name
, subscription_tier
, entries_start
, coa_template_id
, and parent_id
(if applicable, see Multi-entity organizations).
parent_id
.
The parent_id
can be provided when creating the instance, or updated later with the Update Instance endpoint.
Subsidiary relationships are currently restricted to one level. This means a subsidiary cannot have its own subsidiaries. Additionally, a subsidiary can have only one parent.
tier0
subscription and can be upgraded to higher tiers using the Update Subscription endpoint.
Name | Level | Features |
---|---|---|
Inactive | tier0 | — |
Basic | tier1 | Basic reports, line entry categories |
Advanced | tier2 | Balance sheet |
Premium | tier3 | Filter reports using tags |
Professional services | tier4 | Full service accounting |
Consolidations | tier5 | Consolidated reports for multi-entity organizations |
entries_start
parameter is the start date from which the API will sync an Instance’s accounting data. Transactions or journal entries cannot be entered before the start date, but you will be able to read reports.
You will generally set a start date that is the beginning of the financial year that your Instances will begin tracking their books on your Platform, or the start date of their business, whichever is sooner.
coa_template_id
parameter) is required for all new Instances to generate their ledgers. You can view and manage your templates in the Developer Portal or using the Chart of Account Template endpoints.
subscription_tier
to tier0
using the Update Subscription endpoint.
Note downgrading an Instance will not deactivate any Plaid or Unit links the Instance may have. Deactivate those separately using the Delete Ledger Transaction Source endpoint to ensure you are not charged for active connections on an inactive account.