Actions17
Transaction → Create
AI-generatedOverview
This node operation creates a new financial transaction in the Advbox system. It is useful for automating the recording of income or expense transactions, associating them with users, bank accounts, categories, and cost centers. For example, it can be used to log payments received or expenses incurred, ensuring financial records are up-to-date.
Use Case Examples
- Create an income transaction for a user with a specific bank account and category.
- Record an expense transaction with a due date and optional description.
Properties
| Name | Meaning |
|---|---|
| Entry Type | Specifies whether the transaction is an income (credit) or expense (debit). |
| User | The user responsible for the transaction. |
| Bank Account | The bank account associated with the transaction. |
| Category | Financial category of the transaction, must match the entry type (income or expense). |
| Cost Center | Cost center associated with the transaction. |
| Amount | The monetary value of the transaction in BRL, must be greater than zero. |
| Due Date | The due date of the transaction in YYYY-MM-DD format. |
| Additional Fields | Optional additional information for the transaction. |
Output
JSON
json- The JSON response from the Advbox API representing the created transaction or operation result.
Dependencies
- Advbox API
- API key credential for authentication
Troubleshooting
- Ensure the API credentials are correctly configured and valid.
- Verify that the 'amount' is greater than zero to avoid validation errors.
- Make sure the 'category' matches the 'entry_type' (income or expense) to prevent mismatches.
- Check that the 'date_due' is in the correct YYYY-MM-DD format.
- If the API returns errors, inspect the error message for details such as missing required fields or invalid data.