Xero Accounting API

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  1. Import bank statement lines via the API

    Be able to import bank statement lines into a bank account in Xero. This would be useful for custom bank accounts or banks that do not have a direct feed into Xero

    1,665 votes
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    128 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

    We continue to see great success with our new Bank Feeds API with a pipeline over over 30 Financial Institutes currently integrating and positive feedback from customers using these bank feeds.

    We’ve completed our roadmap for the next financial year and have decided to not implement a public version at this time in order to maximise opportunities in other areas of our bank feeds product, in particular PSD2 and Open Banking.

    This feature request is still on our backlog and we will be keeping an eye on this forum to understand the use case for a public bank statements API going forward.

    If you are a customer of a financial institute not integrated with Xero and could benefit from having statement data in Xero, encourage them to make use of our API, they can contact us here https://www.xero.com/nz/partner-programs/financialweb/contact/

  2. integrate batch payment export into a banks payment system

    I believe it is possible to export a batch payment file for subsequent import into your internet banking solution. It would create efficiencies to build outward direct bank feeds to set up payments on Bills. Then make it available via the API to set due/ payment dates and create payment batches.

    23 votes
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    2 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  3. integrate google wallet with xero bank account and payment system

    google wallet now allows customer send funds (from credit/debit or bank account) to a business google wallet. I'd like to have xero recognize google wallet as a bank account, so it could receive transactions from it.

    in addition, we'd like to be able to make payments (payroll included) using google wallet

    thanks for considering

    PS. as it stands now, a third party can not write such an integration because the Xero API for banking/payment is not available.

    If this request is not considered, alternative suggestion is to introduce new Xero APIs so this integration could be done by a third…

    15 votes
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    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  4. deposit

    Create Batch Deposits -
    https://help.xero.com/au/BatchDepositCreate
    Does the API support this specific function? Is there a functional issue as to why this is not supported, or just never requested/not enough votes??
    Apologies if it is supported - I could not find it anywhere on developer pages etc.
    THANKS

    9 votes
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    1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  5. Unreconciled items in the bank feed via the API

    Allow the count and or the list of unreconciled items in the bank feed to be exposed via the API

    7 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  6. 7 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  7. HAVE A DROP DOWN TAB TO CHANGE BANK ACCOUNTS EASIER IN SPEND MONEY AND PAYMENTS LIKE MYOB HAS.

    In MYOB you can choose which bank account the transaction is coming from. If there is an error it is quickly rectified by clicking on a dropdown tab to change the bank or credit card it is coming from. With Xero you have to delete the transaction and redo it. This is extremely time consuming. I get receipts come in from the tradesmen and a lot of the time it is not clear if it is paid by credit card or debit. I enter it in spend money as debit most of the time only to find out it has…

    5 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 "enable_payments_to_account = true" for this or not?
    Thanks

    3 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  9. 3 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  10. Multi-currency Bank Transfers

    Currently, if I try and send a Bank Transfer through the APIs between 2 accounts with different currencies, I get an error response with the message:

    "Multi currency Bank Transfers are not currently supported"

    There is a field for the "CurrencyRate" in the documentation for GET, however, setting this for a PUT call, results in the same error message.

    It's possible to do this through the UI as a user, it should also be possible to do this through the APIs.

    3 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    3 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    3 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  13. Save Bank Statements in xero

    It would be great if there were somewhere within each of the Bank Accounts where we could upload/scan and store Bank Statements within xero as auditors need to see these regardless of whether we say that the account is reconciled.

    2 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  16. Bank Rules Ideas

    Hello, I have a couple of ideas...
    1. Add Alphabetical SORT feature in Bank Rules
    2. Duplicate an existing Bank Rule, slightly modify and choose a different bank account to add it too.
    Thank you
    Warm regards
    Christel

    1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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/Memo

    1 vote
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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
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