Grouping is crucial for complex reconciliation strategies, particularly for One-to-Many and Many-to-One reconciliations. Proper grouping ensures that transactions are matched accurately and efficiently. Grouping criteria define how transactions should be categorized before they are reconciled.

Read Reconciliation Overview to learn how to perform reconciliation in your ledger.

{
  "grouping_criteria": {
    "parent_transaction": null,
    "currency": "USD",
    "status": "APPLIED",
    "description": "installment"
  }
}
FieldsDescription
parent_transactionThis groups the transactions by their respective parent_transaction ids. Set to null if there’s no specific parent ids to be grouped by.
currencyEnsures that all the transaction are in USD.
statusOnly considers transactions that have been applied.
descriptionAdds another layer of filtering by checking for specific terms in the transaction descriptions.

This grouping criteria can be used to ensure that only relevant transactions are considered for reconciliation, particularly in scenarios involving one-to-many reconciliation strategies.

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