action.skip

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