30 results found
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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
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