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External Payments

An external payment is a manual record of a payment made outside of Kantata OX. An external payment can be applied to an invoice, or just recorded directly to a project.

Fetching a list of External Payments

Request

The external payments currently visible to the user that is logged-in.

This endpoint returns structured External Payment objects. As with all Kantata OX API endpoints, the returned data will be referenced in sorted order in the results array and will be indexed by ID in the external_payments top-level JSON key. Please see our Response Format section for more information.

Query
created_afterstring, (date-time)

Filter for records created after a specified datetime. The datetime must be in ISO 8601 format.

created_beforestring, (date-time)

Filter for records created before a specified datetime. The datetime must be in ISO 8601 format.

includestring

Any of the below associations can be included in your request by providing the include param, e.g. include=association1,association2.

  • invoice (Invoice) - The invoice (if any) for which the external payment was created.
  • user (User) - The user who created the external payment.
  • workspace (Workspace) - The project in which the external payment was created.
invoice_idinteger, (int32)

Limit returned external payments to those paying the invoice with the specified ID.

onlystring

Allows you to request one or more resources directly by ID. Multiple IDs can be supplied in a comma separated list, like GET /api/v1/workspaces.json?only=5,6,7.

orderstring

Supply order with the name of a valid sort field for the endpoint and a direction.

Valid values: created_at:asc, created_at:desc, id:asc, id:desc, updated_at:asc, and updated_at:desc.

Default:"created_at:desc"
pageinteger, (int32)
Default:1
per_pageinteger, (int32), <= 200
Default:20
updated_afterstring, (date-time)

Filter for records updated after a specified datetime. The datetime must be in ISO 8601 format.

updated_beforestring, (date-time)

Filter for records updated before a specified datetime. The datetime must be in ISO 8601 format.

user_idinteger, (int32)

Limit returned external payments to those created by the user with the specified ID.

workspace_idinteger, (int32)

Limit returned external payments to those logged within the specified workspace_id.

GET
/external_payments
curl -i -X GET \
  'https://api.mavenlink.com/api/v1/external_payments?created_after=2019-08-24T14%3A15%3A22Z&created_before=2019-08-24T14%3A15%3A22Z&include=string&invoice_id=0&only=string&order=created_at%3Adesc&page=1&per_page=20&updated_after=2019-08-24T14%3A15%3A22Z&updated_before=2019-08-24T14%3A15%3A22Z&user_id=0&workspace_id=0'

Responses

A list of External Payments have been retrieved.

Bodyapplication/json
countinteger, (int32)
metaobject
resultsArray of objects
external_paymentsobject
usersobject
workspacesobject
invoicesobject
Response
{ "count": 0, "meta": { "count": 0, "page_count": 0, "page_number": 0, "page_size": 0 }, "results": [ { "key": "string", "id": "string" } ], "external_payments": { "property1": { "amount_in_cents": 0, "created_at": "2019-08-24T14:15:22Z", "invoice_id": 0, "message": "string", "updated_at": "2019-08-24T14:15:22Z", "user_id": 0, "workspace_id": 0 }, "property2": { "amount_in_cents": 0, "created_at": "2019-08-24T14:15:22Z", "invoice_id": 0, "message": "string", "updated_at": "2019-08-24T14:15:22Z", "user_id": 0, "workspace_id": 0 } }, "users": { "property1": { "abbreviated_timezone": "string", "account_membership_id": "string", "bio": "string", "city": "string", "classification": "string", "country": "string", "custom_field_value_ids": [ "string" ], "email_address": "string", "external_reference_ids": [ "string" ], "full_name": "string", "headline": "string", "last_site_activity": "2019-08-24T14:15:22Z", "manager_id": "string", "photo_path": "string", "role_id": "string", "skill_ids": [ "string" ], "skill_membership_ids": [ "string" ], "state": "string", "website": "string", "work_sample_ids": [ "string" ] }, "property2": { "abbreviated_timezone": "string", "account_membership_id": "string", "bio": "string", "city": "string", "classification": "string", "country": "string", "custom_field_value_ids": [ "string" ], "email_address": "string", "external_reference_ids": [ "string" ], "full_name": "string", "headline": "string", "last_site_activity": "2019-08-24T14:15:22Z", "manager_id": "string", "photo_path": "string", "role_id": "string", "skill_ids": [ "string" ], "skill_membership_ids": [ "string" ], "state": "string", "website": "string", "work_sample_ids": [ "string" ] } }, "workspaces": { "property1": { "access_level": "string", "account_color_id": "string", "account_id": 0, "account_insights_mapping_ids": [ "string" ], "actual_fees_includes_additional_line_items": true, "actual_fees_includes_expenses": true, "approver_id": "string", "approver_ids": [ "string" ], "archived": true, "billable_minutes": 0, "billing_milestone_ids": [ "string" ], "budget_remaining": "string", "budget_used": "string", "budget_used_in_cents": 0, "budgeted": true, "can_create_line_items": true, "can_invite": true, "change_orders_enabled": true, "client_lead_name": "string", "client_role_name": "string", "consultant_role_name": "string", "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "current_status_report_id": "string", "current_user_participation_id": "string", "custom_field_value_ids": [ "string" ], "default_rate": "string", "description": "string", "due_date": "2019-08-24", "effective_due_date": "2019-08-24", "estimated_minutes": 0, "exclude_archived_stories_percent_complete": true, "expenses_in_burn_rate": true, "external_link": { "url": "string", "text": "string" }, "external_reference_ids": [ "string" ], "financial_viewer_ids": [ "string" ], "has_active_expense_report_submissions": true, "has_active_timesheet_submissions": true, "has_budget_access": true, "incoming_email_address": "string", "lock_date": "2019-08-24", "minutes_logged": 0, "next_uncompleted_milestone_id": "string", "non_billable_minutes": 0, "over_budget": true, "participant_ids": [ "string" ], "participation_ids": [ "string" ], "percent_of_budget_used": 0, "percentage_complete": 0, "permissions": { "can_upload_files": true, "can_private_message": true, "can_join": true, "is_participant": true, "access_level": "string", "team_lead": true, "user_is_client": true, "can_change_price": true, "can_change_story_billable": true, "can_post": true, "can_edit": true, "restricted": true, "can_see_financials": true, "is_guest_on_project": true }, "possible_approver_ids": [ "string" ], "posts_require_privacy_decision": true, "price": "string", "price_in_cents": 0, "primary_counterpart_id": "string", "primary_maven_id": "string", "primary_workspace_group_id": "string", "provider_lead_name": "string", "rate_card_id": 0, "require_expense_approvals": true, "require_notes_on_time_entries": true, "require_time_approvals": true, "revenue_recognition_method_id": "string", "revenue_recognition_method_name": "string", "stage": "string", "start_date": "2019-08-24", "status": { "color": "string", "key": "string", "message": "string" }, "status_report_ids": [ "string" ], "stories_are_fixed_fee_by_default": true, "target_margin": 0.1, "task_status_set_id": "string", "task_status_set_name": "string", "task_statuses": [ "string" ], "tasks_default_non_billable": true, "time_trackable": true, "timesheet_submission_ids": [ "string" ], "title": "string", "total_expenses_in_cents": 0, "total_invoiced": "string", "total_minutes_approved": 0, "updated_at": "2019-08-24T14:15:22Z", "workspace_group_ids": [ "string" ], "workspace_invoice_preference_id": 0, "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] }, "property2": { "access_level": "string", "account_color_id": "string", "account_id": 0, "account_insights_mapping_ids": [ "string" ], "actual_fees_includes_additional_line_items": true, "actual_fees_includes_expenses": true, "approver_id": "string", "approver_ids": [ "string" ], "archived": true, "billable_minutes": 0, "billing_milestone_ids": [ "string" ], "budget_remaining": "string", "budget_used": "string", "budget_used_in_cents": 0, "budgeted": true, "can_create_line_items": true, "can_invite": true, "change_orders_enabled": true, "client_lead_name": "string", "client_role_name": "string", "consultant_role_name": "string", "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "current_status_report_id": "string", "current_user_participation_id": "string", "custom_field_value_ids": [ "string" ], "default_rate": "string", "description": "string", "due_date": "2019-08-24", "effective_due_date": "2019-08-24", "estimated_minutes": 0, "exclude_archived_stories_percent_complete": true, "expenses_in_burn_rate": true, "external_link": { "url": "string", "text": "string" }, "external_reference_ids": [ "string" ], "financial_viewer_ids": [ "string" ], "has_active_expense_report_submissions": true, "has_active_timesheet_submissions": true, "has_budget_access": true, "incoming_email_address": "string", "lock_date": "2019-08-24", "minutes_logged": 0, "next_uncompleted_milestone_id": "string", "non_billable_minutes": 0, "over_budget": true, "participant_ids": [ "string" ], "participation_ids": [ "string" ], "percent_of_budget_used": 0, "percentage_complete": 0, "permissions": { "can_upload_files": true, "can_private_message": true, "can_join": true, "is_participant": true, "access_level": "string", "team_lead": true, "user_is_client": true, "can_change_price": true, "can_change_story_billable": true, "can_post": true, "can_edit": true, "restricted": true, "can_see_financials": true, "is_guest_on_project": true }, "possible_approver_ids": [ "string" ], "posts_require_privacy_decision": true, "price": "string", "price_in_cents": 0, "primary_counterpart_id": "string", "primary_maven_id": "string", "primary_workspace_group_id": "string", "provider_lead_name": "string", "rate_card_id": 0, "require_expense_approvals": true, "require_notes_on_time_entries": true, "require_time_approvals": true, "revenue_recognition_method_id": "string", "revenue_recognition_method_name": "string", "stage": "string", "start_date": "2019-08-24", "status": { "color": "string", "key": "string", "message": "string" }, "status_report_ids": [ "string" ], "stories_are_fixed_fee_by_default": true, "target_margin": 0.1, "task_status_set_id": "string", "task_status_set_name": "string", "task_statuses": [ "string" ], "tasks_default_non_billable": true, "time_trackable": true, "timesheet_submission_ids": [ "string" ], "title": "string", "total_expenses_in_cents": 0, "total_invoiced": "string", "total_minutes_approved": 0, "updated_at": "2019-08-24T14:15:22Z", "workspace_group_ids": [ "string" ], "workspace_invoice_preference_id": 0, "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] } }, "invoices": { "property1": { "additional_item_ids": [ "string" ], "balance_in_cents": 0, "billing_milestone_ids": [ "string" ], "created_at": "2019-08-24T14:15:22Z", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "draft": true, "due_date": "2019-08-24", "expense_ids": [ "string" ], "external_reference_ids": [ "string" ], "fixed_fee_item_ids": [ "string" ], "invoice_date": "2019-08-24", "message": "string", "payment_schedule": 0, "project_code": "string", "purchase_order": "string", "recipient_id": "string", "status": "string", "tax_rate": 0.1, "time_entry_ids": [ "string" ], "title": "string", "updated_at": "2019-08-24T14:15:22Z", "user_id": "string", "user_invoice_number": 0, "user_invoice_title": "string", "workspace_ids": [ "string" ] }, "property2": { "additional_item_ids": [ "string" ], "balance_in_cents": 0, "billing_milestone_ids": [ "string" ], "created_at": "2019-08-24T14:15:22Z", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "draft": true, "due_date": "2019-08-24", "expense_ids": [ "string" ], "external_reference_ids": [ "string" ], "fixed_fee_item_ids": [ "string" ], "invoice_date": "2019-08-24", "message": "string", "payment_schedule": 0, "project_code": "string", "purchase_order": "string", "recipient_id": "string", "status": "string", "tax_rate": 0.1, "time_entry_ids": [ "string" ], "title": "string", "updated_at": "2019-08-24T14:15:22Z", "user_id": "string", "user_invoice_number": 0, "user_invoice_title": "string", "workspace_ids": [ "string" ] } } }