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Accounting API

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582 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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/

    451 votes

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    under review  ·  72 comments  ·  Reports  ·  Admin →
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  12. 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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  13. 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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  14. 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

    59 votes

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  15. When entering numerous invoices it would be great if we could search a purchase order, mark that as billed, then go straight to another search instead of having to go through 3 steps to be able to search for another purchase order number again

    1 vote

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  16. On the mobile app, please have an icon appear next to transactions that already have a receipt (or picture of) attached to it, which would make it much easier to find transactions that need receipts.

    There could also be an option to hide transactions that have already been tagged with a receipt.

    I have seen both features on other receipt tracking apps, such as Chase.
    Thank you!

    1 vote

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  17. 1 vote

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  18. Currently API can only get bank balances in Base Currency from Reports -> Bank Summary. This means it is all converted into the Base currency by XE.COM. There is no way to convert this back into the original currency, XE.COM rates are not available vis the API. There should be a way of getting the bank balance in the origin al currency.

    8 votes

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  19. Currently (Jan 2016, API 2.0) using the API to PUT a new contact fails when its email is in use by an existing contact - as would be expected.

    However, if the contact that has the duplicate is archived, the PUT will SUCCEED, returning a new contact ID and everything. However, the new contact will not actually be added. This can be done repeatedly, each time "generating" a new contact ID.

    Given this, there is no way to ensure that a given contact has been added via the API before attempting to, for example, create a new Invoice via the…

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  20. A application that I am working with needs organizational details after connecting to xero, Most of the info we need is available, but several fields exist in the Organization that are not yet exposed via API

    Can we get APIs exposed for Description and Email Address?

    Also, logo might be nice too if possible.

    2 votes

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