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Update FreeAgent bank feeds documentation #1900

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Update FreeAgent bank feeds documentation #1900

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23 changes: 23 additions & 0 deletions .../bank-feeds/freeagent-bank-feeds/freeagent-bank-feeds-push-bank-transactions.md
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Expand Up @@ -24,6 +24,29 @@ To keep the direction consistent with the `amount` you send, Codat writes a posi

A negative `Xfer` isn't converted, because the type and the sign already agree.

| Codat type | FreeAgent | Direction in FreeAgent | Codat validation message? |
|-------------|---------------------------------------------|--------------------------------------------------------|---------------------------|
| Unknown | OTHER | Sign-respecting: follows the amount sign given | none |
| Credit | CREDIT | Money in: forced positive regardless of sign | warning if amount < 0 |
| Debit | DEBIT | Money out: forced negative | warning if amount > 0 |
| Int | INT | Sign-respecting | none |
| Div | DIV | Money in | warning if amount < 0 |
| Fee | FEE | Money out | warning if amount > 0 |
| SerChg | SRVCHG | Money out | warning if amount > 0 |
| Dep | DEP | Money in | warning if amount < 0 |
| Atm | ATM | Sign-respecting | none |
| Pos | POS | Sign-respecting | none |
| Xfer | XFER, but amount > 0 → overridden to OTHER | amount ≤ 0: money out; amount > 0: sign-respecting | warning if amount > 0 |
| Check | CHECK | Money out | warning if amount > 0 |
| Payment | PAYMENT | Money out | warning if amount > 0 |
| Cash | CASH | Money out | warning if amount > 0 |
| DirectDep | DIRECTDEP | Money in | warning if amount < 0 |
| DirectDebit | DIRECTDEBIT | Money out | warning if amount > 0 |
| RepeatPmt | REPEATPMT | Money out | warning if amount > 0 |
| Other | OTHER | Sign-respecting | none

[There is further information about this behaviour in Freeagent's documentation](https://dev.freeagent.com/docs/bank_transactions#upload-a-bank-statement)

### The type appears in the description

FreeAgent includes the transaction type in the description that the SMB user sees against the bank transaction. A transaction sent as `Xfer` reads as `//XFER/`, followed by the amount:
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