/v1/accounting/bank-transactionsList bank transactions
The bank lines imported into the workspace — money that has actually moved — each with its source, posted date, amount, account name and last four, description and memo, beside how much of it has been allocated to a deal and how much is still unclaimed. Filters: ?source=, ?direction=, ?unreconciled=true (only lines with money on them nobody has claimed, which is the reconcile-the-bank worklist), ?from= / ?to= on the posted date, ?limit=. What a line actually paid FOR is the allocations: get_accounting_allocations with ?bankTransactionId=.
Access class: workspace.
Send request
Use the documented inputs to call this endpoint directly.
Parameters
Values are applied to the request and the example on the right.
Responses
the action's answer
{
"data": [
"string"
]
}a refusal: {"error": "<what a person needs to read>"}. 401 no credential, 402 the plan does not include this, 403 the seat does not, 404 the thing does not exist or is not yours to see.
{
"error": "string"
}