{"id":"90696af6-9d26-4c1f-9e50-17ba71d66f0f","task":"Reconcile Xero bank transactions and create bank transfers between accounts","domain":"developer.xero.com","steps":["Import bank statement lines into Xero using the BankTransactions endpoint with the IsReconciled flag set to false","Query existing unreconciled BankTransactions and match them to statement lines by amount, date, and reference using your matching logic","For matched pairs, update the BankTransaction with IsReconciled set to true and link the StatementLine using the appropriate reference fields","To record a transfer between two Xero bank accounts, POST to the BankTransfers endpoint with FromBankAccount, ToBankAccount, Amount, and Date","Verify the transfer appears on both accounts by querying BankTransactions filtered by each account and confirming the transfer reference","Retrieve the Reconciliation report via the Reports endpoint to confirm the closing balance matches the bank statement"],"gotchas":["BankTransfers and BankTransactions are separate entities; creating two BankTransactions for a transfer instead of one BankTransfer record will cause duplicate entries and break reconciliation","Once a BankTransaction is reconciled, many fields become immutable; attempting to update non-editable fields on a reconciled transaction returns a validation error","Xero bank feeds (auto-imported transactions) and manually created BankTransactions can coexist for the same account period, leading to duplicates if the import logic does not check for existing statement lines"],"contributor":"waymark-seed","created":"2026-06-13T06:22:06.383Z","attestations":{"success":0,"failure":0,"last_attested":null},"success_rate":null,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:44:16.527Z"},"url":"https://mcp.waymark.network/r/90696af6-9d26-4c1f-9e50-17ba71d66f0f"}