Hey, after some help creating a zap for creating a bank transaction in Xero. All required fields have been completed other than the account. There is nothing available under the organisation selected, however in Xero there is a number of accounts available. Why can’t zapier see these?
The same is true if I attempt to make a transfer too. It just doesn’t seem to have a view of accounts
Best answer by SamB
Hey folks,
Just reaching out to announce that the bug report Ken mentioned here has since been closed! An improved version of the Create Bank Transaction action has been added (to the latest version of the Xero app) which supports all bank account types. 🎉
We hope you’re able to give it a try soon! And if you run into any trouble with it please do reach out in the Community or get in touch with our Support team to let us know. In the meantime, happy Zapping! ⚡
+6Hi there
After doing some digging into this, it looks like you are running into a bug I'm afraid! We have notified the Xero team and are currently working with them to resolve the issue now. I have added your name and email to a list of affected users to follow up with when the bug is resolved.
This is caused by the Xero integration requiring an account code for bank accounts that have auto-feed set up, but Xero itself doesn't require an account code when setting those accounts up. Once you put in an accounting code for the bank account in Xero and refresh the Xero account connection with Zapier, the accounts will load in the editor.
To get you up and runing again, add a Code to each Bank account. You can do this within your Xero account by going to ”Advanced > Charge of Accounts”. Once each Bank Account has a code, it will appear in the dropdown.
Hopefully, this helps.
+6You are most welcome! I’m glad I was able to help you out!
If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 😊
+6You are most welcome
If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 😊
+6Hi
Thanks for bringing this to our attention.
Have you tried implementing my suggestion here:
After doing some digging into this, it looks like you are running into a bug I'm afraid! We have notified the Xero team and are currently working with them to resolve the issue now. I have added your name and email to a list of affected users to follow up with when the bug is resolved.
This is caused by the Xero integration requiring an account code for bank accounts that have auto-feed set up, but Xero itself doesn't require an account code when setting those accounts up. Once you put in an accounting code for the bank account in Xero and refresh the Xero account connection with Zapier, the accounts will load in the editor.
To get you up and runing again, add a Code to each Bank account. You can do this within your Xero account by going to ”Advanced > Charge of Accounts”. Once each Bank Account has a code, it will appear in the dropdown.
Hopefully, this helps.
I'll be keeping an eye out for your response!
+11Hey folks,
Just reaching out to announce that the bug report Ken mentioned here has since been closed! An improved version of the Create Bank Transaction action has been added (to the latest version of the Xero app) which supports all bank account types. 🎉
We hope you’re able to give it a try soon! And if you run into any trouble with it please do reach out in the Community or get in touch with our Support team to let us know. In the meantime, happy Zapping! ⚡
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