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Create a bank transaction rule

by
Published Oct 17, 2025

Creates a new bank transaction rule.

Script sage_intacct Verified
Use in Windmill

The script

Submitted by hugo697 Bun
Verified 235 days ago
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//native
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type SageIntacct = {
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	token: string
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}
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/**
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 * Create a bank transaction rule
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 * Creates a new bank transaction rule.
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 */
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export async function main(
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	auth: SageIntacct,
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	body: {
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		key?: string
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		id?: string
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		href?: string
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		ruleId?: string
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		name?: string
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		description?: string
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		ruleType?: 'match' | 'create'
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		location?: { key?: string; id?: string; href?: string }
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		rulesetCount?: number
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		filterAttributes?: {
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			key?: string
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			id?: string
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			href?: string
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			dataSource?: 'intacctTransaction' | 'bankTransaction'
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			intacctTxnAttribute?:
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				| 'transactionType'
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				| 'documentNumber'
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				| 'documentDate'
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				| 'transactionAmount'
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				| 'baseAmount'
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				| 'transactionCurrency'
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				| 'baseCurrency'
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				| 'postingDate'
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				| 'description'
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			bankTxnAttribute?:
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				| 'transactionType'
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				| 'documentNumber'
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				| 'postingDate'
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				| 'description'
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				| 'documentType'
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				| 'amount'
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				| 'currency'
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				| 'feedType'
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			operator?:
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				| 'equals'
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				| 'contains'
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				| 'within'
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				| 'notContains'
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				| 'beginsWith'
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				| 'endsWith'
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				| 'greaterThan'
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				| 'lessThan'
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			value?: string
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			order?: number
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			audit?: {
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				createdDateTime?: string
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				modifiedDateTime?: string
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				createdBy?: string
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				modifiedBy?: string
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			}
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			bankTransactionRule?: { id?: string; key?: string; href?: string }
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		}[]
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		groupAttributes?: {
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			key?: string
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			id?: string
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			href?: string
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			dataSource?: 'intacctTransaction' | 'bankTransaction'
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			intacctTxnAttribute?: 'documentNumber' | 'postingDate'
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			bankTxnAttribute?: 'documentNumber' | 'postingDate'
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			order?: number
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			audit?: {
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				createdDateTime?: string
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				modifiedDateTime?: string
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				createdBy?: string
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				modifiedBy?: string
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			}
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			bankTransactionRule?: { id?: string; key?: string; href?: string }
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		}[]
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		status?: 'active' | 'inactive'
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		matchRuleAttributes?: {
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			key?: string
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			id?: string
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			intacctTxnAttribute?: 'documentNumber' | 'postingDate' | 'description' | 'amount'
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			bankTxnAttribute?:
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				| 'documentNumber'
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				| 'postingDate'
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				| 'description'
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				| 'amount'
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				| 'documentNumberLeadingZerosRemoved'
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			operator?: 'equals' | 'contains' | 'within'
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			value?: string
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			order?: number
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			audit?: {
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				createdDateTime?: string
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				modifiedDateTime?: string
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				createdBy?: string
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				modifiedBy?: string
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			}
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			bankTransactionRule?: { id?: string; key?: string; href?: string }
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		}[]
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		createRuleObject?: {
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			objectType?: 'cctransaction' | 'journalEntry'
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			journalEntryTemplate?: { id?: string; key?: string; href?: string }
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			creditCardTxnTemplate?: { id?: string; key?: string; href?: string }
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		}
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		audit?: {
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			createdDateTime?: string
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			modifiedDateTime?: string
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			createdBy?: string
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			modifiedBy?: string
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		}
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		entity?: { key?: string; id?: string; name?: string; href?: string }
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	} & {}
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) {
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	const url = new URL(`https://api.intacct.com/ia/api/v1/objects/cash-management/bank-txn-rule`)
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	const response = await fetch(url, {
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		method: 'POST',
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		headers: {
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			'Content-Type': 'application/json',
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			Authorization: 'Bearer ' + auth.token
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		},
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		body: JSON.stringify(body)
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	})
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	if (!response.ok) {
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		const text = await response.text()
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		throw new Error(`${response.status} ${text}`)
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	}
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	return await response.json()
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}
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