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Accounting API

← Customer Feedback for Xero API

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551 results found

  1. Be able to email attachments on invoices

    When I send invoices to customers I have to attach the correlating support data to the invoice. At the moment I can attach the support data but I can't email it out from Xero. I therefore have to download each invoice and then manually generate an email from my email system for each customer in order to attach the data and invoice in a single email... a laborious process at the start of each month!

    Life would be so much better if I could email attachments along with the invoice directly from Xero. This functionality is literally the only thing…

    47 votes
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    6 comments  ·  Invoices  ·  Admin →
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  2. Allow Bank Transactions - Receive Type to allow a line with a Quantity and zero dollar line/unit amount as does the UI..

    The UI allows for a bank transaction line with a quantity but zero dollar unit amount and line amount. The API should allow the same function.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  3. Make an option to view/print purchase and sales bills in the organisation's base currency

    Make an option to view/print purchase and sales bills in the organisation's base currency

    3 votes
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    0 comments  ·  Accounts  ·  Admin →
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  4. sales tax report

    Able to access the Sale Tax Report via the API

    18 votes
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    0 comments  ·  Reports  ·  Admin →
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  5. Exposing organization's timezone in ISO 8601 format

    Currently Xero API exposes the timezone via Organisation endpoint as text eg. <Timezone>NEWZEALANDSTANDARDTIME</Timezone>

    25 votes
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    1 comment  ·  General Requests  ·  Admin →
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  6. Capitalise the A in Are you still there!! It is really annoying to see it in lowercase

    1 vote
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    0 comments  ·  Admin →
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  7. View community posts as JSON

    This is for the community forum.

    I specifically want it to be able to fetch reviews about a company as we are looking to build a dashboard that combines all of the platforms that we get regular reviews on (Shopify, Xero, GetApp, Capterra) in order to better manage this process.

    For example, it would be good to be able to fetch this as JSON.

    https://community.xero.com/business/topic/2206861/

    1 vote
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    1 comment  ·  New APIs  ·  Admin →
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  8. get contact when creates or update

    How can we get Contacts when they are created or updated using c#??

    1 vote
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    0 comments  ·  Contacts  ·  Admin →
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  9. Give the API the ability to provide the minimum of every report that Xero has

    I have found an awesome tool by Quick Win Development (http://www.quickwindevelopment.com/) that allows us to extract data via the API straight into Excel.

    Because 80% plus of the reports I ever generate in Xero are exported directly to Excel, please can Xero build into the API the ability to replicate every report currently supplied by Xero, as a bare minimum seeing as though the Reports are diabolical compared to other accounting systems. Particularly for me the P&L by month for a start/end date period.

    Thanks
    Murray

    51 votes
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    1 comment  ·  Reports  ·  Admin →
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  10. add an intercompany loan account

    I have a few clients who have a Group of companies, transactions between them are posted through an intercompany loan account, which needs to be reconciled. It would be great if transactions posted to that account appear in a linked company and a check is made to show that the loan accounts balance.

    5 votes
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    0 comments  ·  Accounts  ·  Admin →
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  11. create a new report for suppliers customers

    We need a report which can show all activity in suppliers/customers ledger by date ie invoice date, description, payment date. I cannot see anywhere a report like that which would be very useful.

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  12. Make the BrandingTheme for a contact customizable

    Currently the field 'BrandingTheme' is only returned on a GET request. We would like to have this field customizable, so we can change the theme used based on info in our CRM

    28 votes
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    4 comments  ·  Contacts  ·  Admin →
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  13. Be able to specify the company required at login

    We are operating with multiple companies within a single Xero account. It would be more secure if we could pre-select a company rather than leaving it to the user to select one after they have logged on.
    In PHP we call
    $XeroOAuth->request('GET', $XeroOAuth->url('RequestToken', ''), $params);

    i.e. Can we include the company in the $params?

    10 votes
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    0 comments  ·  Authentication  ·  Admin →
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  14. on the Dashboard have a post it note where you can leave messages for other users that log in!!

    would be great on the Dashboard to have a post it note.
    you can then leave info for someone else who might log in from a different location...where you can edit it delete txt when done etc.

    1 vote
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    0 comments  ·  Admin →
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  15. Be able to print an overview of quotes and invoices

    If I want to print an overview of quotes and invoices, I have to "print screen" it would be great to have a print overview button

    3 votes
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    0 comments  ·  General Requests  ·  Admin →
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  16. integrate batch payment export into a banks payment system

    I believe it is possible to export a batch payment file for subsequent import into your internet banking solution. It would create efficiencies to build outward direct bank feeds to set up payments on Bills. Then make it available via the API to set due/ payment dates and create payment batches.

    23 votes
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    3 comments  ·  Banking  ·  Admin →
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  17. be able to retrieve account transactions via the api.

    Provide an API to retrieve the transactions of an account. (e.g. something like this Profit & Loss report-> click on the YTD value of an account)

    More discussion in the thread https://community.xero.com/developer/discussion/326819/

    1,217 votes
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    72 comments  ·  Reports  ·  Admin →
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  18. cater for invoices to be drafted/prepared off-line

    I normally work in areas where mobile/cell signals a poor. I therefore have to keep a separate Timesheet and invoice when I am back in the office. I find this incredibly irritating, because invoices done later always take a lot longer. My own accounting system based on spreadsheets did not have this restriction. Xero may in the long run save my bookkeeper some time, but for me, the person at the coal face, it is quite a lot less efficient because of this inability to do invoices on customer sites.

    1 vote
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    0 comments  ·  Admin →
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  19. email notification

    As a manager, I would like to receive an email notification when an employee submits a new expenses through Xero.

    4 votes
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    0 comments  ·  Receipts & Expenses  ·  Admin →
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  20. Approved Invoices:: Should have the facility to "Revert it back to draft"

    Once an invoice is approved, it should have the facility to "revert it back to draft"

    It is because of the reason that mostly, my client ask me to approve the invoice and then says that it's not yet approved and then i don't have the facility, ultimately it is showing in our accounts that an overdue invoice is available, which is actually not yet approved.

    Xero should facilitate us in such a way.

    Thanks
    Hassan

    132 votes
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    not planned  ·  23 comments  ·  Admin →
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