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Accounting API

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582 results found

  1. I would like to be able to post over-payments to a control account instead of to a bank account as all other regular payments can be done to control accounts.

    If you attempt to post an overpayment via the banktransactions endpoint to a non bank account , you get "the specified bank account details does not match a known bank account" error.

    However, it is possible to post an overpayment to a non bank account via the UI. It would be great if this could be replicated via the API

    1 vote

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  2. Add location and warehousing feature and also avail lot tracking facility

    2 votes

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  3. Allow selection of email template from the API when emailing an invoice.

    POST https://api.xero.com/api.xro/2.0/Invoices/aa682059-c8ec-44b9-bc7f-344c94e1ffae/Email
    Body:
    {"Template": "3d4a46af-bb29-481a-85e1-37f59f0724d6"}

    34 votes

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    8 comments  ·  Invoices  ·  Admin →
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  4. Ability to pull down tracking category information on trial balance report through API

    5 votes

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  5. GET https://.../Invoices?order=UpdatedDateUTC%20DESC&page=2

    OR

    GET https://.../Invoices?order=UpdatedDateUTC%20DESC&id=12345

    Either way both return 100 results either starting at page 2 or at object with id 12345

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  6. We have just changed from SAASU and I was very surprised (and disappointed) that there are no supplier item codes in XERO items.

    It is common practice that companies are not able to use the same item code as the supplier for their own purposes.

    We would have thought that this would be common practice with accounting systems.

    1 vote

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  7. Currently only 4 fields are supported through the API for Bank Transfers transactions – Amount, From Bank Account, To Bank Account & Date.

    It would be great if the remaining fields that are available via Xero's UI could also be supported in the API:
    API - namely:
    - From Account: Accounts Export Branch
    - To Account: Accounts Export Branch
    - Reference
    - 2 Amount fields (if From & To bank accounts are in different - currencies).

    1 vote

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    0 comments  ·  General Requests  ·  Admin →
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  8. This will enable us to sync credit notes locally as well as the invoices.

    67 votes

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    working on it  ·  14 comments  ·  Accounts  ·  Admin →
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    • need API endpoints for this so that we can customise and show full summary of an account as otherwise the API is very2 not helpful for customisation. Thanks XERO for great job to date but this issue has a lot of requests in the forum.
    1 vote

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    0 comments  ·  Admin →
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  9. Invoices has a filter of InvoiceNumbers. But this functionality is missing from Credit Notes even though Credit Notes are basically a negitive invoice. We need to be able to query for the status and existence of Credit Notes but keep hitting our API rate limit. We are using an WHERE OR statement but it's slow and we cannot check more than a few credit notes at a time.

    2 votes

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  10. We receive payments from online services (stripe and paypal) and programmatically add an invoice as well as a payment for the invoice and the fee from the charge.

    When the bank charge comes from the bank we go in and manually match them with the payments. With PayPal this is easy because they come in and match 1:1 with the payments and fees. With stripe it's not so easy becaue our daily payout contains dozens of fees and charges.

    We would like to programmatically match these. Note that this is NOT the same as reconciling a bank statement, I think…

    7 votes

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  11. Expose an isDeleted flag or something similar when pulling down Journal Line entries.

    2 votes

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    0 comments  ·  Journals  ·  Admin →
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  12. Can we please have the ability to view all additional contacts, first name, last name and email address, if we use the GET request to pull ALL contacts.

    At the moment this is only viewable, by looking up individual contacts which can quickly use up API calls which I need for the other applications of my web app.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  13. Provide support to mutate the batch payment fields on a contact through the API. They are currently read only - https://community.xero.com/developer/discussion/77542892

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  14. Allow the count and or the list of unreconciled items in the bank feed to be exposed via the API

    31 votes

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    19 comments  ·  Banking  ·  Admin →
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  15. Similar to the fixed assets tool, we need a way of amortising prepaid things like yearly software subscriptions
    A system similar to the fixed assets register depreciation tool, a current assets register could automatically track and consume prepayments according to a defined schedule

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  16. 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

    4 votes

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    0 comments  ·  Reports  ·  Admin →
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  17. Looking to export User Login History - either from a practice point or from the Xero Organisation point - you can find this information in Settings > Users > Login History, but I can't find a way to export via API.

    2 votes

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  18. Enable the total number of units across all line items on an invoice to be automatically calculated.

    5 votes

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    3 comments  ·  Invoices  ·  Admin →
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  19. Since overriding of line item's tax amount is possible in Invoices endpoint, same capability should also be possible in BankTransactions endpoint.

    11 votes

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