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!
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
Alan Telford commented
Great idea. I would want the option to get balances by "TrackingCategory" too.
This is a very important to us as well. We want to do as much as possible within Xero, but there are a few requirements for which automated balance exports are essential. Among the features under review, this seems among the less complex? A single Date parameter would be one use case - the system returning all accounts and their balances(in original and functional/translated amounts) as of that date.
This would help with integration of my budgeting and cashflow forecasting solution (www.calxa.com)
I would also like read-only access to the data (especially individual transactions) to be able to generate reports that are missing in the report center myself.