Finance

Deposits and payments (Finance role required)

📄️ Get all deposits (Finance role required)

Get all deposits (Finance role required)

📄️ Create a new deposit (Finance role required)

Create a new deposit (Finance role required)

📄️ Get deposits from the last 90 days (Finance role required)

Get deposits from the last 90 days (Finance role required)

📄️ Get a single deposit by ID (Finance role required)

Get a single deposit by ID (Finance role required)

📄️ Update an existing deposit (Finance role required)

Update an existing deposit (Finance role required)

📄️ Delete a deposit (Finance role required)

Delete a deposit (Finance role required)

📄️ Get OFX export data for a deposit (Finance role required)

Get OFX export data for a deposit (Finance role required)

📄️ Generate and stream a PDF report for a deposit (Finance role required)

Generate and stream a PDF report for a deposit (Finance role required)

📄️ Bulk-download a RFC 4180-compliant CSV of payments for multiple deposits (Finance role required)

Bulk-download a RFC 4180-compliant CSV of payments for multiple deposits (Finance role required)

📄️ Download a RFC 4180-compliant CSV of payments for a single deposit (Finance role required)

Download a RFC 4180-compliant CSV of payments for a single deposit (Finance role required)

📄️ Get pledge items for a deposit (Finance role required)

Get pledge items for a deposit (Finance role required)

📄️ Get payment items for a deposit (Finance role required)

Get payment items for a deposit (Finance role required)

📄️ Get count of open (non-closed) deposits (Finance role required)

Get count of open (non-closed) deposits (Finance role required)

📄️ List all donation funds (Finance role required)

List all donation funds (Finance role required)

📄️ Get a single donation fund (Finance role required)

Get a single donation fund (Finance role required)

📄️ Resolve fiscal year ID for a given date (Finance role required)

Returns the fiscal year ID and label for the supplied date, respecting the iFYMonth system setting. Falls back to the current fiscal year when no date is supplied.

📄️ List all fundraisers (Manage Fundraisers role required)

List all fundraisers (Manage Fundraisers role required)

📄️ Create a new fundraiser (Manage Fundraisers role required)

Create a new fundraiser (Manage Fundraisers role required)

📄️ Get a single fundraiser (Manage Fundraisers role required)

Get a single fundraiser (Manage Fundraisers role required)

📄️ Update a fundraiser (Manage Fundraisers role required)

Update a fundraiser (Manage Fundraisers role required)

📄️ Delete a fundraiser (Manage Fundraisers role required)

Delete a fundraiser (Manage Fundraisers role required)

📄️ Get all payments (Finance role required)

Get all payments (Finance role required)

📄️ Submit a new pledge or payment (Finance role required)

Submit a new pledge or payment (Finance role required)

📄️ Get pledge and payment history for a family (Finance role required)

Results are filtered by fyid (fiscal year) when a positive value is provided. fyid=0 means All Time (no date filter at all). Omitting fyid entirely falls back to the current user's ShowSince date preference. ShowPayments/ShowPledges preferences always apply.

📄️ Get pledge/payment details by group key (Finance role required)

Returns all rows sharing the same GroupKey, including per-fund amounts and family information.

📄️ Update an existing pledge or payment group (Finance role required)

Replaces the fund rows for the given GroupKey with the submitted FundSplit. Supports the same multi-fund split fields as POST /payments/pledges.

📄️ Delete a payment by group key (Finance role required)

Deletes the pledge or payment group and all associated fund allocations.

📄️ List distinct donation fund categories

List distinct donation fund categories

📄️ Rename a category on every fund that uses it (merges if the new name exists)

Rename a category on every fund that uses it (merges if the new name exists)

📄️ Remove a category from every fund that uses it (funds become uncategorized)

Remove a category from every fund that uses it (funds become uncategorized)

📄️ Create a new donation fund (Admin only)

Create a new donation fund (Admin only)

📄️ Update a donation fund (Admin only)

Update a donation fund (Admin only)

📄️ Delete a donation fund (Admin only)

Delete a donation fund (Admin only)

📄️ Move a donation fund up or down in display order (Admin only)

Move a donation fund up or down in display order (Admin only)