I suggest you ...

Reconcile via the API

Be able to reconcile bank statement lines via the API.

714 votes
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    Xero APIAdminXero API (Admin, Xero API) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    declined  ·  Xero APIAdminXero API (Admin, Xero API) responded  · 

    We appreciate this is a desired feature, however there is no appetite to add this functionality to the Accounting API. If priorities change in future we will reopen this request but thought it best to be transparent about our current priorities.

    72 comments

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      • Robert BrayRobert Bray commented  ·   ·  Flag as inappropriate

        "however there is no appetite to add this functionality" sounds like there is a lawyer whispering in your ear.

        This is clearly needed so your customers can complete the invoicing automation loop. If you won't build it then at least give us a suggested workaround something along the lines that chargebee.com suggested/has.

        If I need to code it, fine. Of course it would be better if you just told your lawyer to shush and get on with making ground breaking software.

        P.S. love what you guys have built and very happy to be using it.

      • Chris BarlingChris Barling commented  ·   ·  Flag as inappropriate

        We need this for our Xero integration. We have nearly 2,000 companies using our software and rising fast. Most of them will be Xero prospects.

      • Geoff OngleyGeoff Ongley commented  ·   ·  Flag as inappropriate

        No appetite to add this functionality?

        Aren't you effectively saying that there is no interest in meeting clear customer demand?

        Riddle me this - is Xero manually reconciling their own invoices, or has this been automated?

        I imagine your own company is in the same boat as those asking for the ability to reconcile via the API. As companies scale and there are large volumes of transactions, this kind of thing really matters.

        So you've declined this and actually cut off voting now, so others (including myself) can't vote. In other words you are actively deciding to not listen to your customer's demand on this any longer.

        Please don't be one of those companies that does not listen to its customers. Please don't be one of those companies that are 'too big' to care. It's not good for your or us, because there is another way customers can vote - it is with their feet. So - I would ask that you please reconsider your position on this matter and consider an adjustment to your roadmap - it would be a big game changer for a number of customers, and given this is something good for higher volume businesses in particular - some of your larger customers, at that.

      • Divya GanesanDivya Ganesan commented  ·   ·  Flag as inappropriate

        We, at Chargebee, have rolled out an integration with Xero. If you are a subscription business and looking for payment reconciliation between Stripe and Xero, we have that sorted. You can do that with the click of a button with our nifty Chrome plugin too. You can find more info here --> https://www.chargebee.com/docs/xero-reconciliation.html.

        Please feel free to reach out to me at divya@chargebee.com, and I'll be happy to help.

      • Graham WillsherGraham Willsher commented  ·   ·  Flag as inappropriate

        I must concur with the other members in this forum. 714 votes is a lot of votes. Although you have your road map that you want to work to, it would be nice to have this still on there for development in the future.

        Any transaction that you cannot match automatically requires about 5 clicks per transaction (plus necessary time) to complete. The multiple on this gets very big quickly.

      • Oliver EmbertonOliver Emberton commented  ·   ·  Flag as inappropriate

        Xero is either deceptive or clueless when they say "there is no appetite to add this functionality". 714 people disagree, and it would be more if they hadn't closed the *3rd most upvoted issue*.

        Like many we have to reconcile thousands of e-commerce transactions manually every month, this would be a game changer for us.

      • BenBen commented  ·   ·  Flag as inappropriate

        714 votes, more than all except 3 other issues = no appetite??

      • Anonymous commented  ·   ·  Flag as inappropriate

        Useful feature?? That's the biggest understatement of the year! It's the last part of a fully automated invoicing, payment and reconciliation loop.

        By not developing it you are giving every one of your customers at least one job to do per transaction you process for them.

        How can you not want to immediately eliminate the probably hundreds of millions of jobs per year that you are leaving your customer to do?

        Please produce this long asked for, much needed, and massively requested "feature", that is the biggest no brainer for anyone with an ounce of common sense. Please!!

      • SteveSteve commented  ·   ·  Flag as inappropriate

        I look after a non-profit sporting organisation and I have to manually reconcile about 20,000 paypal transactions every year and it's killing me. There are many transactions per day with the same amount so the suggested matches are not always much use. We automatically create invoices that include the paypalID so what we really need is some way to strictly enforce simple string matching on the Paypal ID when Xero makes matching suggestions or an automatic process controlled by user definable rules, perhaps via the cash coding console. I understand that there might be widely varying requirements here, so if this sort of automatic reconciliation is not possible, at least let us write our own using the API.

      • AndrewAndrew commented  ·   ·  Flag as inappropriate

        Would be a good feature to have. It'll also cover some of Xero's short comings.

      • Anonymous commented  ·   ·  Flag as inappropriate

        +1 this would be a massive time saver and is clearly the case for plenty of other users.

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