Bank Transactions API

Note: This update represents only a portion of the AMS360 23R2 release. Please navigate to AMS360 2023 R2 Release Notes to review other enhancements and fixes that were part of this release.

This release provides new API endpoints for bank transactions.

• PUT /bank-transaction/confirm-match

  • Changes the "Suggested" match for the bank transactions to "Matched" status.

• POST /bank-transaction/delete

  • Deletes "Bank Transactions"

• POST /bank-transaction/details/search

  • Retrieves the given "Bank Transaction Detail" records

    NOTE: This endpoint will not return anything if the logged-in user does not have full access to one of the following authorized items. AUTHITEMID_BANKREC_LINK AUTHITEMID_BANKREC_NEW AUTHITEMID_VIEW_BANK_TRANSACTIONS_ACTION

• POST /bank-transaction/import

  • Imports a bank transaction

• PUT /bank-transaction/match

  • Sets the bank transactions as "Matched" status and its associated entities.

• POST /bank-transaction/search

  • Searches through all "Bank Transaction" records with the given filters.

    NOTE: This endpoint will not return anything if the logged-in user does not have full access to one of the following authorized items. AUTHITEMID_BANKREC_LINK AUTHITEMID_BANKREC_NEW AUTHITEMID_VIEW_BANK_TRANSACTIONS_ACTION

• GET /bank-transaction/total

  • Gets "Bank Transaction Totals"

• PUT /bank-transaction/unmatch

  • Sets bank transactions as "Unmatched" status and clears its associated entities.