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Pennylane

Interact with Pennylane accounting API

Export → Create Analytical GL

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Summary

Create an analytical general ledger export for a specified date range from Pennylane's accounting API.

Inputs

  • Start Date (required) — The start date for the export in date-time format.
  • End Date (required) — The end date for the export in date-time format.
  • Additional Fields — Optional parameters including a comma-separated list of journal IDs to include and the export format (CSV or Excel).
  • Request Options — Advanced settings such as batching (throttling requests), SSL certificate validation bypass, proxy configuration, and request timeout in milliseconds.

Output shape

a single analytical general ledger export file in the specified format (CSV or Excel).

The export corresponds to the specified date range and optional filters. Pagination or batching may be governed by request options but the output is typically one export file per execution.

Examples

Example 1: Export analytical GL for Q1 2024 in CSV format including specific journals.

Start Date set to 2024-01-01, End Date set to 2024-03-31, Additional Fields with Journal IDs '123,456' and Format 'csv'.

Discussion