For AI agents: visit https://docs.moderntreasury.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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LedgersJournalRelease NotesSupport
GuidesAPI ReferencePaymentsReconciliationLedgersPlatformAPI Reference
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GuidesAPI ReferencePaymentsReconciliationLedgersPlatformAPI Reference

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  • Ledgers Overview
    • Ledgers Objects
    • Debits and Credits
    • Transaction Status and Balances
    • Ledgers Guarantees
  • Ledgers Quickstart
    • Digital Wallet
    • Bill Payments
    • Marketplace
    • Cards
    • Lending
    • Payroll
    • Points & Rewards
    • FX & Crypto
      • FX Wallets
      • Crypto
      • FX Invoicing
  • Ledgers Sandbox Overview

Accounts

  • Ledger Accounts Overview
  • Ledger Currencies
    • Use Multiple Currencies
  • Link Ledger Accounts to Payment Objects
    • Link a Ledger Account to an Internal or External Account
    • Link a Ledger Account to a Virtual Account
  • Account Reconciliation
    • Balances Used in Account Reconciliation

Transactions

  • Ledger Transactions Overview
  • Design a Ledger for Concurrency
    • Lock on Account Balance or Version
    • Verify Prior Ledger States
    • Synchronous Ledger Entry Rate Limiting
  • Link Ledger Transaction to Payments
    • Link a Ledger Transaction and Payment Order
    • Link a Ledger Transaction to an Expected Payment
    • Timing Fields in Linked Transactions

Categories

  • Ledger Account Categories Overview
    • Create a Ledger Account Category
    • Add a Ledger Account to a Ledger Account Category
  • Query for Ledger Account Category Balances
  • Nest Ledger Account Categories

Settlements

  • Ledger Account Settlements Overview
  • Link Ledger Account Settlements to Payment Objects
    • Link a Ledger Account Settlement and Payment Order
    • Link a Ledger Account Settlement and Expected Payment

Reporting

  • Balance Alerts and Ledger Account Balance Monitors
  • Fund Flows
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  1. Accounts

Link Ledger Accounts to Payment Objects

You can Link Ledger Accounts to different types of Accounts from the Payment portion of the platform.

Updated 6 months ago


What’s Next
  • Link a Ledger Account to an Internal or External Account
  • Link a Ledger Account to a Virtual Account