Statement
A Statement is a report computed from Entries for one Period under a Policy, such as a P&L, a balance sheet or a payout statement.
Properties
| Property | Type | Required | Description |
|---|---|---|---|
kind | string | required | Which report: profitAndLoss, balanceSheet, cashFlow, payout for a Supplier, or capitalAccount for a Fund investor. |
period | Period | required | The Period it reports. |
scope | string | required | Whose books it covers: one Startup, one Company, or a whole Portfolio. |
lines | json | required | The computed lines, with captive revenue from sibling Startups shown both in and out. |
party | Party | The Supplier, Partner or investor a payout or capitalAccount Statement is addressed to. |
Object
{
"$id": "https: //api.sb/ shiftnote.app/ statements/ statement_1",
"$type": "Statement",
"kind": "profitAndLoss",
"period": "period_1",
"scope": "startup",
"lines": {},
"party": "party_1"
}Relationships
- A Statement reports one Period: a Statement reports one Period; each closed Period carries its P&L, balance sheet and cash flow.
reports, inversestatements.
Verbs
getReturns one Statement by id.GET /{namespace}/statements/{id}listReturns Statements, newest first, one page at a time.GET /{namespace}/statements
A Statement is kept forever and never edited: it has no update or delete.
Permissions
Which Access level may call each Verb. One-way Verbs wait their delay window.
| Operation | owner | admin | member | viewer |
|---|---|---|---|---|
Statement.get | Yes | Yes | Yes | Yes |
Statement.list | Yes | Yes | Yes | Yes |
Call it
Show me the latest statement.Example
At a month's close a Startup gets a profitAndLoss Statement computed from its Entries. Revenue from a sibling Startup shows as captive, both inside and outside the total.