Accessing Trial Balance data from a Manager Extension

Uncategorized
1

Hi,

I’m developing a Manager Extension that runs inside an iframe and communicates with Manager using the Extension API (postMessage → api-request / api-response).

My goal is to read the actual Trial Balance rows (accounts, debit, credit, balances), not just the report definition.

What I have confirmed

  • GET /api4/reports works.
  • GET /api4/trial-balance-batch returns the list of saved Trial Balance reports.
  • GET /api4/trial-balance?Key=<uuid> returns the report definition (title, periods, settings, etc.), but does not return the report data.

What I observed in the browser

When opening a Trial Balance report from the UI, Manager performs something like:

/trial-balance-view?...    -> HTML
/api4/view?...             -> JSON
/api4/view-v1?...          -> JSON (rendered view)

The query parameter is a long encoded token, for example:

/trial-balance-view?ogYTMS1BRUQgR2xvcnkgRGlhbW9uZ...

This token does not appear to be the report UUID or Key.

The problem

I can retrieve the report definition through /api4/trial-balance, but I cannot find a documented way to retrieve the actual Trial Balance data.

Trying to reuse the q value from /api4/trial-balance with /api4/view-v1 results in HTTP 400, so those endpoints are clearly expecting a different token.

My question

Is there an official API endpoint that returns the Trial Balance data (rows and balances) for a saved report?

Or is the only supported way to obtain those rows through the internal View pipeline (trial-balance-view → api4/view → api4/view-v1)?

If it is the latter, is there a supported way for an Extension to obtain or generate the required q token?

Any guidance would be greatly appreciated.

2

Hello @maldroubi,

There is an endpoint for api2/trial-balance-transactions which retrieves a list of such.

I don’t know if there’s an equivalent endpoint on api3 or api4 because they aren’t documented.