Accounts

The chart of accounts is the backbone of double-entry bookkeeping in SpeyBooks. Every transaction line references an account, and the account type determines how the balance is interpreted in reports.

Accounts are organised into five types following UK accounting conventions: asset, liability, equity, revenue, and expense. Each account has a unique code (e.g. 1200 for Trade Debtors, 4000 for Sales) that determines its position in reports and the chart hierarchy.

Accounts support parent/child relationships for hierarchical reporting. A child account must share the same type as its parent. The list endpoint returns accounts as a tree by default, or as a flat list when flat=true is passed.

System accounts (seeded during organisation setup) cannot be modified except for the isActive flag. Control accounts (e.g. Trade Debtors, Trade Creditors, VAT Control) are flagged with isControlAccount and a controlType to support automated journal creation from invoices and payments.

Deletion follows a safe pattern: accounts with posted transaction lines are deactivated rather than removed. Accounts with child accounts cannot be deleted until the children are removed or reassigned.

→ The Accounts object

Endpoints

GET https://app.speybooks.com/api/v1/accounts/ List chart of accounts POST https://app.speybooks.com/api/v1/accounts/ Create an account GET https://app.speybooks.com/api/v1/accounts/types Get account types with counts GET https://app.speybooks.com/api/v1/accounts/{id} Get account details PUT https://app.speybooks.com/api/v1/accounts/{id} Update an account DELETE https://app.speybooks.com/api/v1/accounts/{id} Delete an account GET https://app.speybooks.com/api/v1/accounts/{id}/balance Get account balance