What is a company in Bokio? In Bokio, a business is termed as a company. When someone is having multiple businesses, they simply set each of those up as an individual company. Each business is an independent Bokio company with its own company ID. The parameter companyId should be sent in with every API request to identify the company and the companyId can be obtained from the url when you are in the Bokio accounting platform.

What is the company API ? The Company API exposes operations to automate processes within a company. In this API, all endpoints are located under the baseurl: api.bokio.se/v1/companies/{companyId}/.

The Company API is used for making requests related to a specific company. It allows you to perform actions such as retrieving company information, managing accounts, and accessing financial data specific to a company.

What can the Company API do in Bokio? Here are all the capabilities of the Company API in Bokio.

Journal entries

Journal entries are used to manage bookkeeping. For more information on how journal entries work in Bokio, see Journal entries in Bokio.

The journal entry endpoints allow you to create a journal entry, get all journal entries, get a journal entry and reverse a particular journal entry. For more information on how it works, check the API.

Uploads

Any file that is uploaded in Bokio (it can be a receipt or an invoice) that will help in keeping a record of bookkeeping is called an upload. You can record an upload from todo page or uploads page. For more information on how uploads work in Bokio, see Uploads.

This endpoint allows you to upload a file, get all uploads, get a particular upload and download a particular file of a company in Bokio. For more information on how it works, check the API.

Customers

Customers in Bokio are used to manager receivers of invoices.

The customer endpoints in the API allow you to add, update, read and delete customer in a company in Bokio. For more information on how it works, check the API.

Invoices

An invoice is a document that shows what goods or services were sold, how much they cost, and when payment is due. For more information on how invoices work in Bokio, see Invoicing in Bokio.

The invoice endpoints in the API allow you to create, view, update, and add items to invoices, as well as retrieve all invoices or a specific one by ID. For more information on how it works, check the API.

You can add, retrieve, or delete attachments for an invoice. Additionally, you can publish an invoice, create an invoice payment, and retrieve or delete invoice payments. You can also create settlements, as well as retrieve or delete them. Finally, you can create a credit note.

Items

Items in Bokio represent products, services, and text templates used in invoices. They come in two types: sales items (with product details and pricing) and description-only items (text templates).

The API's item endpoints allow you to add, update, read, and delete items in a company in Bokio. You can create new items with product details, manage existing items, and retrieve item information. You can also add account number on which you want to bookkeep the item. For more information on how it works, check the API.

Fiscal years

In Bokio, a fiscal year is the set time period your company does its accounting for, the same as what’s registered with the Swedish Tax Agency. Every transaction must be linked to a fiscal year, and there always has to be one active for today’s date so you can keep booking. You choose your first fiscal year when creating your account. Each fiscal year uses either the cash or invoice method, and when one ends Bokio helps you set up the next so your accounting continues smoothly.

The fiscal years endpoints allow you to get all or a particular fiscal year for a company in Bokio. For more information on how it works, check the API.

SIE-Files

SIE files in Bokio are standardized Swedish accounting files that let you share bookkeeping data with accountants, auditors, or other systems, making it easy to transfer transactions, balances, and reports between platforms.

The endpoint allows you to download an SIE file for a particular fiscal year of a company in Bokio. For more information on how it works, check the API.

Credit notes

In Bokio, a credit note (also called a credit invoice) is a document you create to reverse or reduce all or part of a customer invoice. It’s used when: you’ve invoiced the wrong amount or item or the customer returns goods or cancels a service or you need to correct an error in a previous invoice.

The endpoint allows you to list all credit notes, update one or publish one. For more information on. how it works, check the API.

Bank payments

Bokio Business Account users can make or schedule payments to Bankgiro, Plusgiro, or bank accounts. Payments must be signed with BankID by an authorized signatory to be processed. To read more about Bokio Business Account, read more here.

This endpoint lets you create payments and retrieve payments created by your integration. Because it involves sensitive financial data, access requires explicit approval (Elevated scopes ). Private integration developers are not permitted to use this endpoint. For public integrations, Bokio will review the developer's security protocols before granting access. For more information on how it works, check the API.