720 results found
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Insert invoice lines via the API
Currently you can do this only by resupplying ALL current invoice lines along with the new line. There is a concurrency issue here between when the invoice was read via the API and resupplied to the API for the update. Can you make it so we only have to supply the new invoice line to the API and it be added to the invoice?
5 votes -
Let an API link Xero bank rules to Excel, for big time savings
If this only let us export, import, create and delete, it would quickly give big time savings, avoid many errors and encourage better rule coding. However, its value will grow exponentially as we use the combined rules, of many clients, to copy rules between them and new clients. This could soon give all Xero users local and national Excel rule libraries. Their rules could reference rule creators, both for support and to encourage library contributions. The reputation of the rule creator, forum comments on each rule and the Likes (votes) of users will encourage much wider sharing of much better…
15 votesThe API is not suited to this purpose, this would need to be built in the main application in order for users to import/export. It could be exposed via the API also later on, but for now, the best place to show support for this functionality is in our community forum: https://community.xero.com/business/discussion/65371/
This forum is specifically for developer API functionality (exposing existing Xero functions through the API).
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Populate reference field on payable invoices
Would like the ability to set the reference field on payable invoices. This is available on sales invoices but not on payables
3 votesIf you set the InvoiceNumber when creating payable invoices via the API it will populate the Reference field in the Xero UI.
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looking up addresses in xero would be handy like MYOB as i currently keep having to login to MYOB to get customer info
looking up addresses in xero would be handy like MYOB as i currently keep having to login to MYOB to get customer info as we are contractors and are expected to know existing customers details
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Allow invoices to specify tax amounts in a separate currency
UK VAT law requires that invoices present VAT amounts in Sterling, even when the invoice is in a separate currency. As a result, it's possible to have a Euro invoice with Sterling VAT amounts. (See VAT Guide 16.4 and 16.3.1). Obviously when charging the customer, these have to be converted to Euros and the total expressed in Euros, but the business owes VAT in Sterling, not Euros.
Currently it's only possible to specify a single currency per invoice; now, if it were possible to stipulate the exchange rate to be used, that might make matters better, but in general we…
2 votes -
Expose internal unique identifiers in the API when retrieving reports
Because we currently extract accounts through reports, we don't get the internal unique identifier and have to match on number and name. If the user re-names or re-numbers an account in Xero (and this is likely to happen to other entities) we lose the connection to the account stored in our system and the user potentially loses data.
12 votes -
Asp.net C# - sample code for private application
can you please provide some sample code , on how to connect to xero private apps for long time authenitcation. please help to us.
1 voteAs this forum is for developer API functionality requests , I’m afraid we have to decline this suggestion, but don’t take it personally – you can submit your request on Xero Developer forum https://community.xero.com/developer
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Make the due dates of bills available as a calendar feed
It would be great if I could hook up the due dates of the bills that I have added to Xero to my Google calendar. It would help me more easily keep track of when I have to pay my bills by. Doesn't have to have much detail in it. Maybe just the number of bills due on a date.
1 voteThis forum is for API features and I’m afraid this does not include features like this. The good news is that there is already a 3rd party application providing a connection between Xero and Google Calendar: https://zapier.com/zapbook/xero/google-calendar/2516/create-google-calendar-event-from-xero-invoice/
If you are keen to see this as a feature within Xero, you could make a request in our feature requests forum: https://community.xero.com/business/topic/23/
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A quote option would be good like MYOB has, as we do a lot of quotes that get chaged to invoices
A quote option would be good like MYOB has, as we do a lot of quotes that get chaged to invoices
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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login upgrade
It would be great not to have to enter my email address every time that xero times out it should only need the password to login
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Return TrackingOptionId from GET BankTransactions
TrackingCategories returns IDs for both categories and options as follows
<TrackingCategory>
<Name>My Category</Name>
<Status>ACTIVE</Status>
<TrackingCategoryID>a020cd2b-31ac-49a4-b459-f8ffbe854e7c</TrackingCategoryID>
<Options>
<Option>
<TrackingOptionID>dc167d85-6c3a-4261-b7f9-4fda00c2e38d</TrackingOptionID>
<Name>My Option</Name>
</Option>GET BankTransactions with a bank transaction id specified returns both the category id and name, but only the option name (no id).
<Tracking>
<TrackingCategory>
<Name>My Category Name</Name>
<Option>My Option Name</Option>
<TrackingCategoryID>23333b58-b938-479c-9bdd-5a599bec698c</TrackingCategoryID>
</TrackingCategory>
</Tracking>4 votes -
PaymentServices
what will paramets for /PaymentServices api
1 vote -
Create an api for the in.xero.com portal?
It would be cool if we could push invoices to the in.xero.com portal from other 3rd party applications, then users could import them seamlessly into their accounts.
1 vote -
use Contacts' tax details on invoices
This almost seems to be a bug, since the Xero web interface works differently than the API.
In the "Tax" section for a Contact, the help message states: "Each account you code an invoice to will have a default rate as specified in the Chart of Accounts but if you have specified a rate for the Contact here, this rate will override the default rate from the Chart of Accounts."
This works when adding an invoice using the web interface, but adding an invoice using the API results in the wrong tax type and wrong calculated total.
5 votes -
Import bank statement lines via the API
Be able to import bank statement lines into a bank account in Xero. This would be useful for custom bank accounts or banks that do not have a direct feed into Xero
997 votesThanks for your continued feedback and patience on this long-standing request. Our team has started to build this out, and we’re looking forward to sharing more as development and testing progresses.
This release will support ingestion of bank statement data via the Bank Feeds API for accounts where a bank feed has not been established and allow customers to automate the current manual file upload process.
As part of this work, we’ll be running a beta with a small group first (from mid June) so we can test the experience and gather feedback before broader availability. We’ll continue to post updates here as we reach key milestones.
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Sort on report column headers
It would be very convenient if report column headers were sortable.
For example, when I run a "Sales by Item" report, I'd like to click on the "Total" column header to re-sort the report by Total, either ascending or descending.
If this sorting was available for all column headers, I could immediately find out:
- best and worst selling product by sales revenue
- best and worst selling product by units moved
- most expensive product
- least expensive product
- lowest and highest average selling price....all in seconds with just a few clicks on column headers, and without…
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Make receipting quicker and easier
I am an owner/operator of my own business and even though I do have my bank account linked I generally use my personal credit card for everything so that I can leave my money in an offset account to minimilise interest. It means I do alot of receipting and find the process long and tedious as I have to go through approving / authorising etc just to do reciepts. If there was a quicker way of doing it would make life alot easier.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Allow split of single payment to multiple Invoices via API
For customers who's payment gateway settles the days total takings into your bank account in one lump sum at the end of the day, making single payment against single invoices via API is no good. It would be great to be able to recieve a payment to a bank account and split that payment to be applied against multiple invoices.
25 votesThere seem to be a few different requirements here, I want to see what we can do to help:
- We have prepared a guide on an easy way to handle payments where you have multiple invoices, but one lump some payment from a payment processor into your bank: http://blog.xero.com/developer/handling-payment-processor-receipts-in-xero/- Another solution would be for users of the API be able to create a bank feed themselves from a payment service. You can vote for this API feature request here: http://xero.uservoice.com/forums/5528-xero-api/suggestions/340274-import-bank-statement-lines-via-the-api
There are other questions that point more towards Xero feature requests rather than API functionality. I recommend you request these in our community forum: https://community.xero.com/business/topic/23/
I will close out this request and we can continue the conversation in the links above.
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Create Bank Rule's for Bank Transfers
Add a 3rd option for Bank Rules.
Allow for transferring to a specified account.EG: I transfer money from my PayPal to my main account only.
OR
EG: I transfer money from my Skrill account to my main account only.And would like these to be reconciled even easer with automated bank rules.
30 votesIt sounds like this is a request for the core Xero product and not the API. As such I’m closing this particular request.
Please add your general Xero requests here: https://community.xero.com/business/discussion/104451
The good news is that bank rules for bank transfers is being worked on currently! Subscribe to that thread for updates.
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Enable bulk editing of accounts and tracking data
Currently it is very tedious to manipulate data in the system. I've made some adjustments to the way accounts and tracking are handled, and I am faced with going through hundreds of invoices one by one to create reports that make sense. It would be awesome to be able to check multiple items and modify them in this way (although I can see a problem with multiple line items), or else have some tools to migrate invoice line-items assigned to a particular account or tracking category to another one.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
Love the migration idea if you are switching accounts or tracking though, so be sure to add a suggestion!
- Don't see your idea?