YM REST Services

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FinanceBatches

Requires Authentication
Requires any of the roles:admin, oauthadmin
The following routes are available for this service:
GET/Ams/{ClientID}/FinanceBatchesReturn a chronological list of Financial Batches.Uses either a specific batch (recommended) or timestamp as a starting point. This method would typically be used in conjunction with subsequent calls to Sa.Export.Finance.Batch for each BatchID returned for the purposes of importing financial data into a 3rd-party accounting sytem. Server time information is also returned, specifically the current date/time ServerTime and GMT bias ServerGmtBias.
POST/Ams/{ClientID}/FinanceBatchesStarts an export of all invoice items in the specified batch and returns the ExportID.To query the status of an export, call Sa.Export.Status until receiving either a COMPLETE or FAILURE status code. Upon receiving a COMPLETE status code, the download location of your export file will be returned by Sa.Export.Status as ExportURI.
FinanceBatches Parameters:
NameParameterData TypeRequiredDescription
CommerceTypebodystringNo
ClosingDatebodyDateTimeNo
ClosedOnlybodyboolNo
TimestampbodyDateTime?No
StartBatchIDbodystringNo
PageSizebodyintNo
PageNumberbodyintNo
BaseDto Parameters:
NameParameterData TypeRequiredDescription
UsingRedisformboolNo
AppInitTimeformDateTimeNo
ServerIDformstringNo
BaseSharedDto Parameters:
NameParameterData TypeRequiredDescription
ClientIDformintNo
ResponseStatusformResponseStatusNo
BypassCacheformboolNo
DateCachedformDateTimeNo
DeviceformDeviceNo
FinanceBatchesResponse Parameters:
NameParameterData TypeRequiredDescription
BatchIDformstringNo
ItemCountformint?No
FinanceBatchListformList<FinanceBatch>No
FinanceBatch Parameters:
NameParameterData TypeRequiredDescription
BatchIDformstringNo
CommerceTypeformstringNo
ItemCountformintNo
ClosedDateformDateTimeNo
CreateDateTimeformDateTimeNo

To override the Content-type in your clients, use the HTTP Accept Header, append the .jsv suffix or ?format=jsv

HTTP + JSV

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

POST /Ams/{ClientID}/FinanceBatches HTTP/1.1 
Host: ws.yourmembership.com 
Accept: text/jsv
Content-Type: text/jsv
Content-Length: length

{
	CommerceType: String,
	ClosingDate: 0001-01-01,
	ClosedOnly: False,
	Timestamp: 0001-01-01,
	StartBatchID: String,
	PageSize: 0,
	PageNumber: 0,
	UsingRedis: True,
	AppInitTime: 2024-05-03T01:24:04.8651967-04:00,
	ServerID: WS-6-134-823,
	ClientID: 0,
	ResponseStatus: 
	{
		ErrorCode: String,
		Message: String,
		StackTrace: String,
		Errors: 
		[
			{
				ErrorCode: String,
				FieldName: String,
				Message: String,
				Meta: 
				{
					String: String
				}
			}
		],
		Meta: 
		{
			String: String
		}
	},
	BypassCache: False,
	DateCached: 2024-05-03T04:18:43.9466465-04:00,
	Device: Desktop
}
HTTP/1.1 200 OK
Content-Type: text/jsv
Content-Length: length

{
	BatchID: String,
	ItemCount: 0,
	FinanceBatchList: 
	[
		{
			BatchID: String,
			CommerceType: String,
			ItemCount: 0,
			ClosedDate: 0001-01-01,
			CreateDateTime: 0001-01-01
		}
	],
	CommerceType: String,
	ClosingDate: 0001-01-01,
	ClosedOnly: False,
	Timestamp: 0001-01-01,
	StartBatchID: String,
	PageSize: 0,
	PageNumber: 0,
	UsingRedis: True,
	AppInitTime: 2024-05-03T01:24:04.8651967-04:00,
	ServerID: WS-6-134-823,
	ClientID: 0,
	ResponseStatus: 
	{
		ErrorCode: String,
		Message: String,
		StackTrace: String,
		Errors: 
		[
			{
				ErrorCode: String,
				FieldName: String,
				Message: String,
				Meta: 
				{
					String: String
				}
			}
		],
		Meta: 
		{
			String: String
		}
	},
	BypassCache: False,
	DateCached: 2024-05-03T04:18:43.9466465-04:00,
	Device: Desktop
}