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  1. 574 votes
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      55 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
      planned  ·  xeroAdminxero (Admin, Xero) responded

      The Xero app now allows you to have control over the sender’s name, email address and reply to address (see http://blog.xero.com/2013/06/more-control-over-your-emails/) which was a key requirement for using the API to trigger an invoice to be emailed. Previous Xero releases also added the ability to have online viewing of invoices and email templates for sending invoices, statements etc.

      In amongst our other top developer requests we are now actively looking at how we can offer this functionality to developers.

      Please remember you can download PDF’s of invoices which allows you to email invoices yourself and you can also mark these invoices as sent.

    • Enable the upcoming Purchase Order module to link to outside applications

      My company has an app that services a very large niche market- all of those clients (tens of thousands) also need accounting. Our current app has rudimentary accounting in it but we are seeking to set up a sync with a dedicated cloud-app for all the accounting. Purchase Orders are crucial to this niche market and if we could sync them with Xero via api it would make a huge difference.

      (Provide GET/PUT/POST PurchaseOrders endpoint)

      487 votes
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        51 comments  ·  Developer Tools  ·  Flag idea as inappropriate…  ·  Admin →
        planned  ·  xeroAdminxero (Admin, Xero) responded

        We appreciate this issue is due an update – unfortunately some background architecture of purchase orders have prevented us from being able to provide this so far.

        We are 100% committed to delivering this feature for you and we will be working on it in the coming months.

        We have added an update on keeping you better informed on feature requests in the future also: https://community.xero.com/developer/discussion/10480255/

      • Import bank statement lines via the API

        Be able to import bank statement lines into a bank account in Xero. This would be useful for custom bank accounts or banks that do not have a direct feed into Xero

        447 votes
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          35 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
          planned  ·  xeroAdminxero (Admin, Xero) responded

          Hello everyone, we know this has been a longstanding request, but a number of security and licensing issues have prevented us from providing this.

          We have marked this as ‘planned’ as we still have it in our long term roadmap to provide it once we can add a more comprehensive permissioning model to the API, but the honest answer in terms of timing is that this will not be available in the next 6 months at least.

          A reminder on an article that may help some users get around this feature gap for the time being: https://community.xero.com/developer/discussion/3879525/

          We have added an update on keeping you better informed on feature requests in the future also: https://community.xero.com/developer/discussion/10480255/

        • Repeating invoices via the API

          Be able to create and manage repeating invoices (http://help.xero.com/#Accounts_RepeatingInvoice) via the API.

          445 votes
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            60 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
            started  ·  xeroAdminxero (Admin, Xero) responded

            We want to give you an update on this as we appreciate many of you are waiting patiently.

            We have not yet prioritised adding support for creating repeating invoices via the API (though retrieving them has been completed).

            It is very much our intention to do so, but it will not be happening within the next 3 months. We will give an update again in 2-3 months with some news.

            We have added an update on keeping you better informed on feature requests in the future also: https://community.xero.com/developer/discussion/10480255/

          • 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.

            440 votes
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              33 comments  ·  General Requests  ·  Flag idea as inappropriate…  ·  Admin →
              planned  ·  xeroAdminxero (Admin, Xero) responded

              Unfortunately when we looked at this in detail, our existing technical architecture would not support webhooks. We still want to deliver this, but it can only come after some planned architectural enhancements to the Xero platform.

              In the mean time, we have a number of options on how we can make the syncing of data more efficient using existing GET API polling methods – we will update this thread when we have more news to share.

              We are sorry we can’t do better right now, it is not from lack of desire on our part, and we are working in the background to put in place the infrastructure to provide this.

            • Reconcile via the API

              Be able to reconcile bank statement lines via the API.

              343 votes
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                32 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

                Unfortunately reconciliation via the API is not a planned feature for the short-medium term.

                For some of your scenarios, consider using the approach described in our guide for handling payment processor receipts in Xero could be a whole lot more efficient. http://developer.xero.com/documentation/api-guides/handling-payment-processor-receipts-in-xero/

                While we will continue listening to requests on this thread, there are a number of significant issues that prevent us from working on this for the time being.

                Hello everyone, we know this has been a longstanding request, but a number of security and licensing issues have prevented us from providing this.

              • Expose the Online invoicing URL via the Xero API

                Xero has recently released online invoicing functionality within the main application (http://help.xero.com/#OnlineInvoices).

                Be able to retrieve the online invoicing URL via the Xero API.

                Note that this URL is only generated when the invoice is emailed within the Xero application. Exposing this field will be of limited value until further work is done to be able to email an invoice from Xero via the API (but that is a separate issue).

                268 votes
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                  24 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                  planned  ·  xeroAdminxero (Admin, Xero) responded

                  Unfortunately this field is not as easy to provide as it might seem – it is only generated when an invoice is sent through the online invoicing system, and is not present for all invoices.

                  As a first step, we will look to return it when it is present, and schedule further work to allow the creation of an online invoicing URL via the API at a later date.

                • History & Notes

                  Expose invoice History & Notes through the API

                  235 votes
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                    20 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    planned  ·  xeroAdminxero (Admin, Xero) responded

                    Confirming that this is a feature we are planning on working on soon. Any ETA would be inaccurate, but we will update this thread when work has actually begun.

                  • EU Country field

                    Be able to update the EU Country field via the API. This is required and seems very strange to be left out of the API.

                    117 votes
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                      4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                    • Budget summary report by budget

                      The current budget summary API report (http://blog.xero.com/developer/api/reports/#BudgetSummary) returns the overall budget summary report. Within Xero, you can create additional budgets which can be filtered by tracking category. This request is to:
                      - Provide a Budgets API endpoint
                      - Allow the budget summary report be filtered by budget

                      102 votes
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                        12 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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!

                        88 votes
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                          4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                        • Be able to retrieve & 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. API request is to be able to retrieve a statement report and email it via the API

                          83 votes
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                            3 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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.

                            78 votes
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                              2 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

                              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.

                            • Quotes via the API

                              Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)

                              77 votes
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                                5 comments  ·  Quotes  ·  Flag idea as inappropriate…  ·  Admin →
                                started  ·  xeroAdminxero (Admin, Xero) responded

                                Work has begun to expose quotes functionality in the Xero API. There are some internal changes required in Xero before we can make this happen but aiming to have GETs live by early August. Creates and updates to follow after that.

                              • Allow to submit inventory items names

                                Currently it's not possible to set an Item Name via Xero API. So one has to set names manually in order for the main Inventory items page to display any human-friendly content. It's rather difficult if you have many items.

                                77 votes
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                                  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  started  ·  xeroAdminxero (Admin, Xero) responded

                                  Unfortunately there’s been a few performance and functional issues that have meant this has dragged out much longer than we’d hoped.

                                  It is still one of our highest priorities to bring full Xero Inventory support to the Items endpoint and we expect to make progress here in the coming weeks.

                                  As always though, maintaining existing functionality and reliability always trumps new features.

                                • be able to retrieve account transactions via the api.

                                  Provide an API to retrieve the transactions of an account. (e.g. something like this Profit & Loss report-> click on the YTD value of an account)

                                  More discussion in the thread <https://community.xero.com/developer/discussion/326819/>

                                  76 votes
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                                    4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Expose which user connected the organization via OAuth

                                    Currently, we have no idea which user connected via OAuth. In other platforms (QB for once), you get details (especially email) of the user, and can design behavior based on it. In Xero, we get all the data on the users (with the new email address field), but we don't which user connected. If this will be exposed, it will give the developers more tools to create a more specific experience for the users

                                    74 votes
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                                      2 comments  ·  Authentication  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Enter budgets via the API. Both historical and current.

                                      This would allow us to build tools to do bulk budget exports for multiple periods from our current system. (I think that budgets import might be coming through the user interface anyway, in which case this isn't really needed).

                                      66 votes
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                                        10 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

                                        This will be something we are considering now that the main application allows budget imports (recently added).

                                        Anyone interested should add their vote – also be good to let us know your intended use in a comment so we can factor this into development.

                                      • add custom fields to contacts

                                        Ability to create or edit additional 'custom' fields to use for notes, additional phone numbers, job descriptions, etc.

                                        59 votes
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                                          6 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 55 votes
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                                            5 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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