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Accounting API

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Accounting API

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581 results found

  1. 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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  2. 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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  3. 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.

    14 votes

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    2 comments  ·  Invoices  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. We at Rayvat Accounting have expertise working on XERO accounting software. We are partners with XERO and service many Australian clients on XERO.

    Rayvat Accounting provides quality XERO bookkeeping services to its clients on Xero. We are advisors on Xero Platform.

    See my work: http://www.rayvataccounting.com/work-methodology/xero-for-your-business/

    3 votes

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    0 comments  ·  Accounts  ·  Admin →
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  8. Please add the GL report to the API Reports list

    27 votes

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    2 comments  ·  Reports  ·  Admin →
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  9. 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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  10. 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

    1 vote

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    0 comments  ·  Admin →
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  11. 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 reports

    6 votes

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  12. Can you rewrite logic about ValidationException handling?
    For example, if several invoices will be posted to Xero and one cause validation error, no way to understand which invoice caused the error.

    Xero.Api.Infrastructure.Http.XeroHttpClient -> HandleErrors:

    var data = JsonMapper.From<ApiException>(response.Body);

    Here error response provides detailed information about who and why caused the errors.
    But during deserialization it just takes all validation messages and saves them to array without any other really important information.

    6 votes

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    2 comments  ·  Invoices  ·  Admin →
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  13. 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

    9 votes

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  14. 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.

    9 votes

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    3 comments  ·  Contacts  ·  Admin →
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  15. 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

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    0 comments  ·  Reports  ·  Admin →
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  16. 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

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  17. This is the error given to us when we try and send across an Overpayment that is reconciled. Please can it be implemented.

    4 votes

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  18. The Schedule of Planned Payments shows a total of the bills in £ Sterling. However we pay some bills in Euros, the total needs to show in Euros for those invoices.

    1 vote

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    0 comments  ·  General Requests  ·  Admin →
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  19. When you create a bank transfer, two bank transactions are created one on each bank account. There is no way to edit or reconcile the bank transactions that are created via the API. I would like the ability to do that.

    5 votes

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  20. I understand that you are using the Microsoft .NET JSON date format internally but would it be possible for you to return a more agnostic version of the date in a seperate field e.g. UpdatedDateUTCAlt?

    1 vote

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    0 comments  ·  Admin →
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