Lançamentos e conciliação

O lado realizado: os lançamentos de cada conta, as transferências entre contas, a conciliação de títulos com lançamentos e os comprovantes de pagamento.

Famílias nesta página

Família	Tools	read	write	destructive
financial_transactions — Lançamentos	7	4	2	1
transfers — Transferências	2	1	0	1
reconciliations — Conciliações	3	1	0	2
receipts — Comprovantes	2	2	0	0

financial_transactions

Tool	Tipo	Permissão	Endpoint	O que faz
finance_financial_transactions_list	read	transactions.list	GET /v1/financial-transactions	List financial transactions (lançamentos — what actually moved in an account), cursor-paginated.
finance_financial_transactions_get	read	transactions.show	GET /v1/financial-transactions/{id}	Fetch one financial transaction.
finance_financial_transactions_aggregates	read	transactions.list	GET /v1/financial-transactions/aggregates	Credit, debit and net totals of realised transactions (forecasts excluded) for a period (month+year or start_date+end_date) and optionally one company.
finance_financial_transactions_ids	read	transactions.list	GET /v1/financial-transactions/ids	The id of every live financial transaction, for reconciling a mirror.
finance_financial_transactions_create	write	transactions.create	POST /v1/financial-transactions	Record a financial transaction (credit or debit) on an account.
finance_financial_transactions_update	write	transactions.update	PATCH /v1/financial-transactions/{id}	Partially update a financial transaction.
finance_financial_transactions_delete	destructive	transactions.delete	DELETE /v1/financial-transactions/{id}	Delete a financial transaction.

transfers

Tool	Tipo	Permissão	Endpoint	O que faz
finance_transfers_create	destructive	transfers.create	POST /v1/transfers	Transfer between two accounts: creates the linked debit/credit pair under one transfer_id.
finance_transfers_get	read	transactions.show	GET /v1/transfers/{transfer_id}	Fetch a transfer: the linked debit and credit transactions.

reconciliations

Tool	Tipo	Permissão	Endpoint	O que faz
finance_reconciliations_create	destructive	reconciliations.create	POST /v1/reconciliations	Reconcile payables/receivables against bank transactions (n:m).
finance_reconciliations_get	read	reconciliations.show	GET /v1/reconciliations/{id}	Fetch a reconciliation: the ids of the titles and transactions it groups.
finance_reconciliations_delete	destructive	reconciliations.delete	DELETE /v1/reconciliations/{id}	Dissolve a manual reconciliation, reverting every title in it to pending.

receipts

Tool	Tipo	Permissão	Endpoint	O que faz
finance_receipts_list	read	receipts.list	GET /v1/receipts	List payment receipts (comprovantes), cursor-paginated.
finance_receipts_get	read	receipts.show	GET /v1/receipts/{id}	Fetch one payment receipt.

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Os campos de cada recurso estão na Referência da API e em finance_schemas_get.

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