Bank transaction rule match attributes

Matching rules determine how to automatically match transactions from a bank feed or import file for reconciliation.

List bank transaction rule match attributes

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

Returns a collection with a key, ID, and link for each bank transaction rule match attribute.

SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples 
Response samples 
application/json
{
  • "ia::result": [
    • {
      • "key": "97",
      • "id": "97",
      • "href": "/objects/cash-management/bank-txn-rule-match/97"
      },
    • {
      • "key": "100",
      • "id": "100",
      • "href": "/objects/cash-management/bank-txn-rule-match/100"
      },
    • {
      • "key": "104",
      • "id": "104",
      • "href": "/objects/cash-management/bank-txn-rule-match/104"
      }
    ],
  • "ia::meta": {
    • "totalCount": 70,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}
Get a bank transaction rule match attribute
get/objects/cash-management/bank-txn-rule-match/{key}
Returns detailed information for a specified bank transaction rule match attribute.


SecurityOAuth2 
Request 
path Parameters
key
required
string
System-assigned unique key for the bank transaction rule match attribute.


 
 Example:  170
Responses 
200
OK


400
Bad Request


Request samples 
Response samples 
application/json
{
  • "ia::result": {
    • "key": "90",
    • "id": "90",
    • "intacctTxnAttribute": "description",
    • "bankTxnAttribute": "description",
    • "operator": "contains",
    • "value": "payee-1",
    • "order": 6,
    • "href": "/objects/cash-management/bank-txn-rule-match/90"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}
Query bank transaction rule matchs
post/services/core/query
Use the query service to find bank transaction rule matchs that meet certain criteria and to specify the properties that are returned.


SecurityOAuth2 
Responses 
200
OK


400
Bad Request


Request samples 
Response samples 
application/json
{
  • "ia::result": {
    • "ia::error": {
      • "code": "invalidRequest",
      • "message": "A POST request requires a payload",
      • "errorId": "REST-1028",
      • "additionalInfo": {
        },
      • "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
      }
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 0,
    • "totalError": 1
    }
}