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GET
/
reports
/
crr
Cash Receipts Report
curl --request GET \
  --url https://api.montereyfinancial.app/reports/crr \
  --header 'Authorization: Bearer <token>'
{
  "rows": [
    {
      "transaction_id": "<string>",
      "organization_id": "<string>",
      "account_id": "<string>",
      "type": "<string>",
      "amount_cents": 123,
      "effective_at": "2023-12-25",
      "status": "<string>",
      "principal_applied_cents": 123,
      "interest_applied_cents": 123,
      "late_fee_cents": 123,
      "nsf_fee_cents": 123,
      "service_fee_cents": 123,
      "other_fee_cents": 123,
      "excess_cents": 123,
      "check_number": "<string>",
      "cancelled_at": "2023-12-25"
    }
  ],
  "page": {
    "has_more": true,
    "limit": 123,
    "next_cursor": "<string>"
  }
}

Documentation Index

Fetch the complete documentation index at: https://docs.montereyfinancial.dev/llms.txt

Use this file to discover all available pages before exploring further.

Authorizations

Authorization
string
header
required

Static API key issued via the client portal. Treat it like a password.

Query Parameters

from
string<date>
required

Inclusive lower bound on effective_at (YYYY-MM-DD).

to
string<date>
required

Inclusive upper bound on effective_at (YYYY-MM-DD).

organization_id
string | null

Restrict results to a single organization. Must be one of the orgs the calling key is scoped to — anything else returns 403.

cursor
string | null

Opaque pagination cursor from a previous response's page.next_cursor. Omit on the first page.

limit
integer | null

Page size for cursor pagination. Default 100, minimum 1, maximum 500. Requests above the maximum return 422 — narrow your page size and use the returned next_cursor to walk additional pages.

Required range: 1 <= x <= 500

Response

Successful Response

rows
TransactionRow · object[]
required
page
PageMeta · object
required