npm - @codat/lending - Versions diffs - 3.3.0 → 4.0.0 - Mend

@codat/lending 3.3.0 → 4.0.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

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package/docs/models/shared/accountingaccounttransaction.md DELETED Viewed

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-# AccountingAccountTransaction
-> **Language tip:** In Codat, account transactions represent all transactions posted to a bank account within an accounting platform. For bank transactions posted within a banking platform, refer to [Banking transactions](https://docs.codat.io/lending-api#/operations/list-all-banking-transactions).
-> View the coverage for account transactions in the <a className="external" href="https://knowledge.codat.io/supported-features/accounting?view=tab-by-data-type&dataType=accountTransactions" target="_blank">Data coverage explorer</a>.
-## Overview
-In Codat’s data model, account transactions represent bank activity within an accounting platform. All transactions that go through a bank account are recorded as account transactions.
-Account transactions are created as a result of different business activities, for example:
-* Payments: for example, receiving money for payment against an invoice.
-* Bill payments: for example, spending money for a payment against a bill.
-* Direct costs: for example, withdrawing money from a bank account, either for cash purposes or to make a payment.
-* Direct incomes: for example, selling an item directly to a contact and receiving payment at point of sale.
-* Transfers: for example, transferring money between two bank accounts.
-Account transactions is the parent data type of [payments](https://docs.codat.io/lending-api#/schemas/Payment), [bill payments](https://docs.codat.io/lending-api#/schemas/BillPayment), [direct costs](https://docs.codat.io/lending-api#/schemas/DirectCost), [direct incomes](https://docs.codat.io/lending-api#/schemas/DirectIncome), and [transfers](https://docs.codat.io/lending-api#/schemas/Transfer).
-## Fields
-| Field                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     | Required                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | Example                                         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-| `bankAccountRef`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | [BankAccountRef](../../models/shared/bankaccountref.md)                                                                                                                                                                                                             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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | Links to the Account transactions data type.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      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-| `currency`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | *string*                                                                                                                                                                                                                                                            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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | The currency data type in Codat is the [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) currency code, e.g. _GBP_.<br/><br/>## Unknown currencies<br/><br/>In line with the ISO 4217 specification, the code _XXX_ is used when the data source does not return a currency for a transaction. <br/><br/>There are only a very small number of edge cases where this currency code is returned by the Codat system.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     | GBP                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      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-| `currencyRate`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        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                                                                                                                                                                                                                     | Rate to convert the total amount of the payment into the base currency for the company at the time of the payment.<br/><br/>Currency rates in Codat are implemented as the multiple of foreign currency units to each base currency unit.  <br/><br/>It is not possible to perform the currency conversion with two or more non-base currencies participating in the transaction. For example, if a company's base currency is USD, and it has a bill issued in EUR, then the bill payment must happen in USD or EUR.<br/><br/>Where the currency rate is provided by the underlying accounting platform, it will be available from Codat with the same precision (up to a maximum of 9 decimal places). <br/><br/>For accounting platforms which do not provide an explicit currency rate, it is calculated as `baseCurrency / foreignCurrency` and will be returned to 9 decimal places.<br/><br/>## Examples with base currency of GBP<br/><br/>\| Foreign Currency \| Foreign Amount \| Currency Rate \| Base Currency Amount (GBP) \|<br/>\| :--------------- \| :------------- \| :------------ \| :------------------------- \|<br/>\| **USD**          \| $20            \| 0.781         \| £15.62                     \|<br/>\| **EUR**          \| €20            \| 0.885         \| £17.70                     \|<br/>\| **RUB**          \| ₽20            \| 0.011         \| £0.22                      \|<br/><br/>## Examples with base currency of USD<br/><br/>\| Foreign Currency \| Foreign Amount \| Currency Rate \| Base Currency Amount (USD) \|<br/>\| :--------------- \| :------------- \| :------------ \| :------------------------- \|<br/>\| **GBP**          \| £20            \| 1.277         \| $25.54                     \|<br/>\| **EUR**          \| €20            \| 1.134         \| $22.68                     \|<br/>\| **RUB**          \| ₽20            \| 0.015         \| $0.30                      \| |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
-| `date`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                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                                                                                                                                                                                                                     | In Codat's data model, dates and times are represented using the <a class="external" href="https://en.wikipedia.org/wiki/ISO_8601" target="_blank">ISO 8601 standard</a>. Date and time fields are formatted as strings; for example:<br/><br/>```<br/>2020-10-08T22:40:50Z<br/>2021-01-01T00:00:00<br/>```<br/><br/><br/><br/>When syncing data that contains `DateTime` fields from Codat, make sure you support the following cases when reading time information:<br/><br/>- Coordinated Universal Time (UTC): `2021-11-15T06:00:00Z`<br/>- Unqualified local time: `2021-11-15T01:00:00`<br/>- UTC time offsets: `2021-11-15T01:00:00-05:00`<br/><br/>> Time zones<br/>> <br/>> Not all dates from Codat will contain information about time zones.  <br/>> Where it is not available from the underlying platform, Codat will return these as times local to the business whose data has been synced.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | 2022-10-23T00:00:00.000Z                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
-| `id`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  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                                                                                                                                                                                                                     | Identifier of the direct cost (unique to the company).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            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-| `lines`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | [AccountTransactionLine](../../models/shared/accounttransactionline.md)[]                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                | :heavy_minus_sign:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       | Array of account transaction lines.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               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-| `metadata`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | [Metadata](../../models/shared/metadata.md)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | :heavy_minus_sign:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |                                                 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-| `modifiedDate`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        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-| `note`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                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                                                                                                                                                                                                                     | Additional information about the account transaction, if available.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               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-| `sourceModifiedDate`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  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-| `status`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 | [AccountingAccountTransactionStatus](../../models/shared/accountingaccounttransactionstatus.md)                                                                                                                                                                     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                                                                                                                                                                                                                     | The status of the account transaction.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            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-| `totalAmount`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         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                                                                                                                                                                                                                     | Total amount of the account transactions, inclusive of tax.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       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-| `transactionId`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | Identifier of the transaction (unique to the company).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            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package/docs/models/shared/accountingaccounttransactions.md DELETED Viewed

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-# AccountingAccountTransactions
-## Fields
-| Field                                                                                 | Type                                                                                  | Required                                                                              | Description                                                                           |
-| ------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------- |
-| `links`                                                                               | [Links](../../models/shared/links.md)                                                 | :heavy_check_mark:                                                                    | N/A                                                                                   |
-| `pageNumber`                                                                          | *number*                                                                              | :heavy_check_mark:                                                                    | Current page number.                                                                  |
-| `pageSize`                                                                            | *number*                                                                              | :heavy_check_mark:                                                                    | Number of items to return in results array.                                           |
-| `results`                                                                             | [AccountingAccountTransaction](../../models/shared/accountingaccounttransaction.md)[] | :heavy_minus_sign:                                                                    | N/A                                                                                   |
-| `totalResults`                                                                        | *number*                                                                              | :heavy_check_mark:                                                                    | Total number of items.                                                                |

package/docs/models/shared/accountingaccounttransactionstatus.md DELETED Viewed

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-# AccountingAccountTransactionStatus
-The status of the account transaction.
-## Values
-| Name           | Value          |
-| -------------- | -------------- |
-| `Unknown`      | Unknown        |
-| `Unreconciled` | Unreconciled   |
-| `Reconciled`   | Reconciled     |
-| `Void`         | Void           |

package/docs/models/shared/accountingaddress.md DELETED Viewed

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-# AccountingAddress
-## Fields
-| Field                                                                 | Type                                                                  | Required                                                              | Description                                                           |
-| --------------------------------------------------------------------- | --------------------------------------------------------------------- | --------------------------------------------------------------------- | --------------------------------------------------------------------- |
-| `city`                                                                | *string*                                                              | :heavy_minus_sign:                                                    | City of the customer address.                                         |
-| `country`                                                             | *string*                                                              | :heavy_minus_sign:                                                    | Country of the customer address.                                      |
-| `line1`                                                               | *string*                                                              | :heavy_minus_sign:                                                    | Line 1 of the customer address.                                       |
-| `line2`                                                               | *string*                                                              | :heavy_minus_sign:                                                    | Line 2 of the customer address.                                       |
-| `postalCode`                                                          | *string*                                                              | :heavy_minus_sign:                                                    | Postal code or zip code.                                              |
-| `region`                                                              | *string*                                                              | :heavy_minus_sign:                                                    | Region of the customer address.                                       |
-| `type`                                                                | [AccountingAddressType](../../models/shared/accountingaddresstype.md) | :heavy_check_mark:                                                    | The type of the address                                               |

package/docs/models/shared/accountingagedcreditorreport.md DELETED Viewed

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-# AccountingAgedCreditorReport
-The Aged Creditors report shows the total balance owed by a business to its suppliers over time.
-You can generate it for a company based on recently synced data from your customers' accounting platforms. The report is available in the **Reports** tab in the Codat portal.
-Total assets or liabilities are grouped into 30-day periods for each supplier, up to the current date. You can adjust the report date, period length, and number of periods to show on each report. The data can be grouped by customer or currency.
-> It is not guaranteed that write-offs are included in the Aged Creditors report.
-## Underlying data
-The Aged Creditors report is generated from a set of required data types: [Suppliers](https://docs.codat.io/lending-api#/schemas/Supplier), [Bills](https://docs.codat.io/lending-api#/schemas/Bill), [Bill credit notes](https://docs.codat.io/lending-api#/schemas/BillCreditNote), and [Bill payments](https://docs.codat.io/lending-api#/schemas/BillPayment).
-To generate the report, the underlying data types must have been synced within 24 hours of each other. Otherwise an error is displayed when you try to run the report. Sync the required data types by clicking the link in the error, and then run the report again.
-> The Aged Creditor report runs based on the **issue dates** of the underlying data types rather than the due date.
-## Accessing the Aged Creditors report in Portal
-Apart from returning the report via the API as JSON and query, you can also return the Aged Creditors report in the Codat portal.
-1. In the navigation bar, click **Companies**.
-2. Click the name of the company you want to generate the report for. The company's data page is displayed.
-3. Click the **Accounting** tab then click **Reports**.
-4. Select **Aged Creditors**.
-5. _(Optional)_ Edit the default reporting parameters.
-   a. You can change the report date in the **Date** box. By default, the report includes transactions that occurred up to, but not including, today's date. To include transactions for today, enter tomorrow's date.
-   b. In the **Period Length Days** box, select the default period length for each column (the default is 30 days).
-   b. In the **Number of Periods** box, enter the number of periods to show as columns in the report (the default is 4 periods).
-6. To run the report, click **Load aged creditors**.
-7. The report is generated and displayed at the bottom of the page.
-The report will be grouped per supplier and depending on the periods requested. The details indicates whether the amounts owed come from outstanding bills or bill credit notes.
-## Fields
-| Field                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | Type                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                | Required                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | Example                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
-| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
-| `data`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | [AgedCreditor](../../models/shared/agedcreditor.md)[]                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | :heavy_minus_sign:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | Array of aged creditor.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
-| `generated`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | *string*                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            | :heavy_minus_sign:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | In Codat's data model, dates and times are represented using the <a class="external" href="https://en.wikipedia.org/wiki/ISO_8601" target="_blank">ISO 8601 standard</a>. Date and time fields are formatted as strings; for example:<br/><br/>```<br/>2020-10-08T22:40:50Z<br/>2021-01-01T00:00:00<br/>```<br/><br/><br/><br/>When syncing data that contains `DateTime` fields from Codat, make sure you support the following cases when reading time information:<br/><br/>- Coordinated Universal Time (UTC): `2021-11-15T06:00:00Z`<br/>- Unqualified local time: `2021-11-15T01:00:00`<br/>- UTC time offsets: `2021-11-15T01:00:00-05:00`<br/><br/>> Time zones<br/>> <br/>> Not all dates from Codat will contain information about time zones.  <br/>> Where it is not available from the underlying platform, Codat will return these as times local to the business whose data has been synced. | 2022-10-23T00:00:00.000Z                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
-| `reportDate`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        | *string*                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            | :heavy_minus_sign:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | In Codat's data model, dates and times are represented using the <a class="external" href="https://en.wikipedia.org/wiki/ISO_8601" target="_blank">ISO 8601 standard</a>. Date and time fields are formatted as strings; for example:<br/><br/>```<br/>2020-10-08T22:40:50Z<br/>2021-01-01T00:00:00<br/>```<br/><br/><br/><br/>When syncing data that contains `DateTime` fields from Codat, make sure you support the following cases when reading time information:<br/><br/>- Coordinated Universal Time (UTC): `2021-11-15T06:00:00Z`<br/>- Unqualified local time: `2021-11-15T01:00:00`<br/>- UTC time offsets: `2021-11-15T01:00:00-05:00`<br/><br/>> Time zones<br/>> <br/>> Not all dates from Codat will contain information about time zones.  <br/>> Where it is not available from the underlying platform, Codat will return these as times local to the business whose data has been synced. | 2022-10-23T00:00:00.000Z                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |

package/docs/models/shared/accountingageddebtorreport.md DELETED Viewed

@@ -1,43 +0,0 @@
-# AccountingAgedDebtorReport
-The Aged Debtors report shows the total outstanding balance due from customers to the business over time.
-You can generate it for a company based on recently synced data from your customers' accounting platforms. The report is available in the **Reports** tab in the Codat portal.
-Total assets or liabilities are grouped into 30-day periods for each customer, up to the current date. You can adjust the report date, period length, and number of periods to show on each report. The data can be grouped by customer or currency.
-> It is not guaranteed that write-offs are included in the Aged Debtors report.
-## Underlying data
-The Aged Debtors report is generated from a set of required data types: [Customers](https://docs.codat.io/lending-api#/schemas/Customer), [Invoices](https://docs.codat.io/lending-api#/schemas/Invoice), [Credit notes](https://docs.codat.io/lending-api#/schemas/CreditNote), and [Payments](https://docs.codat.io/lending-api#/schemas/Payment).
-To generate the report, the underlying data types must have been synced within 24 hours of each other. Otherwise an error is displayed when you try to run the report. Sync the required data types by clicking the link in the error, and then run the report again.
-> The Aged Debtors report runs based on the **issue dates** of the underlying data types rather than the due date.
-## Accessing the Aged Debtors report in Portal
-Apart from returning the report via the API as JSON and query, you can also return the Aged Debtors report in the Codat portal.
-1. In the navigation bar, click **Companies**.
-2. Click the name of the company you want to generate the report for. The company's data page is displayed.
-3. Click the **Accounting** tab then click **Reports**.
-4. Select **Aged Debtors**.
-5. _(Optional)_ Edit the default reporting parameters.
-   a. You can change the report date in the **Date** box. By default, the report includes transactions that occurred up to, but not including, today's date. To include transactions for today, enter tomorrow's date.
-   b. In the **Period Length Days** box, select the default period length for each column (the default is 30 days).
-   b. In the **Number of Periods** box, enter the number of periods to show as columns in the report (the default is 4 periods).
-6. To run the report, click **Load aged debtors**.
-7. The report is generated and displayed at the bottom of the page.
-The report will be grouped per supplier and depending on the periods requested. The details indicates whether the amounts owed come from outstanding invoices or credit notes.
-## Fields
-| Field                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | Type                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                | Required                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | Example                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
-| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
-| `data`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              | [AgedDebtor](../../models/shared/ageddebtor.md)[]                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   | :heavy_minus_sign:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | Array of aged debtors.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
-| `generated`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | *string*                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            | :heavy_minus_sign:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | In Codat's data model, dates and times are represented using the <a class="external" href="https://en.wikipedia.org/wiki/ISO_8601" target="_blank">ISO 8601 standard</a>. Date and time fields are formatted as strings; for example:<br/><br/>```<br/>2020-10-08T22:40:50Z<br/>2021-01-01T00:00:00<br/>```<br/><br/><br/><br/>When syncing data that contains `DateTime` fields from Codat, make sure you support the following cases when reading time information:<br/><br/>- Coordinated Universal Time (UTC): `2021-11-15T06:00:00Z`<br/>- Unqualified local time: `2021-11-15T01:00:00`<br/>- UTC time offsets: `2021-11-15T01:00:00-05:00`<br/><br/>> Time zones<br/>> <br/>> Not all dates from Codat will contain information about time zones.  <br/>> Where it is not available from the underlying platform, Codat will return these as times local to the business whose data has been synced. | 2022-10-23T00:00:00.000Z                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
-| `reportDate`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        | *string*                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            | :heavy_minus_sign:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | In Codat's data model, dates and times are represented using the <a class="external" href="https://en.wikipedia.org/wiki/ISO_8601" target="_blank">ISO 8601 standard</a>. Date and time fields are formatted as strings; for example:<br/><br/>```<br/>2020-10-08T22:40:50Z<br/>2021-01-01T00:00:00<br/>```<br/><br/><br/><br/>When syncing data that contains `DateTime` fields from Codat, make sure you support the following cases when reading time information:<br/><br/>- Coordinated Universal Time (UTC): `2021-11-15T06:00:00Z`<br/>- Unqualified local time: `2021-11-15T01:00:00`<br/>- UTC time offsets: `2021-11-15T01:00:00-05:00`<br/><br/>> Time zones<br/>> <br/>> Not all dates from Codat will contain information about time zones.  <br/>> Where it is not available from the underlying platform, Codat will return these as times local to the business whose data has been synced. | 2022-10-23T00:00:00.000Z                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |