Accounting API
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574 results found
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Add a notes panel to the dashboard
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 -
Expose whether invoice reminders are enabled for a particular contact
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.
38 votes -
incorporate LawPay into your payment services options
Many lawyers cannot use just any Merchant Services provider, but Law Pay provides the necessary features for firms. It would be great if you could partner with them as Clio does.
1 vote -
Include contacts that have been converted to customers (or suppliers) when "If-Modified-Since" filter is applied
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…
15 votes -
I want to store custom value on invoice and get the set that custom file value using API
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 -
Create a payment and mark "Pay by Check" via API
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
41 votes -
Posting receipt of payments on Invoices or downloading of receipt pdf of the payment
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.
34 votes -
unassign customer purchase while on an invoice
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.4 votes -
Expose whether invoice reminders are enabled for a particular invoice
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.
37 votes -
Let us customize - Add/ Create fields to suit our businesses!! Myob does.....
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 -
From Quote to Works in Progress orders with reporting ability
From Quote to purchase orders to approved Works in Progress orders with reporting ability. Frustrated.
1 vote -
Add assign purchases field to the bottom of sales /invoicing screen - this option is available in purchases but not sales.
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 -
Manual Journals: Add Customer and Business unit to the API
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.
4 votes -
Add the ability to download PayRoll files (either ABA files or transaction Files)
It would be terrific to be able to download information about PayRoll payments, either in the ABA format or some other form.
It appears all the information is inside Xero somewhere, it is just not exposed.
For example, Company A has two employees Jen and Joe.
Jen earns $12,000 in one payrun with $2,000 going to one bank account and $10,000 going to the second.
Joe earns $7,000 in one payrun going to a single bank account.
The total is $19,000.
It would be good to be able to get this information out of Xero via an API
3 votes -
Be able to filter by items inside a list. e.g. Filter invoices by Line Item's Tracking Category
Be able to filter by fields inside an object which has lists. Such as Invoice's Line Items.
These fields contain important information such as tracking category, amounts, totals which would be a good functionality if one is able to filter using these information so to create more detailed reports14 votes -
add line item ids to manual journal lines on GET and POST successful responses
this will make it possible to keep local data linked to manual journal lines up to date and in sync with changes made in xero
24 votes -
API access to General Ledger report
Please add the GL report to the API Reports list
66 votes -
TaxNumber type field
Contact entity has a field to store Tax number type (EIN, SSN, ITIN and ATIN). This field is accessible via UI or in exported csv file, but not accessible via API, while "Tax Number" itself can be read using API.
26 votes -
add an option BankSummary to include accounts with zero balances and no transactions
When an account has a zero balance and no transactions for the specified time period in the Bank Summary Report, it is excluded from the returned data.
The request is to provide an optional parameter, 'includeZeroBalances' or the like, that includes these accounts and displays them in the report with zero balances.
3 votes -
Create API to get information from Inventory reports (sales by item)
I would like an API which tells me the same information as I can see in the Sales by Item report, this would mean I can see how much I sell in a month, or selected dates, of a particular item.
For example I have an item called hourly rate I would like to GET the total invoiced in the month for hourly rate
3 votes
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