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Accounting API

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720 results found

  1. I really need a space to enter in a job address for invoices as each invoice is allocated to a specific job.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  2. Send an automatic reminder notice after, either, 7 days, 14 days, and/or 21 days once the invoice gets overdue. We should have the facility to choose number of reminder notices. Have the facility to generate reminder notice report.

    We sent several invoices everyday and it is hard for us to remember to send a notice to clear their overdue payments

    My client needed this system in xero and he was depressed when he heard that it's not yet developed in xero.

    22 votes

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    0 comments  ·  Invoices  ·  Admin →
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    Good news! Work is almost complete for invoice reminders in Xero so look out for it in the app very soon.

    I’m closing this particular suggestion as it seems to relate to Xero in general rather than the Xero API. General Xero suggestions are best placed here https://community.xero.com/business/discussion/50961/

    If anyone voting for this issue has any API specific suggestions for invoice reminders then please feel free to post it as a new idea.

    Regards,
    Adam

  3. 1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  4. For reviewing yearend accounts, we review against the Trial Balance from the prior year, therefore it would be great if in the Trial Balance there was an option to view periods (or Last year) etc as you can do with the Balance Sheet and Profit & Loss Statements.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  5. If a tracking category name or option name is changed then often this isn't picked up when bulk approving invoices and invoices get entered with missing tracking categories

    17 votes

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  6. Challenge:

    We love using Xero there are so many pluses! But…we also use add-ons which integrate with Xero. When information is pushed and pulled through, if our clients have misspelt their company name, or even written Limited as Ltd (or vice versa) it creates a whole new client in Xero even if the client currently exists (eg.if purchasing tickets through Eventbrite). We have three integrations going so this can happen three different times and for our administrators and accounts team…a logistical nightmare .

    Solution:

    I’m pretty sure a code can be developed that recognizes elements in a company name (or…

    7 votes

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  7. This is especially important for an initial sync of a new customer with our product as we need every invoice in the database (including the PDFs, which we are happy to trickle into the system over time).

    20 votes

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    not planned  ·  4 comments  ·  Admin →
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  8. Simple thing, just give option for copying/bcc'ing others, especially for clients who specify that you do this.

    10 votes

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    1 comment  ·  Invoices  ·  Admin →
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  9. I love the mail-merge style placeholders you've added to the email templates, but there could easily be more!

    For example the "Contact Name" - a lot of my customers are businesses, so the emails will say "Hi ABC Company Pty Ltd" which looks silly. I've added the contact names of the actual people I deal with at those companies into the Contacts section of Xero, so having access to "Contact First Name" for example would be excellent.

    22 votes

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  10. At the moment, they can't be set as far as I can see and so every time I pull in an inventory item those two fields are blank and have to be set manually. For certain inventory items those two fields are always the same. In Sage you could press F6 to set from the cell above which would have been a workaround but here I have no choice but to do everything manually each time.

    1 vote

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  11. Currently you have to tab across but when entering lots of numerical data it is much quicker to use enter on the number pad instead

    2 votes

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  12. Create a partnership with or API for quotewerks to be able to import or synchronize invoices and purchase orders from quotewerks to xero and visaversa.

    2 votes

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  13. GET CreditNotes has the InvoiceNumber field but not the ContactNumber field. It would be quite nice to have both.

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  14. There needs to be a box to tick to indicate the asset is subject to the vehicle cost limit, so depreciation is not calculated on the whole cost

    1 vote

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  15. AT the moment, once you have approved a line of an expense, you can never edit it again. If you get the VAT code wrong, there is no way of changing it. If you haven't approved the entire invoice, you can cancel the claim - but then you can't reenter it - you have to get your employee to do this all over again. If you have approved the claim - there is nothing you can do.

    Please fix this - I don't understand why we haven't got the same editing abilities in the Expenses section as we do in…

    1 vote

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  16. I have noticed when a Pay pal transaction is transferred for reconcillation you cant add a file.

    1 vote

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  17. We have many clients who pay at the time off purchase and would like to be able to highlight certain clients only as requiring statements.

    1 vote

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  18. 2 votes

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  19. I have clients who, when they bill their clients, are required to submit spreadsheets, copies of documents etc WITH their invoice - many state and government jobs require this. It would be great if it could be done within Xero rather than go out to the "normal" email to send both the Xero invoice and the attached documents.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  20. Added to wrong section, moving here to Invoices.

    I'd like to generate draft Bills for my subcontractors via xero api, and let them review and submit the invoice. If the User element is exposed like it is in expense claims, then the invoices will be available to the users that it is attached to, and have the draft invoice role.

    4 votes

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    0 comments  ·  Invoices  ·  Admin →
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