POST JSON bank_rules file from API.

[Miguel Vargas]

Hello!

I was working with the new SageAPI v3.1 and I noticed that it is not possible to POST json files with bank rules. This is strange, because from the GUI app it is possible.

Kindly,

Miguel

[Steel, Mark]

Hi Miguel,

Thank you for your question. Couls you elaborate on why you would want to POST a transaction with Bank rules please?

The purpose of Bank Rules is to allow transactions on the Bank Feed to be created or allocated with the rules stated. The API misses this step and allows you to create the transactions or allocate them.

There is currently no API that exposes the bank rules.

Kind regards

Mark 

[Miguel Vargas]

Hi Mark.

Thank you for reply this topic.

The idea is to create only the Bank rule from the API, not post a transaction with Bank rules. Because, a bank rule belongs to only one bank account, but you may want to replicate those rules to other bank accounts (This is the reason why in the GUI application it is possible to download bank rules in json format and it is possible to import them into another account. You can even copy them for another client).

Actually, the really powerful idea is to be able to create multiple rules from any programming language and translate them (json) into the application for multiple bank accounts.

I think this would allow teams to automate the processes that have to do with creating bank rules.

Best regards,

Miguel