POST BankTransaction/Save

Saves the specified Bank Transaction.

Request Information

URI Parameters

None.

Body Parameters

The Bank Transaction.

Name	Type	Additional information	Description
ID	integer	None.
ParentId	integer	None.
Description	string	None.
BankUniqueIdentifier	string	None.
Editable	bool	Read Only / System Generated
SplitTransactions	Collection of Base Bank Transaction	None.
Duplicate	bool	Read Only / System Generated
Matched	bool	Read Only / System Generated
HasAllocations	bool	Read Only / System Generated
ImportTypeId	nullable integer	None.
ImportActionDate	nullable date	None.
HasManualDiscountAllocations	bool	None.
DiscountAllocationChanged	bool	None.
SelectionId	nullable integer	None.
SelectionName	string	None.
Selection_CurrencyId	nullable integer	None.
Selection_ExchangeRate	nullable decimal	None.
SelectionIsObfuscated	bool	None.
$TrackingCode	string	None.
ParentTrackingCode	string	None.
Type	Bank Transaction Type	None.
TaxTypeId	nullable integer	None.
TaxPeriodId	nullable integer	None.
Payee	string	None.
Reconciled	bool	None.
Accepted	bool	None.
AnalysisCategoryId1	nullable integer	None.
AnalysisCategoryId2	nullable integer	None.
AnalysisCategoryId3	nullable integer	None.
BankAccountId	nullable integer	None.
Date	date	None.
Memo	string	None.
DocumentNumber	string	None.
Reference	string	None.
Link_CurrencyId	nullable integer	None.
Link_ExchangeRate	nullable decimal	None.
HasAttachments	nullable bool	Read Only / System Generated
Discount	nullable decimal	None.
DiscountPercentage	nullable decimal	None.
Rounding	nullable decimal	None.
Exclusive	decimal	None.
Tax	decimal	None.
Total	decimal	None.
BankAccount_CurrencyId	nullable integer	None.
BankAccount_ExchangeRate	nullable decimal	None.
PaymentMethodId	nullable integer	None.
StatusId	nullable integer	Read Only / System Generated	This is set by the System and Cannot be set via the API. StatusId is used by Customer Bank Transactions [BankTransactionType 2] (Receipts) when locked for Bad Debt Recoveries. Null or Zero is not set. See for other statuses for Customer Bank Transactions.
BankImportMappingId	nullable integer	None.
$dirty	bool	None.
Locked	bool	Read Only / System Generated
TimeTrackingProjectId	nullable integer	None.
TimeTrackingExpenseId	nullable integer	None.
BillingMethodId	nullable integer	None.
Recharge	nullable decimal	None.
MarkupPercentage	nullable decimal	None.
DocumentHeaderLinkTypeId	nullable integer	None.

Request Formats

application/json, text/json

Sample:

{
  "ID": 2,
  "ParentId": 1,
  "Description": "sample string 4",
  "BankUniqueIdentifier": "sample string 5",
  "Editable": true,
  "SplitTransactions": [],
  "Duplicate": true,
  "Matched": true,
  "HasAllocations": true,
  "ImportTypeId": 1,
  "ImportActionDate": "2025-12-14",
  "HasManualDiscountAllocations": true,
  "DiscountAllocationChanged": true,
  "SelectionId": 1,
  "SelectionName": "sample string 14",
  "Selection_CurrencyId": 1,
  "Selection_ExchangeRate": 1.0,
  "SelectionIsObfuscated": true,
  "$TrackingCode": "sample string 16",
  "ParentTrackingCode": "sample string 17",
  "Type": 1,
  "TaxTypeId": 1,
  "TaxPeriodId": 1,
  "Payee": "sample string 18",
  "Reconciled": true,
  "Accepted": true,
  "AnalysisCategoryId1": 1,
  "AnalysisCategoryId2": 1,
  "AnalysisCategoryId3": 1,
  "BankAccountId": 1,
  "Date": "2025-12-14",
  "Memo": "sample string 23",
  "DocumentNumber": "sample string 24",
  "Reference": "sample string 25",
  "Link_CurrencyId": 1,
  "Link_ExchangeRate": 1.0,
  "HasAttachments": true,
  "Discount": 1.0,
  "DiscountPercentage": 1.1,
  "Rounding": 1.0,
  "Exclusive": 30.0,
  "Tax": 31.0,
  "Total": 32.0,
  "BankAccount_CurrencyId": 1,
  "BankAccount_ExchangeRate": 1.0,
  "PaymentMethodId": 1,
  "StatusId": 1,
  "BankImportMappingId": 1,
  "$dirty": true,
  "Locked": true,
  "TimeTrackingProjectId": 1,
  "TimeTrackingExpenseId": 1,
  "BillingMethodId": 1,
  "Recharge": 1.0,
  "MarkupPercentage": 1.1,
  "DocumentHeaderLinkTypeId": 1
}

Response Information

Resource Description

Base Bank Transaction

Name	Type	Additional information	Description
ID	integer	None.
ParentId	integer	None.
Description	string	None.
BankUniqueIdentifier	string	None.
Editable	bool	Read Only / System Generated
SplitTransactions	Collection of Base Bank Transaction	None.
Duplicate	bool	Read Only / System Generated
Matched	bool	Read Only / System Generated
HasAllocations	bool	Read Only / System Generated
ImportTypeId	nullable integer	None.
ImportActionDate	nullable date	None.
HasManualDiscountAllocations	bool	None.
DiscountAllocationChanged	bool	None.
SelectionId	nullable integer	None.
SelectionName	string	None.
Selection_CurrencyId	nullable integer	None.
Selection_ExchangeRate	nullable decimal	None.
SelectionIsObfuscated	bool	None.
$TrackingCode	string	None.
ParentTrackingCode	string	None.
Type	Bank Transaction Type	None.
TaxTypeId	nullable integer	None.
TaxPeriodId	nullable integer	None.
Payee	string	None.
Reconciled	bool	None.
Accepted	bool	None.
AnalysisCategoryId1	nullable integer	None.
AnalysisCategoryId2	nullable integer	None.
AnalysisCategoryId3	nullable integer	None.
BankAccountId	nullable integer	None.
Date	date	None.
Memo	string	None.
DocumentNumber	string	None.
Reference	string	None.
Link_CurrencyId	nullable integer	None.
Link_ExchangeRate	nullable decimal	None.
HasAttachments	nullable bool	Read Only / System Generated
Discount	nullable decimal	None.
DiscountPercentage	nullable decimal	None.
Rounding	nullable decimal	None.
Exclusive	decimal	None.
Tax	decimal	None.
Total	decimal	None.
BankAccount_CurrencyId	nullable integer	None.
BankAccount_ExchangeRate	nullable decimal	None.
PaymentMethodId	nullable integer	None.
StatusId	nullable integer	Read Only / System Generated	This is set by the System and Cannot be set via the API. StatusId is used by Customer Bank Transactions [BankTransactionType 2] (Receipts) when locked for Bad Debt Recoveries. Null or Zero is not set. See for other statuses for Customer Bank Transactions.
BankImportMappingId	nullable integer	None.
$dirty	bool	None.
Locked	bool	Read Only / System Generated
TimeTrackingProjectId	nullable integer	None.
TimeTrackingExpenseId	nullable integer	None.
BillingMethodId	nullable integer	None.
Recharge	nullable decimal	None.
MarkupPercentage	nullable decimal	None.
DocumentHeaderLinkTypeId	nullable integer	None.

Response Formats

application/json, text/json

Sample:

{
  "ID": 2,
  "ParentId": 1,
  "Description": "sample string 4",
  "BankUniqueIdentifier": "sample string 5",
  "Editable": true,
  "SplitTransactions": [],
  "Duplicate": true,
  "Matched": true,
  "HasAllocations": true,
  "ImportTypeId": 1,
  "ImportActionDate": "2025-12-14",
  "HasManualDiscountAllocations": true,
  "DiscountAllocationChanged": true,
  "SelectionId": 1,
  "SelectionName": "sample string 14",
  "Selection_CurrencyId": 1,
  "Selection_ExchangeRate": 1.0,
  "SelectionIsObfuscated": true,
  "$TrackingCode": "sample string 16",
  "ParentTrackingCode": "sample string 17",
  "Type": 1,
  "TaxTypeId": 1,
  "TaxPeriodId": 1,
  "Payee": "sample string 18",
  "Reconciled": true,
  "Accepted": true,
  "AnalysisCategoryId1": 1,
  "AnalysisCategoryId2": 1,
  "AnalysisCategoryId3": 1,
  "BankAccountId": 1,
  "Date": "2025-12-14",
  "Memo": "sample string 23",
  "DocumentNumber": "sample string 24",
  "Reference": "sample string 25",
  "Link_CurrencyId": 1,
  "Link_ExchangeRate": 1.0,
  "HasAttachments": true,
  "Discount": 1.0,
  "DiscountPercentage": 1.1,
  "Rounding": 1.0,
  "Exclusive": 30.0,
  "Tax": 31.0,
  "Total": 32.0,
  "BankAccount_CurrencyId": 1,
  "BankAccount_ExchangeRate": 1.0,
  "PaymentMethodId": 1,
  "StatusId": 1,
  "BankImportMappingId": 1,
  "$dirty": true,
  "Locked": true,
  "TimeTrackingProjectId": 1,
  "TimeTrackingExpenseId": 1,
  "BillingMethodId": 1,
  "Recharge": 1.0,
  "MarkupPercentage": 1.1,
  "DocumentHeaderLinkTypeId": 1
}