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Bank Transaction Statements

A bank transaction statement records how a bank transaction should be understood — its category (purchase/sale, loan, salary, VAT payment, etc.), the related business partner, an optional supporting voucher, and a free-text comment. Statements are typically created by a user to explain or substantiate a transaction that could not be matched automatically, providing the context the accounting process needs.

Bank transaction statements are nested under a bank transaction. The id in the path is the ID of the bank transaction.

Endpoints

Method Endpoint Description
GET /bank-transactions/{id}/statements List the statements attached to a bank transaction
POST /bank-transactions/{id}/statements Create a statement on a bank transaction

Authentication

All requests require a valid Authorization: Bearer token. The authenticated user must have access to the client account that owns the bank transaction; otherwise the request is rejected with 403 Forbidden.

List Bank Transaction Statements

GET /api/v2/bank-transactions/{id}/statements

Returns the statements attached to the given bank transaction as a JSON array.

Query Parameters

Parameter Type Required Description
with string No Comma-separated list of relations to include. Supported: bank_transaction, business_partner, voucher

Example Request

curl "https://api.snapbooks.no/v2/bank-transactions/123/statements?with=business_partner" \
  -H "Authorization: Bearer YOUR_TOKEN"

Create Bank Transaction Statement

POST /api/v2/bank-transactions/{id}/statements

Creates a statement on the bank transaction. The bank_transaction_id and client_account_id are taken from the transaction in the path, and created_by_id is set to the authenticated user — any values for these fields in the request body are ignored.

Creating a statement also resolves any open accounting questions on the transaction that ask for a file to be attached or a statement to be provided: those questions are automatically closed.

Request Body

Field Type Required Description
category string No The category of the transaction. See Categories
business_partner_id integer No ID of the related business partner
voucher_id integer No ID of a voucher (uploaded file) that supports the transaction
comment string No Free-text comment

Categories

Value Description
PURCHASE_SALES Purchase or sale
SHORT_TERM_LOAN Short-term loan
LONG_TERM_LOAN Long-term loan
LOAN_INTEREST_FEES Interest and fees on a loan
LOAN_REPAYMENT Loan repayment
LOAN_REPAYMENT_INTEREST_FEES Loan repayment including interest and fees
VAT_PAYMENT_REFUND VAT payment or refund
TAX_PAYMENT_REFUND Tax payment or refund
SALARY_PAYMENT Salary payment
ADVANCE_SALARY_PAYMENT Advance salary payment
DIVIDEND_PAYMENT Dividend payment
SECURITY_DEPOSIT Security deposit
SHARE_CAPITAL Share capital

Example Request

curl -X POST "https://api.snapbooks.no/v2/bank-transactions/123/statements" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "category": "PURCHASE_SALES",
    "business_partner_id": 56,
    "voucher_id": 4567,
    "comment": "Office supplies from Romashka Ltd"
  }'

Example Response (201 Created)

{
  "id": 7001,
  "created_at": "2026-06-02T10:15:00Z",
  "created_by_id": 7,
  "client_account_id": 7,
  "bank_transaction_id": 123,
  "category": "PURCHASE_SALES",
  "business_partner_id": 56,
  "voucher_id": 4567,
  "comment": "Office supplies from Romashka Ltd"
}

Attributes

Attribute Type Description
id integer The unique ID of the statement (read-only)
created_at datetime When the statement was created (read-only)
created_by_id integer ID of the user that created the statement (read-only)
client_account_id integer ID of the client account the statement belongs to
bank_transaction_id integer ID of the bank transaction the statement is attached to
category string Category of the transaction. See Categories
business_partner_id integer ID of the related business partner
voucher_id integer ID of a supporting voucher (uploaded file)
comment string Free-text comment

Relations

Relation Type Description
bank_transaction Bank Transaction The bank transaction the statement is attached to
business_partner Business Partner The related business partner
voucher Voucher The supporting voucher

Relations are opt-in. Request them through with, e.g. ?with=business_partner,voucher.

Error Responses

Status Description
400 No request body provided on POST
403 Bank transaction belongs to a client account the user cannot access