Actions35
- Account Actions
- Attachment Actions
- Bank Transaction Actions
- Bank Transfer Actions
- Contact Actions
- History and Note Actions
- Invoice Actions
- Manual Journal Actions
- Organisation Actions
- Report Actions
Bank Transaction → Create
AI-generatedSummary
Create a new bank transaction in a specified Xero organization with detailed options for transaction type, contact, bank account, line items, and additional transaction details.
Inputs
- Organization Name or ID (required) — Select or specify the Xero organization where the bank transaction will be created.
- Type (required) — Specify the bank transaction type such as Receive Money, Spend Money, or their overpayment/prepayment variants.
- Contact Name or ID (required) — Select or specify the contact associated with the bank transaction, depending on the chosen organization.
- Bank Account Name or ID (required) — Select or specify the bank account from the chosen organization against which the transaction will be recorded.
- Line Items — Provide detailed line items either one-by-one via UI fields or as a JSON array, specifying account codes, amounts, quantities, descriptions, tax details, and tracking categories.
- Additional Fields — Optionally specify extra details such as currency code and rate (for overpayments), transaction date, reconciliation status, line amount type, reference (for Spend and Receive types), transaction status, and a URL linking to a source document.
Output shape
a single record
Returns the created bank transaction object as responded by Xero API, reflecting the input details and assigned identifiers. No pagination applies.
Examples
Example 1: Create a Spend Money bank transaction with one line item
User selects organization, contact, and bank account; sets type to 'Spend Money'; adds a line item via UI with an account code, description, unit amount, quantity, and tax type; optionally adds a reference and sets date; runs the node to create the transaction in Xero.