581 results found
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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…
6 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 -
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 -
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 -
Automatically send a remittance after payment
Remittances should be sent automatically after a bill has been paid. After I pay a bill I get a small pop-up in the bottom left corner in Chrome with a select link to send a remittance advice... which disappears quickly! Many times I have had to go back into the paid bill, and send the remittance again.
Alternatively, when setting up the contact there should be able to check a box that says "send remittance automatically".
Please have this as a priority for 2026, instead of all the cosmetic changes!
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 -
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 -
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 -
Enhancement of Search Functionality in Manual Journals Screen
Overview
This proposal recommends enhancing the search functionality within the Manual Journals screen by enabling users to search directly using the Journal ID/Number.Current Limitation
At present, users must rely on journal narration or other descriptive fields to locate specific journal entries. This often requires manually saving or noting down text, which can be inefficient and prone to error, especially when managing large volumes of journals. Alternatively, there is the journal report where you can search for journal ID's however this requires more steps and a more lengthy process when the simplicity of searching for journal number in the screen…1 vote -
change location of pop up
I have been having an issue with Xero Me App. Well not an issue, but a User-Interface pain point. I just had the same comment from a client so thought I'd bring it to your attention.
When we use the Xero Me App, and enter a photo of a an Expense receipt, then Analyse, it pops up a black "We're analysing this" for like 3-4 seconds and this covers the Add Expenses button.
When entering a pile of receipts, this a real pain. We have to wait for the pop-up to disappear, after an infuriating 3-4 secs, before we can…
1 vote -
Ability to retrieve the text associated with the reconciled bank statement line via the API.
The Batch Payments API returns a ReconciledStatementLineID, but there is no documented API endpoint that lets one retrieve that line.
1 vote -
Onboard Supplier contact information by sending them a link
It would be great to be able to onboard Suppliers contact information just like you can do with employees now. Let the Supplier complete all the information themselves in regard to their details etc.
1 vote -
Add Ability to Create/Update Client Bank Account Fields via XPM API
Currently, the XPM API only allows retrieving client bank account details. There is no way for third‑party apps to create or update these bank account fields through the API.
This limitation means practices need to manually enter bank details after creating a client, which slows down onboarding and reduces the efficiency of integrations.
Please consider adding API support to:
Create client bank account details
Update existing client bank account detailsThis would improve workflow automation and give third‑party apps full capability to manage client data.
Thank you for considering this feature.1 vote -
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 -
Expose Journal Count
Other paged endpoints show the total number of records available but journals doesn't (possibly because it's using "offset" instead of "page")
2 votes -
Connected Apps
Retrieve a list of other third-party applications connected to a Xero organisation. I believe this can be extended on the existing endpoint for organisations
1 vote -
Provide for Source LineItemId on Invoice PUT
Our invoices always have multiple Line Items, often with the same quantity and Amounts, but with different descriptions.
We need a way to ensure certainty in matching the Xero Line Items in the API response with those on our side.
At present the only option we have is to iterate over the Description text, which is fraught with error.
1 vote -
Allow updates to the Organisation Details
https://developer.xero.com/documentation/api/accounting/organisation
Ability to change the Year End, enable Tax, set Addresses etc
1 vote -
Automatic Rule for Supplier Overpayments in Bank Reconciliation
When a supplier payment appears on the bank feed before the corresponding purchase invoice has been entered into Xero, reconciling the payment can lead to double counting. Currently, if you record the payment as a spend money transaction and then later enter the invoice, Xero treats them separately. This causes extra work and creates reconciliation inaccuracies.
Introduce a bank rule specifically for supplier overpayments. When the system detects a payment to a known supplier that exceeds the amount of an existing invoice or occurs before any invoice exists, the bank rule would:
Post the transaction directly to the payables ledger…
1 vote -
Post API for Payruns and Payslips - Xero UK
For Xero UK, there is no Post API to create Payruns and Payslips like we have on Xero AU.
How can i add reimbursement or deduction on payroll slips based on Employee ID ?1 vote
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