Checklists
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Post Checklist Signatures

FloQast External API (1.0.0)

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

Download OpenAPI description
openapi.json
openapi.yaml
Languages
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/

Checklists

Operations

Patch Checklist

Request

This API endpoint updates a checklist.

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 POST \
  '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.",
      "entityId": "656abc949ec04a00096b56d7",
      "schedule": {
        "period": {
          "month": "december",
          "year": "2025",
          "fiscalYear": "2025",
          "quarter": "3"
        },
        "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": {},
          "value": 2,
          "metaData": {
            "token": "5e94d5b63f557b001420bbe6"
          }
        }
      ],
      "tagIds": [
        "5e94d5b63f557b001420bbe6"
      ]
    }
  }'

Responses

Success

Bodyapplication/json
idstring

Id of checklist

Example: "5e94d5b63f557b001420bbe3"
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",
  "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": [
    { … }
  ]
}

Post Checklist Signatures

Request

This API endpoint updates the signature status of a checklist.

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"
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",
  "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": [
    { … }
  ]
}

Reconciliations

Operations

Checklist Analytics

Operations

Reconciliation Analytics

Operations

Depreciations

Operations

Amortization

Operations

Audit Trail

Operations

Transactions

Operations

Entities

Operations

Trial Balance

Operations

Tags

Operations

Chart Of Accounts

Operations

Info

Operations

Users

Operations

Folders

Operations