Confirm a bank-match
Record that a bank-feed row corresponds to a DualEntry transaction (or a single
entry within one). On success this row’s matching_status flips to matched
and the pairing shows up in the DualEntry reconciliation view exactly as if a
user had accepted it in-app.
Constraints (validated server-side and reported as 400 on failure):
- The DualEntry transaction’s bank/credit-card entry must be on the same financial account as the bank-feed row.
- Amounts must reconcile (bank amount equals net entry amount).
- Currencies must match.
- Neither side may already be part of another match (call
/unmatches/first to redo a pairing).
This endpoint kicks a fresh suggestion run for the org after a successful match so future suggestions reflect the new state.
Documentation Index
Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
Use this file to discover all available pages before exploring further.
Authorizations
Body
Body for POST /matches/. Pair one bank-feed row with one DualEntry target.
ID of the bank-feed row to match (from /bank-transactions/).
DualEntry transaction id to match against. Pass this or entry_id, not both.
DualEntry entry id to match against (use for partial matches like a single line of a journal entry). Pass this or transaction_id.