GET api/recurringTransactions/preview/insert?BuildingId={BuildingId}&ChargeCodeId={ChargeCodeId}&UnitId={UnitId}&UnitType={UnitType}&ChargeCodeAdjustedCodeId={ChargeCodeAdjustedCodeId}&OverrideDueDay={OverrideDueDay}&StartDate={StartDate}&EndDate={EndDate}&Rate={Rate}&Amount={Amount}&Type={Type}&ApplyToId={ApplyToId}&CreatedBy={CreatedBy}&IsLinkedCredit={IsLinkedCredit}&LinkedCreditGroupId={LinkedCreditGroupId}&Id={Id}&RetroGLPostDate={RetroGLPostDate}

Preview before the user can submit to create recurring charge Goes through the same process as insert except nothing is created in the db yet

Request Information

URI Parameters

NameDescriptionTypeAdditional information
BuildingId

[Required] Building Id

integer

Range: inclusive between 1 and 2147483647

ChargeCodeId

[Required] Charge Code Id

integer

Range: inclusive between 1 and 2147483647

UnitId

[Required when AppliesTo = Unit] It will default to 0 for ApplyTo is All\UnitType

integer

None.

UnitType

[Required when AppliesTo = UnitType] It will default to 0 for ApplyTo is All\Shares\Unit

integer

None.

ChargeCodeAdjustedCodeId

[Required when Type = Credit] Adjusted Code Id

integer

None.

OverrideDueDay

[Required] Day of the month the charge/credit is going to be posted. Valid values are betwee 1 and 31.

integer

Range: inclusive between 1 and 31

StartDate

[Required] Date the Recurring Transaction begins.

date

Required

EndDate

[Required] Date the Recurring Transaction ends.

date

Required

Rate

[Required when ApplyTo = Shares] Will default to 0.00M when ApplyTo is not Shares

decimal number

None.

Amount

[Required when ApplyTo is not Shares]. Will default to 0.00M when ApplyTo = Shares.

decimal number

None.

Type

[Required] Type of the Recurring Transaction. Possible values for charge: 'Charge' or 0. Possible values for credit: 'Credit' or 1. If Type isn't passed in then it is defaulted to Charge

RecurringTransactionType

None.

ApplyToId

[Required] Id of Apply To configuration.

RecurringTransactionAppliesTo

None.

CreatedBy

[Required] Id of User who created the recurring transaction

integer

Range: inclusive between 1 and 2147483647

IsLinkedCredit

Indicates if the new recurring credit is associated with a recurring charge.

boolean

None.

LinkedCreditGroupId

Id of recurring charge that is going to be associated with new recurring credit. Provide if IsLinkedCredit is set to True.

integer

None.

Id

Id of Linked Credit

integer

None.

RetroGLPostDate

Retro GL Post Date

date

None.

Body Parameters

None.

Response Information

Resource Description

RecurringTransactionPreviewViewModel

RecurringTransactionPreviewViewModel
NameDescriptionTypeAdditional information
EntityId

Entity Id

integer

None.

EntityName

Entity Name

string

None.

EntityChargeCodeTotal

Entity Charge Code Total currently only applies to Global Adjustment.

decimal number

None.

EntityRetroChargeTotal

Entity Retro Total currently only applies to Global Adjustment.

decimal number

None.

Buildings

Building(s) along with Recurring Transaction Line Items

Collection of BuildingRecurringTransactionViewModel

None.

Response Formats

application/json, text/json

Sample:
{
  "entityId": 1,
  "entityName": "sample string 2",
  "entityChargeCodeTotal": 1.0,
  "entityRetroChargeTotal": 1.0,
  "buildings": [
    {
      "buildingId": 1,
      "readableBuildingId": "sample string 2",
      "buildingName": "sample string 3",
      "buildingRetroChargeTotal": 4.0,
      "buildingChargeCodeTotal": 5.0,
      "areRecurringChargesRounded": true,
      "recurringTransactions": [
        {
          "id": 1,
          "buildingId": 2,
          "chargeCodeDescription": "sample string 3",
          "unitId": 4,
          "unitNumber": "sample string 5",
          "unitType": "sample string 6",
          "unitTypeId": 7,
          "overrideDueDay": "sample string 8",
          "startDate": "2025-05-29T02:42:28.4344057-04:00",
          "endDate": "2025-05-29T02:42:28.4344057-04:00",
          "rate": 1.0,
          "numberOfShares": 1.0,
          "newAmount": 11.0,
          "oldAmount": 1.0,
          "chargeType": "sample string 12",
          "applyTo": "sample string 13",
          "feeSchedule": "sample string 14",
          "retroChargeAmount": 1.0
        },
        {
          "id": 1,
          "buildingId": 2,
          "chargeCodeDescription": "sample string 3",
          "unitId": 4,
          "unitNumber": "sample string 5",
          "unitType": "sample string 6",
          "unitTypeId": 7,
          "overrideDueDay": "sample string 8",
          "startDate": "2025-05-29T02:42:28.4344057-04:00",
          "endDate": "2025-05-29T02:42:28.4344057-04:00",
          "rate": 1.0,
          "numberOfShares": 1.0,
          "newAmount": 11.0,
          "oldAmount": 1.0,
          "chargeType": "sample string 12",
          "applyTo": "sample string 13",
          "feeSchedule": "sample string 14",
          "retroChargeAmount": 1.0
        }
      ]
    },
    {
      "buildingId": 1,
      "readableBuildingId": "sample string 2",
      "buildingName": "sample string 3",
      "buildingRetroChargeTotal": 4.0,
      "buildingChargeCodeTotal": 5.0,
      "areRecurringChargesRounded": true,
      "recurringTransactions": [
        {
          "id": 1,
          "buildingId": 2,
          "chargeCodeDescription": "sample string 3",
          "unitId": 4,
          "unitNumber": "sample string 5",
          "unitType": "sample string 6",
          "unitTypeId": 7,
          "overrideDueDay": "sample string 8",
          "startDate": "2025-05-29T02:42:28.4344057-04:00",
          "endDate": "2025-05-29T02:42:28.4344057-04:00",
          "rate": 1.0,
          "numberOfShares": 1.0,
          "newAmount": 11.0,
          "oldAmount": 1.0,
          "chargeType": "sample string 12",
          "applyTo": "sample string 13",
          "feeSchedule": "sample string 14",
          "retroChargeAmount": 1.0
        },
        {
          "id": 1,
          "buildingId": 2,
          "chargeCodeDescription": "sample string 3",
          "unitId": 4,
          "unitNumber": "sample string 5",
          "unitType": "sample string 6",
          "unitTypeId": 7,
          "overrideDueDay": "sample string 8",
          "startDate": "2025-05-29T02:42:28.4344057-04:00",
          "endDate": "2025-05-29T02:42:28.4344057-04:00",
          "rate": 1.0,
          "numberOfShares": 1.0,
          "newAmount": 11.0,
          "oldAmount": 1.0,
          "chargeType": "sample string 12",
          "applyTo": "sample string 13",
          "feeSchedule": "sample string 14",
          "retroChargeAmount": 1.0
        }
      ]
    }
  ]
}

application/xml, text/xml

Sample:
<RecurringTransactionPreviewViewModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CamAcctApi.ViewModels.RecurringTransactions">
  <Buildings>
    <BuildingRecurringTransactionViewModel>
      <AreRecurringChargesRounded>true</AreRecurringChargesRounded>
      <BuildingChargeCodeTotal>5</BuildingChargeCodeTotal>
      <BuildingId>1</BuildingId>
      <BuildingName>sample string 3</BuildingName>
      <BuildingRetroChargeTotal>4</BuildingRetroChargeTotal>
      <ReadableBuildingId>sample string 2</ReadableBuildingId>
      <RecurringTransactions>
        <RecurringTransactionPreviewLineItemViewModel>
          <ApplyTo>sample string 13</ApplyTo>
          <BuildingId>2</BuildingId>
          <ChargeCodeDescription>sample string 3</ChargeCodeDescription>
          <ChargeType>sample string 12</ChargeType>
          <EndDate>2025-05-29T02:42:28.4344057-04:00</EndDate>
          <FeeSchedule>sample string 14</FeeSchedule>
          <Id>1</Id>
          <NewAmount>11</NewAmount>
          <NumberOfShares>1</NumberOfShares>
          <OldAmount>1</OldAmount>
          <OverrideDueDay>sample string 8</OverrideDueDay>
          <Rate>1</Rate>
          <RetroChargeAmount>1</RetroChargeAmount>
          <StartDate>2025-05-29T02:42:28.4344057-04:00</StartDate>
          <UnitId>4</UnitId>
          <UnitNumber>sample string 5</UnitNumber>
          <UnitType>sample string 6</UnitType>
          <UnitTypeId>7</UnitTypeId>
        </RecurringTransactionPreviewLineItemViewModel>
        <RecurringTransactionPreviewLineItemViewModel>
          <ApplyTo>sample string 13</ApplyTo>
          <BuildingId>2</BuildingId>
          <ChargeCodeDescription>sample string 3</ChargeCodeDescription>
          <ChargeType>sample string 12</ChargeType>
          <EndDate>2025-05-29T02:42:28.4344057-04:00</EndDate>
          <FeeSchedule>sample string 14</FeeSchedule>
          <Id>1</Id>
          <NewAmount>11</NewAmount>
          <NumberOfShares>1</NumberOfShares>
          <OldAmount>1</OldAmount>
          <OverrideDueDay>sample string 8</OverrideDueDay>
          <Rate>1</Rate>
          <RetroChargeAmount>1</RetroChargeAmount>
          <StartDate>2025-05-29T02:42:28.4344057-04:00</StartDate>
          <UnitId>4</UnitId>
          <UnitNumber>sample string 5</UnitNumber>
          <UnitType>sample string 6</UnitType>
          <UnitTypeId>7</UnitTypeId>
        </RecurringTransactionPreviewLineItemViewModel>
      </RecurringTransactions>
    </BuildingRecurringTransactionViewModel>
    <BuildingRecurringTransactionViewModel>
      <AreRecurringChargesRounded>true</AreRecurringChargesRounded>
      <BuildingChargeCodeTotal>5</BuildingChargeCodeTotal>
      <BuildingId>1</BuildingId>
      <BuildingName>sample string 3</BuildingName>
      <BuildingRetroChargeTotal>4</BuildingRetroChargeTotal>
      <ReadableBuildingId>sample string 2</ReadableBuildingId>
      <RecurringTransactions>
        <RecurringTransactionPreviewLineItemViewModel>
          <ApplyTo>sample string 13</ApplyTo>
          <BuildingId>2</BuildingId>
          <ChargeCodeDescription>sample string 3</ChargeCodeDescription>
          <ChargeType>sample string 12</ChargeType>
          <EndDate>2025-05-29T02:42:28.4344057-04:00</EndDate>
          <FeeSchedule>sample string 14</FeeSchedule>
          <Id>1</Id>
          <NewAmount>11</NewAmount>
          <NumberOfShares>1</NumberOfShares>
          <OldAmount>1</OldAmount>
          <OverrideDueDay>sample string 8</OverrideDueDay>
          <Rate>1</Rate>
          <RetroChargeAmount>1</RetroChargeAmount>
          <StartDate>2025-05-29T02:42:28.4344057-04:00</StartDate>
          <UnitId>4</UnitId>
          <UnitNumber>sample string 5</UnitNumber>
          <UnitType>sample string 6</UnitType>
          <UnitTypeId>7</UnitTypeId>
        </RecurringTransactionPreviewLineItemViewModel>
        <RecurringTransactionPreviewLineItemViewModel>
          <ApplyTo>sample string 13</ApplyTo>
          <BuildingId>2</BuildingId>
          <ChargeCodeDescription>sample string 3</ChargeCodeDescription>
          <ChargeType>sample string 12</ChargeType>
          <EndDate>2025-05-29T02:42:28.4344057-04:00</EndDate>
          <FeeSchedule>sample string 14</FeeSchedule>
          <Id>1</Id>
          <NewAmount>11</NewAmount>
          <NumberOfShares>1</NumberOfShares>
          <OldAmount>1</OldAmount>
          <OverrideDueDay>sample string 8</OverrideDueDay>
          <Rate>1</Rate>
          <RetroChargeAmount>1</RetroChargeAmount>
          <StartDate>2025-05-29T02:42:28.4344057-04:00</StartDate>
          <UnitId>4</UnitId>
          <UnitNumber>sample string 5</UnitNumber>
          <UnitType>sample string 6</UnitType>
          <UnitTypeId>7</UnitTypeId>
        </RecurringTransactionPreviewLineItemViewModel>
      </RecurringTransactions>
    </BuildingRecurringTransactionViewModel>
  </Buildings>
  <EntityChargeCodeTotal>1</EntityChargeCodeTotal>
  <EntityId>1</EntityId>
  <EntityName>sample string 2</EntityName>
  <EntityRetroChargeTotal>1</EntityRetroChargeTotal>
</RecurringTransactionPreviewViewModel>