Create expectations

POST /api/v1/statement-transaction/create-expectations

Bulk action create expectations for incoming statement transactions. Useful when a provider statement has historic transactions which Plannr has not generated the expectations for. The client and policy for this transactions must exist within Plannr.

Headers

application/json

Body Required

statement_transactions array[string] Required

Array of unreconciled statement transactions to bulk create matching expectations.

Responses

POST /api/v1/statement-transaction/create-expectations

curl \
 -X POST https://api.plannrcrm.com/api/v1/statement-transaction/create-expectations \
 -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}" \
 -d '{"statement_transactions":["2d4f992e-dc1d-478e-9118-71ddddfe0ba5","65156cfe-08a0-4a7c-8d7a-3830a6cc85f2"]}'

Request examples

# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "statement_transactions": [
    "2d4f992e-dc1d-478e-9118-71ddddfe0ba5",
    "65156cfe-08a0-4a7c-8d7a-3830a6cc85f2"
  ]
}