Accounting API
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51 results found
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fix the Balance Sheet report via the API to support periods and timeframe
You have recently completed "fix the Profit and Loss report via the API to support periods and timeframe", but not for Balance Sheet.
This means can't do weekly cashflow reporting as balance sheet items are end of the month only which defeats the purpose of the P&L fix as need to balance this across to the balance sheet.
Should be able to do as at any date.
BUT can do this report via the Xero Reports in Xero. Needs to be consistent.
1 vote -
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 -
222 votes
Currently, we’ve no plans to work on this feature but please continue to add your votes and comments.
We’re continually adjusting our priorities as different features are completed and your feedback is really important.
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report
I would like the Receivable Invoice Detail report exposed to the API, if possible. Right now I have to generate the report (with some custom settings) and export it in order to copy over sales data on specific SKUs to our custom system so we can do some analysis on those items. This is all a manual process, and it would be so much nicer to be able to automate it to run as a daily task that uses the API. Thanks for your help!
1 vote -
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 -
indigenous employee report
Add an employee flag for indigenous/non-indigenous to allow reporting of the number of indigenous employees for all payroll type reports. This is grant reporting requirement for indigenous corporations.
1 vote -
Contact's & Supplier's Transaction Report?
How can I get Contact's and Supplier's Transactions Report like general ledger?
4 votes -
Trial Balance Report - Add Parameter to specify sort order
At the moment the Trial Balance report via the API can only be sorted by Account Name. I would like to see a new parameter to allow us to specify the sort order for the report, e.g. by Account Name or Account Code. These are the same options available in the Xero UI.
1 vote -
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 -
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 -
create a new report for suppliers customers
We need a report which can show all activity in suppliers/customers ledger by date ie invoice date, description, payment date. I cannot see anywhere a report like that which would be very useful.
2 votes -
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 -
API access to General Ledger report
Please add the GL report to the API Reports list
66 votes -
1 vote
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Get a Summary Tracked item sales report for a period
Currently the "Inventory Item Details" report shows all the sales per item, but very difficult to work with. Can you please incorporate a Slaes for the period column in the "Inventory Items Summary"
1 vote -
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 -
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 -
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
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