Bank Accounts and Transactions

Manage transactions and accounts in one page. This view simply groups together the accounts management and the transaction categorization list so they can be managed together. Bank Accounts and Transactions

import { BankTransactionsWithLinkedAccounts } from '@layerfi/components'

<BankTransactionsWithLinkedAccounts
  showLedgerBalance={false}
  showCustomerVendor={true}
  showTags={true}
  showDescriptions={true}
  showReceiptUploads={true}
  mobileComponent={isMobileView ? 'mobileList' : 'regularList'}
  stringOverrides={{
    title: "Bank Transactions"
  }}
/>

Properties

string

Deprecated: Page title to place in the header. Use stringOverrides.title instead.

boolean

default:"true"

Controls whether the page title/header is displayed.

string

Deprecated: Legacy mode setting. Can be inferred from the bookkeeping configuration of a business. Possible values are bookkeeping-client or self-serve.

boolean

default:"true"

Controls whether transaction descriptions are displayed in the transaction list.

boolean

default:"true"

Controls whether receipt upload functionality is available for transactions.

boolean

default:"false"

Controls whether tooltips are displayed to provide additional information about transactions and categorization.

boolean

default:"false"

Controls whether transaction tags are displayed and can be managed in the transaction list.

boolean

default:"false"

Controls whether the unlink option is available for linked accounts.

boolean

default:"false"

Controls whether upload options are displayed for transactions.

string

mobileList will use the mobile list view for transactions, while regularList will use the regular list view. See the Bank Transactions component for more information on this view.

boolean

Flag indicating whether to show the ledger balance corresponding to each linked account in the linked account card. This can be useful for users who want to reconcile ledger balances with their bank statements.

boolean

default:"false"

Flag to enable or hide the customer/vendor column in the transactions table.

function

Custom function for rendering in-app navigation links. Receives LinkingMetadata as a parameter and should return a ReactNode.

object

Overrides for default strings in the component.

Show String override options

string

Override for the page title. Defaults to “Bank transactions”.

object

String overrides for the linked accounts section. See LinkedAccounts component documentation for available options.

object

String overrides for the bank transactions section. See BankTransactions component documentation for available options.

Overview

Components

Layouts

Bank Accounts and Transactions

Properties

​Properties

Properties