Update Ledger

This API is used to update the details of an existing ledger across various financial groups. It allows users to modify ledger attributes such as name, type, balance, and other financial information.

Request

The request must be sent as a POST request with the ledger ID and updated ledger details in the request body. The body should include relevant fields. Ensuring the correct ledger ID is passed is crucial for updating the intended record.

Response

Upon a successful update, the server responds with a confirmation message and the updated ledger details.

Request

Authorization

Add parameter in header

ApiKey

Example:

ApiKey: ********************

Path Params

integer

required

It represents the ID of the ledger you want to update.

Example:

Body Params application/json

name

string

required

This field specifies the name of the ledger such as "Customers", "Supplier", etc.

action

string

required

This field specifies the default group name for ledgers that are created.

group_id

string

required

The unique identifier of the ledger group under which this ledger will be created.

tax_type

integer

required

This field indicates the type of tax applied to the TCS ledger

calculated_on

integer

required

This field specifies the method used for calculations, such as Taxable Value as 1 and Invoice Value as 2

rounding_method

integer

required

Rounding methods are used to approximate numbers based on normal, downward & upward methods.

opening_balance_details

object

required

opening_balance

integer

optional

The amount of the opening balance for the ledger entry

opening_balance_dr_cr

integer

required

This specifies whether the opening balance is a debit or credit

individual_huf

number

optional

This field specifies the rate applicable to the TCS ledger.

for_other

number

optional

This field specifies the rate applicable to the TCS ledger.

pan_not_given

number

optional

This field specifies the rate applicable to the TCS ledger.

individual_bill_wise

number

optional

Specify the amount to be taken for each bill.

yearly_total

number

optional

This field would represent the total value forTCS ledger for the year.

Example

// {
//     "action": "Customers", // Customers
//     "name": "Customer ledger",
//     "group_id": 119,
//     "party_details": {
//         "gstin": "27ANUPC5555H1ZM",
//         "billing_address": {
//             "address_1": "billiing, Ward No. 38, P.C. No. 106A, RIS-Raipur",
//             "address_2": "test 1",
//             "country_id": "101",
//             "state_id": "4040",
//             "city_id": "133590",
//             "pin_code": "492001"
//         },
//         "same_as_billing_address": 0,
//         "shipping_address": {
//             // "shipping_gstin": "27ANUPC5555H1ZW",
//             // "shipping_name": "dk",
//             "address_1": "shipping, Ward No. 38, P.C. No. 106A, RIS-Raipur",
//             "address_2": "tes 2",
//             "country_id": "101",
//             "state_id": "4017",
//             "city_id": "57658",
//             "pin_code": "492001"
//         },
//         "contact_person_name": "Test",
//         "region_iso_1": "in",
//         "region_code_1": "91",
//         "contact_person_phone_1": "7878889877",
//         "region_iso_2": "in",
//         "region_code_2": "91",
//         "contact_person_phone_2": "7878889877",
//         "contact_person_email": "test@gmail.com",
//         "contact_person_website": ""
//     },
//     "tax_details": {
//         "pan": "AAOFJ9779K",
//         "type_of_entity": 3,
//         "gst_registration_type": 1,
//         "tan": "",
//         "cin_number": ""
//     },
//     "other_details": {
//         "credit_period": 1,
//         "credit_period_type": 1,
//         "allow_credit_limit": 1,
//         "credit_limit": 100,
//         "credit_limit_action": 1,
//         "broker": null,
//         "brokerage_percentage": null,
//         "brokerage_on_value": null,
//         "transporter": null
//         // "customer_upload_document"
//     },
//     "opening_balance_details": {
//         "opening_balance": 100,
//         "opening_balance_dr_cr": 2
//     }    
// }
// {
//     "action": "Supplier", // Supplier
//     "name": "supplier ledger",
//     "group_id": 120,
//     "party_details": {
//         "gstin": "27ANUPC5555H1ZM",
//         "billing_address": {
//             "address_1": "billiing, Ward No. 38, P.C. No. 106A, RIS-Raipur",
//             "address_2": "test 1",
//             "country_id": "101",
//             "state_id": "4040",
//             "city_id": "133590",
//             "pin_code": "492001"
//         },
//         "same_as_billing_address": 0,
//         "shipping_address": {
//             // "shipping_gstin": "27ANUPC5555H1ZW",
//             // "shipping_name": "dk",
//             "address_1": "shipping, Ward No. 38, P.C. No. 106A, RIS-Raipur",
//             "address_2": "tes 2",
//             "country_id": "101",
//             "state_id": "4017",
//             "city_id": "57658",
//             "pin_code": "492001"
//         },
//         "contact_person_name": "Test",
//         "region_iso_1": "in",
//         "region_code_1": "91",
//         "contact_person_phone_1": "7878889877",
//         "region_iso_2": "in",
//         "region_code_2": "91",
//         "contact_person_phone_2": "7878889877",
//         "contact_person_email": "test@gmail.com",
//         "contact_person_website": ""
//     },
//     "tax_details": {
//         "pan": "AAOFJ9779K",
//         "type_of_entity": 3,
//         "gst_registration_type": 1,
//         "cin_number": "",
//         "gst_return_status": "",
//         "is_tds_applicable": 0
//     },
//     "other_details": {
//         "credit_period": 1,
//         "credit_period_type": 1,
//         "broker": null,
//         "brokerage_percentage": null,
//         "brokerage_on_value": null,
//         "transporter": null,
//         "supplier_upload_document": null
//     },
//     "opening_balance_details": {
//         "opening_balance": 100,
//         "opening_balance_dr_cr": 2
//     }
// }
// {
//     "action": "Income", // Income
//     "name": "test income",
//     "group_id": "115",
//     "income_type": 2,
//     "is_gst_applicable": 1,
//     "gst_tax_id": 7,
//     "gst_cess_rate": 5,
//     "hsn_sac_code": "6616",
//     "description": "test",
//     "opening_balance_details":{
//         "opening_balance_dr_cr": 1,
//         "opening_balance": 100
//     }    
// }
// {
//     "action": "Expense", // Expense
//     "name": "test expense",
//     "group_id": "115",
//     "expense_type": 2,
//     "is_gst_applicable": 1,
//     "gst_tax_id": 7,
//     "gst_cess_rate": 5,
//     "hsn_sac_code": "6616",
//     "description": "test",
//     "opening_balance_details":{ 
//         "opening_balance_dr_cr": 1,
//         "opening_balance": 100
//     }    
// }
// {
//     "action": "Fixed Asset", // Fixed Asset
//     "name": "ABC 456 FAa",
//     "group_id": "101",
//     "location_of_asset_id": 24,
//     "opening_balance_details":{
//         "opening_balance_dr_cr": 1,
//         "opening_balance": 100
//     }
// }
// {
//     "action": "Loan and Advance (Asset)", // Loan and Advance (Asset)
//     "name": "ABC.e",
//     "group_id": "102",
//     "address": {
//         "address_1": "billiing, Ward No. 38, P.C. No. 106A, RIS-Raipur",
//         "address_2": "test",
//         "country_id": "101",
//         "state_id": "4040",
//         "city_id": "133590",
//         "pin_code": "492001"
//     },
//     "contact_details": {
//         "contact_person_name": "test",
//         "contact_person_email": "test@gmail.com",
//         "region_iso_1": "in",
//         "region_code_1": 91,
//         "contact_person_phone_1": "",
//         "region_iso_2": "in",
//         "region_code_2": 91,
//         "contact_person_phone_2": "",
//         "contact_person_website": ""
//     },
//     "tax_details": {
//         "pan": "AAOFJ9779K",
//         "type_of_entity": "5"
//     },
//     "opening_balance_details":{
//         "opening_balance_dr_cr": 1,
//         "opening_balance": 100
//     }
// }
// {
//     "action": "Investment", // Investment
//     "name": "test investment",
//     "group_id": "103",    
//     "opening_balance_details":{
//         "opening_balance_dr_cr": 1,
//         "opening_balance": 100
//     }
// }
// {
//     "action": "Taxes - TCS", // Taxes - TCS
//     "name": "TCS R11",
//     "group_id": "113",
//     "tax_type": 1,
//     "individual_huf": null,
//     "for_other": null,
//     "pan_not_given": null,
//     "calculated_on": 1,
//     "individual_bill_wise": null,
//     "yearly_total": null,
//     "rounding_method": 1,
//     "opening_balance_details": {
//         "opening_balance": 200,
//         "opening_balance_dr_cr": 2
//     }
// }
// {
//     "action": "Taxes - GST", // Taxes - GST
//     "name": "Jitsadsdu Patel",
//     "group_id": "4013",
//     "tax_type": "1",
//     "rounding_method": "2",
//     "opening_balance_details": {
//         "opening_balance": 100000,
//         "opening_balance_dr_cr": 1
//     }
// }
{
    "action": "Taxes - TDS", // Taxes - TDS
    "name": "Jitu",
    "group_id": "4014",
    "tax_type": "1",
    "individual_huf": "10",
    "for_other": "10",
    "pan_not_given": "20",
    "individual_bill_wise": "0",
    "yearly_total": "5000",
    "rounding_method": "1",
    "opening_balance_details": {
        "opening_balance": 10000,
        "opening_balance_dr_cr": 1
    }
}
// {
//     "action": "Bank", // Bank
//     "name": "hemanshi",
//     "group_id": "106",
//     "account_number": "26690100033215",
//     "account_type": "1",
//     "ifsc_code": "BARB0DUMSUR",
//     "bank_name": "Bank of Baroda",
//     "bank_branch": "DUMBHAL BRANCH",
//     "upi_id": "dfdf",
//     "swift_code": "12345",
//     "opening_balance_details": {
//         "opening_balance": 50000,
//         "opening_balance_dr_cr": 1
//     }
// }
// {
//     "action": "Capital", // Capital
//     "name": "capital ledger",
//     "group_id": "107",    
//     "name_of_proprietor": "ABCD",
//     "holding_ratio": "10",
//     "profit_loss_sharing_ratio": null,
//     "pan_number": "AAWCA9539R",
//     "aadhar_number": "654645645654",
//     "address": {
//         "address_1": "OFFICE NO-602, 6TH FLOOR, Empire State Building",
//         "address_2": "RING ROAD",
//         "country_id": "101",
//         "state_id": "4027",
//         "city_id": "57679",
//         "pin_code": "395002"
//     },
//     "opening_balance_details": {
//         "opening_balance": 2000,
//         "opening_balance_dr_cr": 1
//     }
// }
// {
//     "action": "Cash", // Cash
//     "name": "cash ledger",
//     "group_id": "105",
//     "opening_balance_details": {
//         "opening_balance": 2000,
//         "opening_balance_dr_cr": 1
//     }
// }
// {
//     "action": "Misc Assets", // Misc Assets /Other Current Assets /Other Current Liabilities /Provisions /Reserve and Surplus /Stock in hand
//     "name": "Misc Assets ledger",
//     "group_id": "104",
//     "opening_balance_details": {
//         "opening_balance": 2000,
//         "opening_balance_dr_cr": 1
//     }
// }
// {
//     "action": "Secured Loan", // Secured Loan
//     "name": "Jitudsfdf Prajapati",
//     "group_id": "109",
//     "secured_loan_type": "1",
//     "loan_account_number": "12345678",
//     "name_of_financier": "sdsdsd",
//     "rate_of_annum": "10",
//     "opening_balance_details": {
//         "opening_balance": 100000,
//         "opening_balance_dr_cr": 2
//     }
// }
// {
//     "action": "Unsecured Loan", // Unsecured Loan
//     "name": "Jitu ghgh",
//     "group_id": "4012",
//     "unsecured_loan_type": "5",
//     "loan_account_number": "12345678",
//     "name_of_financier": "dfdfdf",
//     "rate_of_annum": "10",
//     "pan": null,
//     "opening_balance_details": {
//         "opening_balance": 10000,
//         "opening_balance_dr_cr": 1
//     }
// }

Request samples

Shell

JavaScript

Java

Swift

PHP

Python

HTTP

Objective-C

Ruby

OCaml

Dart

curl --location --request POST 'https://app.hisabkitab.co/third-party/ledgers/1' \
--header 'Content-Type: application/json' \
--header 'ApiKey;' \
--data-raw '// {
//     "action": "Customers", // Customers
//     "name": "Customer ledger",
//     "group_id": 119,
//     "party_details": {
//         "gstin": "27ANUPC5555H1ZM",
//         "billing_address": {
//             "address_1": "billiing, Ward No. 38, P.C. No. 106A, RIS-Raipur",
//             "address_2": "test 1",
//             "country_id": "101",
//             "state_id": "4040",
//             "city_id": "133590",
//             "pin_code": "492001"
//         },
//         "same_as_billing_address": 0,
//         "shipping_address": {
//             // "shipping_gstin": "27ANUPC5555H1ZW",
//             // "shipping_name": "dk",
//             "address_1": "shipping, Ward No. 38, P.C. No. 106A, RIS-Raipur",
//             "address_2": "tes 2",
//             "country_id": "101",
//             "state_id": "4017",
//             "city_id": "57658",
//             "pin_code": "492001"
//         },
//         "contact_person_name": "Test",
//         "region_iso_1": "in",
//         "region_code_1": "91",
//         "contact_person_phone_1": "7878889877",
//         "region_iso_2": "in",
//         "region_code_2": "91",
//         "contact_person_phone_2": "7878889877",
//         "contact_person_email": "test@gmail.com",
//         "contact_person_website": ""
//     },
//     "tax_details": {
//         "pan": "AAOFJ9779K",
//         "type_of_entity": 3,
//         "gst_registration_type": 1,
//         "tan": "",
//         "cin_number": ""
//     },
//     "other_details": {
//         "credit_period": 1,
//         "credit_period_type": 1,
//         "allow_credit_limit": 1,
//         "credit_limit": 100,
//         "credit_limit_action": 1,
//         "broker": null,
//         "brokerage_percentage": null,
//         "brokerage_on_value": null,
//         "transporter": null
//         // "customer_upload_document"
//     },
//     "opening_balance_details": {
//         "opening_balance": 100,
//         "opening_balance_dr_cr": 2
//     }    
// }
// {
//     "action": "Supplier", // Supplier
//     "name": "supplier ledger",
//     "group_id": 120,
//     "party_details": {
//         "gstin": "27ANUPC5555H1ZM",
//         "billing_address": {
//             "address_1": "billiing, Ward No. 38, P.C. No. 106A, RIS-Raipur",
//             "address_2": "test 1",
//             "country_id": "101",
//             "state_id": "4040",
//             "city_id": "133590",
//             "pin_code": "492001"
//         },
//         "same_as_billing_address": 0,
//         "shipping_address": {
//             // "shipping_gstin": "27ANUPC5555H1ZW",
//             // "shipping_name": "dk",
//             "address_1": "shipping, Ward No. 38, P.C. No. 106A, RIS-Raipur",
//             "address_2": "tes 2",
//             "country_id": "101",
//             "state_id": "4017",
//             "city_id": "57658",
//             "pin_code": "492001"
//         },
//         "contact_person_name": "Test",
//         "region_iso_1": "in",
//         "region_code_1": "91",
//         "contact_person_phone_1": "7878889877",
//         "region_iso_2": "in",
//         "region_code_2": "91",
//         "contact_person_phone_2": "7878889877",
//         "contact_person_email": "test@gmail.com",
//         "contact_person_website": ""
//     },
//     "tax_details": {
//         "pan": "AAOFJ9779K",
//         "type_of_entity": 3,
//         "gst_registration_type": 1,
//         "cin_number": "",
//         "gst_return_status": "",
//         "is_tds_applicable": 0
//     },
//     "other_details": {
//         "credit_period": 1,
//         "credit_period_type": 1,
//         "broker": null,
//         "brokerage_percentage": null,
//         "brokerage_on_value": null,
//         "transporter": null,
//         "supplier_upload_document": null
//     },
//     "opening_balance_details": {
//         "opening_balance": 100,
//         "opening_balance_dr_cr": 2
//     }
// }
// {
//     "action": "Income", // Income
//     "name": "test income",
//     "group_id": "115",
//     "income_type": 2,
//     "is_gst_applicable": 1,
//     "gst_tax_id": 7,
//     "gst_cess_rate": 5,
//     "hsn_sac_code": "6616",
//     "description": "test",
//     "opening_balance_details":{
//         "opening_balance_dr_cr": 1,
//         "opening_balance": 100
//     }    
// }
// {
//     "action": "Expense", // Expense
//     "name": "test expense",
//     "group_id": "115",
//     "expense_type": 2,
//     "is_gst_applicable": 1,
//     "gst_tax_id": 7,
//     "gst_cess_rate": 5,
//     "hsn_sac_code": "6616",
//     "description": "test",
//     "opening_balance_details":{ 
//         "opening_balance_dr_cr": 1,
//         "opening_balance": 100
//     }    
// }
// {
//     "action": "Fixed Asset", // Fixed Asset
//     "name": "ABC 456 FAa",
//     "group_id": "101",
//     "location_of_asset_id": 24,
//     "opening_balance_details":{
//         "opening_balance_dr_cr": 1,
//         "opening_balance": 100
//     }
// }
// {
//     "action": "Loan and Advance (Asset)", // Loan and Advance (Asset)
//     "name": "ABC.e",
//     "group_id": "102",
//     "address": {
//         "address_1": "billiing, Ward No. 38, P.C. No. 106A, RIS-Raipur",
//         "address_2": "test",
//         "country_id": "101",
//         "state_id": "4040",
//         "city_id": "133590",
//         "pin_code": "492001"
//     },
//     "contact_details": {
//         "contact_person_name": "test",
//         "contact_person_email": "test@gmail.com",
//         "region_iso_1": "in",
//         "region_code_1": 91,
//         "contact_person_phone_1": "",
//         "region_iso_2": "in",
//         "region_code_2": 91,
//         "contact_person_phone_2": "",
//         "contact_person_website": ""
//     },
//     "tax_details": {
//         "pan": "AAOFJ9779K",
//         "type_of_entity": "5"
//     },
//     "opening_balance_details":{
//         "opening_balance_dr_cr": 1,
//         "opening_balance": 100
//     }
// }
// {
//     "action": "Investment", // Investment
//     "name": "test investment",
//     "group_id": "103",    
//     "opening_balance_details":{
//         "opening_balance_dr_cr": 1,
//         "opening_balance": 100
//     }
// }
// {
//     "action": "Taxes - TCS", // Taxes - TCS
//     "name": "TCS R11",
//     "group_id": "113",
//     "tax_type": 1,
//     "individual_huf": null,
//     "for_other": null,
//     "pan_not_given": null,
//     "calculated_on": 1,
//     "individual_bill_wise": null,
//     "yearly_total": null,
//     "rounding_method": 1,
//     "opening_balance_details": {
//         "opening_balance": 200,
//         "opening_balance_dr_cr": 2
//     }
// }
// {
//     "action": "Taxes - GST", // Taxes - GST
//     "name": "Jitsadsdu Patel",
//     "group_id": "4013",
//     "tax_type": "1",
//     "rounding_method": "2",
//     "opening_balance_details": {
//         "opening_balance": 100000,
//         "opening_balance_dr_cr": 1
//     }
// }
{
    "action": "Taxes - TDS", // Taxes - TDS
    "name": "Jitu",
    "group_id": "4014",
    "tax_type": "1",
    "individual_huf": "10",
    "for_other": "10",
    "pan_not_given": "20",
    "individual_bill_wise": "0",
    "yearly_total": "5000",
    "rounding_method": "1",
    "opening_balance_details": {
        "opening_balance": 10000,
        "opening_balance_dr_cr": 1
    }
}
// {
//     "action": "Bank", // Bank
//     "name": "hemanshi",
//     "group_id": "106",
//     "account_number": "26690100033215",
//     "account_type": "1",
//     "ifsc_code": "BARB0DUMSUR",
//     "bank_name": "Bank of Baroda",
//     "bank_branch": "DUMBHAL BRANCH",
//     "upi_id": "dfdf",
//     "swift_code": "12345",
//     "opening_balance_details": {
//         "opening_balance": 50000,
//         "opening_balance_dr_cr": 1
//     }
// }
// {
//     "action": "Capital", // Capital
//     "name": "capital ledger",
//     "group_id": "107",    
//     "name_of_proprietor": "ABCD",
//     "holding_ratio": "10",
//     "profit_loss_sharing_ratio": null,
//     "pan_number": "AAWCA9539R",
//     "aadhar_number": "654645645654",
//     "address": {
//         "address_1": "OFFICE NO-602, 6TH FLOOR, Empire State Building",
//         "address_2": "RING ROAD",
//         "country_id": "101",
//         "state_id": "4027",
//         "city_id": "57679",
//         "pin_code": "395002"
//     },
//     "opening_balance_details": {
//         "opening_balance": 2000,
//         "opening_balance_dr_cr": 1
//     }
// }
// {
//     "action": "Cash", // Cash
//     "name": "cash ledger",
//     "group_id": "105",
//     "opening_balance_details": {
//         "opening_balance": 2000,
//         "opening_balance_dr_cr": 1
//     }
// }
// {
//     "action": "Misc Assets", // Misc Assets /Other Current Assets /Other Current Liabilities /Provisions /Reserve and Surplus /Stock in hand
//     "name": "Misc Assets ledger",
//     "group_id": "104",
//     "opening_balance_details": {
//         "opening_balance": 2000,
//         "opening_balance_dr_cr": 1
//     }
// }
// {
//     "action": "Secured Loan", // Secured Loan
//     "name": "Jitudsfdf Prajapati",
//     "group_id": "109",
//     "secured_loan_type": "1",
//     "loan_account_number": "12345678",
//     "name_of_financier": "sdsdsd",
//     "rate_of_annum": "10",
//     "opening_balance_details": {
//         "opening_balance": 100000,
//         "opening_balance_dr_cr": 2
//     }
// }
// {
//     "action": "Unsecured Loan", // Unsecured Loan
//     "name": "Jitu ghgh",
//     "group_id": "4012",
//     "unsecured_loan_type": "5",
//     "loan_account_number": "12345678",
//     "name_of_financier": "dfdfdf",
//     "rate_of_annum": "10",
//     "pan": null,
//     "opening_balance_details": {
//         "opening_balance": 10000,
//         "opening_balance_dr_cr": 1
//     }
// }'

Responses

🟢200Create Ledger

application/json

Body

data

object

required

integer

required

A unique identifier for the ledger.

name

string

required

This field specifies the name of the ledger.

company_id

integer

required

The unique identifier of the company associated with this ledger.

group_id

integer

required

The unique identifier of the ledger group under which this ledger will be created.

group_name

string

required

The name of the group to which this ledger belongs

ledgers_data

object

required

opening_balance

number

required

The opening balance for the ledger before any transactions occur.

opening_balance_dr_cr

integer

required

Indicates whether the opening balance is classified as debit or credit.

created_at

string

required

The date and time indicate when the ledger entry was created.

updated_at

string

required

The date and time indicating the last modification of the ledger entry.

success

boolean

required

message

string

required

Example

{
    "data": {
        "id": 3,
        "name": "TCS R",
        "company_id": 6,
        "group_id": 5,
        "group_name": "Taxes - TCS",
        "ledgers_data": {
            "TaxesTcs": {
                "tax_type": 1,
                "for_other": "1",
                "yearly_total": "10000",
                "pan_not_given": "0",
                "individual_huf": "1",
                "opening_balance": null,
                "rounding_method": 1,
                "individual_bill_wise": "0",
                "opening_balance_dr_cr": null
            }
        },
        "opening_balance": null,
        "opening_balance_dr_cr": null,
        "created_at": "2025-01-27T09:19:11.000000Z",
        "updated_at": "2025-01-28T10:07:13.000000Z"
    },
    "success": true,
    "message": "Taxes - TCS Updated Successfully."
}

Request#

Response#

Request

Request samples

Responses

Request

Response