Create Event Transaction

Creates a new financial transaction for an event.

Transaction Types:

• Non-itemized types (e.g., indemnity_invoice): Require amount field, lineItems is forbidden
• Itemized types (e.g., alae_invoice): Require lineItems array, amount is forbidden

Use the GET /transaction-categories endpoint to see available transaction types and whether they are itemized.

Note: This endpoint does NOT automatically update reserves. Use PATCH /events//financials/expected-totals to update reserves.

Required permission: company.payment:create

POST /api/external/companies/{companyId}/events/{eventId}/financials/transactions

cURL

nonItemizedTransaction

curl --request POST \
  --url https://app.aiinsurance.io/api/external/companies/{companyId}/events/{eventId}/financials/transactions \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "transactionType": "indemnity_invoice",
  "transactionDate": "2025-01-15",
  "amount": 500000,
  "payeeId": "550e8400-e29b-41d4-a716-446655440050",
  "description": "Initial claim payment",
  "status": "owed"
}
'

200

success

{
  "id": "550e8400-e29b-41d4-a716-446655440010"
}

Authorizations

Authorization · string · header · required

API key authentication. Include your API key in the Authorization header.

Path Parameters

companyId · string<uuid> · required

Company identifier

eventId · string<uuid> · required

Event identifier

Body

application/json

Request body for creating an event transaction

transactionType · string · required

Transaction category identifier (e.g., "indemnity_invoice", "alae_invoice")

transactionDate · string<date> · required

Transaction date (YYYY-MM-DD)

payeeId · string<uuid> · required

ID of an existing payee. Use GET /payees to find valid IDs, or POST /payees to create one first.

amount · integer

Transaction amount in cents (required for non-itemized transaction types, forbidden for itemized types)

description · string

Transaction description

status · enum<string> · default: owed

Transaction status (default is "owed")

Available options: owed, paid, approved

paidDate · string<date>

Date the transaction was paid (YYYY-MM-DD, required if status is "paid")

dateModified · string<date>

Optional override for the transaction's most recent modification date (YYYY-MM-DD). Defaults to current time if not provided.

entryDate · string<date>

Optional override for the transaction's entry date (YYYY-MM-DD). Defaults to current time if not provided.

lineItems · object[]

Line items for itemized transaction types (required for itemized types, forbidden for non-itemized)

Show child attributes

Response

200

application/json

Transaction created successfully

id · string<uuid>

The ID of the created transaction