731 results found
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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 -
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…20 votes -
Exposing organization's timezone in ISO 8601 format
Currently Xero API exposes the timezone via Organisation endpoint as text eg. <Timezone>NEWZEALANDSTANDARDTIME</Timezone>
11 votes -
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
1 vote -
1 vote
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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.
1 vote -
get contact when creates or update
How can we get Contacts when they are created or updated using c#??
1 vote -
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
12 votes -
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
Murray22 votes -
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.
3 votes -
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 -
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?
5 votes -
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 -
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
1 vote -
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.
11 votes -
Automatic credit card billing for recurring invoices
You currently allow invoices to be paid using credit card (DPS, PayPal etc).
If it's a recurring invoice (particularly if it's monthly) it'd be great if the client could opt to be billed automatically by credit card.
23 votesHi everyone,
This seems like a general Xero feature request rather than something for the developer API. As such we are declining this thread.
The good news is that development of this feature is in progress. Get all the updates from the Xero Business Community page https://community.xero.com/business/discussion/3573905#answer76925420
Cheers.
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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/
466 votes -
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 -
Set Sales Account on invoice lines from HARVEST based on XERO item setup
Currently all invoice lines from HARVEST get set to the single default sales account (e.g. 200 Sales) setup in HARVEST even if the invoice line has a HARVEST Category that has been auto created in XERO as an Item and the item has different a different Sales account setup!
This means I have to every time go into XERO and change the account on the invoice lines which defeats the point of having different items!
This is critical given the number of invoices per month I do
Examples of the type of revenue lines:
Expenses - i.e. back to back…1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in Harvest I’m afraid we have to decline this suggestion. We will pass on your suggestion to the Team at Harvest however.
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email notification
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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