729 results found
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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 -
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…
8 votes -
Add TrackingOptionID to the Journals API Response
Requesting the inclusion of the TrackingOptionID directly within the LineItem object for the Journals (Manual Journals) endpoint. Currently, developers have to perform additional lookups or cross-reference tracking names to get the specific ID associated with a journal line.
Adding the ID directly to the response will streamline integration workflows, reduce API call overhead, and provide a more robust way to map tracking data across different parts of the Xero ecosystem.2 votes -
Expose Request Deposit feature via the Invoice API
Hi,
I would like to request adding an option to apply a 'Request Deposit' amount on invoices via the Invoice API.
https://central.xero.com/s/article/Request-a-deposit-from-a-customer-AU
We have a client that automates invoices being created from their internal system and sends them out via email. However we can't apply a deposit amount unless they go through each invoice one by one.
Being able to automate this would drastically improve our clients workflow and also help with their customers not having to pay the full amount right away.
1 vote -
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).
…
12 votes -
Full support for If-Modified-Since flag
Regarding this endpoint:
https://developer.xero.com/documentation/api/accounting/contacts
Regarding the GET request, the "Modified After" field documentation states:
"The ModifiedAfter filter is actually an HTTP header: ' If-Modified-Since'. A UTC timestamp (yyyy-mm-ddThh:mm:ss) . Only contacts created or modified since this timestamp will be returned e.g. 2009-11-12T00:00:00 Note: changes to the Balances, IsCustomer or IsSupplier values will not trigger a contact to be returned with the Modified-After filter"
Request is to ensure Balances, IsCustomer and IsSupplier DO trigger the contact to be returned with the Modified-After filter.
Reality is that these values do change, so the only way to ensure we have accurate data is…
1 vote -
Default Cursor to 2FA code
Quick fix. Default the cursor to be in the box where you enter the 2FA code so mouse is not needed to click into the field.
Cursor is already in the box so you can start typing directly into the box and then <enter> proceeds to login without needing to click Confirm1 vote -
When creating an Invoice via the API, can we get the IDs of each InvoiceItem returned in the response
When creating an Invoice via the API - we receive a response that includes the Invoice and the Lines - but each line does not have its Xero ID. As such, we need to do a subsequent API call to grab the Line IDs.
Without this we don't have a way to EDIT Lines on an Invoice and essentially are deleting all Lines/re-adding these.
Receiving the Line IDs would allow better management of this outside Xero.
5 votes -
Prepayment webhook
We'd like prepayment transactions to trigger a webhook so that we can account for them.
1 vote -
Bank Reconciliation Adjustments & Tab Key Issue
When reconciling bank entries with expense invoices, we encounter credit card charges that need to be recorded separately as “Adjustments.”
At present, when using the Tab key during reconciliation, the cursor skips over essential fields such as Contact, Description, Account, Tax Rate, and Amount and moves directly to the Reconcile button. This limits efficiency and makes data entry cumbersome.
Additionally, it would be beneficial if the amount field could auto-populate during reconciliation to reduce manual entry.
We have also prepared a recorded screen capture that demonstrates this flaw in action, which can be shared to illustrate the issue more clearly. …
1 vote -
Fix LineItem ID payload returning single ID instead of two
We have identified an issue where the API response for certain line items is returning only a single LineItemID in scenarios where two distinct IDs are expected (specifically regarding the mapping between a transaction line and its associated tracking category).
This request is to ensure the payload correctly returns both IDs to allow for accurate reconciliation and data mapping in third-party integrations.2 votes -
pagination
Bank Transfers and Batch Payments both require Pagination. They can both allow customers to store more data that can be returned in a single result (i.e. API fails to complete). If-Modified-Since is not sufficient and there are no reliable optimised Where clauses that can be used to reliably bring back all data.
1 vote -
New Feature
It would be great if you could download the quotations into excel - this way we can removed pricing and produce a Job sheet with quantities to give to our Project Managers.
1 vote -
Add Purchase Order Billed Amount to the API
Ability to access the new 'billed' status of a purchase order line on the purchase order API
1 vote -
Tracking categories for Products and services
I have clients with multiple site locations so we have tracking categories set up to report on each sites profit. Each site sells different products and services and at different prices. Currently when raising a sales invoice with multiple line items, the clients have to manually choose which tracking category they would like the sales line to be tagged with.
It would be really useful if we could create products & services that can be allocated with a tracking category so for example 'Site A - Labour' service item created and when selected on a sales invoice then the auto-fill…
2 votes -
Support tracking categories on bank transfers via the API
We divide our P&L and Balance Sheet by tracking categories for departments. But when making bank transfers it's hard to ensure the tracking categories are set. I'd like to do this programmatically via the API (for things like Stripe Payouts) but tracking categories aren't supported
1 vote -
Updating credit endpoints
Add functionality to the credit notes endpoints to align with invoices - such as the "SearchTerm" and "createdByMyApp" parameters. It's difficult providing end to end solutions where credit notes can't function as effectively as invoices.
1 vote -
BAS preferred email
It would be helpful to have the XPM client contact email address as the default for activity statements.
Currently the email address is taken via the signatory field from the previous activity statement period.
This will remove the risk of any Activity Statements being sent to the wrong email address, particularly when a client updates their email address.
1 vote -
Auto calculated interest from assets on loan accounts
If registered assets can calculate depreciation after setting it up, can we not also have automatically calculated interest on loan accounts?
1 vote -
HubDoc API Access: Enable Automated Document Matching & Workflow Integration
I've been using HubDoc for a while now and genuinely love what it does such as fetching invoices, extracting data, keeping everything organized. But every time I try to build any kind of automation around it, I hit the same wall: there's no API.
No webhooks. No HTTP endpoints. Nothing to hook into.
Every other tool in my stack talks to something. Make, Zapier, QBO, even smaller niche tools have at least basic API access. HubDoc is the odd one out — and it's frustrating because it sits right in the middle of the workflow.What I'd love to see:
…
1 vote
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