Link a Ledger Transaction to an Expected Payment

You can link an Expected Payment to a Ledger Transaction.

Linked Statuses

After a payment object is created, you can create a new Ledger Transaction linked to that object by specifying ledgerable_type and ledgerable_id.

If a Ledger Transaction is linked to an Expected Payment, we will automatically update the Ledger Transaction's status based on the status of the linked object. The table below shows how different object statuses correspond to Ledger Transaction statuses.

Ledger Transaction statusExpected Payment status
pendingunreconciled
postedreconciled
archivedarchived

After you link a Ledger Transaction to another object, you will no longer be able to manually update the Ledger Transaction's status.

If a linked Expected Payment changes from reconciled to unreconciled, we will automatically create two new Ledger Transactions: one posted transaction reversing the entries of the original transaction, and one pending transaction linked to the now unreconciled Expected Payment.