autopilot

Confirm Bank Transaction

Record one movement as an incasso, optionally against an invoice (AP-112).

The user's way to write a movement to the ledger. The import records only the certain matches by itself (bank_matching.certain_match); everything else lands here. The matcher ranks and explains; two invoices of the same amount both come back suggested precisely so the question reaches the person who knows the answer. An empty body means standalone income.

The incasso takes the movement's own amount and booked date rather than anything the client sends: the bank is the record of what was received and when, and a body that could restate them would let a typo move the cash-basis estimate away from the statement it is supposed to reconcile with.

409 rather than a second payment when the movement is already confirmed — a double-tap on a slow connection must not double the year's revenue. 422 carries the ledger's own refusal (a debit, an amount outside what an incasso may hold, a booked date in the future).

post/api/autopilot/bank/transactions/{transaction_id}/confirm

Request

  • Base URL: https://api.taxcompass.it (the document declares no server; this is the origin it was published from)
  • URL: https://api.taxcompass.it/api/autopilot/bank/transactions/{transaction_id}/confirm
  • Auth: HTTP bearer

Path parameters

transaction_idstring uuid required

Request body

invoice_idstring uuid nullable

Response

Successful Response

idstring uuid required
booked_datestring date required
amountstring required
side'credit' | 'debit' required
match_status'unmatched' | 'suggested' | 'confirmed' | 'ignored' required
import_batchstring uuid required
incasso_idstring uuid nullable
counterpartystring nullable
causalestring nullable
invoice_idstring uuid nullable
auto_recorded_atstring date-time nullable

Changes

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