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How to get account balance at specific date

I'm trying to retrieve balances for accounts at a specific date, but I can't figure out how to do it. I can call Account_GetBalance for a single account, or Account_GetDataArray for a list of accounts, but neither of those methods take a date as parameter. I tried Account_GetEntryTotalsByDate, and specified a date far into the past as starting date, but I got the error message that both the first and last dates must be within the same accounting year. The only way I've figured out to get balances by date is to get entry totals for each accounting year up to the date I want, and sum the totals manually. And that seems like a lot of work, not to mention superfluous network traffic. Am I missing something fundamental? It seems like a very basic operation to get an account balance at a specified time.

I'm using the SOAP api directly (from Ruby).


Mats Sigge
created Nov 10, 2013 by matssigge
0% Accept Rate
Q 1 A 0 C 0

1 Answer

Hi Mats,

We are sorry, but this is not possible. We only save the current balance for accounts.

Best regards,

Morten Schmidt, API Support
answered Nov 14, 2013 by Morten Schmidt
Visma e-conomic A/S