Bank transaction rule groups

Grouping (optional) organizes transactions within a bank transaction rule. A rule first applies any defined filters. After filtering, the rule attempts to create a group. A rule can group either bank transactions or Intacct transactions. For match rules, only Intacct transactions can be grouped.

List bank transaction rule groups

get/objects/cash-management/bank-txn-rule-group

Returns a collection of bank transaction rule groups with a key, ID, and link for each group. This operation is mostly for use in testing; use the query service to find objects that meet certain criteria and to specify properties that are returned.

SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "9",
      • "id": "9",
      • "href": "/objects/cash-management/bank-txn-rule-group/9"
      },
    • {
      • "key": "21",
      • "id": "21",
      • "href": "/objects/cash-management/bank-txn-rule-group/21"
      },
    • {
      • "key": "35",
      • "id": "35",
      • "href": "/objects/cash-management/bank-txn-rule-group/35"
      }
    ],
  • "ia::meta": {
    • "totalCount": 3,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}

Get a bank transaction rule group

get/objects/cash-management/bank-txn-rule-group/{key}

Returns detailed information for a specified bank transaction rule group.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned key for the bank transaction rule group.

Example: 99
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "key": "27",
    • "id": "27",
    • "bankTransactionRule": {
      • "id": "21",
      • "key": "21",
      • "href": "/objects/cash-management/bank-txn-rule/21"
      },
    • "dataSource": "intacctTransaction",
    • "intacctTxnAttribute": "documentNumber",
    • "bankTxnAttribute": null,
    • "order": 1,
    • "href": "/objects/cash-management/bank-txn-rule-group/27"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}