738 results found

1. allow endpoints for IAS & BAS reports

   Make API endpoints for Activity Statement, Payroll Activity Summary and BAS Advisor report.

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   1 comment  ·  Reports  ·  Delete…  ·  Admin →
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2. Allow updates to the Organisation Details

   https://developer.xero.com/documentation/api/accounting/organisation

   Ability to change the Year End, enable Tax, set Addresses etc

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3. Automatic Rule for Supplier Overpayments in Bank Reconciliation

   When a supplier payment appears on the bank feed before the corresponding purchase invoice has been entered into Xero, reconciling the payment can lead to double counting. Currently, if you record the payment as a spend money transaction and then later enter the invoice, Xero treats them separately. This causes extra work and creates reconciliation inaccuracies.

   Introduce a bank rule specifically for supplier overpayments. When the system detects a payment to a known supplier that exceeds the amount of an existing invoice or occurs before any invoice exists, the bank rule would:

   1. Post the transaction directly to the payables ledger (accounts payable) as a supplier overpayment or credit.

   2. Hold it there until the user is ready to allocate the overpayment against future or newly entered invoices.

   3. Allow the payment to be fully reconciled without the risk of double counting.

   The benefits would be that;
   Prevents duplicate expense recognition when invoices are entered after payments.

   Keeps reconciliations clean and accurate, especially for businesses that pay suppliers before receiving invoices.

   Saves time by removing the need for manual corrections or re-coding.

   Aligns with how overpayments are already treated when initiated from within Xero, just applied from the bank feed side.

   When a supplier payment appears on the bank feed before the corresponding purchase invoice has been entered into Xero, reconciling the payment can lead to double counting. Currently, if you record the payment as a spend money transaction and then later enter the invoice, Xero treats them separately. This causes extra work and creates reconciliation inaccuracies.

   Introduce a bank rule specifically for supplier overpayments. When the system detects a payment to a known supplier that exceeds the amount of an existing invoice or occurs before any invoice exists, the bank rule would:

   1. Post the transaction directly to the payables ledger… more

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   0 comments  ·  Banking  ·  Delete…  ·  Admin →
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4. Post API for Payruns and Payslips - Xero UK

   For Xero UK, there is no Post API to create Payruns and Payslips like we have on Xero AU.
   How can i add reimbursement or deduction on payroll slips based on Employee ID ?

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   0 comments  ·  New Endpoints / APIs  ·  Edit…  ·  Delete…  ·  Admin →
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5. Increase size of Recent Organisations dropdown list

   I currently look after 10 customers, soon to increase to 12. Under the Home tab there's a list of only 5 recently used organisations. This means I regularly have to 'search' for the organisation I need, which isn't very user friendly.

   My limited programming experience suggests that the size of that dropdown list is driven by a paramer, currently set to 5. Assuming that is the case, it should be relatively straightforward to increase the parameter to 10, or even 15.

   Can that be implemented please, to make life easier for heavy users like myself.

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   0 comments  ·  Accounts  ·  Delete…  ·  Admin →
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6. Add the ability to "snooze" webhooks for a particular organisation

   Our main use case for webhooks is to indicate whether we need to refresh the data. Because of this, we don't need an update for every change that a customer makes. If we could respond to a webhook message indicating that we didn't want to receive any more requests for a period of time (1 hour, 6 hours, 1 day etc) then that would save processing and bandwidth on both sides.

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7. Allow us to have our invoices from Xero "sent by the xero network" so they automatically load into draft bills.

   Allow us to have our invoices from Xero "sent by the xero network" so they automatically load into draft bills.

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   0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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8. Option to Disable Automatic Account Number Pre-Fill on Invoices

   Hi Xero team,

   When creating invoices, Xero automatically pre-fills the account number it thinks is appropriate. However, this suggested account is often incorrect, and because many account numbers look similar, it’s easy to miss the error and time-consuming to fix later.

   Suggestion: Option to Disable Automatic Account Number Pre-Fill on Invoices
   It would be very helpful if there were an option to disable automatic account number pre-filling, allowing users to select the correct account manually each time.
   This small change would reduce errors and make the invoicing process more accurate for users who prefer complete control over account selection.
   Thank you for considering this improvement!

   Hi Xero team,

   When creating invoices, Xero automatically pre-fills the account number it thinks is appropriate. However, this suggested account is often incorrect, and because many account numbers look similar, it’s easy to miss the error and time-consuming to fix later.

   Suggestion: Option to Disable Automatic Account Number Pre-Fill on Invoices
   It would be very helpful if there were an option to disable automatic account number pre-filling, allowing users to select the correct account manually each time.
   This small change would reduce errors and make the invoicing process more accurate for users who prefer complete control over account selection.
   Thank… more

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   0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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9. API practicemanager v3.1 - Add modifiedSince parameter to the Client GetListPaginated end-point

   The current Clients get list end point has as a parameter to bring the last records have been modified. The new paginated clients, cannot be filtered by the same parameter. So I cannot bring only the records that have been modified

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   1 comment  ·  Contacts  ·  Delete…  ·  Admin →
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10. Preserve invoice line items if they are not sent

    As a user of the API, I want to be able to update the status of an invoice without sending all of the line items along in the payload.

    Currently, if I'm updating an invoice's status via the API I need to explicitly send the line items along with the request. If I do not send the line items, Xero deletes and recreates all of the line items even though they're not pertinent to the action (not updating line items, amounts, etc.).

    This causes particular issues with inventory decimal precision. Every request needs to send the unitdp if you want your decimal precision for line items or amounts to remain unaltered.

    # Create a new blank invoice object with the ID and sent status
    invoice = xero_accounting.Invoice(invoice_id=str(ledger_ref), sent_to_contact=True)
    # Add the invoice to a list
    invoices = xero_accounting.Invoices([invoice])
    
    # Update the invoice to sent
    self.accounting_api.update_invoice(
    xero_tenant_id=self.tenant_id,
    invoice_id=str(ledger_ref),
    invoices=invoices,
    # unitdp=4,
    )
    

    In this case, we'd expect unit decimal precision to not change on the invoice. We could understand if amounts were being set or sent, but in this case, they are not—purely the status. Furthermore, the example Xero provides for the REST API for updating invoice status does not show this behavior.

    As a user of the API, I want to be able to update the status of an invoice without sending all of the line items along in the payload.

    Currently, if I'm updating an invoice's status via the API I need to explicitly send the line items along with the request. If I do not send the line items, Xero deletes and recreates all of the line items even though they're not pertinent to the action (not updating line items, amounts, etc.).

    This causes particular issues with inventory decimal precision. Every request needs to send the unitdp if you want… more

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    1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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11. Support for Batching Manual Journal Updating by IDs in the Xero API

    We are requesting a new feature in the Xero API to support batch updating of Manual Journals by IDs in a single API request. Currently, the lack of this capability presents significant limitations for high-volume organizations that need to update arbitrary subsets of journals efficiently. They can batch insert new transactions, but they are very limited when it comes to batch update.

    Current Challenges:

    1. Arbitrary Subset Retrieval:
       • Our use case involves retrieving a specific subset of Manual Journals by their IDs, as requested by our clients. Without batch retrieval, we are required to make individual API calls for each journal update, which is impractical for large volumes.
    2. Daily API Call Limit:
       • The 5,000 daily call limit is quickly exceeded when retrieving large subsets, even if we optimize requests.
    3. Inefficient Alternatives:
       • Retrieving the full set of journals using pagination (?page=1&pageSize=1000) and filtering on our end is inefficient and results in unnecessary data processing for both systems.

    Proposed Solution:

    Introduce the ability to batch-fetch Manual Journals by IDs in a single request, similar to the existing ?IDs parameter for other resources like Invoices. While there may be constraints on the URL length (e.g., limiting to 30 IDs per request), this would still significantly improve efficiency and reduce API call usage.

    Use Case Impact:

    This feature would benefit high-volume organizations that manage thousands of journals and frequently require specific subsets update for reporting, reconciliation, or operational purposes. It would reduce API call consumption, enhance performance, and improve the overall user experience.

    Additional Context:

    We recognize that URL length constraints limit the number of IDs that can be included in a single request. However, even with a reasonable batch size (e.g., 20–30 IDs max per request), this feature would provide a scalable improvement for many use cases.

    Thank you for considering this feature request, and we look forward to any updates or feedback from the Xero team.

    We are requesting a new feature in the Xero API to support batch updating of Manual Journals by IDs in a single API request. Currently, the lack of this capability presents significant limitations for high-volume organizations that need to update arbitrary subsets of journals efficiently. They can batch insert new transactions, but they are very limited when it comes to batch update.

    Current Challenges:

    1. Arbitrary Subset Retrieval:
       • Our use case involves retrieving a specific subset of Manual Journals by their IDs, as requested by our clients. Without batch retrieval, we are required to make individual API calls for each journal… more
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    1 comment  ·  Journals  ·  Delete…  ·  Admin →
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12. Email (send) purchase orders via API

    This is available in Web Interface, but API does not have any documentation on it.

    8 votes

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    3 comments  ·  Delete…  ·  Admin →
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13. sms-option-for-sending-bas-for-signing

    Provide endpoint for BAS signing link

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    0 comments  ·  New Endpoints / APIs  ·  Edit…  ·  Delete…  ·  Admin →
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14. View bank account screens side by side for multiple bank accounts

    It would be useful when processing transfers, and when searching for specific transactions for corrections, if you could view say two different bank accounts side by side on the same tab.

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    0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
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15. custom fields

    Allow Client Custom fields to be retrieved with the GET Client API instead of requiring a separate call for each client. In addition to the detailed=true parameter, another parameter like customfields=true to bring all the values into a separate field as a json that can be unpacked.

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    2 comments  ·  Delete…  ·  Admin →
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16. Add customer sales defaults and Financial details on contacts api

    Add ability to view and update customer finical details
    - Credit limits.
    - Credit Terms (Invoice due date).
    - Outstanding balances (possibly read only).
    - Discount.

    This will allow among other for 3rd part vetting process of customer onboarding to be seamlessly integrated.

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    1 comment  ·  Contacts  ·  Delete…  ·  Admin →
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17. PAYGW Period in Organisations Settings endpoint

    In the organisations settings API, it does not send through the PAYGW period for Australian entities. In our app, the user currently has to manually choose this in our app, whereas it could be automatic if it was added to the API.

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    0 comments  ·  New Endpoints / APIs  ·  Edit…  ·  Delete…  ·  Admin →
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18. Endpoint to Update Bill Payment

    We would need an endpoint to update the Bill Payment object created. Our use case is to update reference number for the existing bill payment.

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    0 comments  ·  Payments  ·  Delete…  ·  Admin →
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19. Include formulas in Balance Sheet report via API

    Some lines in the balance sheet report are the result of formulas e.g. Net Assets. The formulas are included in the Excel export but not the API response

    Include the formulas in the API response so that the same functionality can be replicated

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    0 comments  ·  Reports  ·  Edit…  ·  Delete…  ·  Admin →
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20. Ability to Retrieve Latest Active Journal via API

    Currently, the Journals API returns multiple lines due to Xero's audit trail and change tracking, which is understandable for compliance purposes. However, it would be incredibly helpful if there were a way to programmatically identify and retrieve only the latest active version of a journal entry. This would streamline integrations and reduce the need for additional filtering logic on the client side. A flag or endpoint for "latest active journal" would be a great enhancement!

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    0 comments  ·  Journals  ·  Edit…  ·  Delete…  ·  Admin →
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