> ## 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. # Run the bank-match pipeline now > Tell DualEntry to look at every bank and credit-card account in your ## OpenAPI ````yaml /developers/openapi/resources-v2.json post /public/v2/bank-match/populate/ openapi: 3.1.0 info: title: DualEntry Public API version: 2.0.0 description: '' servers: - url: https://api.dualentry.com description: Production environment - url: https://api-dev.dualentry.com description: Development environment (for testing) security: [] tags: - name: Health description: >- Monitor API availability and service status. Use these endpoints to verify connectivity and check if the API is operational. - name: Webhooks description: >- Register webhook endpoints to receive real-time event notifications when records change in your organization. Manage subscriptions, view available topics, and inspect delivery history. - name: Accounts description: >- Manage your chart of accounts. Create and maintain the accounts used to categorize financial transactions, including assets, liabilities, equity, revenue, and expenses. - name: Budgets description: >- Manage financial budgets. Create and track income statement and balance sheet budgets with monthly cell values, actuals comparison, and classification filtering. - name: Companies description: >- Access and manage company information. Retrieve details about your organization including legal name, tax identifiers, addresses, and accounting preferences. - name: Customers description: >- Manage customer records. Create, update, and track customers who purchase goods or services from your organization, including contact information, billing addresses, and payment terms. - name: Contracts description: >- Manage revenue recognition contracts. Create and retrieve contracts with performance obligations, and manage obligation usage for usage-based obligations. - name: Items description: >- Manage products and services. Define items that appear on invoices and bills, including pricing, descriptions, and associated accounts for revenue or expense tracking. - name: Vendors description: >- Manage vendor and supplier records. Track businesses and individuals from whom you purchase goods or services, including contact details, payment terms, and tax information. - name: Journal Entries description: >- Create and manage manual journal entries. Record direct debits and credits to accounts for adjustments, accruals, reclassifications, and other accounting transactions. - name: Invoices description: >- Manage sales invoices. Create and track invoices sent to customers for goods or services rendered, including line items, taxes, discounts, and payment status. - name: Sales Orders description: >- Create and manage sales orders. Track customer orders for goods or services before invoicing, including line items, quantities, fulfillment status, and invoicing progress. - name: Bills description: >- Manage vendor bills and payables. Record and track bills received from vendors for goods or services purchased, including line items, due dates, and payment tracking. - name: Customer Prepayments description: >- Track advance payments from customers. Access prepayments received before goods or services are delivered, which can be applied to future invoices. - name: Customer Prepayment Applications description: >- Apply customer prepayments and credits to invoices. Record applications of prepayments or credit memos to reduce invoice balances. - name: Customer Deposits description: >- Manage customer deposit transactions. Record and track deposits received from customers as security or partial payment, held in liability accounts until earned or refunded. - name: Customer Refunds description: >- Process and track customer refunds. Record refunds issued to customers for overpayments, returns, or cancelled transactions. - name: Customer Credits description: >- Manage credit memos for customers. Issue credits for returned goods, billing adjustments, or discounts that reduce customer balances or can be applied to future invoices. - name: Cash Sales description: >- Record immediate cash sales transactions. Track sales where payment is received at the time of sale, including point-of-sale transactions and cash receipts. - name: Customer Payments description: >- Record and manage customer payments. Track payments received from customers and apply them to outstanding invoices, including partial payments and overpayments. - name: Recurring Invoices description: >- Automate recurring billing. Set up and manage templates for invoices that are automatically generated on a regular schedule (e.g., monthly subscriptions). - name: Recurring Bills description: >- Automate recurring expenses. Configure templates for bills that repeat on a regular basis (e.g., monthly rent, subscriptions) to streamline expense tracking. - name: Recurring Journal Entries description: >- Automate recurring journal entries. Create templates for journal entries that occur regularly (e.g., monthly depreciation, amortization) to ensure consistent accounting treatment. - name: Classifications description: >- Manage custom classification dimensions. Create and maintain classification categories (e.g., departments, locations, projects) used to tag and analyze transactions across multiple dimensions. - name: Classifications Lines description: >- Manage classification values. Define the specific values within each classification category that can be assigned to transaction line items for detailed reporting and analysis. - name: Custom Fields description: >- Manage custom field definitions. Extend records with organization-specific attributes — name, type (text, number, boolean, date, single_select, multi_select, currency, link, paragraph), default value, options, and which record types (invoice, bill, customer, vendor, etc.) and companies the field applies to. Values are set via the `custom_fields` attribute on each record's create/update endpoint. - name: Purchase Orders description: >- Create and track purchase orders. Manage formal requests to vendors for goods or services, including approval workflows, receiving tracking, and bill matching. - name: Vendor Payments description: >- Record and manage vendor payments. Track payments made to vendors and apply them to outstanding bills and credits, including partial payments and overpayments. - name: Vendor Prepayments description: >- Track advance payments to vendors. Record prepayments made before goods or services are received, which can be applied to future bills. - name: Vendor Prepayment Applications description: >- Apply vendor prepayments to bills. Record applications of prepayments to reduce bill balances and track amounts owed. - name: Vendor Credits description: >- Manage vendor credit memos. Record credits from vendors for returned goods, billing adjustments, or discounts that reduce amounts owed or can be applied to future bills. - name: Vendor Refunds description: >- Process and track vendor refunds. Record refunds received from vendors for overpayments, returns, or cancelled transactions. - name: Paper Checks description: >- Manage paper check printing. Create, queue, and batch print paper checks for vendor payments, direct expenses, vendor prepayments, and customer refunds. - name: Direct Expenses description: >- Record direct expense transactions. Track payments made directly from a bank or credit card account for expenses, without going through the accounts payable process. - name: Bank Transfers description: >- Manage bank-to-bank transfers. Record and track transfers between bank and credit card accounts, including multi-currency transfers with exchange rate handling. - name: Bank Match description: >- Reconcile bank-feed rows against accounting transactions. List bank rows, trigger the matching pipeline, read AI suggestions, and confirm or undo matches. V2 API only. - name: Fixed Assets description: >- Manage fixed assets and capital equipment. Create, update, and track long-lived tangible assets including depreciation schedules, account assignments, and asset lifecycle management. - name: Intercompany Journal Entries description: >- Create and manage intercompany journal entries. Record GL activity that spans two or more companies within the same organization, with per-line company assignment and automatic intercompany elimination. - name: Depreciation Books description: >- Discover available depreciation books for multi-book depreciation. Each organization has a posting book (BOOK) and may have additional tax books (FEDERAL, AMT, STATE_*). V2 API only. - name: VAT Rates description: >- Look up available VAT (Value Added Tax) rates for your organization. Use these IDs as `vat_rate_id` on transaction line items. Rates are scoped by country and include standard, reduced, zero-rated, exempt, and reverse charge types. V2 API only. - name: GST Tax Rates description: >- Look up available GST (Goods and Services Tax) rates for your organization. Use these IDs as `gst_tax_rate_id` on transaction line items. Covers AU, NZ, SG, IN, CA GST regimes and MY SST, with per-component breakdowns (e.g. CGST+SGST for India). V2 API only. - name: Product Tax Codes description: >- Manage organization product tax codes and discover global product tax codes. Use these IDs as `product_tax_code_id` on item payloads. V2 API only. - name: Approval Policies description: >- Manage approval workflows and policies. Define approval rules, steps, conditions, and approvers for different record types. Monitor workflow execution states and view approval history. - name: Inbox description: >- View pending approvals and approval status. Access transactions and records awaiting approval across the organization, including full approval workflow details, approvers, and action history. paths: /public/v2/bank-match/populate/: post: tags: - Bank Match summary: Run the bank-match pipeline now description: |- Tell DualEntry to look at every bank and credit-card account in your organization and produce fresh match suggestions. Returns `202 Accepted` immediately — the actual matching runs in the background. Reach for this when you've just imported transactions or created records through another channel and don't want to wait up to 30 minutes for the next scheduled run. It's safe to call as often as you like; DualEntry skips work that's already up to date. Once you've called this, poll `GET /status-counts/` to watch progress, then use `GET /suggestions/` to read the results. operationId: core_api_public_v2_bank_match_populate_bank_match_suggestions_endpoint parameters: [] responses: '202': description: Accepted content: application/json: schema: $ref: '#/components/schemas/SuccessSchema' '500': description: Internal Server Error content: application/json: schema: $ref: '#/components/schemas/ErrorSchema' components: schemas: SuccessSchema: properties: success: const: true default: true title: Success type: boolean errors: additionalProperties: items: type: string type: array title: Errors type: object title: SuccessSchema type: object ErrorSchema: properties: success: const: false default: false title: Success type: boolean errors: additionalProperties: items: type: string type: array title: Errors type: object required: - errors title: ErrorSchema type: object ````