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Accounting API

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576 results found

  1. have a method to Download/Export BACS payment file in API

    have a method to Download/Export BACS payment file in API

    1 vote
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    0 comments  ·  Files API  ·  Admin →
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  2. GET Organisation: expose 'edition' field

    It would be useful for us (and I'm assuming others) if you were able to find out which edition (Starter, Standard etc) of Xero an organisation was configured as

    https://community.xero.com/developer/question/37641416

    1 vote
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  3. Fix broken linq count() processing on anything that is pagged like journals. Count is defined as the nuber of records, and cannot be pagged.

    Fix linq count() to match stanadard, not massed up version..
    Count cannot be paged, this is very basic..

    5 votes
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    1 comment  ·  Journals  ·  Admin →
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  4. Filter reconciliation to show only monies received

    When one is a bit behind on the reconciliations I think it would be useful to be able to filter the statement lines which need to be reconciled to show monies received only so that invoices can be quickly reconciled and overdue invoices sent off to clients. This would save trawling through pages of statement lines or searching payments in online banking then searching for that transaction among the reconciliation pages

    3 votes
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    0 comments  ·  General Requests  ·  Admin →
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  5. Create Bank Transaction via API problem

    Hello. I use Xero API and I got the problem with bank transaction method.
    Does bank account should be "enablepaymentsto_account = true" for this or not?
    Thanks

    3 votes
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    0 comments  ·  Banking  ·  Admin →
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  6. Add 'does not contain' to the list of filter options in bank rules

    I have a group of transactions coming in through the bank where only one small part of the refence is common to them all - this I have used for a bank rule.

    However, there are other transactions including this small suffix which get accidently picked up from time to time - I would like to be able to exclude these from the bank rule to prevent accidental mispostings.

    1 vote
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    0 comments  ·  Banking  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 1 vote
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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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

    29 votes
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    4 comments  ·  Contacts  ·  Admin →
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  19. 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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  20. 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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