50 results found
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Include account number on customer invoice report
Allowing the Customer Invoice Report to have an Account Number Field as more and more accountants use customer numbers rather than the customer name.
5 votes -
Allow API Access to run the Bank Reconciliation Report
In lieu of being able to interact with the Bank Feed information directly via the API - it would be useful to be able to run the Bank Reconciliation Report directly from the API.
The use case in mind is:
I would like to set up a proactive notification when there are incoming amounts that are not reconciled in Xero in order to prompt someone to go in to Xero and manually reconcile those items. This will help prevent our customers from getting automated invoice reminders when they've paid.
We're not at the point yet where someone is in Xero…
4 votes -
Retrieve custom reports
Can an API be created to retrieve custom reports outside the current scopes?
4 votes -
Contact's & Supplier's Transaction Report?
How can I get Contact's and Supplier's Transactions Report like general ledger?
4 votes -
Download Published reports in pdf format using api
I want to download published (customized) reports from xero using api and upload it to sharepoint.
4 votes -
allow filtering in reports at the group level
A U.S. nonprofit's statement of activities groups expenses by activity, not by account. It would be helpful to be able to add an account to a blank report more than once so the account can appear under different groups, and to be able to apply a filter to each group by one or more tracking categories. This would allow us to create a report using the Blank Report template that mimics the statement of activities.
3 votes -
Add the date a transaction is created/finalised to appear on all reports as an option
I have clients that do there own bookkeeping but are on partial exemption VAT and they are forever changing things in prior VAT periods. It would be useful to have a date of the transaction in all reports as it would be easier to make the required adjustments. This also relates to aged debtors/creditors and transaction reports as it would speed up the process of identifying any new transactions that were posted in earlier periods.
3 votes -
Generate reports by using specific identifiers in the "reference field"
As a building business it would be nice to ascertain the costs of a specific build/client to ensure the company is on track with profit/loss per project.
When I started out in Xero, and when all purchases were been entered in as drafts, when a certain reference was entered, such as the client name or job number, a running total was always displayed as to how much was spent on a particular build/client.
Ironically once the purchases were approved and/or paid, upon typing the same specific reference, would no longer provide a tally or what was spent, to be paid…
3 votes -
Create API to get information from Inventory reports (sales by item)
I would like an API which tells me the same information as I can see in the Sales by Item report, this would mean I can see how much I sell in a month, or selected dates, of a particular item.
For example I have an item called hourly rate I would like to GET the total invoiced in the month for hourly rate
3 votes -
Get-BalanceSheet API for reporting should spit out data as of the input date parameter
I've been working with GetBalanceSheet reporting api, I realized while fetching data for all dates and found out that it is returning data pointing to the last date of the month in the input date.
Example:
Get-Balancesheet API
date: 10/24/2021 (mm/dd/yyyy)API returns data as of 10/31/2021 instead of 10/24/2021
Get-IncomeStatement does not have this issue.
3 votes -
Sort your reports out
Why are Xero reports so frustrating??? Is it just me?
Another one that has wasted extreme amounts of time, the vat audit report.
Why is it spread over a ridiculous area so you have to view it in wide view to see any useful information. What is the point? It fits it on a normal view then expands itself and you lose half the useful information?
Then you have to randomly click all the blue underlined options to find the ONE that drills down to the detail. You check what you need to - ie why the hell there are…3 votes -
Include also zero balances account in result
When an account has a zero value in the P&L Report (but also in all others), it is excluded from the returned data.
The request is to provide in the result all accounts, even if they have 0 balance and/or no transactions3 votes -
Get mapping of companies with all embedded integrations
Suppose, I have more than 500 companies to manage and each one uses different integrations eg: routable, adp, toast, square etc. How can I see which company is associated with how many integrations. I want to have a report or api that can provide me that information.
Otherwise, there might be a possibility that for example: "Company A" in Xero might accidently or by human error be connected to "Company C" in routable instead of "Company A". Having some kind of metric can help in auditing/correcting such things else it could be a recipe for disaster.
3 votes -
Is it possible to have the Management Report and more budget reports available to export via API?
I use QWD and would like to see the Management Report exportable as well as more budget reports eg budget per month from budget manager.
This would allow far more flexibility in building reports and dashboards.3 votes -
provide richer data on your Balance Sheet Report (Report by Outlet/ Location)
The API does not return the location of the asset where it is tagged to currently
3 votes -
Get the percentage of income in the Profit & Loss API
The profit & loss api requires a % of income exported into their json it'll help report devs like me working on the custom reports to avoid complicated calculations on the reports and bring flexibility of data in the API
3 votes -
add an option BankSummary to include accounts with zero balances and no transactions
When an account has a zero balance and no transactions for the specified time period in the Bank Summary Report, it is excluded from the returned data.
The request is to provide an optional parameter, 'includeZeroBalances' or the like, that includes these accounts and displays them in the report with zero balances.
3 votes -
Have the Aged Receivables API actually match the report in Xero
Just have the API produce the aging buckets like the report
3 votes -
Add Income By Contact to Reports API endpoint
It would be extremely useful to us, if the Income By Contact report were to be requestable through the API.
2 votes -
2 votes
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