API Latest Changes

API
41

v3.1.4 / v4.1.4 (18/01/2021)

  • The OAuth parameter that represents the ID of the firm to which access has
    been granted is being renamed from firm_id to authorized_firm_id.
    firm_id is now deprecated and will be no longer appended to OAuth callbacks
    as of February 26, 2021.
42

v3.1.6 / v4.1.6 (12/02/2021)

  • Added GET /v4/f/{root_firm_id}/live_export_documents/{id} so you can list all live export documents
  • Added POST /v4/f/{root_firm_id}/live_export_documents so you can add new live document export document
  • Added GET /v4/f/{root_firm_id}/live_export_documents/{id} so you can get a live export document
  • Added POST /v4/f/{root_firm_id}/live_export_documents/{id} so you can update a live export document
  • Added POST /v4/f/{root_firm_id}/companies/{company_id}/periods/{period_id}/export_pdf_instances/{export_pdf_instance_id}/content_blocks/{block_id} so you can upload document for live document in export pdf instance
43
## v3.1.7 / v4.1.7 (16/02/2021)
* Add endpoint to fetch data about a single period:
- GET /v3/companies/{company_id}/periods/{period_id}
- GET /v4/f/{firm_id}/companies/{company_id}/periods/{period_id}
* Add webhook event:
- period.created - for when a period is unarchived
- period.destroyed - for when a period is archived
44

v3.1.8 / v4.1.8 (01/03/2021)

On January 18, we announced deprecation of the firm_id parameter included in the OAuth callbacks to represent the ID of the firm to which user granted access. It was replaced by the authorized_firm_id param. Today, we are removing the deprecated firm_id parameter entirely, it will no longer be appended to OAuth callbacks.

45

v3.1.9 / v4.1.9 (02/03/2021)

  • Add full list of attributes on response to endpoints:
    • GET /v3/companies/{company_id}/users
    • GET /v4/f/{root_firm_id}/companies/{company_id}/users
46

v3.1.10 / v4.1.10 (08/03/2021)

  • Add endpoint to fetch results from a permanent text:
    • GET /v4/f/{firm_id}/companies/{company_id}/periods/{period_id}/permanent_texts/{permanent_text_id}/results
47

v3.1.11 / v4.1.11 (26/03/2021)

  • Fix errors encountered in POST requests to some API v4 endpoints
48

v3.1.12 / v4.1.12 (31/03/2021)

  • Fix errors encountered in some POST requests to the endpoints:
    • /v3/companies/:company_id/periods/:period_id/remarks
    • /v3/companies/:company_id/periods/:period_id/remarks/:remark_id/comments
49

v3.1.13 / v4.1.13 (06/04/2021)

  • Add endpoints to fetch xlsx output from reconciliations and accounts:
    • GET /v4/f/{firm_id}/companies/{company_id}/periods/{period_id}/reconciliations/{reconciliation_id}.xlsx
    • GET /v4/f/{firm_id}/companies/{company_id}/periods/{period_id}/accounts/{account_id}.xlsx
50

v3.1.14 / v4.1.14 (08/04/2021)

  • Add endpoint to toggle todo status on remark
    • POST /v4/f/{firm_id}/companies/{company_id}/remarks/{remark_id}/done
51

v3.1.15 / v4.1.15 (11/05/2021)

  • Add number_without_suffix to responses that include account data.
    This field holds the account number without the suffix added by Silverfin during
    account mapping. If a company does not use an account mapping list with automatic
    suffixes enabled, this field’s value will be identical to number. Note that
    unlike number, number_without_suffix may be duplicated among multiple
    accounts belonging to the same company.
52

v3.1.16 / v4.1.16 (17/05/2021)

  • Added new placement option for AppLinks: placement: report_action_menu
  • Affected endpoints:
    • POST (/v4/f/{firm_id}|/v3)/app/links
53

v3.1.19 / v4.1.19 (15/06/2021)

  • Fix issue on account mapping endpoints, where account_type wasn’t picked from respective account mapping.
  • Affected endpoints:
    • POST (/v4/f/{firm_id}|/v3)/companies/:company_id/accounts/:account_id
    • POST (/v4/f/{firm_id}|/v3)/companies/:company_id/accounts/bulk_update
54

04/08/2021

We have a new section in the API documentation where you can find the supported media types allowed for the Content-Type header. Please take a look at Silverfin

55

v3.1.21 / v4.1.21(16/12/2021)

Expose field accountancy_synchronisation_entity_type for /companies endpoints

56

v3.1.22 / v4.1.22 (11/01/2022)

Expose field group_ids for companies endpoints

57

v3.1.23 / v4.1.23 (24/01/2022)

  • Allow filtering companies by file_code
  • Allow filtering company periods by public or private
58

v4.1.24 (02/02/2022)

  • Add new email_notifications_frequency attribute to Users.
    Controls how the user receives email notifications with unread messages in Silverfin -
    immediately, digest, or never.
  • Deprecate receive_digest_emails attribute on Users (superseded by email_notifications_frequency).
    Backwards-compatibility is maintained until April 08, 2022
59

v4.1.26 (16/02/2022)

  • Add new budget endpoints to companies:
    • Added GET /v4/f/:firm_id/companies/:company_id/budgets to list all budgets
    • Added GET /v4/f/:firm_id/companies/:company_id/budgets/:budget_id to show a specific budget
    • Added GET /v4/f/:firm_id/companies/:company_id/budgets/:budget_id/account_ids to list available account_ids in a budget
    • Added GET /v4/f/:firm_id/companies/:company_id/budgets/:budget_id/end_dates to list available end_dates in a budget
    • Added GET /v4/f/:firm_id/companies/:company_id/budgets/:budget_id/entries?account_ids[]=:account_id&end_dates=:end_date to return a filtered list of budget entries based on the provided account_ids and end_dates
60

v4.1.27 (22/02/2022)

  • Add open_transactions endpoint:
    • GET /v4/f/:firm_id/companies/:company_id/open_transactions