How do I add project information to a bank transaction explanation?

#1

If I add a “project” or “rebill_to_project” key to a bank transaction
explanation I get this

Project expected, got String

How do I specify the project associated to a bank transaction explanation
please?

Thx

#2

Hi there,

I’m afraid FreeAgent doesn’t support the direct association of projects
against bank transaction explanations.
If you’re looking to rebill a transaction to a client, you should use the
API to create a bill, associated with the desired project.

https://dev.freeagent.com/docs/bills#create-a-bill
You’ll need to set the “rebill_type” parameter to “cost”, indicating you
want to rebill the cost of the bill to your client.

If you have a Money Out bank transaction in the bank, you can then create a
Bank Transaction Explanation with a “paid_bill” parameter, indicating the
money you’ve spent was to pay off the bill you’ve incurred.

https://dev.freeagent.com/docs/bank_transaction_explanations#create-a-bank-transaction-explanation

I hope this helps.
Dave JOn 17 March 2015 at 16:21, Fed Mest fedmest@gmail.com wrote:

If I add a “project” or “rebill_to_project” key to a bank transaction
explanation I get this

Project expected, got String

How do I specify the project associated to a bank transaction explanation
please?

Thx

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David Jones
Senior Support Engineer

FreeAgent

#3

Sorry, I should have said that the* FreeAgent API* doesn’t currently
support linking bank transaction explanation and projects.
As you may have noticed, the web interface does allow this, but only for
Money Out transactions.

I have created a Feature Request on our API Trello board, documenting your
request for this functionality.
Please add your vote to this card as we’re hoping to implement our most
popular feature requests in the coming months.

Thanks,
Dave JOn Wednesday, 18 March 2015 15:57:31 UTC, David Jones wrote:

Hi there,

I’m afraid FreeAgent doesn’t support the direct association of projects
against bank transaction explanations.
If you’re looking to rebill a transaction to a client, you should use the
API to create a bill, associated with the desired project.

https://dev.freeagent.com/docs/bills#create-a-bill
You’ll need to set the “rebill_type” parameter to “cost”, indicating you
want to rebill the cost of the bill to your client.

If you have a Money Out bank transaction in the bank, you can then create
a Bank Transaction Explanation with a “paid_bill” parameter, indicating the
money you’ve spent was to pay off the bill you’ve incurred.

https://dev.freeagent.com/docs/bank_transaction_explanations#create-a-bank-transaction-explanation

I hope this helps.
Dave J

On 17 March 2015 at 16:21, Fed Mest fedmest@gmail.com wrote:

If I add a “project” or “rebill_to_project” key to a bank transaction
explanation I get this

Project expected, got String

How do I specify the project associated to a bank transaction explanation
please?

Thx

–
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David Jones
Senior Support Engineer

FreeAgent

#4

Hi Fed and Greg,

FreeAgent API now fully supports linking bank transaction explanations with
projects. Here are a couple of examples with attributes:

Example 1: Link a project without rebilling

{ “bank_transaction_explanation”:
{
project: “https://api.freeagent.com/v2/projects/1”,
rebill_type: null,
…
}
}

Example 2: Rebill at 25% markup

{ “bank_transaction_explanation”:
{
project: “https://api.freeagent.com/v2/projects/1”,
rebill_type: “markup”,
rebill_factor: 0.25
…
}
}

Please refer to the updated documentation
https://dev.freeagent.com/docs/bank_transaction_explanations for more
details.

Kind regards.

Anup NarkhedeOn Tuesday, July 21, 2015 at 11:17:28 AM UTC+1, Greg wrote:

Another vote for being able to create / extract PROJECT info against Bank
Transactions. Even the “Export all Data” command doesn’t support it.
Seems there’s no way to match bank transactions to projects outside the
interactive web interface. //Greg

On Monday, 23 March 2015 09:37:48 UTC, David Jones wrote:

Hi Fed,

When we initially implemented Bank Tranaction Explanations, I don’t
believe they could be directly associated with projects.
We added this functionality to the web-app at a later date, but seemingly
the API wasn’t blessed with the same abilities.

It’s funny, I asked exactly the same question when I spotted the
“rebill_type” and “rebill_factor” params in the documentation.
I suspect they’re superfluous and, if so, I’ll look at getting them
removed, to avoid future confusion.

I’m sorry that I can’t give you better news at this point but please keep
an eye on the group, we’re hoping to deliver new API functionality (and
improved documentation) in the coming months.

Thanks,
Dave J

On 18 March 2015 at 19:44, Fed Mest fed...@gmail.com wrote:

Thanks Dave. At least it wasn’t me doing things wrong! This is a real
shame though: this doesn’t allow client applications to develop a
full-fledged receipt inputting system :frowning: would you know why that parameter
was left out? what is the difficulty in linking projects to bank
transaction explanations? Also, what’s the point of having the rebill_type
and rebill_factor parameters (documented) without the project? what
scenario do they cover? I can’t think of anything…

Thanks again

Fed

On Wednesday, March 18, 2015 at 4:19:20 PM UTC, David Jones wrote:

Sorry, I should have said that the* FreeAgent API* doesn’t currently
support linking bank transaction explanation and projects.
As you may have noticed, the web interface does allow this, but only
for Money Out transactions.

I have created a Feature Request on our API Trello board, documenting
your request for this functionality.
Please add your vote to this card as we’re hoping to implement our most
popular feature requests in the coming months.

https://trello.com/c/9Rlurdaj/25-allow-linking-of-bank-
transaction-explanations-to-projects

Thanks,
Dave J

On Wednesday, 18 March 2015 15:57:31 UTC, David Jones wrote:

Hi there,

I’m afraid FreeAgent doesn’t support the direct association of
projects against bank transaction explanations.
If you’re looking to rebill a transaction to a client, you should use
the API to create a bill, associated with the desired project.

https://dev.freeagent.com/docs/bills#create-a-bill
You’ll need to set the “rebill_type” parameter to “cost”, indicating
you want to rebill the cost of the bill to your client.

If you have a Money Out bank transaction in the bank, you can then
create a Bank Transaction Explanation with a “paid_bill” parameter,
indicating the money you’ve spent was to pay off the bill you’ve incurred.

https://dev.freeagent.com/docs/bank_transaction_
explanations#create-a-bank-transaction-explanation

I hope this helps.
Dave J

On 17 March 2015 at 16:21, Fed Mest fed...@gmail.com wrote:

If I add a “project” or “rebill_to_project” key to a bank transaction
explanation I get this

Project expected, got String

How do I specify the project associated to a bank transaction
explanation please?

Thx

–
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send an email to freeagent_ap...@googlegroups.com.
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–
David Jones
Senior Support Engineer

FreeAgent

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–
David Jones
Senior Support Engineer

FreeAgent

#5

Another vote for being able to create / extract PROJECT info against Bank
Transactions. Even the “Export all Data” command doesn’t support it.
Seems there’s no way to match bank transactions to projects outside the
interactive web interface. //GregOn Monday, 23 March 2015 09:37:48 UTC, David Jones wrote:

Hi Fed,

When we initially implemented Bank Tranaction Explanations, I don’t
believe they could be directly associated with projects.
We added this functionality to the web-app at a later date, but seemingly
the API wasn’t blessed with the same abilities.

It’s funny, I asked exactly the same question when I spotted the
“rebill_type” and “rebill_factor” params in the documentation.
I suspect they’re superfluous and, if so, I’ll look at getting them
removed, to avoid future confusion.

I’m sorry that I can’t give you better news at this point but please keep
an eye on the group, we’re hoping to deliver new API functionality (and
improved documentation) in the coming months.

Thanks,
Dave J

On 18 March 2015 at 19:44, Fed Mest <fed...@gmail.com <javascript:>> wrote:

Thanks Dave. At least it wasn’t me doing things wrong! This is a real
shame though: this doesn’t allow client applications to develop a
full-fledged receipt inputting system :frowning: would you know why that parameter
was left out? what is the difficulty in linking projects to bank
transaction explanations? Also, what’s the point of having the rebill_type
and rebill_factor parameters (documented) without the project? what
scenario do they cover? I can’t think of anything…

Thanks again

Fed

On Wednesday, March 18, 2015 at 4:19:20 PM UTC, David Jones wrote:

Sorry, I should have said that the* FreeAgent API* doesn’t currently
support linking bank transaction explanation and projects.
As you may have noticed, the web interface does allow this, but only
for Money Out transactions.

I have created a Feature Request on our API Trello board, documenting
your request for this functionality.
Please add your vote to this card as we’re hoping to implement our most
popular feature requests in the coming months.

https://trello.com/c/9Rlurdaj/25-allow-linking-of-bank-
transaction-explanations-to-projects

Thanks,
Dave J

On Wednesday, 18 March 2015 15:57:31 UTC, David Jones wrote:

Hi there,

I’m afraid FreeAgent doesn’t support the direct association of projects
against bank transaction explanations.
If you’re looking to rebill a transaction to a client, you should use
the API to create a bill, associated with the desired project.

https://dev.freeagent.com/docs/bills#create-a-bill
You’ll need to set the “rebill_type” parameter to “cost”, indicating
you want to rebill the cost of the bill to your client.

If you have a Money Out bank transaction in the bank, you can then
create a Bank Transaction Explanation with a “paid_bill” parameter,
indicating the money you’ve spent was to pay off the bill you’ve incurred.

https://dev.freeagent.com/docs/bank_transaction_
explanations#create-a-bank-transaction-explanation

I hope this helps.
Dave J

On 17 March 2015 at 16:21, Fed Mest fed...@gmail.com wrote:

If I add a “project” or “rebill_to_project” key to a bank transaction
explanation I get this

Project expected, got String

How do I specify the project associated to a bank transaction
explanation please?

Thx

–
You received this message because you are subscribed to the Google
Groups “FreeAgent API” group.
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an email to freeagent_ap...@googlegroups.com.
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–
David Jones
Senior Support Engineer

FreeAgent

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<javascript:>.
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–
David Jones
Senior Support Engineer

FreeAgent

#6

Thanks Dave. At least it wasn’t me doing things wrong! This is a real shame
though: this doesn’t allow client applications to develop a full-fledged
receipt inputting system :frowning: would you know why that parameter was left
out? what is the difficulty in linking projects to bank transaction
explanations? Also, what’s the point of having the rebill_type and
rebill_factor parameters (documented) without the project? what scenario do
they cover? I can’t think of anything…

Thanks again

FedOn Wednesday, March 18, 2015 at 4:19:20 PM UTC, David Jones wrote:

Sorry, I should have said that the* FreeAgent API* doesn’t currently
support linking bank transaction explanation and projects.
As you may have noticed, the web interface does allow this, but only
for Money Out transactions.

I have created a Feature Request on our API Trello board, documenting your
request for this functionality.
Please add your vote to this card as we’re hoping to implement our most
popular feature requests in the coming months.

https://trello.com/c/9Rlurdaj/25-allow-linking-of-bank-transaction-explanations-to-projects

Thanks,
Dave J

On Wednesday, 18 March 2015 15:57:31 UTC, David Jones wrote:

Hi there,

I’m afraid FreeAgent doesn’t support the direct association of projects
against bank transaction explanations.
If you’re looking to rebill a transaction to a client, you should use the
API to create a bill, associated with the desired project.

https://dev.freeagent.com/docs/bills#create-a-bill
You’ll need to set the “rebill_type” parameter to “cost”, indicating you
want to rebill the cost of the bill to your client.

If you have a Money Out bank transaction in the bank, you can then create
a Bank Transaction Explanation with a “paid_bill” parameter, indicating the
money you’ve spent was to pay off the bill you’ve incurred.

https://dev.freeagent.com/docs/bank_transaction_explanations#create-a-bank-transaction-explanation

I hope this helps.
Dave J

On 17 March 2015 at 16:21, Fed Mest <fed...@gmail.com <javascript:>> wrote:

If I add a “project” or “rebill_to_project” key to a bank transaction
explanation I get this

Project expected, got String

How do I specify the project associated to a bank transaction
explanation please?

Thx

–
You received this message because you are subscribed to the Google
Groups “FreeAgent API” group.
To unsubscribe from this group and stop receiving emails from it, send
an email to freeagent_ap...@googlegroups.com <javascript:>.
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<javascript:>.
Visit this group at http://groups.google.com/group/freeagent_api.
For more options, visit https://groups.google.com/d/optout.

–
David Jones
Senior Support Engineer

FreeAgent

#7

Hi Fed,

When we initially implemented Bank Tranaction Explanations, I don’t believe
they could be directly associated with projects.
We added this functionality to the web-app at a later date, but seemingly
the API wasn’t blessed with the same abilities.

It’s funny, I asked exactly the same question when I spotted the
“rebill_type” and “rebill_factor” params in the documentation.
I suspect they’re superfluous and, if so, I’ll look at getting them
removed, to avoid future confusion.

I’m sorry that I can’t give you better news at this point but please keep
an eye on the group, we’re hoping to deliver new API functionality (and
improved documentation) in the coming months.

Thanks,
Dave JOn 18 March 2015 at 19:44, Fed Mest fedmest@gmail.com wrote:

Thanks Dave. At least it wasn’t me doing things wrong! This is a real
shame though: this doesn’t allow client applications to develop a
full-fledged receipt inputting system :frowning: would you know why that parameter
was left out? what is the difficulty in linking projects to bank
transaction explanations? Also, what’s the point of having the rebill_type
and rebill_factor parameters (documented) without the project? what
scenario do they cover? I can’t think of anything…

Thanks again

Fed

On Wednesday, March 18, 2015 at 4:19:20 PM UTC, David Jones wrote:

Sorry, I should have said that the* FreeAgent API* doesn’t currently
support linking bank transaction explanation and projects.
As you may have noticed, the web interface does allow this, but only
for Money Out transactions.

I have created a Feature Request on our API Trello board, documenting
your request for this functionality.
Please add your vote to this card as we’re hoping to implement our most
popular feature requests in the coming months.

https://trello.com/c/9Rlurdaj/25-allow-linking-of-bank-
transaction-explanations-to-projects

Thanks,
Dave J

On Wednesday, 18 March 2015 15:57:31 UTC, David Jones wrote:

Hi there,

I’m afraid FreeAgent doesn’t support the direct association of projects
against bank transaction explanations.
If you’re looking to rebill a transaction to a client, you should use
the API to create a bill, associated with the desired project.

https://dev.freeagent.com/docs/bills#create-a-bill
You’ll need to set the “rebill_type” parameter to “cost”, indicating you
want to rebill the cost of the bill to your client.

If you have a Money Out bank transaction in the bank, you can then
create a Bank Transaction Explanation with a “paid_bill” parameter,
indicating the money you’ve spent was to pay off the bill you’ve incurred.

https://dev.freeagent.com/docs/bank_transaction_
explanations#create-a-bank-transaction-explanation

I hope this helps.
Dave J

On 17 March 2015 at 16:21, Fed Mest fed...@gmail.com wrote:

If I add a “project” or “rebill_to_project” key to a bank transaction
explanation I get this

Project expected, got String

How do I specify the project associated to a bank transaction
explanation please?

Thx

–
You received this message because you are subscribed to the Google
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an email to freeagent_ap...@googlegroups.com.
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For more options, visit https://groups.google.com/d/optout.

–
David Jones
Senior Support Engineer

FreeAgent

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David Jones
Senior Support Engineer

FreeAgent