Accountant Portal

Create a merchant rule for this customer

#3039. Accountant login only: the service token is refused. Creates a company rule, which outranks a global rule for the same merchant. glAccountCode must be an active account in this customer's chart (422 otherwise); the rule's account name and type are taken from that account. merchantPattern needs at least 3 characters, cannot contain %, _, a backslash or a control character, and cannot consist only of generic words such as fee or payment (422). A pattern and match field another rule of this customer already has is 409. Rows already categorized are not changed; rows still in needs_review with no category are categorized by it on the next sync, and an exact rule with a Revenue target releases that customer's held Stripe revenue on the next posting attempt. Writes an audit_logs row (entity_type merchant_rule, action create).

post/accountant/companies/{customerId}/merchant-rules

Request

  • Base URL: https://api.medianfi.com/api/v1
  • URL: https://api.medianfi.com/api/v1/accountant/companies/{customerId}/merchant-rules
  • Auth: HTTP bearer

Request body

merchantPatternstring required
matchField'merchant_name' | 'description'
glAccountCodestring required
priorityinteger

Response

The created rule

successboolean
dataobject

Changes

No recorded changes to this operation across all 1 revision of this API.