Funding

Create Funding

Creates a new Funding

SecurityapiKeyAuth and bearerAuth
Request
header Parameters
vbasoftware-database
required
string

Target database

Request Body schema:
required
funding_Key
required
integer <int32>

ID of the Funding record. Note: The database will apply a default value of 0 for this field if a value is not provided. This field is also marked as NOT NULL in the database and therefore required by the API. If you do not have a value for this field, supply the database default value of 0 to meet the API requirements and ensure that the functionality occurs as expected.

account_Key
integer or null <int32>

ID of the funding account.

cleared_Amount
number or null <double>

Amount that was Cleared.

cleared_Date
string or null <date-time>

Date the Amount was Cleared.

deposit_Key
integer or null <int32>

ID of the Deposit.

entry_Date
string <date-time>

Date record was first added to the system

entry_User
string or null <= 20 characters

User that first added the record to the system

funding_Status
string or null <= 32 characters

Status of the Funding.

funding_Type
string or null <= 32 characters

Type of the Funding.

issue_Amount
number or null <double>

Amount Issued of the Funding record.

issue_Date
string or null <date-time>

Date of the Issue.

issue_ID
string or null <= 32 characters

ID of the Issue.

issue_Name
string or null <= 64 characters

Name of the Issue.

issue_Type
string or null <= 32 characters

The transaction type of the Issue Amount.

payor_ID
string or null <= 20 characters

ID of the Payor associated with the Funding record.

received_Date
string or null <date-time>

Date Funding was Received.

update_Date
string <date-time>

Date the record was last updated in the system

update_User
string or null <= 20 characters

User that last updated the record in the system

Responses
200

Success

401

Unauthorized

post/funding
Request samples
{
  • "funding_Key": 0,
  • "account_Key": 0,
  • "cleared_Amount": 0.1,
  • "cleared_Date": "2019-08-24T14:15:22Z",
  • "deposit_Key": 0,
  • "entry_Date": "2019-08-24T14:15:22Z",
  • "entry_User": "string",
  • "funding_Status": "string",
  • "funding_Type": "string",
  • "issue_Amount": 0.1,
  • "issue_Date": "2019-08-24T14:15:22Z",
  • "issue_ID": "string",
  • "issue_Name": "string",
  • "issue_Type": "string",
  • "payor_ID": "string",
  • "received_Date": "2019-08-24T14:15:22Z",
  • "update_Date": "2019-08-24T14:15:22Z",
  • "update_User": "string"
}
Response samples
{
  • "data": {
    },
  • "error": {
    },
  • "debug": {
    }
}

List Funding

Lists all Funding

SecurityapiKeyAuth and bearerAuth
Request
query Parameters
page
integer <int32>
Default: 1

Page

pageSize
integer <int32>
Default: 100

Page Size

sortBy
string

Comma separated string to sort by. Each sort field can be followed by :asc or :desc to specify sort direction, ascending is default. E.g., 'Property1:desc,Property2:asc,Property3:asc' sorts Property1 in descending order, Property2 in ascending, and Property3 in ascending.

header Parameters
vbasoftware-database
required
string

Target database

Responses
200

Success

401

Unauthorized

get/funding
Request samples
Response samples
No sample

Get Funding

Gets Funding

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
fundingKey
required
integer <int32>

Funding Key

header Parameters
vbasoftware-database
required
string

Target database

Responses
200

Success

401

Unauthorized

get/funding/{fundingKey}
Request samples
Response samples
No sample

Update Funding

Updates a specific Funding.

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
fundingKey
required
integer <int32>

Funding Key

header Parameters
vbasoftware-database
required
string

Target database

Request Body schema:
required
funding_Key
required
integer <int32>

ID of the Funding record. Note: The database will apply a default value of 0 for this field if a value is not provided. This field is also marked as NOT NULL in the database and therefore required by the API. If you do not have a value for this field, supply the database default value of 0 to meet the API requirements and ensure that the functionality occurs as expected.

account_Key
integer or null <int32>

ID of the funding account.

cleared_Amount
number or null <double>

Amount that was Cleared.

cleared_Date
string or null <date-time>

Date the Amount was Cleared.

deposit_Key
integer or null <int32>

ID of the Deposit.

entry_Date
string <date-time>

Date record was first added to the system

entry_User
string or null <= 20 characters

User that first added the record to the system

funding_Status
string or null <= 32 characters

Status of the Funding.

funding_Type
string or null <= 32 characters

Type of the Funding.

issue_Amount
number or null <double>

Amount Issued of the Funding record.

issue_Date
string or null <date-time>

Date of the Issue.

issue_ID
string or null <= 32 characters

ID of the Issue.

issue_Name
string or null <= 64 characters

Name of the Issue.

issue_Type
string or null <= 32 characters

The transaction type of the Issue Amount.

payor_ID
string or null <= 20 characters

ID of the Payor associated with the Funding record.

received_Date
string or null <date-time>

Date Funding was Received.

update_Date
string <date-time>

Date the record was last updated in the system

update_User
string or null <= 20 characters

User that last updated the record in the system

Responses
200

Success

401

Unauthorized

put/funding/{fundingKey}
Request samples
{
  • "funding_Key": 0,
  • "account_Key": 0,
  • "cleared_Amount": 0.1,
  • "cleared_Date": "2019-08-24T14:15:22Z",
  • "deposit_Key": 0,
  • "entry_Date": "2019-08-24T14:15:22Z",
  • "entry_User": "string",
  • "funding_Status": "string",
  • "funding_Type": "string",
  • "issue_Amount": 0.1,
  • "issue_Date": "2019-08-24T14:15:22Z",
  • "issue_ID": "string",
  • "issue_Name": "string",
  • "issue_Type": "string",
  • "payor_ID": "string",
  • "received_Date": "2019-08-24T14:15:22Z",
  • "update_Date": "2019-08-24T14:15:22Z",
  • "update_User": "string"
}
Response samples
{
  • "data": {
    },
  • "error": {
    },
  • "debug": {
    }
}

Delete Funding

Deletes an Funding

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
fundingKey
required
integer <int32>

Funding Key

header Parameters
vbasoftware-database
required
string

Target database

Responses
204

Success

401

Unauthorized

delete/funding/{fundingKey}
Request samples

Hold Funds Advanced API

Lower the existing funding item by the hold amount and create a new funding for the hold amount.

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
fundingKey
required
integer <int32>

Funding Key

header Parameters
vbasoftware-database
required
string

Target database

Request Body schema: multipart/form-data
holdAmount
required
number <double>
Responses
200

Success

401

Unauthorized

post/funding/{fundingKey}/hold
Request samples
Response samples
No sample

Reacllocate Funds Advanced API

Change the Payor ID and Account Key of an existing funding item.

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
fundingKey
required
integer <int32>

Funding Key

payorId
required
string

Payor ID

accountKey
required
integer <int32>

Account Key

header Parameters
vbasoftware-database
required
string

Target database

Responses
200

Success

401

Unauthorized

put/funding/{fundingKey}/payors/{payorId}/accounts/{accountKey}/reallocate
Request samples
Response samples
No sample

Void Funds Advanced API

Void an existing funding item.

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
fundingKey
required
integer <int32>

Funding Key

header Parameters
vbasoftware-database
required
string

Target database

Responses
200

Success

401

Unauthorized

put/funding/{fundingKey}/void
Request samples
Response samples
No sample

Transfer Funds Advanced API

Transfer funds from one account to another. Additionally, can auto-create a premium distribution if a Funding_Key of 0 is sent.

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
fundingKey
required
integer <int32>

Funding Key

header Parameters
vbasoftware-database
required
string

Target database

Request Body schema:
required
payor_ID
string or null
account_Key
integer or null <int32>
issue_Amount
number or null <double>
issue_Type
string or null
issue_ID
string or null
issue_Name
string or null
issue_Date
string or null <date-time>
received_Date
string or null <date-time>
funding_Type
string or null
transfer_Funding_Type
string or null
transfer_Payor_ID
string or null
transfer_Account_Key
integer or null <int32>
create_Check
boolean
expense_Type
string or null
payee_ID
string or null
user_ID
string or null
Responses
200

Success

401

Unauthorized

put/funding/{fundingKey}/transfer
Request samples
{
  • "payor_ID": "string",
  • "account_Key": 0,
  • "issue_Amount": 0.1,
  • "issue_Type": "string",
  • "issue_ID": "string",
  • "issue_Name": "string",
  • "issue_Date": "2019-08-24T14:15:22Z",
  • "received_Date": "2019-08-24T14:15:22Z",
  • "funding_Type": "string",
  • "transfer_Funding_Type": "string",
  • "transfer_Payor_ID": "string",
  • "transfer_Account_Key": 0,
  • "create_Check": true,
  • "expense_Type": "string",
  • "payee_ID": "string",
  • "user_ID": "string"
}
Response samples
{
  • "data": {
    },
  • "error": {
    },
  • "debug": {
    }
}

Create or Update Batch Funding

Create or Update multiple Funding at once. If the entity exists, it will be updated. If the entity does not exist, it will be created.

SecurityapiKeyAuth and bearerAuth
Request
header Parameters
vbasoftware-database
required
string

Target database

Request Body schema:
required
Array
funding_Key
required
integer <int32>

ID of the Funding record. Note: The database will apply a default value of 0 for this field if a value is not provided. This field is also marked as NOT NULL in the database and therefore required by the API. If you do not have a value for this field, supply the database default value of 0 to meet the API requirements and ensure that the functionality occurs as expected.

account_Key
integer or null <int32>

ID of the funding account.

cleared_Amount
number or null <double>

Amount that was Cleared.

cleared_Date
string or null <date-time>

Date the Amount was Cleared.

deposit_Key
integer or null <int32>

ID of the Deposit.

entry_Date
string <date-time>

Date record was first added to the system

entry_User
string or null <= 20 characters

User that first added the record to the system

funding_Status
string or null <= 32 characters

Status of the Funding.

funding_Type
string or null <= 32 characters

Type of the Funding.

issue_Amount
number or null <double>

Amount Issued of the Funding record.

issue_Date
string or null <date-time>

Date of the Issue.

issue_ID
string or null <= 32 characters

ID of the Issue.

issue_Name
string or null <= 64 characters

Name of the Issue.

issue_Type
string or null <= 32 characters

The transaction type of the Issue Amount.

payor_ID
string or null <= 20 characters

ID of the Payor associated with the Funding record.

received_Date
string or null <date-time>

Date Funding was Received.

update_Date
string <date-time>

Date the record was last updated in the system

update_User
string or null <= 20 characters

User that last updated the record in the system

Responses
207

Success

401

Unauthorized

put/funding-batch
Request samples
[
  • {
    }
]
Response samples
{
  • "data": [
    ],
  • "error": {
    },
  • "debug": {
    }
}