Orion Advisor Solutions

Orion Advisor Solutions Billing/Transactions API

The Billing/Transactions API from Orion Advisor Solutions — 13 operation(s) for billing/transactions.

GitHub OpenAPI

Operations 14

GET /v1/Billing/Transactions Bill transaction get all #
GET /v1/Billing/Transactions/{key} Gets the client that has the provided key. #
PUT /v1/Billing/Transactions/AutomateCashflows/Process Process Cashflow Automation on demand #
GET /v1/Billing/Transactions/AutomateCashflowSettings Get Automated Casfhlow Settings #
PUT /v1/Billing/Transactions/AutomateCashflowSettings Update Automated Cashflow Settings #
GET /v1/Billing/Transactions/Consolidated Gets a list of transactions that the logged in user has access to. #
GET /v1/Billing/Transactions/FeeExcludedAssets Gets a list of transactions of buys or sells to/from fee excluded assets that… #
GET /v1/Billing/Transactions/FeeExcludedAssets/Test Testing endpoint for FeeExcludedAssets. Do not use outside of testing purposes #
GET /v1/Billing/Transactions/Grid Bill transaction get all grid #
POST /v1/Billing/Transactions/List Gets a list of bill transactions that match one of the keys in the provided list #
POST /v1/Billing/Transactions/List/Id Gets a list of bill transactions that match one of the keys in the provided list #
GET /v1/Billing/Transactions/SleeveTransfers Gets a list of bill transactions that match one of the keys in the provided list #
GET /v1/Billing/Transactions/TransactionSleeveCashflows/Test Testing endpoint for TransactionSleeveCashflows. #
GET /v1/Billing/Transactions/TransType Returns list of Transaction Types for Billing #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-billing-transactions-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-billing-transactions-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Transactions API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-billing-transactions-api-openapi.yml