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Accounting API

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Accounting API

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  1. I think there should be a quick way for third party applications to authenticate into the XERO API.. Because as far as I know there currently isn't a quick way for the authentication of users keys and certificates authenticated in a couple of seconds rather than minutes without requesting a lot of information from the web services (give and take how many invoices or contact information has to be recieved).

    1 vote

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    Hi Michael

    It seems like you are basing this on your experience of using a private API application? We also have two other application types: partner API apps and public API apps that use the 3-legged OAuth process which to the end user is as simple as clicking a button in a 3rd-party app, logging into Xero and approving a connection between the other application and their Xero organisation. Overview here: http://blog.xero.com/developer/api-overview/

    You can see this in action by using the API previewer – if already connected to an organisation, disconnect and go through the process of connecting again – that is the same workflow as public/partner API apps use.

    Note this makes it easy for the end user, but there will always be work involved for the 3rd party applications themselves in terms of setup etc.

    Hope that is what you are after!

  2. My client requires invoices and credits too be synchronised between our software and Xero.

    This includes having invoices deleted and credits voided before they reach Xero.

    I would like to create deleted invoices and voided credits first time rather then having to create drafts and then delete/void them in a seperate operation.

    You shouldn't be able to do this via the Xero user interface but I should be able to do this via the API.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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    The Xero API must follow the same application logic as the main application. It is for this reason we must decline this request, but we are committed to exposing more functionality via the API such as the ability to void invoices and credit notes via the API once they are created.

  3. Several email addresses as in accounts payable and the person that deals directly

    1 vote

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  4. Some UI improvements -

    Add a Hero or Showcase module position to the Dashboard. Give users options to select from various graphic reports for things like profit and loss or daily sales.

    Or perhaps you allow the user to select and compare activity in multiple accounts and choose the type of output graph.

    You may even allow drag-and-drop positioning of multiple custom graphs or reports - on top of the listing of bank activity, accounts receivable, and accounts payable.

    Regards,
    - Aaron

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  5. I'd love to build an WP7 application for the Xero platform, however the step that involves navigating to the login page which is required to complete the OAuth process is blank on WP7 browsers.

    11 votes

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  6. I run a equipment hire company and use xero to itemise and invoice the equipment hired out. The quantity field works well but i supply equipment over a number of days at a day rate. It would really help to be able to specify how many days any quantity of equipment was hired out for. In theory its just another quantity field called DAYS. Please Please Please. :)

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  7. When entering invoices it would be nice to have a section to put any discounts that have been applied to the goods and services that I am entering.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  8. At the moment I can import & export financial data via an Open Standards CSV format (& well-documented API's), which is great for interoperability with other systems :)

    Unfortunately this is not carried through universally, such as Custom Invoice Branding, which is reliant on ms docx formats.
    This excludes a significant potion of my own customer-base (many SME's/SMB's reducing overheads) that are increasing not making use of manu ms-based technologies (i.e. office), and are increasingly moving toward more "cloud-based" solutions, such as Google Docs (sample docs are an absolute mess in GDocs) & Open/LibreOffice.

    Please add support for common, Open…

    1 vote

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  9. 1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  10. 1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  11. 1 vote

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    0 comments  ·  Journals  ·  Admin →
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  12. 1 vote

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  13. when a supplier generated sales invoice is received it would be nice to be able to agree to their grant total

    1 vote

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  14. 1 vote

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  15. PDF Invoices that are attached in Xero have a URL that 3rd party apps can link to

    e.g a purchase invoice has an attachment which is thescanned copy of the invoice, we would like a url so we can link the pdf to a web app

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  16. Make it so repeating invoices can be put on hold - I don't like having to delete them and recreate them later when we put a service on hold. It leaves the door open for mistakes.

    Cheers

    1 vote

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  17. In my previous software (WHMCS) there was a "Instant Search" fuction which you could type a Invoice Number, Quote Number, Credit Note, or even client name and it would bring up there details instantly if you press enter, or you could see a list of matching results (Like google instant search) and the click the one you want.
    I Think this would be the icing on the cake for me, I LOVE Xero so much, this is the only function it is currently missing.

    1 vote

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  18. Enable the ability to split payments on a bank rec coming through the API so we can reconcile merchant payments from two separate machines on 1 day. 1 invoice, 2 payments currently unable to split.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  19. When you specify a tax override for individual inventory items, they are not applied when creating the invoice via the API (it still uses the accounts tax settings). They are only applied when creating the invoice manually.

    1 vote

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    declined  ·  0 comments  ·  Invoices  ·  Admin →
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  20. Hi I am setting up a new business and I wanted to ask on here the best way to setup the platform from the ground up for a single company wide visible business starting from the Xero base. Can I add salesforce CRM, Google documents etc. There are obviously really expensive ERP that do this but I am wondering if there is a way of doing this with cloud

    1 vote

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