VRPlatformVRPlatform
Transactions

/transactions/{id}

Update a transaction by ID. Locks apply per line: lines whose journal entries are attached to an owner statement or fall into a books-closed month are locked while the remaining lines stay editable. Changing line account, assignment, listing, or reservation context can recompute a default or forced party. See https://docs.vrplatform.app/guides/build/transactions#decision-table. For expense attachments, pass attachmentIds to replace the attached set. Omit attachmentIds to keep current attachments. Attachments are only supported for expense transactions.

Required scope: transactions:write

PUT
/transactions/{id}

Authorization

apiKey
X-API-Key<token>

API key provided in dashboard

In: header

Path Parameters

id*string
Match^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$
Formatuuid

Query Parameters

dryRun?boolean

Validate this request through the real write path, then roll back all changes. See https://docs.vrplatform.app/api/dry-run-mode.

Request Body

application/json

description?string
status?string|null
accountId?string|null

Root bank account; the source account for transfers

contactId?string|null

Transaction contact; required for non-opening-balance expenses

uniqueRef?string|null
isOpeningBalance?boolean
type?string

Public transaction type. Transfers are internal bank-to-bank movements; payouts represent owner or manager distributions.

Value in"deposit" | "expense" | "transfer" | "payout"
date?string
currency?string|null
attachmentIds?|null

Expense attachment IDs returned by POST /transactions/attachments. Only expense transactions support attachments. Omit to leave existing attachments unchanged on update; send an array to replace the attached set.

payment?|null

Expense payment and reconciliation state

connectionId?string|null
sourceId?string|null
recurringTemplateId?string|null
matchBankAccountLast4?string|null
lines?|null
lines_create?|null

Lines to be added (can not be combined with "lines" in the same request)

lines_update?|null

Lines to be updated (can not be combined with "lines" in the same request)

lines_delete?|null

Lines to be deleted (can not be combined with "lines" in the same request)

Response Body

application/json

application/json

application/json

application/json

application/json

application/json

application/json

curl -X PUT "https://api.vrplatform.app/transactions/497f6eca-6276-4993-bfeb-53cbbbba6f08" \  -H "Content-Type: application/json" \  -d '{}'
{
  "description": "string",
  "status": "active",
  "uniqueRef": "string",
  "isOpeningBalance": true,
  "type": "deposit",
  "date": "string",
  "lines": [
    {
      "uniqueRef": "string",
      "description": "string",
      "assignment": "accountsPayable",
      "amount": -9007199254740991,
      "ownerStatementId": "eccddabd-554b-48ab-a66d-28a57ff66fa9",
      "matchReservationConfirmationCode": "string",
      "matchReservationStripeGuestRef": "string",
      "matchReservationProcessorBookingRef": "string",
      "matchLineTypeClassification": "string",
      "id": "string",
      "issues": [
        {
          "code": "unassignedAccount",
          "severity": "error",
          "context": {
            "lineType": "string"
          }
        }
      ],
      "recurringTemplate": {
        "id": "string"
      },
      "total": 0,
      "listing": {
        "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
        "name": "string",
        "uniqueRef": "string",
        "shortRef": "string"
      },
      "reservation": {
        "id": "string",
        "shortRef": "string",
        "confirmationCode": "string",
        "uniqueRef": "string",
        "status": "booked",
        "checkIn": "string",
        "checkOut": "string"
      },
      "account": {
        "id": "string",
        "name": "string",
        "uniqueRef": "string",
        "status": "active"
      },
      "party": "owners",
      "contact": {
        "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
        "name": "string",
        "firstName": "string",
        "uniqueRef": "string",
        "shortRef": "string",
        "email": "user@example.com",
        "type": "owner"
      },
      "matchStatus": "string",
      "appliedAmount": {
        "taxBehavior": "excluded",
        "taxRate": {
          "id": "string",
          "name": "string",
          "basisPoints": 100000
        }
      },
      "markup": {
        "amount": -9007199254740991,
        "taxBehavior": "excluded",
        "taxRate": {
          "id": "string",
          "name": "string",
          "basisPoints": 100000
        }
      },
      "lock": {
        "status": "locked",
        "booksClosed": {
          "date": "string"
        },
        "ownerStatement": {
          "ids": [
            "497f6eca-6276-4993-bfeb-53cbbbba6f08"
          ]
        },
        "reconciled": {
          "bankRecordIds": [
            "497f6eca-6276-4993-bfeb-53cbbbba6f08"
          ]
        },
        "statementPeriod": {
          "hits": [
            {
              "listingId": "8c73d933-f7ed-437e-9da1-caac95adc1ae",
              "txnAt": "string",
              "openFrom": "string"
            }
          ]
        }
      }
    }
  ],
  "attachmentIds": [
    "497f6eca-6276-4993-bfeb-53cbbbba6f08"
  ],
  "recurringTemplateId": "d73afa31-bf14-4baf-aede-be5f4b4ff489",
  "matchBankAccountLast4": "string",
  "id": "string",
  "shortRef": "string",
  "lock": {
    "status": "locked",
    "booksClosed": {
      "date": "string"
    },
    "ownerStatement": {
      "ids": [
        "497f6eca-6276-4993-bfeb-53cbbbba6f08"
      ]
    },
    "reconciled": {
      "bankRecordIds": [
        "497f6eca-6276-4993-bfeb-53cbbbba6f08"
      ]
    },
    "statementPeriod": {
      "hits": [
        {
          "listingId": "8c73d933-f7ed-437e-9da1-caac95adc1ae",
          "txnAt": "string",
          "openFrom": "string"
        }
      ]
    }
  },
  "issues": [
    {
      "code": "line_unassignedAccount",
      "severity": "error",
      "context": {}
    }
  ],
  "currency": "string",
  "amount": -9007199254740991,
  "recurringTemplate": {
    "id": "string"
  },
  "attachments": [
    {
      "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
      "transactionId": "75906707-8c31-479c-b354-aa805c4cefbc",
      "createdAt": "2024-01-15T12:30:00.000+00:00",
      "filename": "string",
      "extension": "string",
      "contentType": "string",
      "byteSize": -9007199254740991,
      "isOwnerAccessible": true
    }
  ],
  "account": {
    "id": "string",
    "name": "string",
    "uniqueRef": "string",
    "status": "active"
  },
  "payment": {
    "bankRecordIds": [
      "string"
    ],
    "status": "unpaid",
    "lock": {
      "status": "locked",
      "booksClosed": {
        "date": "string"
      },
      "ownerStatement": {
        "ids": [
          "497f6eca-6276-4993-bfeb-53cbbbba6f08"
        ]
      },
      "reconciled": {
        "bankRecordIds": [
          "497f6eca-6276-4993-bfeb-53cbbbba6f08"
        ]
      },
      "statementPeriod": {
        "hits": [
          {
            "listingId": "8c73d933-f7ed-437e-9da1-caac95adc1ae",
            "txnAt": "string",
            "openFrom": "string"
          }
        ]
      }
    },
    "date": "string"
  },
  "connection": {
    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
    "name": "string",
    "status": "active",
    "uniqueRef": "string",
    "appId": "string"
  },
  "contact": {
    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
    "name": "string",
    "firstName": "string",
    "uniqueRef": "string",
    "shortRef": "string",
    "email": "user@example.com",
    "type": "owner"
  },
  "source": {
    "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
    "type": "string",
    "status": "active",
    "appId": "string",
    "appIcon": "string"
  },
  "matchStatus": "string",
  "matchedByBankRule": true
}
{
  "code": "string",
  "message": "string",
  "links": {
    "docs": "string",
    "schema": "string"
  },
  "issues": [
    {
      "message": "string",
      "path": [
        "string"
      ],
      "schema": "string"
    }
  ],
  "context": null
}
{
  "code": "string",
  "message": "string",
  "links": {
    "docs": "string",
    "schema": "string"
  },
  "issues": [
    {
      "message": "string",
      "path": [
        "string"
      ],
      "schema": "string"
    }
  ],
  "context": null
}
{
  "code": "string",
  "message": "string",
  "links": {
    "docs": "string",
    "schema": "string"
  },
  "issues": [
    {
      "message": "string",
      "path": [
        "string"
      ],
      "schema": "string"
    }
  ],
  "context": null
}
{
  "code": "string",
  "message": "string",
  "links": {
    "docs": "string",
    "schema": "string"
  },
  "issues": [
    {
      "message": "string",
      "path": [
        "string"
      ],
      "schema": "string"
    }
  ],
  "context": null
}
{
  "code": "string",
  "message": "string",
  "links": {
    "docs": "string",
    "schema": "string"
  },
  "issues": [
    {
      "message": "string",
      "path": [
        "string"
      ],
      "schema": "string"
    }
  ],
  "context": null
}
{
  "code": "string",
  "message": "string",
  "links": {
    "docs": "string",
    "schema": "string"
  },
  "issues": [
    {
      "message": "string",
      "path": [
        "string"
      ],
      "schema": "string"
    }
  ],
  "context": null
}

/transactions POST

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