Bank Transactions include the Transactional banking data for a specific company and account.
The Bank Transactions Data Model simplifies the management and retrieval of transaction information across different accounting platforms.
- Unified transaction properties: The model consolidates essential transaction details such as transaction date, amount, type, and status, making it easier to work with transaction data from various platforms.
- Linked account and customer data: Transactions are associated with specific accounts and customers through the
customer_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.
|The accounting platforms ID for the transaction|
|Platform ID for the account to which this transaction belongs|
|The platform's ID for the contact to that made the transaction|
|Date of the transaction|
|The total transaction amount|
|The type of the transaction|
|The status of the transaction|
|The ISO-4217 currency code of the transaction|
|Rate between the currency of the payment and the base currency|
|Line Item||Array of Transaction Line items associated with this transaction|
|account||Account||The account to which this transaction belongs|
|contact||Contact||The contact to that made the transaction|
|The date at which the transaction was updated on the accounting platform|
Updated about 2 months ago