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:  113
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


Request samples