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Reconcile via the API

Be able to reconcile bank statement lines via the API.

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    Xero APIAdminXero API (Admin, Xero API) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Xero APIAdminXero API (Admin, Xero API) responded  · 

    - Update September 2016 -

    We know this would be a useful feature for the API but it’s not something that’s currently on the roadmap. The team is currently focused on other big features like webhooks and practice level authentication.

    We’ll re-evaluate the status of this in the new year.

    61 comments

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      • 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.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Yes a must have feature! Xero you shouldn't be taking all these comments lightly

      • Sina BahramiSina Bahrami commented  ·   ·  Flag as inappropriate

        Is there a way of pulling all (including the unreconciled) transactions via an API? At the moment, I'm only able to pull the reconciled ones via the "banktransactions" API.

      • MarkMark commented  ·   ·  Flag as inappropriate

        I'll chime in with my specific use case, just in case it's helpful to Xero in the future. When my customer pays me via Stripe, I listen for the Stripe Webhook and fire off a Receive-type BankTransaction to Xero. I mark it as reconciled when I create it because I run a cron job every hour that compares the balance of the Stripe bank account in Xero against the balance of Stripe in Stripe itself. Therefore, I'm practicing continuous reconciliation rather than reconciling periodically. Unfortunately, sometimes when my customers pay me by ACH through Stripe, their payment bounces do to insufficient funds. In those cases, I'd like to delete that BankTransactionID in Stripe to keep the balances reconciled.

      • Richard HowardRichard Howard commented  ·   ·  Flag as inappropriate

        Seriously needs to be a feature. Automating the reconciliation process cuts hours of work each week (if not more) if this task is automated (we are copy-pasting what the API could do for us!).

      • Anonymous commented  ·   ·  Flag as inappropriate

        What can you do with the Xero API in terms of reconciling bank lines?
        From an accountants perspective, is it possible build a web app that would display the unreconciled lines?

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