Credit card transactions

Credit card transaction records contain comprehensive details about each credit card transaction, for example, payment amounts, exchange rate information and applicable taxes. Each record can contain multiple line items, each with individual amounts, currency information, payment amounts and tax details.

List credit card transactions

get/objects/cash-management/credit-card-txn

Returns a collection with a key, ID, and link for each credit card transaction. 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": "2",
      • "id": "2",
      • "href": "/objects/cash-management/credit-card-txn/2"
      },
    • {
      • "key": "4",
      • "id": "4",
      • "href": "/objects/cash-management/credit-card-txn/4"
      },
    • {
      • "key": "5",
      • "id": "5",
      • "href": "/objects/cash-management/credit-card-txn/5"
      }
    ],
  • "ia::meta": {
    • "totalCount": 3,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}
Create a credit card transaction
post/objects/cash-management/credit-card-txn
Creates a new credit card transaction.


SecurityOAuth2 
Request 
Request Body schema: application/json
required
txnDate
required
string <date> 
Date of the transaction.


 
 Example:  "2021-11-30"
object
Credit card account used for this transaction.


 
id
required
string
Unique identifier for the credit card account.


 
 Example:  "amex-card-1"
key
string
Unique key for the credit card account.


 
 Example:  "3"
referenceNumber
string
Reference number for the transaction, such as the transaction number from the credit card statement.


 
 Example:  "Ref--cc12"
payee
string
Name of the payee for the transaction.


 
 Example:  "Vend-1"
description
string
Brief description of the purpose of the transaction.


 
 Example:  "Meals"
object
Supporting document attached to this transaction.


 
key
string
Unique key for the attachment.


 
 Example:  "1"
id
string
Unique identifier for the attachment.


 
 Example:  "1"
object
Currency details for the transaction.


 
txnCurrency
required
string
For multi-currency companies, the currency in which the transaction was incurred.


 
 Example:  "GBP"
baseCurrency
string
The base currency for the entity or company.


 
 Example:  "USD"
object
Exchange rate used to calculate the base amount for this transaction.


 
date
string <date> 
Date of the exchange rate used to calculate the base amount from the transaction amount.


 
 Example:  "2021-01-23"
rate
number
Exchange rate used to calculate the base amount from the transaction amount.


 
 Example:  1.0789
typeId
string
Exchange rate type used to calculate the base amount from the transaction amount.


 
 Example:  "Intacct Daily Rate"
isInclusiveTax
boolean
 Default:  false
Indicates whether the transaction is tax inclusive.


 
 Example:  true
object
Tax solution used to calculate and capture taxes on this transaction.


 
key
string
Unique key for the tax solution.


 
 Example:  "4"
id
string
Unique identifier for the tax solution.


 
 Example:  "Australia GST"
Array of objects
Line items for the credit card transaction.


 
 Array 
txnAmount
required
string <decimal-precision-2> 
For multi-currency companies, the amount of the line item in the transaction currency.


 
 Example:  "2003.00"
required
object
 
totalTxnAmount
string <decimal-precision-2> 
For multi-currency companies, amount of the line item.


 
 Example:  "100.99"
description
string
Additional information about the line item.


 
 Example:  "Entertainment charges"
isBillable
boolean
 Default:  false
Indicates whether a line item is billable.


 
 Example:  true
isBilled
boolean
 Default:  false
Indicates whether a line item is already billed.


 
 Example:  false
object
Label for the accounts payable account associated with the line item.


 
object
Specific tax information that applies to the line item.


 
object
 
object
Base location for the line item in multi-entity companies.


 
Array of objects
Tax Entries of the credit card transaction line item.


 
Responses 
201
Created


400
Bad Request


Request samples 
application/json
{
  • "txnDate": "2025-04-11",
  • "creditCardAccount": {
    • "id": "A0000001"
    },
  • "referenceNumber": "CCTxn-001",
  • "payee": "Vendor-AAA",
  • "description": "Travel expenses",
  • "isInclusiveTax": true,
  • "currency": {
    • "baseCurrency": "USD",
    • "txnCurrency": "CAD",
    • "exchangeRate": {
      • "date": "2023-12-04",
      • "typeId": "Intacct Daily Rate",
      • "rate": 0.7306
      }
    },
  • "taxSolution": {
    • "key": "5",
    • "id": "Canadian Sales Tax - SYS"
    },
  • "attachment": {
    • "id": "111",
    • "key": "2"
    },
  • "lines": [
    • {
      • "glAccount": {
        },
      • "totalTxnAmount": "500.00",
      • "dimensions": {
        },
      • "description": "Travel expenses - BTI",
      • "taxEntries": [
        ],
      • "isBillable": false,
      • "isBilled": false
      }
    ]
}
Response samples 
application/json
{
  • "ia::result": {
    • "id": "12",
    • "key": "12",
    • "href": "/objects/cash-management/credit-card-txn/12"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}
Get a credit card transaction
get/objects/cash-management/credit-card-txn/{key}
Returns detailed information for a specified credit card transaction.


SecurityOAuth2 
Request 
path Parameters
key
required
string
System-assigned unique key for the credit card transaction.


 
 Example:  135
Responses 
200
OK


400
Bad Request


Request samples 
Response samples 
application/json
{
  • "ia::result": {
    • "id": "27",
    • "key": "27",
    • "creditCardAccount": {
      • "id": "A0000001",
      • "key": "1",
      • "href": "/objects/cash-management/credit-card-account/1"
      },
    • "txnDate": "2025-04-11",
    • "audit": {
      • "createdDateTime": "2025-04-11T12:56:46Z",
      • "modifiedDateTime": "2025-04-11T12:56:46Z",
      • "createdByUser": {
        },
      • "createdBy": "159",
      • "modifiedByUser": {
        },
      • "modifiedBy": "159"
      },
    • "entity": {
      • "key": "46",
      • "id": "Western Region",
      • "name": "Western Region",
      • "href": "/objects/company-config/entity/46"
      },
    • "referenceNumber": "CCTxn-001",
    • "payee": "Vendor-AAA",
    • "description": "Travel expenses in december",
    • "currency": {
      • "baseCurrency": "USD",
      • "txnCurrency": "CAD",
      • "exchangeRate": {
        }
      },
    • "totalEntered": "365.30",
    • "txnTotalEntered": "500.00",
    • "totalPaid": "0.00",
    • "txnTotalPaid": "0.00",
    • "totalSelected": "0.00",
    • "txnTotalSelected": "0.00",
    • "totalDue": "365.30",
    • "txnTotalDue": "500.00",
    • "whenPaid": null,
    • "reversedBy": {
      • "id": null,
      • "key": null,
      • "reversalDate": null
      },
    • "reversalOf": {
      • "id": null,
      • "key": null,
      • "txnDate": null
      },
    • "state": "posted",
    • "reconciliationState": "uncleared",
    • "isInclusiveTax": true,
    • "taxSolution": {
      • "key": "5",
      • "id": "Canadian Sales Tax - SYS",
      • "href": "/objects/tax/tax-solution/5"
      },
    • "transactionSource": null,
    • "attachment": {
      • "id": "111",
      • "key": "20",
      • "href": "/objects/company-config/attachment/20"
      },
    • "lines": [
      • {
        }
      ],
    • "href": "/objects/cash-management/credit-card-txn/27"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}
Update a credit card transaction
patch/objects/cash-management/credit-card-txn/{key}
Updates an existing credit card transaction by setting field values. Any fields not provided remain unchanged.


For more information, see Edit a credit card transaction in the Sage Intacct Help Center.


SecurityOAuth2 
Request 
path Parameters
key
required
string
System-assigned unique key for the credit card transaction.


 
 Example:  135
Request Body schema: application/json
txnDate
string <date> 
Date of the transaction.


 
 Example:  "2021-11-30"
object
Credit card account used for this transaction.


 
key
string
Unique key for the credit card account.


 
 Example:  "3"
id
string
Unique identifier for the credit card account.


 
 Example:  "amex-card-1"
referenceNumber
string
Reference number for the transaction, such as the transaction number from the credit card statement.


 
 Example:  "Ref--cc12"
payee
string
Name of the payee for the transaction.


 
 Example:  "Vend-1"
description
string
Brief description of the purpose of the transaction.


 
 Example:  "Meals"
object
Supporting document attached to this transaction.


 
key
string
Unique key for the attachment.


 
 Example:  "1"
id
string
Unique identifier for the attachment.


 
 Example:  "1"
object
Currency details for the transaction.


 
baseCurrency
string
The base currency for the entity or company.


 
 Example:  "USD"
txnCurrency
string
For multi-currency companies, the currency in which the transaction was incurred.


 
 Example:  "GBP"
object
Exchange rate used to calculate the base amount for this transaction.


 
date
string <date> 
Date of the exchange rate used to calculate the base amount from the transaction amount.


 
 Example:  "2021-01-23"
rate
number
Exchange rate used to calculate the base amount from the transaction amount.


 
 Example:  1.0789
typeId
string
Exchange rate type used to calculate the base amount from the transaction amount.


 
 Example:  "Intacct Daily Rate"
isInclusiveTax
boolean
 Default:  false
Indicates whether the transaction is tax inclusive.


 
 Example:  true
object
Tax solution used to calculate and capture taxes on this transaction.


 
key
string
Unique key for the tax solution.


 
 Example:  "4"
id
string
Unique identifier for the tax solution.


 
 Example:  "Australia GST"
Array of objects
Line items for the credit card transaction.


 
 Array 
totalTxnAmount
string <decimal-precision-2> 
For multi-currency companies, amount of the line item.


 
 Example:  "100.99"
txnAmount
string <decimal-precision-2> 
For multi-currency companies, the amount of the line item in the transaction currency.


 
 Example:  "2003.00"
description
string
Additional information about the line item.


 
 Example:  "Entertainment charges"
isBillable
boolean
 Default:  false
Indicates whether a line item is billable.


 
 Example:  true
isBilled
boolean
 Default:  false
Indicates whether a line item is already billed.


 
 Example:  false
object
Label for the accounts payable account associated with the line item.


 
object
 
object
Specific tax information that applies to the line item.


 
object
 
object
Base location for the line item in multi-entity companies.


 
Array of objects
Tax Entries of the credit card transaction line item.


 
Responses 
200
OK


400
Bad Request


Request samples 
application/json
{
  • "description": "Travel expenses in December",
  • "attachment": {
    • "id": "travel-receipt"
    },
  • "isInclusiveTax": true,
  • "lines": [
    • {
      • "key": "92",
      • "creditCardTxn": {
        },
      • "description": "Travel expenses - John Smith",
      • "totalTxnAmount": "500.00",
      • "taxEntries": [
        ]
      }
    ]
}
Response samples 
application/json
{
  • "ia::result": {
    • "id": "12",
    • "key": "12",
    • "href": "/objects/cash-management/credit-card-txn/12"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}
Delete a credit card transaction
delete/objects/cash-management/credit-card-txn/{key}
Deletes a credit card transaction.


For more information, see Delete a credit card transaction in the Sage Intacct Help Center.


SecurityOAuth2 
Request 
path Parameters
key
required
string
System-assigned unique key for the credit card transaction.


 
 Example:  135
Responses 
204
No Content


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
    }
}