35 results found
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Posting Bank Transaction attachments should produce helpful error for DELETED transactions
Right now it results in an opaque 500 error, which required me to reach to support.
For example:
```
POST https://api.xero.com/api.xro/2.0/BankTransactions/<transaction>/Attachments/kitten.png
Accept: text/xml
Content-Type: image/png
Authorization: Bearer ...
xero-tenant-id: <..>< /kitten.png
```1 vote -
Reconciliation search box to allow multiple search words separated by commas
Many people want the bank reconciliation api feature but since Xero wont do that, here are 2 ideas for helping some people reconcile invoices
Allow multiple search words in the search box
We have clients who pay 50+ invoices all in one batch. They give us a statement in pdf and csv but we have no way to enter that into the xero search except for 1 at a time. Allow us to make a list of invoice ids as a comma separated string and copy paste that into the search boxNext to the search box, add an upload…
1 vote -
Ebay Manged Payment Bank Feed
Hi, eBay announced a new payment method called "eBay managed payment", not using PayPal anymore and basically eBay doing the same job with PayPal. Now, we need to define eBay as a new bank account and need to import transactions automatically.
1 vote -
Return account & bank connection status
It would be valuable to be able to obtain a status or timestamp of the last successful sync with the bank account. This way, we can inform customers if there is a problem with their bank or if their transactions or accounts are out of date.
1 vote -
Search option for credit card or bank transactions
Enable a search option to go through transactions on credit card that have not yet been entered
1 vote -
1 vote
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add the "Source" field to your "Bank Transactions" endpoint
It would be useful to see the Source of a bank transaction to tell if it was user generated, csv upload or from a bank feed. Currently it seems you can only access this via the Bank Statement Report.
1 vote -
Create Bank Transaction via API problem
Hello. I use Xero API and I got the problem with bank transaction method.
Does bank account should be "enablepaymentsto_account = true" for this or not?
Thanks1 vote -
Add 'does not contain' to the list of filter options in bank rules
I have a group of transactions coming in through the bank where only one small part of the refence is common to them all - this I have used for a bank rule.
However, there are other transactions including this small suffix which get accidently picked up from time to time - I would like to be able to exclude these from the bank rule to prevent accidental mispostings.
1 vote -
Allow Bank Transactions - Receive Type to allow a line with a Quantity and zero dollar line/unit amount as does the UI..
The UI allows for a bank transaction line with a quantity but zero dollar unit amount and line amount. The API should allow the same function.
1 vote -
bank transaction column names
Change name & add an extra column in the bank transactions screen.
Currently says Description - should be Payee
Reference - Document ID/Invoice number)
New Column - Description/Memo1 vote -
lock a bank account once reconciled
It is too easy to stuff up the bank reconciliation. There is no alert that the account has been reconciled when you are changing transactions. There should be a way to lock a bank once it has been reconciled.
1 vote -
Allow payment and subsequent dishonour to be allocated against customer invoice.
We have customers who frequently have their payments to us dishonoured. If we could allocate the payment and subsequent dishonour against the invoice it would become more visible to us and the customer when their statement is issued. Currently the customer can be quite unaware this is happening.
1 vote -
Allow BankTransactions to import to Accounts with "Enable payments to this account" ticked
Currently Bank Transactions can only be posted to accounts of Bank type. It would be great if they could be posted to any account that has the "Enable payments to this account" box ticked. For example a customer pays a deposit (prepayment) via electronic or online means - some users like to put this to a clearing account or undeposited funds before posting to the bank account.
1 vote -
to have a 'Bank' field made available in manual journal....!
I am looking at entering transactions of 2013. (So i have no intention in creating invoices for the sales happened that time, rather just enter the sales amount)
When there is a SALE in showroom through credit card, the money go to the credit card company and after deducting their charges they will credit our bank with the balance amount.
For eg: if the sale is 1000, they will credit our bank with 977, meaning their charges is 23.
The entry would be:
Dr. Bank 977
Dr. Credit Card company 23
Cr. Sales 1000I would like to make this…
1 voteHi Syamjith,
We don’t plan to allow Manual Journals to affect the AP,AR or bank balances. These balances are designed to only be affected by invoices/bills, spend/receive money transactions, and bank transactions in Xero. If you need to journal to a bank account there are some alternative methods available here: https://help.xero.com/int/Q_JournalBankAcc
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