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  1. 487 votes
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      41 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.

    • Repeating invoices via the API

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

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

        Today we released the ability to retrieve repeating invoices via a new RepeatingInvoices endpoint: http://developer.xero.com/documentation/api/repeating-invoices/

        We have not yet begun work to create repeating invoices, so this endpoint will initially only have utility for those looking to use it for reporting.

        We will leave this feature request open and update it as soon as we have further news to share on creating repeating invoices via the API.

      • 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.

        397 votes
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          32 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 enhancement 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.

        • 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

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

            Thanks for your votes everyone. As we have completed other requests this one has creeped up the list and is overdue an update.

            We do agree this would be a useful feature to expose via the API. We will begin scoping this shortly and update you when development begins, but no ETA yet.

            We have reviewed some of your comments and use cases below however, and have written up an article on some possible existing API options: https://community.xero.com/developer/discussion/3879525/ – note this may not apply to your situation, but hopefully useful to some.

          • 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)

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

              We’re certainly looking to offer Purchase Order functionality via the Xero API. It is amongst a list of top priority feature requests that we are working through as quickly as we can. There are a few items ahead of this so I’ll change the status on this item when we are actively working on this.

            • Reconcile via the API

              Be able to reconcile bank statement lines via the API.

              263 votes
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                27 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

                Reconciliation via the API is not a planned feature for the short-medium term as we look to address other feature requests.

                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/

                Even if you have a statement line for every invoice payment (rather than a statement line equalling many payments) you could utilise a clearing account to pay off invoices and then use Xero cash/fast coding to code all the bank statement lines of a similar pattern to the clearing account.

                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.

              • 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).

                228 votes
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                  19 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.

                • API Overpayments & Prepayments

                  See the latest comments on this below

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

                    The BankTransactions endpoint now supports creating overpayments and prepayments – see http://developer.xero.com/documentation/api/banktransactions/#title7

                    Note – The ability to allocate an over/payment to an invoice will be supported in a future release. This request will be kept open until this task is finished.

                    The Invoices endpoint will also be improved in a future release to make it easier to identify when an over/prepayment is applied to an invoice.

                    If you can now do what you need with over/prepayments, consider moving your vote(s) to another request.

                  • History & Notes

                    Expose invoice History & Notes through the API

                    213 votes
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                      17 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.

                    • PUT/POST tracking categories and options

                      Be able to create tracking options via the API. Also when creating invoices via the API allow the creation of tracking options within Xero's existing tracking groups if they don't exist.

                      138 votes
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                        14 comments  ·  General Requests  ·  Flag idea as inappropriate…  ·  Admin →
                        started  ·  xeroAdminxero (Admin, Xero) responded

                        We are delighted to confirm the ability to create and update tracking categories and tracking category options was release today: http://developer.xero.com/documentation/api/v2-release-notes/#2.71

                        As we want to add support for deleting shortly, we will not yet mark this request as fully complete, but expect us to do so soon.

                        If you have any questions about using this feature, please feel free to ask in our community: https://community.xero.com/developer/

                        NB: The request to create options ‘on the fly’ when creating an invoice has been declined for now as it is not feasible within the current API.

                      • General Journal Improvements

                        1) include transaction source and id to be able to link back to the source document of the journal eg AP/AR invoice etc 2) allow endpoint to be filtered by accounting date to be able to get just a certain period.

                        126 votes
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                          9 comments  ·  Journals  ·  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 →
                          • 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.

                            76 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.

                            • 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

                              72 votes
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                                2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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.

                                70 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

                                  65 votes
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                                    5 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 54 votes
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                                      3 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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/>

                                      54 votes
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                                        2 comments  ·  Accounts  ·  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

                                        50 votes
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                                          2 comments  ·  Authentication  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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

                                          49 votes
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                                            3 comments  ·  General Requests  ·  Flag idea as inappropriate…  ·  Admin →

                                            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…

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