be able to retrieve account transactions via the api.
Provide an API to retrieve the transactions of an account. (e.g. something like this Profit & Loss report-> click on the YTD value of an account)
More discussion in the thread https://community.xero.com/developer/discussion/326819/
Currently, we’ve no plans to work on this feature but please continue to add your votes and comments.
We’re continually adjusting our priorities as different features are completed and your feedback is really important.
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Jeronimo Cabrera commented
Any updates on this?
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Anonymous commented
Intuit Quickbooks & MYOB ARL both have this feature in their API. Xero is the innovator so please bring it in ASAP
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EM commented
Has there been any update to this?
I am after an endpoint(s) where i can retrieve every income and expense transaction at an Account level, showing me:
> when and how much was invoiced (accrual basis), and
> when and how much was actually paid / received (cash basis). -
Gill Goddard commented
This is the one area that will make a huge difference to have via the API - you have tracking categories and these are now available to pull down via API for Profit and Loss by tracking and Balance Sheet by tracking but not actually being able to pull transactional data of a various sorts doesnt fit with teh message that Xero likes to work with Addons. We find the current setup of the transaction detail which can be exported into Excel - less a few columns we can use to update our solution today -- what is missing is the ability to do that online rather than users having to manually run and then reload into our solution. One option to consider when this is made available is the abilty to have the data pre accumulated for same tracking categories. Any idea of timing for this?
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Ryan commented
Giving the journal endpoint the same set of parameters as the GET for manual journals would solve this problem. Specifically being able to use a WHERE parameter on the journal GET.
We have a few use cases for this.
1. Reporting the full content of an arbitrary nominal over an arbitrary period.
2. Consolidating entities by copying transactions into a pesudo group entity. Having a more refined way of pulling all journals in user definable segments (rather than just an offset) would be helpful. -
Peter Baumgartner commented
My use case is fetching all transactions that match a certain segment/tracking ID.
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Anonymous commented
I need this as well; all sorts of automation can be done here for auditing and checking of data. Was a bit surprised there is nothing to do this easily at the moment.
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Sam Ellis commented
Hey Xero, I noticed not much activity on this thread for a while. It would be great to see GET ACCOUNT TRANSACTIONS on the API. I wanted to use an account transactions API to auto feed some analysis I do on the postings to certain account codes. These account codes could include journal transactions and invoice transactions which makes it difficult to get from the current API selection.
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Dave Dodds commented
And with filters for tracking codes, dates etc...
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Ugnius Ramanauskas commented
Same here. Would really need a Detailed Transactions Report (Cash basis) be made available via the API.
Trying to build a management reporting tool, and need to track accounts on a transaction basis, as well as be able to import them into Argus Developer (a standard budgeting software in real estate industry).
Would also need Tracking Category data exposed in the report.
When do you think this would be possible?
Thank you.
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Glen Barnes commented
Also this should be tagged in the reports category.
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Glen Barnes commented
The actual report is called "Account Transactions" in the reports interface on the web app. You need to be able to request this report with the following parameters:
* Account
* From Date
* To Date
* Cash Basis
* Show in NZDWe're trying to build a dashboard and need to be able to analyse particular transactions so we can classify them properly.