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Cash Transaction → Insert/Update
AI-generatedSummary
Insert or update a Cash Transaction record in Acumatica by specifying transaction details and optional additional fields.
Inputs
- Details — An array of one or more transaction detail entries, each with an amount and an optional amount description.
- Additional Fields — Optional fields to set on the Cash Transaction such as approval status, cash account code, description, entry type, external reference number, and posted date.
Output shape
A single updated or newly inserted Cash Transaction record as returned by the Acumatica API.
Input details and additional fields are optional; fields with default empty or zero values are omitted in the API request. The operation returns the API response object for the upserted Cash Transaction.
Examples
Example 1: Insert a new Cash Transaction with multiple detail entries and custom description, marking it as approved.
Set multiple Detail items with Amount and Amount Description, set Additional Fields: Approved=true, Description='Transaction for invoice #123'.