Categories

Tags used to classify companies, customers, suppliers, and invoices for internal reporting and filtering. A category belongs to a tenant (optionally scoped to one company) and can be archived without being deleted.

📄️List categories for a workspace

Returns a paginated list of categories for the specified workspace

📄️Create a category

Creates a new category in the specified workspace. Pass company_id to create a company-scoped category; omit it for a tenant-level template.

📄️Retrieve a category by ID

Returns a single category by ID. The category must belong to a tenant accessible by the OAuth application.

📄️Update a category

Updates an existing category. The category must belong to a tenant accessible by the OAuth application.

📄️Archive a category

Archives a category by ID (soft delete via archived_at timestamp).