586 results found
-
2 votes
-
New Feature - Contacts Reform
• Contacts/Project Dashboard - The Contacts page could be improved with a dashboard of all relevant data for that Contact such as the P&L for the client and their projects. I would also like to see a Statement feature detailing all invoices and payments in journal display i.e. account debits and credits, filtered either by Contact and/or Projects.
• Sales Pipeline – A New Leads/Tenders/Quotes feature would allow the Sales team to add details for new clients and projects. Unsuccessful New Leads could be demoted to Old Bids which would keep the contact, bid and project details on the system.…
2 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 -
Add ability to delete Attachments
Using an A/R Invoice as an example, at the moment you can upload a new attachment, retrieve a list of attachments and download attachments. I would like to have the ability to delete an attachment - for example you might have uploaded the wrong attachment, but you need to login to the main Xero website to be able to delete the attachment.
4 votes -
contacts
I'd like to see each contact have their own email AND phone number, plus a note section i.e accounts/ workshop
Also, at the moment, the second contact must have an email - I'd like to be able to add a contact with as many or as little fields filled out e.g Sometimes all I need to add is another name with no email or phone number
2 votes -
Add label to the Url feature of Invoice and Bill
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 -
Expose reversal information in Journal endpoint
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 -
Increase the limit of API calls
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 -
Prevent me from adding new contacts so easily from the "Add Bill" (and similar) screens.
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 -
Identify which Bills are associated which which task
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 -
Purchase Order (where) filter
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 -
Save Bank Statements in xero
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 -
Expose more invoice reminder settings
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 -
Include account number on customer invoice report
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 -
Apply Branding Theme by name
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 -
Online ERP Software
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.
1 vote -
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
20 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.
18 votes -
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.
19 votes
- Don't see your idea?