Categorize multiple bank transactions in a single request. Each transaction in the request must include a transaction_id and a categorization object specifying how to categorize it.
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Only populated for transactions that have a finalized category.","required":["id","category","display_name"],"properties":{"id":{"type":"string","format":"uuid","description":"The ID of the Account.","isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.0.id","typeLabel":"string\u003cuuid>"},"category":{"type":"string","description":"The account ID or stable name, whichever is present.","example":"RENT","isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.0.category","typeLabel":"string"},"display_name":{"type":"string","description":"The display name for the account.","example":"Rent","isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.0.display_name","typeLabel":"string"},"stable_name":{"oneOf":[{"type":"string","description":"The stable name for the account.","example":"RENT","uniqueKey":"data.items.[INDEX].category.oneOf.0.stable_name.oneOf.0","typeLabel":"string"},{"type":"null","description":"The stable name for the account.","example":"RENT","uniqueKey":"data.items.[INDEX].category.oneOf.0.stable_name.oneOf.1","typeLabel":"null"}],"uniqueKey":"data.items.[INDEX].category.oneOf.0.stable_name","typeLabel":"string | null"}},"uniqueKey":"data.items.[INDEX].category.oneOf.0","typeLabel":"Account · object"},{"type":"object","title":"Exclusion","description":"The category assigned to the transaction. Only populated for transactions that have a finalized category.","required":["id","category","display_name"],"properties":{"id":{"type":"string","description":"The ID of the exclusion type.","enum":["PERSONAL_EXPENSES","PERSONAL_INFLOWS","DUPLICATE_TRANSACTION","OTHER_EXCLUSION"],"example":"PERSONAL_EXPENSES","isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.1.id","typeLabel":"enum\u003cstring>"},"category":{"type":"string","description":"The category of the exclusion type.","enum":["PERSONAL_EXPENSES","PERSONAL_INFLOWS","DUPLICATE_TRANSACTION","OTHER_EXCLUSION"],"example":"PERSONAL_EXPENSES","isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.1.category","typeLabel":"enum\u003cstring>"},"display_name":{"type":"string","description":"The display name of the exclusion type.","enum":["Personal spending","Personal income sources","Duplicate transaction","Other exclusion"],"example":"Personal spending","isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.1.display_name","typeLabel":"enum\u003cstring>"}},"uniqueKey":"data.items.[INDEX].category.oneOf.1","typeLabel":"Exclusion · object"},{"type":"object","title":"Split","description":"The category assigned to the transaction. Only populated for transactions that have a finalized category.","required":["entries"],"properties":{"entries":{"type":"array","items":{"type":"object","properties":{"amount":{"type":"integer","format":"int64","description":"Amount of the parent transaction for this split entry.","uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].amount","typeLabel":"integer\u003cint64>"},"category":{"oneOf":[{"type":"object","title":"Account","description":"Category for this split entry. May be an account categorization or an exclusion categorization.","required":["id","category","display_name"],"properties":{"id":{"type":"string","format":"uuid","description":"The ID of the Account.","isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].category.oneOf.0.id","typeLabel":"string\u003cuuid>"},"category":{"type":"string","description":"The account ID or stable name, whichever is present.","example":"RENT","isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].category.oneOf.0.category","typeLabel":"string"},"display_name":{"type":"string","description":"The display name for the account.","example":"Rent","isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].category.oneOf.0.display_name","typeLabel":"string"},"stable_name":{"oneOf":[{"type":"string","description":"The stable name for the account.","example":"RENT","uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].category.oneOf.0.stable_name.oneOf.0","typeLabel":"string"},{"type":"null","description":"The stable name for the account.","example":"RENT","uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].category.oneOf.0.stable_name.oneOf.1","typeLabel":"null"}],"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].category.oneOf.0.stable_name","typeLabel":"string | null"}},"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].category.oneOf.0","typeLabel":"Account · object"},{"type":"object","title":"Exclusion","description":"Category for this split entry. May be an account categorization or an exclusion categorization.","required":["id","category","display_name"],"properties":{"id":{"type":"string","description":"The ID of the exclusion type.","enum":["PERSONAL_EXPENSES","PERSONAL_INFLOWS","DUPLICATE_TRANSACTION","OTHER_EXCLUSION"],"example":"PERSONAL_EXPENSES","isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].category.oneOf.1.id","typeLabel":"enum\u003cstring>"},"category":{"type":"string","description":"The category of the exclusion type.","enum":["PERSONAL_EXPENSES","PERSONAL_INFLOWS","DUPLICATE_TRANSACTION","OTHER_EXCLUSION"],"example":"PERSONAL_EXPENSES","isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].category.oneOf.1.category","typeLabel":"enum\u003cstring>"},"display_name":{"type":"string","description":"The display name of the exclusion type.","enum":["Personal spending","Personal income sources","Duplicate transaction","Other exclusion"],"example":"Personal spending","isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].category.oneOf.1.display_name","typeLabel":"enum\u003cstring>"}},"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].category.oneOf.1","typeLabel":"Exclusion · object"}],"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].category","typeLabel":"Account · object | Exclusion · object"},"tax_code":{"oneOf":[{"type":"string","description":"Tax code applied to this split entry. Currently only supported for businesses incorporated in Canada (`country` is `CA`).","uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].tax_code.oneOf.0","typeLabel":"string"},{"type":"null","description":"Tax code applied to this split entry. Currently only supported for businesses incorporated in Canada (`country` is `CA`).","uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].tax_code.oneOf.1","typeLabel":"null"}],"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX].tax_code","typeLabel":"string | null"}},"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries.items.[INDEX]","typeLabel":"object"},"isRequired":true,"uniqueKey":"data.items.[INDEX].category.oneOf.2.entries","typeLabel":"object[]"}},"uniqueKey":"data.items.[INDEX].category.oneOf.2","typeLabel":"Split · object"}],"uniqueKey":"data.items.[INDEX].category","typeLabel":"Account · object | Exclusion · object | Split · object"},"categorization_method":{"type":"string","enum":["SMS","API","LAYER_AUTO","LAYER_MANUAL"],"example":"API","description":"The method used to classify the transaction.","uniqueKey":"data.items.[INDEX].categorization_method","typeLabel":"enum\u003cstring>"},"tax_code":{"oneOf":[{"type":"string","description":"Tax code applied to the transaction's categorization. Currently only supported for businesses incorporated in Canada (`country` is `CA`). See `tax_options` for the codes available for this transaction's date.","example":"GST_PST_BC","uniqueKey":"data.items.[INDEX].tax_code.oneOf.0","typeLabel":"string"},{"type":"null","description":"Tax code applied to the transaction's categorization. Currently only supported for businesses incorporated in Canada (`country` is `CA`). See `tax_options` for the codes available for this transaction's date.","example":"GST_PST_BC","uniqueKey":"data.items.[INDEX].tax_code.oneOf.1","typeLabel":"null"}],"uniqueKey":"data.items.[INDEX].tax_code","typeLabel":"string | null"},"tax_options":{"oneOf":[{"type":"object","description":"Tax codes available for categorizing this transaction, scoped to the business's country and the transaction's date. Currently only populated for businesses incorporated in Canada (`country` is `CA`); `null` otherwise.","properties":{"canada":{"type":"array","items":{"type":"object","description":"A Canada Revenue Agency tax code that can be applied to a transaction's `tax_code` field.","properties":{"code":{"type":"string","description":"The tax code value to send in `tax_code` when categorizing.","example":"GST_PST_BC","isRequired":true,"uniqueKey":"data.items.[INDEX].tax_options.oneOf.0.canada.items.[INDEX].code","typeLabel":"string"},"display_name":{"type":"string","description":"Human-readable, locale-aware name for the tax code.","example":"GST/PST 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null"}},"required":["code","type","rate","recoverable"],"uniqueKey":"data.items.[INDEX].tax_options.oneOf.0.canada.items.[INDEX].components.items.[INDEX]","typeLabel":"object"},"isRequired":true,"uniqueKey":"data.items.[INDEX].tax_options.oneOf.0.canada.items.[INDEX].components","typeLabel":"object[]"},"province":{"oneOf":[{"type":"string","description":"The Canadian province this tax code applies to, if province-specific.","enum":["ALBERTA","BRITISH_COLUMBIA","MANITOBA","NEW_BRUNSWICK","NEWFOUNDLAND_AND_LABRADOR","NORTHWEST_TERRITORIES","NOVA_SCOTIA","NUNAVUT","ONTARIO","PRINCE_EDWARD_ISLAND","QUEBEC","SASKATCHEWAN","YUKON"],"example":"BRITISH_COLUMBIA","uniqueKey":"data.items.[INDEX].tax_options.oneOf.0.canada.items.[INDEX].province.oneOf.0","typeLabel":"enum\u003cstring>"},{"type":"null","description":"The Canadian province this tax code applies to, if province-specific.","enum":["ALBERTA","BRITISH_COLUMBIA","MANITOBA","NEW_BRUNSWICK","NEWFOUNDLAND_AND_LABRADOR","NORTHWEST_TERRITORIES","NOVA_SCOTIA","NUNAVUT","ONTARIO","PRINCE_EDWARD_ISLAND","QUEBEC","SASKATCHEWAN","YUKON"],"example":"BRITISH_COLUMBIA","uniqueKey":"data.items.[INDEX].tax_options.oneOf.0.canada.items.[INDEX].province.oneOf.1","typeLabel":"null"}],"uniqueKey":"data.items.[INDEX].tax_options.oneOf.0.canada.items.[INDEX].province","typeLabel":"enum\u003cstring> | null"},"effective_from":{"oneOf":[{"type":"string","format":"date","description":"Date this tax code became effective. `null` if there is no lower bound.","uniqueKey":"data.items.[INDEX].tax_options.oneOf.0.canada.items.[INDEX].effective_from.oneOf.0","typeLabel":"string\u003cdate>"},{"type":"null","format":"date","description":"Date this tax code became effective. `null` if there is no lower 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null"}},"required":["code","display_name","type","total_rate","components"],"uniqueKey":"data.items.[INDEX].tax_options.oneOf.0.canada.items.[INDEX]","typeLabel":"object"},"isRequired":true,"uniqueKey":"data.items.[INDEX].tax_options.oneOf.0.canada","typeLabel":"object[]"}},"required":["canada"],"uniqueKey":"data.items.[INDEX].tax_options.oneOf.0","typeLabel":"object"},{"type":"null","description":"Tax codes available for categorizing this transaction, scoped to the business's country and the transaction's date. Currently only populated for businesses incorporated in Canada (`country` is `CA`); `null` otherwise.","properties":{"canada":{"type":"array","items":{"type":"object","description":"A Canada Revenue Agency tax code that can be applied to a transaction's `tax_code` field.","properties":{"code":{"type":"string","description":"The tax code value to send in `tax_code` when categorizing.","example":"GST_PST_BC"},"display_name":{"type":"string","description":"Human-readable, locale-aware name for the tax code.","example":"GST/PST BC"},"type":{"type":"string","enum":["TAXABLE","EXEMPT","ZERO_RATED","OUT_OF_SCOPE"],"example":"TAXABLE"},"province":{"oneOf":[{"type":"string","description":"The Canadian province this tax code applies to, if 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territory.","enum":["ALBERTA","BRITISH_COLUMBIA","MANITOBA","NEW_BRUNSWICK","NEWFOUNDLAND_AND_LABRADOR","NORTHWEST_TERRITORIES","NOVA_SCOTIA","NUNAVUT","ONTARIO","PRINCE_EDWARD_ISLAND","QUEBEC","SASKATCHEWAN","YUKON"],"example":"BRITISH_COLUMBIA"}]},"rate":{"type":"string","description":"Rate for this component, as a percentage.","example":"7.000"},"recoverable":{"type":"boolean","description":"Whether this tax component is recoverable (e.g. as an input tax credit)."}},"required":["code","type","rate","recoverable"]}}},"required":["code","display_name","type","total_rate","components"]}}},"required":["canada"],"uniqueKey":"data.items.[INDEX].tax_options.oneOf.1","typeLabel":"null"}],"uniqueKey":"data.items.[INDEX].tax_options","typeLabel":"object | null"},"projected_income_category":{"type":"string","enum":["REVENUE","EXPENSE","EXCLUDE"],"example":"REVENUE","uniqueKey":"data.items.[INDEX].projected_income_category","typeLabel":"enum\u003cstring>"},"suggested_matches":{"type":"array","items":{"type":"object","properties":{"id":{"type":"string","format":"uuid","description":"Layer's identifier for the suggested match.","uniqueKey":"data.items.[INDEX].suggested_matches.items.[INDEX].id","typeLabel":"string\u003cuuid>"},"matchType":{"type":"string","enum":["TRANSFER","INVOICE_PAYMENT","PAYOUT"],"example":"TRANSFER","description":"Type of the matched object.","uniqueKey":"data.items.[INDEX].suggested_matches.items.[INDEX].matchType","typeLabel":"enum\u003cstring>"},"details":{"type":"object","required":["id","amount","date"],"properties":{"id":{"type":"string","format":"uuid","description":"Layer's ID for the 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/v1/businesses/{businessId}/invoices/customer-credits/{customerCreditId}","title":"Fetch customer credit","href":"/api-reference/v1/fetch-customer-credit"},{"openapi":"patch /v1/businesses/{businessId}/invoices/customer-credits/{customerCreditId}","title":"Update customer credit","href":"/api-reference/v1/update-customer-credit"},{"openapi":"delete /v1/businesses/{businessId}/invoices/customer-credits/{customerCreditId}","title":"Delete customer credit","href":"/api-reference/v1/delete-customer-credit"}]},{"group":"A/R Reports","pages":[{"openapi":"get /v1/businesses/{businessId}/invoices/ar-aging","title":"Fetch AR aging report","href":"/api-reference/v1/fetch-ar-aging-report"},{"openapi":"get /v1/businesses/{businessId}/invoices/ar-aging/customer/{customerId}","title":"Fetch AR aging detail for a customer","href":"/api-reference/v1/fetch-ar-aging-detail-for-a-customer"}]}]},{"group":"Accounts Payable","pages":[{"group":"Vendors","pages":[{"title":"Vendor 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/v1/businesses/{businessId}/bills/bill-payments/{paymentId}/delete","title":"Delete bill payment","href":"/api-reference/v1/delete-bill-payment"}]},{"group":"Vendor Credits","pages":[{"title":"Vendor credit object","href":"/api-reference/vendor-credits/vendor-credit"},{"openapi":"get /v1/businesses/{businessId}/bills/vendor-credits","title":"List vendor credits","href":"/api-reference/v1/list-vendor-credits"},{"openapi":"post /v1/businesses/{businessId}/bills/vendor-credits","title":"Create vendor credit","href":"/api-reference/v1/create-vendor-credit"},{"openapi":"get /v1/businesses/{businessId}/bills/vendor-credits/{vendorCreditId}","title":"Fetch vendor credit","href":"/api-reference/v1/fetch-vendor-credit"},{"openapi":"patch /v1/businesses/{businessId}/bills/vendor-credits/{vendorCreditId}","title":"Update vendor credit","href":"/api-reference/v1/update-vendor-credit"},{"openapi":"delete /v1/businesses/{businessId}/bills/vendor-credits/{vendorCreditId}","title":"Delete vendor 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/v1/businesses/{businessId}/bills/refunds/{refundId}","title":"Delete vendor refund","href":"/api-reference/v1/vendor-refunds/delete-vendor-refund"},{"openapi":"get /v1/businesses/{businessId}/bills/refunds/payments","title":"List vendor refund payments","href":"/api-reference/v1/vendor-refunds/list-vendor-refund-payments"},{"openapi":"get /v1/businesses/{businessId}/bills/refunds/{refundId}/payments","title":"List payments for vendor refund","href":"/api-reference/v1/vendor-refunds/list-vendor-refund-payments-for-refund"},{"openapi":"post /v1/businesses/{businessId}/bills/refunds/{refundId}/payments","title":"Create vendor refund payment","href":"/api-reference/v1/vendor-refunds/create-vendor-refund-payment"},{"openapi":"get /v1/businesses/{businessId}/bills/refunds/{refundId}/payments/{paymentId}","title":"Fetch vendor refund payment","href":"/api-reference/v1/vendor-refunds/fetch-vendor-refund-payment"},{"openapi":"delete /v1/businesses/{businessId}/bills/refunds/{refundId}/payments/{paymentId}","title":"Delete vendor refund payment","href":"/api-reference/v1/vendor-refunds/delete-vendor-refund-payment"}]},{"group":"Vendor Payouts","pages":[{"title":"Vendor Payout object","href":"/api-reference/vendor-payouts/vendor-payout"},{"openapi":"get /v1/businesses/{businessId}/vendor-payouts","title":"List vendor payouts","href":"/api-reference/v1/list-vendor-payouts"},{"openapi":"post /v1/businesses/{businessId}/vendor-payouts","title":"Create vendor payout","href":"/api-reference/v1/create-vendor-payout"},{"openapi":"get /v1/businesses/{businessId}/vendor-payouts/{payoutId}","title":"Fetch vendor payout","href":"/api-reference/v1/fetch-vendor-payout"},{"openapi":"put /v1/businesses/{businessId}/vendor-payouts/{payoutId}","title":"Update vendor payout","href":"/api-reference/v1/update-vendor-payout"},{"openapi":"delete /v1/businesses/{businessId}/vendor-payouts/{payoutId}","title":"Delete vendor 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/v1/businesses/{businessId}/custom-accounts/{customAccountId}/transactions/{transactionId}/record","title":"Update recorded transaction","href":"/api-reference/openapi-generated-schemas/update-recorded-transaction"},{"openapi":"patch /v1/businesses/{businessId}/custom-accounts/{customAccountId}/transactions/{transactionId}","title":"Update custom account transaction","href":"/api-reference/openapi-generated-schemas/update-custom-account-transaction"},{"openapi":"get /v1/businesses/{businessId}/bank-transactions/{bankTransactionId}","title":"Fetch bank transaction","href":"/api-reference/v1/fetch-bank-transaction"},{"openapi":"get /v1/businesses/{businessId}/bank-transactions","title":"List bank transactions","href":"/api-reference/v1/list-bank-transactions"},{"openapi":"put /v1/businesses/{businessId}/bank-transactions/{transactionId}/categorize","title":"Categorize bank transaction","href":"/api-reference/v1/categorize-bank-transaction"},{"openapi":"put /v1/businesses/{businessId}/bank-transactions/{transactionId}/uncategorize","title":"Uncategorize bank transaction","href":"/api-reference/v1/uncategorize-bank-transaction"},{"openapi":"put /v1/businesses/{businessId}/bank-transactions/{transactionId}/match","title":"Match bank transaction","href":"/api-reference/v1/match-bank-transaction"},{"openapi":"post /v1/businesses/{businessId}/bank-transactions/bulk-match","title":"Bulk match","href":"/api-reference/v1/bulk-match"},{"openapi":"post /v1/businesses/{businessId}/bank-transactions/bulk-match-or-categorize","title":"Bulk match or categorize","description":"Match and/or categorize multiple bank transactions in a single request.","href":"/api-reference/v1/bulk-match-or-categorize"},{"openapi":"post /v1/businesses/{businessId}/bank-transactions/bulk-categorize","title":"Bulk categorize transactions","href":"/api-reference/v1/bulk-categorize-bank-transactions"},{"openapi":"post /v1/businesses/{businessId}/bank-transactions/bulk-uncategorize","title":"Bulk uncategorize transactions","description":"Remove categorization from multiple bank transactions in a single request.","href":"/api-reference/v1/bulk-uncategorize-bank-transactions"},{"openapi":"get /v1/businesses/{businessId}/categories","title":"Fetch transaction categories","href":"/api-reference/v1/fetch-transaction-categories"},{"openapi":"put /v1/businesses/{businessId}/bank-transactions/{transactionId}/metadata","title":"Update transaction metadata","href":"/api-reference/v1/update-transaction-metadata"},{"openapi":"patch /v1/businesses/{businessId}/bank-transactions/{transactionId}/metadata","title":"Patch transaction metadata","href":"/api-reference/v1/patch-transaction-metadata"},{"group":"Exports","pages":[{"title":"Download Transactions CSV","api":"GET https://sandbox.layerfi.com/v1/businesses/{business_id}/reports/transactions/exports/csv","href":"/api-reference/bank-transaction/download-csv"},{"openapi":"get /v1/businesses/{businessId}/reports/transactions/exports/csv","title":"Export transactions as CSV","href":"/api-reference/v1/export-transactions-as-csv"},{"openapi":"get /v1/businesses/{businessId}/reports/transactions/exports/excel","title":"Export transactions as Excel","href":"/api-reference/v1/export-transactions-as-excel"}]},{"group":"Receipts","pages":[{"openapi":"post /v1/businesses/{businessId}/bank-transactions/{transactionId}/documents","title":"Upload transaction document","href":"/api-reference/v1/upload-transaction-document"},{"openapi":"get /v1/businesses/{businessId}/bank-transactions/{transactionId}/documents/{documentId}","title":"Fetch transaction document","href":"/api-reference/v1/fetch-transaction-document"},{"openapi":"get /v1/businesses/{businessId}/bank-transactions/{transactionId}/documents","title":"List transaction documents","href":"/api-reference/v1/list-transaction-documents"},{"openapi":"post /v1/businesses/{businessId}/bank-transactions/{transactionId}/documents/{documentId}/archive","title":"Archive document","href":"/api-reference/v1/archive-document"},{"openapi":"put /v1/businesses/{businessId}/bank-transactions/{transactionId}/metadata","title":"Update transaction metadata","href":"/api-reference/v1/update-transaction-metadata"},{"openapi":"patch /v1/businesses/{businessId}/bank-transactions/{transactionId}/metadata","title":"Patch transaction metadata","href":"/api-reference/v1/patch-transaction-metadata"}]},{"group":"Categorization Rules","pages":[{"openapi":"get /v1/businesses/{businessId}/categorization-rules","title":"List categorization rules","href":"/api-reference/v1/categorization-rules/list-categorization-rules"},{"openapi":"post /v1/businesses/{businessId}/categorization-rules","title":"Create categorization rule","href":"/api-reference/v1/categorization-rules/create-categorization-rule"},{"openapi":"get /v1/businesses/{businessId}/categorization-rules/{categorizationRuleId}","title":"Get categorization rule","href":"/api-reference/v1/categorization-rules/get-categorization-rule"},{"openapi":"put /v1/businesses/{businessId}/categorization-rules/{categorizationRuleId}","title":"Update categorization rule","href":"/api-reference/v1/categorization-rules/update-categorization-rule"},{"openapi":"post /v1/businesses/{businessId}/categorization-rules/{categorizationRuleId}/archive","title":"Archive categorization rule","href":"/api-reference/v1/categorization-rules/archive-categorization-rule"},{"openapi":"get /v1/businesses/{businessId}/categorization-rules/suggestions","title":"List suggested categorization rules","href":"/api-reference/v1/categorization-rules/list-suggested-categorization-rules"},{"openapi":"get /v1/businesses/{businessId}/categorization-rules/suggestions/{suggestionId}","title":"Get suggested categorization rule","href":"/api-reference/v1/categorization-rules/get-suggested-categorization-rule"},{"openapi":"patch /v1/businesses/{businessId}/categorization-rules/suggestions/{suggestionId}","title":"Update suggested categorization rule","href":"/api-reference/v1/categorization-rules/update-suggested-categorization-rule"},{"openapi":"delete /v1/businesses/{businessId}/categorization-rules/suggestions/{suggestionId}","title":"Reject suggested categorization rule","href":"/api-reference/v1/categorization-rules/reject-suggested-categorization-rule"}]}]},{"group":"General Ledger","pages":[{"title":"Account Identifier","href":"/api-reference/ledger/account-identifier"},{"title":"Required vs. Optional Template Accounts","href":"/api-reference/ledger/required-vs-optional-template-accounts"},{"title":"Chart of Accounts object","href":"/api-reference/ledger/chart"},{"openapi":"get /v1/businesses/{businessId}/ledger/chart","title":"Get chart of accounts","href":"/api-reference/v1/get-chart-of-accounts"},{"openapi":"get /v1/businesses/{businessId}/ledger/balances","title":"Get ledger balances","href":"/api-reference/v1/get-ledger-balances"},{"openapi":"get /v1/businesses/{businessId}/ledger/balances/exports/csv","title":"Export ledger balances to CSV","href":"/api-reference/v1/export-ledger-balances-csv"},{"group":"Accounts","pages":[{"openapi":"post /v1/businesses/{businessId}/ledger/accounts","title":"Create ledger account","href":"/api-reference/v1/create-ledger-account"},{"openapi":"put /v1/businesses/{businessId}/ledger/accounts/{accountId}","title":"Update ledger account","href":"/api-reference/v1/update-ledger-account"},{"openapi":"patch /v1/businesses/{businessId}/ledger/accounts/{accountId}","title":"Patch update ledger account","href":"/api-reference/v1/patch-update-ledger-account"},{"openapi":"get /v1/businesses/{businessId}/ledger/accounts/{accountId}","title":"Get ledger account","href":"/api-reference/v1/get-ledger-account"},{"openapi":"get /v1/businesses/{businessId}/ledger/accounts/{accountId}/lines","title":"Get account line items","href":"/api-reference/v1/get-account-line-items"},{"openapi":"get /v1/businesses/{businessId}/ledger/accounts","title":"List ledger accounts","href":"/api-reference/v1/list-ledger-accounts"},{"openapi":"delete /v1/businesses/{businessId}/ledger/accounts/{accountId}","title":"Delete ledger account","href":"/api-reference/v1/delete-ledger-account"},{"openapi":"post /v1/businesses/{businessId}/ledger/accounts/{accountId}/create-child-account","title":"Create child ledger account","href":"/api-reference/v1/create-child-ledger-account"},{"group":"Exports","pages":[{"openapi":"get /v1/businesses/{businessId}/ledger/accounts/{accountId}/exports/excel","title":"Export account transactions as Excel","href":"/api-reference/v1/export-account-transactions-as-excel"}]}]},{"group":"Journal Entries","pages":[{"group":"Custom Journal Entries","pages":[{"title":"Custom journal entry object","href":"/api-reference/custom-journal-entries/custom-journal-entry"},{"openapi":"get /v1/businesses/{businessId}/custom-journal-entries/","title":"List custom journal entries","href":"/api-reference/v1/custom-journal-entries/list-custom-journal-entries"},{"openapi":"post /v1/businesses/{businessId}/custom-journal-entries/","title":"Create custom journal entry","href":"/api-reference/v1/custom-journal-entries/create-custom-journal-entry"},{"openapi":"post /v1/businesses/{businessId}/custom-journal-entries/bulk","title":"Create multiple custom journal entries","href":"/api-reference/v1/custom-journal-entries/create-multiple-custom-journal-entries"},{"openapi":"get /v1/businesses/{businessId}/custom-journal-entries/{customJournalEntryId}","title":"Fetch custom journal entry","href":"/api-reference/v1/custom-journal-entries/fetch-custom-journal-entry"},{"openapi":"put /v1/businesses/{businessId}/custom-journal-entries/{customJournalEntryId}","title":"Update custom journal entry","href":"/api-reference/v1/custom-journal-entries/update-custom-journal-entry"},{"openapi":"delete /v1/businesses/{businessId}/custom-journal-entries/{customJournalEntryId}","title":"Reverse custom journal entry","href":"/api-reference/v1/custom-journal-entries/reverse-custom-journal-entry"}]},{"title":"Fetch Journal Entry","api":"GET https://sandbox.layerfi.com/v1/businesses/{business_id}/ledger/entries/{entry_id}","href":"/api-reference/ledger/entries/get-journal-entry"},{"openapi":"get /v1/businesses/{businessId}/ledger/entries","title":"List ledger entries","href":"/api-reference/v1/list-ledger-entries"},{"openapi":"get /v1/businesses/{businessId}/ledger/entries/exports/csv","title":"Export ledger entries to 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/v1/businesses/{businessId}/tags/values","title":"List tag values","href":"/api-reference/v1/list-tag-value"},{"openapi":"post /v1/businesses/{businessId}/tags/dimensions/{dimensionId}/values","title":"Create tag value","href":"/api-reference/v1/create-tag-value"},{"openapi":"patch /v1/businesses/{businessId}/tags/dimensions/{dimensionId}/values/{valueId}","title":"Update tag value","href":"/api-reference/v1/update-tag-value"}]}]},{"group":"Mileage Tracking","pages":[{"group":"Vehicles","pages":[{"openapi":"get /v1/businesses/{businessId}/mileage/vehicles","title":"List vehicles","href":"/api-reference/v1/list-vehicles"},{"openapi":"post /v1/businesses/{businessId}/mileage/vehicles","title":"Create vehicle","href":"/api-reference/v1/create-vehicle"},{"openapi":"post /v1/businesses/{businessId}/mileage/vehicles/bulk","title":"Bulk create vehicles","href":"/api-reference/v1/bulk-create-vehicles"},{"openapi":"get /v1/businesses/{businessId}/mileage/vehicles/{vehicleId}","title":"Get vehicle","href":"/api-reference/v1/get-vehicle"},{"openapi":"patch /v1/businesses/{businessId}/mileage/vehicles/{vehicleId}","title":"Update vehicle","href":"/api-reference/v1/update-vehicle"},{"openapi":"post /v1/businesses/{businessId}/mileage/vehicles/{vehicleId}/archive","title":"Archive vehicle","href":"/api-reference/v1/archive-vehicle"},{"openapi":"post /v1/businesses/{businessId}/mileage/vehicles/{vehicleId}/reactivate","title":"Reactivate vehicle","href":"/api-reference/v1/reactivate-vehicle"},{"openapi":"delete /v1/businesses/{businessId}/mileage/vehicles/{vehicleId}","title":"Delete vehicle","href":"/api-reference/v1/delete-vehicle"}]},{"group":"Trips","pages":[{"openapi":"get /v1/businesses/{businessId}/mileage/trips","title":"List trips","href":"/api-reference/v1/list-trips"},{"openapi":"post /v1/businesses/{businessId}/mileage/trips","title":"Create trip","href":"/api-reference/v1/create-trip"},{"openapi":"post /v1/businesses/{businessId}/mileage/trips/bulk","title":"Bulk 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/v1/businesses/{businessId}/time-tracking/time-entries","title":"Create time entry","href":"/api-reference/v1/time-tracking/create-time-entry"},{"openapi":"post /v1/businesses/{businessId}/time-tracking/time-entries/bulk","title":"Bulk create time entries","href":"/api-reference/v1/time-tracking/bulk-create-time-entries"},{"openapi":"get /v1/businesses/{businessId}/time-tracking/time-entries/{timeEntryId}","title":"Get time entry","href":"/api-reference/v1/time-tracking/get-time-entry"},{"openapi":"patch /v1/businesses/{businessId}/time-tracking/time-entries/{timeEntryId}","title":"Update time entry","href":"/api-reference/v1/time-tracking/update-time-entry"}]},{"group":"Reports","pages":[{"openapi":"get /v1/businesses/{businessId}/time-tracking/time-entries/summary","title":"Get time entry summary","href":"/api-reference/v1/time-tracking/get-time-entry-summary"},{"openapi":"get /v1/businesses/{businessId}/time-tracking/invoice-preview","title":"Preview invoice from time 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/v1/businesses/{businessId}/loans/{loanId}/proceeds","title":"Create a loan proceed","href":"/api-reference/v1/loans/create-loan-proceed"},{"openapi":"get /v1/businesses/{businessId}/loans/{loanId}/proceeds/{proceedId}","title":"Fetch a loan proceed","href":"/api-reference/v1/loans/fetch-loan-proceed"},{"openapi":"patch /v1/businesses/{businessId}/loans/{loanId}/proceeds/{proceedId}","title":"Update a loan proceed","href":"/api-reference/v1/loans/update-loan-proceed"},{"openapi":"delete /v1/businesses/{businessId}/loans/{loanId}/proceeds/{proceedId}","title":"Archive a loan proceed","href":"/api-reference/v1/loans/archive-loan-proceed"}]},{"group":"Loan Payments","pages":[{"openapi":"get /v1/businesses/{businessId}/loans/payments","title":"List loan payments","href":"/api-reference/v1/loans/list-loan-payments"},{"openapi":"post /v1/businesses/{businessId}/loans/payments","title":"Create a loan payment","href":"/api-reference/v1/loans/create-loan-payment"},{"openapi":"post /v1/businesses/{businessId}/loans/{loanId}/payments/bulk","title":"Bulk create loan payments","href":"/api-reference/v1/loans/bulk-create-loan-payments"},{"openapi":"get /v1/businesses/{businessId}/loans/payments/{paymentId}","title":"Fetch a loan payment","href":"/api-reference/v1/loans/fetch-loan-payment"},{"openapi":"patch /v1/businesses/{businessId}/loans/payments/{paymentId}","title":"Update a loan payment","href":"/api-reference/v1/loans/update-loan-payment"},{"openapi":"delete /v1/businesses/{businessId}/loans/payments/{paymentId}","title":"Archive a loan payment","href":"/api-reference/v1/loans/archive-loan-payment"},{"openapi":"get /v1/businesses/{businessId}/loans/{loanId}/payments","title":"List payments for a loan","href":"/api-reference/v1/loans/list-payments-for-loan"}]}]},{"group":"Assets","pages":[{"title":"Asset object","href":"/api-reference/asset/asset"},{"openapi":"get /v1/businesses/{businessId}/assets","title":"List 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/v1/businesses/{businessId}/assets/value-updates/{valueUpdateId}","title":"Fetch an asset value update","href":"/api-reference/v1/assets/fetch-asset-value-update"},{"openapi":"patch /v1/businesses/{businessId}/assets/value-updates/{valueUpdateId}","title":"Update an asset value update","href":"/api-reference/v1/assets/update-asset-value-update"},{"openapi":"delete /v1/businesses/{businessId}/assets/value-updates/{valueUpdateId}","title":"Archive an asset value update","href":"/api-reference/v1/assets/archive-asset-value-update"},{"openapi":"get /v1/businesses/{businessId}/assets/{assetId}/value-updates","title":"List value updates for an asset","href":"/api-reference/v1/assets/list-value-updates-for-asset"}]}]}]},{"group":"Accounting Reports","pages":[{"group":"Profit and Loss","pages":[{"title":"Profit and Loss object","href":"/api-reference/reports/pnl/pnl"},{"title":"Profit and Loss Details object","href":"/api-reference/reports/pnl/pnl-details"},{"title":"Retrieve a Profit and 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/v1/businesses/{businessId}/reports/profit-and-loss-comparison","title":"Create P\u0026L comparisons","href":"/api-reference/v1/create-p\u0026l-comparisons"},{"group":"Exports","pages":[{"openapi":"get /v1/businesses/{businessId}/reports/profit-and-loss/exports/csv","title":"Export P\u0026L as CSV","href":"/api-reference/v1/export-p\u0026l-as-csv"},{"openapi":"get /v1/businesses/{businessId}/reports/profit-and-loss/exports/excel","title":"Export P\u0026L as Excel","href":"/api-reference/v1/export-p\u0026l-as-excel"},{"openapi":"get /v1/businesses/{businessId}/reports/profit-and-loss/lines/exports/excel","title":"Export P\u0026L line items as Excel","href":"/api-reference/v1/export-p\u0026l-line-items-as-excel"},{"openapi":"get /v1/businesses/{businessId}/reports/profit-and-loss/exports/month-over-month","title":"Export month-over-month P\u0026L","href":"/api-reference/v1/export-month-over-month-p\u0026l"},{"openapi":"post /v1/businesses/{businessId}/reports/profit-and-loss/exports/comparison-csv","title":"Export P\u0026L comparison as CSV","href":"/api-reference/v1/export-p\u0026l-comparison-as-csv"}]}]},{"group":"Balance Sheet","pages":[{"title":"Balance Sheet object","href":"/api-reference/reports/balance-sheet/balance-sheet"},{"title":"Retrieve a Balance Sheet","api":"GET https://sandbox.layerfi.com/v1/businesses/{business_id}/reports/balance-sheet","href":"/api-reference/reports/balance-sheet/get-balance-sheet"},{"openapi":"get /v1/businesses/{businessId}/reports/balance-sheet","title":"Fetch balance sheet","href":"/api-reference/v1/fetch-balance-sheet"},{"group":"Exports","pages":[{"openapi":"get /v1/businesses/{businessId}/reports/balance-sheet/exports/csv","title":"Export balance sheet as CSV","href":"/api-reference/v1/export-balance-sheet-as-csv"},{"openapi":"get /v1/businesses/{businessId}/reports/balance-sheet/exports/excel","title":"Export balance sheet as Excel","href":"/api-reference/v1/export-balance-sheet-as-excel"}]}]},{"group":"Cash Flow Statement","pages":[{"title":"Cash Flow Statement object","href":"/api-reference/reports/cash-flow-statement/cash-flow-statement"},{"title":"Retrieve a Cash Flow Statement","api":"GET https://sandbox.layerfi.com/v1/businesses/{business_id}/reports/cash-flow-statement","href":"/api-reference/reports/cash-flow-statement/get-cash-flow-statement"},{"openapi":"get /v1/businesses/{businessId}/reports/cashflow-statement","title":"Fetch cashflow statement","href":"/api-reference/v1/fetch-cashflow-statement"},{"group":"Exports","pages":[{"openapi":"get /v1/businesses/{businessId}/reports/cashflow-statement/exports/csv","title":"Export cashflow statement as CSV","href":"/api-reference/v1/export-cashflow-statement-as-csv"}]}]},{"group":"AR Aging","pages":[{"openapi":"get /v1/businesses/{businessId}/invoices/ar-aging","title":"Fetch AR aging 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/v1/businesses/{businessId}/reports/tax-packets","title":"List tax packets","href":"/api-reference/v1/list-tax-packets"}]}]},{"group":"Tax Estimates","pages":[{"title":"Overview","href":"/api-reference/v1/tax-estimates/overview"},{"openapi":"get /v1/businesses/{businessId}/tax-estimates/summary","title":"Get tax summary","href":"/api-reference/v1/tax-estimates/get-tax-summary"},{"openapi":"get /v1/businesses/{businessId}/tax-estimates/overview","title":"Get tax overview","href":"/api-reference/v1/tax-estimates/get-tax-overview"},{"openapi":"get /v1/businesses/{businessId}/tax-estimates/details","title":"Get tax details","href":"/api-reference/v1/tax-estimates/get-tax-details"},{"openapi":"get /v1/businesses/{businessId}/tax-estimates/checklist","title":"Get tax checklist","href":"/api-reference/v1/tax-estimates/get-tax-checklist"},{"openapi":"get /v1/businesses/{businessId}/tax-estimates/payments","title":"Get tax 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