Get the customer Transactions timeline
Returns one server-paged view over imported book rows and, for mirror service, authority-covered financial-account movements outside the current footed import. This is an orientation view, not a general-ledger API: movements do not enter GL, VAT, Home metrics, Analytics, close, or filing figures. Use /sheet?tab=books or MCP get_books for canonical accounting rows. version=2 is required; the v1 presentation is deleted.
Authorizations
Portal API key minted in portal Settings → API access. Scope read or write; pinned to one company. Send as Authorization: Bearer lac_sk_....
Query Parameters
Period selector: YYYY-MM, YYYY-Qn, YYYY, all, this_month, or last_6_months.
Target company. Optional — API keys are pinned to one company, and single-company sessions default to it.
Contract version. Must be 2.
2 One view per request. timeline interleaves newer movements above imported books for mirror service; financial_activity is mirror only.
timeline, books, financial_activity Issue-class slice of the books rows, applied before paging.
all, needs_context, missing_receipt, reviewing, awaiting_payment, done Rows per page. Defaults to 50. Maximum 200.
1 <= x <= 200Row offset for pagination.
x >= 0Books-view row ordering. The timeline and financial views are served newest-first only.
newest, oldest, amount, category Canonical dimension axis ID. Must be paired with dimension_value_id.
Canonical value ID, or __unallocated__. Must be paired with dimension_axis_id.
Response
One activity view page with server-owned counts and paging.
One version=2 activity view page. rows carry kind: book_entry (decorated book rows) or kind: financial_movement (signed raw movements outside the imported-books boundary).
2 timeline, books, financial_activity Opaque page-coherence token; clients reset to page zero when it changes.
Provider-neutral authority, book-boundary, source, account, and freshness facts.
Per-view authority counts. Absent on filtered pages.
Present when the imported-books boundary is not available yet.