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.
Dave Smith
shared this idea
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gdesmedt1
commented
Yes, having 100s of bank rules, and not being able to programmatically control them is really hard. I saw a comment by Xero admin that Xero was working on Bank Rules in the API back in 2016 - is this still valid?
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Alex Soul commented
Same here... very surprised that bank rules are still not available via API
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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