Embedded Files
Overview
Overview
The financial APIs are provided as a series of webservice endpoints that can be used to programmatically access the Financials module within The Anywhere Platform.
Authentication
Authentication
All endpoints require 2 parameters for authentication:
API_KEY
API_USER_KEY
Refer to the section: API Keys for details on how to obtain these.
createFinancialBaseline
createFinancialBaseline
What it does
What it does
Creates a financial baseline with the given data and returns the id on success.
Inputs:
Inputs:
Outputs:
Outputs:
getCostRevenueRule
getCostRevenueRule
What it does
What it does
Takes in a form id and returns the set of cost revenue rules associated with the form.
Inputs:
Inputs:
Outputs:
Outputs:
getCostRules
getCostRules
What it does
What it does
Gets a list of all the cost rules.
Inputs:
Inputs:
Outputs:
Outputs:
getFinancialPlan
getFinancialPlan
What it does
What it does
Gets all the financial data for a given entity id.
Inputs:
Inputs:
Outputs:
Outputs:
getCurrencyList
getCurrencyList
What it does
What it does
Gets a list of currencies available in the system.
Inputs:
Inputs:
Outputs:
Outputs:
getExchangeRates
getExchangeRates
What it does
What it does
Gets a list of currency exchange rates and when they were entered.
Inputs:
Inputs:
Outputs:
Outputs:
saveCostRevenueRule
saveCostRevenueRule
What it does
What it does
Takes in the new or updated rule information and returns the id on success.
Inputs:
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Outputs:
Outputs:
saveExchangeRates
saveExchangeRates
What it does
What it does
Takes in a new set of exchange rates and upates the list with the date and values.
Inputs:
Inputs:
Outputs:
Outputs:
saveFinancialPlan
saveFinancialPlan
What it does
What it does
Saves the financial data for a given entity id.
Inputs:
Inputs:
Outputs:
Outputs:
financialTableRollup
financialTableRollup
What it does
What it does
Performs a roll up of financials to parent entities
Inputs:
Inputs:
Outputs:
Outputs:
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