- Unified transaction properties: Essential transaction details such as transaction date, amount, type, and status are standardized across different accounting platforms
- Linked account and customer data: Transactions are associated with specific accounts and customers through the
account_idandcontact_idproperties, facilitating easier tracking and reporting - Currency support and exchange rates: The data model includes the transaction currency and exchange rate, enabling accurate representation of multi-currency transactions and conversions
Attributes
Bank Transactions Attributes
| Property | Type | Description |
|---|---|---|
rootfi_id | integer | Unique identifier assigned by Commenda for this bank transaction |
rootfi_created_at | string | Timestamp when this record was created in Commenda’s system (ISO 8601) |
rootfi_updated_at | string | Timestamp when this record was last updated in Commenda’s system (ISO 8601) |
rootfi_integration_type | enum | |
platform_id | string | Unique identifier for this bank transaction in the source accounting platform |
contact_id | string | The contact ID of the bank transaction |
account_id | string | The account ID of the bank transaction |
from_account_id | string | The from account ID of the bank transaction |
to_account_id | string | The to account ID of the bank transaction |
currency_id | enum | ISO 4217 currency code |
amount | double | The total amount of the bank transaction |
type | string | The type of the bank transaction |
debit_or_credit | enum | The type of transaction |
status | string | The status of the bank transaction |
currency_rate | double | The currency rate of the bank transaction |
transaction_date | string | The transaction date of the bank transaction |
updated_at | string | The date and time the bank transaction was last updated |
Debit Or Credit Enum Values
| Value | Description |
|---|---|
CREDIT | Transaction is a credit entry |
DEBIT | Transaction is a debit entry |
UNKNOWN |
Expandable Attributes
Use theexpand query parameter to include related objects:
expand=contact— includes the related Contact object(s).expand=bank_account— includes the related Bank Account object(s).expand=currency— includes the related Currency object(s).
Properties Supported
Fields accepted when creating or updating a record:| Property | Type | Description |
|---|---|---|
platform_id | string | Unique identifier for this bank transaction in the source accounting platform |
contact_id | string | The contact ID of the bank transaction |
account_id | string | The account ID of the bank transaction |
from_account_id | string | The from account ID of the bank transaction |
to_account_id | string | The to account ID of the bank transaction |
currency_id | enum | ISO 4217 currency code |
amount | double | The total amount of the bank transaction |
type | string | The type of the bank transaction |
debit_or_credit | enum | The type of transaction |
status | string | The status of the bank transaction |
currency_rate | double | The currency rate of the bank transaction |
transaction_date | string | The transaction date of the bank transaction |
updated_at | string | The date and time the bank transaction was last updated |