I suggest you ...

← Xero API

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.

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    xeroAdminxero (Admin, Xero) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  xeroAdminxero (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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    6 comments

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      • Warren StrongWarren Strong commented  ·   ·  Flag as inappropriate

        This suggestion should be un-marked as complete. The current implementation DOES NOT enable the functionality suggested in the request. The reports do not allow one to differentiate between outstanding and overdue balances; furthur more if you're just looking for the two final figures (which is what the request suggests - such as when viewing a contact in xero), you have to loop through the whole report which still doesnt provide ANYWAY to determine the overdue amounts. Only the total outstanding; so again; a pointless implementation for intergration. I had such high hopes for Xero; one of NZ's biggest brightest products however now my confidence has gone after many implementations such as this. I regret suggesting the soultion to my work; as now Im stick with a half-assed API.

      • nathfynathfy commented  ·   ·  Flag as inappropriate

        Timescales? or at least a comment on this xero? Moving from quickbooks to Xero but this is a major obstacle

      • EadenEaden commented  ·   ·  Flag as inappropriate

        surely this is a pretty basic API requirement for accounting software?

      Xero API: Reports

      Feedback and Knowledge Base

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