Properties
| Name | Type | Description |
|---|---|---|
| type | string | |
| title | string | |
| status | integer | |
| detail | string | |
| instance | string |
JSON Example
{
"type": "string",
"title": "string",
"status": 0,
"detail": "string",
"instance": "string"
}
Used By Operations
-
GET
List Clients Needing Authorisations
/tenants/{tenant}/agent-authorisations
-
GET
Count Authorisations By State
/tenants/{tenant}/agent-authorisations/counts
-
GET
Get AI Settings
/tenants/{tenant}/ai/settings
-
GET
Get AI Settings
/tenants/{tenant}/ai/settings
-
PUT
Update AI Settings
/tenants/{tenant}/ai/settings
-
PUT
Update AI Settings
/tenants/{tenant}/ai/settings
-
GET
Get Usage Summary
/tenants/{tenant}/ai/usage/summary
-
GET
Get Usage Summary
/tenants/{tenant}/ai/usage/summary
-
GET
Get Current Announcement
/announcements/current
-
GET
List all API keys for the current user
/account/keys
-
POST
Create a new API key
/account/keys
-
PUT
Update an API key's name and scope
/account/keys/{key}
-
DELETE
Delete an API key
/account/keys/{key}
-
GET
Get Calendar Feed
/tenants/{tenant}/calendar-feed
-
GET
Get Calendar Feed
/tenants/{tenant}/calendar-feed
-
POST
Reset Calendar Feed
/tenants/{tenant}/calendar-feed/reset
-
POST
Reset Calendar Feed
/tenants/{tenant}/calendar-feed/reset
-
GET
List Calendar Subscriptions
/tenants/{tenant}/calendar-subscriptions
-
GET
List Calendar Subscriptions
/tenants/{tenant}/calendar-subscriptions
-
POST
Create Calendar Subscription
/tenants/{tenant}/calendar-subscriptions
-
POST
Create Calendar Subscription
/tenants/{tenant}/calendar-subscriptions
-
GET
List External Calendar Events
/tenants/{tenant}/calendar-subscriptions/events
-
GET
List External Calendar Events
/tenants/{tenant}/calendar-subscriptions/events
-
GET
Get Calendar Subscription
/tenants/{tenant}/calendar-subscriptions/{code}
-
GET
Get Calendar Subscription
/tenants/{tenant}/calendar-subscriptions/{code}
-
PUT
Update Calendar Subscription
/tenants/{tenant}/calendar-subscriptions/{code}
-
PUT
Update Calendar Subscription
/tenants/{tenant}/calendar-subscriptions/{code}
-
DELETE
Delete Calendar Subscription
/tenants/{tenant}/calendar-subscriptions/{code}
-
DELETE
Delete Calendar Subscription
/tenants/{tenant}/calendar-subscriptions/{code}
-
POST
Refresh Calendar Subscription
/tenants/{tenant}/calendar-subscriptions/{code}/refresh
-
POST
Refresh Calendar Subscription
/tenants/{tenant}/calendar-subscriptions/{code}/refresh
-
GET
Search
/tenants/{tenant}/charity-commission/search
-
GET
Search
/tenants/{tenant}/charity-commission/search
-
GET
Get Charity Details
/tenants/{tenant}/charity-commission/{charityNumber}
-
GET
Get Charity Details
/tenants/{tenant}/charity-commission/{charityNumber}
-
GET
Get Charity Key Dates
/tenants/{tenant}/charity-commission/{charityNumber}/key-dates
-
GET
Get Charity Key Dates
/tenants/{tenant}/charity-commission/{charityNumber}/key-dates
-
GET
Get Charity Trustees
/tenants/{tenant}/charity-commission/{charityNumber}/trustees
-
GET
Get Charity Trustees
/tenants/{tenant}/charity-commission/{charityNumber}/trustees
-
GET
List Agent Authorisations
/tenants/{tenant}/clients/{client}/agent-authorisations
-
GET
List Agent Authorisations
/tenants/{tenant}/clients/{client}/agent-authorisations
-
PUT
Update Agent Authorisations
/tenants/{tenant}/clients/{client}/agent-authorisations
-
PUT
Update Agent Authorisations
/tenants/{tenant}/clients/{client}/agent-authorisations
-
POST
Send HMRC Authorisation Requests
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-request
-
POST
Send HMRC Authorisation Requests
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-request
-
POST
Submit Letter Auth Code
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-submit-code
-
POST
Submit Letter Auth Code
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-submit-code
-
POST
Send Code Entry Link
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-send-code-link
-
POST
Send Code Entry Link
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-send-code-link
-
POST
Reissue Letter Auth Code
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-reissue-code/{authorisationType}
-
POST
Reissue Letter Auth Code
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-reissue-code/{authorisationType}
-
POST
Confirm HMRC Authorisation Held
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-confirm-held/{authorisationType}
-
POST
Confirm HMRC Authorisation Held
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-confirm-held/{authorisationType}
-
DELETE
Cancel HMRC Authorisation Request
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-request/{authorisationType}
-
DELETE
Cancel HMRC Authorisation Request
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-request/{authorisationType}
-
DELETE
Deauthorise HMRC Authorisation
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-deauthorise/{authorisationType}
-
DELETE
Deauthorise HMRC Authorisation
/tenants/{tenant}/clients/{client}/agent-authorisations/hmrc-deauthorise/{authorisationType}
-
POST
Verify Authorisation With HMRC
/tenants/{tenant}/clients/{client}/agent-authorisations/verify
-
POST
Verify Authorisation With HMRC
/tenants/{tenant}/clients/{client}/agent-authorisations/verify
-
GET
List Billing Line Items for Client
/tenants/{tenant}/clients/{client}/billinglineitems/clientbillinglineitem
-
GET
List Billing Line Items for Client
/tenants/{tenant}/clients/{client}/billinglineitems/clientbillinglineitem
-
POST
Create Billing Line Item for Client
/tenants/{tenant}/clients/{client}/billinglineitems/clientbillinglineitem
-
GET
Get Billing Line Item for Client
/tenants/{tenant}/clients/{client}/billinglineitems/clientbillinglineitem/{code}
-
GET
Get Billing Line Item for Client
/tenants/{tenant}/clients/{client}/billinglineitems/clientbillinglineitem/{code}
-
PUT
Update Billing Line Item for Client
/tenants/{tenant}/clients/{client}/billinglineitems/clientbillinglineitem/{code}
-
PUT
Update Billing Line Item for Client
/tenants/{tenant}/clients/{client}/billinglineitems/clientbillinglineitem/{code}
-
DELETE
Delete Billing Line Item for Client
/tenants/{tenant}/clients/{client}/billinglineitems/clientbillinglineitem/{code}
-
DELETE
Delete Billing Line Item for Client
/tenants/{tenant}/clients/{client}/billinglineitems/clientbillinglineitem/{code}
-
DELETE
Bulk Delete Billing Line Items
/tenants/{tenant}/clients/{client}/billinglineitems
-
DELETE
Bulk Delete Billing Line Items
/tenants/{tenant}/clients/{client}/billinglineitems
-
POST
Invoice Billing Line Items Now
/tenants/{tenant}/clients/{client}/billinglineitems/invoice
-
POST
Invoice Billing Line Items Now
/tenants/{tenant}/clients/{client}/billinglineitems/invoice
-
PATCH
Update Billing Line Item Status
/tenants/{tenant}/clients/{client}/billinglineitems/{code}/status
-
PATCH
Update Billing Line Item Status
/tenants/{tenant}/clients/{client}/billinglineitems/{code}/status
-
GET
List Billing Schedule Items for Client
/tenants/{tenant}/clients/{client}/billingschedule/clientbillingscheduleitem
-
GET
List Billing Schedule Items for Client
/tenants/{tenant}/clients/{client}/billingschedule/clientbillingscheduleitem
-
POST
Create Billing Schedule Item for Client
/tenants/{tenant}/clients/{client}/billingschedule/clientbillingscheduleitem
-
GET
Get Billing Schedule Item for Client
/tenants/{tenant}/clients/{client}/billingschedule/clientbillingscheduleitem/{code}
-
GET
Get Billing Schedule Item for Client
/tenants/{tenant}/clients/{client}/billingschedule/clientbillingscheduleitem/{code}
-
PUT
Update Billing Schedule Item for Client
/tenants/{tenant}/clients/{client}/billingschedule/clientbillingscheduleitem/{code}
-
PUT
Update Billing Schedule Item for Client
/tenants/{tenant}/clients/{client}/billingschedule/clientbillingscheduleitem/{code}
-
POST
Skip Billing Schedule Item
/tenants/{tenant}/clients/{client}/billingschedule/{code}/skip
-
POST
Skip Billing Schedule Item
/tenants/{tenant}/clients/{client}/billingschedule/{code}/skip
-
POST
Bill Schedule Item Now
/tenants/{tenant}/clients/{client}/billingschedule/{code}/bill-now
-
POST
Bill Schedule Item Now
/tenants/{tenant}/clients/{client}/billingschedule/{code}/bill-now
-
GET
List Invoice Submissions for Client
/tenants/{tenant}/clients/{client}/invoicesubmissions/clientinvoicesubmission
-
GET
List Invoice Submissions for Client
/tenants/{tenant}/clients/{client}/invoicesubmissions/clientinvoicesubmission
-
GET
Get Invoice Submission for Client
/tenants/{tenant}/clients/{client}/invoicesubmissions/clientinvoicesubmission/{code}
-
GET
Get Invoice Submission for Client
/tenants/{tenant}/clients/{client}/invoicesubmissions/clientinvoicesubmission/{code}
-
DELETE
Delete Invoice Submission for Client
/tenants/{tenant}/clients/{client}/invoicesubmissions/clientinvoicesubmission/{code}
-
DELETE
Delete Invoice Submission for Client
/tenants/{tenant}/clients/{client}/invoicesubmissions/clientinvoicesubmission/{code}
-
GET
Get Projected Invoice Submissions
/tenants/{tenant}/clients/{client}/invoicesubmissions/projected
-
GET
Get Projected Invoice Submissions
/tenants/{tenant}/clients/{client}/invoicesubmissions/projected
-
POST
Submit Invoice for Client
/tenants/{tenant}/clients/{client}/invoicesubmissions/submit
-
POST
Submit Invoice for Client
/tenants/{tenant}/clients/{client}/invoicesubmissions/submit
-
POST
Retry Failed Submission
/tenants/{tenant}/clients/{client}/invoicesubmissions/{code}/retry
-
POST
Retry Failed Submission
/tenants/{tenant}/clients/{client}/invoicesubmissions/{code}/retry
-
GET
Get Books Link
/tenants/{tenant}/clients/{clientCode}/books/link
-
GET
Get Books Link
/tenants/{tenant}/clients/{clientCode}/books/link
-
POST
Link Books
/tenants/{tenant}/clients/{clientCode}/books/link
-
POST
Link Books
/tenants/{tenant}/clients/{clientCode}/books/link
-
DELETE
Unlink Books
/tenants/{tenant}/clients/{clientCode}/books/link
-
DELETE
Unlink Books
/tenants/{tenant}/clients/{clientCode}/books/link
-
GET
List Available Organisations
/tenants/{tenant}/clients/{clientCode}/books/available-organisations
-
GET
List Available Organisations
/tenants/{tenant}/clients/{clientCode}/books/available-organisations
-
POST
Connect Client Books
/tenants/{tenant}/clients/{clientCode}/books/connect
-
POST
Connect Client Books
/tenants/{tenant}/clients/{clientCode}/books/connect
-
GET
List Books Invoices
/tenants/{tenant}/clients/{clientCode}/books/invoices
-
GET
List Books Invoices
/tenants/{tenant}/clients/{clientCode}/books/invoices
-
GET
List Books Bills
/tenants/{tenant}/clients/{clientCode}/books/bills
-
GET
List Books Bills
/tenants/{tenant}/clients/{clientCode}/books/bills
-
GET
Get Books Debtors And Creditors
/tenants/{tenant}/clients/{clientCode}/books/ageing
-
GET
Get Books Debtors And Creditors
/tenants/{tenant}/clients/{clientCode}/books/ageing
-
GET
Get Books Outstanding Totals
/tenants/{tenant}/clients/{clientCode}/books/outstanding-totals
-
GET
Get Books Outstanding Totals
/tenants/{tenant}/clients/{clientCode}/books/outstanding-totals
-
GET
List Books Contacts
/tenants/{tenant}/clients/{clientCode}/books/contacts
-
GET
List Books Contacts
/tenants/{tenant}/clients/{clientCode}/books/contacts
-
GET
List Books Bank Accounts
/tenants/{tenant}/clients/{clientCode}/books/bank-accounts
-
GET
List Books Bank Accounts
/tenants/{tenant}/clients/{clientCode}/books/bank-accounts
-
GET
List Books Chart Of Accounts
/tenants/{tenant}/clients/{clientCode}/books/chart-of-accounts
-
GET
List Books Chart Of Accounts
/tenants/{tenant}/clients/{clientCode}/books/chart-of-accounts
-
GET
Get Books Profit And Loss
/tenants/{tenant}/clients/{clientCode}/books/profit-and-loss
-
GET
Get Books Profit And Loss
/tenants/{tenant}/clients/{clientCode}/books/profit-and-loss
-
GET
Get Books Trial Balance
/tenants/{tenant}/clients/{clientCode}/books/trial-balance
-
GET
Get Books Trial Balance
/tenants/{tenant}/clients/{clientCode}/books/trial-balance
-
GET
Get Books Balance Sheet
/tenants/{tenant}/clients/{clientCode}/books/balance-sheet
-
GET
Get Books Balance Sheet
/tenants/{tenant}/clients/{clientCode}/books/balance-sheet
-
GET
Get Bookkeeping Link
/tenants/{tenant}/clients/{clientCode}/books/bookkeeping/link
-
GET
Get Bookkeeping Link
/tenants/{tenant}/clients/{clientCode}/books/bookkeeping/link
-
POST
Link Bookkeeping
/tenants/{tenant}/clients/{clientCode}/books/bookkeeping/link
-
POST
Link Bookkeeping
/tenants/{tenant}/clients/{clientCode}/books/bookkeeping/link
-
DELETE
Unlink Bookkeeping
/tenants/{tenant}/clients/{clientCode}/books/bookkeeping/link
-
DELETE
Unlink Bookkeeping
/tenants/{tenant}/clients/{clientCode}/books/bookkeeping/link
-
GET
List Available Bookkeeping Organisations
/tenants/{tenant}/clients/{clientCode}/books/bookkeeping/available-organisations
-
GET
List Available Bookkeeping Organisations
/tenants/{tenant}/clients/{clientCode}/books/bookkeeping/available-organisations
-
GET
Get Bookkeeping Health
/tenants/{tenant}/clients/{clientCode}/books/bookkeeping/health
-
GET
Get Bookkeeping Health
/tenants/{tenant}/clients/{clientCode}/books/bookkeeping/health
-
GET
Get BusinessDetails for a client
/tenants/{tenant}/clients/{client}/businessdetails
-
GET
Get BusinessDetails for a client
/tenants/{tenant}/clients/{client}/businessdetails
-
PUT
Update BusinessDetails for a client
/tenants/{tenant}/clients/{client}/businessdetails
-
PUT
Update BusinessDetails for a client
/tenants/{tenant}/clients/{client}/businessdetails
-
POST
Verify Client VAT Number
/tenants/{tenant}/clients/{client}/businessdetails/vat-number/verify
-
POST
Verify Client VAT Number
/tenants/{tenant}/clients/{client}/businessdetails/vat-number/verify
-
GET
List Client Confirmations
/tenants/{tenant}/client-confirmations
-
GET
List Client Confirmations
/tenants/{tenant}/client-confirmations
-
GET
List Contacts for Client
/tenants/{tenant}/clients/{client}/clientcontact
-
GET
List Contacts for Client
/tenants/{tenant}/clients/{client}/clientcontact
-
POST
Create Contact for Client
/tenants/{tenant}/clients/{client}/clientcontact
-
GET
Get Contact for Client
/tenants/{tenant}/clients/{client}/clientcontact/{code}
-
GET
Get Contact for Client
/tenants/{tenant}/clients/{client}/clientcontact/{code}
-
PUT
Update Contact for Client
/tenants/{tenant}/clients/{client}/clientcontact/{code}
-
PUT
Update Contact for Client
/tenants/{tenant}/clients/{client}/clientcontact/{code}
-
DELETE
Delete Contact for Client
/tenants/{tenant}/clients/{client}/clientcontact/{code}
-
DELETE
Delete Contact for Client
/tenants/{tenant}/clients/{client}/clientcontact/{code}
-
GET
Get Custom Field Values
/tenants/{tenant}/clients/{client}/custom-field-values
-
GET
Get Custom Field Values
/tenants/{tenant}/clients/{client}/custom-field-values
-
PUT
Set Custom Field Values
/tenants/{tenant}/clients/{client}/custom-field-values
-
PUT
Set Custom Field Values
/tenants/{tenant}/clients/{client}/custom-field-values
-
GET
Get Client Dates
/tenants/{tenant}/clients/{code}/dates
-
GET
Get Client Dates
/tenants/{tenant}/clients/{code}/dates
-
PUT
Save Client Dates
/tenants/{tenant}/clients/{code}/dates
-
PUT
Save Client Dates
/tenants/{tenant}/clients/{code}/dates
-
GET
List Client Deadlines
/tenants/{tenant}/client-deadlines
-
GET
List Client Deadlines
/tenants/{tenant}/client-deadlines
-
GET
List Document Requests for Client
/tenants/{tenant}/clients/{client}/documentrequest
-
GET
List Document Requests for Client
/tenants/{tenant}/clients/{client}/documentrequest
-
POST
Create Document Request
/tenants/{tenant}/clients/{client}/documentrequest
-
POST
Create Document Request
/tenants/{tenant}/clients/{client}/documentrequest
-
GET
Get Document Request for Client
/tenants/{tenant}/clients/{client}/documentrequest/{code}
-
GET
Get Document Request for Client
/tenants/{tenant}/clients/{client}/documentrequest/{code}
-
PUT
Update Document Request for Client
/tenants/{tenant}/clients/{client}/documentrequest/{code}
-
PUT
Update Document Request for Client
/tenants/{tenant}/clients/{client}/documentrequest/{code}
-
DELETE
Delete Document Request for Client
/tenants/{tenant}/clients/{client}/documentrequest/{code}
-
DELETE
Delete Document Request for Client
/tenants/{tenant}/clients/{client}/documentrequest/{code}
-
GET
Get Document Request Detail
/tenants/{tenant}/clients/{client}/documentrequest/{code}/detail
-
GET
Get Document Request Detail
/tenants/{tenant}/clients/{client}/documentrequest/{code}/detail
-
PUT
Open Document Request
/tenants/{tenant}/clients/{client}/documentrequest/{code}/open
-
PUT
Open Document Request
/tenants/{tenant}/clients/{client}/documentrequest/{code}/open
-
PUT
Resend Document Request
/tenants/{tenant}/clients/{client}/documentrequest/{code}/resend
-
PUT
Resend Document Request
/tenants/{tenant}/clients/{client}/documentrequest/{code}/resend
-
PUT
Cancel Document Request
/tenants/{tenant}/clients/{client}/documentrequest/{code}/cancel
-
PUT
Cancel Document Request
/tenants/{tenant}/clients/{client}/documentrequest/{code}/cancel
-
GET
Get Document Request Recipients
/tenants/{tenant}/clients/{client}/documentrequest/{code}/recipients
-
GET
Get Document Request Recipients
/tenants/{tenant}/clients/{client}/documentrequest/{code}/recipients
-
POST
Upload Documents to Request
/tenants/{tenant}/clients/{client}/documentrequest/{code}/documents
-
POST
Upload Documents to Request
/tenants/{tenant}/clients/{client}/documentrequest/{code}/documents
-
DELETE
Remove Document from Request
/tenants/{tenant}/clients/{client}/documentrequest/{code}/documents/{documentCode}
-
DELETE
Remove Document from Request
/tenants/{tenant}/clients/{client}/documentrequest/{code}/documents/{documentCode}
-
POST
Submit Document Request
/tenants/{tenant}/clients/{client}/documentrequest/{code}/submit
-
POST
Submit Document Request
/tenants/{tenant}/clients/{client}/documentrequest/{code}/submit
-
PUT
Review Document Request Response
/tenants/{tenant}/clients/{client}/documentrequest/{code}/responses/{responseCode}/review
-
PUT
Review Document Request Response
/tenants/{tenant}/clients/{client}/documentrequest/{code}/responses/{responseCode}/review
-
GET
List Documents for Client
/tenants/{tenant}/clients/{client}/clientdocument
-
GET
List Documents for Client
/tenants/{tenant}/clients/{client}/clientdocument
-
POST
Create Document for Client
/tenants/{tenant}/clients/{client}/clientdocument
-
GET
Get Document for Client
/tenants/{tenant}/clients/{client}/clientdocument/{code}
-
GET
Get Document for Client
/tenants/{tenant}/clients/{client}/clientdocument/{code}
-
PUT
Update Document for Client
/tenants/{tenant}/clients/{client}/clientdocument/{code}
-
PUT
Update Document for Client
/tenants/{tenant}/clients/{client}/clientdocument/{code}
-
DELETE
Delete Document for Client
/tenants/{tenant}/clients/{client}/clientdocument/{code}
-
DELETE
Delete Document for Client
/tenants/{tenant}/clients/{client}/clientdocument/{code}
-
GET
List External Files
/tenants/{tenant}/clients/{client}/external-files
-
GET
List External Files
/tenants/{tenant}/clients/{client}/external-files
-
POST
Create External Folder
/tenants/{tenant}/clients/{client}/external-folders
-
POST
Create External Folder
/tenants/{tenant}/clients/{client}/external-folders
-
PUT
Move External Files
/tenants/{tenant}/clients/{client}/external-files/move
-
PUT
Move External Files
/tenants/{tenant}/clients/{client}/external-files/move
-
GET
Get Client Document Folder
/tenants/{tenant}/clients/{client}/document-folder
-
GET
Get Client Document Folder
/tenants/{tenant}/clients/{client}/document-folder
-
PUT
Set Client Document Folder
/tenants/{tenant}/clients/{client}/document-folder
-
PUT
Set Client Document Folder
/tenants/{tenant}/clients/{client}/document-folder
-
DELETE
Unmap Client Document Folder
/tenants/{tenant}/clients/{client}/document-folder
-
DELETE
Unmap Client Document Folder
/tenants/{tenant}/clients/{client}/document-folder
-
PUT
Review Document
/tenants/{tenant}/clients/{client}/clientdocument/{code}/review
-
PUT
Review Document
/tenants/{tenant}/clients/{client}/clientdocument/{code}/review
-
POST
Notify Client of Documents
/tenants/{tenant}/clients/{client}/clientdocument/notify
-
POST
Notify Client of Documents
/tenants/{tenant}/clients/{client}/clientdocument/notify
-
POST
Request Client Approval
/tenants/{tenant}/clients/{client}/clientdocument/request-approval
-
POST
Request Client Approval
/tenants/{tenant}/clients/{client}/clientdocument/request-approval
-
PUT
Cancel Batch Approval Request
/tenants/{tenant}/clients/{client}/clientdocument/approval-batches/{batchCode}/cancel
-
PUT
Cancel Batch Approval Request
/tenants/{tenant}/clients/{client}/clientdocument/approval-batches/{batchCode}/cancel
-
PUT
Resend Batch Approval Request
/tenants/{tenant}/clients/{client}/clientdocument/approval-batches/{batchCode}/resend
-
PUT
Resend Batch Approval Request
/tenants/{tenant}/clients/{client}/clientdocument/approval-batches/{batchCode}/resend
-
GET
Get Batch Approval Request Recipients
/tenants/{tenant}/clients/{client}/clientdocument/approval-batches/{batchCode}/recipients
-
GET
Get Batch Approval Request Recipients
/tenants/{tenant}/clients/{client}/clientdocument/approval-batches/{batchCode}/recipients
-
PUT
Cancel Client Approval Request
/tenants/{tenant}/clients/{client}/clientdocument/{code}/cancel-approval
-
PUT
Cancel Client Approval Request
/tenants/{tenant}/clients/{client}/clientdocument/{code}/cancel-approval
-
GET
Get Portal View
/tenants/{tenant}/clients/{client}/clientdocument/portal-view
-
GET
Get Portal View
/tenants/{tenant}/clients/{client}/clientdocument/portal-view
-
PUT
Move Documents to Portal Folder
/tenants/{tenant}/clients/{client}/clientdocument/portal-folder
-
PUT
Move Documents to Portal Folder
/tenants/{tenant}/clients/{client}/clientdocument/portal-folder
-
PATCH
Set Documents Portal Visibility
/tenants/{tenant}/clients/{client}/clientdocument/portal-visibility
-
PATCH
Set Documents Portal Visibility
/tenants/{tenant}/clients/{client}/clientdocument/portal-visibility
-
POST
Bulk Track External Files
/tenants/{tenant}/clients/{client}/clientdocument/bulk-track-external
-
POST
Bulk Track External Files
/tenants/{tenant}/clients/{client}/clientdocument/bulk-track-external
-
POST
Bulk Delete Documents
/tenants/{tenant}/clients/{client}/clientdocument/bulk-delete
-
POST
Bulk Delete Documents
/tenants/{tenant}/clients/{client}/clientdocument/bulk-delete
-
POST
Create Document from Template
/tenants/{tenant}/clients/{client}/clientdocument/from-template
-
POST
Create Document from Template
/tenants/{tenant}/clients/{client}/clientdocument/from-template
-
POST
Track External File
/tenants/{tenant}/clients/{client}/clientdocument/track-external
-
POST
Track External File
/tenants/{tenant}/clients/{client}/clientdocument/track-external
-
GET
List Document Versions
/tenants/{tenant}/clients/{client}/clientdocument/{code}/versions
-
GET
List Document Versions
/tenants/{tenant}/clients/{client}/clientdocument/{code}/versions
-
POST
Upload New Document Version
/tenants/{tenant}/clients/{client}/clientdocument/{code}/versions
-
POST
Upload New Document Version
/tenants/{tenant}/clients/{client}/clientdocument/{code}/versions
-
GET
List Client Documents
/tenants/{tenant}/clientdocuments
-
GET
List Client Documents
/tenants/{tenant}/clientdocuments
-
GET
List Email Rules for Client
/tenants/{tenant}/clients/{client}/clientemailrule
-
GET
List Email Rules for Client
/tenants/{tenant}/clients/{client}/clientemailrule
-
POST
Create Email Rule for Client
/tenants/{tenant}/clients/{client}/clientemailrule
-
GET
Get Email Rule for Client
/tenants/{tenant}/clients/{client}/clientemailrule/{code}
-
GET
Get Email Rule for Client
/tenants/{tenant}/clients/{client}/clientemailrule/{code}
-
PUT
Update Email Rule for Client
/tenants/{tenant}/clients/{client}/clientemailrule/{code}
-
PUT
Update Email Rule for Client
/tenants/{tenant}/clients/{client}/clientemailrule/{code}
-
DELETE
Delete Email Rule for Client
/tenants/{tenant}/clients/{client}/clientemailrule/{code}
-
DELETE
Delete Email Rule for Client
/tenants/{tenant}/clients/{client}/clientemailrule/{code}
-
GET
List Emails for Client
/tenants/{tenant}/clients/{client}/emails
-
GET
List Emails for Client
/tenants/{tenant}/clients/{client}/emails
-
GET
List Links for Client
/tenants/{tenant}/clients/{client}/clientlink
-
GET
List Links for Client
/tenants/{tenant}/clients/{client}/clientlink
-
POST
Create Link for Client
/tenants/{tenant}/clients/{client}/clientlink
-
GET
Get Link for Client
/tenants/{tenant}/clients/{client}/clientlink/{code}
-
GET
Get Link for Client
/tenants/{tenant}/clients/{client}/clientlink/{code}
-
PUT
Update Link for Client
/tenants/{tenant}/clients/{client}/clientlink/{code}
-
PUT
Update Link for Client
/tenants/{tenant}/clients/{client}/clientlink/{code}
-
DELETE
Delete Link for Client
/tenants/{tenant}/clients/{client}/clientlink/{code}
-
DELETE
Delete Link for Client
/tenants/{tenant}/clients/{client}/clientlink/{code}
-
GET
List Meeting Notes for Client
/tenants/{tenant}/clients/{client}/meetingnote
-
GET
List Meeting Notes for Client
/tenants/{tenant}/clients/{client}/meetingnote
-
POST
Create Meeting Note for Client
/tenants/{tenant}/clients/{client}/meetingnote
-
GET
Get Meeting Note for Client
/tenants/{tenant}/clients/{client}/meetingnote/{code}
-
GET
Get Meeting Note for Client
/tenants/{tenant}/clients/{client}/meetingnote/{code}
-
PUT
Update Meeting Note for Client
/tenants/{tenant}/clients/{client}/meetingnote/{code}
-
PUT
Update Meeting Note for Client
/tenants/{tenant}/clients/{client}/meetingnote/{code}
-
DELETE
Delete Meeting Note for Client
/tenants/{tenant}/clients/{client}/meetingnote/{code}
-
DELETE
Delete Meeting Note for Client
/tenants/{tenant}/clients/{client}/meetingnote/{code}
-
GET
List Adjustable Summaries
/tenants/{tenant}/clients/{client}/mtd/adjustable-summaries/{taxYear}
-
GET
List Adjustable Summaries
/tenants/{tenant}/clients/{client}/mtd/adjustable-summaries/{taxYear}
-
GET
Get Adjustable Summary
/tenants/{tenant}/clients/{client}/mtd/adjustable-summaries/{calculationId}/{taxYear}/detail
-
GET
Get Adjustable Summary
/tenants/{tenant}/clients/{client}/mtd/adjustable-summaries/{calculationId}/{taxYear}/detail
-
POST
Trigger Adjustable Summary
/tenants/{tenant}/clients/{client}/mtd/adjustable-summaries/trigger
-
POST
Trigger Adjustable Summary
/tenants/{tenant}/clients/{client}/mtd/adjustable-summaries/trigger
-
POST
Submit Accounting Adjustments
/tenants/{tenant}/clients/{client}/mtd/adjustable-summaries/{calculationId}/adjust
-
POST
Submit Accounting Adjustments
/tenants/{tenant}/clients/{client}/mtd/adjustable-summaries/{calculationId}/adjust
-
GET
Get Annual Submission
/tenants/{tenant}/clients/{client}/mtd/annual-submissions/{businessId}/{taxYear}
-
GET
Get Annual Submission
/tenants/{tenant}/clients/{client}/mtd/annual-submissions/{businessId}/{taxYear}
-
PUT
Save Annual Submission
/tenants/{tenant}/clients/{client}/mtd/annual-submissions/{businessId}/{taxYear}
-
PUT
Save Annual Submission
/tenants/{tenant}/clients/{client}/mtd/annual-submissions/{businessId}/{taxYear}
-
DELETE
Delete Annual Submission
/tenants/{tenant}/clients/{client}/mtd/annual-submissions/{businessId}/{taxYear}
-
DELETE
Delete Annual Submission
/tenants/{tenant}/clients/{client}/mtd/annual-submissions/{businessId}/{taxYear}
-
PUT
Save Other Capital Gains
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}
-
PUT
Save Other Capital Gains
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}
-
DELETE
Delete Other Capital Gains
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}
-
DELETE
Delete Other Capital Gains
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}
-
PUT
Save Residential Disposals
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}/residential
-
PUT
Save Residential Disposals
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}/residential
-
DELETE
Delete Residential Disposals
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}/residential
-
DELETE
Delete Residential Disposals
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}/residential
-
GET
Get PPD Disposals
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}/residential-ppd
-
GET
Get PPD Disposals
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}/residential-ppd
-
PUT
Save PPD Overrides
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}/residential-ppd
-
PUT
Save PPD Overrides
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}/residential-ppd
-
DELETE
Delete PPD Overrides
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}/residential-ppd
-
DELETE
Delete PPD Overrides
/tenants/{tenant}/clients/{client}/mtd/capital-gains/{taxYear}/residential-ppd
-
PUT
Save Dividends Income
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}
-
PUT
Save Dividends Income
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}
-
DELETE
Delete Dividends Income
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}
-
DELETE
Delete Dividends Income
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}
-
PUT
Save UK Dividends
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}/uk
-
PUT
Save UK Dividends
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}/uk
-
DELETE
Delete UK Dividends
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}/uk
-
DELETE
Delete UK Dividends
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}/uk
-
GET
Get Directorship Dividend
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}/directorships/{employmentId}
-
GET
Get Directorship Dividend
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}/directorships/{employmentId}
-
PUT
Save Directorship Dividend
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}/directorships/{employmentId}
-
PUT
Save Directorship Dividend
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}/directorships/{employmentId}
-
DELETE
Delete Directorship Dividend
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}/directorships/{employmentId}
-
DELETE
Delete Directorship Dividend
/tenants/{tenant}/clients/{client}/mtd/dividends/{taxYear}/directorships/{employmentId}
-
POST
Add Custom Employment
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}
-
POST
Add Custom Employment
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}
-
PUT
Save Non-PAYE Employment Income
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/income/non-paye
-
PUT
Save Non-PAYE Employment Income
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/income/non-paye
-
DELETE
Delete Non-PAYE Employment Income
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/income/non-paye
-
DELETE
Delete Non-PAYE Employment Income
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/income/non-paye
-
PUT
Save Other Employment Income
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/income/other
-
PUT
Save Other Employment Income
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/income/other
-
DELETE
Delete Other Employment Income
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/income/other
-
DELETE
Delete Other Employment Income
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/income/other
-
GET
Get Employment
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}
-
GET
Get Employment
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}
-
PUT
Amend Custom Employment
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}
-
PUT
Amend Custom Employment
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}
-
DELETE
Delete Custom Employment
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}
-
DELETE
Delete Custom Employment
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}
-
POST
Ignore Employment
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/ignore
-
POST
Ignore Employment
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/ignore
-
DELETE
Unignore Employment
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/ignore
-
DELETE
Unignore Employment
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/ignore
-
PUT
Save Employment Financial Details
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/financial-details
-
PUT
Save Employment Financial Details
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/financial-details
-
DELETE
Delete Employment Financial Details
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/financial-details
-
DELETE
Delete Employment Financial Details
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/financial-details
-
GET
Get Student Loan Benefit
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/student-loan-benefit
-
GET
Get Student Loan Benefit
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/student-loan-benefit
-
PUT
Save Student Loan Benefit
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/student-loan-benefit
-
PUT
Save Student Loan Benefit
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/student-loan-benefit
-
DELETE
Delete Student Loan Benefit
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/student-loan-benefit
-
DELETE
Delete Student Loan Benefit
/tenants/{tenant}/clients/{client}/mtd/employments/{taxYear}/{employmentId}/student-loan-benefit
-
GET
List Foreign Properties
/tenants/{tenant}/clients/{client}/mtd/foreign-properties/{businessId}/{taxYear}
-
GET
List Foreign Properties
/tenants/{tenant}/clients/{client}/mtd/foreign-properties/{businessId}/{taxYear}
-
POST
Register Foreign Property
/tenants/{tenant}/clients/{client}/mtd/foreign-properties/{businessId}/{taxYear}
-
POST
Register Foreign Property
/tenants/{tenant}/clients/{client}/mtd/foreign-properties/{businessId}/{taxYear}
-
PUT
Update Foreign Property
/tenants/{tenant}/clients/{client}/mtd/foreign-properties/property/{propertyId}/{taxYear}
-
PUT
Update Foreign Property
/tenants/{tenant}/clients/{client}/mtd/foreign-properties/property/{propertyId}/{taxYear}
-
GET
Get Income Source
/tenants/{tenant}/clients/{client}/mtd/businesses/{businessId}
-
GET
Get Income Source
/tenants/{tenant}/clients/{client}/mtd/businesses/{businessId}
-
PUT
Set Accounting Basis
/tenants/{tenant}/clients/{client}/mtd/businesses/{businessId}/{taxYear}/accounting-type
-
PUT
Set Accounting Basis
/tenants/{tenant}/clients/{client}/mtd/businesses/{businessId}/{taxYear}/accounting-type
-
PUT
Set Periods Of Account
/tenants/{tenant}/clients/{client}/mtd/businesses/{businessId}/{taxYear}/periods-of-account
-
PUT
Set Periods Of Account
/tenants/{tenant}/clients/{client}/mtd/businesses/{businessId}/{taxYear}/periods-of-account
-
POST
Disapply Late Accounting Date Rule
/tenants/{tenant}/clients/{client}/mtd/businesses/{businessId}/{taxYear}/late-accounting-date-rule
-
POST
Disapply Late Accounting Date Rule
/tenants/{tenant}/clients/{client}/mtd/businesses/{businessId}/{taxYear}/late-accounting-date-rule
-
DELETE
Withdraw Late Accounting Date Rule Election
/tenants/{tenant}/clients/{client}/mtd/businesses/{businessId}/{taxYear}/late-accounting-date-rule
-
DELETE
Withdraw Late Accounting Date Rule Election
/tenants/{tenant}/clients/{client}/mtd/businesses/{businessId}/{taxYear}/late-accounting-date-rule
-
GET
Get Losses
/tenants/{tenant}/clients/{client}/mtd/losses/{taxYear}
-
GET
Get Losses
/tenants/{tenant}/clients/{client}/mtd/losses/{taxYear}
-
POST
Create Brought Forward Loss
/tenants/{tenant}/clients/{client}/mtd/losses/brought-forward/{taxYear}
-
POST
Create Brought Forward Loss
/tenants/{tenant}/clients/{client}/mtd/losses/brought-forward/{taxYear}
-
POST
Amend Brought Forward Loss
/tenants/{tenant}/clients/{client}/mtd/losses/brought-forward/{lossId}/{taxYear}/amount
-
POST
Amend Brought Forward Loss
/tenants/{tenant}/clients/{client}/mtd/losses/brought-forward/{lossId}/{taxYear}/amount
-
DELETE
Delete Brought Forward Loss
/tenants/{tenant}/clients/{client}/mtd/losses/brought-forward/{lossId}/{taxYear}
-
DELETE
Delete Brought Forward Loss
/tenants/{tenant}/clients/{client}/mtd/losses/brought-forward/{lossId}/{taxYear}
-
POST
Create Loss Claim
/tenants/{tenant}/clients/{client}/mtd/losses/claims
-
POST
Create Loss Claim
/tenants/{tenant}/clients/{client}/mtd/losses/claims
-
POST
Amend Loss Claim Type
/tenants/{tenant}/clients/{client}/mtd/losses/claims/{claimId}/{taxYear}/type
-
POST
Amend Loss Claim Type
/tenants/{tenant}/clients/{client}/mtd/losses/claims/{claimId}/{taxYear}/type
-
DELETE
Delete Loss Claim
/tenants/{tenant}/clients/{client}/mtd/losses/claims/{claimId}/{taxYear}
-
DELETE
Delete Loss Claim
/tenants/{tenant}/clients/{client}/mtd/losses/claims/{claimId}/{taxYear}
-
PUT
Amend Loss Claims Order
/tenants/{tenant}/clients/{client}/mtd/losses/claims/{taxYear}/order
-
PUT
Amend Loss Claims Order
/tenants/{tenant}/clients/{client}/mtd/losses/claims/{taxYear}/order
-
PUT
Save Losses And Claims
/tenants/{tenant}/clients/{client}/mtd/losses/document/{businessId}/{taxYear}
-
PUT
Save Losses And Claims
/tenants/{tenant}/clients/{client}/mtd/losses/document/{businessId}/{taxYear}
-
DELETE
Delete Losses And Claims
/tenants/{tenant}/clients/{client}/mtd/losses/document/{businessId}/{taxYear}
-
DELETE
Delete Losses And Claims
/tenants/{tenant}/clients/{client}/mtd/losses/document/{businessId}/{taxYear}
-
GET
List Books Mappings
/tenants/{tenant}/clients/{client}/mtd/nominal-mappings
-
GET
List Books Mappings
/tenants/{tenant}/clients/{client}/mtd/nominal-mappings
-
GET
Get Books Mapping
/tenants/{tenant}/clients/{client}/mtd/nominal-mappings/{businessId}
-
GET
Get Books Mapping
/tenants/{tenant}/clients/{client}/mtd/nominal-mappings/{businessId}
-
PUT
Save Books Mapping
/tenants/{tenant}/clients/{client}/mtd/nominal-mappings/{businessId}
-
PUT
Save Books Mapping
/tenants/{tenant}/clients/{client}/mtd/nominal-mappings/{businessId}
-
DELETE
Delete Books Mapping
/tenants/{tenant}/clients/{client}/mtd/nominal-mappings/{businessId}
-
DELETE
Delete Books Mapping
/tenants/{tenant}/clients/{client}/mtd/nominal-mappings/{businessId}
-
GET
Pull Figures From Books
/tenants/{tenant}/clients/{client}/mtd/nominal-mappings/{businessId}/figures
-
GET
Pull Figures From Books
/tenants/{tenant}/clients/{client}/mtd/nominal-mappings/{businessId}/figures
-
GET
List Quarterly Updates
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates
-
GET
List Quarterly Updates
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates
-
PUT
Save Quarterly Update
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates
-
PUT
Save Quarterly Update
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates
-
POST
Submit Quarterly Update
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates/{code}/submit
-
POST
Submit Quarterly Update
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates/{code}/submit
-
GET
Get Tax Calculation
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates/{code}/calculation
-
GET
Get Tax Calculation
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates/{code}/calculation
-
GET
Get HMRC Held Position
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates/held/{businessId}/{taxYear}
-
GET
Get HMRC Held Position
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates/held/{businessId}/{taxYear}
-
PUT
Set Quarterly Period Type
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates/period-type/{businessId}/{taxYear}
-
PUT
Set Quarterly Period Type
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates/period-type/{businessId}/{taxYear}
-
POST
Reconcile Quarterly Update
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates/{code}/reconcile
-
POST
Reconcile Quarterly Update
/tenants/{tenant}/clients/{client}/mtd/quarterly-updates/{code}/reconcile
-
PUT
Save Investment Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/investment
-
PUT
Save Investment Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/investment
-
DELETE
Delete Investment Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/investment
-
DELETE
Delete Investment Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/investment
-
PUT
Save Other Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/other
-
PUT
Save Other Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/other
-
DELETE
Delete Other Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/other
-
DELETE
Delete Other Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/other
-
PUT
Save Foreign Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/foreign
-
PUT
Save Foreign Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/foreign
-
DELETE
Delete Foreign Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/foreign
-
DELETE
Delete Foreign Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/foreign
-
PUT
Save Pensions Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/pensions
-
PUT
Save Pensions Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/pensions
-
DELETE
Delete Pensions Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/pensions
-
DELETE
Delete Pensions Reliefs
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/pensions
-
PUT
Save Charitable Giving
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/charitable-giving
-
PUT
Save Charitable Giving
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/charitable-giving
-
DELETE
Delete Charitable Giving
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/charitable-giving
-
DELETE
Delete Charitable Giving
/tenants/{tenant}/clients/{client}/mtd/reliefs/{taxYear}/charitable-giving
-
POST
Add Savings Account
/tenants/{tenant}/clients/{client}/mtd/savings/accounts
-
POST
Add Savings Account
/tenants/{tenant}/clients/{client}/mtd/savings/accounts
-
PUT
Rename Savings Account
/tenants/{tenant}/clients/{client}/mtd/savings/accounts/{savingsAccountId}/name
-
PUT
Rename Savings Account
/tenants/{tenant}/clients/{client}/mtd/savings/accounts/{savingsAccountId}/name
-
PUT
Save Savings Account Interest
/tenants/{tenant}/clients/{client}/mtd/savings/accounts/{savingsAccountId}/{taxYear}
-
PUT
Save Savings Account Interest
/tenants/{tenant}/clients/{client}/mtd/savings/accounts/{savingsAccountId}/{taxYear}
-
PUT
Save Other Savings Income
/tenants/{tenant}/clients/{client}/mtd/savings/other/{taxYear}
-
PUT
Save Other Savings Income
/tenants/{tenant}/clients/{client}/mtd/savings/other/{taxYear}
-
DELETE
Delete Other Savings Income
/tenants/{tenant}/clients/{client}/mtd/savings/other/{taxYear}
-
DELETE
Delete Other Savings Income
/tenants/{tenant}/clients/{client}/mtd/savings/other/{taxYear}
-
GET
Get Tax Liability Adjustments
/tenants/{tenant}/clients/{client}/mtd/tax-liability-adjustments/{taxYear}
-
GET
Get Tax Liability Adjustments
/tenants/{tenant}/clients/{client}/mtd/tax-liability-adjustments/{taxYear}
-
PUT
Save Tax Liability Adjustments
/tenants/{tenant}/clients/{client}/mtd/tax-liability-adjustments/{taxYear}
-
PUT
Save Tax Liability Adjustments
/tenants/{tenant}/clients/{client}/mtd/tax-liability-adjustments/{taxYear}
-
DELETE
Delete Tax Liability Adjustments
/tenants/{tenant}/clients/{client}/mtd/tax-liability-adjustments/{taxYear}
-
DELETE
Delete Tax Liability Adjustments
/tenants/{tenant}/clients/{client}/mtd/tax-liability-adjustments/{taxYear}
-
GET
Review Tax Return
/tenants/{tenant}/clients/{client}/mtd/tax-return/{taxYear}
-
GET
Review Tax Return
/tenants/{tenant}/clients/{client}/mtd/tax-return/{taxYear}
-
POST
Trigger Tax Return Calculation
/tenants/{tenant}/clients/{client}/mtd/tax-return/{taxYear}/calculation
-
POST
Trigger Tax Return Calculation
/tenants/{tenant}/clients/{client}/mtd/tax-return/{taxYear}/calculation
-
POST
Send Tax Return
/tenants/{tenant}/clients/{client}/mtd/tax-return/{taxYear}/submit
-
POST
Send Tax Return
/tenants/{tenant}/clients/{client}/mtd/tax-return/{taxYear}/submit
-
POST
Reconcile Tax Return
/tenants/{tenant}/clients/{client}/mtd/tax-return/{taxYear}/submissions/{submissionCode}/reconcile
-
POST
Reconcile Tax Return
/tenants/{tenant}/clients/{client}/mtd/tax-return/{taxYear}/submissions/{submissionCode}/reconcile
-
GET
List Tax Returns
/tenants/{tenant}/clients/{client}/mtd/tax-return
-
GET
List Tax Returns
/tenants/{tenant}/clients/{client}/mtd/tax-return
-
GET
Get Income Sources And Deadlines
/tenants/{tenant}/clients/{client}/mtd/income-sources
-
GET
Get Income Sources And Deadlines
/tenants/{tenant}/clients/{client}/mtd/income-sources
-
GET
Get One Income Source's Year Setup
/tenants/{tenant}/clients/{client}/mtd/tax-years/{taxYear}/income-sources/{businessId}
-
GET
Get One Income Source's Year Setup
/tenants/{tenant}/clients/{client}/mtd/tax-years/{taxYear}/income-sources/{businessId}
-
GET
Get Other Income For A Tax Year
/tenants/{tenant}/clients/{client}/mtd/tax-years/{taxYear}/other-income
-
GET
Get Other Income For A Tax Year
/tenants/{tenant}/clients/{client}/mtd/tax-years/{taxYear}/other-income
-
GET
Export MTD Records
/tenants/{tenant}/clients/{client}/mtd/tax-years/{taxYear}/export
-
GET
Export MTD Records
/tenants/{tenant}/clients/{client}/mtd/tax-years/{taxYear}/export
-
GET
List Notes for Client
/tenants/{tenant}/clients/{client}/clientnote
-
GET
List Notes for Client
/tenants/{tenant}/clients/{client}/clientnote
-
POST
Create Note for Client
/tenants/{tenant}/clients/{client}/clientnote
-
GET
Get Note for Client
/tenants/{tenant}/clients/{client}/clientnote/{code}
-
GET
Get Note for Client
/tenants/{tenant}/clients/{client}/clientnote/{code}
-
PUT
Update Note for Client
/tenants/{tenant}/clients/{client}/clientnote/{code}
-
PUT
Update Note for Client
/tenants/{tenant}/clients/{client}/clientnote/{code}
-
DELETE
Delete Note for Client
/tenants/{tenant}/clients/{client}/clientnote/{code}
-
DELETE
Delete Note for Client
/tenants/{tenant}/clients/{client}/clientnote/{code}
-
GET
Get Pinned Notes for Client
/tenants/{tenant}/clients/{client}/clientnote/pinned
-
GET
Get Pinned Notes for Client
/tenants/{tenant}/clients/{client}/clientnote/pinned
-
GET
List Client Pipelines for Client
/tenants/{tenant}/clients/{client}/pipelines/clientpipeline
-
GET
List Client Pipelines for Client
/tenants/{tenant}/clients/{client}/pipelines/clientpipeline
-
POST
Create Client Pipeline for Client
/tenants/{tenant}/clients/{client}/pipelines/clientpipeline
-
GET
Get Client Pipeline for Client
/tenants/{tenant}/clients/{client}/pipelines/clientpipeline/{code}
-
GET
Get Client Pipeline for Client
/tenants/{tenant}/clients/{client}/pipelines/clientpipeline/{code}
-
PUT
Update Client Pipeline for Client
/tenants/{tenant}/clients/{client}/pipelines/clientpipeline/{code}
-
PUT
Update Client Pipeline for Client
/tenants/{tenant}/clients/{client}/pipelines/clientpipeline/{code}
-
DELETE
Delete Client Pipeline for Client
/tenants/{tenant}/clients/{client}/pipelines/clientpipeline/{code}
-
DELETE
Delete Client Pipeline for Client
/tenants/{tenant}/clients/{client}/pipelines/clientpipeline/{code}
-
PATCH
Update Client Pipeline Stage
/tenants/{tenant}/clients/{client}/pipelines/{code}/stage
-
PATCH
Update Client Pipeline Stage
/tenants/{tenant}/clients/{client}/pipelines/{code}/stage
-
PUT
Update Client Pipeline Deal
/tenants/{tenant}/clients/{client}/pipelines/{code}/deal
-
PUT
Update Client Pipeline Deal
/tenants/{tenant}/clients/{client}/pipelines/{code}/deal
-
GET
List Client Pipeline Summaries
/tenants/{tenant}/clientpipelines
-
GET
List Client Pipeline Summaries
/tenants/{tenant}/clientpipelines
-
GET
Get Client Pipeline Stage Counts
/tenants/{tenant}/clientpipelines/stage-counts
-
GET
Get Client Pipeline Stage Counts
/tenants/{tenant}/clientpipelines/stage-counts
-
GET
List Recurring Tasks for Client
/tenants/{tenant}/clients/{clientCode}/recurring-tasks
-
GET
List Recurring Tasks for Client
/tenants/{tenant}/clients/{clientCode}/recurring-tasks
-
GET
Get Recurring Task Schedule for Client
/tenants/{tenant}/clients/{clientCode}/recurring-tasks/{taskCode}/schedule
-
GET
Get Recurring Task Schedule for Client
/tenants/{tenant}/clients/{clientCode}/recurring-tasks/{taskCode}/schedule
-
PUT
Assign Recurring Task Schedule for Client
/tenants/{tenant}/clients/{clientCode}/recurring-tasks/{taskCode}/schedule
-
PUT
Assign Recurring Task Schedule for Client
/tenants/{tenant}/clients/{clientCode}/recurring-tasks/{taskCode}/schedule
-
DELETE
Revert Recurring Task Schedule for Client
/tenants/{tenant}/clients/{clientCode}/recurring-tasks/{taskCode}/schedule
-
DELETE
Revert Recurring Task Schedule for Client
/tenants/{tenant}/clients/{clientCode}/recurring-tasks/{taskCode}/schedule
-
GET
Get Client Request Settings
/tenants/{tenant}/client-request-settings
-
GET
Get Client Request Settings
/tenants/{tenant}/client-request-settings
-
PUT
Update Client Request Settings
/tenants/{tenant}/client-request-settings
-
PUT
Update Client Request Settings
/tenants/{tenant}/client-request-settings
-
GET
List Client Services for Client
/tenants/{tenant}/clients/{client}/services/clientbillableservice
-
GET
List Client Services for Client
/tenants/{tenant}/clients/{client}/services/clientbillableservice
-
POST
Create Client Service for Client
/tenants/{tenant}/clients/{client}/services/clientbillableservice
-
GET
Get Client Service for Client
/tenants/{tenant}/clients/{client}/services/clientbillableservice/{code}
-
GET
Get Client Service for Client
/tenants/{tenant}/clients/{client}/services/clientbillableservice/{code}
-
PUT
Update Client Service for Client
/tenants/{tenant}/clients/{client}/services/clientbillableservice/{code}
-
PUT
Update Client Service for Client
/tenants/{tenant}/clients/{client}/services/clientbillableservice/{code}
-
DELETE
Delete Client Service for Client
/tenants/{tenant}/clients/{client}/services/clientbillableservice/{code}
-
DELETE
Delete Client Service for Client
/tenants/{tenant}/clients/{client}/services/clientbillableservice/{code}
-
GET
Get Required Client Fields
/tenants/{tenant}/clients/{client}/services/required-fields
-
GET
Get Required Client Fields
/tenants/{tenant}/clients/{client}/services/required-fields
-
PATCH
Update Client Service Stage
/tenants/{tenant}/clients/{client}/services/{code}/stage
-
PATCH
Update Client Service Stage
/tenants/{tenant}/clients/{client}/services/{code}/stage
-
GET
Get Client Service Stage History
/tenants/{tenant}/clients/{client}/services/{code}/stage-history
-
GET
Get Client Service Stage History
/tenants/{tenant}/clients/{client}/services/{code}/stage-history
-
GET
Get client settings
/tenants/{tenant}/client-settings
-
PUT
Update client settings
/tenants/{tenant}/client-settings
-
PUT
Update client settings
/tenants/{tenant}/client-settings
-
POST
Set Up Client CIS Manager Account
/tenants/{tenant}/clients/{client}/products/cis-manager
-
POST
Set Up Client CIS Manager Account
/tenants/{tenant}/clients/{client}/products/cis-manager
-
GET
List Client Linkable CIS Organisations
/tenants/{tenant}/clients/{client}/products/cis-manager/linkable-organisations
-
GET
List Client Linkable CIS Organisations
/tenants/{tenant}/clients/{client}/products/cis-manager/linkable-organisations
-
POST
Link Client CIS Manager Organisation
/tenants/{tenant}/clients/{client}/products/cis-manager/link
-
POST
Link Client CIS Manager Organisation
/tenants/{tenant}/clients/{client}/products/cis-manager/link
-
POST
Open Client CIS Manager Account
/tenants/{tenant}/clients/{client}/products/cis-manager/open
-
POST
Open Client CIS Manager Account
/tenants/{tenant}/clients/{client}/products/cis-manager/open
-
GET
Get Client CIS Manager Returns
/tenants/{tenant}/clients/{client}/products/cis-manager/returns
-
GET
Get Client CIS Manager Returns
/tenants/{tenant}/clients/{client}/products/cis-manager/returns
-
POST
Set Up Client Sodium MTD Account
/tenants/{tenant}/clients/{client}/products/sodium-mtd
-
POST
Set Up Client Sodium MTD Account
/tenants/{tenant}/clients/{client}/products/sodium-mtd
-
POST
Open Client Sodium MTD Account
/tenants/{tenant}/clients/{client}/products/sodium-mtd/open
-
POST
Open Client Sodium MTD Account
/tenants/{tenant}/clients/{client}/products/sodium-mtd/open
-
GET
List Client Service Summaries
/tenants/{tenant}/clientbillableservices
-
GET
List Client Service Summaries
/tenants/{tenant}/clientbillableservices
-
GET
Get Client Service Stage Counts
/tenants/{tenant}/clientbillableservices/stage-counts
-
GET
Get Client Service Stage Counts
/tenants/{tenant}/clientbillableservices/stage-counts
-
GET
List Billing Line Items
/tenants/{tenant}/billinglineitems
-
GET
List Billing Line Items
/tenants/{tenant}/billinglineitems
-
GET
Get Schedule Monthly Totals
/tenants/{tenant}/billingschedule/monthly-totals
-
GET
Get Schedule Monthly Totals
/tenants/{tenant}/billingschedule/monthly-totals
-
GET
Get client billing settings
/tenants/{tenant}/client-billing-settings
-
GET
Get client billing settings
/tenants/{tenant}/client-billing-settings
-
PUT
Update client billing settings
/tenants/{tenant}/client-billing-settings
-
PUT
Update client billing settings
/tenants/{tenant}/client-billing-settings
-
GET
List Invoice Submissions
/tenants/{tenant}/invoicesubmissions
-
GET
List Invoice Submissions
/tenants/{tenant}/invoicesubmissions
-
GET
Get Portal Access Status
/tenants/{tenant}/clients/{client}/contacts/{code}/portal-access
-
GET
Get Portal Access Status
/tenants/{tenant}/clients/{client}/contacts/{code}/portal-access
-
PUT
Set Portal Access
/tenants/{tenant}/clients/{client}/contacts/{code}/portal-access
-
PUT
Set Portal Access
/tenants/{tenant}/clients/{client}/contacts/{code}/portal-access
-
POST
Send Portal Invitation
/tenants/{tenant}/clients/{client}/contacts/{code}/portal-access/send-invitation
-
POST
Send Portal Invitation
/tenants/{tenant}/clients/{client}/contacts/{code}/portal-access/send-invitation
-
GET
Get client portal settings
/tenants/{tenant}/client-portal-settings
-
GET
Get client portal settings
/tenants/{tenant}/client-portal-settings
-
PUT
Update client portal settings
/tenants/{tenant}/client-portal-settings
-
PUT
Update client portal settings
/tenants/{tenant}/client-portal-settings
-
GET
List Portal Users
/tenants/{tenant}/portal-users
-
GET
List Portal Users
/tenants/{tenant}/portal-users
-
PUT
Update Portal User Status
/tenants/{tenant}/portal-users/{code}/status
-
PUT
Update Portal User Status
/tenants/{tenant}/portal-users/{code}/status
-
POST
Create Client
/tenants/{tenant}/clients
-
POST
Create Client
/tenants/{tenant}/clients
-
GET
List Clients
/tenants/{tenant}/clients
-
GET
List Clients
/tenants/{tenant}/clients
-
PATCH
Bulk Update Clients
/tenants/{tenant}/clients
-
PATCH
Bulk Update Clients
/tenants/{tenant}/clients
-
GET
Get Client
/tenants/{tenant}/clients/{code}
-
GET
Get Client
/tenants/{tenant}/clients/{code}
-
GET
Get Client
/tenants/{tenant}/clients/{code}
-
PUT
Update Client
/tenants/{tenant}/clients/{code}
-
PUT
Update Client
/tenants/{tenant}/clients/{code}
-
PUT
Update Client
/tenants/{tenant}/clients/{code}
-
DELETE
Delete Client
/tenants/{tenant}/clients/{code}
-
DELETE
Delete Client
/tenants/{tenant}/clients/{code}
-
DELETE
Delete Client
/tenants/{tenant}/clients/{code}
-
DELETE
Delete Client
/tenants/{tenant}/clients/{code}
-
PUT
Set Client Logo
/tenants/{tenant}/clients/{code}/logo
-
PUT
Set Client Logo
/tenants/{tenant}/clients/{code}/logo
-
DELETE
Remove Client Logo
/tenants/{tenant}/clients/{code}/logo
-
DELETE
Remove Client Logo
/tenants/{tenant}/clients/{code}/logo
-
POST
Resolve Email Recipients
/tenants/{tenant}/clients/{code}/resolve-recipients
-
POST
Resolve Email Recipients
/tenants/{tenant}/clients/{code}/resolve-recipients
-
GET
Task Summary
/tenants/{tenant}/clients/{code}/tasks/summary
-
GET
Task Summary
/tenants/{tenant}/clients/{code}/tasks/summary
-
GET
List Third-Party Mappings
/tenants/{tenant}/clients/third-party-mappings
-
GET
List Third-Party Mappings
/tenants/{tenant}/clients/third-party-mappings
-
PATCH
Update Third-Party Mapping
/tenants/{tenant}/clients/{code}/third-party-mappings
-
PATCH
Update Third-Party Mapping
/tenants/{tenant}/clients/{code}/third-party-mappings
-
POST
Start CSV Export
/tenants/{tenant}/clients/export/csv
-
GET
Get Export Status
/tenants/{tenant}/clients/export/csv/{code}
-
POST
Upload Client CSV
/tenants/{tenant}/clients/import/csv
-
GET
Get Import Status
/tenants/{tenant}/clients/import/csv/{code}
-
PUT
Start CSV Import
/tenants/{tenant}/clients/import/csv/{code}
-
GET
List Available Clients
/tenants/{tenant}/clients/import/available
-
GET
List Available Clients
/tenants/{tenant}/clients/import/available
-
POST
Import clients from a third-party connection
/tenants/{tenant}/clients/import/from-connection
-
POST
Map External Client
/tenants/{tenant}/clients/import/map-client
-
GET
List SavedClientFilters
/tenants/{tenant}/saved-client-filters
-
GET
List SavedClientFilters
/tenants/{tenant}/saved-client-filters
-
POST
Create SavedClientFilter
/tenants/{tenant}/saved-client-filters
-
POST
Create SavedClientFilter
/tenants/{tenant}/saved-client-filters
-
GET
Get SavedClientFilter
/tenants/{tenant}/saved-client-filters/{code}
-
GET
Get SavedClientFilter
/tenants/{tenant}/saved-client-filters/{code}
-
PUT
Update SavedClientFilter
/tenants/{tenant}/saved-client-filters/{code}
-
PUT
Update SavedClientFilter
/tenants/{tenant}/saved-client-filters/{code}
-
DELETE
Delete SavedClientFilter
/tenants/{tenant}/saved-client-filters/{code}
-
DELETE
Delete SavedClientFilter
/tenants/{tenant}/saved-client-filters/{code}
-
PUT
Set Menu Order
/tenants/{tenant}/saved-client-filters/menu-order
-
PUT
Set Menu Order
/tenants/{tenant}/saved-client-filters/menu-order
-
PUT
Set Menu Preference
/tenants/{tenant}/saved-client-filters/{code}/menu
-
PUT
Set Menu Preference
/tenants/{tenant}/saved-client-filters/{code}/menu
-
POST
Preview Service CSV Import
/tenants/{tenant}/client-services/import/csv/preview
-
PUT
Confirm Service CSV Import
/tenants/{tenant}/client-services/import/csv/{code}/confirm
-
GET
Export Client Services CSV
/tenants/{tenant}/client-services/import/csv/export
-
GET
Get Service Import Status
/tenants/{tenant}/client-services/import/csv/{code}
-
POST
Analyze Service CSV
/tenants/{tenant}/client-services/import/csv/analyze
-
POST
Convert Service CSV to Native Format
/tenants/{tenant}/client-services/import/csv/convert
-
GET
Search
/tenants/{tenant}/companies-house/search
-
GET
Search
/tenants/{tenant}/companies-house/search
-
GET
Get Company Details
/tenants/{tenant}/companies-house/{companyNumber}
-
GET
Get Company Details
/tenants/{tenant}/companies-house/{companyNumber}
-
GET
Get Company Officers
/tenants/{tenant}/companies-house/{companyNumber}/officers
-
GET
Get Company Officers
/tenants/{tenant}/companies-house/{companyNumber}/officers
-
GET
Get Company PSCs
/tenants/{tenant}/companies-house/{companyNumber}/pscs
-
GET
Get Company PSCs
/tenants/{tenant}/companies-house/{companyNumber}/pscs
-
GET
Get Key Dates
/tenants/{tenant}/companies-house/{companyNumber}/key-dates
-
GET
Get Key Dates
/tenants/{tenant}/companies-house/{companyNumber}/key-dates
-
GET
Get Filing History
/tenants/{tenant}/companies-house/{companyNumber}/filing-history
-
GET
Get Filing History
/tenants/{tenant}/companies-house/{companyNumber}/filing-history
-
GET
Get Filing Details
/tenants/{tenant}/companies-house/{companyNumber}/filing-history/{transactionId}
-
GET
Get Filing Details
/tenants/{tenant}/companies-house/{companyNumber}/filing-history/{transactionId}
-
GET
Get Document
/tenants/{tenant}/companies-house/{companyNumber}/documents/{documentId}
-
GET
Get Document
/tenants/{tenant}/companies-house/{companyNumber}/documents/{documentId}
-
GET
List Contacts
/tenants/{tenant}/contacts
-
GET
List Contacts
/tenants/{tenant}/contacts
-
POST
Create Contact
/tenants/{tenant}/contacts
-
POST
Create Contact
/tenants/{tenant}/contacts
-
DELETE
Bulk Delete Contacts
/tenants/{tenant}/contacts
-
DELETE
Bulk Delete Contacts
/tenants/{tenant}/contacts
-
GET
Get Contact
/tenants/{tenant}/contacts/{code}
-
GET
Get Contact
/tenants/{tenant}/contacts/{code}
-
GET
Get Contact
/tenants/{tenant}/contacts/{code}
-
PUT
Update Contact
/tenants/{tenant}/contacts/{code}
-
PUT
Update Contact
/tenants/{tenant}/contacts/{code}
-
PUT
Update Contact
/tenants/{tenant}/contacts/{code}
-
DELETE
Delete Contact
/tenants/{tenant}/contacts/{code}
-
DELETE
Delete Contact
/tenants/{tenant}/contacts/{code}
-
DELETE
Delete Contact
/tenants/{tenant}/contacts/{code}
-
DELETE
Delete Contact
/tenants/{tenant}/contacts/{code}
-
GET
List Contact Clients
/tenants/{tenant}/contacts/{code}/clients
-
GET
List Contact Clients
/tenants/{tenant}/contacts/{code}/clients
-
POST
Match Contacts
/tenants/{tenant}/contacts/match
-
POST
Match Contacts
/tenants/{tenant}/contacts/match
-
GET
Preview Contact Merge
/tenants/{tenant}/contacts/{code}/merge
-
GET
Preview Contact Merge
/tenants/{tenant}/contacts/{code}/merge
-
POST
Merge Contacts
/tenants/{tenant}/contacts/{code}/merge
-
POST
Merge Contacts
/tenants/{tenant}/contacts/{code}/merge
-
POST
Start Contacts CSV Export
/tenants/{tenant}/contacts/export/csv
-
GET
Get Contacts Export Status
/tenants/{tenant}/contacts/export/csv/{code}
-
GET
List ContentBlocks
/tenants/{tenant}/contentblocks
-
GET
List ContentBlocks
/tenants/{tenant}/contentblocks
-
POST
Create ContentBlock
/tenants/{tenant}/contentblocks
-
POST
Create ContentBlock
/tenants/{tenant}/contentblocks
-
GET
Get ContentBlock
/tenants/{tenant}/contentblocks/{code}
-
GET
Get ContentBlock
/tenants/{tenant}/contentblocks/{code}
-
GET
Get ContentBlock
/tenants/{tenant}/contentblocks/{code}
-
PUT
Update ContentBlock
/tenants/{tenant}/contentblocks/{code}
-
PUT
Update ContentBlock
/tenants/{tenant}/contentblocks/{code}
-
PUT
Update ContentBlock
/tenants/{tenant}/contentblocks/{code}
-
DELETE
Delete ContentBlock
/tenants/{tenant}/contentblocks/{code}
-
DELETE
Delete ContentBlock
/tenants/{tenant}/contentblocks/{code}
-
DELETE
Delete ContentBlock
/tenants/{tenant}/contentblocks/{code}
-
DELETE
Delete ContentBlock
/tenants/{tenant}/contentblocks/{code}
-
GET
List Library ContentBlocks
/tenants/{tenant}/contentblocks/library
-
GET
List Library ContentBlocks
/tenants/{tenant}/contentblocks/library
-
GET
Get Library ContentBlock
/tenants/{tenant}/contentblocks/library/{code}
-
GET
Get Library ContentBlock
/tenants/{tenant}/contentblocks/library/{code}
-
PUT
Revert ContentBlock to Library
/tenants/{tenant}/contentblocks/{code}/library-version
-
PUT
Revert ContentBlock to Library
/tenants/{tenant}/contentblocks/{code}/library-version
-
GET
Get Template Variables
/tenants/{tenant}/contentblocks/template-variables
-
GET
Get Template Variables
/tenants/{tenant}/contentblocks/template-variables
-
POST
Render Content Block
/tenants/{tenant}/contentblocks/{code}/render
-
POST
Render Content Block
/tenants/{tenant}/contentblocks/{code}/render
-
GET
Preview Content Block
/tenants/{tenant}/contentblocks/{code}/render
-
GET
Preview Content Block
/tenants/{tenant}/contentblocks/{code}/render
-
POST
Render Template String
/tenants/{tenant}/contentblocks/render-template
-
POST
Render Template String
/tenants/{tenant}/contentblocks/render-template
-
GET
List CsvMappings
/tenants/{tenant}/csv-mappings
-
GET
List CsvMappings
/tenants/{tenant}/csv-mappings
-
POST
Create CsvMapping
/tenants/{tenant}/csv-mappings
-
POST
Create CsvMapping
/tenants/{tenant}/csv-mappings
-
GET
Get CsvMapping
/tenants/{tenant}/csv-mappings/{code}
-
GET
Get CsvMapping
/tenants/{tenant}/csv-mappings/{code}
-
GET
Get CsvMapping
/tenants/{tenant}/csv-mappings/{code}
-
PUT
Update CsvMapping
/tenants/{tenant}/csv-mappings/{code}
-
PUT
Update CsvMapping
/tenants/{tenant}/csv-mappings/{code}
-
PUT
Update CsvMapping
/tenants/{tenant}/csv-mappings/{code}
-
DELETE
Delete CsvMapping
/tenants/{tenant}/csv-mappings/{code}
-
DELETE
Delete CsvMapping
/tenants/{tenant}/csv-mappings/{code}
-
DELETE
Delete CsvMapping
/tenants/{tenant}/csv-mappings/{code}
-
DELETE
Delete CsvMapping
/tenants/{tenant}/csv-mappings/{code}
-
GET
List CustomFieldGroups
/tenants/{tenant}/custom-field-groups
-
GET
List CustomFieldGroups
/tenants/{tenant}/custom-field-groups
-
POST
Create CustomFieldGroup
/tenants/{tenant}/custom-field-groups
-
POST
Create CustomFieldGroup
/tenants/{tenant}/custom-field-groups
-
GET
Get CustomFieldGroup
/tenants/{tenant}/custom-field-groups/{code}
-
GET
Get CustomFieldGroup
/tenants/{tenant}/custom-field-groups/{code}
-
GET
Get CustomFieldGroup
/tenants/{tenant}/custom-field-groups/{code}
-
PUT
Update CustomFieldGroup
/tenants/{tenant}/custom-field-groups/{code}
-
PUT
Update CustomFieldGroup
/tenants/{tenant}/custom-field-groups/{code}
-
PUT
Update CustomFieldGroup
/tenants/{tenant}/custom-field-groups/{code}
-
DELETE
Delete CustomFieldGroup
/tenants/{tenant}/custom-field-groups/{code}
-
DELETE
Delete CustomFieldGroup
/tenants/{tenant}/custom-field-groups/{code}
-
DELETE
Delete CustomFieldGroup
/tenants/{tenant}/custom-field-groups/{code}
-
DELETE
Delete CustomFieldGroup
/tenants/{tenant}/custom-field-groups/{code}
-
GET
List CustomFieldDefinitions
/tenants/{tenant}/custom-fields
-
GET
List CustomFieldDefinitions
/tenants/{tenant}/custom-fields
-
POST
Create CustomFieldDefinition
/tenants/{tenant}/custom-fields
-
POST
Create CustomFieldDefinition
/tenants/{tenant}/custom-fields
-
GET
Get CustomFieldDefinition
/tenants/{tenant}/custom-fields/{code}
-
GET
Get CustomFieldDefinition
/tenants/{tenant}/custom-fields/{code}
-
GET
Get CustomFieldDefinition
/tenants/{tenant}/custom-fields/{code}
-
PUT
Update CustomFieldDefinition
/tenants/{tenant}/custom-fields/{code}
-
PUT
Update CustomFieldDefinition
/tenants/{tenant}/custom-fields/{code}
-
PUT
Update CustomFieldDefinition
/tenants/{tenant}/custom-fields/{code}
-
DELETE
Delete CustomFieldDefinition
/tenants/{tenant}/custom-fields/{code}
-
DELETE
Delete CustomFieldDefinition
/tenants/{tenant}/custom-fields/{code}
-
DELETE
Delete CustomFieldDefinition
/tenants/{tenant}/custom-fields/{code}
-
DELETE
Delete CustomFieldDefinition
/tenants/{tenant}/custom-fields/{code}
-
GET
List CustomTokens
/tenants/{tenant}/custom-tokens
-
GET
List CustomTokens
/tenants/{tenant}/custom-tokens
-
POST
Create CustomToken
/tenants/{tenant}/custom-tokens
-
POST
Create CustomToken
/tenants/{tenant}/custom-tokens
-
GET
Get CustomToken
/tenants/{tenant}/custom-tokens/{code}
-
GET
Get CustomToken
/tenants/{tenant}/custom-tokens/{code}
-
GET
Get CustomToken
/tenants/{tenant}/custom-tokens/{code}
-
PUT
Update CustomToken
/tenants/{tenant}/custom-tokens/{code}
-
PUT
Update CustomToken
/tenants/{tenant}/custom-tokens/{code}
-
PUT
Update CustomToken
/tenants/{tenant}/custom-tokens/{code}
-
DELETE
Delete CustomToken
/tenants/{tenant}/custom-tokens/{code}
-
DELETE
Delete CustomToken
/tenants/{tenant}/custom-tokens/{code}
-
DELETE
Delete CustomToken
/tenants/{tenant}/custom-tokens/{code}
-
DELETE
Delete CustomToken
/tenants/{tenant}/custom-tokens/{code}
-
GET
List DataFormCategories
/tenants/{tenant}/data-form-categories
-
GET
List DataFormCategories
/tenants/{tenant}/data-form-categories
-
POST
Create DataFormCategory
/tenants/{tenant}/data-form-categories
-
POST
Create DataFormCategory
/tenants/{tenant}/data-form-categories
-
GET
Get DataFormCategory
/tenants/{tenant}/data-form-categories/{code}
-
GET
Get DataFormCategory
/tenants/{tenant}/data-form-categories/{code}
-
GET
Get DataFormCategory
/tenants/{tenant}/data-form-categories/{code}
-
PUT
Update DataFormCategory
/tenants/{tenant}/data-form-categories/{code}
-
PUT
Update DataFormCategory
/tenants/{tenant}/data-form-categories/{code}
-
PUT
Update DataFormCategory
/tenants/{tenant}/data-form-categories/{code}
-
DELETE
Delete DataFormCategory
/tenants/{tenant}/data-form-categories/{code}
-
DELETE
Delete DataFormCategory
/tenants/{tenant}/data-form-categories/{code}
-
DELETE
Delete DataFormCategory
/tenants/{tenant}/data-form-categories/{code}
-
DELETE
Delete DataFormCategory
/tenants/{tenant}/data-form-categories/{code}
-
GET
List DataFormRequests
/tenants/{tenant}/data-form-requests
-
GET
List DataFormRequests
/tenants/{tenant}/data-form-requests
-
GET
Get DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
GET
Get DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
GET
Get DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
PUT
Update DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
PUT
Update DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
PUT
Update DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
DELETE
Delete DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
DELETE
Delete DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
DELETE
Delete DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
DELETE
Delete DataFormRequest
/tenants/{tenant}/data-form-requests/{code}
-
PUT
Review DataForm Answer
/tenants/{tenant}/data-form-requests/{code}/answers/{questionCode}/review
-
PUT
Review DataForm Answer
/tenants/{tenant}/data-form-requests/{code}/answers/{questionCode}/review
-
PUT
Resend DataForm Request
/tenants/{tenant}/data-form-requests/{code}/resend
-
PUT
Resend DataForm Request
/tenants/{tenant}/data-form-requests/{code}/resend
-
PUT
Cancel DataForm Request
/tenants/{tenant}/data-form-requests/{code}/cancel
-
PUT
Cancel DataForm Request
/tenants/{tenant}/data-form-requests/{code}/cancel
-
GET
Get DataForm Request Recipients
/tenants/{tenant}/data-form-requests/{code}/recipients
-
GET
Get DataForm Request Recipients
/tenants/{tenant}/data-form-requests/{code}/recipients
-
PUT
Reopen DataForm Request
/tenants/{tenant}/data-form-requests/{code}/reopen
-
PUT
Reopen DataForm Request
/tenants/{tenant}/data-form-requests/{code}/reopen
-
GET
List DataForms
/tenants/{tenant}/data-forms
-
GET
List DataForms
/tenants/{tenant}/data-forms
-
POST
Create DataForm
/tenants/{tenant}/data-forms
-
POST
Create DataForm
/tenants/{tenant}/data-forms
-
GET
Get DataForm
/tenants/{tenant}/data-forms/{code}
-
GET
Get DataForm
/tenants/{tenant}/data-forms/{code}
-
GET
Get DataForm
/tenants/{tenant}/data-forms/{code}
-
PUT
Update DataForm
/tenants/{tenant}/data-forms/{code}
-
PUT
Update DataForm
/tenants/{tenant}/data-forms/{code}
-
PUT
Update DataForm
/tenants/{tenant}/data-forms/{code}
-
DELETE
Delete DataForm
/tenants/{tenant}/data-forms/{code}
-
DELETE
Delete DataForm
/tenants/{tenant}/data-forms/{code}
-
DELETE
Delete DataForm
/tenants/{tenant}/data-forms/{code}
-
DELETE
Delete DataForm
/tenants/{tenant}/data-forms/{code}
-
GET
List Library DataForms
/tenants/{tenant}/data-forms/library
-
GET
List Library DataForms
/tenants/{tenant}/data-forms/library
-
GET
Get Library DataForm
/tenants/{tenant}/data-forms/library/{code}
-
GET
Get Library DataForm
/tenants/{tenant}/data-forms/library/{code}
-
PUT
Revert DataForm to Library
/tenants/{tenant}/data-forms/{code}/library-version
-
PUT
Revert DataForm to Library
/tenants/{tenant}/data-forms/{code}/library-version
-
POST
Create DataForm from Library
/tenants/{tenant}/data-forms/library/{libraryCode}/create
-
POST
Create DataForm from Library
/tenants/{tenant}/data-forms/library/{libraryCode}/create
-
POST
Send DataForm to Client
/tenants/{tenant}/data-forms/{code}/send
-
POST
Send DataForm to Client
/tenants/{tenant}/data-forms/{code}/send
-
POST
Send DataForm to Multiple Clients
/tenants/{tenant}/data-forms/{code}/send-bulk
-
POST
Send DataForm to Multiple Clients
/tenants/{tenant}/data-forms/{code}/send-bulk
-
POST
Convert Form File
/tenants/{tenant}/data-forms/convert
-
POST
Convert Form File
/tenants/{tenant}/data-forms/convert
-
POST
Create Client Preview Link
/tenants/{tenant}/data-forms/{code}/client-preview
-
POST
Create Client Preview Link
/tenants/{tenant}/data-forms/{code}/client-preview
-
GET
Preview DataForm
/tenants/{tenant}/data-forms/{code}/preview
-
GET
Preview DataForm
/tenants/{tenant}/data-forms/{code}/preview
-
GET
List Background Images
/tenants/{tenant}/designthemes/{designThemeCode}/backgroundimages
-
GET
List Background Images
/tenants/{tenant}/designthemes/{designThemeCode}/backgroundimages
-
POST
Add Background Image
/tenants/{tenant}/designthemes/{designThemeCode}/backgroundimages
-
POST
Add Background Image
/tenants/{tenant}/designthemes/{designThemeCode}/backgroundimages
-
PUT
Update Background Image
/tenants/{tenant}/designthemes/{designThemeCode}/backgroundimages/{imageCode}
-
PUT
Update Background Image
/tenants/{tenant}/designthemes/{designThemeCode}/backgroundimages/{imageCode}
-
DELETE
Delete Background Image
/tenants/{tenant}/designthemes/{designThemeCode}/backgroundimages/{imageCode}
-
DELETE
Delete Background Image
/tenants/{tenant}/designthemes/{designThemeCode}/backgroundimages/{imageCode}
-
GET
List DesignThemes
/tenants/{tenant}/designthemes
-
GET
List DesignThemes
/tenants/{tenant}/designthemes
-
POST
Create DesignTheme
/tenants/{tenant}/designthemes
-
POST
Create DesignTheme
/tenants/{tenant}/designthemes
-
GET
Get DesignTheme
/tenants/{tenant}/designthemes/{code}
-
GET
Get DesignTheme
/tenants/{tenant}/designthemes/{code}
-
GET
Get DesignTheme
/tenants/{tenant}/designthemes/{code}
-
PUT
Update DesignTheme
/tenants/{tenant}/designthemes/{code}
-
PUT
Update DesignTheme
/tenants/{tenant}/designthemes/{code}
-
PUT
Update DesignTheme
/tenants/{tenant}/designthemes/{code}
-
DELETE
Delete DesignTheme
/tenants/{tenant}/designthemes/{code}
-
DELETE
Delete DesignTheme
/tenants/{tenant}/designthemes/{code}
-
DELETE
Delete DesignTheme
/tenants/{tenant}/designthemes/{code}
-
DELETE
Delete DesignTheme
/tenants/{tenant}/designthemes/{code}
-
GET
Get Default Design Theme
/tenants/{tenant}/designthemes/default
-
GET
Get Default Design Theme
/tenants/{tenant}/designthemes/default
-
GET
Get Design Theme CSS
/tenants/{tenant}/designthemes/{code}/css
-
GET
Get Design Theme CSS
/tenants/{tenant}/designthemes/{code}/css
-
GET
Get Default Design Theme CSS
/tenants/{tenant}/designthemes/default/css
-
GET
Get Default Design Theme CSS
/tenants/{tenant}/designthemes/default/css
-
GET
List DirectDebit Payers
/tenants/{tenant}/direct-debit/payers
-
GET
List DirectDebit Payers
/tenants/{tenant}/direct-debit/payers
-
GET
List DirectDebit Mandates
/tenants/{tenant}/direct-debit/mandates
-
GET
List DirectDebit Mandates
/tenants/{tenant}/direct-debit/mandates
-
GET
Get DirectDebit Mandate
/tenants/{tenant}/direct-debit/mandates/{mandateId}
-
GET
Get DirectDebit Mandate
/tenants/{tenant}/direct-debit/mandates/{mandateId}
-
POST
Send Direct Debit Setup Email
/tenants/{tenant}/direct-debit/setup/send-email
-
POST
Send Direct Debit Setup Email
/tenants/{tenant}/direct-debit/setup/send-email
-
GET
Get Direct Debit Settings
/tenants/{tenant}/direct-debit/settings
-
GET
Get Direct Debit Settings
/tenants/{tenant}/direct-debit/settings
-
PUT
Update Direct Debit Settings
/tenants/{tenant}/direct-debit/settings
-
PUT
Update Direct Debit Settings
/tenants/{tenant}/direct-debit/settings
-
GET
List DocumentTemplates
/tenants/{tenant}/document-templates
-
GET
List DocumentTemplates
/tenants/{tenant}/document-templates
-
POST
Create DocumentTemplate
/tenants/{tenant}/document-templates
-
POST
Create DocumentTemplate
/tenants/{tenant}/document-templates
-
GET
Get DocumentTemplate
/tenants/{tenant}/document-templates/{code}
-
GET
Get DocumentTemplate
/tenants/{tenant}/document-templates/{code}
-
GET
Get DocumentTemplate
/tenants/{tenant}/document-templates/{code}
-
PUT
Update DocumentTemplate
/tenants/{tenant}/document-templates/{code}
-
PUT
Update DocumentTemplate
/tenants/{tenant}/document-templates/{code}
-
PUT
Update DocumentTemplate
/tenants/{tenant}/document-templates/{code}
-
DELETE
Delete DocumentTemplate
/tenants/{tenant}/document-templates/{code}
-
DELETE
Delete DocumentTemplate
/tenants/{tenant}/document-templates/{code}
-
DELETE
Delete DocumentTemplate
/tenants/{tenant}/document-templates/{code}
-
DELETE
Delete DocumentTemplate
/tenants/{tenant}/document-templates/{code}
-
GET
List Library DocumentTemplates
/tenants/{tenant}/document-templates/library
-
GET
List Library DocumentTemplates
/tenants/{tenant}/document-templates/library
-
GET
Get Library DocumentTemplate
/tenants/{tenant}/document-templates/library/{code}
-
GET
Get Library DocumentTemplate
/tenants/{tenant}/document-templates/library/{code}
-
PUT
Revert DocumentTemplate to Library
/tenants/{tenant}/document-templates/{code}/library-version
-
PUT
Revert DocumentTemplate to Library
/tenants/{tenant}/document-templates/{code}/library-version
-
POST
Render DocumentTemplate as PDF
/tenants/{tenant}/document-templates/{code}/render
-
POST
Render DocumentTemplate as PDF
/tenants/{tenant}/document-templates/{code}/render
-
POST
Import from Library
/tenants/{tenant}/document-templates/library/{libraryCode}/import
-
POST
Import from Library
/tenants/{tenant}/document-templates/library/{libraryCode}/import
-
GET
Get Custom Tokens
/tenants/{tenant}/document-templates/{code}/custom-tokens
-
GET
Get Custom Tokens
/tenants/{tenant}/document-templates/{code}/custom-tokens
-
POST
Validate Template Syntax
/tenants/{tenant}/document-templates/validate
-
GET
List Document Requests
/tenants/{tenant}/documentrequests
-
GET
List Document Requests
/tenants/{tenant}/documentrequests
-
GET
List DocumentCategories
/tenants/{tenant}/document-categories
-
GET
List DocumentCategories
/tenants/{tenant}/document-categories
-
POST
Create DocumentCategory
/tenants/{tenant}/document-categories
-
POST
Create DocumentCategory
/tenants/{tenant}/document-categories
-
GET
Get DocumentCategory
/tenants/{tenant}/document-categories/{code}
-
GET
Get DocumentCategory
/tenants/{tenant}/document-categories/{code}
-
GET
Get DocumentCategory
/tenants/{tenant}/document-categories/{code}
-
PUT
Update DocumentCategory
/tenants/{tenant}/document-categories/{code}
-
PUT
Update DocumentCategory
/tenants/{tenant}/document-categories/{code}
-
PUT
Update DocumentCategory
/tenants/{tenant}/document-categories/{code}
-
DELETE
Delete DocumentCategory
/tenants/{tenant}/document-categories/{code}
-
DELETE
Delete DocumentCategory
/tenants/{tenant}/document-categories/{code}
-
DELETE
Delete DocumentCategory
/tenants/{tenant}/document-categories/{code}
-
DELETE
Delete DocumentCategory
/tenants/{tenant}/document-categories/{code}
-
GET
List Email Broadcasts
/tenants/{tenant}/email-broadcasts
-
GET
List Email Broadcasts
/tenants/{tenant}/email-broadcasts
-
POST
Create Email Broadcast
/tenants/{tenant}/email-broadcasts
-
POST
Create Email Broadcast
/tenants/{tenant}/email-broadcasts
-
POST
Summarise Broadcast Audience
/tenants/{tenant}/email-broadcasts/audience-summary
-
POST
Summarise Broadcast Audience
/tenants/{tenant}/email-broadcasts/audience-summary
-
GET
Get Email Broadcast
/tenants/{tenant}/email-broadcasts/{code}
-
GET
Get Email Broadcast
/tenants/{tenant}/email-broadcasts/{code}
-
PUT
Update Email Broadcast
/tenants/{tenant}/email-broadcasts/{code}
-
PUT
Update Email Broadcast
/tenants/{tenant}/email-broadcasts/{code}
-
DELETE
Delete Email Broadcast
/tenants/{tenant}/email-broadcasts/{code}
-
DELETE
Delete Email Broadcast
/tenants/{tenant}/email-broadcasts/{code}
-
GET
List Broadcast Recipients
/tenants/{tenant}/email-broadcasts/{code}/recipients
-
GET
List Broadcast Recipients
/tenants/{tenant}/email-broadcasts/{code}/recipients
-
GET
Preview Broadcast Email
/tenants/{tenant}/email-broadcasts/{code}/preview/{clientCode}
-
GET
Preview Broadcast Email
/tenants/{tenant}/email-broadcasts/{code}/preview/{clientCode}
-
POST
Send Test Email
/tenants/{tenant}/email-broadcasts/{code}/test
-
POST
Send Test Email
/tenants/{tenant}/email-broadcasts/{code}/test
-
POST
Send Email Broadcast
/tenants/{tenant}/email-broadcasts/{code}/send
-
POST
Send Email Broadcast
/tenants/{tenant}/email-broadcasts/{code}/send
-
POST
Revert Broadcast to Draft
/tenants/{tenant}/email-broadcasts/{code}/revert-to-draft
-
POST
Revert Broadcast to Draft
/tenants/{tenant}/email-broadcasts/{code}/revert-to-draft
-
POST
Cancel Email Broadcast
/tenants/{tenant}/email-broadcasts/{code}/cancel
-
POST
Cancel Email Broadcast
/tenants/{tenant}/email-broadcasts/{code}/cancel
-
GET
List Email Configs
/tenants/{tenant}/email-configs
-
GET
List Email Configs
/tenants/{tenant}/email-configs
-
POST
Create Email Config
/tenants/{tenant}/email-configs
-
POST
Create Email Config
/tenants/{tenant}/email-configs
-
GET
Get Email Config
/tenants/{tenant}/email-configs/{code}
-
GET
Get Email Config
/tenants/{tenant}/email-configs/{code}
-
PUT
Update Email Config
/tenants/{tenant}/email-configs/{code}
-
PUT
Update Email Config
/tenants/{tenant}/email-configs/{code}
-
DELETE
Delete Email Config
/tenants/{tenant}/email-configs/{code}
-
DELETE
Delete Email Config
/tenants/{tenant}/email-configs/{code}
-
POST
Test Email Config
/tenants/{tenant}/email-configs/{code}/test
-
POST
Test Email Config
/tenants/{tenant}/email-configs/{code}/test
-
POST
Reconnect OAuth email configuration
/tenants/{tenant}/email-configs/{code}/reconnect
-
POST
Reconnect OAuth email configuration
/tenants/{tenant}/email-configs/{code}/reconnect
-
PUT
Update Personal Signature
/tenants/{tenant}/email-configs/{code}/personal-signature
-
PUT
Update New Mail Alert
/tenants/{tenant}/email-configs/{code}/new-mail-alert
-
GET
List Share Rules
/tenants/{tenant}/email-configs/{code}/share-rules
-
GET
List Share Rules
/tenants/{tenant}/email-configs/{code}/share-rules
-
POST
Add Share Rule
/tenants/{tenant}/email-configs/{code}/share-rules
-
POST
Add Share Rule
/tenants/{tenant}/email-configs/{code}/share-rules
-
DELETE
Delete Share Rule
/tenants/{tenant}/email-configs/{code}/share-rules/{ruleId}
-
DELETE
Delete Share Rule
/tenants/{tenant}/email-configs/{code}/share-rules/{ruleId}
-
GET
List Email History
/tenants/{tenant}/email-history
-
GET
List Email History
/tenants/{tenant}/email-history
-
GET
Get Email Details
/tenants/{tenant}/email-history/{emailId}
-
GET
Get Email Details
/tenants/{tenant}/email-history/{emailId}
-
GET
List Folders
/tenants/{tenant}/mailbox/folders
-
GET
List Folders
/tenants/{tenant}/mailbox/folders
-
GET
List Conversations
/tenants/{tenant}/mailbox/conversations
-
GET
List Conversations
/tenants/{tenant}/mailbox/conversations
-
GET
List Messages
/tenants/{tenant}/mailbox/messages
-
GET
List Messages
/tenants/{tenant}/mailbox/messages
-
POST
Send Email
/tenants/{tenant}/mailbox/send
-
POST
Send Email
/tenants/{tenant}/mailbox/send
-
GET
Get Conversation
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}
-
GET
Get Conversation
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}
-
GET
Get Message
/tenants/{tenant}/email-configs/{code}/messages/{messageId}
-
GET
Get Message
/tenants/{tenant}/email-configs/{code}/messages/{messageId}
-
POST
Send new email
/tenants/{tenant}/email-configs/{code}/messages
-
POST
Send new email
/tenants/{tenant}/email-configs/{code}/messages
-
PATCH
Mark messages as read or unread
/tenants/{tenant}/email-configs/{code}/messages
-
PATCH
Mark messages as read or unread
/tenants/{tenant}/email-configs/{code}/messages
-
POST
Reply to Message
/tenants/{tenant}/email-configs/{code}/messages/{messageId}/reply
-
POST
Reply to Message
/tenants/{tenant}/email-configs/{code}/messages/{messageId}/reply
-
POST
Create Draft
/tenants/{tenant}/email-configs/{code}/drafts
-
POST
Create Draft
/tenants/{tenant}/email-configs/{code}/drafts
-
PATCH
Update Draft
/tenants/{tenant}/email-configs/{code}/drafts/{messageId}
-
PATCH
Update Draft
/tenants/{tenant}/email-configs/{code}/drafts/{messageId}
-
DELETE
Discard Draft
/tenants/{tenant}/email-configs/{code}/drafts/{messageId}
-
DELETE
Discard Draft
/tenants/{tenant}/email-configs/{code}/drafts/{messageId}
-
POST
Send Draft
/tenants/{tenant}/email-configs/{code}/drafts/{messageId}/send
-
POST
Send Draft
/tenants/{tenant}/email-configs/{code}/drafts/{messageId}/send
-
GET
Get Attachment
/tenants/{tenant}/email-configs/{code}/messages/{messageId}/attachments/{attachmentId}
-
GET
Get Attachment
/tenants/{tenant}/email-configs/{code}/messages/{messageId}/attachments/{attachmentId}
-
POST
Move Conversation
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/move
-
POST
Move Conversation
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/move
-
POST
Link Task to Conversation
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/tasks
-
POST
Link Task to Conversation
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/tasks
-
DELETE
Unlink Task from Conversation
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/tasks/{taskCode}
-
DELETE
Unlink Task from Conversation
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/tasks/{taskCode}
-
POST
Link Client to Conversation
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/clients
-
POST
Link Client to Conversation
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/clients
-
DELETE
Remove Conversation from Client
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/clients/{clientCode}
-
DELETE
Remove Conversation from Client
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/clients/{clientCode}
-
POST
Trigger Mailbox Sync
/tenants/{tenant}/email-configs/{code}/sync
-
POST
Trigger Mailbox Sync
/tenants/{tenant}/email-configs/{code}/sync
-
GET
Get email settings
/tenants/{tenant}/email-settings
-
GET
Get email settings
/tenants/{tenant}/email-settings
-
PUT
Update email settings
/tenants/{tenant}/email-settings
-
PUT
Update email settings
/tenants/{tenant}/email-settings
-
GET
List EmailTriageStatuss
/tenants/{tenant}/email-triage-statuses
-
POST
Create EmailTriageStatus
/tenants/{tenant}/email-triage-statuses
-
POST
Create EmailTriageStatus
/tenants/{tenant}/email-triage-statuses
-
PATCH
Reorder Email Triage Statuses
/tenants/{tenant}/email-triage-statuses
-
PATCH
Reorder Email Triage Statuses
/tenants/{tenant}/email-triage-statuses
-
GET
Get EmailTriageStatus
/tenants/{tenant}/email-triage-statuses/{code}
-
GET
Get EmailTriageStatus
/tenants/{tenant}/email-triage-statuses/{code}
-
PUT
Update EmailTriageStatus
/tenants/{tenant}/email-triage-statuses/{code}
-
PUT
Update EmailTriageStatus
/tenants/{tenant}/email-triage-statuses/{code}
-
PUT
Update EmailTriageStatus
/tenants/{tenant}/email-triage-statuses/{code}
-
DELETE
Delete EmailTriageStatus
/tenants/{tenant}/email-triage-statuses/{code}
-
DELETE
Delete EmailTriageStatus
/tenants/{tenant}/email-triage-statuses/{code}
-
DELETE
Delete EmailTriageStatus
/tenants/{tenant}/email-triage-statuses/{code}
-
DELETE
Delete EmailTriageStatus
/tenants/{tenant}/email-triage-statuses/{code}
-
GET
List EmailTriageHeaderWidgets
/tenants/{tenant}/email-triage-header-widgets
-
GET
List EmailTriageHeaderWidgets
/tenants/{tenant}/email-triage-header-widgets
-
POST
Create EmailTriageHeaderWidget
/tenants/{tenant}/email-triage-header-widgets
-
POST
Create EmailTriageHeaderWidget
/tenants/{tenant}/email-triage-header-widgets
-
PATCH
Reorder Email Triage Header Widgets
/tenants/{tenant}/email-triage-header-widgets
-
PATCH
Reorder Email Triage Header Widgets
/tenants/{tenant}/email-triage-header-widgets
-
GET
Get EmailTriageHeaderWidget
/tenants/{tenant}/email-triage-header-widgets/{code}
-
GET
Get EmailTriageHeaderWidget
/tenants/{tenant}/email-triage-header-widgets/{code}
-
GET
Get EmailTriageHeaderWidget
/tenants/{tenant}/email-triage-header-widgets/{code}
-
PUT
Update EmailTriageHeaderWidget
/tenants/{tenant}/email-triage-header-widgets/{code}
-
PUT
Update EmailTriageHeaderWidget
/tenants/{tenant}/email-triage-header-widgets/{code}
-
PUT
Update EmailTriageHeaderWidget
/tenants/{tenant}/email-triage-header-widgets/{code}
-
DELETE
Delete EmailTriageHeaderWidget
/tenants/{tenant}/email-triage-header-widgets/{code}
-
DELETE
Delete EmailTriageHeaderWidget
/tenants/{tenant}/email-triage-header-widgets/{code}
-
DELETE
Delete EmailTriageHeaderWidget
/tenants/{tenant}/email-triage-header-widgets/{code}
-
DELETE
Delete EmailTriageHeaderWidget
/tenants/{tenant}/email-triage-header-widgets/{code}
-
GET
List NotClientEmailRules
/tenants/{tenant}/not-client-email-rules
-
GET
List NotClientEmailRules
/tenants/{tenant}/not-client-email-rules
-
POST
Create NotClientEmailRule
/tenants/{tenant}/not-client-email-rules
-
POST
Create NotClientEmailRule
/tenants/{tenant}/not-client-email-rules
-
GET
Get NotClientEmailRule
/tenants/{tenant}/not-client-email-rules/{code}
-
GET
Get NotClientEmailRule
/tenants/{tenant}/not-client-email-rules/{code}
-
GET
Get NotClientEmailRule
/tenants/{tenant}/not-client-email-rules/{code}
-
DELETE
Delete NotClientEmailRule
/tenants/{tenant}/not-client-email-rules/{code}
-
DELETE
Delete NotClientEmailRule
/tenants/{tenant}/not-client-email-rules/{code}
-
DELETE
Delete NotClientEmailRule
/tenants/{tenant}/not-client-email-rules/{code}
-
DELETE
Delete NotClientEmailRule
/tenants/{tenant}/not-client-email-rules/{code}
-
POST
Classify Email Addresses
/tenants/{tenant}/email-address-classification
-
POST
Classify Email Addresses
/tenants/{tenant}/email-address-classification
-
PUT
Update Triage Settings
/tenants/{tenant}/email-configs/{code}/triage-settings
-
GET
List Triage Users
/tenants/{tenant}/email-configs/{code}/triage/users
-
GET
List Triage Assignees
/tenants/{tenant}/email-configs/{code}/triage/assignees
-
GET
Get Conversation Triage
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/triage
-
PUT
Update Conversation Triage
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/triage
-
GET
List Conversation Comments
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/comments
-
POST
Add Conversation Comment
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/comments
-
PUT
Update Conversation Comment
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/comments/{commentCode}
-
DELETE
Delete Conversation Comment
/tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/comments/{commentCode}
-
GET
Get Triage Counts
/tenants/{tenant}/mailbox/triage-counts
-
GET
Get Triage Counts
/tenants/{tenant}/mailbox/triage-counts
-
GET
Get Triage Breakdown
/tenants/{tenant}/mailbox/triage-breakdown
-
GET
Get Triage Breakdown
/tenants/{tenant}/mailbox/triage-breakdown
-
GET
Get engagement settings
/tenants/{tenant}/practice/engagement-settings
-
GET
Get engagement settings
/tenants/{tenant}/practice/engagement-settings
-
PUT
Update engagement settings
/tenants/{tenant}/practice/engagement-settings
-
PUT
Update engagement settings
/tenants/{tenant}/practice/engagement-settings
-
GET
List Engagements
/tenants/{tenant}/engagements
-
GET
List Engagements
/tenants/{tenant}/engagements
-
POST
Create Engagement
/tenants/{tenant}/engagements
-
POST
Create Engagement
/tenants/{tenant}/engagements
-
GET
Get Engagement
/tenants/{tenant}/engagements/{code}
-
GET
Get Engagement
/tenants/{tenant}/engagements/{code}
-
GET
Get Engagement
/tenants/{tenant}/engagements/{code}
-
PUT
Update Engagement
/tenants/{tenant}/engagements/{code}
-
PUT
Update Engagement
/tenants/{tenant}/engagements/{code}
-
PUT
Update Engagement
/tenants/{tenant}/engagements/{code}
-
DELETE
Delete Engagement
/tenants/{tenant}/engagements/{code}
-
DELETE
Delete Engagement
/tenants/{tenant}/engagements/{code}
-
DELETE
Delete Engagement
/tenants/{tenant}/engagements/{code}
-
DELETE
Delete Engagement
/tenants/{tenant}/engagements/{code}
-
GET
Get Engagement Summary
/tenants/{tenant}/engagements/summary
-
GET
Get Engagement Summary
/tenants/{tenant}/engagements/summary
-
POST
Email Engagement
/tenants/{tenant}/engagements/{code}/email
-
POST
Email Engagement
/tenants/{tenant}/engagements/{code}/email
-
GET
Get Engagement Emails
/tenants/{tenant}/engagements/{code}/email
-
GET
Get Engagement Emails
/tenants/{tenant}/engagements/{code}/email
-
POST
Upload proposal PDF
/tenants/{tenant}/engagements/{code}/pdf/proposal
-
POST
Upload proposal PDF
/tenants/{tenant}/engagements/{code}/pdf/proposal
-
GET
Download proposal PDF
/tenants/{tenant}/engagements/{code}/pdf/proposal
-
GET
Download proposal PDF
/tenants/{tenant}/engagements/{code}/pdf/proposal
-
POST
Upload letter of engagement PDF
/tenants/{tenant}/engagements/{code}/pdf/letter-of-engagement
-
POST
Upload letter of engagement PDF
/tenants/{tenant}/engagements/{code}/pdf/letter-of-engagement
-
GET
Download letter of engagement PDF
/tenants/{tenant}/engagements/{code}/pdf/letter-of-engagement
-
GET
Download letter of engagement PDF
/tenants/{tenant}/engagements/{code}/pdf/letter-of-engagement
-
GET
List External Proposals
/tenants/{tenant}/external-proposals
-
GET
List External Proposals
/tenants/{tenant}/external-proposals
-
GET
Get External Proposal
/tenants/{tenant}/external-proposals/{proposalId}
-
GET
Get External Proposal
/tenants/{tenant}/external-proposals/{proposalId}
-
PUT
Map External Service
/tenants/{tenant}/external-proposals/service-mapping
-
PUT
Map External Service
/tenants/{tenant}/external-proposals/service-mapping
-
POST
Activate Proposed Services
/tenants/{tenant}/external-proposals/activate-services/{clientCode}
-
POST
Activate Proposed Services
/tenants/{tenant}/external-proposals/activate-services/{clientCode}
-
GET
Get Filing Credit Balance
/tenants/{tenant}/filing-credits/balance
-
GET
Get Filing Credits
/tenants/{tenant}/filing-credits
-
GET
List Filing Credit Purchases
/tenants/{tenant}/filing-credits/purchases
-
POST
Purchase Filing Credits
/tenants/{tenant}/filing-credits/purchases
-
PUT
Update Filing Credit Settings
/tenants/{tenant}/filing-credits/settings
-
GET
List HmrcAgentCredentials
/tenants/{tenant}/hmrc-credentials
-
GET
List HmrcAgentCredentials
/tenants/{tenant}/hmrc-credentials
-
POST
Create HmrcAgentCredential
/tenants/{tenant}/hmrc-credentials
-
POST
Create HmrcAgentCredential
/tenants/{tenant}/hmrc-credentials
-
GET
Get HmrcAgentCredential
/tenants/{tenant}/hmrc-credentials/{code}
-
GET
Get HmrcAgentCredential
/tenants/{tenant}/hmrc-credentials/{code}
-
GET
Get HmrcAgentCredential
/tenants/{tenant}/hmrc-credentials/{code}
-
PUT
Update HmrcAgentCredential
/tenants/{tenant}/hmrc-credentials/{code}
-
PUT
Update HmrcAgentCredential
/tenants/{tenant}/hmrc-credentials/{code}
-
PUT
Update HmrcAgentCredential
/tenants/{tenant}/hmrc-credentials/{code}
-
DELETE
Delete HmrcAgentCredential
/tenants/{tenant}/hmrc-credentials/{code}
-
DELETE
Delete HmrcAgentCredential
/tenants/{tenant}/hmrc-credentials/{code}
-
DELETE
Delete HmrcAgentCredential
/tenants/{tenant}/hmrc-credentials/{code}
-
DELETE
Delete HmrcAgentCredential
/tenants/{tenant}/hmrc-credentials/{code}
-
GET
List HMRC Agent Credential Options
/tenants/{tenant}/hmrc-credentials/options
-
GET
List HMRC Agent Credential Options
/tenants/{tenant}/hmrc-credentials/options
-
POST
Make HMRC Agent Credential Default
/tenants/{tenant}/hmrc-credentials/{code}/make-default
-
POST
Make HMRC Agent Credential Default
/tenants/{tenant}/hmrc-credentials/{code}/make-default
-
GET
Get HMRC Connection Status
/tenants/{tenant}/hmrc/connection
-
GET
Get HMRC Connection Status
/tenants/{tenant}/hmrc/connection
-
POST
Connect to HMRC
/tenants/{tenant}/hmrc/connection
-
POST
Connect to HMRC
/tenants/{tenant}/hmrc/connection
-
DELETE
Disconnect from HMRC
/tenants/{tenant}/hmrc/connection
-
DELETE
Disconnect from HMRC
/tenants/{tenant}/hmrc/connection
-
GET
List days
/tenants/{tenant}/holidays
-
GET
List days
/tenants/{tenant}/holidays
-
POST
Create TenantHoliday
/tenants/{tenant}/holidays
-
POST
Create TenantHoliday
/tenants/{tenant}/holidays
-
GET
Get TenantHoliday
/tenants/{tenant}/holidays/{code}
-
GET
Get TenantHoliday
/tenants/{tenant}/holidays/{code}
-
GET
Get TenantHoliday
/tenants/{tenant}/holidays/{code}
-
PUT
Update TenantHoliday
/tenants/{tenant}/holidays/{code}
-
PUT
Update TenantHoliday
/tenants/{tenant}/holidays/{code}
-
PUT
Update TenantHoliday
/tenants/{tenant}/holidays/{code}
-
DELETE
Delete TenantHoliday
/tenants/{tenant}/holidays/{code}
-
DELETE
Delete TenantHoliday
/tenants/{tenant}/holidays/{code}
-
DELETE
Delete TenantHoliday
/tenants/{tenant}/holidays/{code}
-
DELETE
Delete TenantHoliday
/tenants/{tenant}/holidays/{code}
-
GET
Get Import Job Status
/tenants/{tenant}/import-jobs/{code}
-
GET
Get Import Job Clients
/tenants/{tenant}/import-jobs/{code}/clients
-
GET
List Import Jobs
/tenants/{tenant}/import-jobs
-
GET
List Customers
/tenants/{tenant}/accounting/customers
-
GET
List Customers
/tenants/{tenant}/accounting/customers
-
GET
List Customers
/tenants/{tenant}/accounting/customers
-
POST
Create Customer
/tenants/{tenant}/accounting/customers
-
POST
Create Customer
/tenants/{tenant}/accounting/customers
-
POST
Create Customer
/tenants/{tenant}/accounting/customers
-
GET
Get Customer
/tenants/{tenant}/accounting/customers/{customerId}
-
GET
Get Customer
/tenants/{tenant}/accounting/customers/{customerId}
-
GET
Get Customer
/tenants/{tenant}/accounting/customers/{customerId}
-
GET
Get Invoices for Customer
/tenants/{tenant}/accounting/customers/{customerId}/invoices
-
GET
Get Invoices for Customer
/tenants/{tenant}/accounting/customers/{customerId}/invoices
-
GET
Get Invoices for Customer
/tenants/{tenant}/accounting/customers/{customerId}/invoices
-
GET
Download Invoice PDF
/tenants/{tenant}/accounting/invoices/{invoiceId}/pdf
-
GET
Download Invoice PDF
/tenants/{tenant}/accounting/invoices/{invoiceId}/pdf
-
GET
List Nominal Codes
/tenants/{tenant}/accounting/nominalcodes
-
GET
List Nominal Codes
/tenants/{tenant}/accounting/nominalcodes
-
GET
List AML Clients
/tenants/{tenant}/aml/clients
-
POST
Create AML Client
/tenants/{tenant}/aml/clients
-
GET
Get AML Client
/tenants/{tenant}/aml/clients/{clientId}
-
GET
Get AML Risk Assessments
/tenants/{tenant}/aml/clients/{clientId}/risk-assessments
-
POST
Start AML Risk Assessment
/tenants/{tenant}/aml/clients/{clientId}/risk-assessments
-
GET
List AML Risk Assessment Templates
/tenants/{tenant}/aml/risk-assessment-templates
-
POST
Add AML Contact
/tenants/{tenant}/aml/clients/{clientId}/contacts
-
GET
Get AML Contact
/tenants/{tenant}/aml/clients/{clientId}/contacts/{contactId}
-
PUT
Update AML Contact
/tenants/{tenant}/aml/clients/{clientId}/contacts/{contactId}
-
GET
List AML Onboarding Levels
/tenants/{tenant}/aml/onboarding-levels
-
GET
List AML Mail Templates
/tenants/{tenant}/aml/mail-templates
-
PUT
Create Onboarding Report
/tenants/{tenant}/aml/clients/{clientId}/contacts/{contactId}/onboarding-report
-
DELETE
Cancel Onboarding Report
/tenants/{tenant}/aml/clients/{clientId}/contacts/{contactId}/onboarding-report
-
GET
Get Onboarding URL
/tenants/{tenant}/aml/clients/{clientId}/contacts/{contactId}/onboarding-url
-
GET
Get Figure Mapping
/tenants/{tenant}/mtd/figure-mappings/{incomeSourceType}
-
GET
Get Figure Mapping
/tenants/{tenant}/mtd/figure-mappings/{incomeSourceType}
-
PUT
Save Figure Mapping
/tenants/{tenant}/mtd/figure-mappings/{incomeSourceType}
-
PUT
Save Figure Mapping
/tenants/{tenant}/mtd/figure-mappings/{incomeSourceType}
-
GET
List Authorisations To Verify
/tenants/{tenant}/mtd/verification
-
GET
List Authorisations To Verify
/tenants/{tenant}/mtd/verification
-
POST
Check All Authorisations With HMRC
/tenants/{tenant}/mtd/verification/run
-
POST
Check All Authorisations With HMRC
/tenants/{tenant}/mtd/verification/run
-
GET
List PracticeDocuments
/tenants/{tenant}/practice-documents
-
GET
List PracticeDocuments
/tenants/{tenant}/practice-documents
-
POST
Create Practice Document
/tenants/{tenant}/practice-documents
-
POST
Create Practice Document
/tenants/{tenant}/practice-documents
-
GET
Get PracticeDocument
/tenants/{tenant}/practice-documents/{code}
-
GET
Get PracticeDocument
/tenants/{tenant}/practice-documents/{code}
-
GET
Get PracticeDocument
/tenants/{tenant}/practice-documents/{code}
-
PUT
Update PracticeDocument
/tenants/{tenant}/practice-documents/{code}
-
PUT
Update PracticeDocument
/tenants/{tenant}/practice-documents/{code}
-
PUT
Update PracticeDocument
/tenants/{tenant}/practice-documents/{code}
-
DELETE
Delete PracticeDocument
/tenants/{tenant}/practice-documents/{code}
-
DELETE
Delete PracticeDocument
/tenants/{tenant}/practice-documents/{code}
-
GET
Streams practice document content with ETag caching and the original file name.
A matching If-None-Match returns 304 without touching blob storage.
/tenants/{tenant}/practice-documents/{code}/content
-
GET
Streams practice document content with ETag caching and the original file name.
A matching If-None-Match returns 304 without touching blob storage.
/tenants/{tenant}/practice-documents/{code}/content
-
GET
List ImageAssets
/tenants/{tenant}/media-library/images
-
GET
List ImageAssets
/tenants/{tenant}/media-library/images
-
POST
Create ImageAsset
/tenants/{tenant}/media-library/images
-
POST
Create ImageAsset
/tenants/{tenant}/media-library/images
-
GET
Get ImageAsset
/tenants/{tenant}/media-library/images/{code}
-
GET
Get ImageAsset
/tenants/{tenant}/media-library/images/{code}
-
GET
Get ImageAsset
/tenants/{tenant}/media-library/images/{code}
-
PUT
Update ImageAsset
/tenants/{tenant}/media-library/images/{code}
-
PUT
Update ImageAsset
/tenants/{tenant}/media-library/images/{code}
-
PUT
Update ImageAsset
/tenants/{tenant}/media-library/images/{code}
-
DELETE
Delete ImageAsset
/tenants/{tenant}/media-library/images/{code}
-
DELETE
Delete ImageAsset
/tenants/{tenant}/media-library/images/{code}
-
DELETE
Delete ImageAsset
/tenants/{tenant}/media-library/images/{code}
-
DELETE
Delete ImageAsset
/tenants/{tenant}/media-library/images/{code}
-
GET
Streams image content with ETag caching.
A matching If-None-Match returns 304 without touching blob storage.
/tenants/{tenant}/media-library/images/{code}/content
-
GET
Streams image content with ETag caching.
A matching If-None-Match returns 304 without touching blob storage.
/tenants/{tenant}/media-library/images/{code}/content
-
GET
List Unmatched Meeting Notes
/tenants/{tenant}/external-meeting-notes
-
GET
List Unmatched Meeting Notes
/tenants/{tenant}/external-meeting-notes
-
GET
Get Unmatched Meeting Note
/tenants/{tenant}/external-meeting-notes/{code}
-
GET
Get Unmatched Meeting Note
/tenants/{tenant}/external-meeting-notes/{code}
-
POST
File Meeting Note
/tenants/{tenant}/external-meeting-notes/{code}/file
-
POST
File Meeting Note
/tenants/{tenant}/external-meeting-notes/{code}/file
-
POST
Ignore Meeting Note
/tenants/{tenant}/external-meeting-notes/{code}/ignore
-
POST
Ignore Meeting Note
/tenants/{tenant}/external-meeting-notes/{code}/ignore
-
POST
Un-ignore Meeting Note
/tenants/{tenant}/external-meeting-notes/{code}/unignore
-
POST
Un-ignore Meeting Note
/tenants/{tenant}/external-meeting-notes/{code}/unignore
-
GET
List Contact Messages
/tenants/{tenant}/contacts/{contact}/messages
-
GET
List Contact Messages
/tenants/{tenant}/contacts/{contact}/messages
-
GET
List Client Messages
/tenants/{tenant}/clients/{client}/messages
-
GET
List Client Messages
/tenants/{tenant}/clients/{client}/messages
-
POST
Send Client Message
/tenants/{tenant}/clients/{client}/messages
-
POST
Send Client Message
/tenants/{tenant}/clients/{client}/messages
-
POST
Mark Client Messaging Read
/tenants/{tenant}/clients/{client}/messaging/read
-
POST
Mark Client Messaging Read
/tenants/{tenant}/clients/{client}/messaging/read
-
GET
List Client Messaging Recipients
/tenants/{tenant}/clients/{client}/messaging/recipients
-
GET
List Client Messaging Recipients
/tenants/{tenant}/clients/{client}/messaging/recipients
-
GET
Get Practice Messaging
/tenants/{tenant}/practice/messaging
-
GET
Get Practice Messaging
/tenants/{tenant}/practice/messaging
-
POST
Enable Messaging
/tenants/{tenant}/practice/messaging
-
POST
Enable Messaging
/tenants/{tenant}/practice/messaging
-
GET
Get Messaging Prices
/tenants/{tenant}/practice/messaging/prices
-
GET
Get Messaging Prices
/tenants/{tenant}/practice/messaging/prices
-
GET
List Available Messaging Numbers
/tenants/{tenant}/practice/messaging/available-numbers
-
GET
List Available Messaging Numbers
/tenants/{tenant}/practice/messaging/available-numbers
-
GET
Get Messaging Number Application
/tenants/{tenant}/practice/messaging/number-application
-
GET
Get Messaging Number Application
/tenants/{tenant}/practice/messaging/number-application
-
POST
Apply For Messaging Number
/tenants/{tenant}/practice/messaging/number-application
-
POST
Apply For Messaging Number
/tenants/{tenant}/practice/messaging/number-application
-
POST
Withdraw Messaging Number Application
/tenants/{tenant}/practice/messaging/number-application/withdraw
-
POST
Withdraw Messaging Number Application
/tenants/{tenant}/practice/messaging/number-application/withdraw
-
POST
Reuse Messaging Number Application
/tenants/{tenant}/practice/messaging/number-application/reuse
-
POST
Reuse Messaging Number Application
/tenants/{tenant}/practice/messaging/number-application/reuse
-
POST
Cancel Messaging Number
/tenants/{tenant}/practice/messaging/number/cancel
-
POST
Cancel Messaging Number
/tenants/{tenant}/practice/messaging/number/cancel
-
GET
Get Messaging Credits
/tenants/{tenant}/practice/messaging/credits
-
GET
Get Messaging Credits
/tenants/{tenant}/practice/messaging/credits
-
GET
List Messaging Credit Purchases
/tenants/{tenant}/practice/messaging/credits/purchases
-
GET
List Messaging Credit Purchases
/tenants/{tenant}/practice/messaging/credits/purchases
-
POST
Purchase Messaging Credits
/tenants/{tenant}/practice/messaging/credits/purchases
-
POST
Purchase Messaging Credits
/tenants/{tenant}/practice/messaging/credits/purchases
-
PUT
Update Messaging Credit Settings
/tenants/{tenant}/practice/messaging/credits/settings
-
PUT
Update Messaging Credit Settings
/tenants/{tenant}/practice/messaging/credits/settings
-
GET
Get WhatsApp Embedded Signup
/tenants/{tenant}/practice/messaging/whatsapp/embedded-signup
-
GET
Get WhatsApp Embedded Signup
/tenants/{tenant}/practice/messaging/whatsapp/embedded-signup
-
POST
Connect WhatsApp
/tenants/{tenant}/practice/messaging/whatsapp
-
POST
Connect WhatsApp
/tenants/{tenant}/practice/messaging/whatsapp
-
DELETE
Disconnect WhatsApp
/tenants/{tenant}/practice/messaging/whatsapp
-
DELETE
Disconnect WhatsApp
/tenants/{tenant}/practice/messaging/whatsapp
-
GET
List Messaging Conversations
/tenants/{tenant}/messaging/conversations
-
GET
Get Messaging Conversation
/tenants/{tenant}/messaging/conversations/{code}
-
GET
Get Messaging Conversation
/tenants/{tenant}/messaging/conversations/{code}
-
POST
Mark Messaging Conversation Read
/tenants/{tenant}/messaging/conversations/{code}/read
-
POST
Mark Messaging Conversation Read
/tenants/{tenant}/messaging/conversations/{code}/read
-
POST
Send Messaging Conversation Message
/tenants/{tenant}/messaging/conversations/{code}/messages
-
POST
Send Messaging Conversation Message
/tenants/{tenant}/messaging/conversations/{code}/messages
-
POST
Retry Messaging Message
/tenants/{tenant}/messaging/messages/{messageId}/retry
-
POST
Retry Messaging Message
/tenants/{tenant}/messaging/messages/{messageId}/retry
-
GET
Get Messaging Message Media
/tenants/{tenant}/messaging/messages/{messageId}/media/{index}
-
GET
Get Messaging Message Media
/tenants/{tenant}/messaging/messages/{messageId}/media/{index}
-
GET
List Messaging WhatsApp Templates
/tenants/{tenant}/messaging/whatsapp-templates
-
GET
List Messaging WhatsApp Templates
/tenants/{tenant}/messaging/whatsapp-templates
-
POST
Create Messaging WhatsApp Template
/tenants/{tenant}/messaging/whatsapp-templates
-
POST
Create Messaging WhatsApp Template
/tenants/{tenant}/messaging/whatsapp-templates
-
POST
Replace Messaging WhatsApp Template
/tenants/{tenant}/messaging/whatsapp-templates/{sid}/replace
-
POST
Replace Messaging WhatsApp Template
/tenants/{tenant}/messaging/whatsapp-templates/{sid}/replace
-
DELETE
Delete Messaging WhatsApp Template
/tenants/{tenant}/messaging/whatsapp-templates/{sid}
-
DELETE
Delete Messaging WhatsApp Template
/tenants/{tenant}/messaging/whatsapp-templates/{sid}
-
PUT
Match Messaging Conversation
/tenants/{tenant}/messaging/conversations/{code}/match
-
DELETE
Unmatch Messaging Conversation
/tenants/{tenant}/messaging/conversations/{code}/match
-
POST
Dismiss Messaging Conversation
/tenants/{tenant}/messaging/conversations/{code}/dismiss
-
DELETE
Undismiss Messaging Conversation
/tenants/{tenant}/messaging/conversations/{code}/dismiss
-
GET
List MessagingTemplates
/tenants/{tenant}/messaging/templates
-
GET
List MessagingTemplates
/tenants/{tenant}/messaging/templates
-
POST
Create MessagingTemplate
/tenants/{tenant}/messaging/templates
-
POST
Create MessagingTemplate
/tenants/{tenant}/messaging/templates
-
GET
Get MessagingTemplate
/tenants/{tenant}/messaging/templates/{code}
-
GET
Get MessagingTemplate
/tenants/{tenant}/messaging/templates/{code}
-
GET
Get MessagingTemplate
/tenants/{tenant}/messaging/templates/{code}
-
PUT
Update MessagingTemplate
/tenants/{tenant}/messaging/templates/{code}
-
PUT
Update MessagingTemplate
/tenants/{tenant}/messaging/templates/{code}
-
PUT
Update MessagingTemplate
/tenants/{tenant}/messaging/templates/{code}
-
DELETE
Delete MessagingTemplate
/tenants/{tenant}/messaging/templates/{code}
-
DELETE
Delete MessagingTemplate
/tenants/{tenant}/messaging/templates/{code}
-
DELETE
Delete MessagingTemplate
/tenants/{tenant}/messaging/templates/{code}
-
DELETE
Delete MessagingTemplate
/tenants/{tenant}/messaging/templates/{code}
-
POST
Render Messaging Template
/tenants/{tenant}/messaging/templates/{code}/render
-
POST
Render Messaging Template
/tenants/{tenant}/messaging/templates/{code}/render
-
GET
AccountingConnectionType
/metadata/accounting-connection-types
-
GET
AgentAuthorisationStatus
/metadata/agent-authorisation-statuses
-
GET
AgentAuthorisationType
/metadata/agent-authorisation-types
-
GET
AmlContactStatus
/metadata/aml-contact-statuses
-
GET
AmlRiskAssessmentStatus
/metadata/aml-risk-assessment-statuses
-
GET
AmlRiskLevel
/metadata/aml-risk-levels
-
GET
AmlStatus
/metadata/aml-statuses
-
GET
AiActivity
/metadata/ai-activities
-
GET
AiContext
/metadata/ai-contexts
-
GET
AssignmentType
/metadata/assignment-types
-
GET
AuthenticationType
/metadata/authentication-types
-
GET
BillingFrequency
/metadata/billing-frequencies
-
GET
BillingScheduleDisplayStatus
/metadata/billing-schedule-display-statuses
-
GET
BillingScheduleItemKind
/metadata/billing-schedule-item-kinds
-
GET
BillingTiming
/metadata/billing-timings
-
GET
SetupFeeBillingMoment
/metadata/setup-fee-billing-moments
-
GET
CisPaymentsCollectedBy
/metadata/cis-payments-collected-by
-
GET
CisUnmatchedSubcontractorAction
/metadata/cis-unmatched-subcontractor-actions
-
GET
TaxMonthChoice
/metadata/tax-month-choices
-
GET
ClientBillingLineItemStatus
/metadata/client-billing-line-item-statuses
-
GET
ClientInvoiceSubmissionStatus
/metadata/client-invoice-submission-statuses
-
GET
ClientAssociationType
/metadata/client-association-types
-
GET
ClientContactType
/metadata/client-contact-types
-
GET
ClientDateSourceType
/metadata/client-date-source-types
-
GET
ClientDateType
/metadata/client-date-types
-
GET
ClientCsvTargetField
/metadata/client-csv-target-fields
-
GET
CsvImportMatchField
/metadata/csv-import-match-fields
-
GET
ClientStatus
/metadata/client-statuses
-
GET
ClientType
/metadata/client-types
-
GET
CompanyStatus
/metadata/company-status
-
GET
ConnectionStatus
/metadata/connection-statuses
-
GET
ContentBlockCategory
/metadata/content-block-categories
-
GET
CustomFieldDataType
/metadata/custom-field-data-types
-
GET
CustomFieldEntityType
/metadata/custom-field-entity-types
-
GET
BooleanDisplayMode
/metadata/boolean-display-modes
-
GET
FieldDisplayWidth
/metadata/field-display-widths
-
GET
BackgroundImagePosition
/metadata/background-image-positions
-
GET
PageSelection
/metadata/page-selections
-
GET
TemplateType
/metadata/template-types
-
GET
DaysBeforeOrAfter
/metadata/days-before-or-after
-
GET
DataFormAnswerReviewStatus
/metadata/data-form-answer-review-statuses
-
GET
DataFormRequestStatus
/metadata/data-form-request-statuses
-
GET
DataFormStatus
/metadata/data-form-statuses
-
GET
DocumentRequestStatus
/metadata/document-request-statuses
-
GET
DueDateType
/metadata/due-date-types
-
GET
EmailBroadcastStatus
/metadata/email-broadcast-statuses
-
GET
EmailBroadcastRecipientStatus
/metadata/email-broadcast-recipient-statuses
-
GET
FilingHistoryCategory
/metadata/filing-history-categories
-
GET
HolidayAdjustment
/metadata/holiday-adjustments
-
GET
HmrcVerificationResult
/metadata/hmrc-verification-results
-
GET
InvoiceStatus
/metadata/invoice-statuses
-
GET
KpiPeriod
/metadata/kpi-periods
-
GET
LinkType
/metadata/link-types
-
GET
MaritalStatus
/metadata/marital-statuses
-
GET
MonthDayType
/metadata/month-day-types
-
GET
Nationality
/metadata/nationalities
-
GET
Permission
/metadata/permissions
-
GET
PermissibleEntity
/metadata/permissible-entities
-
GET
PlatformCapability
/metadata/platform-capabilities
-
GET
PresetDateRange
/metadata/preset-date-ranges
-
GET
PricingBasis
/metadata/pricing-bases
-
GET
ProfessionalBody
/metadata/professional-bodies
-
GET
EngagementStatus
/metadata/engagement-statuses
-
GET
EngagementType
/metadata/engagement-types
-
GET
RecurrenceUnit
/metadata/recurrence-units
-
GET
RecurringTaskOccurrenceStatus
/metadata/recurring-task-occurrence-statuses
-
GET
RoleType
/metadata/role-types
-
GET
ServicePricingMode
/metadata/service-pricing-modes
-
GET
ServiceStatus
/metadata/service-statuses
-
GET
SodiumProduct
/metadata/sodium-products
-
GET
SicCode
/metadata/sic-codes
-
GET
StatutoryDateType
/metadata/statutory-date-types
-
GET
SystemRole
/metadata/system-roles
-
GET
TaskItemStatus
/metadata/task-item-statuses
-
GET
TenantStatus
/metadata/tenant-statuses
-
GET
TimeBillingLineMode
/metadata/time-billing-line-modes
-
GET
WorkTypeRatePrecedence
/metadata/work-type-rate-precedences
-
GET
TimeEntryBillingState
/metadata/time-entry-billing-states
-
GET
TenantUserStatus
/metadata/tenant-user-statuses
-
GET
StartDateType
/metadata/task-start-types
-
GET
TaskDateBasis
/metadata/task-date-bases
-
GET
UserActivityType
/metadata/user-activity-types
-
GET
VatRate
/metadata/vat-rates
-
GET
VatReportingPeriod
/metadata/vat-reporting-periods
-
GET
VatScheme
/metadata/vat-schemes
-
GET
SmartNameToken
/metadata/smart-name-tokens
-
GET
ScheduledSendStatus
/metadata/scheduled-send-statuses
-
GET
ScheduledSendType
/metadata/scheduled-send-types
-
GET
WeekDayType
/metadata/week-day-types
-
GET
WorkflowEmailSenderSource
/metadata/workflow-email-sender-sources
-
GET
WorkflowStepAssignmentType
/metadata/workflow-step-assignment-types
-
GET
WorkflowStepType
/metadata/workflow-step-types
-
GET
Currencies
/metadata/currencies
-
GET
Locales
/metadata/locales
-
GET
MTD Books Pull Targets
/metadata/mtd-figure-targets/{incomeSourceType}
-
GET
ThirdPartyPlatforms
/metadata/third-party-platforms
-
GET
List Notifications
/tenants/{tenant}/notifications
-
GET
Get Notification Summary
/tenants/{tenant}/notifications/summary
-
POST
Mark Notifications Seen
/tenants/{tenant}/notifications/seen
-
POST
Mark Notification Read
/tenants/{tenant}/notifications/{id}/read
-
POST
Mark Notification Read
/tenants/{tenant}/notifications/{id}/read
-
POST
Mark Notification Unread
/tenants/{tenant}/notifications/{id}/unread
-
POST
Mark Notification Unread
/tenants/{tenant}/notifications/{id}/unread
-
POST
Mark All Notifications Read
/tenants/{tenant}/notifications/read-all
-
POST
Archive Notification
/tenants/{tenant}/notifications/{id}/archive
-
POST
Archive Notification
/tenants/{tenant}/notifications/{id}/archive
-
POST
Unarchive Notification
/tenants/{tenant}/notifications/{id}/unarchive
-
POST
Unarchive Notification
/tenants/{tenant}/notifications/{id}/unarchive
-
POST
Archive Read Notifications
/tenants/{tenant}/notifications/archive-read
-
GET
Get Notification Preferences
/tenants/{tenant}/notifications/preferences
-
PUT
Update Notification Preferences
/tenants/{tenant}/notifications/preferences
-
PUT
Register Notification Device
/tenants/{tenant}/notifications/devices/{token}
-
DELETE
Remove Notification Device
/tenants/{tenant}/notifications/devices/{token}
-
GET
Get Notes Pinned to Dashboard
/tenants/{tenant}/notes/pinned-to-dashboard
-
GET
List PipelineOnboardingTaskTemplates
/tenants/{tenant}/pipeline-onboarding-task-templates
-
GET
List PipelineOnboardingTaskTemplates
/tenants/{tenant}/pipeline-onboarding-task-templates
-
POST
Create PipelineOnboardingTaskTemplate
/tenants/{tenant}/pipeline-onboarding-task-templates
-
POST
Create PipelineOnboardingTaskTemplate
/tenants/{tenant}/pipeline-onboarding-task-templates
-
GET
Get PipelineOnboardingTaskTemplate
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
-
GET
Get PipelineOnboardingTaskTemplate
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
-
GET
Get PipelineOnboardingTaskTemplate
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
-
PUT
Update PipelineOnboardingTaskTemplate
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
-
PUT
Update PipelineOnboardingTaskTemplate
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
-
PUT
Update PipelineOnboardingTaskTemplate
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
-
DELETE
Delete PipelineOnboardingTaskTemplate
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
-
DELETE
Delete PipelineOnboardingTaskTemplate
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
-
DELETE
Delete PipelineOnboardingTaskTemplate
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
-
DELETE
Delete PipelineOnboardingTaskTemplate
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}
-
PUT
Revert PipelineOnboardingTaskTemplate to Library
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}/library-version
-
PUT
Revert PipelineOnboardingTaskTemplate to Library
/tenants/{tenant}/pipeline-onboarding-task-templates/{code}/library-version
-
GET
List Pipelines
/tenants/{tenant}/pipelines
-
GET
List Pipelines
/tenants/{tenant}/pipelines
-
POST
Create Pipeline
/tenants/{tenant}/pipelines
-
POST
Create Pipeline
/tenants/{tenant}/pipelines
-
GET
Get Pipeline
/tenants/{tenant}/pipelines/{code}
-
GET
Get Pipeline
/tenants/{tenant}/pipelines/{code}
-
GET
Get Pipeline
/tenants/{tenant}/pipelines/{code}
-
PUT
Update Pipeline
/tenants/{tenant}/pipelines/{code}
-
PUT
Update Pipeline
/tenants/{tenant}/pipelines/{code}
-
PUT
Update Pipeline
/tenants/{tenant}/pipelines/{code}
-
DELETE
Delete Pipeline
/tenants/{tenant}/pipelines/{code}
-
DELETE
Delete Pipeline
/tenants/{tenant}/pipelines/{code}
-
DELETE
Delete Pipeline
/tenants/{tenant}/pipelines/{code}
-
DELETE
Delete Pipeline
/tenants/{tenant}/pipelines/{code}
-
GET
List Library Pipelines
/tenants/{tenant}/pipelines/library
-
GET
List Library Pipelines
/tenants/{tenant}/pipelines/library
-
GET
Get Library Pipeline
/tenants/{tenant}/pipelines/library/{code}
-
GET
Get Library Pipeline
/tenants/{tenant}/pipelines/library/{code}
-
PUT
Revert Pipeline to Library
/tenants/{tenant}/pipelines/{code}/library-version
-
PUT
Revert Pipeline to Library
/tenants/{tenant}/pipelines/{code}/library-version
-
POST
Import Pipelines from Library
/tenants/{tenant}/pipelines/library/import
-
POST
Import Pipelines from Library
/tenants/{tenant}/pipelines/library/import
-
GET
Get Pipeline Value Totals
/tenants/{tenant}/pipelines/{code}/value-totals
-
GET
Get Pipeline Value Totals
/tenants/{tenant}/pipelines/{code}/value-totals
-
GET
Get Practice Details
/tenants/{tenant}/practice
-
GET
Get Practice Details
/tenants/{tenant}/practice
-
PUT
Update Practice Details
/tenants/{tenant}/practice
-
PUT
Update Practice Details
/tenants/{tenant}/practice
-
GET
Get Practice Note
/tenants/{tenant}/practice-note
-
PUT
Update Practice Note
/tenants/{tenant}/practice-note
-
GET
List ProfessionalClearanceRequestItems
/tenants/{tenant}/professionalclearance/items
-
GET
List ProfessionalClearanceRequestItems
/tenants/{tenant}/professionalclearance/items
-
POST
Create ProfessionalClearanceRequestItem
/tenants/{tenant}/professionalclearance/items
-
POST
Create ProfessionalClearanceRequestItem
/tenants/{tenant}/professionalclearance/items
-
PATCH
Reorder Clearance Items
/tenants/{tenant}/professionalclearance/items
-
PATCH
Reorder Clearance Items
/tenants/{tenant}/professionalclearance/items
-
GET
Get ProfessionalClearanceRequestItem
/tenants/{tenant}/professionalclearance/items/{code}
-
GET
Get ProfessionalClearanceRequestItem
/tenants/{tenant}/professionalclearance/items/{code}
-
GET
Get ProfessionalClearanceRequestItem
/tenants/{tenant}/professionalclearance/items/{code}
-
PUT
Update ProfessionalClearanceRequestItem
/tenants/{tenant}/professionalclearance/items/{code}
-
PUT
Update ProfessionalClearanceRequestItem
/tenants/{tenant}/professionalclearance/items/{code}
-
PUT
Update ProfessionalClearanceRequestItem
/tenants/{tenant}/professionalclearance/items/{code}
-
DELETE
Delete ProfessionalClearanceRequestItem
/tenants/{tenant}/professionalclearance/items/{code}
-
DELETE
Delete ProfessionalClearanceRequestItem
/tenants/{tenant}/professionalclearance/items/{code}
-
DELETE
Delete ProfessionalClearanceRequestItem
/tenants/{tenant}/professionalclearance/items/{code}
-
DELETE
Delete ProfessionalClearanceRequestItem
/tenants/{tenant}/professionalclearance/items/{code}
-
GET
Get Settings
/tenants/{tenant}/professionalclearance/settings
-
PUT
Update Settings
/tenants/{tenant}/professionalclearance/settings
-
PUT
Update Settings
/tenants/{tenant}/professionalclearance/settings
-
GET
Get Client Clearance Items
/tenants/{tenant}/clients/{clientCode}/pcl/items
-
GET
Get Client Clearance Items
/tenants/{tenant}/clients/{clientCode}/pcl/items
-
GET
Get Service Delivery Report
/tenants/{tenant}/reports/service-delivery
-
GET
Get Service Delivery Report
/tenants/{tenant}/reports/service-delivery
-
GET
Get Service Delivery Step Bottlenecks
/tenants/{tenant}/reports/service-delivery/steps
-
GET
Get Service Delivery Step Bottlenecks
/tenants/{tenant}/reports/service-delivery/steps
-
GET
Export Service Delivery Report
/tenants/{tenant}/reports/service-delivery/csv
-
GET
Export Service Delivery Report
/tenants/{tenant}/reports/service-delivery/csv
-
GET
Get Deadline Compliance Report
/tenants/{tenant}/reports/deadline-compliance
-
GET
Get Deadline Compliance Report
/tenants/{tenant}/reports/deadline-compliance
-
GET
Export Deadline Compliance Report
/tenants/{tenant}/reports/deadline-compliance/csv
-
GET
Export Deadline Compliance Report
/tenants/{tenant}/reports/deadline-compliance/csv
-
GET
Get Client Responsiveness Report
/tenants/{tenant}/reports/client-responsiveness
-
GET
Get Client Responsiveness Report
/tenants/{tenant}/reports/client-responsiveness
-
GET
Export Client Responsiveness Report
/tenants/{tenant}/reports/client-responsiveness/csv
-
GET
Export Client Responsiveness Report
/tenants/{tenant}/reports/client-responsiveness/csv
-
GET
Get Team Workload Report
/tenants/{tenant}/reports/team-workload
-
GET
Get Team Workload Report
/tenants/{tenant}/reports/team-workload
-
GET
Export Team Workload Report
/tenants/{tenant}/reports/team-workload/csv
-
GET
Export Team Workload Report
/tenants/{tenant}/reports/team-workload/csv
-
GET
Get WIP Ageing Report
/tenants/{tenant}/reports/wip-ageing
-
GET
Get WIP Ageing Report
/tenants/{tenant}/reports/wip-ageing
-
GET
Export WIP Ageing Report
/tenants/{tenant}/reports/wip-ageing/csv
-
GET
Export WIP Ageing Report
/tenants/{tenant}/reports/wip-ageing/csv
-
GET
Get Workflow Step Analysis Report
/tenants/{tenant}/reports/workflow-steps
-
GET
Get Workflow Step Analysis Report
/tenants/{tenant}/reports/workflow-steps
-
GET
List Workflow Step Analysis Occurrences
/tenants/{tenant}/reports/workflow-steps/occurrences
-
GET
List Workflow Step Analysis Occurrences
/tenants/{tenant}/reports/workflow-steps/occurrences
-
GET
Get Service Time Report
/tenants/{tenant}/reports/service-time
-
GET
Export Service Time Report
/tenants/{tenant}/reports/service-time/csv
-
GET
Get Team Time Report
/tenants/{tenant}/reports/team-time
-
GET
Export Team Time Report
/tenants/{tenant}/reports/team-time/csv
-
GET
Export Team Time Category Breakdown
/tenants/{tenant}/reports/team-time/categories/csv
-
GET
Get Cost & Profit Report
/tenants/{tenant}/reports/cost-profit
-
GET
Export Cost & Profit Report
/tenants/{tenant}/reports/cost-profit/csv
-
GET
Get Write-off Analysis Report
/tenants/{tenant}/reports/write-offs
-
GET
Export Write-off Analysis Report
/tenants/{tenant}/reports/write-offs/csv
-
GET
Get WIP Value Report
/tenants/{tenant}/reports/wip-value
-
GET
Export WIP Value Report
/tenants/{tenant}/reports/wip-value/csv
-
GET
Export Workflow Step Analysis Report
/tenants/{tenant}/reports/workflow-steps/csv
-
GET
Export Workflow Step Analysis Report
/tenants/{tenant}/reports/workflow-steps/csv
-
GET
Get Request Summary
/tenants/{tenant}/requests/summary
-
GET
List RevenueRanges
/tenants/{tenant}/revenue-ranges
-
POST
Create RevenueRange
/tenants/{tenant}/revenue-ranges
-
POST
Create RevenueRange
/tenants/{tenant}/revenue-ranges
-
GET
Get RevenueRange
/tenants/{tenant}/revenue-ranges/{code}
-
GET
Get RevenueRange
/tenants/{tenant}/revenue-ranges/{code}
-
PUT
Update RevenueRange
/tenants/{tenant}/revenue-ranges/{code}
-
PUT
Update RevenueRange
/tenants/{tenant}/revenue-ranges/{code}
-
PUT
Update RevenueRange
/tenants/{tenant}/revenue-ranges/{code}
-
DELETE
Delete RevenueRange
/tenants/{tenant}/revenue-ranges/{code}
-
DELETE
Delete RevenueRange
/tenants/{tenant}/revenue-ranges/{code}
-
DELETE
Delete RevenueRange
/tenants/{tenant}/revenue-ranges/{code}
-
DELETE
Delete RevenueRange
/tenants/{tenant}/revenue-ranges/{code}
-
GET
List Roles
/tenants/{tenant}/roles
-
GET
List Roles
/tenants/{tenant}/roles
-
POST
Create Role
/tenants/{tenant}/roles
-
POST
Create Role
/tenants/{tenant}/roles
-
GET
Get Role
/tenants/{tenant}/roles/{code}
-
GET
Get Role
/tenants/{tenant}/roles/{code}
-
GET
Get Role
/tenants/{tenant}/roles/{code}
-
DELETE
Delete Role
/tenants/{tenant}/roles/{code}
-
DELETE
Delete Role
/tenants/{tenant}/roles/{code}
-
DELETE
Delete Role
/tenants/{tenant}/roles/{code}
-
DELETE
Delete Role
/tenants/{tenant}/roles/{code}
-
PUT
Update Role
/tenants/{tenant}/roles/{code}
-
PUT
Update Role
/tenants/{tenant}/roles/{code}
-
GET
List System Role Permissions
/tenants/{tenant}/roles/system
-
GET
List System Role Permissions
/tenants/{tenant}/roles/system
-
GET
Get sales pipeline settings
/tenants/{tenant}/sales-pipeline-settings
-
GET
Get sales pipeline settings
/tenants/{tenant}/sales-pipeline-settings
-
PUT
Update sales pipeline settings
/tenants/{tenant}/sales-pipeline-settings
-
PUT
Update sales pipeline settings
/tenants/{tenant}/sales-pipeline-settings
-
GET
List Scheduled Sends
/tenants/{tenant}/scheduled-sends
-
GET
Get Scheduled Send
/tenants/{tenant}/scheduled-sends/{code}
-
PUT
Update Scheduled Send
/tenants/{tenant}/scheduled-sends/{code}
-
POST
Send Scheduled Send Now
/tenants/{tenant}/scheduled-sends/{code}/send-now
-
POST
Cancel Scheduled Send
/tenants/{tenant}/scheduled-sends/{code}/cancel
-
GET
Get security settings
/tenants/{tenant}/security-settings
-
GET
Get security settings
/tenants/{tenant}/security-settings
-
PUT
Update security settings
/tenants/{tenant}/security-settings
-
PUT
Update security settings
/tenants/{tenant}/security-settings
-
GET
List ServiceCategories
/tenants/{tenant}/service-categories
-
GET
List ServiceCategories
/tenants/{tenant}/service-categories
-
POST
Create ServiceCategory
/tenants/{tenant}/service-categories
-
POST
Create ServiceCategory
/tenants/{tenant}/service-categories
-
GET
Get ServiceCategory
/tenants/{tenant}/service-categories/{code}
-
GET
Get ServiceCategory
/tenants/{tenant}/service-categories/{code}
-
GET
Get ServiceCategory
/tenants/{tenant}/service-categories/{code}
-
PUT
Update ServiceCategory
/tenants/{tenant}/service-categories/{code}
-
PUT
Update ServiceCategory
/tenants/{tenant}/service-categories/{code}
-
PUT
Update ServiceCategory
/tenants/{tenant}/service-categories/{code}
-
DELETE
Delete ServiceCategory
/tenants/{tenant}/service-categories/{code}
-
DELETE
Delete ServiceCategory
/tenants/{tenant}/service-categories/{code}
-
DELETE
Delete ServiceCategory
/tenants/{tenant}/service-categories/{code}
-
DELETE
Delete ServiceCategory
/tenants/{tenant}/service-categories/{code}
-
GET
List OnboardingTaskTemplates
/tenants/{tenant}/onboarding-task-templates
-
GET
List OnboardingTaskTemplates
/tenants/{tenant}/onboarding-task-templates
-
POST
Create OnboardingTaskTemplate
/tenants/{tenant}/onboarding-task-templates
-
POST
Create OnboardingTaskTemplate
/tenants/{tenant}/onboarding-task-templates
-
GET
Get OnboardingTaskTemplate
/tenants/{tenant}/onboarding-task-templates/{code}
-
GET
Get OnboardingTaskTemplate
/tenants/{tenant}/onboarding-task-templates/{code}
-
GET
Get OnboardingTaskTemplate
/tenants/{tenant}/onboarding-task-templates/{code}
-
PUT
Update OnboardingTaskTemplate
/tenants/{tenant}/onboarding-task-templates/{code}
-
PUT
Update OnboardingTaskTemplate
/tenants/{tenant}/onboarding-task-templates/{code}
-
PUT
Update OnboardingTaskTemplate
/tenants/{tenant}/onboarding-task-templates/{code}
-
DELETE
Delete OnboardingTaskTemplate
/tenants/{tenant}/onboarding-task-templates/{code}
-
DELETE
Delete OnboardingTaskTemplate
/tenants/{tenant}/onboarding-task-templates/{code}
-
DELETE
Delete OnboardingTaskTemplate
/tenants/{tenant}/onboarding-task-templates/{code}
-
DELETE
Delete OnboardingTaskTemplate
/tenants/{tenant}/onboarding-task-templates/{code}
-
PUT
Revert OnboardingTaskTemplate to Library
/tenants/{tenant}/onboarding-task-templates/{code}/library-version
-
PUT
Revert OnboardingTaskTemplate to Library
/tenants/{tenant}/onboarding-task-templates/{code}/library-version
-
GET
List ServicePackages
/tenants/{tenant}/service-packages
-
GET
List ServicePackages
/tenants/{tenant}/service-packages
-
POST
Create ServicePackage
/tenants/{tenant}/service-packages
-
POST
Create ServicePackage
/tenants/{tenant}/service-packages
-
GET
Get ServicePackage
/tenants/{tenant}/service-packages/{code}
-
GET
Get ServicePackage
/tenants/{tenant}/service-packages/{code}
-
GET
Get ServicePackage
/tenants/{tenant}/service-packages/{code}
-
PUT
Update ServicePackage
/tenants/{tenant}/service-packages/{code}
-
PUT
Update ServicePackage
/tenants/{tenant}/service-packages/{code}
-
PUT
Update ServicePackage
/tenants/{tenant}/service-packages/{code}
-
DELETE
Delete ServicePackage
/tenants/{tenant}/service-packages/{code}
-
DELETE
Delete ServicePackage
/tenants/{tenant}/service-packages/{code}
-
DELETE
Delete ServicePackage
/tenants/{tenant}/service-packages/{code}
-
DELETE
Delete ServicePackage
/tenants/{tenant}/service-packages/{code}
-
POST
Bulk Apply Package
/tenants/{tenant}/service-packages/{code}/bulk-apply
-
POST
Bulk Apply Package
/tenants/{tenant}/service-packages/{code}/bulk-apply
-
POST
Apply Service Package to Client
/tenants/{tenant}/clients/{clientCode}/apply-service-package/{packageCode}
-
POST
Apply Service Package to Client
/tenants/{tenant}/clients/{clientCode}/apply-service-package/{packageCode}
-
DELETE
Remove Service Package from Client
/tenants/{tenant}/clients/{clientCode}/apply-service-package/{packageCode}
-
DELETE
Remove Service Package from Client
/tenants/{tenant}/clients/{clientCode}/apply-service-package/{packageCode}
-
GET
List BillableServices
/tenants/{tenant}/services
-
GET
List BillableServices
/tenants/{tenant}/services
-
POST
Create BillableService
/tenants/{tenant}/services
-
POST
Create BillableService
/tenants/{tenant}/services
-
GET
Get BillableService
/tenants/{tenant}/services/{code}
-
GET
Get BillableService
/tenants/{tenant}/services/{code}
-
GET
Get BillableService
/tenants/{tenant}/services/{code}
-
PUT
Update BillableService
/tenants/{tenant}/services/{code}
-
PUT
Update BillableService
/tenants/{tenant}/services/{code}
-
PUT
Update BillableService
/tenants/{tenant}/services/{code}
-
DELETE
Delete BillableService
/tenants/{tenant}/services/{code}
-
DELETE
Delete BillableService
/tenants/{tenant}/services/{code}
-
DELETE
Delete BillableService
/tenants/{tenant}/services/{code}
-
DELETE
Delete BillableService
/tenants/{tenant}/services/{code}
-
GET
List Library BillableServices
/tenants/{tenant}/services/library
-
GET
List Library BillableServices
/tenants/{tenant}/services/library
-
GET
Get Library BillableService
/tenants/{tenant}/services/library/{code}
-
GET
Get Library BillableService
/tenants/{tenant}/services/library/{code}
-
PUT
Revert BillableService to Library
/tenants/{tenant}/services/{code}/library-version
-
PUT
Revert BillableService to Library
/tenants/{tenant}/services/{code}/library-version
-
POST
Import Services from Library
/tenants/{tenant}/services/library/import
-
POST
Import Services from Library
/tenants/{tenant}/services/library/import
-
POST
Generate Service
/tenants/{tenant}/services/generate
-
POST
Generate Service
/tenants/{tenant}/services/generate
-
POST
Generate Pricing Factors
/tenants/{tenant}/services/{code}/generatefactors
-
POST
Generate Pricing Factors
/tenants/{tenant}/services/{code}/generatefactors
-
GET
Get Required Client Fields for Service
/tenants/{tenant}/services/{code}/required-client-fields
-
GET
Get Required Client Fields for Service
/tenants/{tenant}/services/{code}/required-client-fields
-
GET
Get Bill for Work Coverage
/tenants/{tenant}/services/{code}/bill-for-work-coverage
-
GET
Get Bill for Work Coverage
/tenants/{tenant}/services/{code}/bill-for-work-coverage
-
POST
Bulk Assign Service
/tenants/{tenant}/services/{code}/clients/bulk-assign
-
POST
Bulk Assign Service
/tenants/{tenant}/services/{code}/clients/bulk-assign
-
PATCH
Bulk Update Client Services
/tenants/{tenant}/services/{code}/clients/bulk-update
-
PATCH
Bulk Update Client Services
/tenants/{tenant}/services/{code}/clients/bulk-update
-
POST
Bulk Remove Client Services
/tenants/{tenant}/services/{code}/clients/bulk-remove
-
POST
Bulk Remove Client Services
/tenants/{tenant}/services/{code}/clients/bulk-remove
-
POST
Analyze Services CSV
/tenants/{tenant}/services/import/csv/analyze
-
POST
Import Services CSV
/tenants/{tenant}/services/import/csv
-
GET
Export Services CSV
/tenants/{tenant}/services/import/csv/export
-
POST
Connect CIS Manager
/tenants/{tenant}/products/cis-manager/connect
-
POST
Connect CIS Manager
/tenants/{tenant}/products/cis-manager/connect
-
POST
Request CIS Manager Practice Link
/tenants/{tenant}/products/cis-manager/link-request
-
POST
Request CIS Manager Practice Link
/tenants/{tenant}/products/cis-manager/link-request
-
GET
Get CIS Manager Settings
/tenants/{tenant}/cis-manager-settings
-
GET
Get CIS Manager Settings
/tenants/{tenant}/cis-manager-settings
-
PUT
Update CIS Manager Settings
/tenants/{tenant}/cis-manager-settings
-
PUT
Update CIS Manager Settings
/tenants/{tenant}/cis-manager-settings
-
GET
Get Current Subscription
/tenants/{tenant}/subscription
-
GET
Get Current Subscription
/tenants/{tenant}/subscription
-
PUT
Change Subscription
/tenants/{tenant}/subscription
-
PUT
Change Subscription
/tenants/{tenant}/subscription
-
DELETE
Cancel Subscription
/tenants/{tenant}/subscription
-
DELETE
Cancel Subscription
/tenants/{tenant}/subscription
-
GET
Get Subscription History
/tenants/{tenant}/subscription/history
-
GET
Get Subscription History
/tenants/{tenant}/subscription/history
-
GET
Preview Subscription Prices
/tenants/{tenant}/subscription/price-preview
-
GET
Preview Subscription Prices
/tenants/{tenant}/subscription/price-preview
-
GET
Get User Billing Summary
/tenants/{tenant}/subscription/user-billing
-
GET
Get User Billing Summary
/tenants/{tenant}/subscription/user-billing
-
GET
Get Billing Account
/tenants/{tenant}/subscription/billing
-
GET
Get Billing Account
/tenants/{tenant}/subscription/billing
-
POST
Start Subscription Billing
/tenants/{tenant}/subscription/billing
-
POST
Start Subscription Billing
/tenants/{tenant}/subscription/billing
-
PUT
Update Billing Account
/tenants/{tenant}/subscription/billing
-
PUT
Update Billing Account
/tenants/{tenant}/subscription/billing
-
POST
Initiate Mandate Setup
/tenants/{tenant}/subscription/billing/mandate-setup
-
POST
Initiate Mandate Setup
/tenants/{tenant}/subscription/billing/mandate-setup
-
POST
Complete Mandate Setup
/tenants/{tenant}/subscription/billing/mandate-setup/complete
-
POST
Complete Mandate Setup
/tenants/{tenant}/subscription/billing/mandate-setup/complete
-
POST
Cancel Mandate
/tenants/{tenant}/subscription/billing/mandate/cancel
-
POST
Cancel Mandate
/tenants/{tenant}/subscription/billing/mandate/cancel
-
GET
Refresh Mandate Status
/tenants/{tenant}/subscription/billing/mandate/refresh
-
GET
Refresh Mandate Status
/tenants/{tenant}/subscription/billing/mandate/refresh
-
GET
List Invoices
/tenants/{tenant}/subscription/billing/invoices
-
GET
List Invoices
/tenants/{tenant}/subscription/billing/invoices
-
GET
Download Invoice PDF
/tenants/{tenant}/subscription/billing/invoices/{code}/pdf
-
GET
Download Invoice PDF
/tenants/{tenant}/subscription/billing/invoices/{code}/pdf
-
GET
Get Invoice
/tenants/{tenant}/subscription/billing/invoices/{code}
-
GET
Get Invoice
/tenants/{tenant}/subscription/billing/invoices/{code}
-
GET
Get Active Discount
/tenants/{tenant}/subscription/discount
-
GET
Get Active Discount
/tenants/{tenant}/subscription/discount
-
POST
Redeem Discount Code
/tenants/{tenant}/subscription/discount
-
POST
Redeem Discount Code
/tenants/{tenant}/subscription/discount
-
DELETE
Remove Discount
/tenants/{tenant}/subscription/discount
-
DELETE
Remove Discount
/tenants/{tenant}/subscription/discount
-
GET
List Packages
/packages
-
GET
Get Package
/packages/{code}
-
GET
List Pricing Tiers for Package
/packages/{code}/pricing
-
GET
List Emails for Task
/tenants/{tenant}/tasks/{taskCode}/emails
-
GET
List Emails for Task
/tenants/{tenant}/tasks/{taskCode}/emails
-
GET
List Notes for Task
/tenants/{tenant}/tasks/{taskCode}/taskitemnote
-
GET
List Notes for Task
/tenants/{tenant}/tasks/{taskCode}/taskitemnote
-
POST
Create Note
/tenants/{tenant}/tasks/{taskCode}/taskitemnote
-
POST
Create Note
/tenants/{tenant}/tasks/{taskCode}/taskitemnote
-
GET
Get Pinned Notes for Task
/tenants/{tenant}/tasks/{taskCode}/taskitemnote/pinned
-
GET
Get Pinned Notes for Task
/tenants/{tenant}/tasks/{taskCode}/taskitemnote/pinned
-
GET
Get Note by Code
/tenants/{tenant}/tasks/{taskCode}/taskitemnote/{code}
-
GET
Get Note by Code
/tenants/{tenant}/tasks/{taskCode}/taskitemnote/{code}
-
PUT
Update Note
/tenants/{tenant}/tasks/{taskCode}/taskitemnote/{code}
-
PUT
Update Note
/tenants/{tenant}/tasks/{taskCode}/taskitemnote/{code}
-
DELETE
Delete Note
/tenants/{tenant}/tasks/{taskCode}/taskitemnote/{code}
-
DELETE
Delete Note
/tenants/{tenant}/tasks/{taskCode}/taskitemnote/{code}
-
GET
List Notes for Workflow Step
/tenants/{tenant}/tasks/{taskCode}/groups/{groupNumber}/steps/{stepNumber}/notes
-
GET
List Notes for Workflow Step
/tenants/{tenant}/tasks/{taskCode}/groups/{groupNumber}/steps/{stepNumber}/notes
-
POST
Create Note for Workflow Step
/tenants/{tenant}/tasks/{taskCode}/groups/{groupNumber}/steps/{stepNumber}/notes
-
POST
Create Note for Workflow Step
/tenants/{tenant}/tasks/{taskCode}/groups/{groupNumber}/steps/{stepNumber}/notes
-
GET
Get Pinned Notes for Workflow Step
/tenants/{tenant}/tasks/{taskCode}/groups/{groupNumber}/steps/{stepNumber}/notes/pinned
-
GET
Get Pinned Notes for Workflow Step
/tenants/{tenant}/tasks/{taskCode}/groups/{groupNumber}/steps/{stepNumber}/notes/pinned
-
GET
Get Note by Code
/tenants/{tenant}/tasks/{taskCode}/groups/{groupNumber}/steps/{stepNumber}/notes/{code}
-
GET
Get Note by Code
/tenants/{tenant}/tasks/{taskCode}/groups/{groupNumber}/steps/{stepNumber}/notes/{code}
-
PUT
Update Note for Workflow Step
/tenants/{tenant}/tasks/{taskCode}/groups/{groupNumber}/steps/{stepNumber}/notes/{code}
-
PUT
Update Note for Workflow Step
/tenants/{tenant}/tasks/{taskCode}/groups/{groupNumber}/steps/{stepNumber}/notes/{code}
-
DELETE
Delete Note from Workflow Step
/tenants/{tenant}/tasks/{taskCode}/groups/{groupNumber}/steps/{stepNumber}/notes/{code}
-
DELETE
Delete Note from Workflow Step
/tenants/{tenant}/tasks/{taskCode}/groups/{groupNumber}/steps/{stepNumber}/notes/{code}
-
POST
Set Task Workflow
/tenants/{tenant}/tasks/{taskCode}/workflow
-
POST
Set Task Workflow
/tenants/{tenant}/tasks/{taskCode}/workflow
-
DELETE
Remove Task Workflow
/tenants/{tenant}/tasks/{taskCode}/workflow
-
DELETE
Remove Task Workflow
/tenants/{tenant}/tasks/{taskCode}/workflow
-
GET
Get Task Workflow Groups
/tenants/{tenant}/tasks/{taskCode}/workflow/groups
-
GET
Get Task Workflow Groups
/tenants/{tenant}/tasks/{taskCode}/workflow/groups
-
GET
Get Workflow Step
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}
-
GET
Get Workflow Step
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}
-
PUT
Update Workflow Step
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}
-
PUT
Update Workflow Step
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}
-
PUT
Set All Workflow Steps Status
/tenants/{tenant}/tasks/{taskCode}/workflow/steps/status
-
PUT
Set All Workflow Steps Status
/tenants/{tenant}/tasks/{taskCode}/workflow/steps/status
-
POST
Execute Workflow Step
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/execute
-
POST
Execute Workflow Step
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/execute
-
POST
Send Workflow Step Email
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/send
-
POST
Send Workflow Step Email
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/send
-
POST
Resend Client Confirmation
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/resend
-
POST
Resend Client Confirmation
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/resend
-
GET
Get Client Confirmation Recipients
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/recipients
-
GET
Get Client Confirmation Recipients
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/recipients
-
GET
Preview Workflow Step Email
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/preview
-
GET
Preview Workflow Step Email
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/preview
-
GET
Get Step Client Data
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/client-data
-
GET
Get Step Client Data
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/client-data
-
PUT
Save Step Client Data
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/client-data
-
PUT
Save Step Client Data
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/client-data
-
GET
Get Review & Bill Time Defaults
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/review-time-defaults
-
GET
Get Review & Bill Time Defaults
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/review-time-defaults
-
GET
Get Bill for Work Preview
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/bill-for-work-preview
-
GET
Get Bill for Work Preview
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/bill-for-work-preview
-
POST
Submit CIS Return
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/cis/submit
-
POST
Submit CIS Return
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/cis/submit
-
POST
Complete CIS Payments
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/cis/payments
-
POST
Complete CIS Payments
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/cis/payments
-
GET
Get CIS Step Summary
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/cis
-
GET
Get CIS Step Summary
/tenants/{tenant}/tasks/{taskCode}/workflow/groups/{groupNumber}/steps/{stepNumber}/cis
-
POST
Create TaskItem
/tenants/{tenant}/tasks
-
POST
Create TaskItem
/tenants/{tenant}/tasks
-
DELETE
Bulk Delete TaskItems
/tenants/{tenant}/tasks
-
DELETE
Bulk Delete TaskItems
/tenants/{tenant}/tasks
-
PATCH
Bulk Update TaskItems
/tenants/{tenant}/tasks
-
PATCH
Bulk Update TaskItems
/tenants/{tenant}/tasks
-
GET
List TaskItems
/tenants/{tenant}/tasks
-
GET
List TaskItems
/tenants/{tenant}/tasks
-
GET
Get TaskItem
/tenants/{tenant}/tasks/{code}
-
GET
Get TaskItem
/tenants/{tenant}/tasks/{code}
-
GET
Get TaskItem
/tenants/{tenant}/tasks/{code}
-
PUT
Update TaskItem
/tenants/{tenant}/tasks/{code}
-
PUT
Update TaskItem
/tenants/{tenant}/tasks/{code}
-
PUT
Update TaskItem
/tenants/{tenant}/tasks/{code}
-
DELETE
Delete TaskItem
/tenants/{tenant}/tasks/{code}
-
DELETE
Delete TaskItem
/tenants/{tenant}/tasks/{code}
-
DELETE
Delete TaskItem
/tenants/{tenant}/tasks/{code}
-
DELETE
Delete TaskItem
/tenants/{tenant}/tasks/{code}
-
PATCH
Patch TaskItem
/tenants/{tenant}/tasks/{code}
-
PATCH
Patch TaskItem
/tenants/{tenant}/tasks/{code}
-
POST
Bulk Restore Occurrences
/tenants/{tenant}/tasks/restore
-
POST
Bulk Restore Occurrences
/tenants/{tenant}/tasks/restore
-
GET
Get Task Date Summary
/tenants/{tenant}/tasks/date-summary
-
GET
Get Task Date Summary
/tenants/{tenant}/tasks/date-summary
-
GET
Get Task Workload Summary
/tenants/{tenant}/tasks/workload-summary
-
GET
Get Task Workload Summary
/tenants/{tenant}/tasks/workload-summary
-
PUT
Change Task Tax Month
/tenants/{tenant}/tasks/{code}/tax-month
-
PUT
Change Task Tax Month
/tenants/{tenant}/tasks/{code}/tax-month
-
GET
Get TaskItem History
/tenants/{tenant}/tasks/{code}/history
-
GET
Get TaskItem History
/tenants/{tenant}/tasks/{code}/history
-
GET
List TaskCategories
/tenants/{tenant}/task-categories
-
GET
List TaskCategories
/tenants/{tenant}/task-categories
-
POST
Create TaskCategory
/tenants/{tenant}/task-categories
-
POST
Create TaskCategory
/tenants/{tenant}/task-categories
-
GET
Get TaskCategory
/tenants/{tenant}/task-categories/{code}
-
GET
Get TaskCategory
/tenants/{tenant}/task-categories/{code}
-
GET
Get TaskCategory
/tenants/{tenant}/task-categories/{code}
-
PUT
Update TaskCategory
/tenants/{tenant}/task-categories/{code}
-
PUT
Update TaskCategory
/tenants/{tenant}/task-categories/{code}
-
PUT
Update TaskCategory
/tenants/{tenant}/task-categories/{code}
-
DELETE
Delete TaskCategory
/tenants/{tenant}/task-categories/{code}
-
DELETE
Delete TaskCategory
/tenants/{tenant}/task-categories/{code}
-
DELETE
Delete TaskCategory
/tenants/{tenant}/task-categories/{code}
-
DELETE
Delete TaskCategory
/tenants/{tenant}/task-categories/{code}
-
POST
Start Tasks CSV Export
/tenants/{tenant}/tasks/export/csv
-
GET
Get Tasks Export Status
/tenants/{tenant}/tasks/export/csv/{code}
-
GET
Get Task Focus Config
/tenants/{tenant}/task-focus-config
-
GET
Get Task Focus Config
/tenants/{tenant}/task-focus-config
-
PUT
Upsert Task Focus Config
/tenants/{tenant}/task-focus-config
-
PUT
Upsert Task Focus Config
/tenants/{tenant}/task-focus-config
-
POST
Analyze Tasks CSV
/tenants/{tenant}/tasks/import/csv/analyze
-
POST
Import Tasks CSV
/tenants/{tenant}/tasks/import/csv
-
POST
Analyze Tasks CSV Conversion
/tenants/{tenant}/tasks/import/csv/convert/analyze
-
POST
Convert Tasks CSV
/tenants/{tenant}/tasks/import/csv/convert
-
GET
Get a single projected task item by composite code
/tenants/{tenant}/projected-tasks/{code}
-
GET
Get a single projected task item by composite code
/tenants/{tenant}/projected-tasks/{code}
-
POST
Materialise a projected task item into the database
/tenants/{tenant}/projected-tasks
-
POST
Materialise a projected task item into the database
/tenants/{tenant}/projected-tasks
-
GET
Get workflow groups and steps for a projected task with resolved assignments
/tenants/{tenant}/projected-tasks/{code}/workflow/groups
-
GET
Get workflow groups and steps for a projected task with resolved assignments
/tenants/{tenant}/projected-tasks/{code}/workflow/groups
-
GET
List RecurringTaskItems
/tenants/{tenant}/recurring-tasks
-
GET
List RecurringTaskItems
/tenants/{tenant}/recurring-tasks
-
POST
Create RecurringTaskItem
/tenants/{tenant}/recurring-tasks
-
POST
Create RecurringTaskItem
/tenants/{tenant}/recurring-tasks
-
GET
Get RecurringTaskItem
/tenants/{tenant}/recurring-tasks/{code}
-
GET
Get RecurringTaskItem
/tenants/{tenant}/recurring-tasks/{code}
-
GET
Get RecurringTaskItem
/tenants/{tenant}/recurring-tasks/{code}
-
PUT
Update RecurringTaskItem
/tenants/{tenant}/recurring-tasks/{code}
-
PUT
Update RecurringTaskItem
/tenants/{tenant}/recurring-tasks/{code}
-
PUT
Update RecurringTaskItem
/tenants/{tenant}/recurring-tasks/{code}
-
DELETE
Delete RecurringTaskItem
/tenants/{tenant}/recurring-tasks/{code}
-
DELETE
Delete RecurringTaskItem
/tenants/{tenant}/recurring-tasks/{code}
-
DELETE
Delete RecurringTaskItem
/tenants/{tenant}/recurring-tasks/{code}
-
DELETE
Delete RecurringTaskItem
/tenants/{tenant}/recurring-tasks/{code}
-
PUT
Revert RecurringTaskItem to Library
/tenants/{tenant}/recurring-tasks/{code}/library-version
-
PUT
Revert RecurringTaskItem to Library
/tenants/{tenant}/recurring-tasks/{code}/library-version
-
GET
Get Recurring Task Resolved Clients
/tenants/{tenant}/recurring-tasks/{code}/resolved-clients
-
GET
Get Recurring Task Resolved Clients
/tenants/{tenant}/recurring-tasks/{code}/resolved-clients
-
GET
List Recurring Task Occurrences
/tenants/{tenant}/recurring-tasks/{code}/occurrences
-
GET
List Recurring Task Occurrences
/tenants/{tenant}/recurring-tasks/{code}/occurrences
-
GET
Get Recurring Task Clients
/tenants/{tenant}/recurring-tasks/{code}/clients
-
GET
Get Recurring Task Clients
/tenants/{tenant}/recurring-tasks/{code}/clients
-
PUT
Update Recurring Task Clients
/tenants/{tenant}/recurring-tasks/{code}/clients
-
PUT
Update Recurring Task Clients
/tenants/{tenant}/recurring-tasks/{code}/clients
-
GET
Get Recurring Task Services
/tenants/{tenant}/recurring-tasks/{code}/services
-
GET
Get Recurring Task Services
/tenants/{tenant}/recurring-tasks/{code}/services
-
PUT
Update Recurring Task Services
/tenants/{tenant}/recurring-tasks/{code}/services
-
PUT
Update Recurring Task Services
/tenants/{tenant}/recurring-tasks/{code}/services
-
GET
Get Recurring Task Pipelines
/tenants/{tenant}/recurring-tasks/{code}/pipelines
-
GET
Get Recurring Task Pipelines
/tenants/{tenant}/recurring-tasks/{code}/pipelines
-
PUT
Update Recurring Task Pipelines
/tenants/{tenant}/recurring-tasks/{code}/pipelines
-
PUT
Update Recurring Task Pipelines
/tenants/{tenant}/recurring-tasks/{code}/pipelines
-
GET
List Recurring Task Schedules
/tenants/{tenant}/recurring-tasks/{taskCode}/schedules
-
GET
List Recurring Task Schedules
/tenants/{tenant}/recurring-tasks/{taskCode}/schedules
-
POST
Create Recurring Task Schedule
/tenants/{tenant}/recurring-tasks/{taskCode}/schedules
-
POST
Create Recurring Task Schedule
/tenants/{tenant}/recurring-tasks/{taskCode}/schedules
-
GET
Get Recurring Task Schedule
/tenants/{tenant}/recurring-tasks/{taskCode}/schedules/{code}
-
GET
Get Recurring Task Schedule
/tenants/{tenant}/recurring-tasks/{taskCode}/schedules/{code}
-
PUT
Update Recurring Task Schedule
/tenants/{tenant}/recurring-tasks/{taskCode}/schedules/{code}
-
PUT
Update Recurring Task Schedule
/tenants/{tenant}/recurring-tasks/{taskCode}/schedules/{code}
-
DELETE
Delete Recurring Task Schedule
/tenants/{tenant}/recurring-tasks/{taskCode}/schedules/{code}
-
DELETE
Delete Recurring Task Schedule
/tenants/{tenant}/recurring-tasks/{taskCode}/schedules/{code}
-
GET
List SavedTaskFilters
/tenants/{tenant}/saved-task-filters
-
GET
List SavedTaskFilters
/tenants/{tenant}/saved-task-filters
-
POST
Create SavedTaskFilter
/tenants/{tenant}/saved-task-filters
-
POST
Create SavedTaskFilter
/tenants/{tenant}/saved-task-filters
-
GET
Get SavedTaskFilter
/tenants/{tenant}/saved-task-filters/{code}
-
GET
Get SavedTaskFilter
/tenants/{tenant}/saved-task-filters/{code}
-
PUT
Update SavedTaskFilter
/tenants/{tenant}/saved-task-filters/{code}
-
PUT
Update SavedTaskFilter
/tenants/{tenant}/saved-task-filters/{code}
-
DELETE
Delete SavedTaskFilter
/tenants/{tenant}/saved-task-filters/{code}
-
DELETE
Delete SavedTaskFilter
/tenants/{tenant}/saved-task-filters/{code}
-
PUT
Set Menu Order
/tenants/{tenant}/saved-task-filters/menu-order
-
PUT
Set Menu Order
/tenants/{tenant}/saved-task-filters/menu-order
-
PUT
Set Menu Preference
/tenants/{tenant}/saved-task-filters/{code}/menu
-
PUT
Set Menu Preference
/tenants/{tenant}/saved-task-filters/{code}/menu
-
GET
List TaskTemplates
/tenants/{tenant}/task-templates
-
GET
List TaskTemplates
/tenants/{tenant}/task-templates
-
POST
Create TaskTemplate
/tenants/{tenant}/task-templates
-
POST
Create TaskTemplate
/tenants/{tenant}/task-templates
-
GET
Get TaskTemplate
/tenants/{tenant}/task-templates/{code}
-
GET
Get TaskTemplate
/tenants/{tenant}/task-templates/{code}
-
GET
Get TaskTemplate
/tenants/{tenant}/task-templates/{code}
-
PUT
Update TaskTemplate
/tenants/{tenant}/task-templates/{code}
-
PUT
Update TaskTemplate
/tenants/{tenant}/task-templates/{code}
-
PUT
Update TaskTemplate
/tenants/{tenant}/task-templates/{code}
-
DELETE
Delete TaskTemplate
/tenants/{tenant}/task-templates/{code}
-
DELETE
Delete TaskTemplate
/tenants/{tenant}/task-templates/{code}
-
DELETE
Delete TaskTemplate
/tenants/{tenant}/task-templates/{code}
-
DELETE
Delete TaskTemplate
/tenants/{tenant}/task-templates/{code}
-
GET
List Library TaskTemplates
/tenants/{tenant}/task-templates/library
-
GET
List Library TaskTemplates
/tenants/{tenant}/task-templates/library
-
GET
Get Library TaskTemplate
/tenants/{tenant}/task-templates/library/{code}
-
GET
Get Library TaskTemplate
/tenants/{tenant}/task-templates/library/{code}
-
PUT
Revert TaskTemplate to Library
/tenants/{tenant}/task-templates/{code}/library-version
-
PUT
Revert TaskTemplate to Library
/tenants/{tenant}/task-templates/{code}/library-version
-
POST
Import Task Templates from Library
/tenants/{tenant}/task-templates/library/import
-
POST
Import Task Templates from Library
/tenants/{tenant}/task-templates/library/import
-
POST
Create Tenant
/tenants
-
GET
List Tenants
/tenants
-
GET
Get Role
/tenants/{code}/me
-
GET
Get Tenant
/tenants/{code}
-
PUT
Update Tenant
/tenants/{code}
-
GET
List ThirdPartyConnections
/tenants/{tenant}/connections
-
GET
List ThirdPartyConnections
/tenants/{tenant}/connections
-
POST
Create ThirdPartyConnection
/tenants/{tenant}/connections
-
POST
Create ThirdPartyConnection
/tenants/{tenant}/connections
-
GET
Get ThirdPartyConnection
/tenants/{tenant}/connections/{code}
-
GET
Get ThirdPartyConnection
/tenants/{tenant}/connections/{code}
-
GET
Get ThirdPartyConnection
/tenants/{tenant}/connections/{code}
-
PUT
Update ThirdPartyConnection
/tenants/{tenant}/connections/{code}
-
PUT
Update ThirdPartyConnection
/tenants/{tenant}/connections/{code}
-
PUT
Update ThirdPartyConnection
/tenants/{tenant}/connections/{code}
-
DELETE
Delete Third-Party Connection
/tenants/{tenant}/connections/{code}
-
DELETE
Delete Third-Party Connection
/tenants/{tenant}/connections/{code}
-
POST
Set Organization
/tenants/{tenant}/connections/{code}/set-organization
-
POST
Set Organization
/tenants/{tenant}/connections/{code}/set-organization
-
POST
Look Up Meeting Notes
/tenants/{tenant}/connections/{code}/lookup
-
POST
Look Up Meeting Notes
/tenants/{tenant}/connections/{code}/lookup
-
POST
Reauthorise Connection
/tenants/{tenant}/connections/{code}/reauthorise
-
POST
Reauthorise Connection
/tenants/{tenant}/connections/{code}/reauthorise
-
GET
Get Base Folder
/tenants/{tenant}/connections/{code}/base-folder
-
GET
Get Base Folder
/tenants/{tenant}/connections/{code}/base-folder
-
PUT
Set Base Folder
/tenants/{tenant}/connections/{code}/base-folder
-
PUT
Set Base Folder
/tenants/{tenant}/connections/{code}/base-folder
-
GET
Get Connection Credentials
/tenants/{tenant}/connections/{code}/auth-credentials
-
GET
Get Connection Credentials
/tenants/{tenant}/connections/{code}/auth-credentials
-
GET
List Storage Locations
/tenants/{tenant}/connections/{code}/storage-locations
-
GET
List Storage Locations
/tenants/{tenant}/connections/{code}/storage-locations
-
GET
List Connection Folders
/tenants/{tenant}/connections/{code}/folders
-
GET
List Connection Folders
/tenants/{tenant}/connections/{code}/folders
-
GET
List TimeEntries
/tenants/{tenant}/time-entries
-
GET
List TimeEntries
/tenants/{tenant}/time-entries
-
POST
Create TimeEntry
/tenants/{tenant}/time-entries
-
POST
Create TimeEntry
/tenants/{tenant}/time-entries
-
GET
Get TimeEntry
/tenants/{tenant}/time-entries/{code}
-
GET
Get TimeEntry
/tenants/{tenant}/time-entries/{code}
-
GET
Get TimeEntry
/tenants/{tenant}/time-entries/{code}
-
PUT
Update TimeEntry
/tenants/{tenant}/time-entries/{code}
-
PUT
Update TimeEntry
/tenants/{tenant}/time-entries/{code}
-
PUT
Update TimeEntry
/tenants/{tenant}/time-entries/{code}
-
DELETE
Delete TimeEntry
/tenants/{tenant}/time-entries/{code}
-
DELETE
Delete TimeEntry
/tenants/{tenant}/time-entries/{code}
-
DELETE
Delete TimeEntry
/tenants/{tenant}/time-entries/{code}
-
DELETE
Delete TimeEntry
/tenants/{tenant}/time-entries/{code}
-
GET
Export Time Entries
/tenants/{tenant}/time-entries/csv
-
GET
List Unbilled Time Clients
/tenants/{tenant}/time-entries/unbilled-clients
-
GET
List Unbilled Time Clients
/tenants/{tenant}/time-entries/unbilled-clients
-
GET
Get Expected Time
/tenants/{tenant}/time-entries/expected-minutes
-
GET
Get Expected Time
/tenants/{tenant}/time-entries/expected-minutes
-
GET
List Unpaid Time Users
/tenants/{tenant}/time-entries/unpaid-users
-
POST
Approve Time Payment
/tenants/{tenant}/time-entries/approve-payment
-
POST
Pay Time Entries
/tenants/{tenant}/time-entries/pay
-
GET
List Time Pay Runs
/tenants/{tenant}/time-entries/pay-runs
-
DELETE
Delete Time Pay Run
/tenants/{tenant}/time-entries/pay-runs/{code}
-
POST
Bill Time Entries
/tenants/{tenant}/time-entries/bill
-
POST
Bill Time Entries
/tenants/{tenant}/time-entries/bill
-
POST
Write Off Time Entries
/tenants/{tenant}/time-entries/write-off
-
POST
Write Off Time Entries
/tenants/{tenant}/time-entries/write-off
-
GET
Get Time Entry Allocations
/tenants/{tenant}/time-entries/{code}/allocations
-
GET
Get Time Entry Allocations
/tenants/{tenant}/time-entries/{code}/allocations
-
DELETE
Undo Time Entry Write-off
/tenants/{tenant}/time-entries/{code}/allocations/{allocationCode}
-
DELETE
Undo Time Entry Write-off
/tenants/{tenant}/time-entries/{code}/allocations/{allocationCode}
-
POST
Bill Clients Time
/tenants/{tenant}/time-entries/bill-clients
-
POST
Bill Clients Time
/tenants/{tenant}/time-entries/bill-clients
-
GET
Resolve Time Entry Rates
/tenants/{tenant}/time-entries/resolve-rates
-
GET
Resolve Time Entry Rates
/tenants/{tenant}/time-entries/resolve-rates
-
POST
Preview Rate Recalculation
/tenants/{tenant}/time-entries/rate-recalculation/preview
-
POST
Preview Rate Recalculation
/tenants/{tenant}/time-entries/rate-recalculation/preview
-
POST
Apply Rate Recalculation
/tenants/{tenant}/time-entries/rate-recalculation/apply
-
POST
Apply Rate Recalculation
/tenants/{tenant}/time-entries/rate-recalculation/apply
-
POST
Analyze Time CSV
/tenants/{tenant}/time-entries/import/csv/analyze
-
POST
Import Time CSV
/tenants/{tenant}/time-entries/import/csv
-
GET
List Practice Work Type Rates
/tenants/{tenant}/work-type-rates
-
GET
List Practice Work Type Rates
/tenants/{tenant}/work-type-rates
-
POST
Change Practice Work Type Rate
/tenants/{tenant}/work-type-rates
-
DELETE
Delete Practice Work Type Rate
/tenants/{tenant}/work-type-rates/{rateCode}
-
GET
Get time recording settings
/tenants/{tenant}/time-recording-settings
-
GET
Get time recording settings
/tenants/{tenant}/time-recording-settings
-
PUT
Update time recording settings
/tenants/{tenant}/time-recording-settings
-
PUT
Update time recording settings
/tenants/{tenant}/time-recording-settings
-
GET
Get Running Timer
/tenants/{tenant}/timer
-
GET
Get Running Timer
/tenants/{tenant}/timer
-
PUT
Start Running Timer
/tenants/{tenant}/timer
-
PUT
Start Running Timer
/tenants/{tenant}/timer
-
DELETE
Discard Running Timer
/tenants/{tenant}/timer
-
DELETE
Discard Running Timer
/tenants/{tenant}/timer
-
POST
Pause Running Timer
/tenants/{tenant}/timer/pause
-
POST
Pause Running Timer
/tenants/{tenant}/timer/pause
-
POST
Resume Running Timer
/tenants/{tenant}/timer/resume
-
POST
Resume Running Timer
/tenants/{tenant}/timer/resume
-
GET
List Running Timers
/tenants/{tenant}/timers
-
GET
List Running Timers
/tenants/{tenant}/timers
-
POST
Pause Running Timer By Code
/tenants/{tenant}/timers/{code}/pause
-
POST
Pause Running Timer By Code
/tenants/{tenant}/timers/{code}/pause
-
DELETE
Discard Running Timer By Code
/tenants/{tenant}/timers/{code}
-
DELETE
Discard Running Timer By Code
/tenants/{tenant}/timers/{code}
-
GET
List WorkingPatterns
/tenants/{tenant}/working-patterns
-
GET
List WorkingPatterns
/tenants/{tenant}/working-patterns
-
POST
Create WorkingPattern
/tenants/{tenant}/working-patterns
-
POST
Create WorkingPattern
/tenants/{tenant}/working-patterns
-
GET
Get WorkingPattern
/tenants/{tenant}/working-patterns/{code}
-
GET
Get WorkingPattern
/tenants/{tenant}/working-patterns/{code}
-
GET
Get WorkingPattern
/tenants/{tenant}/working-patterns/{code}
-
PUT
Update WorkingPattern
/tenants/{tenant}/working-patterns/{code}
-
PUT
Update WorkingPattern
/tenants/{tenant}/working-patterns/{code}
-
PUT
Update WorkingPattern
/tenants/{tenant}/working-patterns/{code}
-
DELETE
Delete WorkingPattern
/tenants/{tenant}/working-patterns/{code}
-
DELETE
Delete WorkingPattern
/tenants/{tenant}/working-patterns/{code}
-
DELETE
Delete WorkingPattern
/tenants/{tenant}/working-patterns/{code}
-
DELETE
Delete WorkingPattern
/tenants/{tenant}/working-patterns/{code}
-
GET
List WriteOffReasons
/tenants/{tenant}/write-off-reasons
-
GET
List WriteOffReasons
/tenants/{tenant}/write-off-reasons
-
POST
Create WriteOffReason
/tenants/{tenant}/write-off-reasons
-
POST
Create WriteOffReason
/tenants/{tenant}/write-off-reasons
-
GET
Get WriteOffReason
/tenants/{tenant}/write-off-reasons/{code}
-
GET
Get WriteOffReason
/tenants/{tenant}/write-off-reasons/{code}
-
GET
Get WriteOffReason
/tenants/{tenant}/write-off-reasons/{code}
-
PUT
Update WriteOffReason
/tenants/{tenant}/write-off-reasons/{code}
-
PUT
Update WriteOffReason
/tenants/{tenant}/write-off-reasons/{code}
-
PUT
Update WriteOffReason
/tenants/{tenant}/write-off-reasons/{code}
-
DELETE
Delete WriteOffReason
/tenants/{tenant}/write-off-reasons/{code}
-
DELETE
Delete WriteOffReason
/tenants/{tenant}/write-off-reasons/{code}
-
DELETE
Delete WriteOffReason
/tenants/{tenant}/write-off-reasons/{code}
-
DELETE
Delete WriteOffReason
/tenants/{tenant}/write-off-reasons/{code}
-
GET
Get Invite Codes
/users/invite-codes
-
GET
List Pending Invitations
/user-invitations
-
PUT
Process Invitation
/user-invitations
-
POST
Send Invitation
/user-invitations
-
POST
Create User Note
/tenants/{tenant}/user-notes
-
GET
Get User Note
/tenants/{tenant}/user-notes/{code}
-
PUT
Update User Note
/tenants/{tenant}/user-notes/{code}
-
DELETE
Delete User Note
/tenants/{tenant}/user-notes/{code}
-
GET
List My Teams
/tenants/{tenant}/teams/my
-
GET
List Teams
/tenants/{tenant}/teams
-
GET
List Teams
/tenants/{tenant}/teams
-
POST
Create Team
/tenants/{tenant}/teams
-
POST
Create Team
/tenants/{tenant}/teams
-
GET
Get Team
/tenants/{tenant}/teams/{code}
-
GET
Get Team
/tenants/{tenant}/teams/{code}
-
GET
Get Team
/tenants/{tenant}/teams/{code}
-
PUT
Update Team
/tenants/{tenant}/teams/{code}
-
PUT
Update Team
/tenants/{tenant}/teams/{code}
-
PUT
Update Team
/tenants/{tenant}/teams/{code}
-
DELETE
Delete Team
/tenants/{tenant}/teams/{code}
-
DELETE
Delete Team
/tenants/{tenant}/teams/{code}
-
DELETE
Delete Team
/tenants/{tenant}/teams/{code}
-
DELETE
Delete Team
/tenants/{tenant}/teams/{code}
-
GET
List Team Members
/tenants/{tenant}/teams/{code}/members
-
GET
List Team Members
/tenants/{tenant}/teams/{code}/members
-
POST
Add Team Members
/tenants/{tenant}/teams/{code}/members
-
POST
Add Team Members
/tenants/{tenant}/teams/{code}/members
-
POST
Add Team Members
/tenants/{tenant}/teams/{code}/members
-
DELETE
Remove Team Member
/tenants/{tenant}/teams/{code}/members/{userCode}
-
DELETE
Remove Team Member
/tenants/{tenant}/teams/{code}/members/{userCode}
-
GET
Get User View Preference
/tenants/{tenant}/user-view-preferences/{viewKey}
-
PUT
Upsert User View Preference
/tenants/{tenant}/user-view-preferences/{viewKey}
-
GET
Get current authenticated user
/users/me
-
POST
Resend email verification link
/users/email-verifications
-
GET
List TenantUsers
/tenants/{tenant}/users
-
GET
List TenantUsers
/tenants/{tenant}/users
-
POST
Create TenantUser
/tenants/{tenant}/users
-
GET
Get TenantUser
/tenants/{tenant}/users/{code}
-
GET
Get TenantUser
/tenants/{tenant}/users/{code}
-
GET
Get TenantUser
/tenants/{tenant}/users/{code}
-
PUT
Update TenantUser
/tenants/{tenant}/users/{code}
-
PUT
Update TenantUser
/tenants/{tenant}/users/{code}
-
PUT
Update TenantUser
/tenants/{tenant}/users/{code}
-
DELETE
Delete TenantUser
/tenants/{tenant}/users/{code}
-
DELETE
Delete TenantUser
/tenants/{tenant}/users/{code}
-
DELETE
Delete TenantUser
/tenants/{tenant}/users/{code}
-
DELETE
Delete TenantUser
/tenants/{tenant}/users/{code}
-
PATCH
Patch User
/tenants/{tenant}/users/{code}
-
PATCH
Patch User
/tenants/{tenant}/users/{code}
-
GET
List User Rates
/tenants/{tenant}/users/{userCode}/rates
-
GET
List User Rates
/tenants/{tenant}/users/{userCode}/rates
-
POST
Change User Rate
/tenants/{tenant}/users/{userCode}/rates
-
PUT
Update User Rate
/tenants/{tenant}/users/{userCode}/rates/{rateCode}
-
DELETE
Delete User Rate
/tenants/{tenant}/users/{userCode}/rates/{rateCode}
-
GET
List Team Member Work Type Rates
/tenants/{tenant}/work-type-rates/team-members
-
GET
List Team Member Work Type Rates
/tenants/{tenant}/work-type-rates/team-members
-
GET
List User Work Type Rates
/tenants/{tenant}/users/{userCode}/work-type-rates
-
GET
List User Work Type Rates
/tenants/{tenant}/users/{userCode}/work-type-rates
-
POST
Change User Work Type Rate
/tenants/{tenant}/users/{userCode}/work-type-rates
-
DELETE
Delete User Work Type Rate
/tenants/{tenant}/users/{userCode}/work-type-rates/{rateCode}
-
GET
List Pending Workflow Steps
/tenants/{tenant}/pending-workflow-steps
-
GET
List Pending Workflow Steps
/tenants/{tenant}/pending-workflow-steps
-
PATCH
Bulk Update Workflow Steps
/tenants/{tenant}/pending-workflow-steps
-
PATCH
Bulk Update Workflow Steps
/tenants/{tenant}/pending-workflow-steps
-
GET
List Workflows
/tenants/{tenant}/workflows
-
GET
List Workflows
/tenants/{tenant}/workflows
-
POST
Create Workflow
/tenants/{tenant}/workflows
-
POST
Create Workflow
/tenants/{tenant}/workflows
-
GET
Get Workflow
/tenants/{tenant}/workflows/{code}
-
GET
Get Workflow
/tenants/{tenant}/workflows/{code}
-
GET
Get Workflow
/tenants/{tenant}/workflows/{code}
-
PUT
Update Workflow
/tenants/{tenant}/workflows/{code}
-
PUT
Update Workflow
/tenants/{tenant}/workflows/{code}
-
PUT
Update Workflow
/tenants/{tenant}/workflows/{code}
-
DELETE
Delete Workflow
/tenants/{tenant}/workflows/{code}
-
DELETE
Delete Workflow
/tenants/{tenant}/workflows/{code}
-
DELETE
Delete Workflow
/tenants/{tenant}/workflows/{code}
-
DELETE
Delete Workflow
/tenants/{tenant}/workflows/{code}
-
GET
List Library Workflows
/tenants/{tenant}/workflows/library
-
GET
List Library Workflows
/tenants/{tenant}/workflows/library
-
GET
Get Library Workflow
/tenants/{tenant}/workflows/library/{code}
-
GET
Get Library Workflow
/tenants/{tenant}/workflows/library/{code}
-
PUT
Revert Workflow to Library
/tenants/{tenant}/workflows/{code}/library-version
-
PUT
Revert Workflow to Library
/tenants/{tenant}/workflows/{code}/library-version
-
POST
Import from Library
/tenants/{tenant}/workflows/library/{libraryCode}/import
-
POST
Import from Library
/tenants/{tenant}/workflows/library/{libraryCode}/import
-
POST
Import Workflows from Library
/tenants/{tenant}/workflows/library/import
-
POST
Import Workflows from Library
/tenants/{tenant}/workflows/library/import
-
POST
Generate Workflow
/tenants/{tenant}/workflows/generate
-
POST
Generate Workflow
/tenants/{tenant}/workflows/generate
-
POST
Preview Step Email
/tenants/{tenant}/workflows/preview-step-email
-
POST
Preview Step Email
/tenants/{tenant}/workflows/preview-step-email
-
POST
Preview Step Email
/tenants/{tenant}/workflows/preview-step-email
-
POST
Preview Step Email
/tenants/{tenant}/workflows/preview-step-email
-
GET
Get Working Days Settings
/tenants/{tenant}/working-days
-
PUT
Update Working Days Settings
/tenants/{tenant}/working-days
-
PUT
Update Working Days Settings
/tenants/{tenant}/working-days
-
GET
List Bank Holidays
/tenants/{tenant}/bank-holidays