Create Bank Rule's for Bank Transfers
Add a 3rd option for Bank Rules.
Allow for transferring to a specified account.
EG: I transfer money from my PayPal to my main account only.
OR
EG: I transfer money from my Skrill account to my main account only.
And would like these to be reconciled even easer with automated bank rules.
Clint Davis
shared this idea
It sounds like this is a request for the core Xero product and not the API. As such I’m closing this particular request.
Please add your general Xero requests here: https://community.xero.com/business/discussion/104451
The good news is that bank rules for bank transfers is being worked on currently! Subscribe to that thread for updates.
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Alex Soul commented
Hi, we too need APIs for banking rules to be able to add and delete rules via our management system automatically
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Tammy Farrell
commented
This feature would be great. I run several SaaS transactions through my PayPal account and since it clears daily, I receive transactions for each through both my PayPal and Bank accounts. I'm left with recording both sides of the transactions through a clearing account which makes that another account to reconcile continually. I use a few payment methods (biz/personal checking or debit/credit cards) for the settlements, it's not a clean 1:1 if the numbers are off. I'm sure this is a pain point for client users as well.
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Nick Bird
commented
I agree. Having the ability to create bank rules makes the client boarding process much easier.
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David
commented
I don't understand why this has not been done already. It does not seem too complicated.
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MikeBlockCPA
commented
We need bank rule data in the Xero Add-ons API. Then we can have any developer give us the ability to copy bank rules between clients and create CPA, regional and international rlibraries of rules.