Create Event Transaction
Creates a new financial transaction for an event.
Transaction Types:
- Non-itemized types (e.g.,
indemnity_invoice): Requireamountfield,lineItemsis forbidden - Itemized types (e.g.,
alae_invoice): RequirelineItemsarray,amountis forbidden
Use the GET /transaction-categories endpoint to see available transaction types and whether they are itemized.
Note: This endpoint does NOT automatically update reserves. Use PATCH /events//financials/expected-totals to update reserves.
Required permission: company.payment:create
Documentation Index
Fetch the complete documentation index at: https://docs.aiinsurance.io/llms.txt
Use this file to discover all available pages before exploring further.
Authorizations
API key authentication. Include your API key in the Authorization header.
Path Parameters
Company identifier
Event identifier
Body
Request body for creating an event transaction
Transaction category identifier (e.g., "indemnity_invoice", "alae_invoice")
Transaction date (YYYY-MM-DD)
ID of an existing payee. Use GET /payees to find valid IDs, or POST /payees to create one first.
Transaction amount in cents (required for non-itemized transaction types, forbidden for itemized types)
Transaction description
Transaction status (default is "owed")
owed, paid, approved Date the transaction was paid (YYYY-MM-DD, required if status is "paid")
Optional override for the transaction's most recent modification date (YYYY-MM-DD). Defaults to current time if not provided.
Optional override for the transaction's entry date (YYYY-MM-DD). Defaults to current time if not provided.
Line items for itemized transaction types (required for itemized types, forbidden for non-itemized)
Response
Transaction created successfully
The ID of the created transaction
