Transactions

List transactions

Changed on

⚠️ This endpoint is deprecated. Use List transactions from the Company API v2 instead. Your firm token can call it for any company of your firm through the X-Company-Id header. Learn how to use your firm token with the Company API v2.

List transactions

ℹ️ This endpoint requires one of the following scopes: transactions:readonly, transactions:all

get/api/external/firm/v1/companies/{company_id}/transactions

Request

  • Base URL
    https://app.pennylane.com
  • URL
    https://app.pennylane.com/api/external/firm/v1/companies/{company_id}/transactions
  • Auth
    OAuth 2
    Authorization code: https://app.pennylane.com/oauth/authorize
    Token URL: https://app.pennylane.com/oauth/oauth/token scopes: transactions:readonly, transactions:all

Path parameters

company_idinteger required
Example:1

Existing company identifier (id)

Query parameters

cursorstring
Example:dXBkYXRlZF9hdDoxNjc0MTIzNDU2

Cursor for pagination. Use this to fetch the next set of results. The cursor is an opaque string returned in the previous response's metadata. Leave empty for the first request.

limitinteger
Example:20

Number of items to return per request. Defaults to 20 if not specified. Must be between 1 and 100.

filterstring
Example:[{"field": "journal_id", "operator": "eq", "value": "42"}]

You can choose to filter items on specific fields. Available fields and values:

  • id: eq, not_eq, in, not_in
  • bank_account_id: eq, not_eq, in, not_in
  • journal_id: eq, not_eq, in, not_in
  • date: eq, not_eq, gt, lt, lteq, gteq
sortstring
Example:id

You can choose to sort items on specific attributes Sort field may be prefixed with - for descending order. Example : id will sort by ascending order, -id will sort by descending order. Available fields : id

Response

A list of transactions

has_moreboolean required

Indicates whether additional results are available beyond this set. Use this flag to determine if another request is needed.

next_cursorstring nullable required

Cursor to retrieve the next set of results. Include this value in the cursor parameter of your next request to fetch subsequent items. A null next_cursor in the response indicates no further results.

Example response

{
  "has_more": true,
  "next_cursor": "dXBkYXRlZF9hdDoxNjc0MTIzNDU2",
  "items": [
    {
      "id": 42,
      "label": "VIR SEPA MY SUPPLIER SAS",
      "attachment_required": true,
      "date": "2023-08-30",
      "outstanding_balance": "49.3",
      "created_at": "2023-08-30T10:08:08.146343Z",
      "updated_at": "2023-08-30T10:08:08.146343Z",
      "archived_at": "2023-08-30T10:08:08.146343Z",
      "currency_amount": "120.00",
      "amount": "120.00",
      "currency_fee": "120.00",
      "fee": "120.00",
      "journal": {
        "id": 234,
        "url": "https://app.pennylane.com/api/firm/v1/journals/67"
      },
      "bank_account": {
        "id": 53,
        "url": "https://app.pennylane.com/api/firm/v1/bank_accounts/53"
      },
      "pro_account_expense": {
        "employee": {
          "id": 42,
          "first_name": "John",
          "last_name": "Doe"
        },
        "card_masked_number": "123456XXXXXX7890"
      },
      "customer": {
        "id": 42,
        "url": "https://app.pennylane.com/api/firm/v1/customers/42"
      },
      "supplier": {
        "id": 42,
        "url": "https://app.pennylane.com/api/firm/v1/supplier/42"
      },
      "categories": [
        {
          "id": 421,
          "label": "HR - Salaries",
          "weight": "0.25",
          "category_group": {
            "id": 229
          },
          "analytical_code": "CODE123",
          "created_at": "2023-08-30T10:08:08.146343Z",
          "updated_at": "2023-08-30T10:08:08.146343Z"
        }
      ]
    }
  ]
}

Changes

    • warning

      added the new VES enum value to the /// response property for the response status

    • info

      endpoint deprecated