Lookups

Small, bounded reference lists — branches, bank accounts, cost centers, currencies, exchange rates. No pagination; full lists come back in one call.

Branches

Query: active_only (default true).

{
  "branch_id":  "br_hq",
  "code":       "HQ",
  "name":       "Head Office",
  "gstin":      "27AAAPG7885R1ZP",
  "state":      "IN-MH",
  "city":       "Mumbai",
  "is_default": true,
  "invoice_prefix": "INV-",
  "bill_prefix": "BILL-"
}

Bank accounts

Query: active_only (default true), include_cash (default true — pass false for bank only).

Returned accounts are valid values for paid_through_account_id on payments and expenses.

Cost centers

Returns the active TagOption rows under the org's COST_CENTER tag. Pass any of these cost_center_id values in transaction tags[] to tag a document for cost-center reporting.

Currencies & exchange rates

Exchange rates query params: from_currency, to_currency, limit (max 1000, default 200). Newest-first by rate_date.

{
  "exchange_rate_id": "rate_abc",
  "from_currency":    "USD",
  "to_currency":      "INR",
  "rate":             83.42,
  "rate_date":        "2026-05-12",
  "source":           "RBI"
}