Professional Clearance
Professional clearance letter management for client transitions. Provides CRUD operations for professional clearance request items (document and information requests sent to previous accountants), settings configuration for PCL emails, client-specific endpoints to retrieve applicable PCR items (filtered by billable services and including global items), and sending professional clearance letters via email with template variable substitution.
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GET
List ProfessionalClearanceRequestItems
Lists all ProfessionalClearanceRequestItems for the given tenant.
/api/tenants/{tenant}/professionalclearance/items
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POST
Create ProfessionalClearanceRequestItem
Creates a new ProfessionalClearanceRequestItem for the specified tenant.
/api/tenants/{tenant}/professionalclearance/items
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GET
Get ProfessionalClearanceRequestItem
Gets a ProfessionalClearanceRequestItem for the specified tenant.
/api/tenants/{tenant}/professionalclearance/items/{code}
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PUT
Update ProfessionalClearanceRequestItem
Updates a ProfessionalClearanceRequestItem for the specified tenant.
/api/tenants/{tenant}/professionalclearance/items/{code}
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DELETE
Delete ProfessionalClearanceRequestItem
Deletes a ProfessionalClearanceRequestItem for the specified tenant.
/api/tenants/{tenant}/professionalclearance/items/{code}
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GET
Get Settings
Returns the professional clearance letter settings for the specified tenant
/api/tenants/{tenant}/professionalclearance/settings
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PUT
Update Settings
Updates the professional clearance letter settings for the specified tenant
/api/tenants/{tenant}/professionalclearance/settings
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GET
Get Items for Client
Returns all professional clearance request items for the client based on their non-inactive billable services, including global items
/api/tenants/{tenant}/clients/{clientCode}/pcl/items
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POST
Send Email
Sends a professional clearance letter email to the specified recipient using the configured email content block. Template variables (client, partner, ...
/api/tenants/{tenant}/clients/{clientCode}/pcl/send