The Categories API lets you manage your chart of accounts — the categories and subcategories used to classify spend. This document describes the category and subcategory objects and the available endpoints.
| Property | Type | Description |
|---|---|---|
| _id | string | Unique identifier for the category |
| groupid | string | Identifier of the group the category belongs to |
| name | string | Name of the category |
| description | string | Description of the category |
| status | string | Current status (e.g., "ACTIVE", "ARCHIVED") |
| subcategories | array of objects | Subcategories under this category |
| createdAt | string (ISO 8601 date-time) | When the category was created |
| updatedAt | string (ISO 8601 date-time) | When the category was last updated |
| __v | number | Version number (internal use) |
| Property | Type | Description |
|---|---|---|
| _id | string | Unique identifier for the subcategory |
| group_id | string | Identifier of the group |
| category | string | Parent category identifier |
| code | string | Accounting code for the subcategory |
| name | string | Name of the subcategory |
| description | string | Description of the subcategory |
| status | string | Current status (e.g., "ACTIVE", "ARCHIVED") |
| teams | array of strings | Teams the subcategory applies to |
| mapping_id | string | External mapping identifier |
| createdAt | string (ISO 8601 date-time) | When the subcategory was created |
| updatedAt | string (ISO 8601 date-time) | When the subcategory was last updated |
| __v | number | Version number (internal use) |
The following endpoints are available for managing your chart of accounts. See the full reference: Categories / Chart of Accounts API.
Retrieves all categories (with their subcategories) for the business.
GET /v1/categoriesPOST /v1/categories{
"name": "Transport",
"description": "Travel and transport spend",
"status": "ACTIVE"
}PATCH /v1/categories/{categoryId}DELETE /v1/categories/{categoryId}POST /v1/categories/{categoryId}/subcategoriesPATCH /v1/categories/{categoryId}/subcategories/{subcategoryId}DELETE /v1/categories/{categoryId}/subcategories/{subcategoryId}All requests require your API key in the x-api-key header — see Authentication.