581 results found

1. Support the US "auto tax" feature in the API

   In US Xero we would like invoices to go into Xero with the "Auto Tax" element switched on - by default they go in as "Manual Tax".

   We have looked at the Invoice endpoint on the Accounting API and can't see a way to do this, but did notice a Type for Auto Tax, but this is only available for GET (not POST).

   We need to make use of this feature with POST, even if it's only the high level "Auto tax" setting of Manual/Auto (we are happy for the From and To to be populated based on existing data).

   Currently users of our App need to visit each invoice, remove any payment, edit, turn on auto tax, save, reapply payment. Very painful.

   In US Xero we would like invoices to go into Xero with the "Auto Tax" element switched on - by default they go in as "Manual Tax".

   We have looked at the Invoice endpoint on the Accounting API and can't see a way to do this, but did notice a Type for Auto Tax, but this is only available for GET (not POST).

   We need to make use of this feature with POST, even if it's only the high level "Auto tax" setting of Manual/Auto (we are happy for the From and To to be populated based on existing data).

   … more

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   under review  ·  5 comments  ·  Invoices  ·  Delete…  ·  Admin →
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2. Match prior period treatment in Profit & Loss to Balance Sheet with regard to toDate parameter

   Per the documentation for Profit & Loss periods, the only way to always get a full month of data for previous periods is to start in a month with 31 days.

   Given we have a 30 June year end this is a pretty annoying workaround.

   The confusing thing is that setting up the Balance Sheet in a month with 30 days doesn't result in this issue and prior periods will automatically show the 31st day where applicable.

   6 votes

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3. Add the ability to "snooze" webhooks for a particular organisation

   Our main use case for webhooks is to indicate whether we need to refresh the data. Because of this, we don't need an update for every change that a customer makes. If we could respond to a webhook message indicating that we didn't want to receive any more requests for a period of time (1 hour, 6 hours, 1 day etc) then that would save processing and bandwidth on both sides.

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4. Option to Disable Automatic Account Number Pre-Fill on Invoices

   Hi Xero team,

   When creating invoices, Xero automatically pre-fills the account number it thinks is appropriate. However, this suggested account is often incorrect, and because many account numbers look similar, it’s easy to miss the error and time-consuming to fix later.

   Suggestion: Option to Disable Automatic Account Number Pre-Fill on Invoices
   It would be very helpful if there were an option to disable automatic account number pre-filling, allowing users to select the correct account manually each time.
   This small change would reduce errors and make the invoicing process more accurate for users who prefer complete control over account selection.
   Thank you for considering this improvement!

   Hi Xero team,

   When creating invoices, Xero automatically pre-fills the account number it thinks is appropriate. However, this suggested account is often incorrect, and because many account numbers look similar, it’s easy to miss the error and time-consuming to fix later.

   Suggestion: Option to Disable Automatic Account Number Pre-Fill on Invoices
   It would be very helpful if there were an option to disable automatic account number pre-filling, allowing users to select the correct account manually each time.
   This small change would reduce errors and make the invoicing process more accurate for users who prefer complete control over account selection.
   Thank… more

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   0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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5. API practicemanager v3.1 - Add modifiedSince parameter to the Client GetListPaginated end-point

   The current Clients get list end point has as a parameter to bring the last records have been modified. The new paginated clients, cannot be filtered by the same parameter. So I cannot bring only the records that have been modified

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   1 comment  ·  Contacts  ·  Delete…  ·  Admin →
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6. Support for Batching Manual Journal Updating by IDs in the Xero API

   We are requesting a new feature in the Xero API to support batch updating of Manual Journals by IDs in a single API request. Currently, the lack of this capability presents significant limitations for high-volume organizations that need to update arbitrary subsets of journals efficiently. They can batch insert new transactions, but they are very limited when it comes to batch update.

   Current Challenges:

   1. Arbitrary Subset Retrieval:
      • Our use case involves retrieving a specific subset of Manual Journals by their IDs, as requested by our clients. Without batch retrieval, we are required to make individual API calls for each journal update, which is impractical for large volumes.
   2. Daily API Call Limit:
      • The 5,000 daily call limit is quickly exceeded when retrieving large subsets, even if we optimize requests.
   3. Inefficient Alternatives:
      • Retrieving the full set of journals using pagination (?page=1&pageSize=1000) and filtering on our end is inefficient and results in unnecessary data processing for both systems.

   Proposed Solution:

   Introduce the ability to batch-fetch Manual Journals by IDs in a single request, similar to the existing ?IDs parameter for other resources like Invoices. While there may be constraints on the URL length (e.g., limiting to 30 IDs per request), this would still significantly improve efficiency and reduce API call usage.

   Use Case Impact:

   This feature would benefit high-volume organizations that manage thousands of journals and frequently require specific subsets update for reporting, reconciliation, or operational purposes. It would reduce API call consumption, enhance performance, and improve the overall user experience.

   Additional Context:

   We recognize that URL length constraints limit the number of IDs that can be included in a single request. However, even with a reasonable batch size (e.g., 20–30 IDs max per request), this feature would provide a scalable improvement for many use cases.

   Thank you for considering this feature request, and we look forward to any updates or feedback from the Xero team.

   We are requesting a new feature in the Xero API to support batch updating of Manual Journals by IDs in a single API request. Currently, the lack of this capability presents significant limitations for high-volume organizations that need to update arbitrary subsets of journals efficiently. They can batch insert new transactions, but they are very limited when it comes to batch update.

   Current Challenges:

   1. Arbitrary Subset Retrieval:
      • Our use case involves retrieving a specific subset of Manual Journals by their IDs, as requested by our clients. Without batch retrieval, we are required to make individual API calls for each journal… more
   7 votes

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   1 comment  ·  Journals  ·  Delete…  ·  Admin →
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7. Email (send) purchase orders via API

   This is available in Web Interface, but API does not have any documentation on it.

   8 votes

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8. sms-option-for-sending-bas-for-signing

   Provide endpoint for BAS signing link

   1 vote

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9. View bank account screens side by side for multiple bank accounts

   It would be useful when processing transfers, and when searching for specific transactions for corrections, if you could view say two different bank accounts side by side on the same tab.

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   0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
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10. Allow us to have our invoices from Xero "sent by the xero network" so they automatically load into draft bills.

    Allow us to have our invoices from Xero "sent by the xero network" so they automatically load into draft bills.

    1 vote

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    0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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11. allow endpoints for IAS & BAS reports

    Make API endpoints for Activity Statement, Payroll Activity Summary and BAS Advisor report.

    1 vote

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12. custom fields

    Allow Client Custom fields to be retrieved with the GET Client API instead of requiring a separate call for each client. In addition to the detailed=true parameter, another parameter like customfields=true to bring all the values into a separate field as a json that can be unpacked.

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13. Add customer sales defaults and Financial details on contacts api

    Add ability to view and update customer finical details
    - Credit limits.
    - Credit Terms (Invoice due date).
    - Outstanding balances (possibly read only).
    - Discount.

    This will allow among other for 3rd part vetting process of customer onboarding to be seamlessly integrated.

    2 votes

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    1 comment  ·  Contacts  ·  Delete…  ·  Admin →
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14. PAYGW Period in Organisations Settings endpoint

    In the organisations settings API, it does not send through the PAYGW period for Australian entities. In our app, the user currently has to manually choose this in our app, whereas it could be automatic if it was added to the API.

    1 vote

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15. Endpoint to Update Bill Payment

    We would need an endpoint to update the Bill Payment object created. Our use case is to update reference number for the existing bill payment.

    2 votes

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    0 comments  ·  Payments  ·  Delete…  ·  Admin →
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16. Include formulas in Balance Sheet report via API

    Some lines in the balance sheet report are the result of formulas e.g. Net Assets. The formulas are included in the Excel export but not the API response

    Include the formulas in the API response so that the same functionality can be replicated

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17. Preserve invoice line items if they are not sent

    As a user of the API, I want to be able to update the status of an invoice without sending all of the line items along in the payload.

    Currently, if I'm updating an invoice's status via the API I need to explicitly send the line items along with the request. If I do not send the line items, Xero deletes and recreates all of the line items even though they're not pertinent to the action (not updating line items, amounts, etc.).

    This causes particular issues with inventory decimal precision. Every request needs to send the unitdp if you want your decimal precision for line items or amounts to remain unaltered.

    # Create a new blank invoice object with the ID and sent status
    invoice = xero_accounting.Invoice(invoice_id=str(ledger_ref), sent_to_contact=True)
    # Add the invoice to a list
    invoices = xero_accounting.Invoices([invoice])
    
    # Update the invoice to sent
    self.accounting_api.update_invoice(
    xero_tenant_id=self.tenant_id,
    invoice_id=str(ledger_ref),
    invoices=invoices,
    # unitdp=4,
    )
    

    In this case, we'd expect unit decimal precision to not change on the invoice. We could understand if amounts were being set or sent, but in this case, they are not—purely the status. Furthermore, the example Xero provides for the REST API for updating invoice status does not show this behavior.

    As a user of the API, I want to be able to update the status of an invoice without sending all of the line items along in the payload.

    Currently, if I'm updating an invoice's status via the API I need to explicitly send the line items along with the request. If I do not send the line items, Xero deletes and recreates all of the line items even though they're not pertinent to the action (not updating line items, amounts, etc.).

    This causes particular issues with inventory decimal precision. Every request needs to send the unitdp if you want… more

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    0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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18. Ability to Retrieve Latest Active Journal via API

    Currently, the Journals API returns multiple lines due to Xero's audit trail and change tracking, which is understandable for compliance purposes. However, it would be incredibly helpful if there were a way to programmatically identify and retrieve only the latest active version of a journal entry. This would streamline integrations and reduce the need for additional filtering logic on the client side. A flag or endpoint for "latest active journal" would be a great enhancement!

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    0 comments  ·  Journals  ·  Edit…  ·  Delete…  ·  Admin →
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19. Allow updating of PlannedPaymentDate via API

    Currently you cannot update an Invoices DueDate or PlannedPaymentDate via the API if there are payments or credit notes allocated to it. This is problematic especially for invoices (such as business rates) that get paid in (monthly) installments.

    If the DueDate or PlannedPaymentDate has passed then these invoices do not show up in the Short-term CashFlow view.

    I can update the Planned Payment Date through the UI (and I can update the DueDate through the UI as well) regardless of if the invoice has a credit or payment against it, so why doesn't the API provide the same validation as the UI?

    Currently you cannot update an Invoices DueDate or PlannedPaymentDate via the API if there are payments or credit notes allocated to it. This is problematic especially for invoices (such as business rates) that get paid in (monthly) installments.

    If the DueDate or PlannedPaymentDate has passed then these invoices do not show up in the Short-term CashFlow view.

    I can update the Planned Payment Date through the UI (and I can update the DueDate through the UI as well) regardless of if the invoice has a credit or payment against it, so why doesn't the API provide the same validation as… more

    1 vote

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    0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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20. Include QuoteID/InvoiceID in either Invoices or Quotes endpoint to allow analysing

    Our customers need to be analyse Quotes and Invoices and link both with each other. Unfortunately, while you can create a sales invoice from a quote, there is no linking identifier between the two.

    It would be good to include the InvoiceID in the Quotes to know which invoice was create from the quote. If a quote can be invoiced multiple times, it would be good for this to be an Invoices collection.

    It would also be good to include the QuoteID in the Invoices endpoint to know this invoice originated from a quote and which.

    2 votes

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