finleap connect Transaction Filter
API Name: FigoTransactionFilter__c
Filters the transaction retrieval for a bank account to the specified conditions. Only matching transactions are retrieved from the finleap connect banking server.
| Label | API Name | Type | Description |
|---|---|---|---|
| Name | Name |
Text(255) | |
| Banking Account ID | AccountId__c |
Text(255) | Must match the ID of the banking account for which the filter is to be applied. The account ID can be found in the field BankAccountId__c of the Payment Entry. |
| Active | Active__c |
Checkbox | Allows to disable the filter. |
| Include Pending | IncludePending__c |
Checkbox | Include pending transactions |
| Type | Type__c |
Text(255) | A list of comma separated transactions types which the transactions are filtered by. Example: Transfer, Standing order |