I am just writing an API to accommodate a problem with editing bank transactions.
Specifically, I want to be able to get a confirm tag option when I change the reference on an entry from the bank feed to match a tagging rule. Without this, it is a multi-step process to tag an imported transaction (payment to supplier, create new invoice, etc etc) and it is much quicker to just delete it and use ‘Input New Transaction’ - thus negating any benefit of the feed. I did add this as a feature request but it has not been received well (no votes) - I’m not sure what other people do and why they aren’t bothered by this as it seems to affect almost all my transactions. All that is required is for the check that is used on the original transaction entry to be re-run after edit, but I know you have hundreds of outstanding improvement requests so i will write an API.
The API will: display a range of bank transactions, choose 1, edit the reference, save. Effectively a new transaction would be created (and get the confirm tag if suitable) and the old one would be deleted. I have managed the create part but i see no method for the delete part.
I see purchase_delete and payment_delete but the descriptions just say ‘Delete a purchase’ and ‘Delete a payment’, no real explanation. Looking at the XML response, I think a purchase is the part of the data associated with allocating a payment to a particular supplier and i think a payment is from a customer. What then is the status of an untagged bank transaction in the database and how do i reference and delete it pls.