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Accounting API

← Customer Feedback for Xero API

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132 results found

  1. In History & Notes > Created or Reconciled by System Generated, could it be the name of Xero account that login.

    In History & Notes > Created or Reconciled by System Generated, could it be the name of Xero account that login.

    3 votes
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    0 comments  ·  General Requests  ·  Admin →
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  2. For an api call to log out

    Xero is alive for 30 minutes. For a scenario if a user successfuuly logs in by an application and logs out from the app. Another user comes in with same app and log in and try to connect to xero, he will be in the previous users account.

    Thus for every "connect to xero" if there is an api to log out of the user then for every "connect to xero" the user should give their login credentials to avoid this situtation

    1 vote
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    0 comments  ·  Authentication  ·  Admin →
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  3. The ability to include all open invoices with the statement...

    This can either be in the same PDF, or links within the statement PDF. This would avoid asking us for copy invoices, even though they have been sent to them...

    1 vote
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  4. Make it possible to back up and restore xero at any point

    Xero makes it very difficult to undo transactions and postings if they have been done incorrectly. Could you make it so before handing xero over to clients you could take a back up of the accounts which you could then restore if nessacery and overwrite any mistakes made.

    Thanks

    Jasmine

    1 vote
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  5. have a pay now button to un lock suspended subsciptions!

    i have a message to say my account is due on the 12th - 1- 2014, today is the 5th but you have suspended my account ? this is not acceptable sort it out please

    1 vote
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    0 comments  ·  Accounts  ·  Admin →
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  6. It would be good if unentered information on draft invoices could be high lighted or box colour changed by user.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  7. allow bulk editing of recurring Invoices

    If I have a product or service that has a monthly recurring invoices.

    There can be lots of customers that are invoiced monthly for this same product (xero recurring invoice).

    If I change the price for the inventory item they are getting invoiced for monthly, I was told by the help team that I will have to manually edit every single invoice that includes that item one at a time, to change the price?

    This seems like a very big task for such a common occurrence, so there should be some automatic way of doing it, either from an API,…

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Add pay now button for statements sent via email

    If a customer wants to settle more than one invoice they have to view individual invoices and enter payment details each time - this method is onerous for customers.

    It is preferable to send a statement and allow the customer to "pay now" on the statement balance due - In effect bulk settling invoices.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. create Purchase Order reports

    Currently there is no way to report on the status of purchase orders, or details of what has been ordered. I think we should have a basic report exportable to excel with the following headings:

    PO number,
    supplier,
    details of items on order,
    date raised,
    date due,
    amount,
    total,
    gst,
    grand total,
    status,
    person who created the PO.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  10. make it easy for other 3rd party payroll companies to import their GL report to update Xero

    You have a short list of payroll companies who can already interface with Xero accounting software, but I cannot find the format a general ledger needs to be in, in order to update the GL in Xero.

    It needs to be easier to become one of those payroll companies, or you need to provide an import function and provide an import spec sheet.

    1 vote
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  11. Fast way to reclassify bulk transactions from any type of account, location, or class in Xero.

    We need a fast way to reclassify bulk transactions from any type of account, location, or class. QuickBooks has the Reclassify Transactions feature and Xero should have the same.We also need the ability to change account types for bank accounts to any Asset, Liability, Equity, Income, and Expense accounts. My suggestion, give us Xero Partners accountants tools like QuickBooks does for us. Our clients do not get these tools, but QuickBooks ProAdvisors get them. Xero can do the same for us Xero Partners.

    3 votes
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    0 comments  ·  General Requests  ·  Admin →
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  12. Ability to merge accounts in the chart of accounts

    You can merge contacts, how about the ability to merge accounts, users will often create duplicate accounts and use both, rather than waste time recoding a bunch of transactions choose which accounts you want to merge

    17 votes
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    0 comments  ·  Accounts  ·  Admin →
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  13. Create a customer credit limit field and be able to access as a y/n from the API so & I could automatically flag.

    I want to be able to freeze or restrict customers accounts in relation to orders or services if they exceed their credit limit on overdue balances.

    This is a very clear business need and I hope it could be integrated into your system as I believe it would add significant value to Xero

    5 votes
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    1 comment  ·  Accounts  ·  Admin →
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  14. have purchaes owing displayed on dashboard , same as salesshows drafts and outstanding.

    It is really great to be able to see outstanding Sales invoices and draft invoices. Would be fantastic if i could also see on the dashboard Bill amounts owing and outstanding.

    3 votes
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    0 comments  ·  Accounts  ·  Admin →
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  15. Importing Field Addition (POAttentionTo & ContactEmail) to the Default CSV

    Good Day All,

       Upon importing the default field "Email Address" or [EmailAddress] this field can only accept one and only one email address.  
   After the invoice has gone thru approval you have a To field when you select the 'Email' Buttion.  The sub field to this one is [ContactEmail] but when i added that to my CSV to be imported it was Ignored.

    Please Add [ContactEmail] to the import so after it is approved the billing manager doesn't need to add a "; [extra email address]" to every statement that it is needed for notification.

    Secondly, Xero has a field…

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Change Credit Notes Editing

    When trying to complete a credit note you cant amend the amount on a invoice that has already received a payment this is frustrating as we run promotions all the time and it is annoying to have to either delete the invoice and reenter it or delete the payment and re enter it, this is more work load and it would be more benifical to be able to enter the amount that you are wanting to enter rather then it automatically deleting the amount outstanding on the invoice, will they be able to make this more user friendly by entering…

    1 vote
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    0 comments  ·  Credit notes  ·  Admin →
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  17. New Feature - Internal Payment Gateway

    It would be great if there was an internal payment gateway system built into Xero which would allow us to store customer credit card information against their card file data masked so that it couldn't be re-read after being entered, and then trigger a payment against that card either from an invoice against that card or through the API. We do not want to have to store credit card details on our system nor are we keen to use an external credit card gateway which would still need us to store those details in the database somewhere. Storing the details…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. Add nested sorting feature

    When selecting transactions to match bulk bank payments the columns allow for only individual sorting. It would be nice to be able to sort by customer and date rather than just either. I suppose you could apply nested sorting to all column selecting areas of Xero.

    1 vote
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  19. Insurance Quotation Integration - Modern Risk Solutions

    I’ve an insurance app called Modern Risk Solutions that allows users (whether business or personal) to submit requests for insurance quotes.

    See link: https://itunes.apple.com/hk/app/modern-risk-solutions-incident/id616505814?mt=8

    I’d like to be able to PULL information via Xero from business entities for the following fields:

    • Name
    • Company Name
    • Email
    • Phone
    • State
    • Years in business
    • Numbers of employees
    • Current year revenue/turnover
    • Claims or losses in the last 5 years
    • Total replacement cost of all assets
    • Target price/budget

    We’d like the ability to pull the information from Xero via a Connect with Facebook style login…

    13 votes
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    declined  ·  0 comments  ·  Admin →
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  20. File Reports under folder

    I wish we could File the Reports we publish under folders (bank rec summary, profit and loss, etc.)

    0 votes
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