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Accounting API

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Accounting API

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52 results found

  1. Currently the field 'BrandingTheme' is only returned on a GET request. We would like to have this field customizable, so we can change the theme used based on info in our CRM

    12 votes

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    5 comments  ·  Contacts  ·  Admin →
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  2. Currently (Jan 2016, API 2.0) using the API to PUT a new contact fails when its email is in use by an existing contact - as would be expected.

    However, if the contact that has the duplicate is archived, the PUT will SUCCEED, returning a new contact ID and everything. However, the new contact will not actually be added. This can be done repeatedly, each time "generating" a new contact ID.

    Given this, there is no way to ensure that a given contact has been added via the API before attempting to, for example, create a new Invoice via the…

    1 vote

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  3. Optimise the collection process by having an automatic 'reminder' date (day/week) or a manual action to remind you to follow up outstanding account for payment. A calendar format to set action / follow update. Perhaps integrate with MS Outlook to include email attachments for follow up action.

    1 vote

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  4. At such a busy time of year, getting use to a new layout sucks!

    1 vote

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  5. Ability to create or edit additional 'custom' fields to use for notes, additional phone numbers, job descriptions, etc.

    114 votes

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    28 comments  ·  Contacts  ·  Admin →
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  6. Please include the Website URL in the API feed. Thanks.

    7 votes

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    5 comments  ·  Contacts  ·  Admin →
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  7. I would love to see the payments made against a supplier in the contacts.
    ie: date of payment and amount. Then be able to drill down and see what invoices were paid. As it is you can see invoices and that they have been paid but not dates of payment or amount paid unless you drill down into invoice and then drill into payment.

    1 vote

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  8. 1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  9. The addition of reporting a contact's balances was a great addition, however I feel the response structure should be consistent, regardless of balances. Where any balances are $0, this should be reported as $0, instead of being removed. By removing the key, we are left only being able to test for the absence of data, which creates an assumptive logic.

    I understand that removing keys for null values might be part of your api design (ie no email address entered doesn't return an empty <EmailAddress>, but technically, a customer always has a balance so there for the Balances data should…

    9 votes

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  10. Names containing accented characters, eg: Nuñez, are rejected when uploading a new Contact.

    13 votes

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  11. Would enable the measurement of new business. e.g. number of new customers since the start of the year and their $ value.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  12. Xero could export contacts via LDAP for integration with VOIP caller ID, email addressbooks and access control systems.

    2 votes

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