Build a transaction review workflow
Display a list of Transactions for review
review_status
= unreviewed
are displayed. This is the default status for all newly created transactions.Use the List Transactions endpoint with the source_account_id
of a specific transaction source account to get a list of all unreviewed
transactions.data.records
.Update the category (Optional)
/v0/ledgers
to retrieve all Ledgers.<select>
element by iterating over data.records
.ledger_id
of the new category to the Recategorize Transaction endpoint.Confirm the Transaction and remove from the list
review_status
from unreviewed
to reviewed
using the Update Transaction endpoint with source_account_id
and transaction_id
, passing along the new review status.categorization_method
attribute to filter transactions based on what categorization step they were categorized at. For example, you may want users to only review transactions that have gone through the AI categorization step, but not those categorized by Instance level rules.