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Accounting API

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582 results found

  1. 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.

    5 votes

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  2. 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.

    12 votes

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    1 comment  ·  Journals  ·  Admin →
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  3. eg get all transactions affecting xyz item for abc period? Qty and value.

    2 votes

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  4. Being able to update or unarchive contacts via the api

    43 votes

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    10 comments  ·  Contacts  ·  Admin →
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  5. 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.

    16 votes

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    4 comments  ·  Reports  ·  Admin →
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  6. I would like to get a contact's statement via API just like the case is for invoices.In the request, we provide contact name then the response is the statement of the contact.This will be a cool feature to have.

    35 votes

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    17 comments  ·  Contacts  ·  Admin →
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  7. 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.

    3 votes

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    3 comments  ·  Accounts  ·  Admin →
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  8. Right now, the only way to allocate a CreditNote to an Invoice is via a single API call to <url>/CreditNoteID/Allocations
    This severely limits the capability to have multiple allocations (exclusive) done at the same time. It would be wonderful to allocate CreditNotes to Invoices while their creation.

    17 votes

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    1 comment  ·  Credit notes  ·  Admin →
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  9. You've already created an app on Zapier, well done. But the app is very limited (Invoices, etc). Please add more object types. If most of your object types were there, we could integrate much easier with Xero. And Xero's technical cred would increase dramatically if the ease of moving Journals, Payments, etc were simply creating new Zaps.

    3 votes

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  10. My client need to add total discount on entire invoice rather than giving discount on each item.
    This would be great if we have such option.
    Thanks
    Sanjay

    6 votes

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    1 comment  ·  Invoices  ·  Admin →
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  11. 15 votes

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    4 comments  ·  Invoices  ·  Admin →
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  12. when using the universal search, the search never finds invoices or bills ending in 00. For example search for invopice number "2300" this will return zero results. If the search is conducted from within the Sales search the invoice can be found.

    This issue also relates to Purchase orders and bills ending in 00

    1 vote

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    0 comments  ·  General Requests  ·  Admin →
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  13. We will need that field to integrate with our external CRM system.

    1 vote

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  14. Would like to be able to access the journal narration through the API. Currently you can just access the line item reference but this requires too much coding effort by our bookkeeper and as such most reference lines are blank. However, every journal/transaction has a narration so would be great to access this.

    3 votes

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    0 comments  ·  Journals  ·  Admin →
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  15. Company Address that is selected during PO creation in Xero contains Phone number and Instructions. These parameters are not returned when we are pulling Company with addresses via API.

    We'd appreciate id this could be fixed.

    2 votes

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  16. I am an accountant, here is my suggestion i just create an app on xero and ask my clients to authenticate with the app. After authentication i need list of organisation of my client and basic organisation details .

    2 votes

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  17. Currently on the Dashboard you cannot see the quantity on hand. It would be easier for tracked items on the Dashboard to have a quantity column, so that it's easier for smaller firms to keep track and be able to place orders efficiently.

    5 votes

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  18. When adding Customers response with what Name is a duplicate,
    With Email Addresses give the email address that failed validation, I have a list of +-20 valid email addresses but Xero seems to believe one or all are invalid

    2 votes

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  19. Include as part of the Invoice api, a reminders node listing the date/s reminders have been sent, rather than expanding the separate InvoiceReminders request.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  20. It would be useful to see the Source of a bank transaction to tell if it was user generated, csv upload or from a bank feed. Currently it seems you can only access this via the Bank Statement Report.

    1 vote

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    0 comments  ·  Banking  ·  Admin →
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