Skip to content

Period

A Period is one month of a Startup’s books, open until every Transaction reconciles, then closed and locked.

Properties

PropertyTypeRequiredDescription
monthdaterequiredThe first day of the month it covers.
statusstringrequiredOne of Open, Closed, or Locked.

Object

JSON
{
  "$id": "https://api.sb/routewise.dev/periods/period_1",
  "$type": "Period",
  "month": "2026-10-22",
  "status": "Open"
}

Relationships

  • A Period has many Budgets: a Budget plans one Period, read beside the actual Entries that fall in it. budgets, inverse plans.
  • A Period has many Entries: an Entry posts to the month its Event happened; closing the Period locks it. entries, inverse fallsIn.
  • A Period has many Statements: a Statement reports one Period; each closed Period carries its P&L, balance sheet and cash flow. statements, inverse reports.

Verbs

  1. getReturns one Period by id.
    GET /{namespace}/periods/{id}readNo Event
  2. listReturns Periods, newest first, one page at a time.
    GET /{namespace}/periodsreadNo Event
  3. updateChanges the given properties of a Period.
    PATCH /{namespace}/periods/{id}doPeriod.updated
  4. closeClose ends a month’s books once every Entry in the Period is reconciled, and makes its statements final.
    POST /{namespace}/periods/{period}/closedoPeriod.closed
  5. lockLock seals a closed Period, so any later correction posts to the next open Period.
    POST /{namespace}/periods/{period}/lockdoPeriod.locked
  6. recognizeRecognize moves the revenue a Period earned out of deferred revenue, by the Startup’s revenue-recognition Policy.
    POST /{namespace}/periods/{period}/recognizedoPeriod.recognized

Permissions

Which Access level may call each Verb. One-way Verbs wait their delay window.

Operationowneradminmemberviewer
Period.getYesYesYesYes
Period.listYesYesYesYes
Period.updateYesYesYesNo
Period.closeYesYesYesNo
Period.lockYesNoNoNo
Period.recognizeYesYesYesNo

Call it

Text
Close the latest period.

Example

Period 2026-03 of a tutoring marketplace's books closes on the third working day, once 1,840 Transactions reconcile. Then it locks, and no Entry in it changes.