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Accounting API

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582 results found

  1. 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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  2. Be able to create and manage repeating journals via API

    6 votes

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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. Customised reports (Memorised reports templates/Save Report templates) created in XERO account should be available through API Call.

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  14. 'Upon searching for imported/feed bank transaction, to click on said found transaction to enter/create details/transaction & reconcile'.
    I have a lot of US Dollars transactions that come through the credit card & bank account - I need to search for the AUD value before I can input it via the bank feed 'bank statement' tab. Many are once off suppliers, so no need to enter bills - esp as I dont get paperwork with AUD only USD. It would be great if I could then click on said found transaction to complete the process and reconcile. Even if it takes…

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  15. Now online invoice URL is available through the API, Please provide online credit note URL through the API.

    31 votes

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  16. We would like xero to build an API to extract the report called "Expenses by supplier". Currently to extract spend by supplier we have to extract all payments and bills and build this back up ourselves.

    2 votes

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  17. I want to create a tracking option ((i.e) Add tracking option) under the respective tracking category, using Xero tracking category API for my organisation. But while creating data using 'put' Requests method, it is not creating.

    I am using the below condition in python:

    response = requests.put(url=url, auth=oauth, data=xml_string)

    I want to know, what is the format for the data to be updated in the requests, for both content type xml/text and application/json.

    xml_string and url, I given is below:

    xmlstring='<Option><Name>S11963</Name></Option>'
    url = 'https://api.xero.com/api.xro/2.0/TrackingCategories/{Tracking
    Category}/Options'

    where Tracking_Category='620815a2-a7c6-4b85-8b01-ffb254ab34ad'

    Error: <ApiException xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">\r\n <ErrorNumber>500</ErrorNumber>\r\n <Type>UnknownErrorException</Type>\r\n <Message>An error occurred in Xero.…

    2 votes

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  18. 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

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  19. Add a 'planned date' box for when you create a new supplier invoice to save having to change screen (e.g payments are made 35 days after receipt of invoice or a particular day each week). Currently you have to change the screen to enter the planned date.

    1 vote

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  20. I would like to have the value of "Quantity on Order" field while making GET request to items.

    1 vote

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