Monite API changelog

Stay up to date with the latest features, improvements, and breaking changes in the current version of Monite API.

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.ledger_account_ids.products. 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.

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 and receivable.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)

January 16, 2025

Accounts receivable

  • Recurring invoice tweaks. The subject_text and body_text fields in recurring invoice configuration were changed from required to optional. Recurring invoices will be sent automatically only if both subject_text and body_text are provided, plus either recipients in the recurrence configuration or counterpart_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 in GET /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 existing tag_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:

  1. Change the api_version setting in your partner settings (/settings) to 2024-05-25:

    1curl -X PATCH 'https://api.sandbox.monite.com/v1/settings' \
    2     -H 'X-Monite-Version: 2024-05-25' \
    3     -H 'Authorization: Bearer YOURT_PARTNER_TOKEN' \
    4     -H 'Content-Type: application/json' \
    5     -d '{"api_version": "2024-05-25"}'

  2. Change the X-Monite-Version header value in all API calls to 2024-05-25. For example:

    1curl -X GET 'https://api.sandbox.monite.com/v1/entities' \
    2     -H 'X-Monite-Version: 2024-05-25' \
    3     -H 'Authorization: Bearer ACCESS_TOKEN'

For more information, see How to upgrade.