Procurify · Schema
Transaction
Spend ManagementProcurementPurchase OrdersAccounts PayableVendor ManagementBudget TrackingProcure-to-PayERP Integration
Properties
| Name | Type | Description |
|---|---|---|
| id | integer | |
| note | string | User provided additional text about this transaction |
| vendor | object | |
| currency | string | The currency that this transaction was handled in |
| amount | string | The value in the base unit of currency that this transaction was charged at |
| vendor_currency | string | The currency this transaction was created |
| vendor_amount | string | The value in the base unit of currency that this transaction was charged at by the vendor |
| status | object | * capture: Deducting purchase amount from account balance * precapture: Funds reserved due to card usage * refund: Refunding the purchase amount back to account balance |
| authorization_status | object | * reversed: Previously approved and held funds have been released * pending: Funds have been approved for a transaction and are currently held * closed: Look at `status` for more details, the authoriz |
| authorization_datetime | string | The date that this transaction was initially authorized at |
| transaction_datetime | string | The date that this transaction was captured |
| allocation_datetime | string | The date that this transaction was allocated to a fund |
| card | object | The card this transaction was created with |
| receipt_attachments | array | User provided images of receipts about this transactions |
| fund | object | The fund this transaction is allocated to |
| account | object | The chart-of-accounts entry assigned to this transaction by the cardholder or reconciler/accountant. Null when no account has been assigned. |
| type | object | * spend: A transaction that has occurred on the issuing network * credit: A transaction about allocating fund usage from selecting a fund in Procurify |
| reconciliation_status | object | * pending: Transaction has not yet been reconciled * reviewed: Transaction has been reviewed during reconciliation |
| cardholder | object | |
| linked_authorization | string | Any transactions which share the same linked_authorization value are part of the same lifecycle for a transaction |
| custom_fields | array | A list of any custom fields provided for this transaction |
JSON Schema
{
"$schema": "http://json-schema.org/draft-07/schema#",
"title": "Transaction",
"type": "object",
"properties": {
"id": {
"type": "integer"
},
"note": {
"type": "string",
"description": "User provided additional text about this transaction"
},
"vendor": {
"$ref": "#/components/schemas/TransactionVendor"
},
"currency": {
"type": "string",
"description": "The currency that this transaction was handled in"
},
"amount": {
"type": "string",
"readOnly": true,
"description": "The value in the base unit of currency that this transaction was charged at"
},
"vendor_currency": {
"type": "string",
"description": "The currency this transaction was created"
},
"vendor_amount": {
"type": "string",
"nullable": true,
"readOnly": true,
"description": "The value in the base unit of currency that this transaction was charged at by the vendor"
},
"status": {
"allOf": [
{
"$ref": "#/components/schemas/TransactionStatusEnum"
}
],
"nullable": true,
"readOnly": true,
"description": "\n* capture: Deducting purchase amount from account balance\n* precapture: Funds reserved due to card usage\n* refund: Refunding the purchase amount back to account balance",
"type": "object"
},
"authorization_status": {
"allOf": [
{
"$ref": "#/components/schemas/AuthorizationStatusEnum"
}
],
"nullable": true,
"readOnly": true,
"description": "\n* reversed: Previously approved and held funds have been released\n* pending: Funds have been approved for a transaction and are currently held\n* closed: Look at `status` for more details, the authorization is no longer relevant",
"type": "object"
},
"authorization_datetime": {
"type": "string",
"format": "date-time",
"description": "The date that this transaction was initially authorized at"
},
"transaction_datetime": {
"type": "string",
"format": "date-time",
"description": "The date that this transaction was captured"
},
"allocation_datetime": {
"type": "string",
"format": "date-time",
"description": "The date that this transaction was allocated to a fund"
},
"card": {
"allOf": [
{
"$ref": "#/components/schemas/TransationCard"
}
],
"description": "The card this transaction was created with"
},
"receipt_attachments": {
"type": "array",
"items": {
"type": "string"
},
"readOnly": true,
"description": "User provided images of receipts about this transactions"
},
"fund": {
"allOf": [
{
"$ref": "#/components/schemas/TransactionFund"
}
],
"description": "The fund this transaction is allocated to"
},
"account": {
"allOf": [
{
"$ref": "#/components/schemas/TransactionAccount"
}
],
"nullable": true,
"description": "The chart-of-accounts entry assigned to this transaction by the cardholder or reconciler/accountant. Null when no account has been assigned.",
"type": "object"
},
"type": {
"allOf": [
{
"$ref": "#/components/schemas/TransactionTypeEnum"
}
],
"readOnly": true,
"description": "\n* spend: A transaction that has occurred on the issuing network\n* credit: A transaction about allocating fund usage from selecting a fund in Procurify\n"
},
"reconciliation_status": {
"allOf": [
{
"$ref": "#/components/schemas/ReconciliationStatusEnum"
}
],
"readOnly": true,
"description": "\n* pending: Transaction has not yet been reconciled\n* reviewed: Transaction has been reviewed during reconciliation"
},
"cardholder": {
"$ref": "#/components/schemas/TransactionCardholder"
},
"linked_authorization": {
"type": "string",
"description": "Any transactions which share the same linked_authorization value are part of the same lifecycle for a transaction"
},
"custom_fields": {
"type": "array",
"items": {
"$ref": "#/components/schemas/TransactionCustomField"
},
"description": "A list of any custom fields provided for this transaction"
}
},
"required": [
"account",
"allocation_datetime",
"authorization_datetime",
"card",
"cardholder",
"currency",
"custom_fields",
"fund",
"id",
"linked_authorization",
"note",
"transaction_datetime",
"vendor",
"vendor_currency"
]
}