Banking & treasuries

Treasuries, balances and bank movements.

MethodPathWhat forParameters
GET/bank-movementsList Bank Movementstreasury_id, status, from_date, to_date, min_amount, max_amount, category_id, search, limit, offset
POST/bank-movementsCreate Bank Movement
DELETE/bank-movements/{movement_id}Delete Bank Movementmovement_id*
GET/bank-movements/{movement_id}Get Bank Movementmovement_id*
GET/bank-movements/exportExport Bank Movementstreasury_id, status, from_date, to_date, min_amount, max_amount, category_id, search, direction, ids, format, columns
GET/bank-movements/import-batchesList Statement Importstreasury_id
DELETE/bank-movements/import-batches/{batch_id}Delete Statement Importbatch_id*
POST/bank-movements/import-csvImport Bank Movements Csv
GET/banking/cashflowCashflowmonths
PATCH/banking/movements/{movement_id}/categorySet Movement Categorymovement_id*
DELETE/reconciliations/{reconciliation_id}Delete Reconciliationreconciliation_id*
POST/reconciliations/against-accountReconcile Against Account
POST/reconciliations/against-documentReconcile Against Document
POST/reconciliations/autoAuto Reconcile Purchases
POST/reconciliations/auto-classifyAuto Classify Movements
POST/reconciliations/fx-settleFx Settle Purchases
GET/treasuriesList Treasurieslimit, offset
POST/treasuriesCreate Treasury
DELETE/treasuries/{treasury_id}Delete Treasurytreasury_id*, cascade
GET/treasuries/{treasury_id}Get Treasurytreasury_id*
PATCH/treasuries/{treasury_id}Update Treasurytreasury_id*

Full detail (parameters, bodies and schemas) lives in OpenAPI/Swagger. Parameters marked * are required.

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