Overview
- The Optimum Parcel Statement API lets you access periodic financial summaries and account balance history. You can develop applications that integrate with Optimum Parcel to reconcile monthly ledgers, track credit utilization, and provide stakeholders with a consolidated view of financial performance.
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- The following figure shows the relationship between your Optimum Parcel app, the Optimum Parcel API, and Statement services.
Optimum Parcel App
Optimum Parcel’s statement services give users a high-level perspective on account health, aggregating multiple invoices and credits into single period-based records for simplified accounting.
Optimum Parcel API
The REST API that allows users to retrieve statement lines, balance totals, and period details from within your app.
Ledger Reconciliation
A system that aligns Optimum Parcel financial activity with internal accounting periods to ensure that every credit and fee finds its place in the correct fiscal month.
Balance Tracking
A record that maintains the running total of the account that accounts for new invoices issued, payments received, and credits applied over time.
What can users do with the Optimum Parcel Statement API?
Users can use the Optimum Parcel Statement API to perform common workflows, such as:
- Retrieve monthly financial statements
- View beginning and ending balances for a specific period
- List individual transactions included in a statement
- Download PDF copies of period summaries
- Check the payment status for a statement cycle
- Export statement data for external accounting software
Statement properties available to view, query, and analyze through the Optimum Parcel Statement API:
- Account Balances
- Line Items
- Statement Dates
- Statement Periods
- Transactions
Additional info
- Learn more about developing with Optimum Parcel Statement API, including handling authentication, authorization, reference the Develop on Optimum Parcel API for your workspace.
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- Learn more about how to launch and run a Optimum Parcel Statement API app, read the Developer Getting Started Guide.
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