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Accounting API

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Accounting API

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72 results found

  1. Create a partnership with or API for quotewerks to be able to import or synchronize invoices and purchase orders from quotewerks to xero and visaversa.

    2 votes

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  2. Currently you have to tab across but when entering lots of numerical data it is much quicker to use enter on the number pad instead

    2 votes

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  3. It would be nice to beable to take a payment over the phone using a virtual terminal from within Xero.

    Adding a take payment now button when an invoice is approved and adding a payment gateway such as sagepay for this would be very useful.

    8 votes

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    For developers looking to integrate a payment system themselves (including SagePay) they can do so using this guide we have provided: http://developer.xero.com/documentation/api-guides/payment-services-integration-with-xero/

    While providing an integration to SagePay as part of our payment services feature in Xero is not currently on the roadmap, you can raise and vote on a feature request for it in our Xero community: https://community.xero.com/business/topic/23/

  4. It would be great if I could hook up the due dates of the bills that I have added to Xero to my Google calendar. It would help me more easily keep track of when I have to pay my bills by. Doesn't have to have much detail in it. Maybe just the number of bills due on a date.

    1 vote

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    This forum is for API features and I’m afraid this does not include features like this. The good news is that there is already a 3rd party application providing a connection between Xero and Google Calendar: https://zapier.com/zapbook/xero/google-calendar/2516/create-google-calendar-event-from-xero-invoice/

    If you are keen to see this as a feature within Xero, you could make a request in our feature requests forum: https://community.xero.com/business/topic/23/

  5. TrackingCategories returns IDs for both categories and options as follows

    <TrackingCategory>
    <Name>My Category</Name>
    <Status>ACTIVE</Status>
    <TrackingCategoryID>a020cd2b-31ac-49a4-b459-f8ffbe854e7c</TrackingCategoryID>
    <Options>
    <Option>
    <TrackingOptionID>dc167d85-6c3a-4261-b7f9-4fda00c2e38d</TrackingOptionID>
    <Name>My Option</Name>
    </Option>

    GET BankTransactions with a bank transaction id specified returns both the category id and name, but only the option name (no id).

    <Tracking>
    <TrackingCategory>
    <Name>My Category Name</Name>
    <Option>My Option Name</Option>
    <TrackingCategoryID>23333b58-b938-479c-9bdd-5a599bec698c</TrackingCategoryID>
    </TrackingCategory>
    </Tracking>

    4 votes

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  6. If this only let us export, import, create and delete, it would quickly give big time savings, avoid many errors and encourage better rule coding. However, its value will grow exponentially as we use the combined rules, of many clients, to copy rules between them and new clients. This could soon give all Xero users local and national Excel rule libraries. Their rules could reference rule creators, both for support and to encourage library contributions. The reputation of the rule creator, forum comments on each rule and the Likes (votes) of users will encourage much wider sharing of much better…

    15 votes

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    The API is not suited to this purpose, this would need to be built in the main application in order for users to import/export. It could be exposed via the API also later on, but for now, the best place to show support for this functionality is in our community forum: https://community.xero.com/business/discussion/65371/

    This forum is specifically for developer API functionality (exposing existing Xero functions through the API).

  7. At the moment I can import & export financial data via an Open Standards CSV format (& well-documented API's), which is great for interoperability with other systems :)

    Unfortunately this is not carried through universally, such as Custom Invoice Branding, which is reliant on ms docx formats.
    This excludes a significant potion of my own customer-base (many SME's/SMB's reducing overheads) that are increasing not making use of manu ms-based technologies (i.e. office), and are increasingly moving toward more "cloud-based" solutions, such as Google Docs (sample docs are an absolute mess in GDocs) & Open/LibreOffice.

    Please add support for common, Open…

    1 vote

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  8. 1 vote

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    0 comments  ·  General Requests  ·  Admin →
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  9. Allow for batch create/update/delete operations to multiple API endpoints within a single transaction.

    5 votes

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  10. Create and API entry point to set default exchange rates, just like we do on the Settings page.

    Rational: here in Poland, we're obliged to use the Polish Central Bank exchange rates on accounting. Having an API for it makes it possible for us the call it once everyday to set the rate for the next day. Without this we're not able to use Xero officially for bookkeeping. (we have to setup the rates for this whole calendar year!)

    16 votes

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  11. Everything visible in the web interface should be exposed via the API. In fact ideally the web interface itself would be a client of the API, which would ensure that all useful technology is exposed.

    224 votes

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    We’re closing this request out and asking that developers suggest or vote for the specific features you’re after as it’s easier to get feedback to you on each request this way and also free up your votes. I’d like to reassure you we’re committed to offering the best API we can.

    Tony Rule
    Product Manager, Xero Developer API

  12. If the Xero interface could be configured to display data from and interact with the apps third party developers are creating similar to the way Facebook applications work inside their platform

    34 votes

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    It is certainly a nice idea in a lot of ways, and Jesse’s use case example is good one.

    On the other side, allowing 3rd party applications plug into the core Xero application present some quite major security implications. The data we hold on behalf of our customers is considered highly sensitive by us and we ensure we have bank level security across all aspects of our application.

    Second to that, we are a design lead and focused company – we want our software to be really easy to use and remain simple and intuitive, so allowing 3rd parties to introduce interface elements into Xero would be something we would need to carefully plan for.

    With this in mind, it would be quite an onerous task for us to implement a secure framework that would allow 3rd party applications to interface within Xero, in a sensible way that does not…

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