Hubsolv also allows the passing if income, expenses and debts associated with your clients from an external source. This means you can have a web form where the client to the best of their ability fills out all this information and sends it to you directly.
As with our Client Details Fields, there are certain restrictions and certain URLs you need to post this information too. I&E and debts must be posted separately.
I&E
Post URL
https://xxxxx.hubsolv.com/api/iande/format/json
Required Fields
'clientid'
Additional Information
I&E Items should be passed as an array.
Fields Income
| Field Name | Field Restriction | Description |
| earnings_net | ||
| earnings_partner_net | ||
| earnings_other | ||
| benefit_aa | ||
| benefit_child | ||
| benefit_council_tax | ||
| benefit_dla | ||
| benefit_pip | ||
| benefit_child_tax_credit | ||
| benefit_working_tax_credit | ||
| benefit_housing | ||
| benefit_incapacity | ||
| benefit_income_support | ||
| benefit_industrial_disablement | ||
| benefit_carers_allowance | ||
| benefit_maternity_allowance | ||
| benefit_job_seekers_allowance | ||
| benefit_statutory_maternity_pay | ||
| benefit_statutory_sick_pay | ||
| benefit_bereavement | ||
| benefit_universal_credit | ||
| benefit_esa | ||
| benefit_other | ||
| pension_client | ||
| pension_partner | ||
| pension_other | ||
| child_income_support | ||
| lodger_income | ||
| student_loan | ||
| student_grant | ||
Fields Expenses
| Field Name | Field Restriction | Description |
| expenses | ||
| mortgage_rent | ||
| council_tax | ||
| gas | ||
| electricity | ||
| water | ||
Debts
Post URL
https://xxxxx.hubsolv.com/api/debt/format/json
Required Fields
'clientid'
Additional Information
I&E Items should be passed in the following format:
debts_data[0][creditor_name]
debts_data[0][total]
Fields Expenses
| Field Name | Field Restriction | Description |
| creditor_name | ||
| total | ||
| monthly | ||
| joint | ||
| type | 'loan', 'store_card', 'council_tax_arrears', 'mortgage_shortfall', 'pay_day_loan', 'overdraft', 'ppi_overpayment', 'hmrc_overpayment', 'utility_bills', 'mobile_bills', 'legal_bills', 'catalogue', | |
| hp | 1,0 | |
| item | ||
| payment_remaining | ||
| ref | ||
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