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Accounting API

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103 results found

  1. 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…

    15 votes

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    13 comments  ·  Invoices  ·  Admin →
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  2. 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.

    18 votes

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    9 comments  ·  Invoices  ·  Admin →
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  3. Hi I want to create on extra filed on Invoice and want to access that extra custom field should api and want to get and set that value of custom field using api.

    Waiting for your reply thank in advance.

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  4. I assign a purchase to a customer. I then go to invoices and add that purchase. at the end of the month my boss goes through the draft invoices and deletes some assigned purchases off the invoices. The deleted purchase stay under that customer which becomes annoying. right now I have to go to the purchase, edit it and unassign it. seems like a long process.
    from the dropbox above the description box in the invoice I would like to be able to have a choice to unassign customer, so that purchase no longer shows.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  5. 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.

    14 votes

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    2 comments  ·  Invoices  ·  Admin →
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  6. Each business is different and requires different information and fields. = it would be great to be able to customise or add fields.

    currently you can from the purchases to assign expense to customer - Give a Reverse for this option and put this to a sale screen and assign expenses - This would help eliminate double entry as we enter sales before purchases.

    Let us customize to suit our businesses!!

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  7. Can you rewrite logic about ValidationException handling?
    For example, if several invoices will be posted to Xero and one cause validation error, no way to understand which invoice caused the error.

    Xero.Api.Infrastructure.Http.XeroHttpClient -> HandleErrors:

    var data = JsonMapper.From<ApiException>(response.Body);

    Here error response provides detailed information about who and why caused the errors.
    But during deserialization it just takes all validation messages and saves them to array without any other really important information.

    6 votes

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    2 comments  ·  Invoices  ·  Admin →
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  8. Hi there,

    At most when I am doing a GET for Invoice details; the payment details that come across do not have the AccountID

    This is the maximum amount of information I am ever getting from a Payment on an Invoice

    PaymentID => 22974891-3689-4694-9ee7-fd2ba917af55
    Date => 2017-10-18T00:00:00
    Amount => 148.50
    Reference => Chq 409

    But if I do a Get on the Payment ID I can grab the full details;

    Can we get the AccountID to appear within the Payments array of a GET Invoice request?

    Thanks

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  9. 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

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  10. 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

    6 votes

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    1 comment  ·  Invoices  ·  Admin →
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  11. 15 votes

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    4 comments  ·  Invoices  ·  Admin →
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  12. Include as part of the Invoice api, a reminders node listing the date/s reminders have been sent, rather than expanding the separate InvoiceReminders request.

    1 vote

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  13. 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.

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  14. When requesting a list of Purchase Orders the <Contact><ContactNumber> field is included in the response but this is missing when requesting individual Purchase Orders. Please fix this.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  15. Can we customise the Remittance Advise so that we can add company logo and other items as needed.

    Thank you

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  16. 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.

    3 votes

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    2 comments  ·  Invoices  ·  Admin →
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  17. 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…

    27 votes

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    1 comment  ·  Invoices  ·  Admin →
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  18. This feature requests really applies to Bill entry. Is it possible to include a feature where there is an option to re-enter a new bill to the same supplier and where the date previously entered will automatically repeat? This would make data entry quite a bit quicker.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  19. 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…

    20 votes

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    6 comments  ·  Invoices  ·  Admin →
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  20. 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

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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