Browse the extensions reference

RoboLedger: Setup

RoboLedger: Taxonomy & Mapping

RoboLedger: Information Blocks

RoboLedger: Ledger & Events

RoboLedger: Fiscal Close

RoboLedger: Reports

RoboLedger: Report Distribution

RoboLedger: Analytical Views

RoboLedger: Fiscal Close

Close and reopen periods, and drive the schedules that feed the close

7 operations.

post/extensions/roboledger/{graph_id}/operations/set-close-target
Set Close Target
Set the user-controlled goal period for closing (closetarget).
post/extensions/roboledger/{graph_id}/operations/close-period
Close Fiscal Period
Lock a single fiscal period.
post/extensions/roboledger/{graph_id}/operations/reopen-period
Reopen Fiscal Period
Reopen a closed period for adjustment.
post/extensions/roboledger/{graph_id}/operations/backfill-plan-history
Backfill Plan History
Compile monthly statement history behind the close boundary — the plan's historical columns.
post/extensions/roboledger/{graph_id}/operations/promote-obligations
Promote Due Schedule Obligations
Promote matured pending schedule obligations (scheduleentrydue events whose period boundary has passed) to 'classified', and — when dispatchhandlers=true (default) — draft their…
post/extensions/roboledger/{graph_id}/operations/rebuild-schedule
Rebuild Schedule In Place
Re-run the schedule generator in place on an existing schedule.
post/extensions/roboledger/{graph_id}/operations/terminate-schedule
Terminate Schedule Early
End a schedule early at a month-end cutoff without booking any entry.