Reconcile via the API
Be able to reconcile bank statement lines via the API.
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.
Andy Hunt commented
If this isn't on the roadmap, could we at least have the ability to automatically reconcile transactions with a matching bank rule? Here is the feature request for that: https://community.xero.com/business/discussion/66381 - either that facility, or this, would be a great improvement on having neither.
This is absolutely needed! The MAIN feature of Xero is bank syncing and reconciliation! It's very surprising it's not already in the API.
Aaron Angel commented
Please define appetite. Here is a suggestion with only 88 votes since February 2013, and it is tagged as started. Granted, you started it a year ago; but nonetheless, apparently it had enough votes. Here you have eight times as many votes and still decline it?
Ian Bishop-Laggett commented
Really would appreciate this feature just to allocate incoming payments against PPS invoice numbers. At our Podiatry practice we have 20-30 invoices a day where patients pay via Credit card. At the end of the day, the bank processes all card payments in one payment to the bank. To then reconcile this back to the invoices require laborious selection of all the right invoices for that day.
Xero: Hey users, if you want this feature go vote for it!
Users: We do!
Xero: Welp, I guess no one wants this even though they've been vocal that they do.
Users: We totally want this
Xero: If only someone had an appetite for this feature...
Users: Oh ffs...
Xero: Declining this feature until people want it!
Users: We voted, we commented, we want this feature!
Great job listening to user feedback guys. -_-
Really need this - the missing link in full automation... What could be more important than one of the most voted on issues?
"Stop chasing customers and automatically reconcile invoices with payments." -https://gocardless.com/xero (GoCardless for Xero: Powered by Directli - GoCardless)
Haven't used Directli - how did they get around it?
I think we'd all like some more clarity on why this was not considered a priority when there is clearly customer demand. Is it an issue with how the code on Xero's end works? The ability to reconcile transactions with the API would save my organization hours per week.
This would indeed be a very necessary functionality!
Darryn Ten commented
5 years of voting with 714 votes and there's "no appetite"?
Come on guys, this is an extremely useful feature to enable.
Sounds like there's a lot of appetite from your users for this feature!
As it would mostly be larger organisations with thousands of invoices per year that would want this, why not just charge extra for it? I'd be very happy to pay extra for it!
Robert Bray commented
"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.
Daniel Goldberg commented
Chris Barling commented
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 Ongley commented
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 Ganesan commented
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 firstname.lastname@example.org, and I'll be happy to help.
Steve Stovold commented
Really need this!
Graham Willsher commented
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 Emberton commented
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.
M. Dana commented
714 is a lot of votes.