Retrieve Enhanced Profit and Loss Reports
This method is used to extract the customer's Enhanced Profit and Loss reports in order to determine their creditworthiness. The call is made through the GET /data/companies{companyId}/connections/{connectionId}/assess/enhancedProfitandLoss Codat endpoint.
Before calling this method, make sure that the Check Status Data result contains the following parameter response: "dataType": "profitAndLoss" with "currentStatus": "Complete".
Response Example
Copy
{
"reports": [
{
"fromDate": "2022-02-01T00:00:00",
"toDate": "2022-02-28T00:00:00",
"income": {
"accountId": "",
"name": "Income",
"value": 36576.33,
"items": [
{
"accountId": "72df89d2-512b-4455-af51-a6b563733842",
"name": "Sales",
"value": 36576.33,
"items": []
}
]
},
"costOfSales": {
"accountId": "",
"name": "Cost of Sales",
"value": 973.97,
"items": [
{
"accountId": "7403e960-5b72-42ff-abf4-c870ad8910bd",
"name": "Purchases",
"value": 973.97,
"items": []
}
]
},
"grossProfit": 35602.36,
"expenses": {
"accountId": "",
"name": "Expenses",
"value": 6955.59,
"items": [
{
"accountId": "868591ad-f9c2-4956-a5ec-c32c1d48c6f3",
"name": "Advertising & Marketing",
"value": 269.05,
"items": []
},
{
"accountId": "940c8a59-3348-4a0b-a1b1-781d9f29cc8b",
"name": "Depreciation Expense",
"value": 70.97,
"items": []
},
{
"accountId": "e7ac3baa-cfbe-40c1-a172-83d22e84435b",
"name": "Entertainment-100% business",
"value": 18.06,
"items": []
},
{
"accountId": "b5e801e8-8dbc-4390-ac99-3b0fff54a89f",
"name": "General Expenses",
"value": 198.6,
"items": []
},
{
"accountId": "5360066d-1474-49f6-a7a5-c66d5f6032ba",
"name": "Light, Power, Heating",
"value": 134.09,
"items": []
},
{
"accountId": "138a8eb3-5c08-4e59-a3bc-892119694447",
"name": "Motor Vehicle Expenses",
"value": 431.74,
"items": []
},
{
"accountId": "1734ff00-2a17-45b4-8db6-2dc2e832c460",
"name": "Postage, Freight & Courier",
"value": 132.89,
"items": []
},
{
"accountId": "7aa7988a-ff61-4cb8-bef3-15395355d108",
"name": "Printing & Stationery",
"value": 85.13,
"items": []
},
{
"accountId": "9cbe5fe4-ca60-4792-8bf1-de01fb7010aa",
"name": "Rent",
"value": 600,
"items": []
},
{
"accountId": "04f7111b-55d4-4efc-b329-1bd5c791933a",
"name": "Repairs & Maintenance",
"value": 47.73,
"items": []
},
{
"accountId": "7d8d0322-f452-47de-a8e8-54b0130e6f38",
"name": "Subscriptions",
"value": 45.86,
"items": []
},
{
"accountId": "043b6bcb-dfe6-4c97-9b4c-f9b300fe3f03",
"name": "Telephone & Internet",
"value": 45,
"items": []
},
{
"accountId": "df62060b-41cc-4bf2-9de7-c7e537b5663a",
"name": "Travel - National",
"value": 55.28,
"items": []
},
{
"accountId": "eef78ed1-dfed-447c-bdba-3a49fb2c044b",
"name": "Audit & Accountancy fees",
"value": 0,
"items": []
},
{
"accountId": "f3aa84fe-5c31-4107-b207-7e0419f636d7",
"name": "Bank Fees",
"value": 6.29,
"items": []
},
{
"accountId": "c16f5c35-8283-47da-9d09-5fecb183b0cb",
"name": "Cleaning",
"value": 120,
"items": []
},
{
"accountId": "fb3210ef-edeb-48af-bb49-b85d40c1e6bb",
"name": "Corporation Tax",
"value": 124.61,
"items": []
},
{
"accountId": "7f6a0e92-65be-4333-9a0a-d981b03bedd1",
"name": "Wages",
"value": 4373.14,
"items": []
},
{
"accountId": "e8a0a24e-2dab-46b1-bfe1-6e92551c04e8",
"name": "Purchase Discounts",
"value": 171.55,
"items": []
},
{
"accountId": "4378ddba-36b4-4b35-9970-bd972b20d137",
"name": "Amortization",
"value": 5.72,
"items": []
},
{
"accountId": "78785fd7-f197-4c34-aa17-6e76b9255d34",
"name": "Interest Paid (operating)",
"value": 19.88,
"items": []
}
]
},
"netOperatingProfit": 28646.77,
"otherExpenses": {
"accountId": "b5e801e8-8dbc-4390-ac99-3b0fff54a89f",
"name": "Other Expenses",
"value": 350.44,
"items": []
},
"otherIncome": {
"accountId": "68794a8f-b22d-4520-b97b-025b7cb10f94",
"name": "Other Income",
"value": 850.22,
"items": []
},
"netOtherIncome": 499.78,
"netProfit": 29146.55
}
],
"reportBasis": "Unknown",
"currency": "GBP",
"mostRecentAvailableMonth": "2022-02-01T00:00:00",
"earliestAvailableMonth": "2017-03-01T00:00:00"
}