Tableau Connector for Xero

Build 24.0.9060

HistoryBankTransactions

Query and insert BankTransaction history and notes for a Xero organization.

Table Specific Information

The HistoryBankTransactions table allows you to read the notes created on a transaction, and the history of changes to that transaction. If a BankTransactionId is not provided, the history of all BankTransactions will be retrieved.

A BankTransactionId and Details is required for inserting a note:

INSERT INTO HistoryBankTransactions (BankTransactionId, Details) VALUES ('...', 'Refund for overpayment'), 

Columns

Name Type ReadOnly Description
Id [KEY] String True

A combination of the position of the history item and when it occurred.

BankTransactionId String True

The ID of the bank transaction the history item belongs to.

Changes String True

What type of change happened on the bank transactions

Date Datetime True

When the change occurred

User String True

The name of the user that made the change

Details String False

The change that was made

TenantId String False

The ID of the tenant to query instead of the connection tenant

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Build 24.0.9060