Overview

Generate a Postings Report for an Account. Given a set of criteria, the Report will return the list of posted transactions on the Account.

Use cases

  • Produce a list of transactions and related details from a specific Account for analysis.
  • Search for a Posting related to a particular business transaction (e.g. an Invoice of a certain dollar-amount).
  • Pull transaction metadata such as Check Images, Receipts, and Invoices to add business context to a Posting.
Language
Credentials
OAuth2
URL
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