Accounting API
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92 results found
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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.
51 votes -
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…
31 votes -
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 network9 votes -
Be able to pick which email address to send an invoice to.
Whilst you are able to have multiple email address when sending out an invoice, you have to manually delete the one's you do not wish for it to go to. There should be a drop down box with the emails for that contact to pick from.
1 vote -
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
5 votes -
Technician/Service Person link to invoice
We are a service based company and we often have recurring visits per month for each client. Would it be possible to add the name of the service person or technician against each line entry?
Both the client and the business have a record of who made the sale or provided the service.1 vote -
Create a purchase order for a customer from the customer's order
In MYOB you can change a quote to a customer purchase order.
When the order is created, you can click onto a tab in that order to create a supplier purchase order. That way the details of the customer appears on the supplier's PO. This is great for reference and tracking purposes.1 vote -
Append Invoice Lines to large Invoices
Invoices with more than 60 lines will not POST to xero. The request is to large. It would be nice to load the invoice with 30 lines then append 30 more.
1 vote -
Allow support for html content in the line items description via API.
When invoices are sent to XERO from ProWorkflow, the html characters are showing on the invoices as tags rather than getting rendered properly. Some of our customers who use ProWorkflow and XERO heavily also use the html content in their line item descriptions which obviously causes issues for them as the invoice doesn?t look the same anymore.
I was wondering whether you guys had any thoughts or plans on how we can send html content in the line items over to XERO without stripping all the html characters and get them displayed properly in XERO?
11 votes -
Be able to opt-out of invoice contact summaries
For example, creating invoice payments return invoice contact summaries in responses.
If contact details are required on the client side the result is a subsequent API call to retrieve them.
In this case the overhead of the subsequent call is greater than the cost of returning the information in the invoice payment response. This issue is compounded due to Xero API's rate limiting on requests.
An optional parameter 'enableSummaries=false' would be nice.
I understand that for cases like retrieving multiple invoices that summaries are useful but for single result responses, such as invoice payments the current functionality seems inconsistent. The…
1 vote -
Send invoices to other accounting systems via their APIs
You can already do a Xero to Xero invoice. I would like to link in to other on-line invoice aggregator services via their API and send an invoice to them electronically. I have a couple of multi national clients who refuse to accept invoices that are emailed with PDF attachments. They want me to use their invoice aggregator which either costs me money (if I integrate using their API) or time if I log on to their portal and manually enter each invoice (yeah right!).
4 votes -
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
Sanjay12 votes -
Return RepeatingInvoiceID with Invoice GET
The Xero website notifies you when you are viewing an Invoice that was created by a RepeatingInvoice. There doesn't appear to be a way to get that information from the API.
4 votes -
<CurrencyCode> in invoices endpoint is ignoring lower case currency code
When I send "<CurrencyCode>usd</CurrencyCode>" to a CAD base ledger (with USD as a valid currency) the invoice currency becomes CAD. But if I change it to "<CurrencyCode>USD</CurrencyCode>" then it works fine. (data is coming from Stripe, which uses lower case).
Xero should always capitalize the currency code.
1 vote -
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 -
Allow setting Expected Payment Date on modified invoices
The only way of modifying the Expected Payment Date via the API right now is to remove every payment first, then update the date and reapply the payments. We have customers paying via installments (of up to 30 payments) and it would seem a lot more logical to allow changing the Expected Payment Date.
The reason why the Expected Payment Date is important to us is that we use it for cashflow forecasting.
4 votes -
9 votes
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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…
74 votes -
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…47 votes -
Add SagePay to invoice payment gateway, they are one of the most popular in the UK.
Sagepay is one of the most popular payment gateways used in the UK, it would be a huge benefit to add sagepay as an invoice payment method option in xero.
4 votes
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