Transactions

The Puzzle API enables many common transaction workflows including bulk import and export, management of transaction documents, and categorization.

Workflows

Import Transactions

New Account Setup:

1. Call Create Financial Account to create a new account for the transactions.
2. Set a starting account balance with Create Account Balance.
   • Note that account balances are stored trending towards positive; see the Account Balance Guide.

Existing Accounts:

1. Call Create Transactions with up to 500 transactions per request.
2. Then Create Document Attachment for each transaction document.

Categorize Existing Transactions

1. Get Transactions with the status=NotCategorized filter.
2. Update Transaction with a categorization.
   • Set category to help Puzzle automatically categorize the transaction.

• Or set coaKey using a CoA Key from the Chart of Accounts to assign an exact account.
• Set the vendorId or customerId.
• Set finalize to true to finalize the transaction in the same request.

Manage Transaction Documents

1. Call Get Transaction or Get Transactions to view existing documents.
   • Use the returned downloadInfo.signedUrl to download documents.
2. Use Create Document Attachment to attach a document to a transaction.

Routes

• Create Financial Account
  • Create an account to organize transactions.
• Create Account Balance
  • Create a reference point in time for the account balance.
• Get Transactions
  • Get all transactions with optional filters.
• Get Transaction
  • Get a single transaction.
• Create Transactions
  • Create up to 500 transactions per request.
• Update Transaction
  • Update transaction fields or finalize the transaction.
• Create Document Attachment
  • Attach documents such as receipts to a transaction.