Xero API
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192 votesunder review ·
Adminxero
(Admin, Xero)
responded
Hi, I have just left a detailed comment on this topic with some initial thinking on how this would work – I would appreciate your comments on this.
Thanks, Ronan
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be able to get customer balances via the API
for the purpose of knowing if a customer have overdue balances - so would need to return current balance and overdue amount.
132 votesplanned ·
Adminxero
(Admin, Xero)
responded
I’ve reopened this issue just to be clear we haven’t forgotten about this and know this is a big issue for some developers. We’re looking to get overdue and outstanding amounts displayed separately in a future release.
We have exposed a number of reports via the Xero API recently. The AgedReceivablesByContact and AgedPayabledByContact reports will download a summary of all outstanding invoices for a specified contact. This report also provided the total amount outstanding.
See http://blog.xero.com/developer/api/Reports/#AgedPayablesByContact for more information.
If you have any questions, have a look at our new developer answers site: http://answers.xero.com/developer/
Dan..
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Allow attachments of PDF on payable invoices
Store supplier invoices with the invoice transaction in xero. Doubles as a storage system and makes retrieval much easier. Worth paying the upper price plan for
118 votesplanned ·
Ronan Quirke - Xero
responded
Thanks for your votes. We plan on providing the same attachment functionality via the API as is in the application for AP invoices in our +1 release (release after next).
To get immediate notification of new releases, subscribe to our developer updates: http://blog.xero.com/subscribe-to-the-xero-api-developer-mailing-list/
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Notify URL When Stuff Changes in Xero - Webhooks
I'm requesting "web hooks" for the Xero API.
Here's how they work: Customer provides a URL (http://myserver.com/xero/changed) to Xero, and when something is changed, Xero notifies that URL, perhaps indicating which records have changed.
The Xero API provides methods that you can query and compare with previous results to see what has changed. However, this is not performant for large data sets, and detecting changes involves a lot of code.
The competition has it - web hooks are supported by QuickBooks. Let's get them in Xero - it's a superior product in every other way.
115 votesplanned ·
Adminxero
(Admin, Xero)
responded
I have merged the “callback URL on Invoices” idea with this webhooks idea as we are leaning more towards web hooks, but still very much open to ideas.
We agree it would make working with the API much more efficient.
Please keep sharing your use cases and ideas if you haven’t already: they are a real help.
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Credit Card payment API
Store encrypted credit cards for customers and be able to initiate (through the invoice API) credit card payment via any credit card processor's API. Paypal Web Payments Pro would be good out of the box but ideally would be set up to work with most standard APIs.
108 votes -
Add read-only access to accounting numbers for use in other systems
I have an internal system that handles all the other metrics for our business, but the financial data is missing.
We could either hand-enter the necessary data or build some sort of import functionality, but it would be best to query Xero directly so I can use that data in my internal system.
Thanks for listening!
82 votes
Adminxero
(Admin, Xero)
responded
We introduced Reporting API’s earlier this year – see http://developer.xero.com/api/reports/ and the ability to get all journals for an organisation – http://developer.xero.com/api/journals/
You currently need to be a standard user in Xero to grant rights to a 3rd party application. Adding permission options for apps is on our radar
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Repeating invoices via the API
Be able to create and manage repeating invoices (http://help.xero.com/#Accounts_RepeatingInvoice) via the API.
77 votes -
Allow split of single payment to multiple Invoices via API
For customers who's payment gateway settles the days total takings into your bank account in one lump sum at the end of the day, making single payment against single invoices via API is no good. It would be great to be able to recieve a payment to a bank account and split that payment to be applied against multiple invoices.
51 votes -
Enable to import bank transactions through API
It is a must have for global companies whose banks' transaction info doesn't yet feed into xero
46 votes -
Update payments to allow Get and Post via the API
Have the ability get get payments via the PaymentID and also create payments via POST
43 votesstarted ·
Adminxero
(Admin, Xero)
responded
We’re currently working on the Payments endpoint, adding GET method and adding more fields when creating the payments (e.g. currency rate).
We will consider adding a POST method, but this wouldn’t add the ability to update a payment – this is a limitation of the core accounting engine.
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Reports By Tracking Categories
Retrieve reports such as P&L, trial balance & budget by tracking category.
Our customers have requested for the ability to import their tracking categories from Xero into our program for reporting purposes. Any idea when the API will support this?
(edited by Xero staff for clarity)
40 votes
Ronan Quirke - Xero
responded
We already do have an endpoint that allows you to retrieve Tracking Categories and Tracking Options from the API: http://blog.xero.com/developer/api/tracking-categories/
Can you confirm that is what you are after, or if not, explain a little more what the functionality you are looking for is?
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Allow third party apps to plug into the Xero interface
If the Xero interface could be configured to display data from and interact with the apps third party developers are creating similar to the way Facebook applications work inside their platform
39 votesunder review ·
Adminxero
(Admin, Xero)
responded
It is certainly a nice idea in a lot of ways, and Jesse’s use case example is good one.
On the other side, allowing 3rd party applications plug into the core Xero application present some quite major security implications. The data we hold on behalf of our customers is considered highly sensitive by us and we ensure we have bank level security across all aspects of our application.
Second to that, we are a design lead and focused company – we want our software to be really easy to use and remain simple and intuitive, so allowing 3rd parties to introduce interface elements into Xero would be something we would need to carefully plan for.
With this in mind, it would be quite an onerous task for us to implement a secure framework that would allow 3rd party applications to interface within Xero, in a sensible way that does not… more
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History & Notes
Expose invoice History & Notes through the API
38 votes -
allow notes in invoice output
there are some situations where it's useful to add a note to an invoice that's include in the invoice PDF. e.g a message about the reverse charge VAT treatment for EC customers. I would guess there's more exceptions like this where a note would be useful.
38 votesunder review ·
Adminxero
(Admin, Xero)
responded
You might consider adding a comment-only line item to the invoice. This would get printed on the PDF of the invoice.
If the message is to be added to lots of invoices, you could even consider defining a price list item with a description only. This would save re-typing the comment for each invoice.
A third option is adding a comment onto a docx branding theme template. If all EC customers could be assigned the same branding theme, the comment could be hard-coded onto the docx template.
We’ll certainly consider other options to make life easier for our customers.
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Be able to e-mail statements to receivable accounts via the API
E-mailing updates to receivable accounts about their payments via the API would be very useful. Via the web interface, this is possible by sending a statement.
36 votes -
Payroll Integration
It would be great to have api access to payroll functions so that we can calculate PAYE and then create payroll entries automatically.
28 votes -
Mark invoice sent via API
Add the ability to mark invoices as sent via the API.
25 votes -
GET Invoices & GET CreditNotes need more detail of credit notes
GET invoices currently only shows AmountCredited but not the specific detail. GET CreditNotes doesn't show which invoice the credit was applied to
24 votes -
22 votes
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21 votes