Note the following information when building your application using Codat's FreeAgent integration.
Transfers are mapped from Bank transactions in FreeAgent.
FreeAgent provides a unique transfer ID for each side of the transfer. Codat's data model requires a single unique ID to identify the transfer. In Codat, the transfer
id identifies the Transfer to Another Account side of the to/from Bank Transaction Explanation objects in FreeAgent. The transfer
id is derived from the
url property of the Transfer to object.
FreeAgent does not support transferring funds between a bank account and a nominal account.
Negative amounts in FreeAgent transfers
When pushing a transfer transaction via the FreeAgent API, you can enter
gross_valueas a negative value, in effect changing the direction of the transfer. Codat's data model does not support pushing negative to/from transfer amounts.
You can achieve the same result by swapping the
frombank accounts when pushing the data from Codat.
When pulling and pushing Transfers from FreeAgent, the following fields are not available:
Therefore, when pushing Transfer currency fields to FreeAgent, Codat checks that the specified currency is the same as the associated bank account's currency.
Additionally, any values pushed in
trackingCategoryRefs are ignored and auto-populated by FreeAgent.
Updated about 1 month ago