Bank rules in the API
Please allow me to list, get, post, and delete bank rules in the API. We manage several Organizations and we're copying around these rules by hand right now. It's annoying, expensive, and prone to mistakes. I'd LOVE to just write a script to do it.
16
votes
Dave Smith
shared this idea
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Patrick Cameron
commented
This would allow us to bulk provision rules for all our Xero Clients (~1K) through proprietary software without the use of RPA or other manual efforts. Would greatly impact our firm's operations.
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Doug Logan
commented
This idea coupled with "automatic bank rules" and possibly, "one-time bank rules", could add the equivalent of the frequently requested item:
https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/2884040-reconcile-via-the-api