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.
We are pleased to confirm that the Journals endpoint now returns the SourceType and SourceID. This allows you to link journals back to their source transaction.
Unfortunately it is not possible to filter the journals endpoint by accounting date. We’ll look to address this with an improved journals reporting endpoint in future.
it has been over 3 and a bit years since Simon asked for this, i am in need to get my clients nominal ledger data out to automate reporting as i dont want them to work in Xero, ass accountants we dont want them working in xero, when can this be available
Pete Coales commented
At the very least the transaction type!!
Yes would like this to happen...
James Nelson commented
It would be great to have access to the source of each journal entry (e.g. bank transaction, invoice, credit note, manual journal). Our use case involves running some aggregations over a list of journals, but displaying the source data used.
Barry Mathias commented
This is a key feature requested by our Auditor clients
Prasad Jadhav commented
Yes this is right.I am looking towards that please provide the connection between Journal and Invoice entries
Rob Connell commented
Smeebi and our customers want to be able to open up more dimensions from Xero for analysis such as linking customer, supplier, product, to journal entries.. in addition to what we can already do with tracking catagories, please vote!
Reuben Jackson commented
+1 on this please.... the API is lacking key reference data
Pavan Dasa commented
Yes i would like to have this feature in XERO API to establish link back to source document from Journal API.
John Milton commented
Not quite clear what 'Journal' means in this context but I'd definitely like to be able to get all transactions on an *account* and 'drill' back to the source.