Banking

Finish reconciliation configuration and request statement evaluation

Save selected posted pre-cutoff imported and bank-feed transaction IDs to carry forward. Requires a saved history answer and date. May be saved again until the first reconciliation is completed; cancel an in-progress reconciliation first. Requests evaluation of available statements; Tally AI can automatically start and finish zero-difference periods, oldest first, when enabled and not paused. Otherwise reconciliation remains manual.

post/bank-accounts/{id}/reconciliation-setup

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/bank-accounts/{id}/reconciliation-setup
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Path parameters

idstring uuid required

Bank account UUID

Request body

carryForwardTransactionIdsstring[] required

Response

Configuration saved; statement evaluation requested

Changes

No recorded changes to this operation across all 5 revisions of this API.