36 results found

1. Please provide bank feed / integration with Jack Henry & Associates
   1 vote

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

2. add the "Source" field to your "Bank Transactions" endpoint

   It would be useful to see the Source of a bank transaction to tell if it was user generated, csv upload or from a bank feed. Currently it seems you can only access this via the Bank Statement Report.

   1 vote

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

3. integrate google wallet with xero bank account and payment system

   google wallet now allows customer send funds (from credit/debit or bank account) to a business google wallet. I'd like to have xero recognize google wallet as a bank account, so it could receive transactions from it.

   in addition, we'd like to be able to make payments (payroll included) using google wallet

   thanks for considering

   PS. as it stands now, a third party can not write such an integration because the Xero API for banking/payment is not available.

   If this request is not considered, alternative suggestion is to introduce new Xero APIs so this integration could be done by a third party

   google wallet now allows customer send funds (from credit/debit or bank account) to a business google wallet. I'd like to have xero recognize google wallet as a bank account, so it could receive transactions from it.

   in addition, we'd like to be able to make payments (payroll included) using google wallet

   thanks for considering

   PS. as it stands now, a third party can not write such an integration because the Xero API for banking/payment is not available.

   If this request is not considered, alternative suggestion is to introduce new Xero APIs so this integration could be done by a third… more

   5 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  Banking  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

4. Create Bank Transaction via API problem

   Hello. I use Xero API and I got the problem with bank transaction method.
   Does bank account should be "enablepaymentsto_account = true" for this or not?
   Thanks

   1 vote

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

5. Add 'does not contain' to the list of filter options in bank rules

   I have a group of transactions coming in through the bank where only one small part of the refence is common to them all - this I have used for a bank rule.

   However, there are other transactions including this small suffix which get accidently picked up from time to time - I would like to be able to exclude these from the bank rule to prevent accidental mispostings.

   1 vote

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

6. integrate batch payment export into a banks payment system

   I believe it is possible to export a batch payment file for subsequent import into your internet banking solution. It would create efficiencies to build outward direct bank feeds to set up payments on Bills. Then make it available via the API to set due/ payment dates and create payment batches.

   11 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   2 comments  ·  Banking  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

7. bank transaction column names

   Change name & add an extra column in the bank transactions screen.
   Currently says Description - should be Payee
   Reference - Document ID/Invoice number)
   New Column - Description/Memo

   1 vote

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

8. lock a bank account once reconciled

   It is too easy to stuff up the bank reconciliation. There is no alert that the account has been reconciled when you are changing transactions. There should be a way to lock a bank once it has been reconciled.

   1 vote

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

9. Allow payment and subsequent dishonour to be allocated against customer invoice.

   We have customers who frequently have their payments to us dishonoured. If we could allocate the payment and subsequent dishonour against the invoice it would become more visible to us and the customer when their statement is issued. Currently the customer can be quite unaware this is happening.

   1 vote

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

10. enable banktransaction Url update on reconciled banktransaction
    2 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Banking  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

11. Allow BankTransactions to import to Accounts with "Enable payments to this account" ticked

    Currently Bank Transactions can only be posted to accounts of Bank type. It would be great if they could be posted to any account that has the "Enable payments to this account" box ticked. For example a customer pays a deposit (prepayment) via electronic or online means - some users like to put this to a clearing account or undeposited funds before posting to the bank account.

    1 vote

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

12. Reconcile via the API

    Be able to reconcile bank statement lines via the API.

    283 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    243 comments  ·  Banking  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    declined  ·  AdminKelly (Admin, Xero Developer Centre) responded

    Thank you for the continued feedback and for your patience on this long‑running request. We know that programmatic bank reconciliation and AI‑driven workflows are increasingly important to many of you, and we understand the frustration that this capability is not available via the Xero API.

    
    

    After reviewing this again with our legal, risk and banking teams, we have confirmed that we will not be adding the ability to reconcile bank statement lines via the API or to expose unreconciled bank statement data via the public API.

    
    

    There are a few key reasons for this decision:

    1. Regulatory and contractual obligations on raw bank data. Unreconciled bank statement lines are “raw” banking data – unmodified information that comes directly from banks. In markets such as Australia, this data is treated as banking data under consumer data rights regimes. Sharing it on to third parties (including via an open API) would require us to treat every consuming app as if it were a regulated data recipient, with substantial security, accreditation and liability obligations that sit on Xero as an intermediary as well as on those third parties. We have taken a policy decision not to operate as an intermediary for redistributing raw bank statement data.This ensures that the highest standards of banking security are maintained directly between the customer and their financial institution.
    2. Our data‑sharing boundary: unreconciled vs reconciled data. We draw a clear line between:

    • Unreconciled statement data, which is banking data supplied to us by banks and subject to the obligations above; and
    • Reconciled transaction data, which has been improved within Xero (for example, matched to contacts, invoices or accounts) and for which Xero is the custodian on behalf of the customer.

    1. We can expose certain reconciled/derived data through specific endpoints such as the Finance API’s Bank Statements Plus in limited, finance‑focused scenarios, but those endpoints are not designed or licensed for broad, high‑volume access to raw bank feeds or for third‑party replication of Xero’s bank reconciliation engine.
    2. Why “reconcile via the API” falls on the wrong side of that line. Supporting full reconciliation via the API would, in practice, require programmatic access to unreconciled statement lines and a way to push reconciliation decisions back into Xero. That would effectively recreate bank reconciliation workflows outside Xero while still relying on Xero to redistribute raw bank data, which is exactly the pattern our regulatory, security and contractual constraints are designed to avoid. For these reasons, this is not something we can safely or responsibly offer as an open API capability.

    
    

    We recognise that a small number of existing partner applications continue to receive limited access to certain statement data under legacy, contract-specific arrangements that pre‑date this policy. These specific arrangements are strictly managed under heightened security and compliance terms. To ensure we meet our current regulatory and risk standards, we are not extending these legacy permissions to new partners or applying them to any new use cases.

    
    

    We also hear the concern that “this is customer data and customers should be able to use it where they choose”. We agree that customers should have access to their own banking information, and open banking frameworks are designed to give customers direct access to that data from their bank or banking aggregator, without Xero sitting in the middle as a redistributor. For apps that need raw bank statements to power AI or other automation, the right pattern is to source that data directly from the bank or an accredited open‑banking provider, and then connect into Xero using the data structures we do expose.

    
    

    Our strategy for bank reconciliation is to invest in automation inside Xero, where we can manage risk, performance and user experience end‑to‑end. That includes features such as bank rules, suggested matches, cash coding, and newer improvements like statement-period bank reconciliation, enhanced bank feeds, and our AI-powered automation features, rather than exposing the underlying feeds for external reconciliation logic.

    
    

    We will continue to review our approach as regulation, banking connectivity and customer needs evolve, but we want to be clear and transparent that this specific request will remain declined under our current legal and risk framework. We genuinely appreciate the thought and passion that has gone into this thread, and we’ll keep focusing our efforts on making in‑product reconciliation as efficient and intelligent as we can, within those constraints.

    Thank you for the continued feedback and for your patience on this long‑running request. We know that programmatic bank reconciliation and AI‑driven workflows are increasingly important to many of you, and we understand the frustration that this capability is not available via the Xero API.

    
    

    After reviewing this again with our legal, risk and banking teams, we have confirmed that we will not be adding the ability to reconcile bank statement lines via the API or to expose unreconciled bank statement data via the public API.

    
    

    There are a few key reasons for this decision:

    1. Regulatory and contractual obligations on raw bank data. Unreconciled bank statement lines are “raw” banking data – unmodified information that comes directly from banks. In markets such as Australia, this data is treated as banking data under consumer data rights regimes. Sharing it on to third parties (including via an open API) would require us… more

13. Expose <CurrencyRate> on GET multiple BankTransfers or support paging on the endpoint so all elements will be returned.
    3 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Banking  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

14. deposit

    Create Batch Deposits -
    https://help.xero.com/au/BatchDepositCreate
    Does the API support this specific function? Is there a functional issue as to why this is not supported, or just never requested/not enough votes??
    Apologies if it is supported - I could not find it anywhere on developer pages etc.
    THANKS

    4 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  Banking  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

15. to have a 'Bank' field made available in manual journal....!

    I am looking at entering transactions of 2013. (So i have no intention in creating invoices for the sales happened that time, rather just enter the sales amount)

    When there is a SALE in showroom through credit card, the money go to the credit card company and after deducting their charges they will credit our bank with the balance amount.
    For eg: if the sale is 1000, they will credit our bank with 977, meaning their charges is 23.
    The entry would be:
    Dr. Bank 977
    Dr. Credit Card company 23
    Cr. Sales 1000

    I would like to make this transaction possible in 'manual journal' where it is not possible at the moment, as 'Bank' field is not available . ( or please suggest me a better way of doing it )

    If I only enter 977 in 'Bank's receive money', then I cannot show the charges separately on my P&L.

    Please advise me on this

    Thank you.

    I am looking at entering transactions of 2013. (So i have no intention in creating invoices for the sales happened that time, rather just enter the sales amount)

    When there is a SALE in showroom through credit card, the money go to the credit card company and after deducting their charges they will credit our bank with the balance amount.
    For eg: if the sale is 1000, they will credit our bank with 977, meaning their charges is 23.
    The entry would be:
    Dr. Bank 977
    Dr. Credit Card company 23
    Cr. Sales 1000

    I would like to make this… more

    1 vote

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Banking  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    Hi Syamjith,

    We don’t plan to allow Manual Journals to affect the AP,AR or bank balances. These balances are designed to only be affected by invoices/bills, spend/receive money transactions, and bank transactions in Xero. If you need to journal to a bank account there are some alternative methods available here: https://help.xero.com/int/Q_JournalBankAcc

16. Import bank statement lines via the API

    Be able to import bank statement lines into a bank account in Xero. This would be useful for custom bank accounts or banks that do not have a direct feed into Xero

    1,022 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    254 comments  ·  Banking  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    working on it  ·  AdminKelly (Admin, Xero Developer Centre) responded

    Thanks for your continued feedback and patience on this long-standing request. Our team has started to build this out, and we’re looking forward to sharing more as development and testing progresses.

    This release will support ingestion of bank statement data via the Bank Feeds API for accounts where a bank feed has not been established and allow customers to automate the current manual file upload process.

    As part of this work, we’ll be running a beta with a small group first (from mid June) so we can test the experience and gather feedback before broader availability. We’ll continue to post updates here as we reach key milestones.