Create a new transaction
Creates one or multiple transactions for an entity. Supports both single transactions and batch creation. By default, transactions are created as PENDING (draft) status and must be approved via the /approve endpoint before posting to the ledger.
Simplified API Design:
- Just specify categoryId + bankAccountId: No need to understand accounting debits/credits
- Automatic Accounting: System determines debit/credit based on transaction type and account types
- Batch Support: Create multiple transactions in one request (up to 100)
- Smart Suggestions: If categoryId not provided, AI suggests appropriate category
- Automatic Vendor Creation: Creates vendors from counterpartyName for all transactions
Usage Examples:
- Single Transaction: Pass a single transaction object
- Batch Transactions: Pass an array of transaction objects
- With Category: Specify categoryId for exact categorization
- AI Assisted: Omit categoryId to let AI suggest the category
Headers
Authorization
Bearer authentication of the form Bearer <token>, where token is your auth token.
Query parameters
entityId
The ID of the entity to create the transaction for
Request
This endpoint expects an object or a list of objects.
Request Body 1
OR
Response
Transaction(s) created successfully
Response Body 1
OR
Response Body 2