Set the books' accounting basis

PUT /settings/accounting-basis

Before the books open, basis alone sets the one they open on. Once they are open, a change is a day in the sand: from must be the first day of a coming financial year (the tax settings' financialYearStart), after today in the books' zone (its timeZone), and from midnight there on that day every posting is made on basis — a move to accrual recognising, on its day, whatever was still awaiting payment. A change still to come is replaced, and asking for the basis already in force from that day takes it back. Once the books are open the schedule changes at most once a week (too-soon, with changeableFrom). 409 BasisChangeRefused names the problem (day-required, day-not-allowed, not-a-year-start, not-after-today, too-soon) and the changeDays allowed. Appends inventory.accounting-basis-set. Idempotent by content: a body that leaves the schedule as it is appends nothing.

Access

Requires settings:write.

How scopes come from roles: Scopes and roles. Getting a token: Authentication and app tokens.

Retries

Idempotent by content: a body that leaves the schedule as it is appends nothing.

Why every write carries a key: Idempotency and retries.

Facts appended

inventory.accounting-basis-set

What a fact is: Facts and the journal.

AI agent tool

No agent tool. Moving the books between cash and accrual changes how every later figure is reported: the owner's call in Settings › Tax, from the start of a financial year.

Connecting an agent: AI agents.

Example

Move the books to the cash basis from the next financial year.

curl

curl -X PUT 'https://inventory.getmanifold.io/settings/accounting-basis' \
  -H "Authorization: Bearer $MANIFOLD_TOKEN" \
  -H 'Content-Type: application/json' \
  -d '{
  "basis": "cash",
  "from": "2027-07-01"
}'

JavaScript (fetch)

const response = await fetch("https://inventory.getmanifold.io/settings/accounting-basis", {
  method: "PUT",
  headers: { Authorization: `Bearer ${process.env.MANIFOLD_TOKEN}`, "Content-Type": "application/json" },
  body: JSON.stringify({
    "basis": "cash",
    "from": "2027-07-01"
  }),
});
if (!response.ok) throw new Error(`${response.status}: ${await response.text()}`);
const answer = await response.json();

Request body · application/json

{
  "basis": "cash",
  "from": "2027-07-01"
}

Response · 200 · application/json

{
  "basis": "accrual",
  "scheduled": {
    "basis": "cash",
    "from": "2027-07-01"
  },
  "booksOpen": true,
  "financialYearStart": 7,
  "changeDays": [
    "2027-07-01",
    "2028-07-01",
    "2029-07-01"
  ],
  "changeableFrom": "2026-10-29T08:30:00.000Z",
  "schedule": {
    "opening": "accrual",
    "changes": [
      {
        "basis": "cash",
        "from": "2027-07-01"
      }
    ],
    "changedAt": "2026-10-22T08:30:00.000Z"
  }
}

The panel writes this call in other languages. It does not send it: Manifold's APIs do not take calls from a web page on another site, so run the call from your own code or terminal. The whole API as OpenAPI: inventory-manager.openapi.json. Base URL https://inventory.getmanifold.io.

Errors

Every refusal is a status and a JSON body whose _tag names it. A refused call changes nothing.

`401`

Refusal	What it means	What to do
`Unauthorized` reason	The token is missing, expired or not one Manifold issued.	Get a fresh token and send the call again.
`TokenAlreadyUsed` tokenId	A single-use app token was already spent.	Mint a new token for this call.

`402`

Refusal	What it means	What to do
`SubscriptionRequired` status	The organization's subscription has lapsed, so writes are refused.	An owner settles billing. Reads still work meanwhile.

`403`

Refusal	What it means	What to do
`TenantRequired` userId	The token names no organization.	Choose the organization, then get a new token.
`ScopeRequired` required	The token's roles do not grant the scope this call needs.	Ask an owner or admin for a role that grants it.

`409`

Refusal	What it means	What to do
`BasisChangeRefused` problem, changeDays, changeableFrom	The accounting basis cannot change now. `changeableFrom` says when it can.	Make the change on or after that day.
`MirroredFromSource` source	This area is fed by your source system until the organization goes live.	Make the change in the source system, or go live first.

`503`

Refusal	What it means	What to do
`RequestLogUnavailable` tokenId, reason	The service could not record the request, so it did nothing.	Send the same request again shortly.

How refusals work everywhere: Errors.