Save reserves movements
save_reserves_movementsUpsert reserves/equity movements (transfers in/out, dividends, other changes) per reserves line. Omitted saved lines stay unchanged. To remove selected saved lines, pass remove_leaf_codes; to remove the entire saved set, pass clear_all (never both). An actual removal first returns an approval request; nothing changes then. Review current movements in the Schedule III workspace, then resend the unchanged request with the approval details to proceed.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| clear_all | No | ||
| client_id | Yes | The entity (client) id — from list_clients. | |
| movements | Yes | ||
| period_id | Yes | ||
| template_id | Yes | ||
| removal_count | No | ||
| removal_token | No | ||
| remove_leaf_codes | No |