Patch AP settings

const options = {
  method: 'PATCH',
  headers: {'Content-Type': 'application/json'},
  body: JSON.stringify({
    matchRoundingTolerance: 123,
    matchSimilarityThreshold: 123,
    matchDateWindowDays: 123,
    supplierMatchSimilarityThreshold: 123,
    supplierMatchNameWeight: 123,
    supplierMatchAddressWeight: 123,
    headerMatchCurrencyWeight: 123,
    headerMatchDateWeight: 123,
    headerAffinityFloor: 123,
    lineMatchPriceWeight: 123,
    lineMatchQuantityWeight: 123,
    lineAffinityFloor: 123
  })
};

fetch('https://api.dolfinai.co/v1/settings/ap', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://api.dolfinai.co/v1/settings/ap"

payload = {
    "matchRoundingTolerance": 123,
    "matchSimilarityThreshold": 123,
    "matchDateWindowDays": 123,
    "supplierMatchSimilarityThreshold": 123,
    "supplierMatchNameWeight": 123,
    "supplierMatchAddressWeight": 123,
    "headerMatchCurrencyWeight": 123,
    "headerMatchDateWeight": 123,
    "headerAffinityFloor": 123,
    "lineMatchPriceWeight": 123,
    "lineMatchQuantityWeight": 123,
    "lineAffinityFloor": 123
}
headers = {"Content-Type": "application/json"}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

using RestSharp;


var options = new RestClientOptions("https://api.dolfinai.co/v1/settings/ap");
var client = new RestClient(options);
var request = new RestRequest("");
request.AddJsonBody("{\n  \"matchRoundingTolerance\": 123,\n  \"matchSimilarityThreshold\": 123,\n  \"matchDateWindowDays\": 123,\n  \"supplierMatchSimilarityThreshold\": 123,\n  \"supplierMatchNameWeight\": 123,\n  \"supplierMatchAddressWeight\": 123,\n  \"headerMatchCurrencyWeight\": 123,\n  \"headerMatchDateWeight\": 123,\n  \"headerAffinityFloor\": 123,\n  \"lineMatchPriceWeight\": 123,\n  \"lineMatchQuantityWeight\": 123,\n  \"lineAffinityFloor\": 123\n}", false);
var response = await client.PatchAsync(request);

Console.WriteLine("{0}", response.Content);

curl --request PATCH \
  --url https://api.dolfinai.co/v1/settings/ap \
  --header 'Content-Type: application/json' \
  --data '
{
  "matchRoundingTolerance": 123,
  "matchSimilarityThreshold": 123,
  "matchDateWindowDays": 123,
  "supplierMatchSimilarityThreshold": 123,
  "supplierMatchNameWeight": 123,
  "supplierMatchAddressWeight": 123,
  "headerMatchCurrencyWeight": 123,
  "headerMatchDateWeight": 123,
  "headerAffinityFloor": 123,
  "lineMatchPriceWeight": 123,
  "lineMatchQuantityWeight": 123,
  "lineAffinityFloor": 123
}
'

{
  "payByBankEnabled": true,
  "matchRoundingTolerance": 123,
  "matchSimilarityThreshold": 123,
  "matchDateWindowDays": 123,
  "supplierMatchSimilarityThreshold": 123,
  "supplierMatchNameWeight": 123,
  "supplierMatchAddressWeight": 123,
  "headerMatchCurrencyWeight": 123,
  "headerMatchDateWeight": 123,
  "headerAffinityFloor": 123,
  "lineMatchPriceWeight": 123,
  "lineMatchQuantityWeight": 123,
  "lineAffinityFloor": 123
}

{
  "type": "<string>",
  "title": "<string>",
  "status": 123,
  "detail": "<string>",
  "instance": "<string>"
}

{
  "type": "<string>",
  "title": "<string>",
  "status": 123,
  "detail": "<string>",
  "instance": "<string>"
}

Clients

Patch AP settings

Partially update the Client’s accounts-payable matching settings — rounding tolerance, fuzzy line/supplier thresholds, the supplier name/address weighting, the date-proximity window, the header-affinity weights (reference/currency/date + floor), and the line-affinity weights (price/quantity + floor). Applies to every organisation under the client. Only supplied fields change; a settings row is created on first write. Caller must be Admin/Owner of the Client. See eng-docs “AP - Three-way Matching Engine” §1a.

PATCH

settings

Patch AP settings

const options = {
  method: 'PATCH',
  headers: {'Content-Type': 'application/json'},
  body: JSON.stringify({
    matchRoundingTolerance: 123,
    matchSimilarityThreshold: 123,
    matchDateWindowDays: 123,
    supplierMatchSimilarityThreshold: 123,
    supplierMatchNameWeight: 123,
    supplierMatchAddressWeight: 123,
    headerMatchCurrencyWeight: 123,
    headerMatchDateWeight: 123,
    headerAffinityFloor: 123,
    lineMatchPriceWeight: 123,
    lineMatchQuantityWeight: 123,
    lineAffinityFloor: 123
  })
};

fetch('https://api.dolfinai.co/v1/settings/ap', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://api.dolfinai.co/v1/settings/ap"

payload = {
    "matchRoundingTolerance": 123,
    "matchSimilarityThreshold": 123,
    "matchDateWindowDays": 123,
    "supplierMatchSimilarityThreshold": 123,
    "supplierMatchNameWeight": 123,
    "supplierMatchAddressWeight": 123,
    "headerMatchCurrencyWeight": 123,
    "headerMatchDateWeight": 123,
    "headerAffinityFloor": 123,
    "lineMatchPriceWeight": 123,
    "lineMatchQuantityWeight": 123,
    "lineAffinityFloor": 123
}
headers = {"Content-Type": "application/json"}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

using RestSharp;


var options = new RestClientOptions("https://api.dolfinai.co/v1/settings/ap");
var client = new RestClient(options);
var request = new RestRequest("");
request.AddJsonBody("{\n  \"matchRoundingTolerance\": 123,\n  \"matchSimilarityThreshold\": 123,\n  \"matchDateWindowDays\": 123,\n  \"supplierMatchSimilarityThreshold\": 123,\n  \"supplierMatchNameWeight\": 123,\n  \"supplierMatchAddressWeight\": 123,\n  \"headerMatchCurrencyWeight\": 123,\n  \"headerMatchDateWeight\": 123,\n  \"headerAffinityFloor\": 123,\n  \"lineMatchPriceWeight\": 123,\n  \"lineMatchQuantityWeight\": 123,\n  \"lineAffinityFloor\": 123\n}", false);
var response = await client.PatchAsync(request);

Console.WriteLine("{0}", response.Content);

curl --request PATCH \
  --url https://api.dolfinai.co/v1/settings/ap \
  --header 'Content-Type: application/json' \
  --data '
{
  "matchRoundingTolerance": 123,
  "matchSimilarityThreshold": 123,
  "matchDateWindowDays": 123,
  "supplierMatchSimilarityThreshold": 123,
  "supplierMatchNameWeight": 123,
  "supplierMatchAddressWeight": 123,
  "headerMatchCurrencyWeight": 123,
  "headerMatchDateWeight": 123,
  "headerAffinityFloor": 123,
  "lineMatchPriceWeight": 123,
  "lineMatchQuantityWeight": 123,
  "lineAffinityFloor": 123
}
'

{
  "payByBankEnabled": true,
  "matchRoundingTolerance": 123,
  "matchSimilarityThreshold": 123,
  "matchDateWindowDays": 123,
  "supplierMatchSimilarityThreshold": 123,
  "supplierMatchNameWeight": 123,
  "supplierMatchAddressWeight": 123,
  "headerMatchCurrencyWeight": 123,
  "headerMatchDateWeight": 123,
  "headerAffinityFloor": 123,
  "lineMatchPriceWeight": 123,
  "lineMatchQuantityWeight": 123,
  "lineAffinityFloor": 123
}

{
  "type": "<string>",
  "title": "<string>",
  "status": 123,
  "detail": "<string>",
  "instance": "<string>"
}

{
  "type": "<string>",
  "title": "<string>",
  "status": 123,
  "detail": "<string>",
  "instance": "<string>"
}

Body

application/json

matchRoundingTolerance

Per-line rounding tolerance (in the bill's currency) for three-way matching. Must be >= 0.

matchSimilarityThreshold

Minimum description-similarity score to suggest a fuzzy PO/DN line match. Must be between 0 and 1.

matchDateWindowDays

Soft date-proximity window in days preferring bills close to a candidate PO's expected delivery date. Must be >= 0.

supplierMatchSimilarityThreshold

Minimum combined supplier-match score to suggest a fuzzy supplier link. Must be between 0 and 1.

supplierMatchNameWeight

Relative weight of supplier-name similarity in the combined supplier-match score. Must be >= 0; cannot be 0 alongside a 0 address weight.

supplierMatchAddressWeight

Relative weight of delivery-address similarity in the combined supplier-match score. Must be >= 0; cannot be 0 alongside a 0 name weight.

headerMatchCurrencyWeight

Header-affinity weight (§1a.6) for a bill↔PO currency match. Must be >= 0.

headerMatchDateWeight

Header-affinity weight (§1a.6) for bill↔PO/DN date proximity. Must be >= 0. The two header weights cannot both be 0.

headerAffinityFloor

Lower bound (0-1) on the combined header affinity, so a header mismatch never buries a genuine line match below this fraction of its line-similarity score. Must be between 0 and 1.

lineMatchPriceWeight

Line-affinity weight (§1a.7) for a bill-line↔PO-line unit-price match. Must be >= 0; cannot be 0 alongside a 0 quantity weight.

lineMatchQuantityWeight

Line-affinity weight (§1a.7) for a bill-line↔PO-line ordered-quantity match. Must be >= 0; cannot be 0 alongside a 0 price weight.

lineAffinityFloor

Lower bound (0-1) on the combined line affinity, so a price/quantity mismatch never buries a genuine line match below this fraction of its line-similarity score. Must be between 0 and 1.

Response

payByBankEnabled

boolean

required

matchRoundingTolerance

required

Per-line rounding tolerance (in the bill's currency) for three-way matching. Line amounts within this of each other are treated as reconciled. Default 0.01 (1p).

matchSimilarityThreshold

required

Minimum description-similarity score (0-1) for the matching engine to suggest a fuzzy PO/DN line match. Exact SKU matches bypass this. Default 0.7.

matchDateWindowDays

required

Soft date-proximity window (days): bills whose invoice date is within this many days of a candidate PO's expected delivery date are preferred when scoring. Never excludes a PO. Default 7.

supplierMatchSimilarityThreshold

required

Minimum combined supplier-match score (0-1) to suggest a fuzzy supplier link. Exact tax-id/email/name matches bypass this and auto-link. Default 0.7.

supplierMatchNameWeight

required

Relative weight of supplier-name similarity in the combined supplier-match score. Normalised against the address weight, so the two need not sum to 1. Default 0.7.

supplierMatchAddressWeight

required

Relative weight of delivery-address similarity in the combined supplier-match score. Normalised against the name weight. Default 0.3.

headerMatchCurrencyWeight

required

Header-affinity weight (§1a.6) for a bill↔PO currency match. Normalised at use against the other header weights. Default 0.3.

headerMatchDateWeight

required

Header-affinity weight (§1a.6) for bill↔PO/DN date proximity. Normalised at use against the other header weights. Default 0.2.

headerAffinityFloor

required

Lower bound (0-1) on the combined header affinity — a header mismatch never buries a genuine line match below this fraction of its line-similarity score. Default 0.5.

lineMatchPriceWeight

required

Line-affinity weight (§1a.7) for a bill-line↔PO-line unit-price match. Normalised at use against the quantity weight. Default 0.7.

lineMatchQuantityWeight

required

Line-affinity weight (§1a.7) for a bill-line↔PO-line ordered-quantity match. Normalised at use against the price weight. Default 0.3.

lineAffinityFloor

required

Lower bound (0-1) on the combined line affinity — a price/quantity mismatch never buries a genuine line match below this fraction of its line-similarity score. Default 0.3.

Get AP settings

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