Monite API changelog
Stay up to date with the latest features, improvements, and breaking changes in the current version of Monite API.
March 25, 2025
Accounts receivable
-
The
issue_date
anddue_date
of issued invoices can now be updated in the non-compliant mode. -
PDF invoices with payment links now include the payment link as text (in addition to a QR code). This way, desktop users can easy access payment links from PDF invoices.
View image
E-invoicing improvements
- Added support for sending e-invoices with discounts - both invoice-level discounts and line item discounts.
Payments
- When a payment link expires, the associated payment intent is now automatically moved to the
payment_cancelled
status. GET /payment_intents
has a new query parameterobject_id__in
to bulk get payment intents associated with any of the specified invoices.
March 13, 2025
Accounts receivable
-
Improved PDF file naming. Previously, PDF invoices, quotes, and credit notes used UUIDs as file names, such as
3038dd44-9cce-464d-9e14-58f2fd121850.png
. Now, Monite generates PDF file names in the formatTYPE-DOCUMENTID.pdf
, for example,Invoice-INV-12345.pdf
orQuote-draft.pdf
. Spaces and special characters are replaced with-
.These file names are used for email attachments and when downloading PDFs from React SDK and Drop-in components.
-
Added a new auto-calculated field
total_after_vat
to line items in invoices, quotes, and credit notes. It contains the line item amount including discounts and VAT.
March 12, 2025
General
- Deleting user roles. Use the new
DELETE /roles/{role_id}
endpoint to delete user roles that are no longer in use.
Accounts payable
-
Support for projects in purchase orders. Purchase orders can now be assigned to projects via the
project_id
field. Also,GET /payable_purchase_orders
has theproject_id
query filter to find all purchase orders that belong to a specific project. -
Improved sorting and filtering of payables and credit notes.
-
Payables can now be sorted by the
issued_at
field. -
Added the
issued_at
,issued_at__gt
,issued_at__gte
,issued_at__lt
, andissued_at__lte
query parameters to:GET /payables
GET /analytics/payables
-
Use the
origin
query parameter to find only documents received via e-invoicing, or via email, or uploaded directly to Monite. This parameter was added to:GET /payables
GET /payables_credit_notes
GET /analytics/payables
GET /analytics/credit_notes
-
-
Unit price OCR adjustments. If a line item’s unit price extracted by OCR has more decimal points than can be precisely stored in Monite, that line item gets normalized as follows:
- set the
unit_price
equal to the line item total amount, - set the
quantity
to 1.
For example, an item with unit price € 0.1225 and quantity 8 is instead stored with unit price € 0.98 (0.1225 × 8) and quantity 1.
This ensures precise calculation of subtotal and total amounts.
Line items adjusted in this way have the
ocr_set_quality_to_one
field set totrue
. - set the
March 10, 2025
Accounts receivable
-
Added new webhooks for quotes:
receivable.accepted
,receivable.declined
,receivable.expired
. These webhooks are triggered when a quote is moved to the corresponding status. -
Increased the maximum pagination limit for
GET /receivables
from 100 to 250 items. The default limit is still 100. -
Improved the performance of the
GET /receivables
endpoint.
Accounting integration improvements
- The response from
GET /accounting_connections/{connection_id}
includes a new field,business_info
, that contains entity information retrieved from the connected accounting system. Xero application developers can use this information to meet the Xero certification requirement of displaying the name of the connected tenant.
PDF template improvements
-
The
preview
field of PDF templates now contains a link to a PNG preview image of the corresponding template. (Previously, thepreview
field returnednull
.)Example
Response from GET /document_templates/{document_template_id}Previously:
March 3, 2025
Accounting integration improvements
- Improved tax rate matching. Invoice line items have a new field
accounting_tax_rate_id
. It allows users to reference a specific tax rate from the accounting system to be used when pushing an invoice to that accounting system. This can be useful if the accounting system contains several tax rates with the same value but only one of them is valid for a given Monite-generated invoice.
Accounts receivable
-
Improved filtering by projects.
GET /receivables
andGET /analytics/receivables
have a new query parameterproject_id__in
to find all receivables that belong to one or more of the specified projects. -
Fixed an issue with
PATCH /overdue_reminders/{overdue_reminder_id}
where passingterms
=null
did not unset the terms.
February 28, 2025
Payments
- Payables (bills) paid via Monite will now be automatically moved from the
paid
status back topartially_paid
orwaiting_to_be_paid
if the payment gets disputed or payout to the counterpart fails. - Payment links now support the decoupled authentication flow for Open Banking payments.
- Payment records now support negative
amount
values to indicate chargebacks and refunds.
February 27, 2025
OCR
- Receipt data recognition. Monite OCR can now extract text and financial data from digital and scanned receipts. Use the
receipt
document type when uploading receipts for OCR.
Accounts payable
-
Skipping the approval flow. Entities have a new setting
payables_skip_approval_flow
. If it istrue
, any newly created payables of that entity will be automatically moved from thenew
towaiting_to_be_paid
status, bypassing approval policies. -
Improved filtering by projects. We’ve added new query parameters
project_id
andproject_id__in
to the endpoints listed below. You can use these parameters to retrieve documents from one or more projects.
February 26, 2025
- Filtering entities by status. Use the new
status
parameter ofGET /entities
to find only active or inactive entities. - Monite OCR now sends the
ocr_task.finished
webhook when it finishes processing a file. - For Open Banking payments, Monite now normalizes the payment reference value passed to the payment processing provider to make it compatible with common bank requirements.
February 24, 2025
Credit note improvements (accounts payable)
Now, you can customize the required fields for credit notes. You can now control which fields must be filled in a draft
credit note before it can transition to the new
status. The following endpoints were added for this purpose:
GET /payable_credit_notes/validations
- get the list of required fields.PUT /payable_credit_notes/validations
- update the list of required fields.POST /payable_credit_notes/validations/reset
- restore the default list of required fields.POST /payable_credit_notes/{credit_note_id}/validate
- returns the information that is missing to move a credit note fromdraft
to thenew
state.
February 21, 2025
New supported currencies
We’ve updated the list of supported currency codes:
- Added BMD, BTN, FKP, GHS, IQD, LYD, SHP, SSP, SVC, TMT.
- Replaced SLL (old leone) with SLE (new leone).
- Removed HRK (as it was replaced by the euro in 2023).
Accounts receivable
- Added new endpoint
GET /receivables/required_fields
to get conditionally required invoice fields for the given entity and counterpart. - Added new auto-calculated field
total_vat_amounts[].taxable_amount
to invoice, quote, and credit note responses. It contains the taxable amount for which the given VAT is calculated.
Analytics improvements
- Added the
limit
query parameter toGET /analytics/payables
andGET /analytics/credit_notes
to control the number of results returned.
Purchase order improvements
- PDF purchase orders now display the entity VAT ID if available.
February 19, 2025
Accounting integration improvements
- Added support for pushing invoices to QuickBooks Online US accounts that use automated sales tax.
February 11, 2025
Monite OCR
- Monite’s OCR now provides generic standalone endpoints for extracting text data from different types of documents across multiple formats, including PDF, JPG, and PNG.
February 3, 2025
Accounts receivable analytics
- Monite analytics has been expanded to include accounts receivable. Use the
GET /analytics/receivables
endpoint as a data source for accounts receivable reports and charts to help entities monitor trends, track KPIs, and gain data-driven insights to optimize their cash flow.
Accounting integration improvements
- Default general ledger account for products. Entities have a new setting
accounting.
. It specifies the ledger account to use when pushing products that do not have a ledger account assigned. For more information, see How data is synchronized.ledger_account_ids. products
January 31, 2025
Credit note improvements (accounts payable)
You can configure Monite to automatically link credit notes which have a payable reference to the appropriate payable during the credit note creation. Learn more.
January 29, 2025
Open Banking for Germany
We’ve expanded our payment coverage to include Open Banking payments in Germany. Payment links created for German payers can now include a bank transfer payment option.
This also expands the available payment options for accounts payable and accounts receivable:
- German entities can use payment links to pay payables (bills).
- EU and UK entities can receive invoice payments from their German counterparts via bank transfers.
January 24, 2025
Accounts receivable
-
New webhooks for invoices:
receivable.overdue
andreceivable.uncollectible
. These webhooks are triggered when an invoice is moved to the corresponding statuses. -
Line item totals in PDF invoices, quotes, and credit notes are now displayed with up to four decimal places. This improvement aligns with a similar change made earlier to line item unit prices in PDFs.
January 22, 2025
Credit note improvements (accounts payable)
- Credit notes analytics. Use the new
GET /analytics/credit_notes
endpoint to get real-time insights for credit notes with aggregated data and detailed breakdowns, filters, and metrics. Learn more. - Added the new partner setting
payable.allow_credit_note_autolinking
to allow credit notes to be automatically linked to their related payables. - The
based_on
field is no longer required when creating credit notes.
January 20, 2025
Credit note improvements (accounts payable)
- Two new endpoints added:
POST /payable_credit_notes/upload_from_file
allows you to upload a credit note in the PDF, PNG, or JPG format to Monite. Learn more.POST /payable_credit_notes/{credit_note_id}/cancel_ocr
allows you to cancel the OCR scanning process for a specific credit note.
- New fields
file_id
andfile_url
added to the credit note responses. - The
based_on
field was changed from required to optional.
January 16, 2025
Accounts receivable
-
Recurring invoice tweaks. The
subject_text
andbody_text
fields in recurring invoice configuration were changed from required to optional. Recurring invoices will be sent automatically only if bothsubject_text
andbody_text
are provided, plus eitherrecipients
in the recurrence configuration orcounterpart_contact.email
in the base invoice. -
PDF improvements. Unit prices in PDF invoices, quotes, and credit notes are now displayed with up to four decimal places. This allows for more precise display of prices in documents that use VAT-inclusive pricing.
December 23, 2024
Accounts receivable
- Improved filtering by tags. New
tag_ids
query parameter inGET /receivables
lets you find receivables that have all of the specified tags. In other words, this filter works as an AND and is an alternative to the existingtag_ids__in
filter that works as an OR.
December 19, 2024
E-invoicing
- Monite now integrates provides a global e-invoicing solution to help our partners to create and send e-invoices using the Monite API. This integration enables Monite clients to stay compliant in the regions where E-invoicing becomes mandatory. See more.
December 16, 2024
API version 2024-05-25
is now publicly available to all Monite partners. To start using this version:
-
Change the
api_version
setting in your partner settings (/settings
) to2024-05-25
: -
Change the
X-Monite-Version
header value in all API calls to2024-05-25
. For example:
For more information, see How to upgrade.