Tenant API v1 — Financial Reports

Base path: /api/tenant/v1

Middleware: auth:tenant-api, tenant.user, not.suspended, verified, module:financial-reports, can:financial-reports.view.

Requires the Accounting module to be entitled (hard Marketplace dependency).

Method	Path	Query
GET	/financial-reports/trial-balance	as_of
GET	/financial-reports/trial-balance/export	as_of
GET	/financial-reports/profit-and-loss	from, to
GET	/financial-reports/profit-and-loss/export	from, to
GET	/financial-reports/balance-sheet	as_of
GET	/financial-reports/balance-sheet/export	as_of
GET	/financial-reports/aged-receivables	as_of

All reports aggregate posted journal lines only (status void excluded). Balance sheet includes a synthetic Net Income equity line for fiscal YTD through as_of (zero after a proper year-end close). Aged receivables uses historical open balances (invoice total less payments and applied credits dated on or before as_of). Each aged receivables row includes contact_id / contact_name / company_id / company_name when linked so clients can deep-link to the party or filtered invoice list.

*/export routes stream CSV with the same filters as the JSON report.