582 results found
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allow Xero-to-Xero connection to reconcile balances between connected companies.
I'm new to the concept of connected companies, despite having about a dozen related companies all on Xero for several years. Until now, we've manually captured the invoices that get raised between the companies.
Is there not a dashboard tool of some sort that could get added, so show the balance owing in one company vs the balance receivable in another, thus allowing easy confirmation that the balances reconcile and that all transactions have been considered by both parties?
1 vote -
fix the Balance Sheet report via the API to support periods and timeframe
You have recently completed "fix the Profit and Loss report via the API to support periods and timeframe", but not for Balance Sheet.
This means can't do weekly cashflow reporting as balance sheet items are end of the month only which defeats the purpose of the P&L fix as need to balance this across to the balance sheet.
Should be able to do as at any date.
BUT can do this report via the Xero Reports in Xero. Needs to be consistent.
1 vote -
Sort your reports out
Why are Xero reports so frustrating??? Is it just me?
Another one that has wasted extreme amounts of time, the vat audit report.
Why is it spread over a ridiculous area so you have to view it in wide view to see any useful information. What is the point? It fits it on a normal view then expands itself and you lose half the useful information?
Then you have to randomly click all the blue underlined options to find the ONE that drills down to the detail. You check what you need to - ie why the hell there are…1 vote -
Be able to add new user to Xero via API
To be able to add new user via API and connecting it with Employee, Customer, and Supplier
10 votes -
Bank Rules Ideas
Hello, I have a couple of ideas...
1. Add Alphabetical SORT feature in Bank Rules
2. Duplicate an existing Bank Rule, slightly modify and choose a different bank account to add it too.
Thank you
Warm regards
Christel2 votes -
Specify date range in Chart of Accounts
When you drill down to the transactions within a particular account in the Chart of Accounts it would be handy to be able to specify a date range so you see the transactions within that date range only.
2 votes -
prepayment
Update documentation for Prepayment allocations. In current documentation you get the feeling that prepayment can have allocation only on Invoice, but if you send CreditNote or another Prepayment it works correctly.
It would be awesome to write this down in documentation and next time name the element TransactionID, or somehow so you don't think only Invoice is supported.
http://developer.xero.com/documentation/api/prepayments/#title6
2 votes -
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 409But 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 -
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 network3 votes -
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.
35 votes -
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
4 votes -
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 -
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.
3 votes -
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.
13 votes -
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.
19 votes -
1 vote
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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
1 vote -
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 bill1 vote -
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.
1 vote -
Complete the API
The ability to add Branding Themes, Tracking Categories through the API.
3 votes
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