Finance

Deposits and payments (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.

📄️ 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 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.