Get all reconciliations on a bank transaction
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
Query parameters
-
filter[uuid] string
Filter by a comma separated list of UUIDs.
-
sort string
Field to sort by. Valid fields are [created_at, updated_at, type, amount]. Negative sign to denote DESC. Defaults to '-created_at'.
-
per_page integer
Number of results to return with pagination (Default 15. Max 500).
GET
/api/v1/bank-transaction/{bankTransaction_uuid}/reconciliations
curl \
-X GET https://api.plannrcrm.com/api/v1/bank-transaction/bankTransaction_uuid/reconciliations \
-H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
-H "Content-Type: application/json" \
-H "Accept: application/json" \
-H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"uuid": "99a73cba-2e65-4a7c-bf92-1dc048449c95",
"amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"account": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "bf37d237-c21d-4fe4-a520-1d086d92db94",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-01-17T11:18:32+00:00",
"first_name": "Gareth",
"updated_at": "2025-01-17T11:18:32+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-01-17T11:18:32+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-01-17T11:18:32+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2025-01-17T11:18:32+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-01-17T11:18:32+00:00"
},
"created_at": "2025-01-17T11:18:32+00:00",
"updated_at": "2025-01-17T11:18:32+00:00",
"bank_transaction": {
"date": "2022-07-15",
"firm": "App\\Http\\Resources\\FirmResource",
"uuid": "50e254c0-75b7-4e85-841c-60f94c4ee117",
"amount": {
"amount": "12399",
"currency": "GBP",
"formatted": "£123.99"
},
"account": "App\\Http\\Resources\\AccountResource",
"filename": "Natwest June 2022 Statement.xlsx",
"metadata": {
"client_name": "Gareth Thompson"
},
"reference": "VitalityLtd",
"statement": "App\\Http\\Resources\\StatementResource",
"created_at": "2025-01-17T11:18:32+00:00",
"updated_at": "2025-01-17T11:18:32+00:00",
"bank_statement": "App\\Http\\Resources\\BankStatementResource"
},
"statement_transaction": {
"date": "2025-01-17",
"firm": "App\\Http\\Resources\\FirmResource",
"uuid": "3481b8fd-5efc-461b-873f-601e1e3c5e56",
"reason": "Reason",
"account": "App\\Http\\Resources\\AccountResource",
"category": "initial_fee",
"metadata": {
"client_name": "Gareth Thompson"
},
"provider": "Aviva",
"statement": "App\\Http\\Resources\\StatementResource",
"created_at": "2025-01-17T11:18:32+00:00",
"net_amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"updated_at": "2025-01-17T11:18:32+00:00",
"client_name": "Gareth Thompson",
"expectation": "App\\Http\\Resources\\ExpectationResource",
"scheme_name": "Scheme name",
"adviser_name": "Adviser name",
"gross_amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"agency_number": "Agency number",
"policy_number": "AVIVA_00001",
"scheme_number": "Scheme number",
"payment_origin": "provider",
"customer_number": "Customer number",
"bank_transactions": "App\\Http\\Resources\\BankTransactionResource",
"product_reference": "Product reference",
"provider_statement": "App\\Http\\Resources\\ProviderStatementResource",
"policy_market_value": "Policy market value",
"sender_id_sib_number": "Sender id sib number",
"transaction_reference": "CuR8ucUOFf"
}
}