32 results found
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Ability to retrieve the text associated with the reconciled bank statement line via the API.
The Batch Payments API returns a ReconciledStatementLineID, but there is no documented API endpoint that lets one retrieve that line.
1 vote -
Automatic Rule for Supplier Overpayments in Bank Reconciliation
When a supplier payment appears on the bank feed before the corresponding purchase invoice has been entered into Xero, reconciling the payment can lead to double counting. Currently, if you record the payment as a spend money transaction and then later enter the invoice, Xero treats them separately. This causes extra work and creates reconciliation inaccuracies.
Introduce a bank rule specifically for supplier overpayments. When the system detects a payment to a known supplier that exceeds the amount of an existing invoice or occurs before any invoice exists, the bank rule would:
Post the transaction directly to the payables ledger…
1 vote -
View bank account screens side by side for multiple bank accounts
It would be useful when processing transfers, and when searching for specific transactions for corrections, if you could view say two different bank accounts side by side on the same tab.
1 vote -
Posting Bank Transaction attachments should produce helpful error for DELETED transactions
Right now it results in an opaque 500 error, which required me to reach to support.
For example:
```
POST https://api.xero.com/api.xro/2.0/BankTransactions/<transaction>/Attachments/kitten.png
Accept: text/xml
Content-Type: image/png
Authorization: Bearer ...
xero-tenant-id: <..>< /kitten.png
```1 vote -
Reconciliation search box to allow multiple search words separated by commas
Many people want the bank reconciliation api feature but since Xero wont do that, here are 2 ideas for helping some people reconcile invoices
Allow multiple search words in the search box
We have clients who pay 50+ invoices all in one batch. They give us a statement in pdf and csv but we have no way to enter that into the xero search except for 1 at a time. Allow us to make a list of invoice ids as a comma separated string and copy paste that into the search boxNext to the search box, add an upload…
1 vote -
Remove validation to allow 0 value spend money transactions on bank account to move money between accounts
Currently it's possible to add a 0 value transaction on a bank account using the web interface by clicking "New Transaction" selecting "spend money" then adding a positive sum to one account and a negative sum to another account.
When attempting this with the API you get a validation error "The Total for this document must be greater than zero".
This is a simple request to remove the additional validation on the API to allow this transaction to be added (like you can in the web interface).
Something similar can be achieved with a manual journal, however these don't support…
2 votes -
Enable Bank feeds to public
Allow bank feed to be retrieved via Xero API. All I want to do is allow my staff to see what payments have been received in the last day so they can release equipment. Very basic. But I go through paying the subscription and setting up the whole thing just to find that obvious and needed option is not available?? If I try to setup an API with the NAB thats going to be a nightmare. Its all there in Xero - if we log in we can see it. So why not allow access with an API?
6 votes -
I want to delete BankStatement via API
In many cases, people make mistakes. On my Xero application, it happens too. I want to enable people to delete the transactions made by mistake.
3 votes -
Ebay Manged Payment Bank Feed
Hi, eBay announced a new payment method called "eBay managed payment", not using PayPal anymore and basically eBay doing the same job with PayPal. Now, we need to define eBay as a new bank account and need to import transactions automatically.
1 vote -
Return account & bank connection status
It would be valuable to be able to obtain a status or timestamp of the last successful sync with the bank account. This way, we can inform customers if there is a problem with their bank or if their transactions or accounts are out of date.
1 vote -
Fix Bug: Override TaxAmount in BankTransaction Endpoint
Suggestion: Allow the overriding of the TaxAmount within the BankTransaction Endpoint. This currently works through the UI but not the API.
Issue: Importing a 'Spend' BankTransaction using the API with an adjusted TaxAmount results in a Validation Error:
[Message] => Tax amount 936.09 is incorrect for INPUT2 tax type, should be 187.22Works: Using the UI
Doesn't Work: Using the API3 votes -
Search option for credit card or bank transactions
Enable a search option to go through transactions on credit card that have not yet been entered
1 vote -
Multi-currency Bank Transfers
Currently, if I try and send a Bank Transfer through the APIs between 2 accounts with different currencies, I get an error response with the message:
"Multi currency Bank Transfers are not currently supported"
There is a field for the "CurrencyRate" in the documentation for GET, however, setting this for a PUT call, results in the same error message.
It's possible to do this through the UI as a user, it should also be possible to do this through the APIs.
14 votes -
Last date a bank feed was refreshed
Allow the last date any bank feed was refreshed to be queried for an organisation via the API
2 votes -
Unreconciled items in the bank feed via the API
Allow the count and or the list of unreconciled items in the bank feed to be exposed via the API
37 votes -
1 vote
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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 -
Save Bank Statements in xero
It would be great if there were somewhere within each of the Bank Accounts where we could upload/scan and store Bank Statements within xero as auditors need to see these regardless of whether we say that the account is reconciled.
5 votes -
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?
Thanks1 vote -
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
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