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Non-breaking changes

Summary

We’ve introduced a new set of configuration APIs for different areas in Fynapse.

We updated and expanded the table of contents for the REST API Reference guide to accomodate the larger volume of available REST API endpoints:

  • Platform & Settings - manage platform-wide settings, feature flags and configuration that control Fynapse behaviour.
  • Data Model - define and manage the data structures, business events and journal definitions used within Fynapse.
  • Accounting & Processing - configure accounting structures, currencies, calendars and processes used to manage and transform financial data.
  • Accounting Rules - define and manage the rules that determine how Business Events are interpreted and posted to accounts.
  • Data Ingestion & Extraction - ingest financial data into Fynapse and extract processed data for downstream systems and reporting.
  • Integrations & Automation - configure external system integrations, webhook notifications and automated workflows.

What’s new?

New API capabilities:

Platform and Settings

Feature Flags

Foreign Exchange Settings:

  • Get the foreign exchange settings
  • Replace the foreign exchange settings

Business Date Settings:

  • Get the business date settings
  • Replace the business date settings

Unposted Journals Flag:

  • Get the Unposted Journals flag
  • Change the Unposted Journals flag

Approval Workflows

  • List approval workflow configurations
  • Create an approval workflow configuration
  • Read an approval workflow configuration
  • Replace an approval workflow configuration
  • List the versions of an approval workflow configuration
  • Check whether an approval workflow configuration would be saved

Data Model

Namespaces & Entities:

  • Create an Entity
  • Update an Entity definition
  • List the change history of an Entity
  • Get one version of an Entity definition
  • Search Entity data

Business Event Definition:

  • Get the Business Event Definition
  • Create or replace the Business Event Definition
  • Dry-run a create or replace

Journal Line Definition:

  • Get the Journal Line Definition
  • Create the Journal Line Definition, or add to it
  • Dry-run a create or additive update

Journal Types:

  • List Journal Types
  • Get a Journal Type by its code
  • Create or replace a Journal Type
  • Delete a Journal Type
  • Dry-run a create or replace

Journal Mapping:

  • Get the Journal mapping
  • Create or replace the Journal mapping
  • Dry-run a create or replace

Journal Grouping:

  • Get the Journal grouping
  • Create or replace the Journal grouping
  • Dry-run a create or replace

Accounting Configuration

Fiscal Calendars:

  • List Fiscal Calendars
  • Create a Fiscal Calendar
  • Get a Fiscal Calendar by name
  • Update a Fiscal Calendar by name
  • List the version history of a Fiscal Calendar
  • Get one version of a Fiscal Calendar
  • Preview the periods of a Fiscal Calendar definition

Business Calendars:

  • List Business Calendars
  • Create a Business Calendar
  • Get a Business Calendar by name
  • Update a Business Calendar by name
  • List the version history of a Business Calendar
  • Get one version of a Business Calendar
  • Preview the days of a Business Calendar definition
  • Check whether a Business Calendar name is taken
  • List the countries available to public-holiday rules

Dimension Sets:

  • List Dimension Sets
  • Get a Dimension Set by its name
  • Create or replace a Dimension Set
  • Delete a Dimension Set
  • Dry-run a create or replace

Node Configurations:

  • List Node Configurations
  • Get a Node Configuration by its key
  • Create or replace a Node Configuration
  • Delete a Node Configuration
  • Dry-run a create or replace

Accounting Bases:

  • List Accounting Bases
  • Get an Accounting Base by its name
  • Create or replace an Accounting Base
  • Delete an Accounting Base
  • Dry-run a create or replace

Deferral Calculator

  • Get the deferral calculator configuration
  • Replace the deferral calculator configuration

Rate Sets

  • List rate sets
  • Get a rate set by its name
  • Create a rate set
  • Dry-run a create

Accounting Rules

Business Event Types:

  • List Business Event Types
  • Get a Business Event Type by its name
  • Create or replace a Business Event Type
  • Delete a Business Event Type
  • Dry-run a create or replace

Posting Components:

  • List Posting Components
  • Get a Posting Component by its code
  • Create or replace a Posting Component
  • Delete a Posting Component
  • Dry-run a create or replace

Account Lookups:

  • List Account Lookups
  • Get an Account Lookup by its posting code
  • Create or replace an Account Lookup
  • Delete an Account Lookup
  • Dry-run a create or replace

Accounts:

  • List Accounts
  • Get an Account by its number
  • Create or replace an Account
  • Deactivate an Account
  • Dry-run a create or replace

Posting Component Identifications:

  • List Posting Component identification rule sets
  • Get a Business Event Type’s Posting Component identification rules
  • Replace a Business Event Type’s Posting Component identification rules
  • Delete a Business Event Type’s Posting Component identification rules
  • Dry-run a rule set replacement

Change Sets:

Change sets let you bundle related changes to Business Event Types, Posting Components, Account Lookups and Posting Component identification rules, and submit them for approval as one package.

  • Open a change set
  • List open change sets
  • Get one change set, in any state
  • Abandon a change set
  • Submit a change set for approval

Balances

Saved Balance Queries:

  • List saved balance queries
  • Create a saved balance query
  • Read a saved balance query
  • Replace a saved balance query
  • List the recorded changes of a saved balance query
  • Check whether a saved balance query would be saved

Balance Processing

This release adds endpoints for FX Revaluation, Yearend Cleardown and Reclassification configurations and their assignment to targets. A target is an Accounting Base assigned to a Node Configuration.

FX Revaluation:

  • List FX revaluation configurations
  • Create an FX revaluation configuration
  • Read an FX revaluation configuration
  • Replace an FX revaluation configuration
  • List the versions of an FX revaluation configuration
  • Check whether an FX revaluation configuration would be saved
  • List the targets of FX revaluation configurations
  • Read the FX revaluation configurations of one target
  • Replace the FX revaluation configurations of one target

Yearend Cleardown:

  • List Yearend Cleardown configurations
  • Create a Yearend Cleardown configuration
  • Read a Yearend Cleardown configuration
  • Replace a Yearend Cleardown configuration
  • List the versions of a Yearend Cleardown configuration
  • Check whether a Yearend Cleardown configuration would be saved
  • List the targets of Yearend Cleardown configurations
  • Read the Yearend Cleardown configuration of one target
  • Replace the Yearend Cleardown configuration of one target

Reclassification:

  • List Reclassification configurations
  • Create a Reclassification configuration
  • Read a Reclassification configuration
  • Replace a Reclassification configuration
  • List the versions of a Reclassification configuration
  • Check whether a Reclassification configuration would be saved
  • List the targets of Reclassification configurations
  • Read the Reclassification configurations of one target
  • Replace the Reclassification configurations of one target

Extraction

Extract configurations:

  • Create an extract configuration
  • Read an extract configuration
  • Edit or submit an extract configuration
  • List the recorded changes of an extract configuration
  • Check whether an extract configuration would submit

Integration and Automation

Webhook Subscriptions

  • Get subscription by name
  • Update subscription by name
  • List the recorded saves of a subscription by name
  • Check whether a subscription would be saved

D365 Configurations:

  • List D365 configurations
  • Create a D365 configuration
  • Get a D365 configuration by name
  • Update a D365 configuration by name
  • List the change history of a D365 configuration
  • Get one row of the change history of a D365 configuration

Flow Configurations

  • List Flows
  • Create a Flow
  • Check a Flow without saving it
  • Read a Flow
  • Archive a Flow
  • Replace the draft of a Flow
  • List the published versions of a Flow
  • Publish the draft of a Flow

Improvements

NA

Bug fixes

NA