Banking

Create or update a statement coverage policy

put/statement-coverage/policies

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/statement-coverage/policies
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Request body

accountIdstring uuid required
bankAccountIdstring uuid nullable
enabledboolean
documentType'bank' | 'card' | 'loan' | 'escrow' | 'other' required
documentLabelstring nullable
reconciliationMethod'transaction_reconciliation' | 'ending_balance_true_up'
cadence'monthly' | 'quarterly' | 'annual' | 'custom' required
cadenceMonthsinteger[] nullable
source'feed_auto' | 'client_sends' | 'firm_login' required
assignedUserIdstring uuid nullable
autoRequestEnabledboolean

Automatically request missing non-Plaid statements after 10 days and every 48 hours while Tally AI is on. Defaults on for new policies; omitted updates preserve the setting.

graceDaysinteger
startYearinteger required
startMonthinteger required
reconciliationStartDatestring date

Exact first date included in regular reconciliation work. The containing month is the first expected statement period.

Response

Saved coverage policy

Changes

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