- Powersoft 365 API Documentation

bank

To get a specific bank.

/bank?token=XXXXX&bank_code_365=111-222-333

field	description
token	Credentials provided by Powersoft that allow access to the API
bank_code_365	Bank code as is registered in 365

To create a bank.

field	type	description
api_credentials
token	string	Credentials provided by Powersoft that allow access to the API
bank
bank_code_365	string	The unique code of the bank code to be saved in 365.
bank_name	string	The bank name
account_type_code_365	string	the 365 account type code of the bank.
currency_code_365	string	The 365 currency code for the bank.
active	bool	If the bank is active, then true, else false.
limit_amount	decimal	If the bank does not have a limit amount, pass 0.00, otherwise pass the limit amount value.
expire_date	string	If there is an expired date, then pass the date as a string in the required format. Else ""
requires_reconciliation	bool	If the bank requires reconciliation then pass true, else false.
requires_cheque_printing	bool	If the bank requires to print the cheque then pass true, else false.
notes	string	Any notes about the bank. Pass "" if none.

Returns the standard api_response object. When a new record is created, the Powersoft365 account code is returned in the response_id field.

To modify an existing bank.

field	type	description
api_credentials
token	string	Credentials provided by Powersoft that allow access to the API
bank
bank_code_365	string	The unique code of the bank code to be saved in 365.
bank_name	string	The bank name
active	bool	If the bank is active, then true, else false.
limit_amount	decimal	If the bank does not have a limit amount, pass 0.00, otherwise pass the limit amount value.
expire_date	string	If there is an expired date, then pass the date as a string in the required format. Else ""
requires_reconciliation	bool	If the bank requires reconciliation then pass true, else false.
requires_cheque_printing	bool	If the bank requires to print the cheque then pass true, else false.
notes	string	Any notes about the bank. Pass "" if none.

Returns the standard api_response object. The 365 bank code is returned in the response_id field.