Set Transaction Category Money-Out Approval
curl --request PUT \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json' \
--data '
{
"moneyOutRequiresApproval": false
}
'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval"
payload = { "moneyOutRequiresApproval": False }
headers = {
"Authorization": "<api-key>",
"Content-Type": "application/json"
}
response = requests.put(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PUT',
headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({moneyOutRequiresApproval: false})
};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PUT",
CURLOPT_POSTFIELDS => json_encode([
'moneyOutRequiresApproval' => false
]),
CURLOPT_HTTPHEADER => [
"Authorization: <api-key>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval"
payload := strings.NewReader("{\n \"moneyOutRequiresApproval\": false\n}")
req, _ := http.NewRequest("PUT", url, payload)
req.Header.Add("Authorization", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.put("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval")
.header("Authorization", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"moneyOutRequiresApproval\": false\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Put.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"moneyOutRequiresApproval\": false\n}"
response = http.request(request)
puts response.read_body{
"categories": [
{
"id": "550e8400-e29b-41d4-a716-446655440120",
"name": "Commissions",
"kind": "operating",
"expectedDirection": "payable",
"moneyOutRequiresApproval": false,
"deprecatedAt": null,
"everUsed": true,
"liveInvoiceCount": 4,
"lineItemTypes": [
{
"id": "550e8400-e29b-41d4-a716-446655440130",
"name": "Commission",
"direction": "payable",
"deprecatedAt": null,
"everUsed": true,
"liveInvoiceCount": 4
}
]
}
],
"policyFinancials": {
"invoiceTypes": [],
"lineItemTypes": []
},
"classifications": []
}Configuration
Set Transaction Category Money-Out Approval
Sets whether a transaction category’s (claims invoice type’s) money-out invoices require approval before a payment can be recorded. Money-in invoices never require approval. Uses the same audited operation as Financials settings; the URL fixes the claims (event) vocabulary.
Each invoice records its own requirement when it is created, so a change through the API reaches new invoices only: open invoices keep the requirement they recorded. To also change open invoices, change the setting in the app, which offers to apply it to them.
Required permission: financials.configure
PUT
/
api
/
v1
/
companies
/
{companyId}
/
financials
/
config
/
categories
/
{categoryId}
/
money-out-approval
Set Transaction Category Money-Out Approval
curl --request PUT \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json' \
--data '
{
"moneyOutRequiresApproval": false
}
'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval"
payload = { "moneyOutRequiresApproval": False }
headers = {
"Authorization": "<api-key>",
"Content-Type": "application/json"
}
response = requests.put(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PUT',
headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({moneyOutRequiresApproval: false})
};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PUT",
CURLOPT_POSTFIELDS => json_encode([
'moneyOutRequiresApproval' => false
]),
CURLOPT_HTTPHEADER => [
"Authorization: <api-key>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval"
payload := strings.NewReader("{\n \"moneyOutRequiresApproval\": false\n}")
req, _ := http.NewRequest("PUT", url, payload)
req.Header.Add("Authorization", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.put("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval")
.header("Authorization", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"moneyOutRequiresApproval\": false\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/categories/{categoryId}/money-out-approval")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Put.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"moneyOutRequiresApproval\": false\n}"
response = http.request(request)
puts response.read_body{
"categories": [
{
"id": "550e8400-e29b-41d4-a716-446655440120",
"name": "Commissions",
"kind": "operating",
"expectedDirection": "payable",
"moneyOutRequiresApproval": false,
"deprecatedAt": null,
"everUsed": true,
"liveInvoiceCount": 4,
"lineItemTypes": [
{
"id": "550e8400-e29b-41d4-a716-446655440130",
"name": "Commission",
"direction": "payable",
"deprecatedAt": null,
"everUsed": true,
"liveInvoiceCount": 4
}
]
}
],
"policyFinancials": {
"invoiceTypes": [],
"lineItemTypes": []
},
"classifications": []
}Authorizations
Path Parameters
Body
application/json
