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API referenceReports

Get key figures

Needs a token with the read:reports scope. Authentication

Try in Playground sends a real request to app.helvetly.com with a token you paste. It stays in this browser tab only (session storage) and goes to no one else.

GET
/api/v1/reports/key-figures

Outstanding, paid, overdue, spending, VAT to reclaim and cash flow in one currency.

Authorization

bearerAuth
headerAuthorizationBearer <token>

A personal API token, hvt_…, with scopes such as read:* or write:invoices

Query Parameters

currency?string

ISO code; default the invoice settings' currency, else CHF.

Match^[A-Z]{3}$

Response Body

OK

application/json
  1. response

Key figures in one currency, in major units (JSON numbers). Invoice figures stay 0 without read access to invoices, expense figures without read access to expenses.

currency*string
currencies*array<string>
outstanding*number
open_count*integer
paid_this_month*number
paid_change*number
overdue_count*integer
invoice_count*integer
avg_days_to_pay*number
collection_rate*number
spent_this_month*number
vat_to_reclaim*number
pending_count*integer
expense_count*integer
receipts_matched*number
trends*
cash_flow*

Keys 30d, 90d and 12m.

unread*
Example Request
curl -X GET 'https://app.helvetly.com/api/v1/reports/key-figures'
Example Response
{  "currency": "string",  "currencies": [    "string"  ],  "outstanding": 0,  "open_count": 0,  "paid_this_month": 0,  "paid_change": 0,  "overdue_count": 0,  "invoice_count": 0,  "avg_days_to_pay": 0,  "collection_rate": 0,  "spent_this_month": 0,  "vat_to_reclaim": 0,  "pending_count": 0,  "expense_count": 0,  "receipts_matched": 0,  "trends": {    "outstanding": [      0    ],    "paid": [      0    ],    "spent": [      0    ],    "vat": [      0    ]  },  "cash_flow": {    "property1": [      {        "date": "2019-08-24",        "income": 0,        "expenses": 0      }    ],    "property2": [      {        "date": "2019-08-24",        "income": 0,        "expenses": 0      }    ]  },  "unread": {    "notifications": 0,    "inbox": 0  }}