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Accounting API

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582 results found

  1. Please add a label option so it does not show the label of the api. We use this to link invoices to bills and bills to invoices as they are related for our business.

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  2. Problem: if a Journal is reversed, Journal.SourceId may point to an invoice whose LineItems do not correspond to JournalLines.

    Proposed Solution: If a Journal is a reversal, expose the number of reversed journal via API, e.g.

    <Journal>
    <IsReversalOf>originalJournalNumber</IsReversalOf>
    ...
    </Journal>

    When it is useful: in the simplest scenario, when Invoice's LineItem is edited, the original Journal corresponding to the Invoice is reverted and new one is created. We end up with three Journals: Journal1 and Journal2 cancel each other, Journal3 reflects (the new version of) the invoice. Unfortunately, all three Journals have SourceID pointing to the (now modified) invoice. Consequently,…

    10 votes

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    1 comment  ·  Journals  ·  Admin →
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  3. It would be great if the limit of API calls is increased. That way we can make more requests to Xero and not have the connection destabilise. This affects our customer experience as our customers ask us always

    10 votes

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  4. I have batches of 20 or more bills to add at once.
    I want to do them quickly.
    I know the supplier name is already in Xero and that autolookup will find the name if I just type the first 3 letters.
    But alas! I hit the TAB key before the autolookup feature has worked, and now I've created a new supplier called Ral, or Mad, or Win, or Upg, or...
    Please fix this, it drives me mad.

    2 votes

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  5. When you associate a line item with a task, it is then an expense on that task. It would be useful to be able to query the task to retrieve information about the expenses.
    You will then be able to get an end to end of bill coming in to invoice going out charging for that bill.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  6. It is essential for our product to be able to filter Purchase Order by Contact, just like the Invoice end-point;
    Furthermore, having a symmetrical capabilities in "major" end points is a believe important to have - http://developer.xero.com/documentation/getting-started/http-requests-and-responses/#title3.

    23 votes

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  7. It would be great if there were somewhere within each of the Bank Accounts where we could upload/scan and store Bank Statements within xero as auditors need to see these regardless of whether we say that the account is reconciled.

    3 votes

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    0 comments  ·  Banking  ·  Admin →
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  8. The only invoice reminder setting exposed via the API is whether reminders are enabled for the organisation.

    This request is to expose more invoice reminder settings (e.g. rules, templates). Please let us know in the comments which settings you'd like exposed and whether you'd like to update them as well as retrieve them.

    22 votes

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    16 comments  ·  Invoices  ·  Admin →
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  9. Allowing the Customer Invoice Report to have an Account Number Field as more and more accountants use customer numbers rather than the customer name.

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  10. Currently only way to add a Branding Theme to an invoice via API is by specifying the BrandingThemeID parameter.
    This is rather impractical as BrandingThemeID has to be unique across all of Xero, so if you hardcode the ID for your real Xero organization, when you go to try something with your demo organization, this will fail as ID is not the same, even if the name is.

    On the other had Xero already forces you to have unique names for your branding themes, but these are supposedly only unique within your organization, so you could have a Branding Theme…

    15 votes

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    13 comments  ·  Invoices  ·  Admin →
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  11. Gain ERP offers enterprise class Accounting, Billing, Inventory and SaaS model services for the SMB market. The team leverages open source technologies and Google Cloud Technologies to lower project costs and strengthen the customers business.

    https://www.gainerp.com

    1 vote

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    1 comment  ·  Accounts  ·  Admin →
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  12. A notes panel on the dashboard would be great so other people in your organisation can see what the procedures are with that client.
    there is a place to put notes in Practice Manager.

    2 votes

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  13. This request is to expose a boolean value to determine whether invoice reminders are enabled for a particular contact.

    Please let us know in the comments if you'd like to update this value as well as retrieve it.

    19 votes

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    7 comments  ·  Contacts  ·  Admin →
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  14. This request is to expose a boolean value to determine whether invoice reminders are enabled for a particular invoice.

    Please let us know in the comments if you'd like to update this value as well as retrieve it.

    18 votes

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    5 comments  ·  Invoices  ·  Admin →
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  15. When a contact is created in Xero it is not until after an invoice has been created that it gets converted to a customer (or supplier). Which is expected.

    However when the "If-Modified-Since" filter is used on the GET Contacts endpoint where the "If-Modified-Since" date is after the contact is created but before the conatct as made into a supplier (i.e. after the isCustomer or isSuppler flag flips from false to true in the body of the Contact response) then the contact is not returned in the response.

    I sugget a change that when a contact is converted to a…

    6 votes

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    1 comment  ·  Contacts  ·  Admin →
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  16. Hi I want to create on extra filed on Invoice and want to access that extra custom field should api and want to get and set that value of custom field using api.

    Waiting for your reply thank in advance.

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  17. When paying a Bill in Xero you can check a box "Pay by Check". This will add a new "check" to the list of checks and the user can print these checks and mail them.

    Would be helpful to allow this via the Payment API endpoint

    20 votes

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  18. I assign a purchase to a customer. I then go to invoices and add that purchase. at the end of the month my boss goes through the draft invoices and deletes some assigned purchases off the invoices. The deleted purchase stay under that customer which becomes annoying. right now I have to go to the purchase, edit it and unassign it. seems like a long process.
    from the dropbox above the description box in the invoice I would like to be able to have a choice to unassign customer, so that purchase no longer shows.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  19. Each business is different and requires different information and fields. = it would be great to be able to customise or add fields.

    currently you can from the purchases to assign expense to customer - Give a Reverse for this option and put this to a sale screen and assign expenses - This would help eliminate double entry as we enter sales before purchases.

    Let us customize to suit our businesses!!

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  20. From Quote to purchase orders to approved Works in Progress orders with reporting ability. Frustrated.

    1 vote

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    0 comments  ·  Quotes  ·  Admin →
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