Set up your ledger and post a journal entry

Before you start

• A userWith accounting permissions on the tenant. Open the reference
• An office idA journal entry is posted for an office. The examples use officeId 1.
• Your chart of accountsThe names, codes and types of the accounts you want to create.

Set your environment

Every request authenticates with HTTP Basic and names its tenant in a header. Set these once and the commands below work as written.

export LOKTA_API="https://default.lokta.tech"
export LOKTA_USER="your-username"
export LOKTA_PASS="your-password"

1. Read the account template

The template returns the allowed values for the fields a ledger account needs. The type and usage of an account are integer codes, and this is where you find which code means what on your tenant.

curl -X GET "$LOKTA_API/lokta-lms/api/v1/glaccounts/template" \
  -u "$LOKTA_USER:$LOKTA_PASS" \
  -H "Tenant-Identifier: default"

2. Create a ledger account

These fields are mandatory. To build a hierarchical chart of accounts, send a parentId that points at another account.

The type and usage codes above are examples. Use the codes the template returns.

curl -X POST "$LOKTA_API/lokta-lms/api/v1/glaccounts" \
  -u "$LOKTA_USER:$LOKTA_PASS" \
  -H "Tenant-Identifier: default" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Loan portfolio",
    "glCode": "10100",
    "type": 1,
    "usage": 1,
    "manualEntriesAllowed": true
  }'

Repeat for each account you need, and keep the ids. The mapping and the journal entry below take them as `glAccountId`.

3. Map financial activities to accounts

Organisation-level financial activities, such as an asset or liability transfer, post to the account you map them to. Read the template for the activity ids and the accounts on offer.

curl -X GET "$LOKTA_API/lokta-lms/api/v1/financialactivityaccounts/template" \
  -u "$LOKTA_USER:$LOKTA_PASS" \
  -H "Tenant-Identifier: default"

4. Create the mapping

Send the financial activity and the ledger account it should post to.

curl -X POST "$LOKTA_API/lokta-lms/api/v1/financialactivityaccounts" \
  -u "$LOKTA_USER:$LOKTA_PASS" \
  -H "Tenant-Identifier: default" \
  -H "Content-Type: application/json" \
  -d '{
    "financialActivityId": 100,
    "glAccountId": 1
  }'

The ids above are examples. Use the ones from the template and from your own accounts.

5. Post a journal entry

A simple entry has at least one debit and one credit, and the two sides must add up to the same amount. A compound entry can have several of each.

The office and the transaction date are mandatory. Each debit and credit line carries a glAccountId, an amount and a comment.

curl -X POST "$LOKTA_API/lokta-lms/api/v1/journalentries" \
  -u "$LOKTA_USER:$LOKTA_PASS" \
  -H "Tenant-Identifier: default" \
  -H "Content-Type: application/json" \
  -d '{
    "officeId": 1,
    "transactionDate": "01 September 2026",
    "comments": "Opening funding",
    "debits": [
      {
        "glAccountId": 1,
        "amount": 100000,
        "comments": "Funds in"
      }
    ],
    "credits": [
      {
        "glAccountId": 2,
        "amount": 100000,
        "comments": "Funds source"
      }
    ],
    "dateFormat": "dd MMMM yyyy",
    "locale": "en"
  }'

6. Read the entries back

List entries for an office or an account, narrowed by date, then open one to see its lines.

curl -X GET "$LOKTA_API/lokta-lms/api/v1/journalentries" \
  -u "$LOKTA_USER:$LOKTA_PASS" \
  -H "Tenant-Identifier: default"

Where to go next

Every request authenticates with HTTP Basic and carries a Tenant-Identifier header. See the conventions. Read this guide as Markdown.

This is the API reference for Lokta, the agentic loan servicing platform. Go to lokta.ai