88 results found

1. Get the list of projects and invoices / bills lines attached

   Currently, it is not possible to get the list of invoices / bills lines attached to a project. Neither via a report nor via API.

   It's only possible to get the list of invoices for a particular project in the GUI and we are not even able to get an extract of that info.

   We are using other operational systems and need to use this info. Plus, we would like to point out all invoices where there is no project attached and this is currently impossible.

   That would be awesome if we could extract this via API.

   Thank you

   125 votes

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   4 comments  ·  Invoices  ·  Delete…  ·  Admin →
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2. Invoice Email PDF Attachment

   Currently you cannot send the PDF version of the invoice as an attachment to the invoice via the API.

   105 votes

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3. Emailing an invoice - Select Template

   Allow selection of email template from the API when emailing an invoice.

   POST https://api.xero.com/api.xro/2.0/Invoices/aa682059-c8ec-44b9-bc7f-344c94e1ffae/Email
   Body:
   {"Template": "3d4a46af-bb29-481a-85e1-37f59f0724d6"}

   82 votes

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4. Expose Check Number(s) to API

   Today, we use another system for writting checks and we need to add the check information to Xero.

   The API allows us to create an invoice for the check and then upload the invoice. However, the API does not allow us to associate a bank account and then check number with the payment of the invoice.

   I know that there is some reason that this the case. There could be an instance where a user tries to associate a previously used check number to the invoice payment. If Xero were to throw a blanket error (eg, "Some of the transactions in this API call use a check number that has already been used and so none of the transactions have been imported.")

   Exposing the check number and then handling errors would be of great benefit for us.

   Today, we use another system for writting checks and we need to add the check information to Xero.

   The API allows us to create an invoice for the check and then upload the invoice. However, the API does not allow us to associate a bank account and then check number with the payment of the invoice.

   I know that there is some reason that this the case. There could be an instance where a user tries to associate a previously used check number to the invoice payment. If Xero were to throw a blanket error (eg, "Some of the transactions… more

   74 votes

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5. Add Total Record Count to GET Request Responses

   It would be useful to have a total record count in the response when executing GET requests against the Xero Accounting API, especially in those instances where paging is being used.

   For example, a GET request for Invoices could return:
   {
   "Id": "xxx",
   "Status": "OK",
   "TotalRecords": 6721,
   "Invoices": [
   ....
   ]
   }

   The use case for this is if I have an application that wants to display invoices to the user (without data replicating into the app), I'd like to display those in a paginated list. But there's no way for the app to know how many pages of Xero invoices there are without querying all invoices and determining how many pages there are, or doing a call without pagination and getting a count that way (but takes a long time if there's a lot of records).

   Seems a bit inefficient. A simple total record count for every GET request would be very useful to do proper pagination outside of Xero.

   It would be useful to have a total record count in the response when executing GET requests against the Xero Accounting API, especially in those instances where paging is being used.

   For example, a GET request for Invoices could return:
   {
   "Id": "xxx",
   "Status": "OK",
   "TotalRecords": 6721,
   "Invoices": [
   ....
   ]
   }

   The use case for this is if I have an application that wants to display invoices to the user (without data replicating into the app), I'd like to display those in a paginated list. But there's no way for the app to know how many pages of Xero… more

   68 votes

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6. Link Projects to Invoice Line Items

   Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.

   This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.

   Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for invoices and invoice items that are generated outside of Xero using the API.

   Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.

   This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.

   Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for invoices and invoice items that are generated outside of Xero… more

   63 votes

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7. Attach pdf invoice when emailing invoice via API

   There is currently no way to attach the invoice PDF to emails when emailing from the API. We've had to resort to sending the link in the template used to email our customers. However, our customers prefer having an attachment instead of going to a link to download it.

   50 votes

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   14 comments  ·  Invoices  ·  Delete…  ·  Admin →
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8. Be able to email attachments on invoices

   When I send invoices to customers I have to attach the correlating support data to the invoice. At the moment I can attach the support data but I can't email it out from Xero. I therefore have to download each invoice and then manually generate an email from my email system for each customer in order to attach the data and invoice in a single email... a laborious process at the start of each month!
   
   Life would be so much better if I could email attachments along with the invoice directly from Xero. This functionality is literally the only thing I miss from my old system... Xero is far superior but falls down in this key aspect.

   When I send invoices to customers I have to attach the correlating support data to the invoice. At the moment I can attach the support data but I can't email it out from Xero. I therefore have to download each invoice and then manually generate an email from my email system for each customer in order to attach the data and invoice in a single email... a laborious process at the start of each month!
   
   Life would be so much better if I could email attachments along with the invoice directly from Xero. This functionality is literally the only thing… more

   47 votes

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9. Expose more invoice reminder settings

   The only invoice reminder setting exposed via the API is whether reminders are enabled for the organisation.

   This request is to expose more invoice reminder settings (e.g. rules, templates). Please let us know in the comments which settings you'd like exposed and whether you'd like to update them as well as retrieve them.

   44 votes

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10. Ability to send a sales invoice from Xero to Xero via API

    To be clear this is about sending invoices to a contact via their Xero network key: https://help.xero.com/uk/SalesInvoiceX2X.

    This is distinct from sending invoices via email: http://xero.uservoice.com/forums/5528-xero-core-api/suggestions/1930769-be-able-to-email-approved-invoices-via-the-api

    35 votes

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11. Posting receipt of payments on Invoices or downloading of receipt pdf of the payment

    On XERO online portal, when we add a payment we can send a receipt to customers email. Similar way can we have this feature via api. Either by posting receipt on payment acceptance or download receipt pdf of payment. This is something must have feature.

    34 votes

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12. Apply Branding Theme by name

    Currently only way to add a Branding Theme to an invoice via API is by specifying the BrandingThemeID parameter.
    This is rather impractical as BrandingThemeID has to be unique across all of Xero, so if you hardcode the ID for your real Xero organization, when you go to try something with your demo organization, this will fail as ID is not the same, even if the name is.

    On the other had Xero already forces you to have unique names for your branding themes, but these are supposedly only unique within your organization, so you could have a Branding Theme with same name in your real organization and your demo organization.

    My proposal is to allow me to specify a Branding Theme I want to apply to an invoice either by ID or Name, as both should be unique enough so there is no confusion which theme should be applied. This would make working with the API a lot easier.

    Another reason is that Xero doesn't expose the ID of the theme anywhere in the UI, making it rather difficult to get someone to tell you what their theme ID is, as they simply have no clue. They only see the name.
    There are workarounds for this issue, but this would also be much simpler if we could just specify the theme by name in the API.

    Currently only way to add a Branding Theme to an invoice via API is by specifying the BrandingThemeID parameter.
    This is rather impractical as BrandingThemeID has to be unique across all of Xero, so if you hardcode the ID for your real Xero organization, when you go to try something with your demo organization, this will fail as ID is not the same, even if the name is.

    On the other had Xero already forces you to have unique names for your branding themes, but these are supposedly only unique within your organization, so you could have a Branding Theme… more

    31 votes

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13. Add page size/limit to paging GET requests

    It would be useful to be able to specify the page size when executing paging requests for the various API GET resources. Currently, the page size is 100, but can't be changed. The issue is that 100 records can still be a long callout if that includes related information.

    Being able to do something like:
    /Invoices?page=1&pageSize=50

    Or similar would be handy!

    28 votes

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14. Expose whether invoice reminders are enabled for a particular invoice

    This request is to expose a boolean value to determine whether invoice reminders are enabled for a particular invoice.

    Please let us know in the comments if you'd like to update this value as well as retrieve it.

    28 votes

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15. Apply same invoice due date logic like in the UI

    When creating invoices via Xero UI, contact and organization default due date rules are applied, which is great!
    But when creating invoices via API, due date field is left blank unless it's explicitly set in the API request. All this nice logic of applying contact and organization due date, in that order, is skipped for API created invoices, resulting in a rather inconsistent UX for end users.

    And to "use" that feature of Xero, each API application would need to reimplement same logic that Xero UI already has.

    I think keeping parity between UI and API would be very good to do here, so Xero users that rely on that feature for manually entered invoices can enjoy the same benefits when their invoices are imported via API, by any add-ons they use.

    When creating invoices via Xero UI, contact and organization default due date rules are applied, which is great!
    But when creating invoices via API, due date field is left blank unless it's explicitly set in the API request. All this nice logic of applying contact and organization due date, in that order, is skipped for API created invoices, resulting in a rather inconsistent UX for end users.

    And to "use" that feature of Xero, each API application would need to reimplement same logic that Xero UI already has.

    I think keeping parity between UI and API would be very good… more

    26 votes

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16. Send <Payments> together with <Invoice>

    We invoice just upon payment, so it would be nice to be able to send <Payments> together with <Invoice>, when creating it, so we don't need to do two separate calls for it.

    24 votes

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17. Enable copying of purchase orders to bills

    Currently the Xero UI allows users to copy a purchase order to a bill which is useful for tracking an order through to payment. This functionality however is not present in the API. The API also does not provide any reference between a bill created in this way and the original PO, so it is impossible to determine whether or not a Bill was created in this way.

    I propose that the API enables a few things:

    • Provide the bill/invoice/purchase order ID with the original purchase order. This ID would be the newly created records ID and allows us to know where a purchase order was copied
    • Provide the original purchase order ID in the newly created record so we know which purchase order was copied
    • Allow purchase orders to be copied. This could be done very simply by adding a purchase order ID property to the creation of a bill/invoice/purchase order.

    This is crucial for us to implement a feature we're working on. The only way around this is either to force the users to perform the action within Xero directly, or have them void a purchase order a create a new bill. Neither solution is suitable, as they either completely lose the trail of the purchase, or they have a poor user experience and we then have no way of correctly tracking the data which causes issues on our end

    Currently the Xero UI allows users to copy a purchase order to a bill which is useful for tracking an order through to payment. This functionality however is not present in the API. The API also does not provide any reference between a bill created in this way and the original PO, so it is impossible to determine whether or not a Bill was created in this way.

    I propose that the API enables a few things:

    • Provide the bill/invoice/purchase order ID with the original purchase order. This ID would be the newly created records ID and allows us to… more
    19 votes

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18. allow ItemID to be specified when adding line items

    It seems to be possible to supply the ItemCode but not the ItemID. I guess the ID is unique for each item? It would be really great in my opinion if the API could be consistent and the ID field was always used to specify a join whenever you are creating or updating anything.

    Consider the following use case:

    A web app with integrations to xero to do all of the invoicing, and inventory price management. Contacts (users), orders (invoices) and products (items) are stored in the app, but also created in xero. The app then stores the xero id for each one and uses this when it makes calls to the xero api. When a user (contact) creates an order (invoice) it builds up an xml request with the invoice data, contact id and line items containing item ids and posts it to xero.

    I understand it would be possible for the app to just store the ItemCode instead for products. However, if someone working with xero was to change one of the item codes then it would break the entire integration.

    It would also make things a bit predictable if specifying an ID always just worked™ for relations in any of the API requests.

    It seems to be possible to supply the ItemCode but not the ItemID. I guess the ID is unique for each item? It would be really great in my opinion if the API could be consistent and the ID field was always used to specify a join whenever you are creating or updating anything.

    Consider the following use case:

    A web app with integrations to xero to do all of the invoicing, and inventory price management. Contacts (users), orders (invoices) and products (items) are stored in the app, but also created in xero. The app then stores the xero id… more

    17 votes

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19. Update Repeating invoices via the API

    It's great that we can create and delete repeating invoices via the API, but we also need the ability to update them, especially options such as ApprovedForSending, Next Invoice Date, and Due Date.

    16 votes

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20. Add total discount on invoice

    My client need to add total discount on entire invoice rather than giving discount on each item.
    This would be great if we have such option.
    Thanks
    Sanjay

    14 votes

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