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Accounting API

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589 results found

  1. 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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  2. 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…

    19 votes

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    6 comments  ·  Invoices  ·  Admin →
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  3. 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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  4. Currently Xero API exposes the timezone via Organisation endpoint as text eg. <Timezone>NEWZEALANDSTANDARDTIME</Timezone>

    11 votes

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

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  6. Able to access the Sale Tax Report via the API

    8 votes

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    0 comments  ·  Reports  ·  Admin →
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  7. 1 vote

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  8. 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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  9. 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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  10. 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

    12 votes

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    5 comments  ·  Contacts  ·  Admin →
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  11. 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

    21 votes

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    1 comment  ·  Reports  ·  Admin →
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  12. 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.

    3 votes

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    0 comments  ·  Accounts  ·  Admin →
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  13. 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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  14. 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?

    5 votes

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  15. 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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  16. 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

    1 vote

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    0 comments  ·  General Requests  ·  Admin →
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  17. 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.

    11 votes

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    2 comments  ·  Banking  ·  Admin →
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  18. 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/

    452 votes

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    under review  ·  72 comments  ·  Reports  ·  Admin →
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  19. 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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  20. As a manager, I would like to receive an email notification when an employee submits a new expenses through Xero.

    2 votes

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