Finance settings

INFO

Every response arrives in the shared envelope — code, message, messages, status_code, time — with the payload in data. The tables below describe what is inside data.

GET /finance-settings/get

Get the tenant's finance settings (created with defaults on first access).

Request body

No request body.

Response

Field	Type	Description
_id	string
account_id	string
apply_in_main	boolean
service_cost_type	string	One of: fixed, priced
multi_currency	boolean
expense_approval_enabled	boolean
expense_approval_limit	number
discount_below_min_price_policy	string	One of: strict, warning, override
expense_approval_currency	object
expense_approval_currency._id	string
expense_approval_currency.name	string
expense_approval_currency.symbol	string
expense_approval_currency.value	number

{
  "code": 0,
  "message": "Success",
  "status_code": 200,
  "data": {
    "_id": "string",
    "account_id": "string",
    "apply_in_main": false,
    "service_cost_type": "fixed",
    "multi_currency": false,
    "expense_approval_enabled": false,
    "expense_approval_limit": 0,
    "discount_below_min_price_policy": "strict",
    "expense_approval_currency": {
      "_id": "string",
      "name": "string",
      "symbol": "string",
      "value": 0
    }
  },
  "time": "2025-05-01T12:00:00Z"
}

PUT /finance-settings/set

Update the tenant's finance settings (partial patch). Setting expense_approval_currency_id denormalizes the currency; multi_currency cannot be disabled while more than one currency exists.

Request body

Field	Type	Required	Description
apply_in_main	boolean	No	Apply finance rules in the main organization
service_cost_type	string	No	Service cost calculation type. One of: fixed, priced
multi_currency	boolean	No	Enable multi-currency. Cannot be turned off while more than one currency exists.
expense_approval_enabled	boolean	No	Require owner approval for expenses above the limit
expense_approval_limit	number	No	Approval threshold amount (in the approval currency)
expense_approval_currency_id	string	No	Currency ObjectId the approval limit is denominated in
discount_below_min_price_policy	string	No	Policy when a sale discount drops below the product minimum price. One of: strict, warning, override

{
  "apply_in_main": false,
  "service_cost_type": "fixed",
  "multi_currency": false,
  "expense_approval_enabled": false,
  "expense_approval_limit": 0,
  "expense_approval_currency_id": "string",
  "discount_below_min_price_policy": "strict"
}

Response

Same response shape as GET /finance-settings/get.

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This page is generated from the OpenAPI spec.