Accounting API
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573 results found
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Linked Transactions via API - multiple in one call.
Linked Transactions are limited to one per call via the API. This results in having to make a great many API calls unnecessarily. For instance linking the invoice line items to a project after several invoices with many lines are added via API will require many more calls than are allowed. For now I will have to put in place a costly work-around to trickle in the linked transaction calls.
3 votes -
Offer the Account Transactions report as an ODBC table
I would like to be able to select a table in the ODBC connection that is the same as the Account Transactions report. This allows me to create financial statements and analysis based upon the full 'general ledger' of a company's transactions data set.
1 vote -
Online Invoice URL - Allow fetching with invoice or in bulk
Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.
This proves to be a big issue with applications that grab and store historic data in the application.
For example:
We connect our application with Xero and there are 20,000 historic invoices in Xero.
We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.
Because we can only callout to 1 invoice at…
6 votes -
Allow bulk retrieval of all outstanding balances by grouped contact
Currently we can get the amount owing by querying individual contacts. However, given the API limits this becomes impossible to do on a daily basis for reporting once a reasonable number of customers is being queried.
While it's possible it's better to do it in a web-hook-update kind of way when new information comes into Xero and is pushed externally, it would make more sense to me to have an endpoint that simply allows a contact summary to be obtained in a single API call which could have simple aggregates, like amount owing, shown.
1 vote -
Allow more than one contact with the same name so API does not overwrite existing data incorrectly.
We have had several 'David Smiths' buy from us via our website. As the API feed sends the data to Xero - Xero looks for a 'David Smith' and then automatically overwrites existing address and phone number etc with the new info.
The result is data that is totally incorrect. Furthermore I recently sent a product to the wrong client which was costly and embarrassing.
The simple solution is for Xero to have a 2nd and 3rd 'identifier' i.e. email address, post code. For example:
If the name + the email address and/or the postcode are a match then =…
1 vote -
Return account & bank connection status
It would be valuable to be able to obtain a status or timestamp of the last successful sync with the bank account. This way, we can inform customers if there is a problem with their bank or if their transactions or accounts are out of date.
3 votes -
assign item to project
Ability to assign items to a project is currently missing in the API, which makes Projects API totally useless to us.
7 votes -
Allow Quotes in API Previewer
Please add quotes to the API Previewer so we can test our queries easily.
6 votes -
Add some extra data to web hook events
Specifically for Invoices, some items like 'status' would help the code responding to the webhook to decide what to do - otherwise for every web hook event we need to access Xero to get the invoice - that's a lot of data when all I need is the status.
There may be a case for some other fields to be included.
1 vote -
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 -
Contact search should be case insensitive via API
While creating the sales invoice via API, usually we check if the contact is already created or not, to search the contact the name/keyword must be used in the same case that is available on Xero, if its different then it will not search.
1 voteHi Swapnil,
Thanks for the post.
We currently have a work around for the issue you are currently facing which may be of use.
It is possible to include ToLower() in the where clause when quering the endpoint. ie. ?Name.ToLower()=="{name}’
See the following commultiy thread for more information: https://stackoverflow.com/questions/60265042/can-xero-contacts-be-filtered-by-name-case-insensitive
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Multi-currency Bank Transfers
Currently, if I try and send a Bank Transfer through the APIs between 2 accounts with different currencies, I get an error response with the message:
"Multi currency Bank Transfers are not currently supported"
There is a field for the "CurrencyRate" in the documentation for GET, however, setting this for a PUT call, results in the same error message.
It's possible to do this through the UI as a user, it should also be possible to do this through the APIs.
30 votes -
Search option for items not reconciled
Search functionality to go through items not yet reconciled in statements/bank accounts such as credit card.
3 votes -
Search option for credit card or bank transactions
Enable a search option to go through transactions on credit card that have not yet been entered
1 vote -
Office 365 backup tool from EdbMails
Why Office 365 backup? Well, to put it simply, taking initiatives necessary to secure important organizational information is important to the survival of any organization. Attackers often target the information that is most sensitive and would fetch them the highest ransom. If recent trends and researches on these trends are anything to go by then these attacks are getting more sophisticated with each passing day.
The best way to protect the data most important to you is to be in complete control of it yourself. EdbMails Office 365 backup is a one stop solution that not only helps you create…
1 vote -
Expose project costs via the API
For a project ID, I'd like to get a list of associated cost/expense/time entries.
12 votes -
make xero identify duplicate bills import from another App eg Receipt Bank
it would be great for Xero to be able to identify duplication with synching data from other applications. Xero just can not rely on third party.
it's going to be better selling point for Xero .1 vote -
To generate OnlineInvoiceUrl while creating Invoices in single API call
Need to have a way to generate OnlineInvoiceUrl while creating Invoices in single API call so no need to do api calls twice to get the onlineInvoiceUrl using GET https://api.xero.com/api.xro/2.0/Invoices/9b9ba9e5-e907-4b4e-8210-54d82b0aa479/OnlineInvoice
3 votes -
Get the list of projects and invoices / bills lines attached
Currently, it is not possible to get the list of invoices / bills lines attached to a project. Neither via a report nor via API.
It's only possible to get the list of invoices for a particular project in the GUI and we are not even able to get an extract of that info.
We are using other operational systems and need to use this info. Plus, we would like to point out all invoices where there is no project attached and this is currently impossible.
That would be awesome if we could extract this via API.
Thank you
142 votes -
Xero Projects - Schedule Calendar API
The ability to display all projects created in Xero Projects to a Calendar.
That way you can see who is doing what on each day,week or month.1 vote
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