> ## Documentation Index > Fetch the complete documentation index at: https://docs.equated.co/llms.txt > Use this file to discover all available pages before exploring further. # Edit a document's figures > Edits document details and receipt/reimbursement line items. Draft reimbursement accounting edits rebuild its draft entry; payerAccountId identifies the person owed. Unconfirm a posted reimbursement before editing; unconfirm retains its entry and payer. ## OpenAPI ````yaml /openapi.json patch /api/documents/{id} openapi: 3.1.0 info: title: Equated API version: 1.0.0 description: >- Agent-facing accounting API. Authenticate with a bearer token issued from Settings → API Tokens, or via the in-app session cookie when called from the web client. servers: - url: https://app.equated.co description: API server security: [] paths: /api/documents/{id}: patch: tags: - Documents summary: Edit a document's figures description: >- Edits document details and receipt/reimbursement line items. Draft reimbursement accounting edits rebuild its draft entry; payerAccountId identifies the person owed. Unconfirm a posted reimbursement before editing; unconfirm retains its entry and payer. parameters: - schema: type: integer minimum: 0 exclusiveMinimum: true required: true name: id in: path requestBody: content: application/json: schema: $ref: '#/components/schemas/DocumentPatch' responses: '200': description: Updated document detail content: application/json: schema: type: object properties: document: $ref: '#/components/schemas/DocumentDetail' required: - document security: - bearerAuth: [] components: schemas: DocumentPatch: type: object properties: payerAccountId: type: integer nullable: true minimum: 0 exclusiveMinimum: true description: >- Payer account for a draft reimbursement; not editable on other document types. amount: type: string nullable: true pattern: ^-?\d+(\.\d+)?$ description: >- Document total as a signed decimal string. A negative reimbursement total posts mirrored. currency: type: string nullable: true minLength: 3 maxLength: 3 displayTitle: type: string nullable: true maxLength: 200 orgMerchantId: type: integer minimum: 0 exclusiveMinimum: true description: Vendor or customer to attribute the document to. projectId: type: integer nullable: true minimum: 0 exclusiveMinimum: true description: Project to attribute the document to. Null clears the assignment. accountingDate: type: string nullable: true pattern: ^\d{4}-\d{2}-\d{2}$ description: >- Economic date of the document (YYYY-MM-DD). Bills and reimbursements post on it; fix it here when extraction misread the year. lineItems: type: array items: type: object properties: name: type: string nullable: true description: type: string nullable: true quantity: type: number unit_price: type: number amount: type: number description: Signed line amount in the document currency. category_key: type: string categoryAccountId: type: integer nullable: true minimum: 0 exclusiveMinimum: true projectId: type: integer nullable: true minimum: 0 exclusiveMinimum: true description: >- Reimbursements only: the project this income or expense line counts toward. Null takes the document's project, so carry each line's value forward. required: - amount description: >- Replaces a receipt's or reimbursement's lines wholesale (one per category is the convention; null categoryAccountId = still to place). Bills and invoices edit their lines with edit_bill and edit_invoice instead. DocumentDetail: allOf: - $ref: '#/components/schemas/Document' - type: object properties: matchedTransactions: type: array items: $ref: '#/components/schemas/MatchedTransactionRelation' settlement: $ref: '#/components/schemas/SettlementSummary' extractedText: type: string nullable: true description: >- The file's first pages as plain text, as printed: what the structured fields drop (payee address, remittance details, service period). Null when no file was read. Detail reads only; lists omit it. cardLast4: type: string nullable: true description: 'Receipts only: last four digits of the paying card, as printed.' resolutionHint: type: object nullable: true properties: connectedFinancialAccountId: type: integer nullable: true minimum: 0 exclusiveMinimum: true suggestedPayerAccountId: type: integer nullable: true minimum: 0 exclusiveMinimum: true required: - connectedFinancialAccountId - suggestedPayerAccountId description: >- Receipts only, from this org's own history of the same card: a connected bank account the card belongs to (offer a match), or the payer account recorded last time (suggest it only after the user confirms personal payment). additionalProperties: nullable: true Document: type: object properties: id: type: integer minimum: 0 exclusiveMinimum: true documentType: type: string lifecycle: type: string amount: type: string nullable: true currency: type: string nullable: true displayTitle: type: string nullable: true documentNumber: type: string nullable: true dueDate: type: string nullable: true createdAt: type: string orgMerchantId: type: integer nullable: true minimum: 0 exclusiveMinimum: true orgMerchant: type: object nullable: true properties: id: type: integer minimum: 0 exclusiveMinimum: true name: type: string website: type: string nullable: true imageUrl: type: string nullable: true logo: type: string nullable: true required: - id - name - website - imageUrl - logo additionalProperties: nullable: true amountBase: type: string nullable: true baseCurrency: type: string nullable: true derivedSettlementStatus: $ref: '#/components/schemas/SettlementStatus' derivedOutstandingAmount: type: string nullable: true description: Unapplied balance in the document currency. payerAccountId: type: integer nullable: true minimum: 0 exclusiveMinimum: true description: >- Reimbursement liability/equity payer account; retained on unconfirm and null until selected. resolution: type: string nullable: true enum: - unresolved - matched - null description: >- Receipts only: unresolved (not linked to a transaction) or matched (linked to one); null for other document types. required: - id - documentType - lifecycle - amount - currency - displayTitle additionalProperties: nullable: true MatchedTransactionRelation: type: object properties: id: type: integer minimum: 0 exclusiveMinimum: true relationId: type: integer minimum: 0 exclusiveMinimum: true relationType: type: string enum: - evidence - enrichment_source - accrual - settlement - credit_application settlementAmount: type: string nullable: true settlementCurrency: type: string nullable: true fxJournalEntryId: type: integer nullable: true minimum: 0 exclusiveMinimum: true paymentAmountBase: type: string nullable: true required: - id - relationId - relationType additionalProperties: nullable: true SettlementSummary: type: object nullable: true properties: derivedStatus: $ref: '#/components/schemas/SettlementStatus' settledAmount: type: string outstandingAmount: type: string totalRealizedFxBase: type: string currency: type: string links: type: array items: $ref: '#/components/schemas/SettlementLink' required: - derivedStatus - settledAmount - outstandingAmount - totalRealizedFxBase - currency - links SettlementStatus: type: string enum: - open - partially_closed - closed SettlementLink: type: object properties: relationId: type: integer minimum: 0 exclusiveMinimum: true description: Relation id used to unapply this payment or adjustment. kind: type: string enum: - payment - credit transactionId: type: integer nullable: true minimum: 0 exclusiveMinimum: true amount: type: string description: Applied amount in the document currency. currency: type: string matchedAt: type: string jeStatus: type: string enum: - DRAFT - POSTED - VOID description: Status of the backing payment/reclass or adjustment journal entry. fxJournalEntryId: type: integer nullable: true minimum: 0 exclusiveMinimum: true paymentAmountBase: type: string nullable: true realizedFxBase: type: string nullable: true description: >- Signed base-currency FX result: negative is a gain, positive is a loss. required: - relationId - kind - transactionId - amount - currency - matchedAt - jeStatus - fxJournalEntryId - paymentAmountBase - realizedFxBase securitySchemes: bearerAuth: type: http scheme: bearer description: API token issued from the Equated app under Settings → API Tokens. ````