Budget endpoint

[nmfoss]

Hi!

We have been trying to get the budget for each account for each month from the

"https://integration.visma.net/API/controller/api/v1/budget"

endpoint. This returns the amount summed up for the total year and divided by 12  for each month and account, repeating the value throughout the year. We have seen from the users side that they can generate reports which actually have the monthly budget, but we have not yet figured out which endpoint to use.

Any idea on how to get monthly budget per account from the API?

Best regards

[Yıldırım]

Hello, do you know if those users are using default reports from the Visma.net ERP UI ? If so, could you check what is the screen ID of the module / report ? 

[nmfoss]

As I understood from the last meeting with the users they were using default reports. The one that had the monthly budget per account had a name like "Resultatrapport pr.kont. m/bud. pr.mnd og hittils". While hovering over the report from the selection menu it had a number which could be the "report module" (?): RM00004.

[Yıldırım]

Could you ask your customer to clarify ?

"ScreenID"

and please inform them to share how they navigate to the report in the company.

e.g. Menu > General Ledger > Account > etc.

Thanks.

[nmfoss]

Hi again, any feedback on this?

[nmfoss]

The URL of the screen id is: https://finance.visma.net/0936001004/Main?ScreenId=RM000004. They reached this report by following the navigation steps that you exemplified.