Bank Transactions
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
account_id
andcustomer_id
properties, 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.
Properties Supported
Property | Type | Description |
---|---|---|
platform_id | string | The accounting platforms ID for the transaction |
account_id | string | Platform ID for the account to which this transaction belongs |
contact_id | string | The platform's ID for the contact to that made the transaction |
transaction_date | date | Date of the transaction |
amount | float | The total transaction amount |
type | string | The type of the transaction |
status | string | The status of the transaction |
currency | string | The ISO-4217 currency code of the transaction |
currency_rate | float | Rate between the currency of the payment and the base currency |
line_items | 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 |
updated_at | date | The date at which the transaction was updated on the accounting platform |
Updated about 2 months ago