{"openapi":"3.1.0","info":{"title":"API Documentation"},"tags":[{"name":"Activities","description":"Activities in Productive track changes made to various objects across the platform. Whenever an object is created, updated, or deleted, a new activity is logged. This activity records the type of change, the specific data that was modified, as well as the actor who made the change and the exact timestamp when it occurred.\n\nThese activities are primarily used in Feeds for different objects, such as Tasks, Projects, People and other.\n\n_Note:_ Activities are created for most, but not all, objects in Productive."},{"name":"Approval Policy","description":"Approval policies define who approves time entries, absences, or expenses. Configures the set of approvers and whether all approvers must approve (unanimous) or any single approver is sufficient."},{"name":"Approval Policy Assignment","description":"**Approval policy assignments** link an approval policy to a person, determining who approves their time entries, expenses, or absence requests. Each person can have different policies for different approval types.\n\nManage assignments to configure the approval chain for individuals across your organization."},{"name":"Approval Workflow","description":"The ApprovalWorkflow entity serves as the core component of the [ApprovalPolicy](https://developer-staging.productive.io/approval_policies.html#approval-policies) object. It defines and manages information about approvers and subscribers, including the explicit and dynamic approvers and subscribers.\nExplicit approvers or subscribers can be assigned using the `approver_ids` or `subscriber_ids` arrays, which contain the IDs of the respective person objects designated as approvers or subscribers. Dynamic approvers and subscribers can be configured using the `dynamic_approvers_ids` or `dynamic_subscriber_ids` arrays, which include the ID of one of the following options:\n- Manager (id: 1) – The person's manager is automatically assigned as the approver or subscriber for the corresponding request.\n\nWhen creating an approval workflow, it is necessary to define the `approval_requirement_id`, which determines whether approval is required for the corresponding requests and, if so, it defines the level of the needed approval. The available values for `approval_requirement_id` are:\n- `approval_requirement_id: 1` - None -\u003e No approval is required for the request to be considered approved.\n- `approval_requirement_id: 2` - Any of the listed approvers -\u003e Approval from at least one approver is sufficient for the request to be considered approved.\n- `approval_requirement_id: 3` - All listed approvers -\u003e Approval from all listed approvers is required for the request to be considered approved.\n\nFollowing diagram shows approval workflows in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\napproval_policy: Approval Policy\napproval_workflows: Approval Workflows {\n class: primary\n}\napproval_policy_assignment: Approval Policy Assignment\nperson: Person\n\n# define connections\nperson -\u003e approval_policy_assignment\napproval_policy -\u003e approval_policy_assignment\napproval_policy -\u003e approval_workflows\n```"},{"name":"Attachments","description":"The attachment object represents files such as images, PDFs and documents that can be assigned to other objects. These include, but are not limited, to tasks, comments, expenses and purchase orders. With attachments, users can provide relevant information, resources and additional context for related objects.\n\nYou can find more about attachments in our Help documentation: [Working with attachments](https://help.productive.io/en/articles/2179672-working-with-attachments)\n\nFor more details on how to work with attachment files through our API please refer to [Working with attachments](https://developer.productive.io/working_with_attachments.html#working_with_attachments) guide."},{"name":"Automatic Invoicing Rules","description":"**Automatic invoicing rules** define conditions under which invoices are generated automatically from budget services — on time-based schedules, milestone completion, or budget consumption thresholds.\n\nUse these endpoints to configure recurring or event-driven billing without manual invoice creation."},{"name":"BankAccounts","description":"**Bank accounts** store payment destination details for subsidiaries, displayed on invoices and financial documents. They contain IBAN, SWIFT/BIC, bank name, and account number fields.\n\nManage which bank accounts are associated with each subsidiary to control what payment information appears on client-facing documents."},{"name":"Bills","description":"Receipt records against a purchase order tracking vendor deliveries. Each bill captures the invoice number, date, due date, description, and amounts received. Bill items link PO expenses to received quantities."},{"name":"Boards","description":"The Board object represents a board within the project management system. It sits between Projects and Task lists, meaning it belongs to a project and contains multiple task lists.\n\nIn the application, `boards` are currently referred to as `folders`.\n\nYou can find out more about boards in our Help documentation: [Boards](https://help.productive.io/en/articles/2179655-multiple-boards)\n\nFollowing diagram shows boards in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nproject: Project\nboard: Board {\n class: primary\n}\ntask_list: Task list\ntask: Task\ncomments: Comments\nsubtasks: Subtasks\ntodos: Todos\n\n# define connections\nproject -\u003e board -\u003e task_list -\u003e task\ntask -\u003e comments\ntask -\u003e subtasks\ntask -\u003e todos\n```"},{"name":"Bookings","description":"The Booking object represents a scheduled time allocation for a person, serving as a core component for tracking time, managing availability, and organizing resource allocation. There are two main types of bookings:\n\n1. Budget bookings - where a person is allocated to work on a specific deal/budget. These bookings are linked to a [service](https://developer.productive.io/services.html#services) object, which represents the actual work being done.\n\n2. Absence bookings - which track time off and remote work absences. These bookings are linked to an [event](https://developer.productive.io/events.html#events) object, representing the type of absence (time off or remote work).\n\nEach booking method defines how time is allocated and requires specific attributes to be set: Per day (requires `hours` and `time` attributes to specify hours and time for each day), Percentage (requires `percentage` attribute to allocate a portion of a person's available time) and Total hours (requires `total_time` attribute to specify the total amount of hours for the selected period).\n\nBookings can have different states depending on their type:\n- Budget bookings can be either Tentative (when there's a possibility of the time allocation but it's not yet confirmed, indicated by `draft: true`) or Confirmed\n- Absence bookings go through an approval workflow with the following states: Pending (waiting for approval), Approved, Rejected (with a reason), or Canceled (if cancelled after submitting for approval)\n\nBookings can also be customized with custom fields to store additional information about booking. Custom fields allow you to add custom attributes or any other metadata relevant to your booking workflow. For more details on how to work with custom fields please refer to [Working with custom fields](https://developer.productive.io/working_with_custom_fields.html#working_with_custom_fields) guide.\n\nThe following diagram shows bookings in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n*: {\n class: default\n}\n\n# Define actors\nperson: Person\nservice: Service\nevent: Event\nbooking: Booking {\n class: primary\n}\n\n# Define connections\nperson -\u003e booking\nservice -\u003e booking\nevent -\u003e booking\n```"},{"name":"Comments","description":"Comments on tasks, deals, companies, persons, pages, projects, purchase orders, and invoices. Supports rich text with @mentions, emoji reactions, pinning, and edit history. Comments appear in the activity feed of the parent resource."},{"name":"Companies","description":"Company resources are used to keep track of clients and manage their associated deals, budgets, contacts (people) and projects.\nMore information about Companies can be found in our Help documentation: [Adding Client Companies](https://help.productive.io/en/articles/2179668-adding-client-companies).\n\nThe `/companies` endpoint allows you to create, update, delete, archive or unarchive (restore) Companies.\n\nThe following diagram shows Companies in our data hierarchy:\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\ncompany: Company {\n class: primary\n}\ndeals: Deals\nprojects: Projects\npeople: People\nsubsidiary: Subsidiary\n\n# define connections\ncompany -\u003e deals\ncompany -\u003e projects\ncompany -\u003e people\ncompany \u003c- subsidiary\n```\n\nSince companies can have custom fields, please refer to the [Working with custom fields](https://developer.productive.io/working_with_custom_fields.html#working_with_custom_fields) guide for more details on how to work with them."},{"name":"Contact Entries","description":"Contact information records (email, phone, website, postal address) for companies and people. Multiple contact entries can be attached to a single company or person, each with a type (e.g. work, personal) and optional billing-specific fields."},{"name":"Contracts","description":"For more details on contracts please refer to the [help article](https://help.productive.io/en/articles/2179582-recurring-budgets).\n\nThe contract object represents recurring financial commitments such as recurring budgets. Recurring commitments are either created automatically or triggered manually.\n\nPlease note that we rate limit POST requests for generating recurring budgets to 50 requests per minute."},{"name":"Custom Field Options","description":"Custom field options define the choices available for custom fields with the select or multiple select data types.\n\nFollowing diagram shows custom field options in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\ncustom_field: Custom Field\ncustom_field_options: Custom Field Options {\n class: primary\n}\n\n# define connections\ncustom_field -\u003e custom_field_options\n```"},{"name":"Custom Field Section","description":"CustomFieldSection is an entity that serves as a container for employee custom fields, enabling the grouping of those fields. Also in this way, employee custom fields cannot exist without belonging to a section.\nEach employee custom field belongs to a specific section and has section_id set, while one section contains several possible employee custom fields.\n\nFor more details on how to work with custom fields please refer to [Working with custom fields](https://developer.productive.io/working_with_custom_fields.html#working_with_custom_fields) guide.\n\nFollowing diagram shows custom field sections in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n*: {\n class: default\n}\n\n# Define actors\ncustom_field_section: Custom Field Section {\n class: primary\n}\ncustom_fields: Custom Fields\n\n# define connections\ncustom_field_section -\u003e custom_fields\n```"},{"name":"Custom Fields","description":"Custom fields allow you to use unique categorizations that are not available in Productive's default settings, allowing you to organize data based on your specific criteria and use it throughout the app.\n\nFor more details on how to work with custom fields please refer to [Working with custom fields](https://developer.productive.io/working_with_custom_fields.html#working_with_custom_fields) guide.\n\n### Aggregation type\nThe `aggregation_type_id` attribute can have one of the following integer values:\n\n- 1 (sum)\n- 2 (avg)\n\n### Customizable type\nThe `customizable_type` attribute can have one of the following string values:\n\n- deals\n- projects\n- companies\n- budgets\n- invoices\n- tasks\n- projects\n- bookings\n- project_expenses\n- services\n- employees\n- contacts\n- pages\n- survey_responses\n\n### Data type\nThe `data_type_id` attribute can have one of the following integer values:\n\n- 1 (Text field)\n- 2 (Number field)\n- 3 (Select field)\n- 4 (Date field)\n- 5 (Multiple select field)\n- 6 (Person field)\n- 7 (Attachment field)\n\n### Formatting type\nThe `formatting_type_id` attribute can have one of the following integer values:\n\n- 1 (decimal)\n- 2 (percentage)"},{"name":"Custom domains","description":"**Custom domains** allow organizations to send transactional emails (invoices, proposals, notifications) from their own domain rather than a Productive-managed address.\n\nConfigure and verify DNS records (`SPF`, `DKIM`, `MX`) for your domain through these endpoints. A verified custom domain improves email deliverability and reinforces brand identity."},{"name":"Dashboards","description":"The Dashboard object represents the main component of the dashboard system.\n\nIt functions as a container for Widgets, enabling users to edit and arrange them as needed, allowing you to have all essential information in one place.\n\nYou can find out more about dashboards in our Help documentation for [Dashboards](https://help.productive.io/en/articles/6423123-dashboards)\n"},{"name":"Deal Cost Rates","description":"For an overview of deal cost rates please refer to the [help article](https://help.productive.io/en/articles/8795140-custom-cost-rates-on-budgets-and-deals).\n\nBesides having default [cost rates](https://help.productive.io/en/articles/2179644-understanding-and-setting-up-cost-rates-in-productive) for the team,\na custom cost rate for specific deal or budget can be set, which will override the default value.\nOnly one per person, per deal can be created.\n\nFollowing depicts the Deal cost rate entity relationship diagram:\n\n```d2\n...@template\n*: {\n class: default\n}\n\n# Define actors\ndeal: Deal / Budget\nperson: Person\ndeal_cost_rate: DealCostRate {\n class: primary\n}\n\ndeal -\u003e deal_cost_rate \u003c- person\n```"},{"name":"Deal Statuses","description":"Pipeline stages defining deal outcomes. Each status belongs to a pipeline and has an outcome category (open, won, lost, or delivered). Statuses can enable time tracking, expense tracking, booking tracking, and probability estimation."},{"name":"Deals","description":"This endpoint contains both `budgets` and `deals`.\nWhen creating a new record, a budget or deal will be created based on the `budget` attribute in the request.\nIf the request does not contain the `budget` attribute or has `budget: false` the new record will be a deal.\nIf the request has `budget: true` the new record will be a budget.\n\nFor more details on how to work with custom fields please refer to [Working with custom fields](https://developer.productive.io/working_with_custom_fields.html#working_with_custom_fields) guide."},{"name":"Deleted Items","description":"The Deleted item object represents an deleted object (e.g., Task, Project, Doc) that can be found in the Recycle bin.\n\nDeleted items can be restored, meaning the object they reference will be restored and it will disappear from the Recycle bin.\nThey can also be permanently deleted, meaning the object they reference will no longer be able to be retrieved from the Recycle bin.\n\nYou can find out more about Recycle bin in our Help documentation for [Recycle bin](https://help.productive.io/en/articles/5609401-recycle-bin)"},{"name":"Discussions","description":"Discussion is a thread of comments related to the highlighted part of docs (page) content."},{"name":"Document Styles","description":"**Document styles** control the visual presentation of generated PDFs — fonts, colors, logos, and layout settings. They are applied to document types to produce consistently branded, client-facing documents.\n\nUpdate a style to propagate branding changes across all documents that reference it."},{"name":"Document Types","description":"**Document types** are PDF templates used to generate financial documents — invoices, proposals, and purchase orders. They define content blocks, layout, and branding applied when rendering documents.\n\nAssign document types to subsidiaries to set the default template for generated PDFs."},{"name":"E-invoice Identities"},{"name":"Emails","description":"**Emails** synced from external providers (Gmail, Outlook) and linked to deals, contacts, projects, or tasks. They surface client communication history directly within Productive for CRM context.\n\nList and retrieve email threads associated with records through these endpoints."},{"name":"Entitlements","description":"Time-off balances for a person. Tracks allocated, used, and pending (approved but not taken) days for a specific absence category (event) and period. Updated automatically as bookings and approvals are processed."},{"name":"Events","description":"Event resources represent Absence categories. More information about the Absence categories can be found in our Help documentation: [Configuring Your Time Off Settings](https://help.productive.io/en/articles/3154360-configuring-your-time-off-settings).\n\nThe `/events` endpoint allows you to create, update, delete, archive or unarchive (restore) Events.\n\nThe following diagram shows Events in our data hierarchy:\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nevent: Event {\n class: primary\n}\nbookings: Bookings\nentitlements: Entitlements\napproval_workflows: Approval Workflows\n\n# define connections\nevent -\u003e bookings\nevent -\u003e entitlements\nevent -\u003e approval_workflows\n```\n\nFor limited Events, absence bookings can only be created if the assignee has sufficient available hours or days defined via [Entitlements](https://developer.productive.io/entitlements.html#entitlements).\nApprovers and subscribers for a Person’s absence booking on a specific Event can be managed through [ApprovalWorkflows](https://developer.productive.io/approval_workflows.html#approval-workflows).\n\nAlso, we differentiate between time off (e.g. vacation, sick leave) and remote work (e.g. work from home) events. This is defined via the `absence_type` attribute.\nIt is possible to change an event from the `remote_work` to the `time_off` absence type and vice versa, but please note that remote work events will always have the Unpaid event type.\n\nFor more details on how to work with remote work events, please refer to the [Remote Work](https://help.productive.io/en/articles/11026966-remote-work-beta) help article."},{"name":"Exchange Rates","description":"**Exchange rates** define currency conversion ratios applied across financial calculations in Productive — used when converting budget amounts, costs, and revenues between currencies in multi-currency organizations.\n\nQuery exchange rates to understand the conversions applied to financial data for a given date."},{"name":"Expenses","description":"For an overview of expenses please refer to the [help article](https://help.productive.io/en/articles/9154726-expenses-admin-overview)\nExpenses in productive are additional costs related to your budgets and deals.\nAn expense always belongs to a service which in turn always belongs to a budget or deal.\nAn expense can also belong to a Purchase Order (when it's on a budget service), but that is not mandatory.\n\nFollowing diagram shows expenses in our data hierarchy:\n\n```d2\n...@template\n*: {\n class: default\n}\n\n# Define actors\nbudget: Budget / Deal\nservice: Service\npurchase_order: Purchase Order\nexpense: Expense {\n class: primary\n}\n\nbudget -\u003e service -\u003e expense\nbudget -\u003e purchase_order -\u003e expense: {\n style: {\n stroke: black\n stroke-dash: 5\n }\n}\n```\n\nExpenses support attachments and custom fields."},{"name":"Expenses - Bulk","description":"**Bulk expense operations** allow creating or updating multiple expense records in a single request — useful for high-volume import workflows where individual API calls would be impractical.\n\nBulk operations follow the same validation rules as single-record endpoints."},{"name":"Filters","description":"Filters records are used to save the setup of your views, reports and widgets across Productive."},{"name":"Folders","description":"The Folder object represents a folder within the project management system. It sits between Projects and Task lists, meaning it belongs to a project and contains multiple task lists.\n\nYou can find out more about folders in our Help documentation: [Folders](https://help.productive.io/en/articles/2179655-multiple-boards)\n\nFollowing diagram shows folders in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nproject: Project\nfolder: Folder {\n class: primary\n}\ntask_list: Task list\ntask: Task\ncomments: Comments\nsubtasks: Subtasks\ntodos: Todos\n\n# define connections\nproject -\u003e folder -\u003e task_list -\u003e task\ntask -\u003e comments\ntask -\u003e subtasks\ntask -\u003e todos\n```"},{"name":"Holiday calendars","description":"For more details on how to work with holiday calendars and holidays, please refer to [Holidays Settings](https://help.productive.io/en/articles/2179650-holidays-settings) article.\nHoliday calendar is an entity that represents an outer container for multiple holidays.\nHolidays within the calendar define the persons availability and capacity on a particular date. For more details on how to work with holidays, please refer to [Holidays](https://developer.productive.io/holidays.html#holidays) documentation.\nA holiday calendar is associated with person's cost rate (salary). Each cost rate has exactly one holiday calendar.\nYou can find more about relationship between cost rates and holiday calendars in our help documentation: [Understanding and Setting Up Cost Rates in Productive](https://help.productive.io/en/articles/2179644-understanding-and-setting-up-cost-rates-in-productive).\n\nThe following diagram shows holiday calendars in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nperson: Person\nholiday_calendar: Holiday Calendar {\n class: primary\n}\nsalaries: Salaries\nholidays: Holidays\n\n# define connections\nperson -\u003e salaries\nholiday_calendar -\u003e salaries\nholiday_calendar -\u003e holidays\n```"},{"name":"Holidays","description":"For more details on how to work with holidays please refer to: [Holidays Settings](https://help.productive.io/en/articles/2179650-holidays-settings). \nThe Holiday entity represents a specific holiday that can be defined within the holiday calendar. One holiday calendar includes multiple holidays. \nThe primary function of the holiday entity is to define an employee's availability on a specific calendar date based on their defined cost rate ([Salary entity](https://developer-staging.productive.io/salaries.html#salaries)).\n\nYou can find out more about how holidays affect availability and capacity in our Help article: [Capacity vs. Availability: What You Need To Know](https://help.productive.io/en/articles/2651833-capacity-vs-availability-what-you-need-to-know)\n\nThe following diagram shows holidays in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nperson: Person\nholiday_calendar: Holiday Calendar\nsalaries: Salaries\nholidays: Holidays {\n class: primary\n}\n\n# define connections\nperson -\u003e salaries\nholiday_calendar -\u003e salaries\nholiday_calendar -\u003e holidays\n```"},{"name":"Integration Exporter Configuration","description":"**Integration exporter configurations** define how data is exported from Productive to external accounting and ERP systems, storing connection credentials, entity mappings, and export preferences per integration type.\n\nUse these endpoints to set up and maintain accounting sync pipelines for QuickBooks, Xero, or NetSuite."},{"name":"Integrations","description":"**Integrations** connect Productive to external systems — accounting software, SSO providers, and communication tools. Manage settings, credentials, and sync configuration for each connected service.\n\nSupported integrations include QuickBooks, Xero, NetSuite, Slack, and SAML-based single sign-on."},{"name":"Invitations","description":"**Invitations** allow existing users to invite new members to join an organization in Productive.\n\nManage pending invitations, resend emails, and revoke outstanding invites. Accepting an invitation creates a new user account and organization membership for the invitee."},{"name":"Invoice Attributions","description":"An invoice attribution object represents a link between a budget and an invoice.\n\nFollowing diagram shows invoice attributions in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nbudget: Budget\ninvoice1: Invoice\ninvoice2: Invoice\ninvoice_attribution1: Invoice Attribution {\n class: primary\n}\ninvoice_attribution2: Invoice Attribution {\n class: primary\n}\n\n# Define connections\nbudget -\u003e invoice_attribution1\ninvoice1 -\u003e invoice_attribution1\nbudget -\u003e invoice_attribution2\ninvoice2 -\u003e invoice_attribution2\n```\n\n### Related resources\n- [Deals (Budget)](https://developer.productive.io/deals.html#deals)\n- [Invoice](https://developer.productive.io/invoice_attributions.html#invoices)"},{"name":"Invoice Templates","description":"**Invoice templates** (document types) define the layout, content, and branding for PDF-generated invoices and financial documents — controlling headers, footers, logos, and displayed fields.\n\nAssign templates to subsidiaries to produce consistently branded, client-facing billing documents."},{"name":"Invoices","description":"For more details on how to work with custom fields please refer to [Working with custom fields](https://developer.productive.io/working_with_custom_fields.html#working_with_custom_fields) guide.\n\nThe invoice object represents the main building block of the invoicing module.\n\nYou can find out more about invoicing in our Help documentation: [Creating and Managing Invoices](https://help.productive.io/en/collections/8956111-creating-and-managing-invoices)\n\nFollowing diagram shows invoices in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nbudget1: Budget\nbudget2: Budget\ninvoice_attribution1: \"Invoice Attribution\"\ninvoice_attribution2: \"Invoice Attribution\"\ninvoice_attribution3: \"Invoice Attribution\"\ninvoice2: Invoice {\n class: primary\n}\ninvoice3: Invoice {\n class: primary\n}\nline_item1: \"Line Item\"\nline_item2: \"Line Item\"\nline_item3: \"Line Item\"\ntax_rate1: \"Tax Rate\"\ntax_rate2: \"Tax Rate\"\ntax_rate3: \"Tax Rate\"\n\n# Define connections\nbudget1 -\u003e invoice_attribution1 \u003c-\u003e invoice2 -\u003e line_item1 -\u003e tax_rate1\nbudget2 -\u003e invoice_attribution2 \u003c-\u003e invoice2 -\u003e line_item2 -\u003e tax_rate2\nbudget2 -\u003e invoice_attribution3 \u003c-\u003e invoice3 -\u003e line_item3 -\u003e tax_rate3\n```\n\n\n### Tax changes\nOn September 3, 2024, we've released new Tax rates system. That means that `tax1_name`, `tax1_value`, `tax2_name` and `tax2_value` attributes on Invoice object are no longer in use. You should, however, use `tax_rate_id` attribute on Line item objects to achieve the same goal. You can read more about this in [LineItems endpoint](https://developer.productive.io/line_items.html#header-setting-tax-data) documentation.\n\n### Related resources\n- [Deals (Budget)](https://developer.productive.io/deals.html#deals)\n- [Invoice Attributions](https://developer.productive.io/invoice_attributions.html#invoice-attributions)\n- [Line Items](https://developer.productive.io/line_items.html#line-items)"},{"name":"Line Items","description":"A line item is a component of an invoice which represents an individual entry that details a specific good or service provided by the seller to the buyer.\n\nTo find out more about managing invoices and line items, visit our Help documentation: [Creating and Managing Invoices](https://help.productive.io/en/collections/8956111-creating-and-managing-invoices).\n\nFollowing diagram shows line items in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n*: {\n class: default\n}\n\n# Define actors\ninvoice1: Invoice\nline_item1: Line Item {\n class: primary\n}\nline_item2: Line Item {\n class: primary\n}\ntax_rate1: Tax Rate\ntax_rate2: Tax Rate\nservice: Service\nservice_type: Service Type\n\n# Define connections\ninvoice1 -\u003e line_item1 -\u003e tax_rate1\ninvoice1 -\u003e line_item2 -\u003e tax_rate2\nline_item2 -\u003e service\nline_item2 -\u003e service_type\n```\n\n### Setting tax data\n\nIn an old workflow, adding tax data to a line item requires two values: `tax_name` and `tax_value`. For example, if you wanted to add a VAT 15%, you would send `tax_name: ‘VAT’` and `tax_value: 15`.\n\nIn a new workflow (available for customers on our BETA program for now), you should send `tax_rate_id` instead, which points to a Tax rate object. So, in order to set VAT 15% to your line item, you would first need to have a tax rate object with those values and then send its ID to the desired line item."},{"name":"Line Items - Bulk"},{"name":"Lost Reasons","description":"**Lost reasons** are labels that explain why a deal was marked as lost in the CRM pipeline.\n\nCreate and manage the set of available options for your organization. Attaching a lost reason to a closed deal helps track pipeline health and surface patterns in lost opportunities."},{"name":"Memberships","description":"Working with memberships:\n\nMembership objects are used for managing access to different resources in Productive. Currently it is used to manage access to projects, docs, dashboards, task views and deals.\n\n### Resources accessible via memberships\n\nDepending on the resource you are giving access for, different attribute is required. Here is a list of resources that can be used with memberships and their required attributes:\n\n| Resource | Required attributes |\n|-----------|---------------------|\n| Project | `project_id` |\n| Doc | `page_id` |\n| Dashboard | `dashboard_id` |\n| Task view | `filter_id` |\n| Deal | `deal_id` |\n| Pulse | `pulse_id` |\n\n### Membership types\n\nThere are three types of membership:\n- `type_id: 1`, **person** -\u003e gives access to a specific person\n- `type_id: 2`, **dynamic_group** -\u003e gives access to a system predefined group of people\n- `type_id: 3`, **team** -\u003e gives access to a team\n\nWhen working with memberships, depending on the type of membership, different attributes should be sent. For person membership, you need to provide `person_id`, for dynamic group membership, you need to provide `dynamic_group_id`, and for team membership, you need to provide `team_id`.\n\n\n### Dynamic groups\n\nDynamic groups are predefined groups of people that are created based on the person role and person assignment. There are five types of dynamic groups:\n- `dynamic_group_id: 2` - **employees** -\u003e all employees in the organization\n- `dynamic_group_id: 6` - **project_members** -\u003e all members of a resource's project\n- `dynamic_group_id: 8` - **project_manager** -\u003e project manager of a resource's project\n- `dynamic_group_id: 9` - **deal_owner** -\u003e owner of a deal\n- `dynamic_group_id: 10` - **users_that_can_manage_project** -\u003e all users who are members of a resource's project and have the `Add, edit, and delete projects` permission\n\nWhen creating a membership for a dynamic group, you need to provide `dynamic_group_id`.\nDepending on the target resource you are giving access to, different dynamic groups are available, `dynamic_group_id` available for:\n- **Project** membership: 2\n- **Doc** membership\n - if Doc is on a project: 2, 6, 8\n - if Doc is not on a project: 2\n- **Dashboard** membership\n - if Dashboard is on a project: 2, 6, 8, 10\n - if Dashboard is not on a project: 2\n- **Deal** membership: 2, 6, 8, 9\n- **Task view** membership: 2\n\n\n### Access levels\n\nThere are multiple access levels membership can have:\n- `access_type_id: 1` - full -\u003e can edit and delete resource\n- `access_type_id: 2` - edit -\u003e can edit resource\n- `access_type_id: 3` - view -\u003e can only view resource\n- `access_type_id: 4` - comment -\u003e can comment on resource\n- `access_type_id: 5` - member -\u003e marks a subject as a member of a resource\n\nMore about **member access**:\nMember access is used for resources where there is no need for different levels (projects, deals). Those resources use only one access type and that is member access.\nHaving member access means you are a member of a resource.\n\nDepending on the target resource you are giving access to, different access levels are available:\n- **Project** memberships use level: 5\n- **Doc** memberships use levels: 1, 2, 3, 4\n- **Dashboard** memberships use levels: 1, 3\n- **Deal** memberships use level: 5\n- **Task view** memberships use level: 1, 3\n- **Pulse** memberships use level: 1\n\n### Examples of creating membership\n\n**Example 1**: creating a membership for a person on a project\n\n`POST https://api.productive.io/api/v2/memberships`\n\n```\n{\n \"data\": {\n \"attributes\": {\n \"type_id\": 1,\n \"person_id\": 123,\n \"access_type_id\": 5,\n \"project_id\": 321\n },\n \"type\": \"memberships\"\n }\n}\n```\n\nExplanation of the example:\n- `type_id: 1` - membership is for a person\n- `person_id: 123` - person with id: 123 is getting access\n- `access_type_id: 5` - person is getting member access\n- `project_id: 321` - person is getting access to project with id: 321\n\n\n**Example 2**: creating full access membership for an employees dynamic group on a dashboard\n\n`POST https://api.productive.io/api/v2/memberships`\n\n```\n{\n \"data\": {\n \"attributes\": {\n \"type_id\": 2,\n \"dynamic_group_id\": 2,\n \"access_type_id\": 1,\n \"dashboard_id\": 321\n },\n \"type\": \"memberships\"\n }\n}\n```\n\nExplanation of the example:\n- `type_id: 2` - membership is for a dynamic group\n- `dynamic_group_id: 2` - **employees** dynamic group is getting access\n- `access_type_id: 1` - employees are getting full access\n- `dashboard_id: 321` - employees are getting access to dashboard with id: 321\n\n\n**Example 3**: creating view access membership for a team on a doc\n\n`POST https://api.productive.io/api/v2/memberships`\n\n```\n{\n \"data\": {\n \"attributes\": {\n \"type_id\": 3,\n \"team_id\": 123,\n \"access_type_id\": 3,\n \"page_id\": 321\n },\n \"type\": \"memberships\"\n }\n}\n```\n\nExplanation of the example:\n- `type_id: 3` - membership is for a team\n- `team_id: 123` - team with id: 123 is getting access\n- `access_type_id: 3` - team is getting view access\n- `page_id: 321` - team is getting access to doc with id: 321"},{"name":"Notifications","description":"**Notifications** are inbox items generated by activity on tasks, deals, comments, and other resources — triggered by mentions, assignments, approval requests, and status changes.\n\nList a user's notifications and mark them as read through these endpoints."},{"name":"Organization Memberships","description":"Organization memberships link users to organizations, granting login access. Stores per-user preferences including notification settings, default filters for each list view (tasks, deals, invoices, etc.), and UI layout preferences."},{"name":"Organization Subscriptions","description":"**Organization subscriptions** represent the current pricing plan and active feature entitlements for an organization.\n\nQuery subscription details to determine which modules and limits apply — such as maximum seats, advanced reporting, or resource planning. Subscriptions reflect the organization's billing tier and control access to premium features."},{"name":"Organizations","description":"**Organizations** are the top-level accounts representing a company using Productive. Manage organization-wide settings, branding, localization, and configuration.\n\nEach organization contains subsidiaries, people, projects, and all associated financial and operational data."},{"name":"Overheads","description":"For more details about what overheads are, please refer to the [help article](https://help.productive.io/en/articles/6839043-overhead-cost).\n\nThe Overhead object represents overhead costs for a particular month of a fiscal year. Productive generates overhead objects automatically every month, starting the month when you opened your Productive account.\n\nPlease note that some overhead settings are also defined at the organisation level. This settings can be changed by modifying the Organizations object."},{"name":"PageVersions","description":"**Page versions** capture the revision history of a doc page — each significant edit creates a new version.\n\nList the version history of a page and retrieve previous content. Versions allow teams to review changes over time and restore earlier drafts."},{"name":"Pages","description":"Rich text pages organized in a Doc hierarchy. Root pages (Docs) support public sharing and permission management. Child pages inherit from their parent Doc. Pages support custom fields, edit history, and inline discussions."},{"name":"Passwords","description":"Manage **user password changes and resets**.\n\nThese endpoints handle credential update flows for authenticated users and support administrative password reset operations. Password changes require the current password or a valid reset token."},{"name":"Payment reminder sequences","description":"The Payment reminder sequence object represents payment reminder templates.\n\nYou can find out more about them in our Help documentation: [Invoice Payment Reminders](https://help.productive.io/en/articles/7907557-invoice-payment-reminders).\n\nFollowing diagram shows Payment reminder sequences in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n*: {\n class: default\n}\n\n# Define actors\npayment_reminder_sequence: Payment Reminder Sequence {\n class: primary\n}\npayment_reminder1: Payment Reminder\npayment_reminder2: Payment Reminder\npayment_reminder3: Payment Reminder\n\n# Define connections\npayment_reminder_sequence -\u003e payment_reminder1\npayment_reminder_sequence -\u003e payment_reminder2\npayment_reminder_sequence -\u003e payment_reminder3\n```"},{"name":"Payments","description":"The Payment object represents an invoice payment in invoicing system.\n\nYou can find out more about payments in our Help documentation: [Recording Payments](https://help.productive.io/en/articles/2179635-recording-payments).\n\nFollowing diagram shows payments in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\ninvoice: Invoice\npayment1: Payment {\n class: primary\n}\npayment2: Payment {\n class: primary\n}\n\ninvoice -\u003e payment1\ninvoice -\u003e payment2\n```"},{"name":"People","description":"For more details on how to work with custom fields please refer to [Working with custom fields](https://developer.productive.io/working_with_custom_fields.html#working_with_custom_fields) guide."},{"name":"Permission Sets","description":"The Permission Set object represents a set of permissions that can be assigned to a user.\n\nYou can find out more about permission sets in our Help documentation: [Permission Sets](https://help.productive.io/en/articles/8517221-permission-builder)\n"},{"name":"Pipelines","description":"For more details about pipelines and how to use them with deal statuses, please refer to the [help article](https://help.productive.io/en/articles/2179572-setting-up-your-sales-pipelines).\n\nPipelines serve as a tool for grouping deal statuses (i.e. folders for better organisation of sales phases).\n\nFollowing depicts the Pipeline entity relationship diagram:\n\n```d2\n...@template\n*: {\n class: default\n}\n\n# Define actors\ndeal_status_1: Deal Status 1\ndeal_status_2: Deal Status 2\ndeal_status_3: Deal Status 3\ndeal_status_4: Deal Status 4\npipeline_1: Sales Pipeline {\n class: primary\n}\npipeline_2: Another Pipeline {\n class: primary\n}\n\npipeline_1 -\u003e deal_status_1\npipeline_1 -\u003e deal_status_2\npipeline_2 -\u003e deal_status_3\npipeline_2 -\u003e deal_status_4\n```"},{"name":"Placeholder Usages","description":"**Placeholder usages** track how a placeholder's allocated capacity is distributed across projects and time periods.\n\nQuery usages to understand utilization of unfilled resource slots and identify over- or under-allocated placeholders in your resource plan."},{"name":"Placeholders","description":"**Placeholders** are unnamed resource slots used in capacity planning before a specific person is assigned. They represent a role, skill, or headcount requirement on a project — allowing teams to schedule capacity without committing to a named individual.\n\nPlaceholders can be converted to real person assignments once staffing decisions are made."},{"name":"Prices","description":"Rate card line items with billing configuration. Each price belongs to a rate card and defines a service type, billing type (hourly, fixed, etc.), unit, rate, and optional tracking defaults. Supports discounts, markups, budget caps, and custom fields."},{"name":"Project Assignments","description":"**Project assignments** link people to projects, granting access and [Memberships](openapi:group:memberships). They determine which projects appear in a person's task lists and time tracking views.\n\nManage assignments to control team composition and project visibility across your organization."},{"name":"Projects","description":"For more details on how to work with custom fields please refer to [Working with custom fields](https://developer.productive.io/working_with_custom_fields.html#working_with_custom_fields) guide.\n\n\u003e Note: For archived projects, only the `name` and `project_manager_id` attributes can be updated. All other attributes will be ignored during update operations."},{"name":"Proposals","description":"**Proposals** are sales quotes attached to deals, presenting scope and pricing for client review and e-signature. A proposal mirrors the deal's sections and services in a client-facing layout with a pricing breakdown and acceptance workflow.\n\nTrack proposal status, send for signing, and record approvals through these endpoints."},{"name":"Pulses","description":"A Pulse is an automated report delivery service that makes it easy to stay updated without having to manually check your reports. You can set up Pulses for any of your reports, choosing how often you’d like to receive them — whether it's daily, weekly, bi-weekly, or monthly. This way, important data arrives straight to your inbox or Slack, keeping you informed at your preferred schedule.\n\nEmail recipients are managed in two ways:\n- Memberships: link existing Productive users or teams to a pulse (done via the [memberships endpoint](https://developer.productive.io/memberships.html#memberships)).\n- `recipients` attribute: specify additional email addresses that are not linked to any user in the app.\n\nMore about Pulses in our [help center](https://help.productive.io/en/articles/5178713-using-pulse-to-automate-your-reports)"},{"name":"Purchase Orders","description":"In Productive purchase orders are documents that serve as a buyer's request to a seller to order goods or services.\nYou can find out more about purchase orders in our Help documentation: [Purchase Orders](https://help.productive.io/en/articles/8266926-purchase-orders)\n\nPurchase Orders always belong to a budget and a vendor (seller). They can have multiple expenses, bills and bill items.\n\nFollowing diagram shows services in our data hierarchy:\n\n```d2\n...@template\n*: {\n class: default\n}\n\n# Define actors\nbudget: Budget\npurchase_order: Purchase Order {\n class: primary\n}\nexpense: Expense\nbill: Bill\nbill_item: Bill Item\n\n# define connections\nbudget -\u003e purchase_order -\u003e expense -\u003e bill_item\npurchase_order -\u003e bill -\u003e bill_item\n```\n\nThe enumeration `status_id` can be:\n- 1 (Draft)\n- 2 (Finalized)\n\nThe enumeration `payment_status_id` can be:\n- 1 (Not received)\n- 2 (Partially received)\n- 3 (Fully received)"},{"name":"Purchase Orders - Bulk","description":"Bulk update and delete operations on purchase orders."},{"name":"Rate cards","description":"Price lists for services. Rate cards define company-wide or client-specific pricing templates. Each rate card contains prices for service types with billing configuration. Client-specific rate cards override defaults for that company."},{"name":"Report Category","description":"Report categories help you organize and categorize your reports. You can assign each category a unique name and color code, making it easier to navigate through and manage your saved reports. This visual organization allows you to quickly find the reports you need and keep your workspace more streamlined.\n"},{"name":"Reports","description":"**Reports** provide aggregated, filtered views of time, financial, and project data across the organization — budget summaries, resource utilization, time entry totals, and financial KPIs.\n\nUse report endpoints to query data by date range and grouping. Reports power the analytics and business intelligence views in Productive."},{"name":"Resource Requests","description":"Operations for managing resource requests — requests to allocate or hire resources for a project service."},{"name":"Revenue Distributions","description":"**Revenue distributions** define how recognized revenue is allocated across time periods for a service, supporting accrual-based revenue recognition.\n\nConfigure and query revenue schedules — specifying what portion of a service's value is recognized in each period — for accurate financial reporting."},{"name":"Salaries","description":"For more details on salaries (also called cost rates) please refer to the [help article](https://help.productive.io/en/articles/2179644-understanding-and-setting-up-cost-rates-in-productive).\n\nThe cost rate object represents invidual's cost rate defined for a certain period of time. A person can have multiple cost rates, however they cannot overlap in time. Cost rates can be defined for various period of times, such as hourly, monthly, etc. Note that different periods affect overheads differently (see the help article).\n\nFor defining persons' cost rates specific to deals and budgets, please refer to [deal cost rates](https://developer.productive.io/deal_cost_rates.html#deal-cost-rates).\n\nPlease note that we rate limit PATCH and POST api requests for editing salaries to 30 requests per two minutes."},{"name":"Sections","description":"**Sections** group services within a deal or budget — typically organized by phase, deliverable type, or billing period. They provide structure for complex budgets and are reflected in proposals, invoices, and financial reporting.\n\nA deal or budget can have multiple sections, each containing one or more services."},{"name":"Service Assignments","description":"To restrict time tracking \u0026 expense logging, there is an option to assign specific people to specific services.\nAfter enabling \"Restricted by person\" option on a budget, services with no one assigned will ignore this restriction, until you assign someone.\nFor more details about how to achieve that, please refer to the [help article](https://help.productive.io/en/articles/6202423-restricting-time-tracking-and-expense-logging-in-productive#h_a5e53cc9b0).\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nperson: Person\nservice: Service\nservice_assignment: ServiceAssignment {\n class: primary\n}\n\n# define connections\nservice_assignment \u003c- person\nservice_assignment \u003c- service\n```"},{"name":"Service Type Assignments","description":"Service type assignments are tightly coupled with service types.\nFor more details about what service types are, please refer to the [help article](https://help.productive.io/en/articles/2179629-service-types-building-blocks-of-your-budget).\nAssignments are described under the [Assigning People to Service Types](https://help.productive.io/en/articles/2179629-service-types-building-blocks-of-your-budget?q=service+type+assignment#h_01af697e91).\nTo set everything up, here is [additional help article](https://help.productive.io/en/articles/6202423-restricting-time-tracking-and-expense-logging-in-productive#h_48e1951cc5).\n\nAssignments are optional, but after assigning someone to specific service types and restricting time tracking by service type in the budget,\nyou are ensuring that this person can only log their hours against assigned services categorized under assigned types.\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nperson: Person\nservice_type: ServiceType\nservice_type_assignment: ServiceTypeAssignment {\n class: primary\n}\n\n# define connections\nservice_type_assignment \u003c- person\nservice_type_assignment \u003c- service_type\n```"},{"name":"Service Types","description":"For more details about what service types are, please refer to the [help article](https://help.productive.io/en/articles/2179629-service-types-building-blocks-of-your-budget).\n\nThe service type object represents one category or type for a service your company offers. This categorization helps in organizing your workflows, time tracking and analyzing profitability.\n\nFollowing diagram shows service types in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nperson: Person\nservice_type: ServiceType {\n class: primary\n}\nservice_type_assignment: ServiceTypeAssignment\n\n# define connections\nperson -\u003e service_type_assignment\nservice_type -\u003e service_type_assignment\n```"},{"name":"Services","description":"**Services** are line items on a deal or budget that define the scope, pricing, and tracking for a deliverable. Each service specifies a billing type (`fixed_fee`, `hourly`, or `days`), a budget amount, and links time tracking to invoicing.\n\nServices can have **per-person assignments** that restrict who can log time against them."},{"name":"Sessions","description":"**Sessions** represent authenticated login sessions for users accessing Productive."},{"name":"Subsidiaries","description":"### Subsidiary Tax ID\n\nThe Tax ID displayed in **Settings → Company info → Edit Subsidiary** can be retrieved through the API via the related bill_from contact entry by calling:\n\n`GET /api/v2/subsidiaries/{id}?include=bill_from`\n\nThe Tax ID is returned in the included section, inside the contact_entries object, where type is bill_from, under the `vat` attribute."},{"name":"Survey Field Options","description":"Selectable options for dropdown and multi-select survey fields. Each option has a label and position for ordering in the dropdown."},{"name":"Survey Fields","description":"Form fields on a survey. Each field has a data type (text, number, date, dropdown, checkbox, file) and optional configuration. Dropdown and multi-select fields have selectable options managed via survey_field_options."},{"name":"Survey Responses","description":"Submitted survey responses. Each response links to a survey and contains field values for each survey field. Responses can trigger automations on submission."},{"name":"Surveys","description":"Project forms for structured data collection. Surveys can trigger automations on submission, making them useful for intake forms, onboarding workflows, and status updates. Supports custom fields for form fields."},{"name":"Tags","description":"**Tags** are labels applied to tasks and other resources for categorization and filtering.\n\nCreate and manage the tag definitions available in your organization, then attach them to records to enable tag-based search and reporting."},{"name":"Task Lists","description":"The Task list object represents a task list within the project management system. It sits between Folders and Tasks, meaning it belongs to a folder and contains multiple tasks.\n\nYou can find out more about task lists in our Help documentation: [Task lists](https://help.productive.io/en/articles/2179617-task-lists)\n\nFollowing diagram shows task lists in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nproject: Project\nfolder: Folder\ntask_list: Task list {\n class: primary\n}\ntask: Task\ncomments: Comments\nsubtasks: Subtasks\ntodos: Todos\n\n# define connections\nproject -\u003e folder -\u003e task_list -\u003e task\ntask -\u003e comments\ntask -\u003e subtasks\ntask -\u003e todos\n```"},{"name":"TaskDependency","description":"**Task dependencies** define ordering relationships between tasks: blocking, waiting on, or linked.\n\nCreate and remove dependency links to enforce task sequencing. Dependencies are reflected in Gantt charts and can prevent downstream tasks from starting until blockers are resolved."},{"name":"Tasks","description":"For more details on how to work with custom fields please refer to [Working with custom fields](https://developer.productive.io/working_with_custom_fields.html#working_with_custom_fields) guide.\n\nThe Task object represents a task within the project management system.\n\nYou can find out more about tasks in our Help documentation: [Tasks and task lists](https://help.productive.io/en/collections/38789-tasks-and-task-lists)\n\nTask can be one of two types:\n - milestone\n - task\n\nFollowing diagram shows tasks in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nproject: Project\nfolder: Folder\ntask_list: Task list\ntask: Task {\n class: primary\n}\ncomments: Comments\nsubtasks: Subtasks\ntodos: Todos\n\n# define connections\nproject -\u003e folder -\u003e task_list -\u003e task\ntask -\u003e comments\ntask -\u003e subtasks\ntask -\u003e todos\n```\n\nFor Task dependencies please refer to [TaskDependency endpoint](https://developer.productive.io/taskdependency.html#taskdependency) documentation"},{"name":"TaxRates","description":"The Tax rate object represents tax data in the invoicing system.\n\nYou can find out more about tax rates in our Help documentation: [Setting up and Managing Tax Rates in Invoicing](https://help.productive.io/en/articles/9374894-setting-up-and-managing-tax-rates-in-invoicing).\n\nFollowing diagram shows tax rates in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nsubsidiary1: Subsidiary\nline_item1: Line Item\nline_item2: Line Item\nline_item3: Line Item\ntax_rate1: Tax Rate {\n class: primary\n}\ntax_rate2: Tax Rate {\n class: primary\n}\n\n# Define connections\nsubsidiary1 -\u003e tax_rate1 -\u003e line_item1\nsubsidiary1 -\u003e tax_rate2 -\u003e line_item2\ntax_rate2 -\u003e line_item3\n```"},{"name":"Team Memberships","description":"Person-team links. Each membership adds a person to a team. Teams are used for access control on projects and other resources, and for reporting groupings."},{"name":"Teams","description":"Named groups of people used for reporting and access control. Teams can be granted access to projects and other resources via memberships. Each team has a list of member people."},{"name":"Templates","description":"Reusable starting points for projects, budgets, deals, and pages. Each template wraps a real entity (its `target`) created with template semantics; the `target_type` discriminator determines the per-target shape required when creating a new template."},{"name":"Time Entries","description":"Time entry object represents spent time for a person.\n\nTime can be spent tracking on a service or on a time off event.\n\nWhen tracked on a service, time entry can also belong to a task.\n\nWhen time entry belongs to a task, time tracked on time entry represents task worked time and will decrease time to complete on the task.\n\nTime entry can represent:\n- Worked hours (without start and end time)\n- Worked time period (with start and end time) - in a form of a timer. More on timers [here](https://developer.productive.io/timers.html#timers).\n\nFollowing diagram shows time entries in our data hierarchy:\n\n```d2\n...@template\n# template cant import globs just yet\n*: {\n class: default\n}\n\n# Define actors\nservice: Service\ntask: Task\ntime_entry: Time Entry {\n class: primary\n}\ntimer: Timer\n\n# define connections\nservice -\u003e time_entry\ntask -\u003e time_entry: {\n style: {\n stroke-dash: 3\n multiple: true\n }\n}\ntime_entry -\u003e timer\n```\n\nYou can find out more about Time entries in our Help documentation for [My Time](https://help.productive.io/en/articles/2179597-my-time)"},{"name":"Time Entries - Bulk","description":"The Time Entries Bulk endpoint enables efficient management of multiple time entries simultaneously. \nThis API provides bulk operations for creating, updating, deleting, and managing approval state for time entries."},{"name":"Time Entry Versions","description":"Time entry versions store the history of changes on a time entry.\n\nTime entry versions are automatically created on every time entry create, update or delete event.\n\nTime entry version tracks the event that triggered its creation. This event can be: \n- create\n- update\n- delete\n- restore\n- approve\n- unapprove\n- reject\n- unreject\n\n```d2\n...@template\n# template cant import globs just yet\n*: {\n class: default\n}\n\n# Define actors\ntime_entry: Time Entry\ntime_entry_version: Time entry version {\n class: primary\n style: {\n multiple: true\n }\n}\n\n# define connections\ntime_entry -\u003e time_entry_version\n```"},{"name":"Time Tracking Policies","description":"**Time tracking policies** define rules governing how and when time entries can be logged — restricting tracking to specific services, enforcing duration limits, or requiring prior approval.\n\nPolicies are assigned to people or projects to ensure time tracking compliance across teams."},{"name":"Timers","description":"Timer is an object belonging to a Time Entry.\n\nTimer represents one time tracking sessions (on a time entry) and keeps track when a session was started and when it was stopped.\n\nTimer object gets created when a person starts a timer.\n\nCreating a Timer is possible (on API) providing either time_entry_id or service_id in parameters. \n- When providing time_entry_id, a Timer object will be related to provided Time Entry. \n- When providing service_id, new Time Entry belonging to provided Service will be created and a Timer will belong to it.\n\n```d2\n...@template\n# template cant import globs just yet\n*: {\n class: default\n}\n\n# Define actors\nservice: Service\ntask: Task\ntime_entry: Time Entry\ntimer: Timer {\n class: primary\n}\n\n# define connections\nservice -\u003e time_entry\ntask -\u003e time_entry: {\n style: {\n stroke-dash: 3\n multiple: true\n }\n}\ntime_entry -\u003e timer\n```\n\nYou can find out more about Timers in our [Help documentation] (https://help.productive.io/en/articles/3903111-timer)"},{"name":"Timesheets","description":"**Timesheets** aggregate a person's time entries by day and are the unit of submission in the time approval workflow.\n\nManage daily timesheet submissions, track approval status, and retrieve timesheet data by person or date range. Timesheets move through `draft` → `submitted` → `approved` / `rejected` states."},{"name":"Todos","description":"A to-do is a component of a task that requires completion and can be assigned to an individual. \n\nOnce to-do is assigned, task appears in the assignee's list of assigned tasks. \n\nThere's no cap on the number of to-dos a single task can include. \n\nTo-dos can be either open or closed.\n\n```d2\n...@template\n# template cant import globs just yet\n* {\n class: default\n}\n\n# Define actors\nproject: Project\nfolder: Folder\ntask_list: Task list\ntask: Task\ncomments: Comments\nsubtasks: Subtasks\ntodos: Todos {\n class: primary\n}\n\n# define connections\nproject -\u003e folder -\u003e task_list -\u003e task\ntask -\u003e comments\ntask -\u003e subtasks\ntask -\u003e todos\n```\n\nYou can find out more about To-dos in our [Help documentation] (https://help.productive.io/en/articles/4097412-task-to-do)"},{"name":"Users","description":"**User accounts** for people who log into Productive. Manage credentials, preferences, and authentication settings.\n\nEach user is linked to one or more **organization memberships** that control their access level and permissions across the platform."},{"name":"Webhook Logs","description":"The Webhook Log object represents a record of an unsuccessful webhook delivery attempt. When a webhook fails to deliver, a log is created with details about the failure."},{"name":"Webhooks","description":"For more details on webhooks please refer to the [help article](https://help.productive.io/en/articles/3693279-using-webhooks-in-productive).\n\nThe Webhook object enables real-time notifications for events occurring in Productive."},{"name":"Widgets","description":"The Widget object represents the fundamental dynamic component of the Dashboard system.\n\nThese customizable blocks provide various filtering options, allowing you to effortlessly organize all essential information in one place.\n\nYou can find out more about widgets in our Help documentation for Dashboards under section: [Widgets](https://help.productive.io/en/articles/6423123-dashboards#h_231c96112f)"},{"name":"Workflow Statuses","description":"The Workflow Status object represents the current state of a task, enabling users to define and monitor task stages.\n\nEvery Workflow can have multiple Workflow statuses.\nThere are three Workflow status categories:\n - not_started\n - started\n - closed"},{"name":"Workflows","description":"The Workflow object enables organizing tasks into distinct phases or stages, each with its own set of statuses.\n\nThis allows tracking the progress of tasks from initiation to completion.\n\nYou can learn more about Workflows in our Help documentation:\n[Workflows](https://help.productive.io/en/articles/5813154-workflows)"}],"paths":{"/api/v2/templates/{id}":{"delete":{"tags":["Templates"],"summary":"Deletes a template","responses":{"204":{"description":"Template soft-deleted successfully."}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"Numeric template id."},{"$ref":"#/components/parameters/header_organization"}],"operationId":"templates-destroy","description":"Soft-delete a template and its wrapped target. The deletion is recorded in `deleted_items` and is recoverable from Trash."},"patch":{"tags":["Templates"],"summary":"Update a template","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Validation error from the target-specific update form."},"200":{"$ref":"#/components/responses/single_template"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"Numeric template id."},{"$ref":"#/components/parameters/header_organization"}],"operationId":"templates-update","requestBody":{"$ref":"#/components/requestBodies/template"},"description":"Update a template's name, description, and target-specific fields inside `model_attributes`. The dispatcher routes to a target-aware form: `deal` updates retainer fields (when the retainer feature is enabled), `budget` updates color (propagated to the underlying budget). Renaming a template also renames the wrapped target.\n\n### Rename a template\n```json\n{ \"data\": { \"type\": \"templates\", \"attributes\": { \"name\": \"Onboarding playbook v2\" } } }\n```\n\n### Update a deal template's retainer cadence\n```json\n{\n \"data\": {\n \"type\": \"templates\",\n \"attributes\": {\n \"model_attributes\": {\n \"retainer_interval\": \"month\",\n \"retainer_interval_count\": 6\n }\n }\n }\n}\n```\n\n### Update a budget template's color\n```json\n{\n \"data\": {\n \"type\": \"templates\",\n \"attributes\": { \"model_attributes\": { \"color_id\": 7 } }\n }\n}\n```"},"get":{"tags":["Templates"],"summary":"Gets a template","responses":{"200":{"$ref":"#/components/responses/single_template"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"Numeric template id."},{"$ref":"#/components/parameters/header_organization"}],"operationId":"templates-show","description":"Fetch a single template by id."}},"/api/v2/templates":{"post":{"tags":["Templates"],"summary":"Create a template","responses":{"201":{"$ref":"#/components/responses/single_template"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Validation error — for example, missing or invalid `target_type`, or a per-target permission failure."}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"templates-create","requestBody":{"$ref":"#/components/requestBodies/template"},"description":"Create a new template. The `attributes.target_type` field is a discriminator that selects one of four creation paths, each with its own required `model_attributes` shape and permission check.\n\n| target_type | Creates | Required `model_attributes` keys | Permission |\n|---|---|---|---|\n| `project` | Empty workspace (no copy support — see `/projects/copy`) | `client_id`, `project_manager_id`, `project_type_id`, `workflow_id` | `projects.manage` (project manager) |\n| `budget` | New quote (or copies one when `target_id` is set) | none required; optional `editor_config`, `tracking_type_id`, `color_id` | `can_manage_budgets?` |\n| `deal` | New quote (or copies one when `target_id` is set) | none required; optional `editor_config`, `color_id`, `retainer_interval` / `retainer_interval_count` (retainer feature only) | `can_manage_deals?` |\n| `page` | New page (or copies one when `target_id` is set); supports `copy_attributes.copy_memberships` and `copy_attributes.copy_subpages` | none | `can_manage_docs?` |\n\n### Create a project template (fresh workspace)\n```json\n{\n \"data\": {\n \"type\": \"templates\",\n \"attributes\": {\n \"name\": \"Onboarding playbook\",\n \"description\": \"Standard intake project for new clients.\",\n \"target_type\": \"project\",\n \"model_attributes\": {\n \"client_id\": 412,\n \"project_manager_id\": 13,\n \"project_type_id\": 2,\n \"workflow_id\": 1,\n \"project_color_id\": 5\n }\n }\n }\n}\n```\n\n### Create a budget template (fresh quote)\n```json\n{\n \"data\": {\n \"type\": \"templates\",\n \"attributes\": {\n \"name\": \"Standard retainer scaffold\",\n \"target_type\": \"budget\",\n \"model_attributes\": {\n \"tracking_type_id\": 1,\n \"color_id\": 5\n }\n }\n }\n}\n```\n\n### Create a budget template by copying an existing budget\n```json\n{\n \"data\": {\n \"type\": \"templates\",\n \"attributes\": {\n \"name\": \"Q3 enterprise migration template\",\n \"target_type\": \"budget\",\n \"target_id\": \"98231\",\n \"model_attributes\": { \"color_id\": 5 }\n }\n }\n}\n```\n\n### Create a deal template\n```json\n{\n \"data\": {\n \"type\": \"templates\",\n \"attributes\": {\n \"name\": \"Standard outbound deal\",\n \"target_type\": \"deal\",\n \"model_attributes\": {\n \"color_id\": 5,\n \"retainer_interval\": \"month\",\n \"retainer_interval_count\": 12\n }\n }\n }\n}\n```\n\n### Create a page template by copying an existing page\n```json\n{\n \"data\": {\n \"type\": \"templates\",\n \"attributes\": {\n \"name\": \"Engineering RFC template\",\n \"target_type\": \"page\",\n \"target_id\": \"55421\",\n \"copy_attributes\": { \"copy_memberships\": false, \"copy_subpages\": true }\n }\n }\n}\n```\n\n**Save as Template** — to create a project template from an **existing** project (boards, tasks, settings copied), use [`POST /projects/copy`](#tag/Projects/operation/projects-copy) with `attributes.copy_as_template: true`. The `target_type=project` path on this endpoint only creates a **fresh, empty** template."},"get":{"tags":["Templates"],"summary":"Get templates","responses":{"200":{"$ref":"#/components/responses/collection_template"}},"parameters":[{"$ref":"#/components/parameters/sort_template"},{"$ref":"#/components/parameters/filter_template"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"templates-index","description":"List templates the requester has access to. Supports filtering by id, project, target type (with `deal`/`budget` discriminated via the underlying quote), free-text query, and a task-template-only `task_project_id` filter."}},"/api/v2/service_type_assignments/{id}":{"get":{"tags":["Service Type Assignments"],"summary":"Gets a service type assignment","responses":{"200":{"$ref":"#/components/responses/single_service_type_assignment"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"service_type_assignments-show","description":"Retrieve a single service type assignment by ID."},"patch":{"tags":["Service Type Assignments"],"summary":"Update a service type assignment","responses":{"200":{"$ref":"#/components/responses/single_service_type_assignment"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"service_type_assignments-update","requestBody":{"$ref":"#/components/requestBodies/service_type_assignment"},"description":"Update a service type assignment."},"delete":{"tags":["Service Type Assignments"],"summary":"Deletes a service type assignment","responses":{"204":{"description":"No Content"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"service_type_assignments-destroy","description":"Delete a service type assignment by ID."}},"/api/v2/holidays/{id}":{"delete":{"tags":["Holidays"],"summary":"Deletes a holiday","responses":{"204":{"description":"No Content"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"holidays-destroy","description":"Delete a holiday."},"get":{"tags":["Holidays"],"summary":"Get a holiday","responses":{"200":{"$ref":"#/components/responses/single_holiday"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"holidays-show","description":"Retrieve a single holiday."},"patch":{"tags":["Holidays"],"summary":"Update a holiday","responses":{"200":{"$ref":"#/components/responses/single_holiday"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"holidays-update","requestBody":{"$ref":"#/components/requestBodies/holiday"},"description":"Update a holiday."}},"/api/v2/deal_cost_rates":{"post":{"tags":["Deal Cost Rates"],"summary":"Create a deal cost rate","responses":{"201":{"$ref":"#/components/responses/single_deal_cost_rate"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"deal_cost_rates-create","requestBody":{"$ref":"#/components/requestBodies/deal_cost_rate"},"description":"Create a new deal cost rate."},"get":{"tags":["Deal Cost Rates"],"summary":"Get deal cost rates","responses":{"200":{"$ref":"#/components/responses/collection_deal_cost_rate"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/sort_deal_cost_rate"},{"$ref":"#/components/parameters/filter_deal_cost_rate"}],"operationId":"deal_cost_rates-index","description":"List deal cost rates with optional filters and pagination."}},"/api/v2/time_tracking_policies/{id}/restore":{"patch":{"tags":["Time Tracking Policies"],"summary":"Restores an archived time tracking policy","responses":{"200":{"$ref":"#/components/responses/single_time_tracking_policy"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"The numeric ID of the time tracking policy."}],"operationId":"time_tracking_policies-restore-restore","description":"Restores a previously archived time tracking policy."}},"/api/v2/deals/{id}":{"patch":{"tags":["Deals"],"summary":"Update a deal","responses":{"200":{"$ref":"#/components/responses/single_deal"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"deals-update","requestBody":{"$ref":"#/components/requestBodies/deal"},"description":"Update a deal's attributes or relationships."},"get":{"tags":["Deals"],"summary":"Gets a deal","responses":{"200":{"$ref":"#/components/responses/single_deal"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"deals-show","description":"Retrieve a single deal by ID."},"delete":{"tags":["Deals"],"summary":"Deletes a deal","responses":{"204":{"description":"No Content"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"deals-destroy","description":"Delete a deal."}},"/api/v2/integrations":{"post":{"tags":["Integrations"],"summary":"Create an integration","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"201":{"$ref":"#/components/responses/single_integration"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"integrations-create","requestBody":{"$ref":"#/components/requestBodies/integration"},"description":"Create a new integration."},"get":{"tags":["Integrations"],"summary":"Get integration","responses":{"200":{"$ref":"#/components/responses/collection_integration"}},"parameters":[{"$ref":"#/components/parameters/filter_integration"},{"$ref":"#/components/parameters/sort_integration"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"integrations-index","description":"List integrations."}},"/api/v2/deal_statuses/{id}":{"delete":{"tags":["Deal Statuses"],"summary":"Destroy a deal status","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"409":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Conflict"},"204":{"description":"No Content"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"deal_statuses-destroy","description":"Delete a deal status."},"patch":{"tags":["Deal Statuses"],"summary":"Update a deal status","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"200":{"$ref":"#/components/responses/single_deal_status"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"deal_statuses-update","requestBody":{"$ref":"#/components/requestBodies/deal_status"},"description":"Update a deal status."},"get":{"tags":["Deal Statuses"],"summary":"Gets a deal status","responses":{"200":{"$ref":"#/components/responses/single_deal_status"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"deal_statuses-show","description":"Retrieve a single deal status by ID."}},"/api/v2/task_lists/{id}/archive":{"patch":{"tags":["Task Lists"],"summary":"Archives a task list","responses":{"200":{"$ref":"#/components/responses/single_task_list"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"task_lists-archive-archive","description":"Archive a task list to deactivate it."}},"/api/v2/webhooks":{"get":{"tags":["Webhooks"],"summary":"Get webhooks","responses":{"200":{"$ref":"#/components/responses/collection_webhook"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/sort_webhook"},{"$ref":"#/components/parameters/filter_webhook"}],"operationId":"webhooks-index","description":"List all webhooks."},"post":{"tags":["Webhooks"],"summary":"Create a webhook","responses":{"201":{"$ref":"#/components/responses/single_webhook"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"webhooks-create","requestBody":{"$ref":"#/components/requestBodies/webhook"},"description":"Create a new webhook."}},"/api/v2/subsidiaries/{id}/archive":{"patch":{"tags":["Subsidiaries"],"summary":"Archives a subsidiary","responses":{"200":{"$ref":"#/components/responses/single_subsidiary"},"409":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Conflict"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"subsidiaries-archive-archive","description":"Archive a subsidiary to deactivate it."}},"/api/v2/proposals":{"post":{"tags":["Proposals"],"summary":"Create a proposal","responses":{"201":{"$ref":"#/components/responses/single_proposal"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"proposals-create","description":"Create a new proposal."},"get":{"tags":["Proposals"],"summary":"Get proposals","responses":{"200":{"$ref":"#/components/responses/collection_proposal"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/sort_proposal"},{"$ref":"#/components/parameters/filter_proposal"}],"operationId":"proposals-index","description":"List all proposals."}},"/api/v2/custom_fields/{id}":{"get":{"tags":["Custom Fields"],"summary":"Gets a custom field","responses":{"200":{"$ref":"#/components/responses/single_custom_field"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"custom_fields-show","description":"Retrieve a single custom field by ID."},"patch":{"tags":["Custom Fields"],"summary":"Updates a custom field","responses":{"200":{"$ref":"#/components/responses/single_custom_field"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"custom_fields-update","requestBody":{"$ref":"#/components/requestBodies/custom_field"},"description":"Update a custom field."}},"/api/v2/overheads/{id}":{"get":{"tags":["Overheads"],"summary":"Gets an overhead","responses":{"200":{"$ref":"#/components/responses/single_overhead"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"overheads-show","description":"Retrieve a single overhead record."},"patch":{"tags":["Overheads"],"summary":"Update an overhead","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"200":{"$ref":"#/components/responses/single_overhead"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"overheads-update","requestBody":{"$ref":"#/components/requestBodies/overhead"},"description":"Update an overhead record."}},"/api/v2/invoices/{id}":{"patch":{"tags":["Invoices"],"summary":"Update an invoice","responses":{"200":{"$ref":"#/components/responses/single_invoice"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"invoices-update","requestBody":{"$ref":"#/components/requestBodies/invoice"},"description":"Update an invoice."},"get":{"tags":["Invoices"],"summary":"Gets an invoice","responses":{"200":{"$ref":"#/components/responses/single_invoice"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"invoices-show","description":"Retrieve a single invoice."},"delete":{"tags":["Invoices"],"summary":"Deletes an invoice","responses":{"204":{"description":"No Content"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"invoices-destroy","description":"Delete an invoice."}},"/api/v2/timers/{id}":{"get":{"tags":["Timers"],"summary":"Gets a timer","responses":{"200":{"$ref":"#/components/responses/single_timer"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"timers-show","description":"Retrieve a single timer by ID."}},"/api/v2/boards/{id}/archive":{"patch":{"tags":["Boards"],"summary":"Archives a board","responses":{"200":{"$ref":"#/components/responses/single_board"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"boards-archive-archive","description":"Archive a board."}},"/api/v2/organizations/{id}":{"patch":{"tags":["Organizations"],"summary":"Update an organization","responses":{"200":{"$ref":"#/components/responses/single_organization"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"organizations-update","requestBody":{"$ref":"#/components/requestBodies/organization"},"description":"Update an organization."},"get":{"tags":["Organizations"],"summary":"Get an organization","responses":{"200":{"$ref":"#/components/responses/single_organization"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"organizations-show","description":"Retrieve a single organization."},"delete":{"tags":["Organizations"],"summary":"Delete an organization","responses":{"204":{"description":"No Content"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"organizations-destroy","description":"Delete an organization."}},"/api/v2/tax_rates/{id}":{"get":{"tags":["TaxRates"],"summary":"Gets a tax rate","responses":{"200":{"$ref":"#/components/responses/single_tax_rate"},"403":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Forbidden"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"tax_rates-show","description":"Retrieve a single tax rate by ID."},"patch":{"tags":["TaxRates"],"summary":"Update a tax 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delete."},{"$ref":"#/components/parameters/header_organization"}],"operationId":"automatic_invoicing_rules-destroy","description":"Delete an automatic invoicing rule."},"get":{"tags":["Automatic Invoicing Rules"],"summary":"Gets an automatic invoicing rule","responses":{"200":{"$ref":"#/components/responses/single_automatic_invoicing_rule"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"The ID of the automatic invoicing rule to retrieve."}],"operationId":"automatic_invoicing_rules-show","description":"Retrieve a single automatic invoicing rule by ID."},"patch":{"tags":["Automatic Invoicing Rules"],"summary":"Update an automatic invoicing rule","responses":{"200":{"$ref":"#/components/responses/single_automatic_invoicing_rule"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable 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configurations","responses":{"200":{"$ref":"#/components/responses/collection_integration_exporter_configuration"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/filter_integration_exporter_configuration"},{"$ref":"#/components/parameters/sort_integration_exporter_configuration"}],"operationId":"integration_exporter_configurations-index","description":"List integration exporter configurations."},"post":{"tags":["Integration Exporter Configuration"],"summary":"Create integration exporter configuration","responses":{"201":{"$ref":"#/components/responses/single_integration_exporter_configuration"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"integration_exporter_configurations-create","requestBody":{"$ref":"#/components/requestBodies/integration_exporter_configuration"},"description":"Create a new integration exporter configuration."}},"/api/v2/projects/copy":{"post":{"tags":["Projects"],"summary":"Copies a project","responses":{"201":{"$ref":"#/components/responses/single_project"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"projects-copy-copy","requestBody":{"$ref":"#/components/requestBodies/project_copy"},"description":"Creates a new project by copying an existing **source project**. Use `copy_as_template: true` to mark the result as a project template.\n\n### Copy flags\n\nAll `copy_*` flags default to `false`. A flag with a prerequisite requires the listed parent flag(s) to also be enabled.\n\n| Flag(s) | Prerequisite | Notes |\n|---|---|---|\n| `copy_boards` | — | Required by `copy_task_lists` |\n| `copy_task_lists` | `copy_boards` | Required by `copy_open_tasks`, `copy_closed_tasks` |\n| `copy_open_tasks`, `copy_closed_tasks` | `copy_task_lists` | Required by per-task flags below |\n| `copy_memberships` | — | Required by `copy_assignees`, `copy_task_subscribers` |\n| `copy_assignees`, `copy_task_subscribers` | `copy_open_tasks` or `copy_closed_tasks` + `copy_memberships` | — |\n| `copy_task_comments`, `copy_task_attachments`, `copy_task_description`, `copy_tags`, `copy_due_date`, `copy_start_date`, `copy_repeat`, `copy_estimate` | `copy_open_tasks` or `copy_closed_tasks` | — |\n| `copy_task_open_todos`, `copy_task_closed_todos`, `copy_task_open_subtasks`, `copy_task_closed_subtasks`, `copy_task_dependencies`, `copy_task_templates` | `copy_open_tasks` or `copy_closed_tasks` | — |\n| `copy_views`, `copy_custom_fields`, `copy_notes`, `copy_dashboards`, `copy_surveys`, `copy_budgets` | — | Independent |\n| `copy_deals` | — | Forced to `false` for internal project types |\n| `copy_as_template` | — | Marks the result as a template (creates a linked `Template` record) |\n\n### Save Project as Template (Productive web app defaults)\n\nThe \"Save as Template\" UI sends `copy_as_template: true`.\n\n```json\n{\n \"data\": {\n \"type\": \"projects\",\n \"attributes\": {\n \"name\": \"Q4 marketing campaign template\",\n \"template_id\": 123456,\n \"project_type_id\": 2,\n \"project_manager_id\": 42,\n \"project_color_id\": 5,\n \"company_id\": 999,\n \"copy_as_template\": true,\n \"copy_memberships\": true, // sharing\n \"copy_boards\": true, // folders\n \"copy_views\": true,\n \"copy_custom_fields\": true,\n \"copy_dashboards\": true,\n \"copy_task_lists\": true,\n \"copy_open_tasks\": true,\n \"copy_closed_tasks\": false,\n \"copy_task_comments\": true,\n \"copy_task_subscribers\": true,\n \"copy_task_attachments\": true,\n \"copy_task_open_todos\": true,\n \"copy_task_closed_todos\": false,\n \"copy_task_open_subtasks\": true,\n \"copy_task_closed_subtasks\": false,\n \"copy_task_dependencies\": true,\n \"copy_task_description\": true,\n \"copy_assignees\": true,\n \"copy_tags\": true,\n \"copy_due_date\": true,\n \"copy_start_date\": true,\n \"copy_repeat\": true,\n \"copy_estimate\": true,\n \"copy_notes\": true, // docs\n \"copy_surveys\": true, // forms\n \"copy_task_templates\": true\n }\n }\n}\n```\n\n### Plain project copy\n\nDuplicate an existing project as a new working project.\n\n```json\n{\n \"data\": {\n \"type\": \"projects\",\n \"attributes\": {\n \"name\": \"Q4 marketing campaign — Acme\",\n \"template_id\": 123456,\n \"project_type_id\": 2,\n \"company_id\": 999,\n \"copy_boards\": true,\n \"copy_task_lists\": true,\n \"copy_open_tasks\": true,\n \"copy_task_comments\": true,\n \"copy_task_attachments\": true,\n \"copy_task_description\": true,\n \"copy_due_date\": true,\n \"copy_start_date\": true,\n \"copy_estimate\": true,\n \"copy_memberships\": true,\n \"copy_assignees\": true,\n \"copy_custom_fields\": true,\n \"copy_views\": true,\n \"copy_dashboards\": true\n }\n }\n}\n```\n\n### Minimal copy (structure only)\n\nOnly the required attributes. All `copy_*` flags default to `false` — you get a new empty project with the source's metadata.\n\n```json\n{\n \"data\": {\n \"type\": \"projects\",\n \"attributes\": {\n \"name\": \"New empty internal project from source\",\n \"template_id\": 123456,\n \"project_type_id\": 1\n }\n }\n}\n```"}},"/api/v2/invoice_attributions":{"post":{"tags":["Invoice Attributions"],"summary":"Create an invoice attribution","responses":{"201":{"$ref":"#/components/responses/single_invoice_attribution"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"invoice_attributions-create","requestBody":{"$ref":"#/components/requestBodies/invoice_attribution"},"description":"Create a new invoice attribution."},"get":{"tags":["Invoice Attributions"],"summary":"Get invoice attributions","responses":{"200":{"$ref":"#/components/responses/collection_invoice_attribution"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/sort_invoice_attribution"},{"$ref":"#/components/parameters/filter_invoice_attribution"}],"operationId":"invoice_attributions-index","description":"List invoice attributions."}},"/api/v2/bookings":{"get":{"tags":["Bookings"],"summary":"Get bookings","responses":{"200":{"$ref":"#/components/responses/collection_booking"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/filter_booking"},{"$ref":"#/components/parameters/sort_booking"}],"operationId":"bookings-index","description":"List bookings with optional filters and pagination."},"post":{"tags":["Bookings"],"summary":"Create a booking","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"403":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Forbidden"},"400":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Bad Request"},"201":{"$ref":"#/components/responses/single_booking"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"bookings-create","requestBody":{"$ref":"#/components/requestBodies/booking"},"description":"Create a new booking."}},"/api/v2/timesheets":{"post":{"tags":["Timesheets"],"summary":"Create a timesheet","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"201":{"$ref":"#/components/responses/single_timesheet"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"timesheets-create","requestBody":{"$ref":"#/components/requestBodies/timesheet"},"description":"Create a new timesheet."},"get":{"tags":["Timesheets"],"summary":"Get timesheets","responses":{"200":{"$ref":"#/components/responses/collection_timesheet"}},"parameters":[{"$ref":"#/components/parameters/filter_timesheet"},{"$ref":"#/components/parameters/sort_timesheet"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"timesheets-index","description":"List all timesheets."}},"/api/v2/discussions":{"post":{"tags":["Discussions"],"summary":"Create an discussion","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"201":{"$ref":"#/components/responses/single_discussion"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"discussions-create","requestBody":{"$ref":"#/components/requestBodies/discussion"},"description":"Create a new discussion."},"get":{"tags":["Discussions"],"summary":"Get discussions","responses":{"200":{"$ref":"#/components/responses/collection_discussion"}},"parameters":[{"$ref":"#/components/parameters/filter_discussion"},{"$ref":"#/components/parameters/sort_discussion"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"discussions-index","description":"List discussions."}},"/api/v2/survey_fields/{id}":{"patch":{"tags":["Survey Fields"],"summary":"Updates a survey field","responses":{"200":{"$ref":"#/components/responses/single_survey_field"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"The ID of the survey field to update."},{"$ref":"#/components/parameters/header_organization"}],"operationId":"survey_fields-update","requestBody":{"$ref":"#/components/requestBodies/survey_field"},"description":"Update a survey field."},"get":{"tags":["Survey Fields"],"summary":"Gets a survey field","responses":{"200":{"$ref":"#/components/responses/single_survey_field"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"The ID of the survey field to retrieve."},{"$ref":"#/components/parameters/header_organization"}],"operationId":"survey_fields-show","description":"Retrieve a single survey field by ID."}},"/api/v2/survey_field_options":{"post":{"tags":["Survey Field Options"],"summary":"Creates a survey field option","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"201":{"$ref":"#/components/responses/single_survey_field_option"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"survey_field_options-create","requestBody":{"$ref":"#/components/requestBodies/survey_field_option"},"description":"Create a new survey field option."},"get":{"tags":["Survey Field Options"],"summary":"Get survey field options","responses":{"200":{"$ref":"#/components/responses/collection_survey_field_option"}},"parameters":[{"$ref":"#/components/parameters/sort_survey_field_option"},{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/filter_survey_field_option"}],"operationId":"survey_field_options-index","description":"List all survey field options."}},"/api/v2/expenses":{"delete":{"tags":["Expenses - Bulk"],"summary":"Delete expenses","responses":{"204":{"description":"No Content"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"expenses-destroy-bulk","description":"Bulk delete expenses."},"post":{"tags":["Expenses"],"summary":"Create a expense","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"201":{"$ref":"#/components/responses/single_expense"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"expenses-create","requestBody":{"$ref":"#/components/requestBodies/expense"},"description":"Create a new expense and associate it with a budget service."},"get":{"tags":["Expenses"],"summary":"Get expenses","responses":{"200":{"$ref":"#/components/responses/collection_expense"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/filter_expense"},{"$ref":"#/components/parameters/sort_expense"}],"operationId":"expenses-index","description":"List expenses. Returns a paginated collection of expenses matching the specified filters."},"patch":{"tags":["Expenses - Bulk"],"summary":"Update expenses","responses":{"200":{"$ref":"#/components/responses/single_expense"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"expenses-update-bulk","requestBody":{"$ref":"#/components/requestBodies/expense"},"description":"Bulk update expenses."}},"/api/v2/rate_cards/{id}":{"delete":{"tags":["Rate cards"],"summary":"Deletes a price","responses":{"204":{"description":"No Content"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"rate_cards-destroy","description":"Delete a rate card by ID."},"get":{"tags":["Rate cards"],"summary":"Gets a rate card","responses":{"200":{"$ref":"#/components/responses/single_rate_card"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"rate_cards-show","description":"Retrieve a single rate card by ID."},"patch":{"tags":["Rate cards"],"summary":"Update a price","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"200":{"$ref":"#/components/responses/single_rate_card"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"rate_cards-update","requestBody":{"$ref":"#/components/requestBodies/rate_card"},"description":"Update a rate card."}},"/api/v2/holidays":{"post":{"tags":["Holidays"],"summary":"Create a holiday","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"201":{"$ref":"#/components/responses/single_holiday"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"holidays-create","requestBody":{"$ref":"#/components/requestBodies/holiday"},"description":"Create a new holiday."},"get":{"tags":["Holidays"],"summary":"Get all holidays","responses":{"200":{"$ref":"#/components/responses/collection_holiday"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/sort_holiday"},{"$ref":"#/components/parameters/filter_holiday"}],"operationId":"holidays-index","description":"List holidays."}},"/api/v2/reports/payroll_item_reports":{"get":{"tags":["Reports"],"summary":"Get payroll item reports","responses":{"200":{"$ref":"#/components/responses/collection_payroll_item_report"}},"parameters":[{"$ref":"#/components/parameters/group_payroll_item_report"},{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/filter_payroll_item_report"},{"$ref":"#/components/parameters/sort_payroll_item_report"}],"operationId":"reports-payroll_item_reports-index","description":"Retrieve aggregated payroll item report data grouped by configurable dimensions."}},"/api/v2/contracts/{id}":{"get":{"tags":["Contracts"],"summary":"Gets a contract","responses":{"200":{"$ref":"#/components/responses/single_contract"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"contracts-show","description":"Retrieve a single contract by ID."},"patch":{"tags":["Contracts"],"summary":"Update a contract","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"200":{"$ref":"#/components/responses/single_contract"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"contracts-update","requestBody":{"$ref":"#/components/requestBodies/contract"},"description":"Update a contract."},"delete":{"tags":["Contracts"],"summary":"Deletes a contract","responses":{"204":{"description":"No Content"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"contracts-destroy","description":"Delete a contract."}},"/api/v2/invoices/{id}/preview":{"get":{"tags":["Invoices"],"summary":"Preview invoice","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"200":{"$ref":"#/components/responses/single_invoice"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"invoices-preview-preview","description":"The preview endpoint lets you simulate invoice line item generation without persisting any changes. It returns the exact line items and invoice attributions that would be created for a given invoice based on the selected invoicing method and options.\n\n- Builds line items using the same logic as the line items \"[generate](openapi:group:line-items)\" method\n- Returns data only, does not modify the invoice\n"}},"/api/v2/events/{id}":{"patch":{"tags":["Events"],"summary":"Update an event","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"200":{"$ref":"#/components/responses/single_event"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"events-update","requestBody":{"$ref":"#/components/requestBodies/event"},"description":"Update an event."},"delete":{"tags":["Events"],"summary":"Deletes an event","responses":{"204":{"description":"No Content"},"409":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Conflict"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"events-destroy","description":"Delete an event."},"get":{"tags":["Events"],"summary":"Get an event","responses":{"200":{"$ref":"#/components/responses/single_event"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"events-show","description":"Retrieve a single event."}},"/api/v2/rate_cards/{id}/restore":{"patch":{"tags":["Rate cards"],"summary":"Restores a rate card","responses":{"200":{"$ref":"#/components/responses/single_rate_card"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"rate_cards-restore-restore","description":"Restore an archived rate card."}},"/api/v2/exchange_rates":{"get":{"tags":["Exchange Rates"],"summary":"Get exchange rates","responses":{"200":{"$ref":"#/components/responses/collection_exchange_rate"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/sort_exchange_rate"},{"$ref":"#/components/parameters/filter_exchange_rate"}],"operationId":"exchange_rates-index","description":"List exchange rates."}},"/api/v2/payment_reminder_sequences/{id}":{"delete":{"tags":["Payment reminder sequences"],"summary":"Deletes a payment reminder sequence","responses":{"403":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Forbidden"},"204":{"description":"No Content"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"payment_reminder_sequences-destroy","description":"Delete a payment reminder sequence by ID."},"get":{"tags":["Payment reminder sequences"],"summary":"Gets a payment reminder sequence","responses":{"200":{"$ref":"#/components/responses/single_payment_reminder_sequence"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"payment_reminder_sequences-show","description":"Retrieve a single payment reminder sequence by ID."},"patch":{"tags":["Payment reminder sequences"],"summary":"Update a payment reminder sequence","responses":{"200":{"$ref":"#/components/responses/single_payment_reminder_sequence"},"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"403":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Forbidden"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"payment_reminder_sequences-update","requestBody":{"$ref":"#/components/requestBodies/payment_reminder_sequence"},"description":"Update a payment reminder sequence."}},"/api/v2/custom_fields":{"get":{"tags":["Custom Fields"],"summary":"Get custom fields","responses":{"200":{"$ref":"#/components/responses/collection_custom_field"}},"parameters":[{"$ref":"#/components/parameters/filter_custom_field"},{"$ref":"#/components/parameters/sort_custom_field"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"custom_fields-index","description":"List custom fields with optional filters and pagination."},"post":{"tags":["Custom Fields"],"summary":"Creates a custom field","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"201":{"$ref":"#/components/responses/single_custom_field"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"custom_fields-create","requestBody":{"$ref":"#/components/requestBodies/custom_field"},"description":"Create a new custom field."}},"/api/v2/reports/time_entry_reports":{"get":{"tags":["Reports"],"summary":"Get time entry reports","responses":{"200":{"$ref":"#/components/responses/collection_time_entry_report"}},"parameters":[{"$ref":"#/components/parameters/sort_time_entry_report"},{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/group_time_entry_report"},{"$ref":"#/components/parameters/filter_time_entry_report"}],"operationId":"reports-time_entry_reports-index","description":"Retrieve aggregated time entry report data grouped by configurable dimensions."}},"/api/v2/companies":{"post":{"tags":["Companies"],"summary":"Create a company","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"201":{"$ref":"#/components/responses/single_company"}},"parameters":[{"$ref":"#/components/parameters/header_organization"}],"operationId":"companies-create","requestBody":{"$ref":"#/components/requestBodies/company"},"description":"Create a new company."},"get":{"tags":["Companies"],"summary":"Get companies","responses":{"200":{"$ref":"#/components/responses/collection_company"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"$ref":"#/components/parameters/sort_company"},{"$ref":"#/components/parameters/filter_company"}],"operationId":"companies-index","description":"List companies with optional filters and pagination."}},"/api/v2/custom_field_options/{id}/archive":{"patch":{"tags":["Custom Field Options"],"summary":"Archives a custom field option","responses":{"200":{"$ref":"#/components/responses/single_custom_field_option"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"custom_field_options-archive-archive","description":"Archive a custom field option."}},"/api/v2/subsidiaries/{id}":{"get":{"tags":["Subsidiaries"],"summary":"Gets a subsidiary","responses":{"200":{"$ref":"#/components/responses/single_subsidiary"}},"parameters":[{"$ref":"#/components/parameters/header_organization"},{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"}],"operationId":"subsidiaries-show","description":"Retrieve a single subsidiary by ID."},"patch":{"tags":["Subsidiaries"],"summary":"Update a subsidiary","responses":{"422":{"content":{"application/vnd.api+json":{}},"headers":{"Content-Type":{"schema":{"type":"string"}}},"description":"Unprocessable Entity"},"200":{"$ref":"#/components/responses/single_subsidiary"}},"parameters":[{"in":"path","name":"id","schema":{"type":"string"},"required":true,"description":"ID"},{"$ref":"#/components/parameters/header_organization"}],"operationId":"subsidiaries-update","requestBody":{"$ref":"#/components/requestBodies/subsidiary"},"description":"Update a subsidiary."}},"/api/v2/bookings/{id}":{"patch":{"tags":["Bookings"],"summary":"Update a 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indicating whether the invoice is past its due date.","example":{"eq":"active"}},"amount_credited_with_tax_normalized":{"title":"Amount Credited With Tax Normalized","description":"Amount credited including tax, normalized to the organization default currency.","example":{"gt":0}},"jump_query":{"type":"string","title":"Jump Query","description":"Quick search index value for this invoice.","example":{"eq":"value"}},"custom_fields":{"type":"object","title":"Custom Fields","description":"Custom field values on this invoice.","example":{"eq":"value"}},"deal_id":{"type":"integer","title":"Deal","description":"ID of the budget (deal) this invoice is linked to.","example":[123]},"amount_tax":{"title":"Amount Tax","description":"Total tax amount, in the invoice currency.","example":{"gt":0}},"amount_credited_normalized":{"title":"Amount Credited Normalized","description":"Amount credited via credit notes, excluding tax, normalized to the organization default 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Invoices progress through draft, finalized, sent, and paid stages, and contain line items drawn from budget services.","example":{"id":"234","type":"invoices","attributes":{"number":"INV-2026-001","status":"draft","due_date":"2026-04-15","date":"2026-03-15","created_at":"2026-03-15T09:00:00.000+00:00","updated_at":"2026-03-15T09:00:00.000+00:00","total":"12500.00","subtotal":"11363.64","tax":"1136.36","currency":"USD","notes":"Payment due within 30 days","last_activity_at":"2026-03-15T09:00:00.000+00:00"},"relationships":{"company":{"data":{"type":"companies","id":"65111"}},"deal":{"data":{"type":"deals","id":"89"}},"subsidiary":{"data":null}}}},"resource_comment":{"type":"object","title":"Comment Resource","properties":{"version_number":{"type":"integer","title":"Version Number","description":"The version number of this comment, incremented on each edit.","example":{"eq":"value"}},"reactions":{"type":"object","title":"Reactions","description":"Emoji reactions on this comment, keyed by emoji with people and timestamps.","example":{"eq":"value"}},"deal":{"title":"Deal","description":"The deal this comment is associated with, if posted on a deal's activity feed.","example":{"eq":"value"}},"task_id":{"type":"integer","title":"Task","description":"The ID of the task this comment belongs to, if applicable.","example":[123]},"company":{"title":"Company","description":"The company this comment is associated with, if posted on a company's activity feed.","example":{"eq":"value"}},"attachment_ids":{"title":"Attachment Ids","description":"IDs of attachments to add to this comment when creating or updating.","example":[123,456]},"deleted_at":{"type":"string","title":"Deleted At","format":"date-time","description":"Timestamp when this comment was soft-deleted. 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deals.","example":{"eq":"value"}},"estimated_remaining_time":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_deal_report/properties/estimated_remaining_time"},"not_eq":{"$ref":"#/components/schemas/resource_deal_report/properties/estimated_remaining_time"},"contains":{"$ref":"#/components/schemas/resource_deal_report/properties/estimated_remaining_time"},"eq":{"$ref":"#/components/schemas/resource_deal_report/properties/estimated_remaining_time"}},"description":"Operator object — supports eq, not_eq, contains, not_contain.","example":{"gt":0}},{"$ref":"#/components/schemas/resource_deal_report/properties/estimated_remaining_time"}],"description":"Filter by estimated remaining time (estimated time minus worked 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(created_at).","example":{"gt":"2026-01-01"}},"status":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_project/properties/status"},"not_eq":{"$ref":"#/components/schemas/resource_project/properties/status"},"contains":{"$ref":"#/components/schemas/resource_project/properties/status"},"eq":{"$ref":"#/components/schemas/resource_project/properties/status"}},"description":"Operator object — supports eq, not_eq.","example":{"eq":"active"}},{"$ref":"#/components/schemas/resource_project/properties/status"}],"description":"Filter by project status. 1 = active, 2 = archived.","example":{"eq":"active"}},"project_color":{"oneOf":[{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_project/properties/project_color"},"not_eq":{"$ref":"#/components/schemas/resource_project/properties/project_color"},"not_contain":{"$ref":"#/components/schemas/resource_project/properties/project_color"},"contains":{"$ref":"#/components/schemas/resource_project/properties/project_color"}},"description":"Operator object — supports eq, not_eq, contains, not_contain.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_project/properties/project_color"}],"description":"Filter by the project's color label.","example":{"eq":"value"}},"total_worked_time":{"oneOf":[{"$ref":"#/components/schemas/resource_project/properties/total_worked_time"},{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_project/properties/total_worked_time"},"not_eq":{"$ref":"#/components/schemas/resource_project/properties/total_worked_time"},"contains":{"$ref":"#/components/schemas/resource_project/properties/total_worked_time"},"eq":{"$ref":"#/components/schemas/resource_project/properties/total_worked_time"}},"description":"Operator object — supports eq, not_eq, contains, not_contain.","example":{"gt":0}}],"description":"Filter by total worked time across all budgets including closed ones (in 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Tracks the vendor invoice number, date, due date, description, and total amounts received and cost. 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report group.","example":{"eq":"value"}},"query":{"type":"string","title":"Query","description":"The query parameters applied when generating this report row.","example":{"eq":"value"}},"tracking_type_id":{"type":"integer","title":"Tracking Type","description":"ID of the tracking type for deals in this report group.","example":[123]},"subscriber_id":{"type":"integer","title":"Subscriber","description":"ID of the subscriber (person following this deal for notifications).","example":[123]},"profit_margin":{"type":"number","title":"Profit Margin","description":"Profit margin as a percentage: profit divided by revenue.","example":{"eq":"value"}},"deal_todo_due_date":{"title":"Deal Todo Due Date","description":"Due date of the next to-do item on the deal.","example":{"gt":"2026-01-01"}},"expenses_billable":{"title":"Expenses Billable","description":"Total billable expense amount on the deal.","example":{"eq":"value"}},"future_booked_time":{"type":"integer","title":"Future Booked Time","description":"Number of hours scheduled on this deal in the future (from resourcing).","example":{"gt":0}},"total_estimated_cost":{"title":"Total Estimated Cost","description":"Sum of estimated costs across all deals in this report group.","example":{"gt":0}},"estimated_cost":{"title":"Estimated Cost","description":"Estimated cost to complete the deal.","example":{"gt":0}},"recurring_ends_on":{"type":"string","title":"Recurring Ends On","format":"date","description":"Date when the deal recurrence ends.","example":{"eq":"value"}},"fuzzy_dates":{"type":"string","title":"Fuzzy Dates","format":"date","description":"Relative date range expressions (e.g. this_month, last_quarter) used in date filters.","example":{"gt":"2026-01-01"}},"week":{"type":"string","title":"Week","description":"Week grouping for this deal report row (e.g. week, month, quarter).","example":{"eq":"value"}},"last_activity_at_period":{"title":"Last Activity At Period","description":"Time period grouping for last activity date (e.g. week, month, quarter).","example":{"gt":"2026-01-01"}},"deal_retainer":{"title":"Deal Retainer","description":"When true, this deal group represents retainer deals.","example":{"eq":"value"}},"total_estimated_time":{"type":"number","title":"Total Estimated Time","description":"Sum of estimated hours across all deals in this report group.","example":{"gt":0}},"stage_status_id":{"enum":[1,2,3,4],"type":"integer","title":"Stage Status","description":"ID of the current pipeline stage status.","example":[123]},"deal_budget_warning":{"title":"Deal Budget Warning","description":"Budget warning status of the deal.","example":{"gt":0}},"responsible":{"title":"Responsible","description":"The person responsible for managing this deal.","example":{"eq":"value"}},"deal_retainer_interval":{"title":"Deal Retainer Interval","description":"The retainer billing interval for deals in this group.","example":{"eq":"value"}},"owner_report":{"title":"Owner Report","description":"Related person report data for the deal owner.","example":{"eq":"value"}},"end_date":{"type":"string","title":"End Date","format":"date","description":"End date of the deal.","example":{"gt":"2026-01-01"}},"average_actual_rate_normalized":{"title":"Average Actual Rate Normalized","description":"Average actual billing rate across deals in this report row, in the normalized common currency.","example":{"gt":0}},"total_estimated_remaining_time":{"type":"number","title":"Total Estimated Remaining Time","description":"Sum of estimated remaining hours across all deals in this report group.","example":{"gt":0}},"origin_deal_id":{"type":"integer","title":"Origin Deal","description":"ID of the origin deal for this record.","example":[123]},"deal_client_access":{"title":"Deal Client Access","description":"Whether the deal is accessible by a specific client user.","example":{"eq":"value"}},"invoiced_percentage":{"type":"integer","title":"Invoiced Percentage","description":"Percentage of the budget total that has been invoiced.","example":{"eq":"value"}},"total_budgeted_time":{"type":"number","title":"Total Budgeted Time","description":"Sum of budgeted (estimated) hours across all deals in this report group.","example":{"gt":0}},"total_work_cost_default":{"title":"Total Work Cost Default","description":"Sum of labor (work) costs in the organization's default currency across all deals in this report group.","example":{"eq":"value"}},"pipeline_id":{"type":"integer","title":"Pipeline","description":"ID of the pipeline this deal belongs to.","example":[123]},"deal_date":{"title":"Deal Date","description":"Report grouping date for the deal.","example":{"gt":"2026-01-01"}},"time_approval":{"type":"boolean","title":"Time Approval","description":"Indicates whether time entries on this deal require approval.","example":{"gt":0}},"total_cost_default":{"title":"Total Cost Default","description":"Sum of total costs in the organization's default currency across all deals in this report group.","example":{"eq":"value"}},"deal_status_id":{"type":"integer","title":"Deal Status","description":"ID of the current deal status (pipeline stage).","example":[123]},"recurring":{"type":"boolean","title":"Recurring","description":"Indicates whether this deal is a recurring retainer.","example":{"eq":"value"}},"work_cost":{"title":"Work Cost","description":"Labor (work) cost for deals in this report group.","example":{"eq":"value"}},"won_date":{"type":"string","title":"Won Date","format":"date","description":"Time period grouping for the won date (e.g. week, month, quarter).","example":{"gt":"2026-01-01"}},"created_at_period":{"title":"Created At Period","description":"Time period grouping for the deal creation date.","example":{"gt":"2026-01-01"}},"type":{"enum":[1,2],"type":"integer","title":"Type","description":"Type of the deal (e.g. sales, production).","example":{"eq":"active"}},"stage_updated_at":{"type":"string","title":"Stage Updated At","format":"date","description":"Timestamp when the pipeline stage was last updated.","example":{"gt":"2026-01-01"}},"retainer":{"type":"integer","title":"Retainer","description":"When true, deals in this group are retainer deals.","example":{"eq":"value"}},"forecasted_margin":{"type":"number","title":"Forecasted Margin","description":"Forecasted profit margin as a percentage.","example":{"eq":"value"}},"responsible_id":{"type":"integer","title":"Responsible","description":"ID of the person responsible for managing this deal.","example":[123]},"deal_last_activity_at":{"title":"Deal Last Activity At","description":"Timestamp of the most recent activity on the deal associated with this report row.","example":{"gt":"2026-01-01"}},"invoiced":{"title":"Invoiced","description":"Amount of money invoiced to the client from this deal.","example":{"eq":"value"}},"actual_rate":{"title":"Actual Rate","description":"Actual billing rate achieved on the deal.","example":{"gt":0}},"billable_time":{"type":"integer","title":"Billable Time","description":"Total billable hours tracked on the deal.","example":{"gt":0}},"won_at":{"type":"string","title":"Won At","format":"date","description":"Timestamp when the deal was marked as won.","example":{"gt":"2026-01-01"}},"creator_id":{"type":"integer","title":"Creator","description":"ID of the person who created the deal.","example":[123]},"template":{"type":"string","title":"Template","description":"Indicates whether this deal was created from a template.","example":{"eq":"value"}},"parent_company_id":{"type":"integer","title":"Parent Company","description":"ID of the parent company of the client linked to deals in this group, used for hierarchical company filtering.","example":[123]},"services_revenue":{"title":"Services Revenue","description":"Revenue from services only, excluding revenue from billable expenses.","example":{"eq":"value"}},"designated_approver_id":{"type":"integer","title":"Designated Approver","description":"ID of the person designated as the approver for deals in this group.","example":[123]},"lost_reason_id":{"type":"integer","title":"Lost Reason","description":"ID of the reason why the deal was lost.","example":[123]},"total_profit":{"title":"Total Profit","description":"Sum of profit amounts across all deals in this report group.","example":{"eq":"value"}},"date":{"type":"string","title":"Date","format":"date","description":"Report grouping date for time-period dimensions.","example":{"gt":"2026-01-01"}},"average_days_in_current_stage":{"type":"integer","title":"Average Days In Current Stage","description":"Average number of calendar days deals have spent in their current pipeline stage.","example":{"eq":"value"}},"forecasted_revenue":{"title":"Forecasted Revenue","description":"Forecasted revenue amount.","example":{"eq":"value"}},"sales_closed_on_period":{"title":"Sales Closed On Period","description":"Time period grouping for the sales closed-on date (e.g. week, month, quarter).","example":{"eq":"value"}},"creator":{"title":"Creator","description":"Person who created the deal.","example":{"eq":"value"}},"total_profit_normalized":{"title":"Total Profit Normalized","description":"Sum of profit amounts in the normalized currency across all deals in this report group.","example":{"eq":"value"}},"color_id":{"type":"integer","title":"Color","description":"Color label ID assigned to the deal.","example":[123]},"total_budget_total":{"title":"Total Budget Total","description":"Sum of total approved budget amounts across all deals in this report group.","example":{"gt":0}},"deal_lost_date":{"title":"Deal Lost Date","description":"Date when the deal was marked as lost.","example":{"gt":"2026-01-01"}},"total_profit_default":{"title":"Total Profit Default","description":"Sum of profit amounts in the organization's default currency across all deals in this report group.","example":{"eq":"value"}},"total_projected_revenue":{"title":"Total Projected Revenue","description":"Sum of projected revenue amounts across all deals in this report group.","example":{"eq":"value"}},"average_days_since_created":{"type":"integer","title":"Average Days Since Created","description":"Average number of calendar days from deal creation to closure (or now if still open).","example":{"eq":"value"}},"estimated_remaining_time":{"type":"integer","title":"Estimated Remaining Time","description":"Estimated remaining time to complete the deal.","example":{"gt":0}},"credited":{"title":"Credited","description":"Whether the deal revenue is credited to the responsible person.","example":{"eq":"value"}},"sales_closed_on":{"type":"string","title":"Sales Closed On","format":"date","description":"Date when the deal was closed (won or lost).","example":{"eq":"value"}},"forecasted_budget_used":{"title":"Forecasted Budget Used","description":"Forecasted total budget used: current budget used plus future budget used.","example":{"gt":0}},"total_budget_used":{"title":"Total Budget Used","description":"Sum of budget used amounts across all deals in this report group.","example":{"gt":0}},"total_services_revenue_default":{"title":"Total Services Revenue Default","description":"Sum of services revenue in the organization's default currency across all deals in this report group.","example":{"eq":"value"}},"days_in_current_stage":{"type":"integer","title":"Days In Current Stage","description":"Average number of days deals in this group have been in their current pipeline stage.","example":{"eq":"value"}},"deal_average_days_in_current_stage":{"title":"Deal Average Days In Current Stage","description":"Average number of calendar days deals have spent in their current pipeline stage.","example":{"eq":"value"}},"primary_contact":{"title":"Primary Contact","description":"The primary contact person for the company linked to deals in this group.","example":{"eq":"value"}},"average_days_since_last_activity":{"type":"integer","title":"Average Days Since Last Activity","description":"Average number of days since the last activity across deals in this report.","example":{"eq":"value"}},"average_actual_rate_default":{"title":"Average Actual Rate Default","description":"Average actual billing rate across deals in this report row, in the organization's default currency.","example":{"gt":0}},"future_budget_used":{"title":"Future Budget Used","description":"Total future budget used, calculated from resourcing data.","example":{"gt":0}},"currency_normalized":{"title":"Currency Normalized","description":"Currency code in the normalized common currency.","example":{"eq":"value"}},"recurring_starts_on":{"type":"string","title":"Recurring Starts On","format":"date","description":"Date when the deal recurrence starts.","example":{"eq":"value"}},"previous_deal_status":{"title":"Previous Deal Status","description":"The previous deal status label (stage the deal was in before the current one).","example":{"eq":"active"}},"days_since_last_activity":{"type":"integer","title":"Days Since Last Activity","description":"Average number of days since the last activity was recorded on deals in this group.","example":{"eq":"value"}},"total_work_cost_normalized":{"title":"Total Work Cost Normalized","description":"Sum of labor (work) costs in the normalized currency across all deals in this report group.","example":{"eq":"value"}},"accessible_by_person":{"type":"integer","title":"Accessible By Person","description":"Person who has access to the deal in this report row.","example":{"eq":"value"}},"budget_remaining":{"title":"Budget Remaining","description":"Remaining budget on the deal (budget total minus budget used).","example":{"gt":0}},"estimated_time":{"type":"integer","title":"Estimated Time","description":"Total estimated time required to complete the deal's scope.","example":{"gt":0}},"contract_id":{"type":"integer","title":"Contract","description":"ID of the contract this deal is linked to.","example":[123]},"previous_probability":{"type":"string","title":"Previous Probability","description":"Probability percentage of the deal before the last status change.","example":{"eq":"value"}},"draft_invoiced":{"title":"Draft Invoiced","description":"Total amount invoiced in draft status on the deal.","example":{"eq":"value"}},"total_revenue_default":{"title":"Total Revenue Default","description":"Sum of revenue amounts in the organization's default currency across all deals in this report group.","example":{"eq":"value"}},"fuzzy_people":{"type":"integer","title":"Fuzzy People","description":"Relative person references (e.g. current_user) used in people-based filters.","example":{"eq":"value"}},"deal_average_days_since_created":{"title":"Deal Average Days Since Created","description":"Average number of calendar days from deal creation to closure (or now if still open).","example":{"eq":"value"}},"total_budget_total_default":{"title":"Total Budget Total Default","description":"Sum of total approved budget amounts in the organization's default currency across all deals in this report group.","example":{"gt":0}},"forecasted_profit":{"title":"Forecasted Profit","description":"Forecasted profit amount.","example":{"eq":"value"}},"deal_end_date":{"title":"Deal End Date","description":"End date of the deal.","example":{"gt":"2026-01-01"}},"purchase_order_number":{"type":"string","title":"Purchase Order Number","description":"The Purchase Order number provided by the client for this deal.","example":"PO-2024-017"},"forecasted_time_usage":{"type":"number","title":"Forecasted Time Usage","description":"Forecasted time usage as a percentage of estimated time.","example":{"gt":0}},"average_rate_normalized":{"title":"Average Rate Normalized","description":"Average billing rate on the deal, in the normalized common currency.","example":{"gt":0}},"year":{"type":"string","title":"Year","description":"Year grouping for this deal report row.","example":{"eq":"value"}},"deal_sales_closed_at":{"title":"Deal Sales Closed At","description":"Timestamp when the deal was closed for sales (won or lost).","example":{"gt":"2026-01-01"}},"delivered_on":{"type":"string","title":"Delivered On","format":"date","description":"Date the deal was delivered to the client.","example":{"eq":"value"}},"stage_updated_at_period":{"title":"Stage Updated At Period","description":"Time period grouping for the stage updated-at date (e.g. week, month, quarter).","example":{"gt":"2026-01-01"}},"total_services_revenue_normalized":{"title":"Total Services Revenue Normalized","description":"Sum of services revenue in the normalized currency across all deals in this report group.","example":{"eq":"value"}},"manually_invoiced":{"enum":[1,2],"type":"integer","title":"Manually Invoiced","description":"Amount manually marked as invoiced on this deal.","example":{"eq":"value"}},"total_estimated_cost_normalized":{"title":"Total Estimated Cost Normalized","description":"Sum of estimated costs in the normalized currency across all deals in this report group.","example":{"gt":0}},"unapproved_time":{"type":"integer","title":"Unapproved Time","description":"Amount of unapproved time tracked on deals in this report group.","example":{"gt":0}},"company_id":{"type":"integer","title":"Company","description":"ID of the client company associated with the deal.","example":[123]},"total_projected_revenue_normalized":{"title":"Total Projected Revenue Normalized","description":"Sum of projected revenue amounts in the normalized currency across all deals in this report group.","example":{"eq":"value"}},"deal_won_date":{"title":"Deal Won Date","description":"Date when the deal was marked as won.","example":{"gt":"2026-01-01"}},"project_id":{"type":"integer","title":"Project","description":"ID of the project associated with this deal.","example":[123]},"total_projected_revenue_default":{"title":"Total Projected Revenue Default","description":"Sum of projected revenue amounts in the organization's default currency across all deals in this report group.","example":{"eq":"value"}},"total_budget_used_default":{"title":"Total Budget Used Default","description":"Sum of budget used amounts in the organization's default currency across all deals in this report group.","example":{"gt":0}},"recurring_interval_id":{"enum":[3,2,1,6,5,4],"type":"integer","title":"Recurring Interval","description":"ID of the recurring interval type.","example":[123]},"average_rate_default":{"title":"Average Rate Default","description":"Average billing rate on the deal, in the organization's default currency.","example":{"gt":0}},"jump_query":{"type":"string","title":"Jump Query","description":"Condensed query object used for quick navigation to drill-down report views.","example":{"eq":"value"}},"manual_invoicing_status":{"type":"boolean","title":"Manual Invoicing Status","description":"Indicates whether the deal has been manually marked as invoiced.","example":{"eq":"active"}},"approval_policy_id":{"type":"integer","title":"Approval Policy","description":"ID of the approval policy associated with the deal.","example":[123]},"total_services_revenue":{"title":"Total Services Revenue","description":"Sum of services revenue across all deals in this report group.","example":{"eq":"value"}},"deal_created_at":{"title":"Deal Created At","description":"Date and time the deal record was created.","example":{"gt":"2026-01-01"}},"total_expense_normalized":{"title":"Total Expense Normalized","description":"Sum of expense costs in the normalized currency across all deals in this report group.","example":{"eq":"value"}},"deal_sales_status_updated_at":{"title":"Deal Sales Status Updated At","description":"Timestamp when the deal's sales status was last updated.","example":{"gt":"2026-01-01"}},"tags":{"type":"string","title":"Tags","description":"List of tags applied to the deal.","example":{"eq":"value"}},"subsidiary":{"title":"Subsidiary","description":"The subsidiary (legal entity) this deal is attributed to.","example":{"eq":"value"}},"deal_probability":{"title":"Deal Probability","description":"Current probability of winning the deal (0–100).","example":{"eq":"value"}},"primary_contact_report":{"title":"Primary Contact Report","description":"Report object for the primary contact person of the company linked to deals in this group.","example":{"eq":"value"}},"designated_approver":{"title":"Designated Approver","description":"The person designated as the approver for deals in this group.","example":{"eq":"value"}},"total_expense":{"title":"Total Expense","description":"Sum of expense costs across all deals in this report group.","example":{"eq":"value"}},"previous_deal_status_id":{"type":"integer","title":"Previous Deal Status","description":"ID of the previous deal status.","example":[123]},"total_cost":{"title":"Total Cost","description":"Sum of total costs across all deals in this report group.","example":{"eq":"value"}},"deal_sales_closed_on":{"title":"Deal Sales Closed On","description":"Date the deal was closed for sales (won or lost).","example":{"eq":"value"}},"currency_default":{"title":"Currency Default","description":"Currency code in the organization's default currency.","example":{"eq":"value"}},"total_budget_used_normalized":{"title":"Total Budget Used Normalized","description":"Sum of budget used amounts in the normalized currency across all deals in this report group.","example":{"gt":0}},"deal_purchase_order_number":{"title":"Deal Purchase Order Number","description":"Purchase order number provided by the client for this deal.","example":"PO-2024-017"},"project":{"title":"Project","description":"The project associated with this deal.","example":{"eq":"value"}},"deal_status":{"title":"Deal Status","description":"Current pipeline stage of the deal.","example":{"eq":"active"}},"invoiced_rate":{"title":"Invoiced Rate","description":"Invoiced amount divided by worked hours.","example":{"gt":0}},"deal_closed_at":{"title":"Deal Closed At","description":"Date and time when the deal was closed.","example":{"gt":"2026-01-01"}},"contact_report":{"title":"Contact Report","description":"Related report for the deal's contact person.","example":{"eq":"value"}},"days_since_created":{"type":"integer","title":"Days Since Created","description":"Average number of days since deals in this group were created.","example":{"eq":"value"}},"formula_fields":{"title":"Formula Fields","description":"Computed values for custom formula fields defined on the report.","example":{"eq":"value"}},"budget_used":{"title":"Budget Used","description":"Amount of budget already consumed on the deal.","example":{"gt":0}},"deal_number":{"title":"Deal Number","description":"Unique deal number identifier.","example":{"eq":"value"}},"retainer_interval":{"enum":["week","two_weeks","month","quarter","half_year","year"],"type":"string","title":"Retainer Interval","description":"The billing interval for retainer deals in this group.","example":{"eq":"value"}},"deal_previous_probability":{"title":"Deal Previous Probability","description":"Previous probability of winning the deal before the last update.","example":{"eq":"value"}},"expense":{"title":"Expense","description":"Total expense cost on the deal.","example":{"eq":"value"}},"status":{"enum":[1,2],"type":"integer","title":"Status","description":"Current status of the deal (e.g. open, won, lost).","example":{"eq":"active"}},"projected_revenue":{"title":"Projected Revenue","description":"Projected revenue: budget total multiplied by deal probability.","example":{"eq":"value"}},"formulas":{"type":"integer","title":"Formulas","description":"Custom formula definitions applied to this report row.","example":{"eq":"value"}},"budget_status":{"enum":[1,2],"type":"integer","title":"Budget Status","description":"Budget health status of the deal — indicates whether spending is within budget thresholds.","example":{"gt":0}},"forecasted_budget_usage":{"type":"number","title":"Forecasted Budget Usage","description":"Forecasted budget usage as a percentage.","example":{"gt":0}},"report":{"title":"Report","description":"Related deal report data for this group (self-referential for drill-down).","example":{"eq":"value"}},"total_budget_from_services_normalized":{"title":"Total Budget From Services Normalized","description":"The total budget value derived from services for deals in this group, normalized to the deal currency.","example":{"gt":0}},"quarter":{"type":"string","title":"Quarter","description":"Quarter grouping label for this report row (e.g. Q1 2026).","example":{"eq":"value"}},"full_query":{"type":"string","title":"Full Query","description":"Full API query object used to generate this report row.","example":{"eq":"value"}},"total_budget_from_services":{"title":"Total Budget From Services","description":"The total budget value derived from services for deals in this group, in the deal currency.","example":{"gt":0}},"count":{"type":"integer","title":"Count","description":"Number of deals grouped into this report row.","example":{"gt":0}},"total_budget_from_services_default":{"title":"Total Budget From Services Default","description":"The total budget value derived from services for deals in this group, in the organization's default currency.","example":{"gt":0}},"deal_average_days_since_last_activity":{"title":"Deal Average Days Since Last Activity","description":"Timestamp of the most recent activity on the deal associated with this report row.","example":{"eq":"value"}},"created_at":{"type":"string","title":"Created At","format":"date","description":"Date and time the deal record was created.","example":{"gt":"2026-01-01"}},"revenue_distribution_type":{"enum":["default","even","custom"],"type":"string","title":"Revenue Distribution Type","description":"Revenue recognition method used for this deal.","example":{"eq":"active"}},"number":{"type":"string","title":"Number","description":"Unique number identifying this deal.","example":{"eq":"value"}},"forecasted_billable_time":{"type":"integer","title":"Forecasted Billable Time","description":"Forecasted billable time: current billable time plus future scheduled time.","example":{"gt":0}},"todo_due_date":{"type":"string","title":"Todo Due Date","format":"date","description":"Due date for todo items associated with this deal.","example":{"gt":"2026-01-01"}},"organization":{"title":"Organization","description":"The organization this deal belongs to.","example":{"eq":"value"}},"project_report":{"title":"Project Report","description":"Related project report data for this deal.","example":{"eq":"value"}},"needs_invoicing":{"type":"boolean","title":"Needs Invoicing","description":"Indicates whether the deal has outstanding amounts pending invoicing.","example":{"eq":"value"}},"month":{"type":"string","title":"Month","description":"Month grouping label for this report row (e.g. March 2026).","example":{"eq":"value"}},"total_billable_time":{"type":"number","title":"Total Billable Time","description":"Sum of billable hours tracked across all deals in this report group.","example":{"gt":0}},"lost_date":{"type":"string","title":"Lost Date","format":"date","description":"Date when the deal was marked as lost.","example":{"gt":"2026-01-01"}},"last_activity_at":{"type":"string","title":"Last Activity At","format":"date","description":"Timestamp of the most recent activity on this deal.","example":{"gt":"2026-01-01"}},"total_expense_default":{"title":"Total Expense Default","description":"Sum of expense costs in the organization's default currency across all deals in this report group.","example":{"eq":"value"}},"average_retainer_interval_count":{"type":"integer","title":"Average Retainer Interval Count","description":"The average number of interval units per retainer period across grouped deals.","example":{"gt":0}},"worked_time":{"type":"integer","title":"Worked Time","description":"Total worked (tracked) hours for deals in this report group.","example":{"gt":0}},"group":{"type":"string","title":"Group","description":"The grouping dimension for this report row (e.g. the company, pipeline, or person being grouped by).","example":{"eq":"value"}},"average_actual_rate":{"title":"Average Actual Rate","description":"Average actual billing rate across deals in this report row, in the deal's budget currency.","example":{"gt":0}},"deal_custom_fields":{"title":"Deal Custom Fields","description":"Custom field values on the deal.","example":{"eq":"value"}},"lost_at":{"type":"string","title":"Lost At","format":"date","description":"Timestamp when the deal was marked as lost.","example":{"gt":"2026-01-01"}},"status_id":{"type":"integer","title":"Status","description":"ID of the current deal status.","example":[123]},"deal_type_id":{"type":"integer","title":"Deal Type","description":"ID of the deal type (retainer or one-off).","example":[123]},"probability":{"type":"string","title":"Probability","description":"Likelihood of winning this deal as a percentage (100 for won, 0 for lost by default).","example":{"eq":"value"}},"next_occurrence_on":{"type":"string","title":"Next Occurrence On","format":"date","description":"Date when the next recurring occurrence of this deal will be generated.","example":{"eq":"value"}},"pending_invoicing":{"title":"Pending Invoicing","description":"Amount of money pending invoicing for this deal.","example":{"eq":"value"}},"average_rate":{"title":"Average Rate","description":"Average billing rate on the deal, in the deal's budget currency.","example":{"gt":0}},"budget_warning":{"type":"integer","title":"Budget Warning","description":"Budget warning flag — indicates whether the deal is approaching or exceeding budget limits.","example":{"gt":0}},"total_work_cost":{"title":"Total Work Cost","description":"Sum of labor (work) costs across all deals in this report group.","example":{"eq":"value"}},"sales_closed_at":{"type":"string","title":"Sales Closed At","format":"date","description":"Timestamp when the deal was closed (won or lost).","example":{"gt":"2026-01-01"}},"discount":{"type":"number","title":"Discount","description":"Discount amount or percentage applied to the deal.","example":{"gt":0}},"company":{"title":"Company","description":"Client company associated with the deal.","example":{"eq":"value"}},"future_cost":{"title":"Future Cost","description":"Total future 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(sales_closed_at).","example":{"gt":"2026-01-01"}},"days_since_created":{"oneOf":[{"$ref":"#/components/schemas/resource_budget_report/properties/days_since_created"},{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_budget_report/properties/days_since_created"},"eq":{"$ref":"#/components/schemas/resource_budget_report/properties/days_since_created"},"contains":{"$ref":"#/components/schemas/resource_budget_report/properties/days_since_created"},"not_eq":{"$ref":"#/components/schemas/resource_budget_report/properties/days_since_created"}},"description":"Object form with operator key (eq, not_eq, contains, not_contain).","example":{"eq":"value"}}],"description":"Filter by the number of days elapsed since the budget was created 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(`designated_approver_id`).","example":[123]},"services_revenue":{"oneOf":[{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_budget_report/properties/services_revenue"},"not_contain":{"$ref":"#/components/schemas/resource_budget_report/properties/services_revenue"},"eq":{"$ref":"#/components/schemas/resource_budget_report/properties/services_revenue"},"not_eq":{"$ref":"#/components/schemas/resource_budget_report/properties/services_revenue"}},"description":"Operator object — supports `eq`, `not_eq`, `contains`, `not_contain`.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_budget_report/properties/services_revenue"}],"description":"Filter by revenue from services only (excluding expenses and manual 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invoiced).","example":{"eq":"value"}},"purchase_order_number":{"oneOf":[{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_budget_report/properties/purchase_order_number"},"not_eq":{"$ref":"#/components/schemas/resource_budget_report/properties/purchase_order_number"},"not_contain":{"$ref":"#/components/schemas/resource_budget_report/properties/purchase_order_number"},"contains":{"$ref":"#/components/schemas/resource_budget_report/properties/purchase_order_number"}},"description":"Operator object — supports `eq`, `not_eq`, `contains`, `not_contain`.","example":{"eq":"PO-2024-017"}},{"$ref":"#/components/schemas/resource_budget_report/properties/purchase_order_number"}],"description":"Filter by purchase order 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(next_occurrence_on).","example":{"eq":"value"}},"won_at":{"oneOf":[{"$ref":"#/components/schemas/resource_budget_report/properties/won_at"},{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_budget_report/properties/won_at"},"not_eq":{"$ref":"#/components/schemas/resource_budget_report/properties/won_at"},"contains":{"$ref":"#/components/schemas/resource_budget_report/properties/won_at"},"not_contain":{"$ref":"#/components/schemas/resource_budget_report/properties/won_at"}},"description":"Operator object — supports `eq`, `not_eq`, `contains`, `not_contain`.","example":{"gt":"2026-01-01"}}],"description":"Filter by the date the deal was marked as won (won_at).","example":{"gt":"2026-01-01"}},"work_cost":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_budget_report/properties/work_cost"},"not_eq":{"$ref":"#/components/schemas/resource_budget_report/properties/work_cost"},"eq":{"$ref":"#/components/schemas/resource_budget_report/properties/work_cost"},"contains":{"$ref":"#/components/schemas/resource_budget_report/properties/work_cost"}},"description":"Operator object — supports `eq`, `not_eq`, `contains`, `not_contain`.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_budget_report/properties/work_cost"}],"description":"Filter by work cost amount 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(delivered_on).","example":{"eq":"value"}},"fuzzy_people":{"oneOf":[{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_budget_report/properties/fuzzy_people"},"not_contain":{"$ref":"#/components/schemas/resource_budget_report/properties/fuzzy_people"},"contains":{"$ref":"#/components/schemas/resource_budget_report/properties/fuzzy_people"},"not_eq":{"$ref":"#/components/schemas/resource_budget_report/properties/fuzzy_people"}},"description":"Operator object — supports `eq`, `not_eq`, `contains`, `not_contain`.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_budget_report/properties/fuzzy_people"}],"description":"Filter using fuzzy person references (e.g. me, my_team) for person 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(recurring_starts_on).","example":{"eq":"value"}},"previous_or_current_deal_status_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_budget_report/properties/previous_or_current_deal_status_id"},"not_contain":{"$ref":"#/components/schemas/resource_budget_report/properties/previous_or_current_deal_status_id"},"eq":{"$ref":"#/components/schemas/resource_budget_report/properties/previous_or_current_deal_status_id"},"contains":{"$ref":"#/components/schemas/resource_budget_report/properties/previous_or_current_deal_status_id"}},"description":"Operator object — supports `eq`, `not_eq`, `contains`, `not_contain`.","example":[123]},{"$ref":"#/components/schemas/resource_budget_report/properties/previous_or_current_deal_status_id"}],"description":"Filter by deals that are currently or were previously in the specified deal 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(`started_at`).","example":{"gt":"2026-01-01"}},"approved_at":{"oneOf":[{"$ref":"#/components/schemas/resource_time_entry_report/properties/approved_at"},{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_time_entry_report/properties/approved_at"},"not_contain":{"$ref":"#/components/schemas/resource_time_entry_report/properties/approved_at"},"not_eq":{"$ref":"#/components/schemas/resource_time_entry_report/properties/approved_at"},"eq":{"$ref":"#/components/schemas/resource_time_entry_report/properties/approved_at"}},"description":"Operator object — supports eq, not_eq, contains, not_contain.","example":{"gt":"2026-01-01"}}],"description":"Filter by approval date range 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(`ended_at`).","example":{"gt":"2026-01-01"}},"role_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_time_entry_report/properties/role_id"},"eq":{"$ref":"#/components/schemas/resource_time_entry_report/properties/role_id"},"contains":{"$ref":"#/components/schemas/resource_time_entry_report/properties/role_id"},"not_contain":{"$ref":"#/components/schemas/resource_time_entry_report/properties/role_id"}},"description":"Operator object — supports eq, not_eq, contains, not_contain.","example":[123]},{"$ref":"#/components/schemas/resource_time_entry_report/properties/role_id"}],"description":"Filter by the role of the associated 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Task lists belong to a project and optionally to a board (folder).","example":{"id":"14308","type":"task_lists","attributes":{"name":"Sprint 42","position":1,"placement":1000000,"archived_at":null,"email_key":"a1b2c3d4e5f6789012345678901234ab"},"relationships":{"project":{"data":{"type":"projects","id":"6899"}},"board":{"data":null},"folder":{"data":{"type":"folders","id":"5522"}}}}},"resource_widget":{"type":"object","title":"Widget Resource","properties":{"width":{"type":"integer","title":"Width","description":"The width of this widget in dashboard grid units.","example":{"eq":"value"}},"report_layout_id":{"type":"integer","title":"Report Layout","description":"ID of the report layout used by this widget.","example":[123]},"params":{"title":"Params","description":"Additional configuration parameters for this widget's data and display.","example":{"eq":"value"}},"dashboard":{"title":"Dashboard","description":"The dashboard this widget belongs to.","example":{"eq":"value"}},"column_position":{"type":"integer","title":"Column Position","description":"The horizontal column position of this widget within the dashboard grid.","example":{"eq":"value"}},"title":{"type":"string","title":"Title","description":"The display title shown at the top of this widget.","example":{"eq":"value"}},"organization":{"title":"Organization","description":"The organization this widget belongs to.","example":{"eq":"value"}},"attachment_ids":{"title":"Attachment Ids","description":"IDs of attachments to associate with this widget.","example":[123,456]},"row_position":{"type":"integer","title":"Row Position","description":"The vertical row position of this widget within the dashboard grid.","example":{"eq":"value"}},"dashboard_id":{"type":"integer","title":"Dashboard","description":"ID of the dashboard this widget belongs to.","example":[123]},"content":{"type":"string","title":"Content","description":"The rich text or HTML content of this widget, used 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custom domain.","example":{"eq":"value"}},"subsidiaries":{"title":"Subsidiaries","description":"The subsidiaries that use this custom domain.","example":{"eq":"value"}},"id":{"type":"integer","title":"Id","description":"The unique identifier of this custom domain.","example":[123]},"mailgun_spf":{"type":"string","title":"Mailgun Spf","description":"The SPF DNS record required for email sender authentication via Mailgun for this custom domain.","example":{"eq":"value"}},"mailgun_mx":{"title":"Mailgun Mx","description":"The MX DNS records required for Mailgun email routing for this custom domain.","example":{"eq":"value"}},"email_sender_name":{"type":"string","title":"Email Sender Name","description":"The sender name for emails.","example":{"eq":"value"}},"allow_user_email":{"type":"boolean","title":"Allow User Email","description":"Whether to allow user email.","example":{"eq":"value"}},"email_sender_address":{"type":"string","title":"Email Sender Address","description":"The email 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finalized).","example":1},"exported_at":{"type":"string","title":"Exported At","format":"date-time","description":"Timestamp when this purchase order was exported to an accounting system, or null if not yet exported.","example":"2026-04-12T14:22:00.000+01:00"},"query":{"type":"string","title":"Query","description":"A full-text search query to filter purchase orders by number, subject, or vendor name.","example":"PO-2024"},"total_cost_with_tax_normalized":{"title":"Total Cost With Tax Normalized","description":"The total cost with tax normalized.","example":187500},"total_cost_with_tax_default":{"title":"Total Cost With Tax Default","description":"The total cost with tax default.","example":187500},"currency_default":{"title":"Currency Default","description":"The purchase order amount converted to the organization's default currency.","example":"USD"},"exchange_date":{"type":"string","title":"Exchange Date","format":"date","description":"The date used for applying the exchange rate when converting this purchase order's currency.","example":"2026-04-10"},"note":{"title":"Note","description":"The note or description body of this purchase order.","example":"Please confirm delivery date for the attached items."},"total_cost":{"title":"Total Cost","description":"The total cost of this purchase order (excluding tax) in the purchase order's currency.","example":150000},"received_on":{"type":"string","title":"Received On","format":"date-time","description":"Timestamp when this purchase order was received by the vendor, or null if not yet received.","example":"2026-04-15T10:30:00.000+01:00"},"total_received":{"title":"Total Received","description":"The total amount received against this purchase order in the purchase order's currency.","example":150000},"export_url":{"type":"string","title":"Export Url","description":"The URL of the exported purchase order in the external accounting system.","example":"https://go.xero.com/PurchaseOrders/Edit/abc123"},"delivery_on":{"type":"string","title":"Delivery On","format":"date","description":"Date when the goods or services covered by this purchase order are expected to be delivered.","example":"2026-04-17"},"organization":{"title":"Organization","description":"The organization this purchase order belongs to.","example":{"data":{"type":"organizations","id":"109"}}},"sent_status":{"enum":[1,2],"type":"integer","title":"Sent Status","description":"The sent status of this purchase order, indicating whether it has been sent (1=sent, 2=not sent).","example":1},"total_cost_normalized":{"title":"Total Cost Normalized","description":"The total cost converted to the normalized (reporting) currency.","example":150000},"exchange_rate":{"type":"number","title":"Exchange Rate","description":"The exchange rate applied to convert this purchase order's currency to the organization's default currency.","example":"1.00000000000000000000"},"footer_interpolated":{"title":"Footer Interpolated","description":"The footer text with template placeholders replaced by actual values from the purchase order.","example":"Payment terms: net 30."},"document_type_id":{"type":"integer","title":"Document Type","description":"ID of the document type associated with this purchase order.","example":12},"note_interpolated":{"title":"Note Interpolated","description":"The note text with template placeholders replaced by actual values from the purchase order.","example":"Please confirm delivery date for PO-2024-017."},"creator":{"title":"Creator","description":"The person who created this purchase order.","example":{"data":{"type":"people","id":"345678"}}},"issued_on":{"type":"string","title":"Issued On","format":"date","description":"Date when this purchase order was issued.","example":"2026-04-10"},"payment_status_id":{"enum":[1,2,3],"type":"integer","title":"Payment Status","description":"The payment status ID indicating how much of this purchase order has been received (1=not received, 2=partially received, 3=fully received).","example":1},"vendor":{"title":"Vendor","description":"The vendor (client/company) this purchase order was sent to.","example":{"data":{"type":"companies","id":"234567"}}},"attachment_id":{"type":"integer","title":"Attachment","description":"ID of the file attachment associated with this purchase order.","example":89012},"deal_id":{"type":"integer","title":"Deal","description":"ID of the deal (budget) this purchase order is linked to.","example":456789},"total_received_default":{"title":"Total Received Default","description":"The total amount received converted to the organization's default currency.","example":150000},"attachment":{"title":"Attachment","description":"The file attachment associated with this purchase order.","example":{"data":{"type":"attachments","id":"89012"}}},"sent_on":{"type":"string","title":"Sent On","format":"date","description":"Date when this purchase order was sent to the vendor.","example":"2026-04-10"},"subscriber_ids":{"title":"Subscriber Ids","description":"Array of IDs of users subscribed to receive notifications about this purchase order.","example":[345678,456789]},"footer":{"title":"Footer","description":"The footer text template for this purchase order, sourced from the associated document type.","example":"Payment terms: net 30."},"currency":{"type":"string","title":"Currency","description":"The currency of this purchase order.","example":"USD"},"creator_id":{"type":"integer","title":"Creator","description":"ID of the person who created this purchase order.","example":345678},"bill_to":{"title":"Bill To","description":"The billing address of the recipient (bill to contact data) on this purchase order.","example":{"data":{"type":"contact_entries","id":"78"}}},"number":{"type":"string","title":"Number","description":"The auto-generated reference number of this purchase order.","example":"PO-2024-017"},"total_cost_with_tax":{"title":"Total Cost With Tax","description":"The total cost with tax.","example":187500},"vendor_id":{"type":"integer","title":"Vendor","description":"ID of the vendor (client/company) this purchase order was sent to.","example":234567},"document_type":{"title":"Document Type","description":"The document type associated with this purchase order.","example":{"data":{"type":"document_types","id":"12"}}},"deal":{"title":"Deal","description":"The deal (budget) this purchase order is linked to.","example":{"data":{"type":"deals","id":"456789"}}},"project_id":{"type":"integer","title":"Project","description":"ID of the project associated with the deal this purchase order is linked to.","example":567890},"currency_normalized":{"title":"Currency Normalized","description":"The purchase order amount converted to the normalized (reporting) currency.","example":"USD"},"deal_name":{"title":"Deal Name","description":"The name of the deal (budget) this purchase order is linked to.","example":"Q2 Marketing Campaign"},"bill_from":{"title":"Bill From","description":"The billing address of the sender (bill from contact data) on this purchase order.","example":{"data":{"type":"contact_entries","id":"79"}}},"export_integration_type_id":{"enum":[1,2,3,4,5,6,7,8,9,10,11],"type":"integer","title":"Export Integration Type","description":"The export integration type id.","example":3},"id":{"type":"integer","title":"Id","description":"Unique identifier of this purchase order.","example":1234567},"exported":{"title":"Exported","description":"Whether this purchase order has been exported to an accounting system.","example":true},"created_at":{"type":"string","title":"Created At","format":"date-time","description":"Timestamp when this purchase order was created.","example":"2026-04-01T09:00:00.000+01:00"},"email_key":{"type":"string","title":"Email Key","description":"A unique key used to identify this purchase order when 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group.","example":[123]},"updated_at":{"type":"string","title":"Updated At","format":"date"},"reimbursable":{"type":"boolean","title":"Reimbursable","description":"Reimbursable for this expense report group.","example":{"eq":"value"}},"company_report":{"title":"Company Report","description":"Company report for this expense report group.","example":{"eq":"value"}},"full_query":{"type":"string","title":"Full Query","description":"Full query for this expense report group.","example":{"eq":"value"}},"total_profit":{"title":"Total Profit","description":"Sum of profit across all records in this expense report group.","example":{"eq":"value"}},"awaiting_approval_from_approver_id":{"type":"integer","title":"Awaiting Approval From Approver","description":"Awaiting approval from approver id for this expense report group.","example":[123]},"year":{"type":"string","title":"Year","description":"Year grouping for this expense report row.","example":{"eq":"value"}},"total_tax_amount":{"title":"Total 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row.","example":[123]},"expense_pay_on":{"title":"Expense Pay On","description":"Expense pay on for this expense report group.","example":{"eq":"value"}},"pay_on_period":{"title":"Pay On Period","description":"Time period grouping for pay on (e.g. week, month, quarter).","example":{"eq":"value"}},"paid_on_period":{"title":"Paid On Period","description":"Time period grouping for paid on (e.g. week, month, quarter).","example":{"eq":"value"}},"draft":{"type":"boolean","title":"Draft","description":"Draft for this expense report group.","example":{"eq":"value"}},"assigned_approver_id":{"type":"integer","title":"Assigned Approver","description":"Assigned approver id for this expense report group.","example":[123]},"designated_approver":{"title":"Designated Approver","description":"The person designated as the approver for the budget linked to this expense entry.","example":{"eq":"value"}},"invoiced":{"type":"integer","title":"Invoiced","description":"Invoiced for this expense report group.","example":{"eq":"value"}},"total_amount":{"title":"Total Amount","description":"Sum of amount across all records in this expense report group.","example":{"gt":0}},"currency_normalized":{"type":"string","title":"Currency Normalized","description":"Currency in the normalized currency for this expense report group.","example":{"eq":"value"}},"responsible_id":{"type":"integer","title":"Responsible","description":"Responsible id for this expense report group.","example":[123]},"expense_paid_on":{"title":"Expense Paid On","description":"Expense paid on for this expense report group.","example":{"eq":"value"}},"expense_date":{"title":"Expense Date","description":"Expense date for this expense report group.","example":{"gt":"2026-01-01"}},"created_at":{"type":"string","title":"Created At","format":"date","description":"Created at for this expense report group.","example":{"gt":"2026-01-01"}},"stage_type":{"enum":[1,2],"type":"integer","title":"Stage Type","description":"Stage type for this expense report group.","example":{"eq":"active"}},"average_profit_margin_normalized":{"type":"number","title":"Average Profit Margin Normalized","description":"Average profit margin in the normalized currency for this expense report group.","example":{"eq":"value"}},"deal_id":{"type":"integer","title":"Deal","description":"Deal id for this expense report group.","example":[123]},"approver_id":{"type":"integer","title":"Approver","description":"Approver id for this expense report group.","example":[123]},"pay_on_after":{"type":"string","title":"Pay On After","format":"date","description":"Pay on after for this expense report group.","example":{"eq":"value"}},"expense":{"title":"Expense","description":"Expense for this expense report group.","example":{"eq":"value"}}},"description":"An aggregated expense report row grouping expenses by configurable dimensions with cost totals, billing metrics, and approval status.","example":{"id":"123","type":"expense_reports","attributes":{"total_amount":5000,"approved_amount":4500,"pending_amount":500,"project_id":45},"relationships":{}}},"_filter_root_section":{"oneOf":[{"$ref":"#/components/schemas/filter_section"},{"type":"object","title":"Advanced filters","properties":{"$op":{"enum":["or","and"],"type":"string","description":"Logical operator combining conditions in this group. `or` matches records satisfying any condition; `and` requires all conditions to match.","example":"and"}},"patternProperties":{"^[0-9]+$":{"$ref":"#/components/schemas/_filter_root_section"}},"description":"A logical filter group — combine multiple conditions with the `$op` operator.","required":["$op"],"example":{"0":{"id":{"eq":"123"}},"$op":"and"}}],"description":"Filter schema for `section` list endpoints — pass a single condition or a logical group.","example":{"id":{"eq":"123"}}},"_filter_root_tag":{"oneOf":[{"$ref":"#/components/schemas/filter_tag"},{"type":"object","title":"Advanced filters","properties":{"$op":{"enum":["or","and"],"type":"string","description":"Logical operator combining conditions in this group. `or` matches records satisfying any condition; `and` requires all conditions to match.","example":"and"}},"patternProperties":{"^[0-9]+$":{"$ref":"#/components/schemas/_filter_root_tag"}},"description":"A logical filter group — combine multiple conditions with the `$op` operator.","required":["$op"],"example":{"0":{"id":{"eq":"123"}},"$op":"and"}}],"description":"Filter schema for `tag` list endpoints — pass a single condition or a logical group.","example":{"id":{"eq":"123"}}},"filter_invoice":{"type":"object","title":"Filter invoice","properties":{"invoice_type":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_type"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_type"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_type"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_type"}},"description":"Filter invoice_type using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"active"}},{"$ref":"#/components/schemas/resource_invoice/properties/invoice_type"}],"description":"Invoice type (standard invoice or credit note). Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"active"}},"id":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/id"},{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_invoice/properties/id"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/id"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/id"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/id"}},"description":"Filter id using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":[123]}],"description":"Invoice ID. Supports filtering by exact match, exclusion, and containment operators.","example":[123]},"payment_terms_type":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/payment_terms_type"},{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/payment_terms_type"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/payment_terms_type"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/payment_terms_type"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/payment_terms_type"}}}]},"invoice_aging":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_aging"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_aging"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_aging"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_aging"}},"description":"Filter invoice_aging using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_invoice/properties/invoice_aging"}],"description":"Invoice aging value in days since issue date. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"sent_on":{"oneOf":[{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_invoice/properties/sent_on"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/sent_on"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/sent_on"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/sent_on"}},"description":"Filter sent_on using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_invoice/properties/sent_on"}],"description":"Date when the invoice was sent to the client. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"paid_on":{"oneOf":[{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_invoice/properties/paid_on"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/paid_on"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/paid_on"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/paid_on"}},"description":"Filter paid_on using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_invoice/properties/paid_on"}],"description":"Date when the invoice was paid. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"amount":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/amount"},{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/amount"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/amount"}},"description":"Filter amount using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"gt":0}}],"description":"Invoice amount excluding tax (base currency). Supports filtering by exact match, exclusion, and containment operators.","example":{"gt":0}},"amount_credited":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_credited"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_credited"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/amount_credited"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/amount_credited"}},"description":"Filter amount_credited using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"gt":0}},{"$ref":"#/components/schemas/resource_invoice/properties/amount_credited"}],"description":"Amount credited via credit notes, excluding tax (base currency). Supports filtering by exact match, exclusion, and containment operators.","example":{"gt":0}},"full_query":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/full_query"},{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/full_query"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/full_query"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/full_query"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/full_query"}},"description":"Filter full_query using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}}],"description":"Full-text search across invoice fields. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"amount_unpaid":{"oneOf":[{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_unpaid"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/amount_unpaid"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/amount_unpaid"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_unpaid"}},"description":"Filter amount_unpaid using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"gt":0}},{"$ref":"#/components/schemas/resource_invoice/properties/amount_unpaid"}],"description":"Outstanding balance (base currency). Supports filtering by exact match, exclusion, and containment operators.","example":{"gt":0}},"purchase_order_number":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/purchase_order_number"},{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_invoice/properties/purchase_order_number"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/purchase_order_number"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/purchase_order_number"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/purchase_order_number"}},"description":"Filter purchase_order_number using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"PO-2024-017"}}],"description":"Client-provided purchase order number. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"PO-2024-017"}},"fuzzy_dates":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/fuzzy_dates"},{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/fuzzy_dates"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/fuzzy_dates"}},"description":"Filter fuzzy_dates using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"gt":"2026-01-01"}}],"description":"Fuzzy date search across date fields. Supports filtering by exact match, exclusion, and containment operators.","example":{"gt":"2026-01-01"}},"last_activity_at":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/last_activity_at"},{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/last_activity_at"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/last_activity_at"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/last_activity_at"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/last_activity_at"}},"description":"Filter last_activity_at using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"gt":"2026-01-01"}}],"description":"Date of last activity on this invoice. Supports filtering by exact match, exclusion, and containment operators.","example":{"gt":"2026-01-01"}},"amount_with_tax":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/amount_with_tax"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_with_tax"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/amount_with_tax"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_with_tax"}},"description":"Filter amount_with_tax using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"gt":0}},{"$ref":"#/components/schemas/resource_invoice/properties/amount_with_tax"}],"description":"Invoice total including tax (base currency). Supports filtering by exact match, exclusion, and containment operators.","example":{"gt":0}},"amount_credited_with_tax":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/amount_credited_with_tax"},{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_credited_with_tax"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_credited_with_tax"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/amount_credited_with_tax"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/amount_credited_with_tax"}},"description":"Filter amount_credited_with_tax using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"gt":0}}],"description":"Amount credited including tax (base currency). Supports filtering by exact match, exclusion, and containment operators.","example":{"gt":0}},"created_at":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/created_at"},{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/created_at"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/created_at"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/created_at"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/created_at"}},"description":"Filter created_at using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"gt":"2026-01-01"}}],"description":"Invoice creation timestamp. Supports filtering by exact match, exclusion, and containment operators.","example":{"gt":"2026-01-01"}},"payment_terms":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/payment_terms"},{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/payment_terms"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/payment_terms"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/payment_terms"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/payment_terms"}},"description":"Filter payment_terms using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}}],"description":"Number of days between invoice issue date and due date. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"payment_status":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/payment_status"},{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/payment_status"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/payment_status"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/payment_status"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/payment_status"}},"description":"Filter payment_status using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"active"}}],"description":"Payment status of the invoice. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"active"}},"status":{"oneOf":[{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/status"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/status"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/status"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/status"}},"description":"Filter status using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"active"}},{"$ref":"#/components/schemas/resource_invoice/properties/status"}],"description":"General status filter. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"active"}},"responsible_id":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/responsible_id"},{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/responsible_id"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/responsible_id"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/responsible_id"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/responsible_id"}},"description":"Filter responsible_id using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":[123]}],"description":"Responsible person ID. Supports filtering by exact match, exclusion, and containment operators.","example":[123]},"subscriber_id":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/subscriber_id"},{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/subscriber_id"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/subscriber_id"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/subscriber_id"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/subscriber_id"}},"description":"Filter subscriber_id using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":[123]}],"description":"Subscriber person ID. Supports filtering by exact match, exclusion, and containment operators.","example":[123]},"parent_company_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/parent_company_id"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/parent_company_id"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/parent_company_id"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/parent_company_id"}},"description":"Operator object — supports eq, not_eq, contains, not_contain.","example":[123]},{"$ref":"#/components/schemas/resource_invoice/properties/parent_company_id"}],"description":"Filter by the parent company of the invoice's company.","example":[123]},"amount_paid":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/amount_paid"},{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_paid"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_paid"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/amount_paid"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/amount_paid"}},"description":"Filter amount_paid using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"gt":0}}],"description":"Amount already paid (base currency). Supports filtering by exact match, exclusion, and containment operators.","example":{"gt":0}},"subsidiary_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_invoice/properties/subsidiary_id"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/subsidiary_id"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/subsidiary_id"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/subsidiary_id"}},"description":"Filter subsidiary_id using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":[123]},{"$ref":"#/components/schemas/resource_invoice/properties/subsidiary_id"}],"description":"Issuing subsidiary ID. Supports filtering by exact match, exclusion, and containment operators.","example":[123]},"fuzzy_people":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/fuzzy_people"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/fuzzy_people"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/fuzzy_people"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/fuzzy_people"}},"description":"Filter fuzzy_people using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_invoice/properties/fuzzy_people"}],"description":"Fuzzy people search across person-related fields. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"export_status":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/export_status"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/export_status"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/export_status"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/export_status"}},"description":"Filter export_status using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"active"}},{"$ref":"#/components/schemas/resource_invoice/properties/export_status"}],"description":"Export status to external accounting software. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"active"}},"number":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/number"},{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/number"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/number"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/number"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/number"}},"description":"Filter number using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"gt":0}}],"description":"Invoice number. Supports filtering by exact match, exclusion, and containment operators.","example":{"gt":0}},"automatically_created":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/automatically_created"},{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_invoice/properties/automatically_created"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/automatically_created"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/automatically_created"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/automatically_created"}},"description":"Filter automatically_created using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}}],"description":"Whether the invoice was automatically generated from a template. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"invoice_state":{"oneOf":[{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_state"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_state"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_state"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_state"}},"description":"Filter invoice_state using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"active"}},{"$ref":"#/components/schemas/resource_invoice/properties/invoice_state"}],"description":"Invoice lifecycle state (draft, finalized, sent, paid). Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"active"}},"issuer_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/issuer_id"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/issuer_id"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/issuer_id"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/issuer_id"}},"description":"Filter issuer_id using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":[123]},{"$ref":"#/components/schemas/resource_invoice/properties/issuer_id"}],"description":"Issuer person ID. Supports filtering by exact match, exclusion, and containment operators.","example":[123]},"deal_id":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/deal_id"},{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/deal_id"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/deal_id"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/deal_id"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/deal_id"}},"description":"Filter deal_id using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":[123]}],"description":"Budget (deal) ID. Supports filtering by exact match, exclusion, and containment operators.","example":[123]},"invoice_status":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_status"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_status"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_status"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/invoice_status"}},"description":"Filter invoice_status using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"active"}},{"$ref":"#/components/schemas/resource_invoice/properties/invoice_status"}],"description":"Invoice payment status. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"active"}},"company_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/company_id"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/company_id"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/company_id"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/company_id"}},"description":"Filter company_id using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":[123]},{"$ref":"#/components/schemas/resource_invoice/properties/company_id"}],"description":"Client company ID. Supports filtering by exact match, exclusion, and containment operators.","example":[123]},"sent_status":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/sent_status"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/sent_status"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/sent_status"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/sent_status"}},"description":"Filter sent_status using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"active"}},{"$ref":"#/components/schemas/resource_invoice/properties/sent_status"}],"description":"Sent status of the invoice. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"active"}},"currency":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/currency"},{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_invoice/properties/currency"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/currency"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/currency"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/currency"}},"description":"Filter currency using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}}],"description":"Invoice currency code. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"credited":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/credited"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/credited"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/credited"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/credited"}},"description":"Filter credited using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_invoice/properties/credited"}],"description":"Whether this invoice has been credited. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"creator_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/creator_id"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/creator_id"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/creator_id"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/creator_id"}},"description":"Filter creator_id using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":[123]},{"$ref":"#/components/schemas/resource_invoice/properties/creator_id"}],"description":"Creator person ID. Supports filtering by exact match, exclusion, and containment operators.","example":[123]},"delivery_on":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/delivery_on"},{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_invoice/properties/delivery_on"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/delivery_on"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/delivery_on"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/delivery_on"}},"description":"Filter delivery_on using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}}],"description":"Date when goods or services were delivered. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"query":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/query"},{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/query"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/query"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/query"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/query"}},"description":"Filter query using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}}],"description":"Search term across invoice text fields. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"project_id":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/project_id"},{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_invoice/properties/project_id"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/project_id"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/project_id"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/project_id"}},"description":"Filter project_id using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":[123]}],"description":"Project ID. Supports filtering by exact match, exclusion, and containment operators.","example":[123]},"invoiced_on":{"oneOf":[{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_invoice/properties/invoiced_on"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/invoiced_on"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/invoiced_on"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/invoiced_on"}},"description":"Filter invoiced_on using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_invoice/properties/invoiced_on"}],"description":"Date when the invoice was issued. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"jump_query":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/jump_query"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/jump_query"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/jump_query"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/jump_query"}},"description":"Filter jump_query using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_invoice/properties/jump_query"}],"description":"Quick search term across key invoice fields. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"pay_on":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/pay_on"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/pay_on"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/pay_on"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/pay_on"}},"description":"Filter pay_on using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_invoice/properties/pay_on"}],"description":"Due date for payment. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"parent_invoice_id":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/parent_invoice_id"},{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/parent_invoice_id"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/parent_invoice_id"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/parent_invoice_id"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/parent_invoice_id"}},"description":"Filter parent_invoice_id using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":[123]}],"description":"Parent invoice ID (for credit notes). Supports filtering by exact match, exclusion, and containment operators.","example":[123]},"custom_fields":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/custom_fields"},{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/custom_fields"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/custom_fields"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/custom_fields"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/custom_fields"}},"description":"Filter custom_fields using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}}],"description":"Custom field values. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"amount_written_off":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/amount_written_off"},{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_written_off"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_written_off"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/amount_written_off"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/amount_written_off"}},"description":"Filter amount_written_off using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"gt":0}}],"description":"Amount written off as uncollectible (base currency). Supports filtering by exact match, exclusion, and containment operators.","example":{"gt":0}},"overdue_status":{"oneOf":[{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_invoice/properties/overdue_status"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/overdue_status"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/overdue_status"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/overdue_status"}},"description":"Filter overdue_status using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"active"}},{"$ref":"#/components/schemas/resource_invoice/properties/overdue_status"}],"description":"Overdue status of the invoice. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"active"}},"amount_tax":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/amount_tax"},{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/amount_tax"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_tax"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/amount_tax"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/amount_tax"}},"description":"Filter amount_tax using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"gt":0}}],"description":"Total tax amount (base currency). Supports filtering by exact match, exclusion, and containment operators.","example":{"gt":0}},"invoicing_method":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/invoicing_method"},"eq":{"$ref":"#/components/schemas/resource_invoice/properties/invoicing_method"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/invoicing_method"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/invoicing_method"}},"description":"Filter invoicing_method using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_invoice/properties/invoicing_method"}],"description":"Invoicing method used to generate line items. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}},"tags":{"oneOf":[{"$ref":"#/components/schemas/resource_invoice/properties/tags"},{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_invoice/properties/tags"},"contains":{"$ref":"#/components/schemas/resource_invoice/properties/tags"},"not_eq":{"$ref":"#/components/schemas/resource_invoice/properties/tags"},"not_contain":{"$ref":"#/components/schemas/resource_invoice/properties/tags"}},"description":"Filter tags using explicit operator object with eq, not_eq, contains, and not_contain operators.","example":{"eq":"value"}}],"description":"Tags applied to this invoice. Supports filtering by exact match, exclusion, and containment operators.","example":{"eq":"value"}}},"patternProperties":{"^company..*$":{"title":"Company relationship"}},"description":"Available filter parameters for querying invoices.","example":{"status":{"eq":"draft"}}},"_filter_root_expense_report":{"oneOf":[{"$ref":"#/components/schemas/filter_expense_report"},{"type":"object","title":"Advanced filters","properties":{"$op":{"enum":["or","and"],"type":"string","description":"Logical operator combining conditions in this group. `or` matches records satisfying any condition; `and` requires all conditions to match.","example":"and"}},"patternProperties":{"^[0-9]+$":{"$ref":"#/components/schemas/_filter_root_expense_report"}},"description":"A logical filter group — combine multiple conditions with the `$op` operator.","required":["$op"],"example":{"0":{"id":{"eq":"123"}},"$op":"and"}}],"description":"Filter schema for `expense_report` list endpoints — pass a single condition or a logical group.","example":{"id":{"eq":"123"}}},"filter_tag":{"type":"object","title":"Filter tag","properties":{"name":{"oneOf":[{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_tag/properties/name"},"not_eq":{"$ref":"#/components/schemas/resource_tag/properties/name"},"not_contain":{"$ref":"#/components/schemas/resource_tag/properties/name"},"contains":{"$ref":"#/components/schemas/resource_tag/properties/name"}},"description":"Filter using explicit operator syntax.","example":{"eq":"value"}},{"$ref":"#/components/schemas/resource_tag/properties/name"}],"description":"Filter by tag name (text search).","example":{"eq":"value"}},"taggable_type":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_tag/properties/taggable_type"},"contains":{"$ref":"#/components/schemas/resource_tag/properties/taggable_type"},"eq":{"$ref":"#/components/schemas/resource_tag/properties/taggable_type"},"not_contain":{"$ref":"#/components/schemas/resource_tag/properties/taggable_type"}},"description":"Filter using explicit operator syntax.","example":{"eq":"active"}},{"$ref":"#/components/schemas/resource_tag/properties/taggable_type"}],"description":"Filter by the type of resource the tag is applied to (e.g. deal, task, person).","example":{"eq":"active"}},"project_id":{"oneOf":[{"$ref":"#/components/schemas/resource_tag/properties/project_id"},{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_tag/properties/project_id"},"contains":{"$ref":"#/components/schemas/resource_tag/properties/project_id"},"eq":{"$ref":"#/components/schemas/resource_tag/properties/project_id"},"not_eq":{"$ref":"#/components/schemas/resource_tag/properties/project_id"}},"description":"Filter using explicit operator syntax.","example":[123]}],"description":"Filter to tags applied to tasks within the given project.","example":[123]},"invoice_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_tag/properties/invoice_id"},"contains":{"$ref":"#/components/schemas/resource_tag/properties/invoice_id"},"not_eq":{"$ref":"#/components/schemas/resource_tag/properties/invoice_id"},"not_contain":{"$ref":"#/components/schemas/resource_tag/properties/invoice_id"}},"description":"Filter using explicit operator syntax.","example":[123]},{"$ref":"#/components/schemas/resource_tag/properties/invoice_id"}],"description":"Filter to tags applied to the given invoice.","example":[123]},"company_id":{"oneOf":[{"$ref":"#/components/schemas/resource_tag/properties/company_id"},{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_tag/properties/company_id"},"not_eq":{"$ref":"#/components/schemas/resource_tag/properties/company_id"},"eq":{"$ref":"#/components/schemas/resource_tag/properties/company_id"},"not_contain":{"$ref":"#/components/schemas/resource_tag/properties/company_id"}},"description":"Filter using explicit operator syntax.","example":[123]}],"description":"Filter to tags applied to the given company.","example":[123]},"person_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_tag/properties/person_id"},"eq":{"$ref":"#/components/schemas/resource_tag/properties/person_id"},"not_eq":{"$ref":"#/components/schemas/resource_tag/properties/person_id"},"contains":{"$ref":"#/components/schemas/resource_tag/properties/person_id"}},"description":"Filter using explicit operator syntax.","example":[123]},{"$ref":"#/components/schemas/resource_tag/properties/person_id"}],"description":"Filter to tags applied to the given person.","example":[123]},"deal_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_tag/properties/deal_id"},"eq":{"$ref":"#/components/schemas/resource_tag/properties/deal_id"},"not_eq":{"$ref":"#/components/schemas/resource_tag/properties/deal_id"},"not_contain":{"$ref":"#/components/schemas/resource_tag/properties/deal_id"}},"description":"Filter using explicit operator syntax.","example":[123]},{"$ref":"#/components/schemas/resource_tag/properties/deal_id"}],"description":"Filter to tags applied to the given deal.","example":[123]},"task_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"eq":{"$ref":"#/components/schemas/resource_tag/properties/task_id"},"contains":{"$ref":"#/components/schemas/resource_tag/properties/task_id"},"not_eq":{"$ref":"#/components/schemas/resource_tag/properties/task_id"},"not_contain":{"$ref":"#/components/schemas/resource_tag/properties/task_id"}},"description":"Filter using 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person who owns this dashboard.","example":[123]},"subscriber_ids":{"type":"array","items":{"type":"integer","example":[123,456]},"title":"Subscriber Ids","description":"Array of IDs of people subscribed to this dashboard.","example":[123,456]},"project_id":{"type":"integer","title":"Project","description":"The ID of the project this dashboard is scoped to, if project-level.","example":[123]},"project":{"title":"Project","description":"The project this dashboard is scoped to, if project-level.","example":{"eq":"value"}},"name":{"type":"string","title":"Name","description":"The display name of the dashboard.","example":{"eq":"value"}},"query":{"type":"string","title":"Query","description":"A saved filter query applied to this dashboard's data.","example":{"eq":"value"}},"editable":{"type":"boolean","title":"Editable","description":"Indicates whether the current user can edit this dashboard.","example":{"eq":"value"}},"updated_at":{"type":"string","title":"Updated 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with.","example":{"data":{"type":"subsidiaries","id":"234"}}},"primary_component_value":{"type":"number","title":"Primary Component Value","description":"The percentage value of the primary tax component.","example":5},"archived_at":{"type":"string","title":"Archived At","format":"date-time","description":"Timestamp when this tax rate was archived, or null if active.","example":null},"secondary_component_name":{"type":"string","title":"Secondary Component Name","description":"The label for the optional secondary tax component (e.g. PST in Canada).","example":"PST"},"primary_component_name":{"type":"string","title":"Primary Component Name","description":"The label for the primary tax component (e.g. VAT or GST).","example":"GST"},"id":{"type":"integer","title":"Id","description":"The unique identifier of this tax rate.","example":456789},"status":{"enum":[1,2],"type":"integer","title":"Status","description":"The status of this tax rate, used for filtering (active or archived).","example":1},"subsidiary_name":{"title":"Subsidiary Name","description":"The name of the subsidiary this tax rate is associated with.","example":"Acme Corp Canada"},"name":{"type":"string","title":"Name","description":"The display name of this tax rate.","example":"HST 13%"},"subsidiary_id":{"type":"integer","title":"Subsidiary","description":"ID of the subsidiary this tax rate is associated with.","example":234}},"description":"A tax rate with optional primary and secondary components, associated with a subsidiary and applied to invoices and line items.","example":{"type":"tax_rates","id":"456789","attributes":{"name":"HST 13%","primary_component_name":"GST","primary_component_value":5,"secondary_component_name":"PST","secondary_component_value":8,"archived_at":null},"relationships":{"organization":{"data":{"type":"organizations","id":"109"}},"subsidiary":{"data":{"type":"subsidiaries","id":"234"}}}}},"filter_attachment":{"type":"object","title":"Filter attachment","properties":{"company_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"contains":{"$ref":"#/components/schemas/resource_attachment/properties/company_id"},"not_eq":{"$ref":"#/components/schemas/resource_attachment/properties/company_id"},"eq":{"$ref":"#/components/schemas/resource_attachment/properties/company_id"},"not_contain":{"$ref":"#/components/schemas/resource_attachment/properties/company_id"}},"description":"Filter using explicit operator syntax.","example":[123]},{"$ref":"#/components/schemas/resource_attachment/properties/company_id"}],"description":"Filter by client 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syntax.","example":{"gt":"2026-01-01"}},{"$ref":"#/components/schemas/resource_attachment/properties/fuzzy_dates"}],"description":"Filter by fuzzy date range (relative date expression).","example":{"gt":"2026-01-01"}},"creator_id":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_eq":{"$ref":"#/components/schemas/resource_attachment/properties/creator_id"},"eq":{"$ref":"#/components/schemas/resource_attachment/properties/creator_id"},"not_contain":{"$ref":"#/components/schemas/resource_attachment/properties/creator_id"},"contains":{"$ref":"#/components/schemas/resource_attachment/properties/creator_id"}},"description":"Filter using explicit operator syntax.","example":[123]},{"$ref":"#/components/schemas/resource_attachment/properties/creator_id"}],"description":"Filter by the person who uploaded the 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page.","example":[123]},"id":{"oneOf":[{"type":"object","title":"Operation","properties":{"not_contain":{"$ref":"#/components/schemas/resource_attachment/properties/id"},"contains":{"$ref":"#/components/schemas/resource_attachment/properties/id"},"not_eq":{"$ref":"#/components/schemas/resource_attachment/properties/id"},"eq":{"$ref":"#/components/schemas/resource_attachment/properties/id"}},"description":"Filter using explicit operator syntax.","example":[123]},{"$ref":"#/components/schemas/resource_attachment/properties/id"}],"description":"Filter by attachment 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body for creating or updating a time tracking policy."},"approval_policy_assignment":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"target_type":{"$ref":"#/components/schemas/resource_approval_policy_assignment/properties/target_type"}}}}}}}}},"description":"Request body for creating or updating an approval policy assignment."},"pipeline":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name"],"properties":{"name":{"$ref":"#/components/schemas/resource_pipeline/properties/name"},"icon_id":{"$ref":"#/components/schemas/resource_pipeline/properties/icon_id"},"position":{"$ref":"#/components/schemas/resource_pipeline/properties/position"},"pipeline_type_id":{"$ref":"#/components/schemas/resource_pipeline/properties/pipeline_type_id"}}}}}}}}},"description":"Request 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Specify the name, pipeline_type_id (sales or production), position, and optional icon. Deal statuses are managed separately via the deal_statuses endpoint."},"task":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["title","project_id","task_list_id"],"properties":{"title":{"$ref":"#/components/schemas/resource_task/properties/title"},"private":{"$ref":"#/components/schemas/resource_task/properties/private"},"type_id":{"$ref":"#/components/schemas/resource_task/properties/type_id"},"due_date":{"$ref":"#/components/schemas/resource_task/properties/due_date"},"due_time":{"$ref":"#/components/schemas/resource_task/properties/due_time"},"tag_list":{"$ref":"#/components/schemas/resource_task/properties/tag_list"},"project_id":{"$ref":"#/components/schemas/resource_task/properties/project_id"},"service_id":{"$ref":"#/components/schemas/resource_task/properties/service_id"},"start_date":{"$ref":"#/components/schemas/resource_task/properties/start_date"},"assignee_id":{"$ref":"#/components/schemas/resource_task/properties/assignee_id"},"task_list_id":{"$ref":"#/components/schemas/resource_task/properties/task_list_id"},"custom_fields":{"$ref":"#/components/schemas/resource_task/properties/custom_fields"},"attachment_ids":{"$ref":"#/components/schemas/resource_task/properties/attachment_ids"},"parent_task_id":{"$ref":"#/components/schemas/resource_task/properties/parent_task_id"},"remaining_time":{"$ref":"#/components/schemas/resource_task/properties/remaining_time"},"repeat_on_date":{"$ref":"#/components/schemas/resource_task/properties/repeat_on_date"},"subscriber_ids":{"$ref":"#/components/schemas/resource_task/properties/subscriber_ids"},"skip_reposition":{"$ref":"#/components/schemas/resource_task/properties/skip_reposition"},"initial_estimate":{"$ref":"#/components/schemas/resource_task/properties/initial_estimate"},"repeat_on_weekday":{"$ref":"#/components/schemas/resource_task/properties/repeat_on_weekday"},"repeat_on_interval":{"$ref":"#/components/schemas/resource_task/properties/repeat_on_interval"},"repeat_on_monthday":{"$ref":"#/components/schemas/resource_task/properties/repeat_on_monthday"},"repeat_schedule_id":{"$ref":"#/components/schemas/resource_task/properties/repeat_schedule_id"},"workflow_status_id":{"$ref":"#/components/schemas/resource_task/properties/workflow_status_id"}}}}}}}}},"description":"Request body for creating or updating a task."},"subsidiary":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name"],"properties":{"name":{"$ref":"#/components/schemas/resource_subsidiary/properties/name"},"facility_costs":{"$ref":"#/components/schemas/resource_subsidiary/properties/facility_costs"},"custom_domain_id":{"$ref":"#/components/schemas/resource_subsidiary/properties/custom_domain_id"},"invoice_logo_url":{"$ref":"#/components/schemas/resource_subsidiary/properties/invoice_logo_url"},"show_delivery_date":{"$ref":"#/components/schemas/resource_subsidiary/properties/show_delivery_date"},"default_tax_rate_id":{"$ref":"#/components/schemas/resource_subsidiary/properties/default_tax_rate_id"},"invoice_number_scope":{"$ref":"#/components/schemas/resource_subsidiary/properties/invoice_number_scope"},"invoice_number_format":{"$ref":"#/components/schemas/resource_subsidiary/properties/invoice_number_format"},"default_bank_account_id":{"$ref":"#/components/schemas/resource_subsidiary/properties/default_bank_account_id"},"default_document_type_id":{"$ref":"#/components/schemas/resource_subsidiary/properties/default_document_type_id"},"facility_costs_breakdown":{"$ref":"#/components/schemas/resource_subsidiary/properties/facility_costs_breakdown"}}}}}}}}},"description":"Request body for creating or updating a subsidiary (legal entity). Specify the name, invoice number format, invoice number scope, and optional branding (logo, document style) and default tax rate and bank account."},"einvoice_identity":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"dire_code":{"$ref":"#/components/schemas/resource_einvoice_identity/properties/dire_code"},"peppol_id":{"$ref":"#/components/schemas/resource_einvoice_identity/properties/peppol_id"},"company_id":{"$ref":"#/components/schemas/resource_einvoice_identity/properties/company_id"},"subsidiary_id":{"$ref":"#/components/schemas/resource_einvoice_identity/properties/subsidiary_id"},"buyer_reference":{"$ref":"#/components/schemas/resource_einvoice_identity/properties/buyer_reference"},"dir3_fiscal_code":{"$ref":"#/components/schemas/resource_einvoice_identity/properties/dir3_fiscal_code"},"dir3_pagador_code":{"$ref":"#/components/schemas/resource_einvoice_identity/properties/dir3_pagador_code"},"dir3_receptor_code":{"$ref":"#/components/schemas/resource_einvoice_identity/properties/dir3_receptor_code"},"is_government_entity":{"$ref":"#/components/schemas/resource_einvoice_identity/properties/is_government_entity"}}}}}}}}}},"expense_line_item_bulk_delete":{"content":{"application/vnd.api+json; ext=bulk":{"schema":{"type":"object","properties":{"data":{"type":"array","items":{"type":"object","required":["type","id"],"properties":{"id":{"$ref":"#/components/schemas/resource_expense_line_item/properties/id"},"type":{"enum":["expense_line_items"],"type":"string"}}}}}}}}},"pulse":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"type_id":{"$ref":"#/components/schemas/resource_pulse/properties/type_id"},"version":{"$ref":"#/components/schemas/resource_pulse/properties/version"},"filter_id":{"$ref":"#/components/schemas/resource_pulse/properties/filter_id"},"recipients":{"$ref":"#/components/schemas/resource_pulse/properties/recipients"},"teams_team":{"$ref":"#/components/schemas/resource_pulse/properties/teams_team"},"test_pulse":{"$ref":"#/components/schemas/resource_pulse/properties/test_pulse"},"export_params":{"$ref":"#/components/schemas/resource_pulse/properties/export_params"},"schedule_hour":{"$ref":"#/components/schemas/resource_pulse/properties/schedule_hour"},"skip_if_empty":{"$ref":"#/components/schemas/resource_pulse/properties/skip_if_empty"},"slack_channel":{"$ref":"#/components/schemas/resource_pulse/properties/slack_channel"},"teams_channel":{"$ref":"#/components/schemas/resource_pulse/properties/teams_channel"},"schedule_day_id":{"$ref":"#/components/schemas/resource_pulse/properties/schedule_day_id"},"schedule_frame_id":{"$ref":"#/components/schemas/resource_pulse/properties/schedule_frame_id"},"document_format_id":{"$ref":"#/components/schemas/resource_pulse/properties/document_format_id"},"repeat_schedule_id":{"$ref":"#/components/schemas/resource_pulse/properties/repeat_schedule_id"}}}}}}}}},"description":"Request body for creating or updating a pulse."},"dashboard":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name"],"properties":{"name":{"$ref":"#/components/schemas/resource_dashboard/properties/name"},"person_id":{"$ref":"#/components/schemas/resource_dashboard/properties/person_id"},"is_private":{"$ref":"#/components/schemas/resource_dashboard/properties/is_private"},"project_id":{"$ref":"#/components/schemas/resource_dashboard/properties/project_id"},"subscriber_ids":{"$ref":"#/components/schemas/resource_dashboard/properties/subscriber_ids"}}}}}}}}},"description":"Request body for creating or updating a dashboard."},"automatic_invoicing_rule":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"budget_id":{"$ref":"#/components/schemas/resource_automatic_invoicing_rule/properties/budget_id"},"skip_weekends":{"$ref":"#/components/schemas/resource_automatic_invoicing_rule/properties/skip_weekends"},"reference_date":{"$ref":"#/components/schemas/resource_automatic_invoicing_rule/properties/reference_date"},"creation_offset":{"$ref":"#/components/schemas/resource_automatic_invoicing_rule/properties/creation_offset"},"creation_offset_unit":{"$ref":"#/components/schemas/resource_automatic_invoicing_rule/properties/creation_offset_unit"}}}}}}}}},"description":"Request body for creating or updating an automatic invoicing rule."},"purchase_order_send":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["to","subject","body"],"properties":{"cc":{"type":"array","items":{"type":"string"},"title":"CC"},"to":{"type":"array","items":{"type":"string"},"title":"To"},"bcc":{"type":"array","items":{"type":"string"},"title":"BCC"},"body":{"type":"string","title":"Body"},"from":{"type":"string","title":"From"},"subject":{"type":"string","title":"Subject"},"attachment_ids":{"type":"array","items":{"type":"integer"},"title":"Attachment IDs"}}}}}}}}},"description":"Payload for sending a purchase order to the vendor via email. On success the purchase order is marked as sent today."},"project":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name","project_manager_id","project_type_id"],"properties":{"name":{"$ref":"#/components/schemas/resource_project/properties/name"},"company_id":{"$ref":"#/components/schemas/resource_project/properties/company_id"},"tag_colors":{"$ref":"#/components/schemas/resource_project/properties/tag_colors"},"preferences":{"$ref":"#/components/schemas/resource_project/properties/preferences"},"workflow_id":{"$ref":"#/components/schemas/resource_project/properties/workflow_id"},"custom_fields":{"$ref":"#/components/schemas/resource_project/properties/custom_fields"},"project_type_id":{"$ref":"#/components/schemas/resource_project/properties/project_type_id"},"project_color_id":{"$ref":"#/components/schemas/resource_project/properties/project_color_id"},"project_manager_id":{"$ref":"#/components/schemas/resource_project/properties/project_manager_id"},"page_custom_fields_ids":{"$ref":"#/components/schemas/resource_project/properties/page_custom_fields_ids"},"task_custom_fields_ids":{"$ref":"#/components/schemas/resource_project/properties/task_custom_fields_ids"},"page_custom_fields_positions":{"$ref":"#/components/schemas/resource_project/properties/page_custom_fields_positions"},"task_custom_fields_positions":{"$ref":"#/components/schemas/resource_project/properties/task_custom_fields_positions"}}}}}}}}},"description":"Request body for creating or updating a project."},"survey_field_option":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"name":{"$ref":"#/components/schemas/resource_survey_field_option/properties/name"},"color_id":{"$ref":"#/components/schemas/resource_survey_field_option/properties/color_id"},"position":{"$ref":"#/components/schemas/resource_survey_field_option/properties/position"},"survey_field_id":{"$ref":"#/components/schemas/resource_survey_field_option/properties/survey_field_id"}}}}}}}}},"description":"Request body for creating or updating a survey field option. Specify the parent survey field, option label, and position."},"purchase_order_bulk_update":{"content":{"application/vnd.api+json; ext=bulk":{"schema":{"type":"object","properties":{"data":{"type":"array","items":{"type":"object","required":["type","id"],"properties":{"id":{"$ref":"#/components/schemas/resource_purchase_order/properties/id"},"type":{"enum":["purchase_orders"],"type":"string"},"attributes":{"type":"object","properties":{"note":{"$ref":"#/components/schemas/resource_purchase_order/properties/note"},"deal_id":{"$ref":"#/components/schemas/resource_purchase_order/properties/deal_id"},"sent_on":{"$ref":"#/components/schemas/resource_purchase_order/properties/sent_on"},"subject":{"$ref":"#/components/schemas/resource_purchase_order/properties/subject"},"currency":{"$ref":"#/components/schemas/resource_purchase_order/properties/currency"},"issued_on":{"$ref":"#/components/schemas/resource_purchase_order/properties/issued_on"},"status_id":{"$ref":"#/components/schemas/resource_purchase_order/properties/status_id"},"vendor_id":{"$ref":"#/components/schemas/resource_purchase_order/properties/vendor_id"},"delivery_on":{"$ref":"#/components/schemas/resource_purchase_order/properties/delivery_on"},"attachment_id":{"$ref":"#/components/schemas/resource_purchase_order/properties/attachment_id"},"subscriber_ids":{"$ref":"#/components/schemas/resource_purchase_order/properties/subscriber_ids"},"document_type_id":{"$ref":"#/components/schemas/resource_purchase_order/properties/document_type_id"}}}}}}}}}}},"project_change_workflow":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"type":{"enum":["projects"],"type":"string"},"attributes":{"type":"object","required":["workflow_id","map"],"properties":{"map":{"type":"object","title":"Status Map","additionalProperties":{"type":"integer"}},"workflow_id":{"type":"integer","title":"Workflow ID"}}}}}}}}},"description":"Request body for switching a project to a different workflow. Requires a status mapping so every task in the project can be migrated to a status that exists in the target workflow."},"membership":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"deal_id":{"$ref":"#/components/schemas/resource_membership/properties/deal_id"},"page_id":{"$ref":"#/components/schemas/resource_membership/properties/page_id"},"agent_id":{"$ref":"#/components/schemas/resource_membership/properties/agent_id"},"pulse_id":{"$ref":"#/components/schemas/resource_membership/properties/pulse_id"},"filter_id":{"$ref":"#/components/schemas/resource_membership/properties/filter_id"},"survey_id":{"$ref":"#/components/schemas/resource_membership/properties/survey_id"},"meeting_id":{"$ref":"#/components/schemas/resource_membership/properties/meeting_id"},"project_id":{"$ref":"#/components/schemas/resource_membership/properties/project_id"},"dashboard_id":{"$ref":"#/components/schemas/resource_membership/properties/dashboard_id"}}}}}}}}},"description":"Request body for creating or updating a membership. Specify the person or team, the target resource (project, deal, page, dashboard, filter, or survey), and the access type. Use type_id to set the permission level."},"purchase_order_export":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"xero_status_id":{"type":"integer","title":"Xero Status"},"company_reference_id":{"type":"string","title":"Company Reference ID"}}}}}}}}},"description":"Payload for exporting a purchase order to a connected Xero accounting integration."},"filter":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"name":{"$ref":"#/components/schemas/resource_filter/properties/name"},"hidden":{"$ref":"#/components/schemas/resource_filter/properties/hidden"},"params":{"$ref":"#/components/schemas/resource_filter/properties/params"},"public":{"$ref":"#/components/schemas/resource_filter/properties/public"},"report":{"$ref":"#/components/schemas/resource_filter/properties/report"},"columns":{"$ref":"#/components/schemas/resource_filter/properties/columns"},"sort_by":{"$ref":"#/components/schemas/resource_filter/properties/sort_by"},"type_id":{"$ref":"#/components/schemas/resource_filter/properties/type_id"},"formulas":{"$ref":"#/components/schemas/resource_filter/properties/formulas"},"group_by":{"$ref":"#/components/schemas/resource_filter/properties/group_by"},"settings":{"$ref":"#/components/schemas/resource_filter/properties/settings"},"layout_id":{"$ref":"#/components/schemas/resource_filter/properties/layout_id"},"transpose_by":{"$ref":"#/components/schemas/resource_filter/properties/transpose_by"},"chart_type_id":{"$ref":"#/components/schemas/resource_filter/properties/chart_type_id"},"exchange_date":{"$ref":"#/components/schemas/resource_filter/properties/exchange_date"},"filterable_id":{"$ref":"#/components/schemas/resource_filter/properties/filterable_id"},"predefined_id":{"$ref":"#/components/schemas/resource_filter/properties/predefined_id"},"column_settings":{"$ref":"#/components/schemas/resource_filter/properties/column_settings"},"filterable_type":{"$ref":"#/components/schemas/resource_filter/properties/filterable_type"},"report_layout_id":{"$ref":"#/components/schemas/resource_filter/properties/report_layout_id"},"exchange_currency":{"$ref":"#/components/schemas/resource_filter/properties/exchange_currency"},"report_category_id":{"$ref":"#/components/schemas/resource_filter/properties/report_category_id"},"filterable_collection":{"$ref":"#/components/schemas/resource_filter/properties/filterable_collection"}}}}}}}}},"description":"Request body for creating or updating a saved view or report."},"approval_policy":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["type_id"],"properties":{"name":{"$ref":"#/components/schemas/resource_approval_policy/properties/name"},"custom":{"$ref":"#/components/schemas/resource_approval_policy/properties/custom"},"default":{"$ref":"#/components/schemas/resource_approval_policy/properties/default"},"type_id":{"$ref":"#/components/schemas/resource_approval_policy/properties/type_id"}}}}}}}}},"description":"Request body for creating or updating an approval policy. Specify the policy type (time, absence, or expense), the set of approvers, and whether unanimous approval is required. Link to a service or person to scope the policy."},"contact_entry":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["type","name"],"properties":{"vat":{"$ref":"#/components/schemas/resource_contact_entry/properties/vat"},"city":{"$ref":"#/components/schemas/resource_contact_entry/properties/city"},"name":{"$ref":"#/components/schemas/resource_contact_entry/properties/name"},"type":{"$ref":"#/components/schemas/resource_contact_entry/properties/type"},"email":{"$ref":"#/components/schemas/resource_contact_entry/properties/email"},"phone":{"$ref":"#/components/schemas/resource_contact_entry/properties/phone"},"state":{"$ref":"#/components/schemas/resource_contact_entry/properties/state"},"address":{"$ref":"#/components/schemas/resource_contact_entry/properties/address"},"country":{"$ref":"#/components/schemas/resource_contact_entry/properties/country"},"website":{"$ref":"#/components/schemas/resource_contact_entry/properties/website"},"zipcode":{"$ref":"#/components/schemas/resource_contact_entry/properties/zipcode"},"person_id":{"$ref":"#/components/schemas/resource_contact_entry/properties/person_id"},"company_id":{"$ref":"#/components/schemas/resource_contact_entry/properties/company_id"},"invoice_id":{"$ref":"#/components/schemas/resource_contact_entry/properties/invoice_id"},"billing_email":{"$ref":"#/components/schemas/resource_contact_entry/properties/billing_email"},"subsidiary_id":{"$ref":"#/components/schemas/resource_contact_entry/properties/subsidiary_id"},"billing_address":{"$ref":"#/components/schemas/resource_contact_entry/properties/billing_address"},"organization_id":{"$ref":"#/components/schemas/resource_contact_entry/properties/organization_id"},"contactable_type":{"$ref":"#/components/schemas/resource_contact_entry/properties/contactable_type"},"purchase_order_id":{"$ref":"#/components/schemas/resource_contact_entry/properties/purchase_order_id"},"invoice_template_id":{"$ref":"#/components/schemas/resource_contact_entry/properties/invoice_template_id"}}}}}}}}},"description":"Request body for creating or updating a contact entry. Specify the type (email, phone, address, website), the contact fields, and the parent relationship (company or person). Billing fields (billing_address, billing_email, VAT) are available when financials are enabled."},"board":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name"],"properties":{"name":{"$ref":"#/components/schemas/resource_board/properties/name"},"hidden":{"$ref":"#/components/schemas/resource_board/properties/hidden"},"position":{"$ref":"#/components/schemas/resource_board/properties/position"},"project_id":{"$ref":"#/components/schemas/resource_board/properties/project_id"}}}}}}}}},"description":"Request body for creating or updating a board (folder). Specify the project, name, position, placement (top or bottom), and optional archived status or hidden flag."},"page_html_body":{"content":{"application/vnd.api+json":{"schema":{"type":"object","required":["html"],"properties":{"html":{"type":"string","title":"Html"}}}}}},"project_assignment":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"watched":{"$ref":"#/components/schemas/resource_project_assignment/properties/watched"},"person_id":{"$ref":"#/components/schemas/resource_project_assignment/properties/person_id"},"subscribe":{"$ref":"#/components/schemas/resource_project_assignment/properties/subscribe"},"project_id":{"$ref":"#/components/schemas/resource_project_assignment/properties/project_id"},"preferences":{"$ref":"#/components/schemas/resource_project_assignment/properties/preferences"},"unsubscribe":{"$ref":"#/components/schemas/resource_project_assignment/properties/unsubscribe"},"docs_filter_id":{"$ref":"#/components/schemas/resource_project_assignment/properties/docs_filter_id"},"deals_filter_id":{"$ref":"#/components/schemas/resource_project_assignment/properties/deals_filter_id"},"tasks_layout_id":{"$ref":"#/components/schemas/resource_project_assignment/properties/tasks_layout_id"},"budgets_filter_id":{"$ref":"#/components/schemas/resource_project_assignment/properties/budgets_filter_id"},"default_filter_id":{"$ref":"#/components/schemas/resource_project_assignment/properties/default_filter_id"},"invoices_filter_id":{"$ref":"#/components/schemas/resource_project_assignment/properties/invoices_filter_id"}}}}}}}}},"description":"Request body for creating or updating a project membership (project assignment)."},"expense_line_item_bulk_create":{"content":{"application/vnd.api+json; ext=bulk":{"schema":{"type":"object","properties":{"data":{"type":"array","items":{"type":"object","required":["type"],"properties":{"type":{"enum":["expense_line_items"],"type":"string"},"attributes":{"type":"object","required":["name","quantity","unit_price","expense_id"],"properties":{"name":{"$ref":"#/components/schemas/resource_expense_line_item/properties/name"},"position":{"$ref":"#/components/schemas/resource_expense_line_item/properties/position"},"quantity":{"$ref":"#/components/schemas/resource_expense_line_item/properties/quantity"},"expense_id":{"$ref":"#/components/schemas/resource_expense_line_item/properties/expense_id"},"unit_price":{"$ref":"#/components/schemas/resource_expense_line_item/properties/unit_price"},"tax_rate_id":{"$ref":"#/components/schemas/resource_expense_line_item/properties/tax_rate_id"}}}}}}}}}}},"price":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name","company_id","unit_id","currency","rate_card_id","rate"],"properties":{"name":{"$ref":"#/components/schemas/resource_price/properties/name"},"rate":{"$ref":"#/components/schemas/resource_price/properties/rate"},"markup":{"$ref":"#/components/schemas/resource_price/properties/markup"},"unit_id":{"$ref":"#/components/schemas/resource_price/properties/unit_id"},"currency":{"$ref":"#/components/schemas/resource_price/properties/currency"},"discount":{"$ref":"#/components/schemas/resource_price/properties/discount"},"quantity":{"$ref":"#/components/schemas/resource_price/properties/quantity"},"company_id":{"$ref":"#/components/schemas/resource_price/properties/company_id"},"rate_card_id":{"$ref":"#/components/schemas/resource_price/properties/rate_card_id"},"custom_fields":{"$ref":"#/components/schemas/resource_price/properties/custom_fields"},"editor_config":{"$ref":"#/components/schemas/resource_price/properties/editor_config"},"estimated_cost":{"$ref":"#/components/schemas/resource_price/properties/estimated_cost"},"billing_type_id":{"$ref":"#/components/schemas/resource_price/properties/billing_type_id"},"estimated_hours":{"$ref":"#/components/schemas/resource_price/properties/estimated_hours"},"service_type_id":{"$ref":"#/components/schemas/resource_price/properties/service_type_id"},"budget_cap_enabled":{"$ref":"#/components/schemas/resource_price/properties/budget_cap_enabled"},"time_tracking_enabled":{"$ref":"#/components/schemas/resource_price/properties/time_tracking_enabled"},"booking_tracking_enabled":{"$ref":"#/components/schemas/resource_price/properties/booking_tracking_enabled"},"expense_tracking_enabled":{"$ref":"#/components/schemas/resource_price/properties/expense_tracking_enabled"}}}}}}}}},"description":"Request body for creating or updating a price (rate card line item). Specify the rate card, service type, billing type, unit, rate, quantity, and optional tracking defaults (time, bookings, expenses), discount, markup, and budget cap configuration."},"comment":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"body":{"$ref":"#/components/schemas/resource_comment/properties/body"},"draft":{"$ref":"#/components/schemas/resource_comment/properties/draft"},"hidden":{"$ref":"#/components/schemas/resource_comment/properties/hidden"},"deal_id":{"$ref":"#/components/schemas/resource_comment/properties/deal_id"},"task_id":{"$ref":"#/components/schemas/resource_comment/properties/task_id"},"person_id":{"$ref":"#/components/schemas/resource_comment/properties/person_id"},"company_id":{"$ref":"#/components/schemas/resource_comment/properties/company_id"},"invoice_id":{"$ref":"#/components/schemas/resource_comment/properties/invoice_id"},"project_id":{"$ref":"#/components/schemas/resource_comment/properties/project_id"},"proposal_id":{"$ref":"#/components/schemas/resource_comment/properties/proposal_id"},"discussion_id":{"$ref":"#/components/schemas/resource_comment/properties/discussion_id"},"attachment_ids":{"$ref":"#/components/schemas/resource_comment/properties/attachment_ids"},"version_number":{"$ref":"#/components/schemas/resource_comment/properties/version_number"},"purchase_order_id":{"$ref":"#/components/schemas/resource_comment/properties/purchase_order_id"},"resource_request_id":{"$ref":"#/components/schemas/resource_comment/properties/resource_request_id"}}}}}}}}},"description":"Request body for creating or updating a comment. Provide the rich text body (HTML with @mentions), the parent resource relationship (task, deal, person, etc.), and optional draft status. Reactions and pin state are managed via separate actions."},"webhook":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["event_id","type_id","target_url"],"properties":{"name":{"$ref":"#/components/schemas/resource_webhook/properties/name"},"type_id":{"$ref":"#/components/schemas/resource_webhook/properties/type_id"},"event_id":{"$ref":"#/components/schemas/resource_webhook/properties/event_id"},"target_url":{"$ref":"#/components/schemas/resource_webhook/properties/target_url"},"custom_headers":{"$ref":"#/components/schemas/resource_webhook/properties/custom_headers"}}}}}}}}},"description":"Request body for creating or updating a webhook."},"invitation":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"password":{"$ref":"#/components/schemas/resource_invitation/properties/password"},"last_name":{"$ref":"#/components/schemas/resource_invitation/properties/last_name"},"first_name":{"$ref":"#/components/schemas/resource_invitation/properties/first_name"},"newsletter_consent":{"$ref":"#/components/schemas/resource_invitation/properties/newsletter_consent"}}}}}}}}},"description":"Request body for creating or updating an invitation."},"expense_unreject":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"note":{"type":"string","title":"Note"},"approver_id":{"$ref":"#/components/schemas/resource_expense/properties/approver_id"}}}}}}}}}},"approval_workflow":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"event_id":{"$ref":"#/components/schemas/resource_approval_workflow/properties/event_id"},"approver_ids":{"$ref":"#/components/schemas/resource_approval_workflow/properties/approver_ids"},"subscriber_ids":{"$ref":"#/components/schemas/resource_approval_workflow/properties/subscriber_ids"},"target_type_id":{"$ref":"#/components/schemas/resource_approval_workflow/properties/target_type_id"},"approval_policy_id":{"$ref":"#/components/schemas/resource_approval_workflow/properties/approval_policy_id"},"dynamic_approver_ids":{"$ref":"#/components/schemas/resource_approval_workflow/properties/dynamic_approver_ids"},"dynamic_subscriber_ids":{"$ref":"#/components/schemas/resource_approval_workflow/properties/dynamic_subscriber_ids"},"approval_requirement_id":{"$ref":"#/components/schemas/resource_approval_workflow/properties/approval_requirement_id"}}}}}}}}},"description":"Request body for creating or updating an approval workflow."},"expense":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name","currency","date"],"properties":{"date":{"$ref":"#/components/schemas/resource_expense/properties/date"},"name":{"$ref":"#/components/schemas/resource_expense/properties/name"},"amount":{"$ref":"#/components/schemas/resource_expense/properties/amount"},"markup":{"$ref":"#/components/schemas/resource_expense/properties/markup"},"pay_on":{"$ref":"#/components/schemas/resource_expense/properties/pay_on"},"paid_on":{"$ref":"#/components/schemas/resource_expense/properties/paid_on"},"currency":{"$ref":"#/components/schemas/resource_expense/properties/currency"},"position":{"$ref":"#/components/schemas/resource_expense/properties/position"},"quantity":{"$ref":"#/components/schemas/resource_expense/properties/quantity"},"person_id":{"$ref":"#/components/schemas/resource_expense/properties/person_id"},"vendor_id":{"$ref":"#/components/schemas/resource_expense/properties/vendor_id"},"service_id":{"$ref":"#/components/schemas/resource_expense/properties/service_id"},"tax_rate_id":{"$ref":"#/components/schemas/resource_expense/properties/tax_rate_id"},"reimbursable":{"$ref":"#/components/schemas/resource_expense/properties/reimbursable"},"attachment_id":{"$ref":"#/components/schemas/resource_expense/properties/attachment_id"},"custom_fields":{"$ref":"#/components/schemas/resource_expense/properties/custom_fields"},"reimbursed_on":{"$ref":"#/components/schemas/resource_expense/properties/reimbursed_on"},"tax_inclusion":{"$ref":"#/components/schemas/resource_expense/properties/tax_inclusion"},"billable_amount":{"$ref":"#/components/schemas/resource_expense/properties/billable_amount"},"rejected_reason":{"$ref":"#/components/schemas/resource_expense/properties/rejected_reason"},"purchase_order_id":{"$ref":"#/components/schemas/resource_expense/properties/purchase_order_id"}}}}}}}}},"description":"Request body for creating or updating an expense."},"lost_reason":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name"],"properties":{"name":{"$ref":"#/components/schemas/resource_lost_reason/properties/name"}}}}}}}}},"description":"Request body for creating or updating a lost reason."},"service_assignment":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["service_id","person_id"],"properties":{"person_id":{"$ref":"#/components/schemas/resource_service_assignment/properties/person_id"},"service_id":{"$ref":"#/components/schemas/resource_service_assignment/properties/service_id"}}}}}}}}},"description":"Request body for creating or updating a service assignment."},"rate_card":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name","company_id"],"properties":{"name":{"$ref":"#/components/schemas/resource_rate_card/properties/name"},"company_id":{"$ref":"#/components/schemas/resource_rate_card/properties/company_id"}}}}}}}}},"description":"Request body for creating or updating a rate card. Specify the name and optional company (for client-specific pricing). Prices within the rate card are managed via the prices endpoint."},"entitlement":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"note":{"$ref":"#/components/schemas/resource_entitlement/properties/note"},"end_date":{"$ref":"#/components/schemas/resource_entitlement/properties/end_date"},"event_id":{"$ref":"#/components/schemas/resource_entitlement/properties/event_id"},"allocated":{"$ref":"#/components/schemas/resource_entitlement/properties/allocated"},"person_id":{"$ref":"#/components/schemas/resource_entitlement/properties/person_id"},"start_date":{"$ref":"#/components/schemas/resource_entitlement/properties/start_date"}}}}}}}}},"description":"Request body for creating or updating an entitlement (time-off balance). Specify the person, event (absence category), date range, and allocated days. The used and pending amounts are system-managed based on booking activity."},"integration_exporter_configuration":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"company_id":{"$ref":"#/components/schemas/resource_integration_exporter_configuration/properties/company_id"},"company_type":{"$ref":"#/components/schemas/resource_integration_exporter_configuration/properties/company_type"},"datev_client_account_code":{"$ref":"#/components/schemas/resource_integration_exporter_configuration/properties/datev_client_account_code"},"datev_vendor_account_code":{"$ref":"#/components/schemas/resource_integration_exporter_configuration/properties/datev_vendor_account_code"}}}}}}}}},"description":"Request body for creating or updating an integration exporter configuration."},"placeholder":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"icon":{"$ref":"#/components/schemas/resource_placeholder/properties/icon"},"name":{"$ref":"#/components/schemas/resource_placeholder/properties/name"},"type":{"$ref":"#/components/schemas/resource_placeholder/properties/type"},"color":{"$ref":"#/components/schemas/resource_placeholder/properties/color"},"category":{"$ref":"#/components/schemas/resource_placeholder/properties/category"},"project_id":{"$ref":"#/components/schemas/resource_placeholder/properties/project_id"}}}}}}}}},"description":"Request body for creating or updating a placeholder."},"purchase_order_bulk_delete":{"content":{"application/vnd.api+json; ext=bulk":{"schema":{"type":"object","properties":{"data":{"type":"array","items":{"type":"object","required":["type","id"],"properties":{"id":{"$ref":"#/components/schemas/resource_purchase_order/properties/id"},"type":{"enum":["purchase_orders"],"type":"string"}}}}}}}}},"workflow_status":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name","workflow_id","category_id"],"properties":{"name":{"$ref":"#/components/schemas/resource_workflow_status/properties/name"},"color_id":{"$ref":"#/components/schemas/resource_workflow_status/properties/color_id"},"position":{"$ref":"#/components/schemas/resource_workflow_status/properties/position"},"category_id":{"$ref":"#/components/schemas/resource_workflow_status/properties/category_id"},"workflow_id":{"$ref":"#/components/schemas/resource_workflow_status/properties/workflow_id"}}}}}}}}},"description":"Request body for creating or updating a workflow status. Specify the parent workflow, name, category (not_started, started, or closed), position, and optional color."},"report_category":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name"],"properties":{"name":{"$ref":"#/components/schemas/resource_report_category/properties/name"},"color_id":{"$ref":"#/components/schemas/resource_report_category/properties/color_id"},"position":{"$ref":"#/components/schemas/resource_report_category/properties/position"}}}}}}}}},"description":"Request body for creating or updating a report category."},"survey_field":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["data_type_id","name","survey_id"],"properties":{"name":{"$ref":"#/components/schemas/resource_survey_field/properties/name"},"position":{"$ref":"#/components/schemas/resource_survey_field/properties/position"},"required":{"$ref":"#/components/schemas/resource_survey_field/properties/required"},"survey_id":{"$ref":"#/components/schemas/resource_survey_field/properties/survey_id"},"data_type_id":{"$ref":"#/components/schemas/resource_survey_field/properties/data_type_id"},"origin_field_id":{"$ref":"#/components/schemas/resource_survey_field/properties/origin_field_id"},"quick_add_enabled":{"$ref":"#/components/schemas/resource_survey_field/properties/quick_add_enabled"},"formatting_type_id":{"$ref":"#/components/schemas/resource_survey_field/properties/formatting_type_id"},"aggregation_type_id":{"$ref":"#/components/schemas/resource_survey_field/properties/aggregation_type_id"},"show_in_add_edit_views":{"$ref":"#/components/schemas/resource_survey_field/properties/show_in_add_edit_views"}}}}}}}}},"description":"Request body for creating or updating a survey field. Specify the survey, field type (data_type_id), label, position, required flag, and optional description. For dropdown fields, add options via the survey_field_options endpoint."},"service_type":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name"],"properties":{"name":{"$ref":"#/components/schemas/resource_service_type/properties/name"}}}}}}}}},"description":"Request body for creating or updating a service type."},"team_membership":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["person_id","team_id"],"properties":{"team_id":{"$ref":"#/components/schemas/resource_team_membership/properties/team_id"},"person_id":{"$ref":"#/components/schemas/resource_team_membership/properties/person_id"}}}}}}}}},"description":"Request body for creating or deleting a team membership. Specify the team and person to add as a member."},"deal_status":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name","pipeline_id"],"properties":{"name":{"$ref":"#/components/schemas/resource_deal_status/properties/name"},"color_id":{"$ref":"#/components/schemas/resource_deal_status/properties/color_id"},"position":{"$ref":"#/components/schemas/resource_deal_status/properties/position"},"status_id":{"$ref":"#/components/schemas/resource_deal_status/properties/status_id"},"pipeline_id":{"$ref":"#/components/schemas/resource_deal_status/properties/pipeline_id"},"probability":{"$ref":"#/components/schemas/resource_deal_status/properties/probability"},"lost_reason_enabled":{"$ref":"#/components/schemas/resource_deal_status/properties/lost_reason_enabled"},"probability_enabled":{"$ref":"#/components/schemas/resource_deal_status/properties/probability_enabled"},"time_tracking_enabled":{"$ref":"#/components/schemas/resource_deal_status/properties/time_tracking_enabled"},"booking_tracking_enabled":{"$ref":"#/components/schemas/resource_deal_status/properties/booking_tracking_enabled"},"expense_tracking_enabled":{"$ref":"#/components/schemas/resource_deal_status/properties/expense_tracking_enabled"}}}}}}}}},"description":"Request body for creating or updating a deal status. Specify the pipeline, name, position, outcome category (status_id), color, and optional tracking flags for time, expenses, bookings, and probability."},"task_dependency":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["dependent_task_id","task_id"],"properties":{"task_id":{"$ref":"#/components/schemas/resource_task_dependency/properties/task_id"},"type_id":{"$ref":"#/components/schemas/resource_task_dependency/properties/type_id"},"dependent_task_id":{"$ref":"#/components/schemas/resource_task_dependency/properties/dependent_task_id"}}}}}}}}},"description":"Request body for creating a task dependency. Specify the source task, the dependent task, and the dependency type (blocking, waiting_on, or linked). A reverse dependency is automatically created on the dependent task."},"deal_cost_rate":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"deal_id":{"$ref":"#/components/schemas/resource_deal_cost_rate/properties/deal_id"},"currency":{"$ref":"#/components/schemas/resource_deal_cost_rate/properties/currency"},"person_id":{"$ref":"#/components/schemas/resource_deal_cost_rate/properties/person_id"},"rate_cents":{"$ref":"#/components/schemas/resource_deal_cost_rate/properties/rate_cents"}}}}}}}}},"description":"Request body for creating or updating a deal cost rate."},"page_version":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"name":{"$ref":"#/components/schemas/resource_page_version/properties/name"},"page_id":{"$ref":"#/components/schemas/resource_page_version/properties/page_id"},"restored_from_version_id":{"$ref":"#/components/schemas/resource_page_version/properties/restored_from_version_id"}}}}}}}}},"description":"Request body for creating or updating a page version. Provide the page content (rich text body), title, and optional parent page relationship. Page versions track edit history and support collaborative review via discussions."},"page_create_with_markdown":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["markdown"],"properties":{"title":{"$ref":"#/components/schemas/resource_page/properties/title"},"icon_id":{"$ref":"#/components/schemas/resource_page/properties/icon_id"},"markdown":{"type":"string","title":"Markdown"},"position":{"$ref":"#/components/schemas/resource_page/properties/position"},"project_id":{"$ref":"#/components/schemas/resource_page/properties/project_id"},"preferences":{"$ref":"#/components/schemas/resource_page/properties/preferences"},"root_page_id":{"$ref":"#/components/schemas/resource_page/properties/root_page_id"},"custom_fields":{"$ref":"#/components/schemas/resource_page/properties/custom_fields"},"public_access":{"$ref":"#/components/schemas/resource_page/properties/public_access"},"attachment_ids":{"$ref":"#/components/schemas/resource_page/properties/attachment_ids"},"parent_page_id":{"$ref":"#/components/schemas/resource_page/properties/parent_page_id"},"subscriber_ids":{"$ref":"#/components/schemas/resource_page/properties/subscriber_ids"},"cover_image_url":{"$ref":"#/components/schemas/resource_page/properties/cover_image_url"},"cover_image_meta":{"$ref":"#/components/schemas/resource_page/properties/cover_image_meta"}}}}}}}}}},"einvoice_configuration":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"mer_enabled":{"$ref":"#/components/schemas/resource_einvoice_configuration/properties/mer_enabled"},"face_enabled":{"$ref":"#/components/schemas/resource_einvoice_configuration/properties/face_enabled"},"ksef_enabled":{"$ref":"#/components/schemas/resource_einvoice_configuration/properties/ksef_enabled"},"mer_password":{"type":"string","title":"Mer Password"},"mer_username":{"$ref":"#/components/schemas/resource_einvoice_configuration/properties/mer_username"},"subsidiary_id":{"$ref":"#/components/schemas/resource_einvoice_configuration/properties/subsidiary_id"},"kpd_code_mapping":{"$ref":"#/components/schemas/resource_einvoice_configuration/properties/kpd_code_mapping"},"tax_rate_mapping":{"$ref":"#/components/schemas/resource_einvoice_configuration/properties/tax_rate_mapping"},"xrechnung_enabled":{"$ref":"#/components/schemas/resource_einvoice_configuration/properties/xrechnung_enabled"},"payment_means_type_id":{"$ref":"#/components/schemas/resource_einvoice_configuration/properties/payment_means_type_id"},"include_pdf_attachment":{"$ref":"#/components/schemas/resource_einvoice_configuration/properties/include_pdf_attachment"},"include_timesheet_attachment":{"$ref":"#/components/schemas/resource_einvoice_configuration/properties/include_timesheet_attachment"}}}}}}}}}},"expense_export":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"payment_type":{"type":"string","title":"Payment Type"},"account_reference_id":{"type":"string","title":"Account Reference"},"company_reference_id":{"$ref":"#/components/schemas/resource_expense/properties/company_reference_id"}}}}}}}}}},"bill":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["purchase_order_id"],"properties":{"date":{"$ref":"#/components/schemas/resource_bill/properties/date"},"due_date":{"$ref":"#/components/schemas/resource_bill/properties/due_date"},"attachment_id":{"$ref":"#/components/schemas/resource_bill/properties/attachment_id"},"invoice_number":{"$ref":"#/components/schemas/resource_bill/properties/invoice_number"},"purchase_order_id":{"$ref":"#/components/schemas/resource_bill/properties/purchase_order_id"}}}}}}}}},"description":"Request body for creating or updating a bill (vendor receipt). Specify the purchase order, date, due date, invoice number, description, currency, and total amounts. Attach a document via the attachment relationship."},"password":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"password":{"$ref":"#/components/schemas/resource_password/properties/password"},"password_confirmation":{"$ref":"#/components/schemas/resource_password/properties/password_confirmation"}}}}}}}}},"description":"Request body for updating a user's password."},"event":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name","event_type_id","limitation_type_id"],"properties":{"name":{"$ref":"#/components/schemas/resource_event/properties/name"},"icon_id":{"$ref":"#/components/schemas/resource_event/properties/icon_id"},"color_id":{"$ref":"#/components/schemas/resource_event/properties/color_id"},"absence_type":{"$ref":"#/components/schemas/resource_event/properties/absence_type"},"event_type_id":{"$ref":"#/components/schemas/resource_event/properties/event_type_id"},"half_day_bookings":{"$ref":"#/components/schemas/resource_event/properties/half_day_bookings"},"limitation_type_id":{"$ref":"#/components/schemas/resource_event/properties/limitation_type_id"},"sync_personal_integrations":{"$ref":"#/components/schemas/resource_event/properties/sync_personal_integrations"}}}}}}}}},"description":"Request body for creating or updating an absence category."},"role":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name","user_type_id"],"properties":{"name":{"$ref":"#/components/schemas/resource_role/properties/name"},"description":{"$ref":"#/components/schemas/resource_role/properties/description"},"permissions":{"$ref":"#/components/schemas/resource_role/properties/permissions"},"base_role_id":{"$ref":"#/components/schemas/resource_role/properties/base_role_id"},"user_type_id":{"$ref":"#/components/schemas/resource_role/properties/user_type_id"}}}}}}}}}},"custom_field_option":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name","custom_field_id"],"properties":{"name":{"$ref":"#/components/schemas/resource_custom_field_option/properties/name"},"color_id":{"$ref":"#/components/schemas/resource_custom_field_option/properties/color_id"},"position":{"$ref":"#/components/schemas/resource_custom_field_option/properties/position"},"custom_field_id":{"$ref":"#/components/schemas/resource_custom_field_option/properties/custom_field_id"}}}}}}}}},"description":"Request body for creating or updating a custom field option. Specify the parent custom field, option name, position, and optional color."},"payment":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["invoice_id","amount"],"properties":{"note":{"$ref":"#/components/schemas/resource_payment/properties/note"},"amount":{"$ref":"#/components/schemas/resource_payment/properties/amount"},"paid_on":{"$ref":"#/components/schemas/resource_payment/properties/paid_on"},"invoice_id":{"$ref":"#/components/schemas/resource_payment/properties/invoice_id"},"written_off_on":{"$ref":"#/components/schemas/resource_payment/properties/written_off_on"}}}}}}}}},"description":"Request body for creating or updating a payment."},"organization_subscription":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"seats":{"$ref":"#/components/schemas/resource_organization_subscription/properties/seats"},"plan_type":{"$ref":"#/components/schemas/resource_organization_subscription/properties/plan_type"},"plan_cycle":{"$ref":"#/components/schemas/resource_organization_subscription/properties/plan_cycle"},"stripe_token":{"$ref":"#/components/schemas/resource_organization_subscription/properties/stripe_token"},"billing_email":{"$ref":"#/components/schemas/resource_organization_subscription/properties/billing_email"},"product_types":{"$ref":"#/components/schemas/resource_organization_subscription/properties/product_types"},"active_products":{"$ref":"#/components/schemas/resource_organization_subscription/properties/active_products"},"billing_address":{"$ref":"#/components/schemas/resource_organization_subscription/properties/billing_address"},"trial_plan_type":{"$ref":"#/components/schemas/resource_organization_subscription/properties/trial_plan_type"},"trial_product_ids":{"$ref":"#/components/schemas/resource_organization_subscription/properties/trial_product_ids"},"billing_group_seats":{"$ref":"#/components/schemas/resource_organization_subscription/properties/billing_group_seats"}}}}}}}}},"description":"Request body for creating or updating an organization subscription."},"page":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"body":{"$ref":"#/components/schemas/resource_page/properties/body"},"steps":{"$ref":"#/components/schemas/resource_page/properties/steps"},"title":{"$ref":"#/components/schemas/resource_page/properties/title"},"icon_id":{"$ref":"#/components/schemas/resource_page/properties/icon_id"},"position":{"$ref":"#/components/schemas/resource_page/properties/position"},"project_id":{"$ref":"#/components/schemas/resource_page/properties/project_id"},"preferences":{"$ref":"#/components/schemas/resource_page/properties/preferences"},"root_page_id":{"$ref":"#/components/schemas/resource_page/properties/root_page_id"},"custom_fields":{"$ref":"#/components/schemas/resource_page/properties/custom_fields"},"public_access":{"$ref":"#/components/schemas/resource_page/properties/public_access"},"attachment_ids":{"$ref":"#/components/schemas/resource_page/properties/attachment_ids"},"parent_page_id":{"$ref":"#/components/schemas/resource_page/properties/parent_page_id"},"subscriber_ids":{"$ref":"#/components/schemas/resource_page/properties/subscriber_ids"},"version_number":{"$ref":"#/components/schemas/resource_page/properties/version_number"},"cover_image_url":{"$ref":"#/components/schemas/resource_page/properties/cover_image_url"},"cover_image_meta":{"$ref":"#/components/schemas/resource_page/properties/cover_image_meta"}}}}}}}}},"description":"Request body for creating or updating a page."},"team":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name"],"properties":{"name":{"$ref":"#/components/schemas/resource_team/properties/name"},"icon_id":{"$ref":"#/components/schemas/resource_team/properties/icon_id"},"color_id":{"$ref":"#/components/schemas/resource_team/properties/color_id"}}}}}}}}},"description":"Request body for creating or updating a team. Specify the team name. Members are managed via the team_memberships endpoint."},"session":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"name":{"$ref":"#/components/schemas/resource_session/properties/name"},"device":{"$ref":"#/components/schemas/resource_session/properties/device"},"browser":{"$ref":"#/components/schemas/resource_session/properties/browser"},"platform":{"$ref":"#/components/schemas/resource_session/properties/platform"},"read_only":{"$ref":"#/components/schemas/resource_session/properties/read_only"},"app_version":{"$ref":"#/components/schemas/resource_session/properties/app_version"},"firebase_token":{"$ref":"#/components/schemas/resource_session/properties/firebase_token"},"cordova_device_uid":{"$ref":"#/components/schemas/resource_session/properties/cordova_device_uid"},"cordova_device_model":{"$ref":"#/components/schemas/resource_session/properties/cordova_device_model"},"cordova_device_version":{"$ref":"#/components/schemas/resource_session/properties/cordova_device_version"},"cordova_device_platform":{"$ref":"#/components/schemas/resource_session/properties/cordova_device_platform"}}}}}}}}},"description":"Request body for creating or updating a session."},"holiday":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name","date","holiday_calendar_id"],"properties":{"date":{"$ref":"#/components/schemas/resource_holiday/properties/date"},"name":{"$ref":"#/components/schemas/resource_holiday/properties/name"},"holiday_calendar_id":{"$ref":"#/components/schemas/resource_holiday/properties/holiday_calendar_id"}}}}}}}}},"description":"Request body for creating or updating a holiday."},"integration":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{}}}}}}}},"description":"Request body for creating or updating an integration."},"person":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["company_id","role_id"],"properties":{"email":{"$ref":"#/components/schemas/resource_person/properties/email"},"title":{"$ref":"#/components/schemas/resource_person/properties/title"},"contact":{"$ref":"#/components/schemas/resource_person/properties/contact"},"role_id":{"$ref":"#/components/schemas/resource_person/properties/role_id"},"virtual":{"$ref":"#/components/schemas/resource_person/properties/virtual"},"nickname":{"$ref":"#/components/schemas/resource_person/properties/nickname"},"tag_list":{"$ref":"#/components/schemas/resource_person/properties/tag_list"},"last_name":{"$ref":"#/components/schemas/resource_person/properties/last_name"},"account_id":{"$ref":"#/components/schemas/resource_person/properties/account_id"},"avatar_url":{"$ref":"#/components/schemas/resource_person/properties/avatar_url"},"company_id":{"$ref":"#/components/schemas/resource_person/properties/company_id"},"first_name":{"$ref":"#/components/schemas/resource_person/properties/first_name"},"manager_id":{"$ref":"#/components/schemas/resource_person/properties/manager_id"},"status_text":{"$ref":"#/components/schemas/resource_person/properties/status_text"},"autotracking":{"$ref":"#/components/schemas/resource_person/properties/autotracking"},"status_emoji":{"$ref":"#/components/schemas/resource_person/properties/status_emoji"},"custom_fields":{"$ref":"#/components/schemas/resource_person/properties/custom_fields"},"subsidiary_id":{"$ref":"#/components/schemas/resource_person/properties/subsidiary_id"},"time_unlocked":{"$ref":"#/components/schemas/resource_person/properties/time_unlocked"},"custom_role_id":{"$ref":"#/components/schemas/resource_person/properties/custom_role_id"},"subscriber_ids":{"$ref":"#/components/schemas/resource_person/properties/subscriber_ids"},"time_unlocked_on":{"$ref":"#/components/schemas/resource_person/properties/time_unlocked_on"},"status_expires_at":{"$ref":"#/components/schemas/resource_person/properties/status_expires_at"},"time_off_status_sync":{"$ref":"#/components/schemas/resource_person/properties/time_off_status_sync"},"time_unlocked_end_date":{"$ref":"#/components/schemas/resource_person/properties/time_unlocked_end_date"},"time_unlocked_interval":{"$ref":"#/components/schemas/resource_person/properties/time_unlocked_interval"},"time_tracking_policy_id":{"$ref":"#/components/schemas/resource_person/properties/time_tracking_policy_id"},"time_unlocked_period_id":{"$ref":"#/components/schemas/resource_person/properties/time_unlocked_period_id"},"time_unlocked_start_date":{"$ref":"#/components/schemas/resource_person/properties/time_unlocked_start_date"},"timesheet_submission_disabled":{"$ref":"#/components/schemas/resource_person/properties/timesheet_submission_disabled"},"granular_notification_preferences":{"$ref":"#/components/schemas/resource_person/properties/granular_notification_preferences"}}}}}}}}},"description":"Request body for creating or updating a person."},"workflow":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name"],"properties":{"name":{"$ref":"#/components/schemas/resource_workflow/properties/name"}}}}}}}}},"description":"Request body for creating or updating a workflow. Specify the name and optional archived_at. Workflow statuses are managed separately via the workflow_statuses endpoint."},"survey_response":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"survey_id":{"$ref":"#/components/schemas/resource_survey_response/properties/survey_id"},"custom_fields":{"$ref":"#/components/schemas/resource_survey_response/properties/custom_fields"},"survey_fields":{"$ref":"#/components/schemas/resource_survey_response/properties/survey_fields"}}}}}}}}},"description":"Request body for submitting a survey response. Specify the parent survey and the field values as a hash keyed by survey_field_id."},"salary":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["person_id","salary_type_id","cost","currency","working_hours"],"properties":{"cost":{"$ref":"#/components/schemas/resource_salary/properties/cost"},"note":{"$ref":"#/components/schemas/resource_salary/properties/note"},"currency":{"$ref":"#/components/schemas/resource_salary/properties/currency"},"ended_on":{"$ref":"#/components/schemas/resource_salary/properties/ended_on"},"overhead":{"$ref":"#/components/schemas/resource_salary/properties/overhead"},"person_id":{"$ref":"#/components/schemas/resource_salary/properties/person_id"},"started_on":{"$ref":"#/components/schemas/resource_salary/properties/started_on"},"working_hours":{"$ref":"#/components/schemas/resource_salary/properties/working_hours"},"salary_type_id":{"$ref":"#/components/schemas/resource_salary/properties/salary_type_id"},"alternating_hours":{"$ref":"#/components/schemas/resource_salary/properties/alternating_hours"},"holiday_calendar_id":{"$ref":"#/components/schemas/resource_salary/properties/holiday_calendar_id"}}}}}}}}},"description":"Request body for creating or updating a salary (cost rate and working capacity record, called an Engagement internally). Specify the person, start/end dates, hourly cost rate, working hours, salary type, overhead inclusion flag, and optionally a holiday calendar."},"deal":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["name","responsible_id","deal_type_id","date"],"properties":{"date":{"$ref":"#/components/schemas/resource_deal/properties/date"},"name":{"$ref":"#/components/schemas/resource_deal/properties/name"},"note":{"$ref":"#/components/schemas/resource_deal/properties/note"},"budget":{"$ref":"#/components/schemas/resource_deal/properties/budget"},"color_id":{"$ref":"#/components/schemas/resource_deal/properties/color_id"},"currency":{"$ref":"#/components/schemas/resource_deal/properties/currency"},"end_date":{"$ref":"#/components/schemas/resource_deal/properties/end_date"},"position":{"$ref":"#/components/schemas/resource_deal/properties/position"},"tag_list":{"$ref":"#/components/schemas/resource_deal/properties/tag_list"},"company_id":{"$ref":"#/components/schemas/resource_deal/properties/company_id"},"contact_id":{"$ref":"#/components/schemas/resource_deal/properties/contact_id"},"deal_value":{"$ref":"#/components/schemas/resource_deal/properties/deal_value"},"open_hours":{"$ref":"#/components/schemas/resource_deal/properties/open_hours"},"project_id":{"$ref":"#/components/schemas/resource_deal/properties/project_id"},"probability":{"$ref":"#/components/schemas/resource_deal/properties/probability"},"tax_rate_id":{"$ref":"#/components/schemas/resource_deal/properties/tax_rate_id"},"deal_type_id":{"$ref":"#/components/schemas/resource_deal/properties/deal_type_id"},"delivered_on":{"$ref":"#/components/schemas/resource_deal/properties/delivered_on"},"lost_comment":{"$ref":"#/components/schemas/resource_deal/properties/lost_comment"},"client_access":{"$ref":"#/components/schemas/resource_deal/properties/client_access"},"custom_fields":{"$ref":"#/components/schemas/resource_deal/properties/custom_fields"},"editor_config":{"$ref":"#/components/schemas/resource_deal/properties/editor_config"},"proposal_note":{"$ref":"#/components/schemas/resource_deal/properties/proposal_note"},"subsidiary_id":{"$ref":"#/components/schemas/resource_deal/properties/subsidiary_id"},"time_approval":{"$ref":"#/components/schemas/resource_deal/properties/time_approval"},"budget_warning":{"$ref":"#/components/schemas/resource_deal/properties/budget_warning"},"deal_status_id":{"$ref":"#/components/schemas/resource_deal/properties/deal_status_id"},"lost_reason_id":{"$ref":"#/components/schemas/resource_deal/properties/lost_reason_id"},"origin_deal_id":{"$ref":"#/components/schemas/resource_deal/properties/origin_deal_id"},"responsible_id":{"$ref":"#/components/schemas/resource_deal/properties/responsible_id"},"subscriber_ids":{"$ref":"#/components/schemas/resource_deal/properties/subscriber_ids"},"man_day_minutes":{"$ref":"#/components/schemas/resource_deal/properties/man_day_minutes"},"sales_closed_on":{"$ref":"#/components/schemas/resource_deal/properties/sales_closed_on"},"document_type_id":{"$ref":"#/components/schemas/resource_deal/properties/document_type_id"},"expense_approval":{"$ref":"#/components/schemas/resource_deal/properties/expense_approval"},"tracking_type_id":{"$ref":"#/components/schemas/resource_deal/properties/tracking_type_id"},"deal_value_source":{"$ref":"#/components/schemas/resource_deal/properties/deal_value_source"},"retainer_interval":{"$ref":"#/components/schemas/resource_deal/properties/retainer_interval"},"rounding_method_id":{"$ref":"#/components/schemas/resource_deal/properties/rounding_method_id"},"rounding_interval_id":{"$ref":"#/components/schemas/resource_deal/properties/rounding_interval_id"},"purchase_order_number":{"$ref":"#/components/schemas/resource_deal/properties/purchase_order_number"},"designated_approver_id":{"$ref":"#/components/schemas/resource_deal/properties/designated_approver_id"},"destroy_future_bookings":{"$ref":"#/components/schemas/resource_deal/properties/destroy_future_bookings"},"manual_invoicing_reason":{"$ref":"#/components/schemas/resource_deal/properties/manual_invoicing_reason"},"retainer_interval_count":{"$ref":"#/components/schemas/resource_deal/properties/retainer_interval_count"},"retainer_deal_value_type":{"$ref":"#/components/schemas/resource_deal/properties/retainer_deal_value_type"},"proposal_document_type_id":{"$ref":"#/components/schemas/resource_deal/properties/proposal_document_type_id"},"revenue_distribution_type":{"$ref":"#/components/schemas/resource_deal/properties/revenue_distribution_type"},"manual_invoicing_status_id":{"$ref":"#/components/schemas/resource_deal/properties/manual_invoicing_status_id"},"revenue_distribution_method":{"$ref":"#/components/schemas/resource_deal/properties/revenue_distribution_method"},"validate_expense_when_closing":{"$ref":"#/components/schemas/resource_deal/properties/validate_expense_when_closing"},"service_type_restricted_tracking":{"$ref":"#/components/schemas/resource_deal/properties/service_type_restricted_tracking"}}}}}}}}},"description":"Request body for creating or updating a deal."},"todo":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","properties":{"closed":{"$ref":"#/components/schemas/resource_todo/properties/closed"},"deal_id":{"$ref":"#/components/schemas/resource_todo/properties/deal_id"},"task_id":{"$ref":"#/components/schemas/resource_todo/properties/task_id"},"due_date":{"$ref":"#/components/schemas/resource_todo/properties/due_date"},"due_time":{"$ref":"#/components/schemas/resource_todo/properties/due_time"},"position":{"$ref":"#/components/schemas/resource_todo/properties/position"},"assignee_id":{"$ref":"#/components/schemas/resource_todo/properties/assignee_id"}}}}}}}}},"description":"Request body for creating or updating a todo (checklist item). Specify the description, parent resource (task or deal), optional assignee, due date, due time, and position. Set closed_at to mark as complete."},"contract":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["interval_id","template_id"],"properties":{"ends_on":{"$ref":"#/components/schemas/resource_contract/properties/ends_on"},"interval_id":{"$ref":"#/components/schemas/resource_contract/properties/interval_id"},"template_id":{"$ref":"#/components/schemas/resource_contract/properties/template_id"},"copy_expenses":{"$ref":"#/components/schemas/resource_contract/properties/copy_expenses"},"next_occurrence_on":{"$ref":"#/components/schemas/resource_contract/properties/next_occurrence_on"},"use_rollover_hours":{"$ref":"#/components/schemas/resource_contract/properties/use_rollover_hours"},"copy_purchase_order_number":{"$ref":"#/components/schemas/resource_contract/properties/copy_purchase_order_number"}}}}}}}}},"description":"Request body for creating or updating a contract (recurring retainer). Specify the template deal, interval (monthly, quarterly, etc.), start and end dates, and options for rolling over hours and copying purchase order numbers and expenses."},"survey":{"content":{"application/vnd.api+json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"attributes":{"type":"object","required":["title","project_id"],"properties":{"title":{"$ref":"#/components/schemas/resource_survey/properties/title"},"project_id":{"$ref":"#/components/schemas/resource_survey/properties/project_id"},"submission_access":{"$ref":"#/components/schemas/resource_survey/properties/submission_access"}}}}}}}}},"description":"Request body for creating or updating a survey. Specify the project, name, and configuration. Survey fields are managed separately via the survey_fields 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