Accounting API

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  1. Ledger for particular account shows corresponding Accounts

    Existing General ledger report gives understanding Summary/detailed Dr and Cr amounts but it does not tell you which Accounts are involved in transactions. Ability to create Summary Ledger for particular Account that shows correspondence with Accounts according recorded transactions. It is very useful to find mistakes if your allocations were wrong. For example, when you created bill and mistakenly choose wrong GST type or expense Account. Another good reason for monthly/quarterly reconciliation AR/AP. For example, creating AR ledger you will see aggregate or detailed amounts of Bank/Cash accounts, GST and Customer deposits. If you made mistake when you reconcile bank…

    1 vote
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  2. 1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Tracking CategoryID/OptionID parameters in Trial Balance endpoint.

    Adding in the tracking CategoryID and OptionID parameters to the trial balance endpoint would allow for easier & more detailed analysis across multiple tenants in client-specific use cases. The capability exists in the UI via the "new" Trial Balance, so there's a disconnect between the expected level of detail one can get from the UI vs. the API.

    9 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. SIE file report/export

    SIE is a universal data format to exchange accounting information between different systems.

    Our auditor prefer having a SIE4 file, which he would import into his own system, to do the final revision and making necessary documentation for the government. W/o this file he has to tap in the data manually, which takes more time and cost us more money.

    We would like to add the SIE file format as an alternative for export.

    For mor information
    https://en.wikipedia.org/wiki/SIE_(file_format)

    6 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Retrieve custom reports

    Can an API be created to retrieve custom reports outside the current scopes?

    3 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Make it possible to run a report featuring all account codes including those with zero balcance

    When one is running a Cash Summary or Profit & Loss, why not make it possible to view & export the report featuring all active account codes?

    This would save a lot of time formatting excel sheets if the rows lined up every time. And it seems like a simple fix, just add the checkbox:

    "Run report featuring zero balance active accounts"

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add Income By Contact to Reports API endpoint

    It would be extremely useful to us, if the Income By Contact report were to be requestable through the API.

    1 vote
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  8. Add the date a transaction is created/finalised to appear on all reports as an option

    I have clients that do there own bookkeeping but are on partial exemption VAT and they are forever changing things in prior VAT periods. It would be useful to have a date of the transaction in all reports as it would be easier to make the required adjustments. This also relates to aged debtors/creditors and transaction reports as it would speed up the process of identifying any new transactions that were posted in earlier periods.

    3 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Please update your Reporting APIs w/ option to get V2 [new] Balance Sheet and Profit & Loss including the default custom layout.

    Please update your Reporting APIs w/ an option to get V2 [new] Balance Sheet and Profit & Loss including the default custom layout.

    It is extremely frustrating that the report that comes from the API often in no way resembles the report that the Xero end-user actually uses via the UI, to the point that they don't even recognize it. They invested a lot of time making a custom layout with groups, rules, etc and the result is a pretty fantastic presentation of their financials, but all that work just gets thrown out when a 3rd party application collects the…

    24 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Get Xero Projects Report using API

    Hi,
    We can get and customize Xero projects reports by using API. But unfortunately, Xero reports API for projects is not available. Can you please add this API to your system.
    Thanks

    8 votes
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  11. 219 votes
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    70 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Create API to get VAT return

    I would like to see how much has been calculated to 'pay to customs' for the current period. The same value seen in the current VAT report.

    22 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Budget Variance Report via the API

    I would like the Budget Variance Report to be available via the API:
    https://central.xero.com/s/article/Budget-Variance-report

    It is not listed in the reports available from the API
    https://developer.xero.com/documentation/api/reports

    3 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Include also zero balances account in result

    When an account has a zero value in the P&L Report (but also in all others), it is excluded from the returned data.
    The request is to provide in the result all accounts, even if they have 0 balance and/or no transactions

    3 votes
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  15. make reporting api developer friendly

    The Xero reporting api needs an overhaul to enable to report content in a format that makes it much easier to parse and retrieve data from it. The current way the data is represented requires custom parsers to be created at the consumer's end

    13 votes
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    3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Include account number on customer invoice report

    Allowing the Customer Invoice Report to have an Account Number Field as more and more accountants use customer numbers rather than the customer name.

    5 votes
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  17. API access to General Ledger report

    Please add the GL report to the API Reports list

    63 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Create API to get information from Inventory reports (sales by item)

    I would like an API which tells me the same information as I can see in the Sales by Item report, this would mean I can see how much I sell in a month, or selected dates, of a particular item.

    For example I have an item called hourly rate I would like to GET the total invoiced in the month for hourly rate

    3 votes
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  19. Have the Aged Receivables API actually match the report in Xero

    Just have the API produce the aging buckets like the report

    3 votes
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  20. fix the Balance Sheet report via the API to support periods and timeframe

    You have recently completed "fix the Profit and Loss report via the API to support periods and timeframe", but not for Balance Sheet.

    This means can't do weekly cashflow reporting as balance sheet items are end of the month only which defeats the purpose of the P&L fix as need to balance this across to the balance sheet.

    Should be able to do as at any date.

    BUT can do this report via the Xero Reports in Xero. Needs to be consistent.

    1 vote
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