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The Finance module covers the bank and cash records the company uses for money movements. Right now the Bank sub-module’s definitions, repayment plans and incoming/outgoing EFT-transfer vouchers are available; other bank voucher types (internal transfers, POS collections, …) and the Cash sub-module are coming soon.

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Bank

A Bank is a simple definition referenced by BankName when creating a record (see matching by text). A bank account is the company’s own operational bank account — do not confuse it with a customer’s own bank account info (/customers/{customerId}/bank-accounts), which is reference information the customer gave you and creates no money movement. Accounts with AccountType 3 (POS account) can also carry repayment plan and commission rate records. Bank transfer vouchers record money coming into or going out of a bank account against one or more customers.

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Permissions

Both reading and writing are protected by ApiPolicies.FinanceRead/FinanceWrite (the 8th digit of the P claim). Unlike the Definition module, Finance has its own dedicated permission; reading also requires a valid Finance read permission.