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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.

    56 comments

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      • 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?

      • Mark StephensonMark Stephenson commented  ·   ·  Flag as inappropriate

        For us to continue using xero as we continue to grow (1000 users to 12000 in a year) we need to be able to automatically reconcile stripe payments. Allowing reconciliation through the API will give us the ability to automate this very laborious task.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Please either improve the memory function to remember payeee name from bank lines or allow reconciliation via the API

      • Alex RichAlex Rich commented  ·   ·  Flag as inappropriate

        We are considering changing from Xero to something else. Pushing 'Reconcile' for all incoming payments is a big waste of time when our payment system could automatically reconcile them as they are applied to customer accounts.

        I can't imagine what the 'significant issues' that prevent Xero from working on it are.

        Some people (like us) use Xero only for our tax obligations and 'big picture' reports. It's easy for the Accountants to collaborate with us, but not everyone uses Xero Invoicing and links their customer accounts to Xero.

      • AnonymousAnonymous commented  ·   ·  Flag as inappropriate

        We receive an average of 20 transactions a day into Xero through Stripe, in 2 different currencies, and reconciling them is a really time-consuming process and one that seems perfect for automation considering how repetitive it is!

        Allowing this feature would allow us to save lots of time and money spent on bookkeeping.

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