Changelog

Transaction filters in customization templates: Added support for the transaction_categories, transaction_account_types, and transaction_account_subtypes properties inside the reports object.

These properties are now available in:

• request and response payloads of the Create a customization template and Update a customization template endpoints
• response payload of the Retrieve a customization template endpoint.
• response payload of the List all customization templates endpoint, in the results.items.reports object

Bank transactions filtering:

• Added support for the categories, account_types, and account_subtypes query parameters in the List all bank transactions endpoint.
• Updated the description of the page_size query parameter in the List all bank transactions endpoint.