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Accounting API

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577 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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    9 comments  ·  Invoices  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. Add "Assign purchases" field to the bottom of sales /invoicing screen - this option is available in purchases but not sales.
    We assign expenses to customers while invoicing - If we have multiple trades it would make life easier if at the bottom of the sales invoice scsreen i could assign billable expenses here.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  19. On XERO online portal, when we add a payment we can send a receipt to customers email. Similar way can we have this feature via api. Either by posting receipt on payment acceptance or download receipt pdf of payment. This is something must have feature.

    13 votes

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    2 comments  ·  Invoices  ·  Admin →
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  20. There is currently no wat to choose Customer or Business Unit on the line item in the Manual Journals, that I can see.

    I am using the c# api.

    2 votes

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    1 comment  ·  Journals  ·  Admin →
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