Module: Increase::Models::Export::Category

Overview

The category of the Export. We may add additional possible values for this enum over time; your application should be able to handle that gracefully.

ACCOUNT_STATEMENT_OFX = Export an Open Financial Exchange (OFX) file of transactions and balances for a given time range and Account.

:account_statement_ofx

ACCOUNT_STATEMENT_BAI2 = Export a BAI2 file of transactions and balances for a given date and optional Account.

:account_statement_bai2

TRANSACTION_CSV = Export a CSV of all transactions for a given time range.

:transaction_csv

BALANCE_CSV = Export a CSV of account balances for the dates in a given range.

:balance_csv

BOOKKEEPING_ACCOUNT_BALANCE_CSV = Export a CSV of bookkeeping account balances for the dates in a given range.

:bookkeeping_account_balance_csv

ENTITY_CSV = Export a CSV of entities with a given status.

:entity_csv

VENDOR_CSV = Export a CSV of vendors added to the third-party risk management dashboard.

:vendor_csv

DASHBOARD_TABLE_CSV = Certain dashboard tables are available as CSV exports. This export cannot be created via the API.

:dashboard_table_csv

ACCOUNT_VERIFICATION_LETTER = A PDF of an account verification letter.

:account_verification_letter

FUNDING_INSTRUCTIONS = A PDF of funding instructions.

:funding_instructions

FORM_1099_INT = A PDF of an Internal Revenue Service Form 1099-INT.

:form_1099_int

FORM_1099_MISC = A PDF of an Internal Revenue Service Form 1099-MISC.

:form_1099_misc

FEE_CSV = Export a CSV of fees. The time range must not include any fees that are part of an open fee statement.

:fee_csv

VOIDED_CHECK = A PDF of a voided check.

:voided_check

DAILY_ACCOUNT_BALANCE_CSV = Export a CSV of daily account balances with starting and ending balances for a given date range.

:daily_account_balance_csv