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Accounting API

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541 results found

  1. Memorized Reports access through API

    Customised reports (Memorised reports templates/Save Report templates) created in XERO account should be available through API Call.

    1 vote
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    0 comments  ·  Accounts  ·  Admin →
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  2. AccountID to come across with Payments when getting Invoices from Xero API.

    Hi there,

    At most when I am doing a GET for Invoice details; the payment details that come across do not have the AccountID

    This is the maximum amount of information I am ever getting from a Payment on an Invoice

    PaymentID => 22974891-3689-4694-9ee7-fd2ba917af55
    Date => 2017-10-18T00:00:00
    Amount => 148.50
    Reference => Chq 409

    But if I do a Get on the Payment ID I can grab the full details;

    Can we get the AccountID to appear within the Payments array of a GET Invoice request?

    Thanks

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. Pass the PDF attachments when sending an invoice through the Xero to Xero network

    Currently when you send an invoice via the Xero to Xero network it does not pass a PDF copy of the invoice as an attachment.
    You have to download and re upload the PDF which takes away from teh benefits of sending through the Xero to Xero network

    9 votes
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    1 comment  ·  Invoices  ·  Admin →
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  4. Allow Bulk allocations via API

    Right now, if we want to allocate multiple invoices to CreditNotes, the only possible way is to have an API call for individual Allocation.

    It would be very helpful if we could have a bulk Allocation API available. Where all the allocations can be made (One to Many or Many to Many) in a single API call.

    97 votes
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  5. new Bin Location field for Tracked Items will assist Warehousing and Inventory Management

    it would be useful to have a field which can be used to specify the warehouse location of the item needed for pick and packing

    8 votes
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  6. amend the account transactions report

    include the proper payment or sales description inputted. The report currently shows the supplier / customer in the description column and doesn't pull through the actual description e.g. flight for programme manager to attend conference.
    I need separate columns for the description I entered and for the supplier /customer for donor reporting and I currently have to mess around with several different reports to put the information together for our donor.

    1 vote
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  7. Tracking Summary Report with Account Groups and Tracking Categories

    Xero is awesome for Financial data management and manipulations. Its API providing the extra strength to Xero for integrating Xero with other webapps. Of course Most of the APIs are in still Xero Development Phase, But we need an extensive API for getting the reports(at minimum Tracking Summary Report) to make the use of tracking summary data inside webapps.

    7 votes
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    0 comments  ·  Reports  ·  Admin →
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  8. Update Journal API to support filtering based on the Date field OR a general where clause

    Currently, you can' t get Journals based on posting date (the Date field in Journal). It should be supported as it is more relevant than the if-modified-since filter. In general, the Journal API should support the where clause.

    30 votes
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  9. Implement support for the reference field in the new Overpayment and Prepayment Endpoints

    The addition of Overpayment and Prepayment endpoints, for us is still not functional with the addition of the reference field in these. Without this there is no robust way to save a prepayment at one point in time, then be able to look this prepayment up later to be used for allocation purposes.

    Same problem for Overpayments.

    Hope this can be added very soon as we are looking forward to the XERO api having proper Prepayment support.

    35 votes
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  10. 1 vote
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    0 comments  ·  Banking  ·  Admin →
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  11. Replace / Fix inaccurate text when non-Admin user attempts to connect via API

    This idea will take about 15 minutes to implement, so I hope it is looked at soon.

    When a non-Admin user attempts to connect a Partner App to Xero via the API, they are given an inaccurate message. The message reads

    "You don't have a Xero Organisation yet."

    This is inaccurate, as they often do have a Xero Organisation but are not an Admin. This leads to wasted time, support calls, irritated users, and unhappy partners.

    Please replace that above message with something like

    "You are not an Administrator of any Xero Organisations yet."

    https://breadwinner.com/wp-content/uploads/2017/12/Xero-inacurate-error-message.png

    2 votes
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    0 comments  ·  Authentication  ·  Admin →
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  12. Web Hook - Notify on bill change

    Can web have a web hook that notifies on bill events such as in the below list so that bills that are entered through the API can be updated by the Xero web hooks service on business servers...

    Proposed events...
    - Bill Update (such as adding or removing line items, changing bill numbers, etc)
    - Payment recorded against bill
    - Credit note applied against bill

    2 votes
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  13. Be Able To Get Customer Credit Rating Through The API

    Given that credit ratings can now be shown for customers in the main application I would like to suggest that the credit rating, even as a number or as a descriptor (matching the rating gauge in the main interface, be made available through the API in the contact payload data so that when viewing customer data through the API the credit rating can be seen as well.

    2 votes
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    0 comments  ·  Contacts  ·  Admin →
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  14. Get Journals by Account Type

    I need to get all those Journals which involves a Bank account. (i.e. one of its JournalLines has an account of type Bank).

    Note that If I get all journals using Journal API, it is very time consuming. I hope to use the Journal API in such a way so that it only returns those Journal which involve a bank.

    26 votes
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    1 comment  ·  Journals  ·  Admin →
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  15. Be able to do a GET on item transactions

    eg get all transactions affecting xyz item for abc period? Qty and value.

    2 votes
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  16. Include statementLineID in Bank Statement report

    In lieu of a Bank Statement endpoint, including the statementLineID in Bank Statement report would be really helpful

    We present a view of the Xero bank statement and show the bank account balance in some of our reports. It's difficult to reliably keep the bank statement in sync without some kind of unique ID on the statement line.

    46 votes
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    4 comments  ·  Reports  ·  Admin →
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  17. MyXero API - read, create, update organisations associated with my account

    Provide an API that replicates the features of My.xero.com where a user can see all organisations connected to a user login, create new organisations and update organisation details.

    12 votes
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    0 comments  ·  New APIs  ·  Admin →
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  18. update archived contacts

    Being able to update or unarchive contacts via the api

    112 votes
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    6 comments  ·  Contacts  ·  Admin →
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  19. Support BankTransaction.reference on GET request

    According to BankTransaction documentation found at https://developer.xero.com/documentation/api/banktransactions
    Reference is currently supported on Receive and Spend transactions.


    Reference Reference for the transaction. Only supported for SPEND and RECEIVE transactions.

    Is there a reason why this is not supported?

    When I create a BankTransaction through either Xero UI or API, reference is stored and shown on UI; however, it is not available through BankTransaction API.

    7 votes
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    3 comments  ·  Accounts  ·  Admin →
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  20. Complete the API

    The ability to add Branding Themes, Tracking Categories through the API.

    3 votes
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    0 comments  ·  New APIs  ·  Admin →
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