Transaction import

Mon, 01 Jan 0001 00:00:00 +0000

Api operations involved

In the frondend application the following API operations are involved:

POST /v2/api/batch-importer-config, for creating a new import configuration.
POST /v2/api/batch-importer, for creating a new import job.
GET /v2/api/batch-importer/{slug}/tasks, for fetching the active pending task requiring user interaction.
POST /v2/api/batch-importer/{slug}/tasks, for providing the user input required for the task.

Creating configuration

When calling the POST /v2/api/batch-importer-config API operation, the user must provide the following information:

Account reconciliation

Mon, 01 Jan 0001 00:00:00 +0000

The account reconciliation process is a business process that is responsible for ensuring that the financial records are accurate and up to date. To achieve this, the starting and ending balance for a given year is compared and any discrepancies are resolved.

Api operations involved

In the frontend application the following API operations are involved:

GET /v2/api/accounts/{id}/reconcile, for listing the active reconciling processes for the given account.
POST /v2/api/accounts/{id}/reconcile, for creating a new reconciliation process for the given account.

When creating a new reconciliation, the following command must be used:

Business processes modeled on Pledger.io

Transaction import

Api operations involved

Creating configuration

Account reconciliation

Api operations involved