Match a Pennylane supplier invoice to a bank transaction
Input
companyId requiredThe number in the app URL at /companies/<id>/.
invoiceId requiredSupplier invoice id, as app.pennylane.com/list_invoices returns it.
transactionId requiredBank transaction id, as app.pennylane.com/find_transactions_for_invoice returns it.
dryRun optionalWhen true, read both records and return them without linking.
Default: trueOutput
dryRun requiredinvoice requiredmatched requiredtransaction requiredremainingToMatch optionalFAQ
Find Pennylane bank transactions for a supplier invoice
Lists the bank transactions a Pennylane supplier invoice can be matched to: Pennylane's own suggestions for that invoice, with their confidence score, and one page of the company's bank transactions, newest first, which can be narrowed by words of the bank label, an exact amount and a date range. Transactions already grouped with this invoice are left out of both lists; invoice.remainingToMatch says how much of the invoice is still unmatched (0 when fully matched). Amounts of transactions are signed as on the bank statement, so money paid out is negative, and their remainingToMatch is the part Pennylane still counts as unmatched. It only reads and never matches anything. Fails when the invoice does not exist and when signed out of Pennylane.
List Pennylane supplier invoices
Lists a Pennylane company's supplier invoices, one tab and one page at a time, in the order the page shows them (newest added first). Tabs are all, inbox, to pay, paid, to approve, in dispute, and archived for the archived invoices; search narrows the list by invoice number, as the page's search box does. Returns each invoice's id, label, supplier, invoice number, date, creation date, deadline, amount in the invoice currency and in euros, invoice and payment status, and paid flag, plus paging totals (use hasNextPage to ask for the next page). An account that only sees its own invoices gets that single list without tabs or search. Requires companyId, the number in the app URL at /companies/<id>/. Fails with a sign-in error when the browser is not signed in to Pennylane.
Archive Pennylane supplier invoices
Archive one or more Pennylane supplier invoices by id, from any tab. With dryRun (default true) each invoice is only previewed: its archive confirmation is opened, then cancelled, so nothing is archived; dryRun false confirms and reads the invoice back to check it is archived. Returns, per invoice, whether it was found, its label and amount, whether it was archived, and a warning when it is matched to a bank transaction (archiving removes that match), already archived, or shares its number or amount with too many invoices to be singled out. Fails with a sign-in error when the browser is not signed in to Pennylane.