Matches bank transactions with new quick entries

post

https://api.rillet.com/bank-transactions/reconcile/quick-entry

Creates a separate quick entry for each bank transaction in transaction_ids, using the same requested details.
The transactions are not combined into one many-to-one (N:1) match. With line_items, supply exactly one ID.

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Body Params

transaction_ids

array of uuids, unique

required

length ≥ 1

One or more bank transaction IDs from the same subsidiary. Without line_items, each transaction gets a separate quick entry using these request details, not an N:1 match. With line_items, supply exactly one transaction ID.

transaction_ids*

type

string

enum

required

Type of quick entry to create. VENDOR requires vendor_id; other types do not require a vendor.

Allowed:

account_id

uuid

required

GL account for the offsetting entry line. Required in the request even when line_items supply explicit accounts.

vendor_id

uuid

Vendor associated with the quick entry. Required when type is VENDOR.

customer_id

uuid

Optional customer associated with the quick entry.

name

string

required

length ≥ 1

Name of the new quick entry.

description

string

Optional description on the generated entry when line_items are not supplied.

fields

array of objects

Custom fields on the generated entry. When line_items are supplied, use their fields instead.

fields

attachment_url

uri

Optional attachment URL for the quick entry.

line_items

array of objects

Optional balanced debit and credit lines for a split quick entry. Use only when transaction_ids contains exactly one ID.

line_items

fees_account_id

uuid

GL account for bank fees. If omitted, the provider mapped account is used; a fee without either account fails the match.

Responses

204

Bank transactions matched.

Language

Credentials

Bearer

URL

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Response

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application/json

defaultError