Assets and journals

Fixed assets, manual journal corrections, landlord properties, and payroll profiles linked to users.

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Relationship diagram

flowchart TB
  CapitalAsset[Capital_asset]
  CapitalAssetType[Capital_asset_type]
  DepreciationProfile[Depreciation_profile]
  JournalSet[Journal_set]
  JournalEntry[Journal_entry]
  Category[Category]
  User[User]
  Contact[Contact]
  StockItem[Stock_item]
  Property[Property]
  BankAccount[Bank_account]
  Expense[Expense]
  BankExplanation[Bank_transaction_explanation]
  PayrollProfile[Payroll_profile]
  CapitalAsset -.->|asset_type| CapitalAssetType
  CapitalAsset -.->|depreciation_profile| DepreciationProfile
  CapitalAsset -.->|history link| Expense
  CapitalAsset -.->|history link| BankExplanation
  JournalSet -->|journal_entries| JournalEntry
  JournalEntry -->|category| Category
  JournalEntry -.->|user| User
  JournalEntry -.->|contact| Contact
  JournalEntry -.->|stock_item| StockItem
  JournalEntry -.->|property| Property
  JournalEntry -.->|bank_account| BankAccount
  JournalEntry -.->|capital_asset_type| CapitalAssetType
  User -.->|current_payroll_profile| PayrollProfile
  Expense -.->|capital_asset| CapitalAsset
  BankExplanation -.->|capital_asset| CapitalAsset
  BankExplanation -.->|disposed_asset| CapitalAsset
  BankExplanation -.->|property| Property

Capital asset history events may link to an expense, bill, or bank transaction explanation via a link URI on each history entry.

Resource catalogue

Resource Official docs SDK
Capital assets Capital assets Not yet
Capital asset types Capital asset types Not yet
Depreciation profiles Depreciation profiles Not yet
Journal sets Journal sets Not yet
Properties Properties Not yet
Payroll Payroll Not yet
Payroll profiles Payroll profiles Not yet
CIS bands CIS bands Not yet
CIS settings CIS settings Not yet

Key URI fields

Capital asset

Mostly self-contained. History entries (include_history=true) expose a link URI to the purchase or disposal source (expense, bill, or bank explanation).

Created indirectly via expenses or bank explanations with capital categories - not typically a standalone POST on the capital assets endpoint.

Journal set / journal entry

Field Target When required
category Category Yes
user User User categories
contact Contact Opening balance trade debtors/creditors
stock_item Stock item Stock categories
property Property Landlord P&L categories
capital_asset_type Capital asset type Categories 601–607
bank_account Bank account Historical only

Opening balances journal set also embeds bank_accounts and stock_items arrays with opening values.

Property

Only for companies of type UkUnincorporatedLandlord. Referenced optionally on invoices, expenses, bank explanations, and journal entries in that context.

User payroll profile

current_payroll_profile on user GET is a nested object when payroll is configured - see Users and Payroll profiles.

From cluster Uses assets/journals
Purchases Expense capital_asset
Banking Explanation capital_asset, disposed_asset, property
Sales Invoice property (landlord)
Foundations Contact CIS fields reference CIS bands by name

SDK sequencing note

Journal sets and capital assets sit in layer 6 of the hub sequencing table. They depend heavily on Categories and benefit from Users, Contacts, and banking/expense flows for realistic probes.


Copyright © Mark Heydon. Distributed under the MIT licence.

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