Create expectations

POST /api/v1/statement-transaction/create-expectations
Personal access token & O auth2

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

  • X-PLANNR-ACCOUNT-UUID string
application/json

Body Required

  • statement_transactions array[string] Required

    Array of unreconciled statement transactions to bulk create matching expectations.

Responses

  • 204 application/json
POST /api/v1/statement-transaction/create-expectations 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/statement-transaction/create-expectations' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"statement_transactions":["acf60774-73e6-47b6-930c-c1d7b6eb8a3d","ba768df2-6f11-4194-9d6e-708cde8a7448"]}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "statement_transactions": [
    "acf60774-73e6-47b6-930c-c1d7b6eb8a3d",
    "ba768df2-6f11-4194-9d6e-708cde8a7448"
  ]
}
Response examples (204) 
{}