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be able to get Bank Account balances via the API

Would be awesome to be able to GET /accounts or /bank_accounts and grab a listing of all our bank accounts and their associated balances!

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Nik Wakelin shared this idea  ·   ·  Report…  ·  Admin →
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  • Shayen Yatagama commented  ·   ·  Report

    We require the account balance debits and credits for all accounts (not only bank accounts). Is there an API to get this done?

  • Mohammed Hassem commented  ·   ·  Report

    To effectively work with Xero and produce various regulatory reports I need access to the account balances without this we are unable to automate this process. This means we have to go in on the day the data is required and produce excel files for all the reports that we require to facilitate the production of these reports.

    The current report API does not expose all the fields required in the API. One of the reports we have to use requires an extract of the trial balance which has the account balance MTD and YTD values which are not part of the current Trial Balance API.

    We also require the account balance debits and credits for all accounts.

  • Jiro Olcott commented  ·   ·  Report

    The Bank Summary Balances and the Dashboard Statement Balance are two different things. How do we get the Dashboard Statement Balance?

  • damon commented  ·   ·  Report

    Any way to get the "Statement balance" via the api? Because I have bank feeds activated the statement balance is a more accurate reflection of our cash position.

  • Tim Sheppard commented  ·   ·  Report

    To get our payroll integration working, just being able to get the bank account codes would be a great help

  • Sam Johnston commented  ·   ·  Report

    Ideally everything visible in the web interface would be available via the API as well - including the transactions themselves.

  • ezero commented  ·   ·  Report

    soz i can.. just had javascript disabled ... you im one of those 1% that don't allow javascript.

  • Nik Wakelin commented  ·   ·  Report

    Even just the count of unreconciled transactions would be cool...

  • Nik Wakelin commented  ·   ·  Report

    just Bank Account balances is totally enough. Anything more is just bonus.

    Number of unreconciled could be interesting. Might be nice to get a nag every morning reminding me that I need to update Xero. :p

  • owenevans commented  ·   ·  Report

    Would just bank accounts be useful or would you also need unreconciled amount/individual payments to account?

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