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Organisation

The organisation module is essential for establishing the foundational data required for financial operations and reporting within the Reeve platform. It includes for example the configuration of the organisation, such as the name, address, and other relevant details. This module is mostly just a data holder and does not contain any relevant business logic. Each data object has its own CRUD API, which can be used to create, read, update, and delete the data objects.

The objects in this module are:

  • Account Event: Represents a change or activity affecting an account, such as a creation, update, or transaction posting. Used to track the history and state of financial accounts.
  • Chart of Account: A structured list of all accounts used by an organization to record financial transactions. It defines how financial data is categorized and reported.
  • Cost Center: A unit within an organization where costs are tracked separately for budgeting and reporting. Often used to monitor expenses by department, team, or activity.
  • Currency: Represents the monetary unit used in transactions (e.g., USD, EUR). Supports multi-currency operations and ensures correct conversion and formatting.
  • Organisation: The entity or business unit using the application. It may include metadata such as name, address, fiscal settings, and financial configurations.
  • Project: A time-bound or goal-specific financial unit used to track income and expenses related to particular initiatives or activities.
  • Reference Codes: Custom or predefined codes used to categorize and enrich financial data. These support flexible filtering, tagging, or integration with external systems.
  • Report Types: Templates or configurations that define how financial data is aggregated and presented, such as balance sheets, profit & loss, or custom reports.
  • VAT Codes: Define rules and rates for Value-Added Tax (VAT) applicable to transactions. Used to calculate tax amounts and ensure regulatory compliance.

Each of these objects can be populated through csv upload to enable quicker and easier setup of the Reeve platform. The templates can be found here: CSV Importer .

An example Curl request to upload a csv file to chart of account:

curl --location 'localhost:9000/api/organisation/[ORGANISATION]/chart-of-accounts' \
--header 'Authorization: Bearer [BEARER TOKEN]' \
--form 'file=@"[PATH TO FILE]"'
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