746 results found
-
Bulk update approval settings for repeating invoice templates
Businesses managing many repeating invoice templates need to change approval settings in bulk. Provide a bulk action, in the Xero UI and/or API, to update approval status and related repeating-invoice settings without editing each template individually.
This is not a new idea but feedback on a recent Xero update which affected my invoicing.
I operate a business with approximately 80 weekly repeating invoice templates.
My workflow has always been to have repeating invoices created as Approved so I can review them before emailing customers. This is important because I manually add each new week date in the template email.
Following…
2 votes -
Support bulk attachment uploads via the Accounting API
Please add support for uploading multiple attachments in a single API request.
Currently, Xero’s API requires each attachment to be uploaded individually. Xero Support has confirmed that posting multiple attachments in a single request is not currently supported.
For integrations that need to sync records containing multiple attachments, this requires making a separate API request for every file. This increases request volume, adds latency, and makes bulk synchronization more difficult, particularly when processing many records with multiple attachments.
Ideally, the API would support submitting multiple attachments for the same/different Xero object(s) in a single request (for example, via a multipart…
1 vote -
Sandbox Xero Accounts
We develop custom solutions/integrations for clients using Xero. One of the biggest issues we have is that if we develop an App for a Client; we connect their Xero account to the Production version of the App. However, once we do that, we don't have a TEST environment in Xero to test changes end-to-end.
It would be great to have a Sandbox account / test account that could be used to test like-for-like on Staging vs Production.
(ie for payments, we have a test payment gateway and a live payment gateway)
This would help to ensure we can test changes…
12 votes -
A dedicated report for unassigned bills and expenses would help you avoid missing invoicing opportunities to customers.
Requires a report to identify all bills and expenses not assigned to any customer, regardless of billable status
* Current reporting options do not meet this need
* Missing customer assignments on bills and expenses result in lost invoicing opportunities and revenue
* Requests the addition of a reporting feature to catch unassigned expenses as a safeguard against revenue loss1 vote -
Allow purchase records to be sent via the API for bank feed matching before they are categorised
Currently, receipts sent to Xero through the Spend Money API require an account code before they can be submitted. For receipt capture apps, this means users must categorise the purchase within the application before Xero can match it to the corresponding bank-feed transaction.
There is a need for receipt capture applications to be able to send the receipt and transaction data directly to Xero without an account code. Xero could then use the transaction data, such as the date, amount and contact, with its existing matching functionality to match it to the relevant bank-feed transaction. Coding and reconciliation would then…
1 vote -
Implement "createdByMyApp = false" functionality on the Invoices API.
Currently, "createdByMyApp" only works if "true" is provided, but has no functionality for "false". This is required to retrieve invoices that have not been created through the API.
4 votes -
Progress payments
I would like Xero to offer progress payment invoicing so I can easily invoice a percentage of an accepted quote at each stage of a job and track the remaining balance, if a deposit option is available, why not extend this functionality to progress payments?
1 vote -
x Expose item status and support Active/Archived filtering in the Accounting API
The Items endpoint does not expose a reliable Active/Archived status or a status filter. Integrations can therefore show archived items to users and submit them when creating Quotes and other transactions, causing validation errors.
Items API cannot filter by Active/Archived status, causing Quote creation to fail with invalid item data
Summary
The Accounting API's Items endpoint (GET /api.xro/2.0/Items) does not provide a way to filter items by status (Active or Archived), and the response does not clearly indicate which items are archived. As a result, integrations that retrieve all items and let users select from them may submit an archived…1 vote -
Expose cash-basis Journals (payment-date GST) via the API
/Journals is accrual-only, so cash-basis GST can't be reconstructed from the API. Please expose the underlying cash-basis data either a cash-basis variant/flag on the Journals feed, or payment-allocation data: each payment traced to its source document with GST apportioned by the paid fraction, including credit-note allocations, prepayments/overpayments and "show on cash basis" manual journals.
1 vote -
Expose tracked inventory transaction history and as at valuation
The Items endpoint only exposes a current snapshot (QuantityOnHand, TotalCostPool). Please add: (1) a GET on item transactions per item, every movement (purchase, sale, adjustment, transfer) with date, source document, quantity in/out, unit cost and value; (2) opening and closing quantity + value for a supplied date range, enabling period reports and as-at valuation.
1 vote -
Expose CurrencyRate and foreign-currency amounts on Journals and report line rows
Multicurrency lines from /Journals and the report endpoints can only be reconstructed in base currency the applied rate and native foreign-currency amount aren't exposed per line. Please return, on each journal line and report row, the CurrencyRate that was applied and the source foreign-currency amount. This is the same value already available as CurrencyRate on invoices extending it to journals and reports lets multicurrency General Ledger and Account Transactions match the front-end.
1 vote -
Grant the Bank Statement report scope (accounting.reports.bankstatement.read) to private apps
The Bank Statement report (GET /Reports/BankStatement) already exists, but its scope accounting.reports.bankstatement.read is gated. Please make this read-only scope available to private apps that access only their own connected organisation's data.
1 vote -
Bank reconciliation
There should be a reconciliation report showing the reconciled items and reflecting the lines to see if it was allocated correctly.
1 vote -
Email to Files Inbox Email Address
Please simplify the email address listed under “Email to Files Inbox” to make it more client-friendly, and send invoice copies to that address instead of the ones containing various characters.
1 vote -
Use Claude or other AI tools for reconciling accounts
We are using Forte through Ucollect with a temporary clearing account. We have a lot of transactions every day, so I created a script using Claude that I upload a CSV file from Forte into Claude, and it will tell me which transactions to check off and mark as reconciled. I then take a screenshot and send it back to Claude to confirm they match.
It would be great if Claude could have access through the API to automatically mark the transactions as reconciled. This is one of the biggest pain points in using Xero.
1 vote -
find and record
Find and Record: Allow Sort by Description
1 vote -
It is a problem for the customers client who wants to see it as VAT number - also according to SA VAT/TAX law it MUST say VAT number on the
The VAT number of a client used to be on the Invoice , now its not there anymore.
It shows on some as the Tax Number which is incorrect as it should say VAT number - also according to SA VAT/TAX law it MUST say VAT number on the Invoice1 vote -
Contact’s default tax amount type & branding theme
The ability to set and update a contact’s default tax amount i.e. Tax exclusive & update a contacts branding theme via the API.
1 vote -
Good grief! Give us a customer / vendor list with filters!
Why is there no ability to print a customer or vendor list with addresses etc? I have NO way of checking if my vendors have their EIN / SSN entered since THERE IS NO REPORT NOR IS IT EXPORTABLE! It would also be nice to be able to export a customer list with addresses for purposes of mailings.
1 vote -
Give the user the ability to export ALL fields in customers / vendors WITH filtering
All of the fields in the customer or vendor should be available such as SSN. Give the user the ability to filter what is exported such as whether it's customers or vendors along with the ability to CHOOSE which fields are exported.
1 vote
- Don't see your idea?