Bank Reconciliation - Create draft account transactions via API
Bank transaction lines created via API are immediately in AUTHORISED status.
I propose an optional DRAFT status.
A draft transaction is available for reconciliation, but it only becomes authorised at the point that it is reconciled.
This would allow for creating transactions via API but these only actually affecting the company accounts when a human gets in the loop to reconcile it with a real statement line.
Virgil Ierubino
shared this idea
Thanks for raising this Idea with us Virgil. To clarify how an API work, the API integration creates the payments that are applied to invoices or bills which creates the account transaction that matches to the bank statement line to reconcile. You cannot apply a draft payment to an invoice or bill, so a draft account transaction is not possible for the payment process. We will pass your Feedback onto our Product team though, and as always we appreciate our customers input ✨
