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Accounting API

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51 results found

  1. be able to retrieve account transactions via the api.

    Provide an API to retrieve the transactions of an account. (e.g. something like this Profit & Loss report-> click on the YTD value of an account)

    More discussion in the thread https://community.xero.com/developer/discussion/326819/

    1,226 votes
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    72 comments  ·  Reports  ·  Admin →
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  2. Simpler BAS via Xero API

    225 votes
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    70 comments  ·  Reports  ·  Admin →
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  3. Be able to GET the cash summary report via the API

    195 votes
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    not planned  ·  13 comments  ·  Reports  ·  Admin →
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  4. Add a report - AgedPayables List - Balance @ Date . Same for AgedReceivables.

    To validate back against the balance sheet.

    69 votes
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    5 comments  ·  Reports  ·  Admin →
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  5. API access to General Ledger report

    Please add the GL report to the API Reports list

    66 votes
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    0 comments  ·  Reports  ·  Admin →
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  6. Please update your Reporting APIs w/ option to get V2 [new] Balance Sheet and Profit & Loss including the default custom layout.

    Please update your Reporting APIs w/ an option to get V2 [new] Balance Sheet and Profit & Loss including the default custom layout.

    It is extremely frustrating that the report that comes from the API often in no way resembles the report that the Xero end-user actually uses via the UI, to the point that they don't even recognize it. They invested a lot of time making a custom layout with groups, rules, etc and the result is a pretty fantastic presentation of their financials, but all that work just gets thrown out when a 3rd party application collects the…

    65 votes
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    3 comments  ·  Reports  ·  Admin →
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  7. Give the API the ability to provide the minimum of every report that Xero has

    I have found an awesome tool by Quick Win Development (http://www.quickwindevelopment.com/) that allows us to extract data via the API straight into Excel.

    Because 80% plus of the reports I ever generate in Xero are exported directly to Excel, please can Xero build into the API the ability to replicate every report currently supplied by Xero, as a bare minimum seeing as though the Reports are diabolical compared to other accounting systems. Particularly for me the P&L by month for a start/end date period.

    Thanks
    Murray

    51 votes
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    1 comment  ·  Reports  ·  Admin →
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  8. Expose Inventory Items Summary report

    Currently the Inventory Items Summary report is not exposed yet via Xero API. Please vote so we can keep track the demand for it.

    46 votes
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    6 comments  ·  Reports  ·  Admin →
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  9. Include statementLineID in Bank Statement report

    In lieu of a Bank Statement endpoint, including the statementLineID in Bank Statement report would be really helpful

    We present a view of the Xero bank statement and show the bank account balance in some of our reports. It's difficult to reliably keep the bank statement in sync without some kind of unique ID on the statement line.

    46 votes
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    4 comments  ·  Reports  ·  Admin →
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  10. Create API to get VAT return

    I would like to see how much has been calculated to 'pay to customs' for the current period. The same value seen in the current VAT report.

    31 votes
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    1 comment  ·  Reports  ·  Admin →
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  11. Expose internal unique identifiers in the API when retrieving reports

    Because we currently extract accounts through reports, we don't get the internal unique identifier and have to match on number and name. If the user re-names or re-numbers an account in Xero (and this is likely to happen to other entities) we lose the connection to the account stored in our system and the user potentially loses data.

    31 votes
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    1 comment  ·  Reports  ·  Admin →
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  12. be able to retrieve Reports in PDF format as it is with the website

    I would like to export PDF reports via the API to email to management monthly via a 1 click process. I cannot built this presently without converting the report data to PDF format myself.

    30 votes
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    1 comment  ·  Reports  ·  Admin →
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  13. API report Sales by Item

    Provide API to get report Sales By Item. because it will help to analyse sales by Item (Product). Now we can generate the report but I don't see API to get report data as other financial report.

    22 votes
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    1 comment  ·  Reports  ·  Admin →
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  14. Create a transition plan for Reports via the API

    Xero will be retiring the old reports on July 31. By retiring the old reports, you also retire the only place where subscribers can affect the layout of the Profit and Loss report retrieved via the API. However, to date, you offer no replacement and no transition plan to your subscribers or developers.

    We use the Reports endpoint to retrieve data needed for our internal reporting. If not for the API, we'd be pulling and formatting seven reports to compile our monthly reporting. Today, if we add a new account or need to change the layout for the P&L retrieved…

    19 votes
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    6 comments  ·  Reports  ·  Admin →
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  15. sales tax report

    Able to access the Sale Tax Report via the API

    18 votes
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    0 comments  ·  Reports  ·  Admin →
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  16. make reporting api developer friendly

    The Xero reporting api needs an overhaul to enable to report content in a format that makes it much easier to parse and retrieve data from it. The current way the data is represented requires custom parsers to be created at the consumer's end

    13 votes
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    4 comments  ·  Reports  ·  Admin →
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  17. Tracking CategoryID/OptionID parameters in Trial Balance endpoint.

    Adding in the tracking CategoryID and OptionID parameters to the trial balance endpoint would allow for easier & more detailed analysis across multiple tenants in client-specific use cases. The capability exists in the UI via the "new" Trial Balance, so there's a disconnect between the expected level of detail one can get from the UI vs. the API.

    12 votes
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    0 comments  ·  Reports  ·  Admin →
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  18. Get Xero Projects Report using API

    Hi,
    We can get and customize Xero projects reports by using API. But unfortunately, Xero reports API for projects is not available. Can you please add this API to your system.
    Thanks

    8 votes
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    0 comments  ·  Reports  ·  Admin →
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  19. Tracking Summary Report with Account Groups and Tracking Categories

    Xero is awesome for Financial data management and manipulations. Its API providing the extra strength to Xero for integrating Xero with other webapps. Of course Most of the APIs are in still Xero Development Phase, But we need an extensive API for getting the reports(at minimum Tracking Summary Report) to make the use of tracking summary data inside webapps.

    7 votes
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    0 comments  ·  Reports  ·  Admin →
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  20. Budget Variance Report via the API

    I would like the Budget Variance Report to be available via the API:
    https://central.xero.com/s/article/Budget-Variance-report

    It is not listed in the reports available from the API
    https://developer.xero.com/documentation/api/reports

    7 votes
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    0 comments  ·  Reports  ·  Admin →
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