Update

Partial update of a transaction

POST https://do.workzeal.com/finance/update

Only the passed fields are changed; everything else in the transaction stays as it was. The modification date and the author of the change are set automatically.

Request Body

Name Type Description
transaction* JSON
{
  "status": "success",
  "error": "",
  "code": null,
  "rows": 0,
  "pages": 0,
  "page": 0,
  "value": "1"
}

JSON

All available parameters
  • id - * Transaction ID
  • sum - Amount in the base currency
  • category_id - Income/expense category ID
  • account_id - Account ID
  • direction_id - Direction: 1 - receipt, 2 - expense
  • type_id - Payment method ID
  • company_id - Client ID
  • deal_id - Deal ID
  • date - Date/time of the transaction
  • note - Note (replaces the old one)
  • user_id - Responsible person ID
  • tags - Comma-separated tags (replace the old ones)

{
   "id": 70012,
   "sum": 175000,
   "note": "Payment for invoice 145 from Prodstar, additional payment of 25,000"
}

Note

Required parameter: only id (transaction ID) plus at least one field to update.

Numeric fields with the value 0 are treated as "not passed", so the amount cannot be set to zero, while note and tags, when passed, completely replace the old value.

Example

curl --location --request POST 'https://do.workzeal.com/finance/update' \
--header 'Authorization: Bearer XXXX-XXXXXXX-XXXXXXX' \
--header 'Content-Type: application/json' \
--data-raw '{
    "id": 70012,
    "sum": 175000
  }
  '
var request = require('request');
var options = {
  'method': 'POST',
  'url': 'https://do.workzeal.com/finance/update',
  'headers': {
    'Authorization': 'Bearer XXXX-XXXXXXX-XXXXXXX',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    "id": 70012,
    "sum": 175000
  })
};
request(options, function (error, response) {
  if (error) throw new Error(error);
  console.log(response.body);
});

Response

{
  "status": "success",
  "error": "",
  "code": null,
  "rows": 0,
  "pages": 0,
  "page": 0,
  "value": "1"
}
// value: 1 - the transaction was updated, 0 - error (the text is in the error field)
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