-date-range-selection.md): Global date range selection control with period presets and custom start/end dates. - [Global Month Picker](https://docs.layerfi.com/embedded-components/components/global-month-picker.md): Month picker that controls the global date range. - [Integrations](https://docs.layerfi.com/embedded-components/components/integrations.md): Manage integrations to 3rd party data sources. - [Invoices](https://docs.layerfi.com/embedded-components/components/invoices.md): Invoice management with creation, editing, payment tracking, and status management. - [Journal](https://docs.layerfi.com/embedded-components/components/journal.md): All journal entries in the general ledger. - [Landing Page](https://docs.layerfi.com/embedded-components/components/landing-page.md): Landing page showcasing Layer accounting and bookkeeping services. - [Link Accounts (Onboarding)](https://docs.layerfi.com/embedded-components/components/link-accounts.md): Onboarding component which walks users through connecting business accounts. - [Linked Accounts](https://docs.layerfi.com/embedded-components/components/linked-accounts.md): Bank accounts and credit cards connected to Layer. - [Onboarding](https://docs.layerfi.com/embedded-components/components/onboarding.md): Prompts users to connect accounts and categorize transactions. - [P&L Breakdown Charts](https://docs.layerfi.com/embedded-components/components/pnl-breakdown-charts.md): Itemized breakdown of revenue and expenses. - [Summary Cards](https://docs.layerfi.com/embedded-components/components/pnl-cards.md): Summarized Profit & Loss metrics. - [Chart](https://docs.layerfi.com/embedded-components/components/pnl-chart.md): Chart of revenue, expenses, and profit for the last 12 months. - [Report](https://docs.layerfi.com/embedded-components/components/pnl-table.md): The full Profit & Loss report. - [Profit and Loss View](https://docs.layerfi.com/embedded-components/components/profit-and-loss-view.md): Combined Profit and Loss view with chart, summaries, and table. - [Tasks](https://docs.layerfi.com/embedded-components/components/tasks.md): Bookkeeping task list for business owners. - [LayerProvider context](https://docs.layerfi.com/embedded-components/layerprovider-context.md) - [In-App Linking](https://docs.layerfi.com/embedded-components/linking.md) - [Accounting Overview](https://docs.layerfi.com/embedded-components/pages/accounting-overview.md): Accounting Overview Page. - [Bank Accounts and Transactions](https://docs.layerfi.com/embedded-components/pages/bank-transactions-with-linked-accounts.md): Bank Accounts and Transactions Page. - [Bookkeeping Overview](https://docs.layerfi.com/embedded-components/pages/bookkeeping-overview.md): Bookkeeping Overview Page. - [General Ledger](https://docs.layerfi.com/embedded-components/pages/general-ledger-view.md): General Ledger View. - [Mileage Tracking](https://docs.layerfi.com/embedded-components/pages/mileage-tracking.md): Mileage tracking page with trip management and deduction calculations. - [Project Profitability](https://docs.layerfi.com/embedded-components/pages/project-profitability.md): Project-level profitability tracking with tag-based filtering. - [Reports](https://docs.layerfi.com/embedded-components/pages/reports.md): Combined reports view. - [Tax Estimates](https://docs.layerfi.com/embedded-components/pages/tax-estimates.md): Tax estimates page with quarterly payment tracking and tax profile management. - [Styling](https://docs.layerfi.com/embedded-components/styling.md) - [Onboarding a Business](https://docs.layerfi.com/guides/business-onboarding.md): Onboard one of your business customers to Layer - [Embedded Components](https://docs.layerfi.com/guides/embedded-components.md): Using Layer's prebuilt React UI components. - [How It Works](https://docs.layerfi.com/guides/how-it-works.md): The Embedded Accounting Integration Process. - [Direct Bank Transactions](https://docs.layerfi.com/guides/importing-bank-transactions-direct.md) - [Bank Transactions - Plaid](https://docs.layerfi.com/guides/importing-bank-transactions-plaid.md) - [Overview](https://docs.layerfi.com/guides/importing-data-overview.md) - [Invoices and Payments](https://docs.layerfi.com/guides/importing-invoices.md) - [Initial Setup](https://docs.layerfi.com/guides/initial-setup.md): Get started making calls to the Layer API - [Overview](https://docs.layerfi.com/guides/offering-accounting-overview.md) - [Accounting Reports](https://docs.layerfi.com/guides/reporting.md) - [Overview](https://docs.layerfi.com/guides/transaction-categorization.md) - [Rule Suggestions](https://docs.layerfi.com/guides/transaction-categorization/rules-suggestion.md): Automatically categorize future transactions by defining a rule. - [Check Embedded Payroll](https://docs.layerfi.com/integrations/check-embedded-payroll.md): Integrate Check Payroll with Layer to sync payroll data into your customers' books. - [Overview](https://docs.layerfi.com/overview.md) ## OpenAPI Specs - [openApiSpec](https://docs.layerfi.com/openApiSpec.json)