Actions38
- Cashflow Asset Actions
- Cashflow Expenditure Actions
- Cashflow Hedge Actions
- Cashflow Income Actions
- Contract Actions
- Customer Actions
- Form Actions
- Household Actions
- Organization Actions
Cashflow Asset → Batch Create
AI-generatedSummary
Creates multiple cashflow asset entries for one customer. Configure the customer and add one or more items with the available asset details.
Inputs
- Customer Name or ID (required) — Customer whose active cashflow receives the entries; select a customer or supply its ID.
- Items (required) — One or more entries. Each can include a description, asset type, insurance company, monthly payment, value, duration, and notes. Asset type defaults to Checking Account, duration to Middle, and numeric fields to 0.
Output shape
A list of created cashflow asset records.
The provided source pack shows only function signatures, so it does not establish the exact response envelope or whether the returned list is transformed.