Tagging Rules

post

https://app.financekey.com/OData/TaggingRules

A Tagging Rule defines the conditions under which a rule should be applied to a Account Transaction Tagging

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Body Params

taggingRuleId

int32

A unique identifier for the Tagging Rule

sequence

int32

When multiple rules apply to a Tagging Rule, the sequence will determine the priority.

credit

boolean

Shows if the tagging rule should be applied to Credit Transactions.

debit

boolean

Shows if the Tagging Rule should be applied to Debit Transactions.

comment

string | null

Miscellaneous notes and information for the entry or record.

name

string

required

length ≥ 1

A identifying name for the Tagging Rule

effectiveDate

date-time

required

The EffectiveDate field in the TaggingRule table represents the date and time when the tagging rule becomes active or takes effect. This datetime2 data type allows for high precision in capturing the moment the rule is applied, ensuring accurate tracking of when specific tagging conditions are valid.

Headers

content-type

string

enum

Defaults to application/json;odata.metadata=minimal;odata.streaming=true

Generated from available request content types

Response

200

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URL

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