Headers

• X-PLANNR-ACCOUNT-UUID string

Query parameters

• filter[uuid] string

  Filter by a comma separated list of UUIDs.

• filter[account_uuids] string

  Filter by a comma separated list of account UUIDs.

• filter[circle_uuids] string

  Filter by a comma separated list of circle UUIDs.

• filter[employment_uuids] string

  Filter by a comma separated list of employment UUIDs that are linked to incomes.

• filter[type] string

  Filter by comma separate list of income types. Possible values are [salary, dividend, bonus, benefit, other, investment, rental, pension].

• filter[frequency] string

  Filter by comma separate list of frequencies.

• filter[amount_type] string

  Filter by comma separate list of amount types. Possible values are [net,gross].

• filter[start_date] string

  Filter income by start date. Can use operands such as >=, <>, > and combine as a range by providing two values separated by comma.

• filter[end_date] string

  Filter income by end date. Can use operands such as >=, <>, > and combine as a range by providing two values separated by comma.

• filter[amount] string

  Filter income by amount in pennies. Can use operands such as >=, <>, > and combine as a range by providing two values separated by comma.

• include string

  Comma separated list of relationships to include in the response. Valid relationships are [account, employment].

• sort string

  Field to sort by. Valid fields are [created_at, updated_at, name, amount, start_date, end_date]. Negative sign to denote DESC. Defaults to 'created_at'.

• per_page integer

  Number of results to return with pagination (Default 15. Max 500).

Responses

• 200 application/json
  Hide response attribute Show response attribute object

  • data array[object]
    Hide data attributes Show data attributes object

    • uuid string
    • created_at string
    • updated_at string
    • name string
    • type string
    • type_other string
    • amount object
      Hide amount attributes Show amount attributes object

      • amount object
        Hide amount attributes Show amount attributes object

        • example string
        • description string
      • formatted object
        Hide formatted attributes Show formatted attributes object

        • example string
        • description string
      • currency object
        Hide currency attributes Show currency attributes object

        • example string
        • description string
    • amount_type string
    • start_date string
    • end_date string
    • frequency string
    • is_taxable boolean
    • employment object
      Hide employment attributes Show employment attributes object

      • uuid string
      • created_at string
      • updated_at string
      • status string
      • primary boolean
      • occupation string
      • occupation_code string
      • job_title string
      • employer string
      • started_at string
      • ended_at string
      • is_business_owner boolean
      • percentage_of_business_shared integer
      • address object
        Hide address attributes Show address attributes object

        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          Name of the address

        • address_1

          First line of the address

        • address_2

          Second line of the address

        • address_3

          Third line of the address

        • address_4

          Fourth line of the address

        • town_city

          Town/City

        • county

          County

        • postcode

          Postcode

        • country

          Country

        • move_in_date

          Address move in date. This field may provide inaccurate data. We recommend using the v2/addresses API which has the moved_in_month and moved_in_year fields instead.

      • phone_number object
        Hide phone_number attributes Show phone_number attributes object

        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Contact detail type

        • name

          Contact detail description

        • value

          Contact detail value

        • phone_number_meta

          If the type is a phone number, this additional field will be displayed giving you information about the phone number.

      • email_address object
        Hide email_address attributes Show email_address attributes object

        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Contact detail type

        • name

          Contact detail description

        • value

          Contact detail value

        • phone_number_meta

          If the type is a phone number, this additional field will be displayed giving you information about the phone number.

      • shared_owner_type string
      • shared_owner object
        Hide shared_owner attributes Show shared_owner attributes object

        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use primary_email instead). The email of the account.

        • photo_url

          URL for initial avatar image

        • first_contact_date

          First contact date

        • next_review_date

          Next review date

        • previous_review_date

          Previous review date

        • anniversary_review_date

          Anniversary review date

        • terms_of_business_at

          Date the Terms of Business were agreed and signed

        • client_agreement_at

          Date the client agreement was agreed and signed

        • with_login

          Denotes whether the account has a login to Plannr

        • has_joint_account

          Denotes whether this account belongs to a joint account too

        • can_be_deleted

          Denotes if the account can be deleted

        • ownership_percentage

          Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

        • inactive_at

          Inactive from date

        • last_interaction_at

          Last interaction date

        • referral_code

          Unique referral code for the employee account (employees only)

        • is_out_of_office

          Denotes whether the account is currently within an active Out of Office window (employees only)

        • out_of_office_from

          Start of the Out of Office period (employees only). Null when not out of office

        • out_of_office_until

          End of the Out of Office period (employees only). Null when not out of office

        • out_of_office_message

          Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

        • is_pending_fact_find_account

          Denotes whether the account is a provisional account created by a fact find that has not yet been submitted (clients only)

        • permissions

          Permission map where keys are permission names and values are target arrays

        • managed_by_head_office

          Whether head office set this employee's firm role from their enterprise role. The firm can add restrictions on top but cannot change or remove the role itself.

      • last_salary_increase string
      • business_name string
      • business_year_end string
      • business_value object
        Hide business_value attributes Show business_value attributes object

        • amount object
          Hide amount attributes Show amount attributes object

          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object

          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object

          • example string
          • description string
      • directors string
      • shareholding_in_business object
        Hide shareholding_in_business attributes Show shareholding_in_business attributes object

        • amount object
          Hide amount attributes Show amount attributes object

          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object

          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object

          • example string
          • description string
      • profit object
        Hide profit attributes Show profit attributes object

        • amount object
          Hide amount attributes Show amount attributes object

          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object

          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object

          • example string
          • description string
      • accountant_company_name string
      • accountant_email string
      • accountant_telephone_number string
      • accountant_address string
      • turnover_history object
        Hide turnover_history attributes Show turnover_history attributes object

        • year

          The year of the turnover.

        • value

          The value of the turnover.

      • income object
        Hide income attributes Show income attributes object

        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • name

          The name of the income.

        • type

          The type of income.

        • type_other

          The other type of income, if the type is "other".

        • amount

          The amount of the income.

        • amount_type

          The type of the amount.

        • start_date

          The start date of the income.

        • end_date

          The end date of the income.

        • frequency

          The frequency of the income.

        • is_taxable

          Denotes if the income is taxable or not.

        • shared_owner_type

          Denotes if the employment is shared across the client or belongs to one of the owners of the client. (Only applicable for joint/business/trust clients).

      • account object
        Hide account attributes Show account attributes object

        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • type

          Account type

        • role

          Account role

        • first_name

          First name

        • last_name

          Last name

        • name

          Name

        • email

          (Deprecated - Please use the primary email of the account instead). The email of the account.

        • photo_url

          The photo URL of the client

    • account object
      Hide account attributes Show account attributes object

      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • external_references object
        Hide external_references attributes Show external_references attributes object

        • uuid

          The UUID of the resource.

        • created_at

          The timestamp of when the resource was created.

        • updated_at

          The timestamp of when the resource was updated.

        • third_party

          The third party provider with the reference.

        • reference

          The third party reference.