API Reference

Filter all Billing Reports

post
https://api.bridgeft.com/v2/billing/reports/filter

Returns a filtered list of Billing Reports

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Query Params
integer

Number of items to return per page

integer

Current page number

Body Params
integer

The unique resource ID for this billing report

integer

The firm ID of the managing firm

boolean

True if invoices were created when the report was created

date-time

The input date to the billing report

date-time

The closest date available to the billing date for which there's data at the time of running the report

date-time

The most recent market date corresponding to when the report date

date-time

The calendar date on which the report was generated / created

float

Total fee and debited amount annualized

float

The annual debit amount for this billing report

float

Sum of all group balances on the billing date

float

All assets under management on the billing date

float

Total debited amount for the period

float | null

The direct billed period debit for this billing report

float

The custodian billed period debit for this billing report

float | null

Total payout of all splits for this period

float | null

Split payout on an annualized basis

float

The firm's share for the period. Equals period_debit - split_payout.

float

Firm's annualized share. Equals annual_debit - split_payout_annualized.

integer

The number of accounts for this billing report

integer

The number of groups for this billing report

integer

The number of billing splits for this billing report

integer

The number of fee structures for this billing report

integer | null

The corresponding fee upload file model instance

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Updated about 2 months ago

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Updated about 2 months ago

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