541 results found

1. Allow Quotes in API Previewer

   Please add quotes to the API Previewer so we can test our queries easily.

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2. Online Invoice URL - Allow fetching with invoice or in bulk

   Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.

   This proves to be a big issue with applications that grab and store historic data in the application.

   For example:

   We connect our application with Xero and there are 20,000 historic invoices in Xero.

   We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.

   Because we can only callout to 1 invoice at a time, that is 20,000 callouts we must make to get the Online Invoice URL for the historic invoices we have stored.

   With Xero's 5,000 API call limit, this takes 4 days to retrieve.

   Please either add this URL to the invoice schema or allow us to submit a request in bulk with multiple invoice ID's and return the URL's.

   Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.

   This proves to be a big issue with applications that grab and store historic data in the application.

   For example:

   We connect our application with Xero and there are 20,000 historic invoices in Xero.

   We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.

   Because we can only callout to 1 invoice at… more

   6 votes

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3. Fix Bug: Override TaxAmount in BankTransaction Endpoint

   Suggestion: Allow the overriding of the TaxAmount within the BankTransaction Endpoint. This currently works through the UI but not the API.

   Issue: Importing a 'Spend' BankTransaction using the API with an adjusted TaxAmount results in a Validation Error:
   [Message] => Tax amount 936.09 is incorrect for INPUT2 tax type, should be 187.22

   Works: Using the UI
   Doesn't Work: Using the API

   6 votes

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4. SIE file report/export

   SIE is a universal data format to exchange accounting information between different systems.

   Our auditor prefer having a SIE4 file, which he would import into his own system, to do the final revision and making necessary documentation for the government. W/o this file he has to tap in the data manually, which takes more time and cost us more money.

   We would like to add the SIE file format as an alternative for export.

   For mor information
   https://en.wikipedia.org/wiki/SIE_(file_format)

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5. Show more love on Practice Manager API

   The Job returned by the XPM API v3.1 is not consistent, for example:
   01. Jobs - GET - Current -> contained <WebUrl>
   02. Jobs - GET - Staff ID -> does not have <WebUrl>

   Also, I find it a little puzzling, on how all other "Schedule Information" fields such as Start Date, Due Date, Partner, Manager, and even all Assigned Staffs are included in GET Current Jobs, but Priority is not..

   Could the Practice Manager API have a little bit more love from Xero? I really suspect that the XPM API is built by completely separate team, because even by looking at the Documentation, you can clearly see the amount of "love" Xero to it, compared to the other API such as Accounting and Payroll API

   The Job returned by the XPM API v3.1 is not consistent, for example:
   01. Jobs - GET - Current -> contained <WebUrl>
   02. Jobs - GET - Staff ID -> does not have <WebUrl>

   Also, I find it a little puzzling, on how all other "Schedule Information" fields such as Start Date, Due Date, Partner, Manager, and even all Assigned Staffs are included in GET Current Jobs, but Priority is not..

   Could the Practice Manager API have a little bit more love from Xero? I really suspect that the XPM API is built by completely separate team, because even by… more

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6. Remove validation to allow 0 value spend money transactions on bank account to move money between accounts

   Currently it's possible to add a 0 value transaction on a bank account using the web interface by clicking "New Transaction" selecting "spend money" then adding a positive sum to one account and a negative sum to another account.

   When attempting this with the API you get a validation error "The Total for this document must be greater than zero".

   This is a simple request to remove the additional validation on the API to allow this transaction to be added (like you can in the web interface).

   Something similar can be achieved with a manual journal, however these don't support multiple currencies which means this method can't be used.

   Currently it's possible to add a 0 value transaction on a bank account using the web interface by clicking "New Transaction" selecting "spend money" then adding a positive sum to one account and a negative sum to another account.

   When attempting this with the API you get a validation error "The Total for this document must be greater than zero".

   This is a simple request to remove the additional validation on the API to allow this transaction to be added (like you can in the web interface).

   Something similar can be achieved with a manual journal, however these don't support… more

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7. Update Prepayments and Overpayments via API

   We can currently create Prepayment Invoices using the Bank Transaction endpoint (all of this also post applies to Overpayment Invoices too). This returns a list of information about the created bank transactions including Prepayment (or Overpayment) IDs.

   The Invoice Number is autogenerated by Xero, and we're only able to change it using the UI.

   There are are Prepayment and Overpayment endpoints in the API, but these only allow us to GET one (or multiple) invoices, and PUT allocations for an invoice.

   It would be great to see either:

   1. A POST method on the Prepayment and Overpayment endpoints (this would allow us to map over the returned IDs from the Bank Transaction response and update the Invoice Number); or
   2. Have the ability to specify an Invoice Number when creating a Prepayment or Overpayment Invoice via the Bank Transaction endpoint (this may be the more efficient method, as it prevents incrementing the auto-number of the invoice)

   Most likely, the more generic POST endpoint for both Prepayment and Overpayment endpoints would be more appropriate to implement as it seems it would benefit a number of other users who have left feedback.

   Until then, our accounting team will be updating the invoice number manually for every Prepayment we create.

   We can currently create Prepayment Invoices using the Bank Transaction endpoint (all of this also post applies to Overpayment Invoices too). This returns a list of information about the created bank transactions including Prepayment (or Overpayment) IDs.

   The Invoice Number is autogenerated by Xero, and we're only able to change it using the UI.

   There are are Prepayment and Overpayment endpoints in the API, but these only allow us to GET one (or multiple) invoices, and PUT allocations for an invoice.

   It would be great to see either:

   1. A POST method on the Prepayment and Overpayment endpoints (this would allow… more
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8. Enhance API to include Invoice Created By information

   Created by is an important audit field and minimally allows the broader organization to know who to go to for questions...E.g. Think PM getting Invoice questions from customers and then needs to speak with whomever created the invoice to review.

   Additionally, this impacts many 3rd party integration tools such as Breadwinner that aim to surface Xero data into other systems. The better enabled integration partners are, the more successful Xero will be in growing with customers and entering larger companies.

   Enhancement / Use Case:
   Enable API to be able to include the name of the person creating an invoice via API (this can be text or reference, e.g. User.XeroUserId) to be set as the Invoice Created By field. Should be optional value, else default to integration user.
   It would also be useful to have a property for Options for matching user based on value sent (FirstandLastName, Email, XeroUserId)
   Included Created By info in retrieve API so that external systems can provide this info.
   Similarly include some options like CreatedBy.Name, CreatedBy.UserId, CreatedBy.EmailAddress that could be selected in field mapping per customers use case would be extremely valuable.

   Created by is an important audit field and minimally allows the broader organization to know who to go to for questions...E.g. Think PM getting Invoice questions from customers and then needs to speak with whomever created the invoice to review.

   Additionally, this impacts many 3rd party integration tools such as Breadwinner that aim to surface Xero data into other systems. The better enabled integration partners are, the more successful Xero will be in growing with customers and entering larger companies.

   Enhancement / Use Case:
   Enable API to be able to include the name of the person creating an invoice via… more

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9. Allow Prepayment Attachments to be Uploaded via the API

   It's currently not possible to add Attachments to a Prepayment via the API.

   It'd be nice if we could access this at "https://api.xero.com/api.xro/2.0/Prepayments/{Guid}/Attachments/{Filename}" to bring the functionality in line with the GUI.

   We currently have access to: Invoices, Receipts, Credit Notes, Repeating Invoices, Bank Transactions, Bank Transfers, Contacts, Accounts, Manual Journals, Purchase Orders, Quotes (https://developer.xero.com/documentation/api/accounting/attachments).

   Seems like the standard and infrastructure is already there, it would be nice to have this one soon, thanks!

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10. be an aggregator for bank transactions in New Zealand

    This is a challenge for SaaS financial apps in New Zealand, both for small business and personal finance. Since Xero already integrates with banks, it would be great to be able to procure transactions through you via a standardised API :-)

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11. Specify which account to import FreshBooks entries into

    The API sync with FreshBooks currently dumps my FreshBooks transactions into my checking account ledger irrespective of where those funds were actually deposited. This is a serious limitation that needs to be fixed promptly. Most businesses--even small ones--have more than one account. For interest maximization, all deposits at our firm, for example, go into a money market. As cash is needed in checking to cover outgoing money, it's transferred.

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12. Validate only option for POST and PUT

    Currently when you POST or PUT, Xero will either accept or reject each of the entries. Provide an option to POST or PUT data (Invoices) and have the results returned WITHOUT actually updating any data. That would allow an All or Nothing approach to batch data submission.

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13. Fix broken linq count() processing on anything that is pagged like journals. Count is defined as the nuber of records, and cannot be pagged.

    Fix linq count() to match stanadard, not massed up version..
    Count cannot be paged, this is very basic..

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14. Add more objects to Zapier

    You've already created an app on Zapier, well done. But the app is very limited (Invoices, etc). Please add more object types. If most of your object types were there, we could integrate much easier with Xero. And Xero's technical cred would increase dramatically if the ease of moving Journals, Payments, etc were simply creating new Zaps.

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15. Search Feature

    When searching sales or purchase invoices would it be possible to have a drop down box to select if All, Awaiting Payment, Paid etc instead of being in the tab first before selecting search.

    I dont know how many times I have entered the search item only to find I am in the wrong tab and have to reenter details in the correct tab very frustrating ... but still forget next time I search

    Would be much easier to select this option after search detail is made

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16. add an intercompany loan account

    I have a few clients who have a Group of companies, transactions between them are posted through an intercompany loan account, which needs to be reconciled. It would be great if transactions posted to that account appear in a linked company and a check is made to show that the loan accounts balance.

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17. Save Bank Statements in xero

    It would be great if there were somewhere within each of the Bank Accounts where we could upload/scan and store Bank Statements within xero as auditors need to see these regardless of whether we say that the account is reconciled.

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18. Include account number on customer invoice report

    Allowing the Customer Invoice Report to have an Account Number Field as more and more accountants use customer numbers rather than the customer name.

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19. Payments API HasAttachments

    Hi there,

    Currently, there is no way to determine via the API if a payment has an attachment. We are able to retrieve any attachments via using the BankTransactions endpoint (using the payment ID).

    For completeness, we need to be able to have the HasAttachment attribute accessible when returning a list of payments - the only way to do this currently is to retrieve the BankStatements/ID/Attachments endpoint for EVERY single payment - which is a pretty big use of resources.

    Alternatively (a breaking change) - can we either be able to retrieve Payments via the BankTransactions end point. Adding "HasAttachments" is probably easier.

    Thanks so much.

    Hi there,

    Currently, there is no way to determine via the API if a payment has an attachment. We are able to retrieve any attachments via using the BankTransactions endpoint (using the payment ID).

    For completeness, we need to be able to have the HasAttachment attribute accessible when returning a list of payments - the only way to do this currently is to retrieve the BankStatements/ID/Attachments endpoint for EVERY single payment - which is a pretty big use of resources.

    Alternatively (a breaking change) - can we either be able to retrieve Payments via the BankTransactions end point. Adding "HasAttachments"… more

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20. Emailing invoices should respect the organisational email settings

    There is a setting to set the reply email address, however sending an invoice via the api currently doesn't respect this setting, the emailed invoice will still have the user's email address even though the email settings specify a different email address

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