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Authentication

Requests to FloQast's API must be authenticated using an API key. The API key must be included in the x-api-key header of each request and can be generated in the FloQast application. The key should also have the correct permissions to access the API endpoints you are using. Directions to generate an API key

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Servers
Mock server

https://developer.floqast.app/_mock/content/api-reference/openapi/

https://fq-api.floqast.app/

https://fq-api.eu.floqast.app/

https://fq-api.au.floqast.app/

Operations

Request

This API endpoint updates a checklist item.

Security
x-api-key
Path
checklistIdstringrequired

The ID of the checklist item

Bodyapplication/jsonrequired
forwardboolean

When true, updates will persist to future periods

Default false
dataobject
curl -i -X PUT \
  'https://developer.floqast.app/_mock/content/api-reference/openapi/api/v1/checklists/{checklistId}' \
  -H 'Content-Type: application/json' \
  -H 'x-api-key: YOUR_API_KEY_HERE' \
  -d '{
    "forward": false,
    "data": {
      "companyId": "5e94d5b63f557b001420bbe3",
      "folderName": "Accounts Payable",
      "description": "Record accrued property tax. Verify monthly accrual is 1/12th of prior year expense.",
      "schedule": {
        "period": {
          "month": "december",
          "year": "2025"
        },
        "type": "NON_RECURRING",
        "frequencyPeriods": [
          "string"
        ]
      },
      "signatures": [
        {
          "id": "5e94d5b63f557b001420bbe5",
          "group": "preparer",
          "signedDate": "2021-01-01T00:00:00.000Z",
          "signedBy": "5e94d5b63f557b001420bba5",
          "assignedTo": "5e94d5b63f557b001420bba5",
          "dueDate": "2021-01-01T00:00:00.000Z",
          "dueDateSetting": {
            "type": "OFFSET",
            "value": 2
          },
          "metaData": {
            "token": "5e94d5b63f557b001420bbe6"
          }
        }
      ],
      "tagIds": [
        "5e94d5b63f557b001420bbe6"
      ]
    }
  }'

Responses

Success

Bodyapplication/json
idstring

Id of checklist

Example: "5e94d5b63f557b001420bbe3"
folderobject
templateIdstring

Template Id of checklist

Example: "5e94d5b63f557b001420bbe4"
descriptionstring
Example: "Record accrued property tax. Verify monthly accrual is 1/12th of prior year expense."
entityIdstring
Example: "656abc949ec04a00096b56d7"
periodobject
signaturesArray of objects
tagsArray of objects
Response
application/json
{ "id": "5e94d5b63f557b001420bbe3", "folder": { "name": "string", "id": "string" }, "templateId": "5e94d5b63f557b001420bbe4", "description": "Record accrued property tax. Verify monthly accrual is 1/12th of prior year expense.", "entityId": "656abc949ec04a00096b56d7", "period": { "month": "december", "year": "2023" }, "signatures": [ { … } ], "tags": [ { … } ] }

Request

This API endpoint updates the signature status of a checklist.

Security
x-api-key
Path
checklistIdstringrequired

The ID of the checklist item

Bodyapplication/jsonrequired
signatureIdstring

If provided, only signoff on this signature

Example: "5e94d5b63f557b001420bbe5"
userIdstring

If provided, only signoff on signatures assigned to this user

Example: "5e94d5b63f557b001420bbe6"
groupstring

If provided, only signoff on signatures in this group

Enum"preparer""reviewer""unassigned"
Example: "preparer"
setSignedOffboolean

The status of the signature. Defaults to true

Example: true
curl -i -X POST \
  'https://developer.floqast.app/_mock/content/api-reference/openapi/api/v1/checklists/{checklistId}/sign' \
  -H 'Content-Type: application/json' \
  -H 'x-api-key: YOUR_API_KEY_HERE' \
  -d '{
    "signatureId": "5e94d5b63f557b001420bbe5",
    "userId": "5e94d5b63f557b001420bbe6",
    "group": "preparer",
    "setSignedOff": true
  }'

Responses

Success

Bodyapplication/json
idstring

Id of checklist

Example: "5e94d5b63f557b001420bbe3"
folderobject
templateIdstring

Template Id of checklist

Example: "5e94d5b63f557b001420bbe4"
descriptionstring
Example: "Record accrued property tax. Verify monthly accrual is 1/12th of prior year expense."
entityIdstring
Example: "656abc949ec04a00096b56d7"
periodobject
signaturesArray of objects
tagsArray of objects
Response
application/json
{ "id": "5e94d5b63f557b001420bbe3", "folder": { "name": "string", "id": "string" }, "templateId": "5e94d5b63f557b001420bbe4", "description": "Record accrued property tax. Verify monthly accrual is 1/12th of prior year expense.", "entityId": "656abc949ec04a00096b56d7", "period": { "month": "december", "year": "2023" }, "signatures": [ { … } ], "tags": [ { … } ] }
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