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Accounting API

'Provide superannuation payment data through the API' has been merged into this idea

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Accounting API

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589 results found

  1. When a quote is accepted by a customer, add the option to call a webhook.

    This would allow for integration with job tracking software and a secondary call to the quote API (https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/7040008-quotes-via-the-api) would allow me to retrieve the relevant information (customer, description, line items etc) in order to generate a job sheet for the accepted quote with all the relevant data for workers to begin the job.

    18 votes

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    planned  ·  3 comments  ·  Quotes  ·  Admin →
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  2. Can you please add a feature similar to Sage that copies the cell data above when pressing F6. Great for entering sales and purchase invoices rather than having to select from drop-down lists etc - would save so much time. ie, descriptions and our specific analysis cells.

    1 vote

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    0 comments  ·  Admin →
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  3. The idea is to traverse the checks object, and the transaction associated via API. In the end should be able to jump to associated transaction and download attachments too.

    32 votes

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    1 comment  ·  Admin →
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  4. For some integrations we want to only ever read from Xero. One great example is when we replicate a production Xero system into a test system. In those cases we NEVER want to write to production. Other cases are where clients only want data extracted from Xero.

    This seems a simple ask - just disallow PUT, POST, and DELETE, and allow only GET.

    Cheers,
    Daniel

    3 votes

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    1 comment  ·  Admin →
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  5. The sending of receipts is fine for one off... but when there are many, it becomes tedious. Could it possibly be enabled to be invoked from the API, so that a whole lot could be sent automatically?

    4 votes

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    2 comments  ·  Accounts  ·  Admin →
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  6. With Webhooks enabled, it is pointless to have the webhook send the same data back to us when we are posting the data to Xero.

    9 votes

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    2 comments  ·  Invoices  ·  Admin →
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  7. If the webhook listener goes offline, the webhook server will try to send the data with increasing delays up to 24 hours where it will stop.

    The issue is that if our listener crashes during an extended period of time, we might have to wait for an extra long period of time before it is retried.

    Adding a "Retry now" button would allow devs/admins to restore the webhook to their "OK" status much earlier (ie. as soon as the listener has been fixed).

    3 votes

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    planned  ·  2 comments  ·  Admin →
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  8. Many thanks for adding Invoice/Contact webhooks. We'd love to get inventory items to be the next cab off the rank.

    Syncing stock for tracked items is what we're trying to achieve. So if we could be told when inventory items have changed, specifically in terms of QuantityOnHand.

    12 votes

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  9. Currently the Xero UI allows users to copy a purchase order to a bill which is useful for tracking an order through to payment. This functionality however is not present in the API. The API also does not provide any reference between a bill created in this way and the original PO, so it is impossible to determine whether or not a Bill was created in this way.

    I propose that the API enables a few things:

    • Provide the bill/invoice/purchase order ID with the original purchase order. This ID would be the newly created records ID and allows us to…
    8 votes

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    0 comments  ·  Invoices  ·  Admin →
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  10. Be able to create and manage repeating journals via API

    6 votes

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  11. We need to automatically recognize certain payments withing the daily bank feed statements and create overpayments on the respective client accounts.
    The information is already available as the lines of the statements are available in the portal so it is just a matter of exposing it through the API.
    Currently this is done by our accountant which takes a lot of his time for no good reason as this can easily be automated.

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  12. Currently there is no option to include the files to be sent in email to customer with object e.g. Invoice.

    Attachments API has an option includeonline to specify if we want to send the attachments in the email to the customer.

    Also there is an issue to include multiple files via the attachments API. I have added 2 files via the attachments API to invoice only one of them is showing as included online but other file need to be manually included via Xero GUI

    2 votes

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  13. Currently paging is not available on the repeating invoices API call. We have a client who has too many repeating invoices for Xero to return, and without paging there is nothing we can do to get the repeating invoices data out of Xero's API.

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  14. It is frustrating when i send statements or invoices and i have to go in and individually delete the sales emails and other general contact details. I have them all ticked to include in emails though as I need to send my invoices to accounts payable and the salesman but statements go to another accounts person . When we purchase from the same customer we have to send to accounts receivable. It would be great to have different Contacts so when i click send statements i dont have to delete the rest of the contacts.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  15. It would be useful to have a total record count in the response when executing GET requests against the Xero Accounting API, especially in those instances where paging is being used.

    For example, a GET request for Invoices could return:
    {
    "Id": "xxx",
    "Status": "OK",
    "TotalRecords": 6721,
    "Invoices": [
    ....
    ]
    }

    The use case for this is if I have an application that wants to display invoices to the user (without data replicating into the app), I'd like to display those in a paginated list. But there's no way for the app to know how many pages of Xero…

    30 votes

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    1 comment  ·  Invoices  ·  Admin →
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  16. Now that the Webhooks for Contacts and Invoices is in open beta please add support for the Payments endpoint as the next endpoint to be supported. Many of our customers need to be notified when a customer has paid an invoice and update their internal CRM systems. Would love to be able to do this without having to poll for new payments.

    7 votes

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    1 comment  ·  Admin →
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  17. Apparently there is an unique index on Item codes which is case insensitive, i.e. you can not create a different item with the same code with a different case. However the API doesn't allow case-insensitive search on item codes, which is really awkward. This is a big problem when you get an error when inserting a new item because of an earlier item with the same code but different case. It's very hard to find the original item in this case.

    7 votes

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  18. It would be good to be able to get the usual payment days number which is shown in Xero's contacts page through the API in order for displaying that data in in house software used to rate customers payments against their established payment terms.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  19. For UK VAT registered organisations, allow the date of the last VAT return submitted to be exposed via the API

    2 votes

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  20. Allow the last date any bank feed was refreshed to be queried for an organisation via the API

    2 votes

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    0 comments  ·  Banking  ·  Admin →
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