Get All Member Transactions By Client

Retrieves all member transactions for all members associated with a client.

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Query Params
string
required

The name of the client organization

integer
Defaults to 1

Page number to be returned. If not specified, default is 1.

integer
Defaults to 25

Maximum number of items to be returned per page. If not specified, default is 25.

string
enum
Defaults to creationDate

The property by which the response is sorted

Allowed:
string
enum
Defaults to Descending

The sort direction

Allowed:
string

Search by Member Name or Account Number or Amount or Reference Identifier

string

Start date of date range

string

End date of date range

status
array of strings

Comma-separated list of transaction statuses

status
string
enum

Describes the transaction category. Possible values are: CONTRIBUTION, DISBURSEMENT, REDEMPTION, TRANSFER, DEPOSIT, WITHDRAWAL, CORPORATE_ACTION, CARD, ADJUSTMENT, RETURN, FEE, and MEMBER_FEE_REVENUE

string
enum

Additional transaction type. Some possible values are listed below; to view the full list refer to the documentation. MemberContribution, ClientOrgContribution, Incentive, Payroll, Cashback, Refund, Reimbursement, MemberPurchase, TransferPointsToDollars, MemberTransfer, Closed, ReceivedAchTransaction, ReceivedWireTransaction.

string
enum

Debit vs. Credit

Allowed:
string

Tax year to which a contribution or limit applies

boolean

Indicates whether the transaction has been disputed

Responses

401

Not authorized

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Response
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application/json