Upgrade Notes Week 48

Who is affected

All users utilizing the statement generation functionality via API.

What will be changed

The statement generation logic for PDF and CSV formats will now use the FinalizedAt date instead of the UpdatedAt date for transaction export.

Expected release

December 2024

Instructions

1. Update your API requests to include the FinalizedAt field in the request body of the POST ​/api​/clients​/{clientId}​/statement-requests​/{_format} method.

2. Remove any dependencies on the UpdatedAt field, as it will no longer be supported for this functionality.

Consequences

If the FinalizedAt field is not included in the request body, the API request will fail, and statement generation will not be processed.