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Accounting API

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130 results found

  1. 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.

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  2. 3 votes

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  3. 1 vote

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  4. If a customer wants to settle more than one invoice they have to view individual invoices and enter payment details each time - this method is onerous for customers.

    It is preferable to send a statement and allow the customer to "pay now" on the statement balance due - In effect bulk settling invoices.

    1 vote

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  5. 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.

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  6. 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.

    15 votes

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    1 comment  ·  Invoices  ·  Admin →
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  7. Good Day All,

       Upon importing the default field "Email Address" or [EmailAddress] this field can only accept one and only one email address.  
       After the invoice has gone thru approval you have a To field when you select the 'Email' Buttion.  The sub field to this one is [ContactEmail] but when i added that to my CSV to be imported it was Ignored.  
    

    Please Add [ContactEmail] to the import so after it is approved the billing manager doesn't need to add a "; [extra email address]" to every statement that it is needed for notification.

    Secondly, Xero has a field…

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  8. Allow for WET to be calculated on invoices in the same way GST is currently calculated

    1 vote

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  9. I really need a space to enter in a job address for invoices as each invoice is allocated to a specific job.

    1 vote

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  10. Send an automatic reminder notice after, either, 7 days, 14 days, and/or 21 days once the invoice gets overdue. We should have the facility to choose number of reminder notices. Have the facility to generate reminder notice report.

    We sent several invoices everyday and it is hard for us to remember to send a notice to clear their overdue payments

    My client needed this system in xero and he was depressed when he heard that it's not yet developed in xero.

    22 votes

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    0 comments  ·  Invoices  ·  Admin →
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    Good news! Work is almost complete for invoice reminders in Xero so look out for it in the app very soon.

    I’m closing this particular suggestion as it seems to relate to Xero in general rather than the Xero API. General Xero suggestions are best placed here https://community.xero.com/business/discussion/50961/

    If anyone voting for this issue has any API specific suggestions for invoice reminders then please feel free to post it as a new idea.

    Regards,
    Adam

  11. Simple thing, just give option for copying/bcc'ing others, especially for clients who specify that you do this.

    10 votes

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    1 comment  ·  Invoices  ·  Admin →
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  12. GET CreditNotes has the InvoiceNumber field but not the ContactNumber field. It would be quite nice to have both.

    3 votes

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  13. I have clients who, when they bill their clients, are required to submit spreadsheets, copies of documents etc WITH their invoice - many state and government jobs require this. It would be great if it could be done within Xero rather than go out to the "normal" email to send both the Xero invoice and the attached documents.

    1 vote

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  14. Added to wrong section, moving here to Invoices.

    I'd like to generate draft Bills for my subcontractors via xero api, and let them review and submit the invoice. If the User element is exposed like it is in expense claims, then the invoices will be available to the users that it is attached to, and have the draft invoice role.

    4 votes

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  15. 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?

    5 votes

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    1 comment  ·  Invoices  ·  Admin →
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  16. Would like the ability to set the reference field on payable invoices. This is available on sales invoices but not on payables

    3 votes

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  17. It would be cool if we could push invoices to the in.xero.com portal from other 3rd party applications, then users could import them seamlessly into their accounts.

    1 vote

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  18. 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.

    5 votes

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  19. For customers who's payment gateway settles the days total takings into your bank account in one lump sum at the end of the day, making single payment against single invoices via API is no good. It would be great to be able to recieve a payment to a bank account and split that payment to be applied against multiple invoices.

    25 votes

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    4 comments  ·  Invoices  ·  Admin →
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    There seem to be a few different requirements here, I want to see what we can do to help:
    - We have prepared a guide on an easy way to handle payments where you have multiple invoices, but one lump some payment from a payment processor into your bank: http://blog.xero.com/developer/handling-payment-processor-receipts-in-xero/

    - Another solution would be for users of the API be able to create a bank feed themselves from a payment service. You can vote for this API feature request here: http://xero.uservoice.com/forums/5528-xero-api/suggestions/340274-import-bank-statement-lines-via-the-api

    There are other questions that point more towards Xero feature requests rather than API functionality. I recommend you request these in our community forum: https://community.xero.com/business/topic/23/

    I will close out this request and we can continue the conversation in the links above.

  20. My client requires invoices and credits too be synchronised between our software and Xero.

    This includes having invoices deleted and credits voided before they reach Xero.

    I would like to create deleted invoices and voided credits first time rather then having to create drafts and then delete/void them in a seperate operation.

    You shouldn't be able to do this via the Xero user interface but I should be able to do this via the API.

    1 vote

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    The Xero API must follow the same application logic as the main application. It is for this reason we must decline this request, but we are committed to exposing more functionality via the API such as the ability to void invoices and credit notes via the API once they are created.

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