This page is for version 2022-09-01.
For other versions, use one of these documentation indexes:
- 2026-09-29 (default): https://docs.withpersona.com/2026-09-29/llms.txt
- 2025-12-08: https://docs.withpersona.com/2025-12-08/llms.txt
- 2025-10-27: https://docs.withpersona.com/2025-10-27/llms.txt
- 2023-01-05: https://docs.withpersona.com/2023-01-05/llms.txt
- 2022-09-01: https://docs.withpersona.com/2022-09-01/llms.txt
- 2021-07-05: https://docs.withpersona.com/2021-07-05/llms.txt
- 2021-05-14: https://docs.withpersona.com/2021-05-14/llms.txt
- 2020-05-18: https://docs.withpersona.com/2020-05-18/llms.txt
Accounts
- 🌱 Expose
fields as an attribute in Accounts endpoints: In the create and update endpoints for Accounts, fields is now exposed as an attribute. Requests with data in the fields attribute will make updates to an Account’s fields.
Documents
- 🍃 Add Transaction relationship to Documents: Document resources now include the related Transaction resource details, if any, in
data.relationships.
Reports
- 🌱 Add
is_recurring attribute to Reports: Report resources now include an attribute is-recurring that indicates whether or not the Report is queued up for another run in the future.
