589 results found
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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
Hassan59 votes -
entering numerous invoices from order numbers
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 -
have an option to hide transactions that already have receipts attached, or have an icon showing which transactions have receipts attached
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 -
1 vote
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Be able to extract via API bank balances in Base Currency or in Foreign Currency of Bank Account
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 -
Fix the Contact creation API to fail when PUT-ing a duplicate contact that has been archived
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 -
expose organization details via API
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 -
bank transaction column names
Change name & add an extra column in the bank transactions screen.
Currently says Description - should be Payee
Reference - Document ID/Invoice number)
New Column - Description/Memo1 vote -
reminder
Optimise the collection process by having an automatic 'reminder' date (day/week) or a manual action to remind you to follow up outstanding account for payment. A calendar format to set action / follow update. Perhaps integrate with MS Outlook to include email attachments for follow up action.
1 vote -
Search Feature
When searching sales or purchase invoices would it be possible to have a drop down box to select if All, Awaiting Payment, Paid etc instead of being in the tab first before selecting search.
I dont know how many times I have entered the search item only to find I am in the wrong tab and have to reenter details in the correct tab very frustrating ... but still forget next time I search
Would be much easier to select this option after search detail is made
3 votes -
Custom IDs
Add a custom ID for all Objects on Xero.
We're building a system to manage and sync data across multiple platforms, and we're having many issues keep data in sync with bulk inserts and writing back to our own IDs. For example when bulk inserting payments we cannot match them to the payments on the system as there is no unique number we can pass through and no other field is reliable. Due to the API rate limits we're forced to use Bulk inserts so we cannot update on an individual basis.
1 vote -
Change back the layout of Contacts!!!
At such a busy time of year, getting use to a new layout sucks!
1 vote -
Invoices > return the creator of the invoice in the response on GET Invoices
Useful for use in other apps if the invoice is created inside Xero
1 vote -
lock a bank account once reconciled
It is too easy to stuff up the bank reconciliation. There is no alert that the account has been reconciled when you are changing transactions. There should be a way to lock a bank once it has been reconciled.
1 vote -
add contact to a group when creating a contact
when you are adding a new contact, have the option available to add the contact directly into a "group"
2 votes -
Filter by Last Edited By
Is it possible to filter by lasted edited? I would like to exclude data that was last edited by the System and only data that was edited by a xero user
2 votes -
Allow support for html content in the line items description via API.
When invoices are sent to XERO from ProWorkflow, the html characters are showing on the invoices as tags rather than getting rendered properly. Some of our customers who use ProWorkflow and XERO heavily also use the html content in their line item descriptions which obviously causes issues for them as the invoice doesn?t look the same anymore.
I was wondering whether you guys had any thoughts or plans on how we can send html content in the line items over to XERO without stripping all the html characters and get them displayed properly in XERO?
5 votes -
Consistent behavior and parameters for all API endpoints
Make all API endpoints use consistent parameters and behave consistently
1 vote -
Allow payment and subsequent dishonour to be allocated against customer invoice.
We have customers who frequently have their payments to us dishonoured. If we could allocate the payment and subsequent dishonour against the invoice it would become more visible to us and the customer when their statement is issued. Currently the customer can be quite unaware this is happening.
1 vote -
Wrap Paystub element in Paystubs on GET
Not having it wrapped in Paystubs seems inconsistent with the other endpoints. They are all wrapped even if they are passing an id, which indicates they are only returning one item.
1 vote
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