Katixo/API DocumentationBeta

Changelog

A record of additions, changes, and deprecations to the Katixo API.

June 2026

New
  • Workflows & Approvals — Configure multi-step approval workflows for invoices, purchase bills, and expenses. Approve or reject pending requests via API.
  • Recurring Invoices — Set up automated billing schedules with weekly, monthly, quarterly, or yearly frequency. Stop and resume schedules on demand.
  • Expense API — Full CRUD for business expenses with automatic journal entry creation, GST handling, and billable expense tracking.
  • Stock Counts — Create physical stock counts, compare against book quantities, and post variance adjustments automatically.

May 2026

Improved
  • GST Review Center — New GET /api/v1/gst/review-center endpoint identifies missing GSTINs, invalid HSN codes, and other filing errors before you generate returns.
  • GSTR-3B endpoint — Summary tax liability data for GSTR-3B filing with output tax, ITC, and net payable breakdowns.
  • Excel exports — GSTR-1 and GSTR-3B data can now be downloaded as Excel files via /export endpoints.
  • Purchase bill PDF — New GET /api/v1/bills/{id}/pdf generates downloadable PDFs.

April 2026

Improved
  • Batch & expiry tracking — Near-expiry batch query endpoint. Items with trackBatches: true now support FEFO-sorted available batch queries.
  • Invoice payments — Record, list, and delete payments against invoices. Track partial payments and balance due.
  • Bulk operations — Bulk send and bulk cancel endpoints for invoices.
  • BOM support — Items API now supports Bill of Materials (BOM) for composite items.
  • CSV import — Import items in bulk via CSV with template download and detailed import results.

March 2026

Launch
  • Initial API release — Core endpoints for Authentication (JWT/OTP), Invoices, Items, Contacts, Purchase Bills, Inventory/Batches, and GST.
  • JWT authentication — OTP-based signup, password login, refresh tokens, multi-org switching, and role-based access control (OWNER, ADMIN, ACCOUNTANT, OPERATOR, VIEWER).
  • Module system — Organizations can enable modules (INVENTORY, GST, BATCH_EXPIRY, RECURRING_BILLING, PHARMACY, etc.) to unlock API capabilities.