541 results found

1. External Id fields on Contacts, Invoices and Purchase Orders (or URLs for all)

   I have spent the past couple of weeks building a pretty hefty integration for a client to integrate their Salesforce platform with Xero.

   I have now hit an issue as the client wants to specify a String field to be pushed as the reference... This was not an issue with the Invoices as we used the URL field to define what Salesforce record needs to be updated form the API response.

   This would be a very good thing for developers to have a specific "External Id" field so clients can do what they like and we have one for ourselves!

   Other than that the URL hack worked quite well, but we cannot use this on Purchase Orders as the table does not have a URL field in it!

   I have spent the past couple of weeks building a pretty hefty integration for a client to integrate their Salesforce platform with Xero.

   I have now hit an issue as the client wants to specify a String field to be pushed as the reference... This was not an issue with the Invoices as we used the URL field to define what Salesforce record needs to be updated form the API response.

   This would be a very good thing for developers to have a specific "External Id" field so clients can do what they like and we have one for ourselves!

   … more

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2. Expose project costs via the API

   For a project ID, I'd like to get a list of associated cost/expense/time entries.

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3. provide transactional support

   Allow for batch create/update/delete operations to multiple API endpoints within a single transaction.

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   Public API PM responded

   
   

4. Be able to specify the company required at login

   We are operating with multiple companies within a single Xero account. It would be more secure if we could pre-select a company rather than leaving it to the user to select one after they have logged on.
   In PHP we call
   $XeroOAuth->request('GET', $XeroOAuth->url('RequestToken', ''), $params);

   i.e. Can we include the company in the $params?

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5. Provide API to retrieve Customer Invoice Reports

   We'd like the ability to retrieve customer reports (as data and in PDF format). We could attempt to re-assemble the reports ourselves but for consistency we'd like to be able to retrieve them directly from Xero.

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6. Send Purchase Order Email to Suppliers via API

   Software I'm making for a client can create purchase orders, which is great - but it's unable to send it to clients, which it really needs to be able to do.

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7. Trigger e-Invoice via API

   We create invoices in Xero using Custom Connector for a number of customers, depending on customer requirements after creating the invoice we either trigger the email of the invoice (as per https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice) or bring a copy of the invoice PDF back to the customers other system for sending from there.

   Now that e-Invoicing has been introduced in NZ our customers want to start sending invoices as eInvoices but this can't be achieved via the API currently.

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8. use Contacts' tax details on invoices

   This almost seems to be a bug, since the Xero web interface works differently than the API.

   In the "Tax" section for a Contact, the help message states: "Each account you code an invoice to will have a default rate as specified in the Chart of Accounts but if you have specified a rate for the Contact here, this rate will override the default rate from the Chart of Accounts."

   This works when adding an invoice using the web interface, but adding an invoice using the API results in the wrong tax type and wrong calculated total.

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9. Ability to charge a merchant fee surcharge for payment via Eway

   I would like to be able to add an additional 1.5% surcharge when people pay via credit card (eway)

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10. eWAY as Xero Bank Feed
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11. deposit

    Create Batch Deposits -
    https://help.xero.com/au/BatchDepositCreate
    Does the API support this specific function? Is there a functional issue as to why this is not supported, or just never requested/not enough votes??
    Apologies if it is supported - I could not find it anywhere on developer pages etc.
    THANKS

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12. Pass the PDF attachments when sending an invoice through the Xero to Xero network

    Currently when you send an invoice via the Xero to Xero network it does not pass a PDF copy of the invoice as an attachment.
    You have to download and re upload the PDF which takes away from teh benefits of sending through the Xero to Xero network

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13. Allow Custom URL Schemes

    Currently the URL elements of various Xero resources appear to reject URLs that do not fit the http or https scheme. It would be very helpful if this barrier was removed.

    Both OS X and iOS are seeing an explosion of applications that implement custom URL schemes as a way to hook or callback. https://developer.apple.com/library/ios/documentation/iPhone/Conceptual/iPhoneOSProgrammingGuide/Inter-AppCommunication/Inter-AppCommunication.html

    My personal use case is a custom built warehouse management system. Our established application is hosted on premises, with client runtimes on OS X and iOS. We're integrating as a private app to Xero and will be pushing in contacts, payables and sales. All of these will retain supporting detail in our existing system. Allowing a URL to our custom scheme could give Xero interfaces 1-click navigation back into corresponding records in our system.

    Currently the URL elements of various Xero resources appear to reject URLs that do not fit the http or https scheme. It would be very helpful if this barrier was removed.

    Both OS X and iOS are seeing an explosion of applications that implement custom URL schemes as a way to hook or callback. https://developer.apple.com/library/ios/documentation/iPhone/Conceptual/iPhoneOSProgrammingGuide/Inter-AppCommunication/Inter-AppCommunication.html

    My personal use case is a custom built warehouse management system. Our established application is hosted on premises, with client runtimes on OS X and iOS. We're integrating as a private app to Xero and will be pushing in contacts, payables and sales. All of… more

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14. Allow Invoice only users to use the API

    As seen on this link: https://developer.xero.com/faq/permissions#user-permissions , currently only standard users can use the API, however, this makes no sense for my use case, and this is probably the same for other people.

    Right now I'm trying to build an app that will automatically create invoices and email them to the contacts, however, I do not want to connect a standard full user to my application, as the returned access token will have full access to all my banking account statements whereas all I need I to create a Sales Invoice, which could be done with a "Sales Invoice only" user that does not have unrestricted access to all my data.

    As seen on this link: https://developer.xero.com/faq/permissions#user-permissions , currently only standard users can use the API, however, this makes no sense for my use case, and this is probably the same for other people.

    Right now I'm trying to build an app that will automatically create invoices and email them to the contacts, however, I do not want to connect a standard full user to my application, as the returned access token will have full access to all my banking account statements whereas all I need I to create a Sales Invoice, which could be done with a "Sales Invoice only"… more

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15. Ability to configure the email (to, subject & message) when creating repeating invoices via the API

    It's great to see that creating and deleting repeating invoices is now available in the API. However, there was one crucial thing that was missed: There is no ability to create/define the EMAIL MESSAGE that gets sent with the repeating invoice.

    The documentation mentions “You can use the API to trigger the email of an approved repeating sales invoice out of Xero by setting the ApprovedForSending to true and the status to AUTHORISED.”

    The API has the fields SendCopy, MarkAsSent and IncludePDF, but there is no ability to define the actual content of the email.

    This has somehow been missed.

    In addition, there is no “edit” function via the API, so to edit a repeating invoice via the API we need to delete the current one and create a new one.

    If we do this, we need to be able to firstly retrieve the current email configuration (to, subject & message) and then post it back.

    So the following fields need to be added to both GET and POST methods.
    1. To (This is not always the same as the company default email set at the “contact” level. And sometimes we have inserted multiple addresses in there. So we need to be able to retrieve this field and post it back for the email).
    2. Subject
    3. Message

    Once these fields are available, we'll be able to use the new API functionality to allow our app users to adjust repeating invoices, plus creating new ones, plus export from one Xero account and import into another. This will be great, but isn't yet workable until we can also define the email that will be sent with the repeating invoice.

    It's great to see that creating and deleting repeating invoices is now available in the API. However, there was one crucial thing that was missed: There is no ability to create/define the EMAIL MESSAGE that gets sent with the repeating invoice.

    The documentation mentions “You can use the API to trigger the email of an approved repeating sales invoice out of Xero by setting the ApprovedForSending to true and the status to AUTHORISED.”

    The API has the fields SendCopy, MarkAsSent and IncludePDF, but there is no ability to define the actual content of the email.

    This has somehow been missed.

    … more

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16. Provide a start and end date for budgets in the "Get Budgets" operation

    We are currently implementing a feature where we bring in divisional budgets.

    The companies we import into our product have data for a specific date range and we wish to filter out budgets for selection that do not have a date range that overlaps with the rest of the company data.

    Without the ability to do this our users will have to pick from any budget that is filtered by a tracking category option and if they choose one that doesn't overlap we will have to either

    • not connect the invalid budget in the first place and provide feedback as to why instead of preventing it in the first place

    or

    • connect the invalid budget, have the budget data come in as 0's or nulls for the companys financial range and also provide feedback in some way to explain why.

    We are currently implementing a feature where we bring in divisional budgets.

    The companies we import into our product have data for a specific date range and we wish to filter out budgets for selection that do not have a date range that overlaps with the rest of the company data.

    Without the ability to do this our users will have to pick from any budget that is filtered by a tracking category option and if they choose one that doesn't overlap we will have to either

    • not connect the invalid budget in the first place and provide feedback as… more
    9 votes

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17. set "Offer auto pay" via the API

    When creating a repeating invoice via the API and setting "Approve for Sending" is it possible to send in a flag to also set "Offer Auto Pay" (stripe in our case) or at least have it turned on in the payment settings section?

    see this Stack Overflow post for more details
    https://stackoverflow.com/questions/76440037/set-auto-pay-for-online-payments-on-repeating-invoices

    9 votes

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18. Add a "Retry now" button to force webhooks in "Retry" status

    If the webhook listener goes offline, the webhook server will try to send the data with increasing delays up to 24 hours where it will stop.

    The issue is that if our listener crashes during an extended period of time, we might have to wait for an extra long period of time before it is retried.

    Adding a "Retry now" button would allow devs/admins to restore the webhook to their "OK" status much earlier (ie. as soon as the listener has been fixed).

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19. Insert invoice lines via the API

    Currently you can do this only by resupplying ALL current invoice lines along with the new line. There is a concurrency issue here between when the invoice was read via the API and resupplied to the API for the update. Can you make it so we only have to supply the new invoice line to the API and it be added to the invoice?

    8 votes

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20. new Bin Location field for Tracked Items will assist Warehousing and Inventory Management

    it would be useful to have a field which can be used to specify the warehouse location of the item needed for pick and packing

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    2 comments  ·  Items / Inventory  ·  Delete…  ·  Admin →
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