Accounting API
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502 results found
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I really like Xero - but get frustrated that I have to type each invoice number in the payments schedule -
It would be great if the reference populated into one of the payment fields - ref or Code so the Supplier knows exactly what we have paid for - and allocates our payment as we intended.
The Accredo package did it - all part of package.2 votes -
Provide API for retrieving Uncoded Statement Lines
Bank Reconciliation is necessarility a collaborative effort when multiple people have company cards and not everyone is great at uploading their statements.
We have been using a Python mechanize script to scrape xero and download uncoded statement lines, recognise transactions by the last 4 digits of the card numbers, and post that to slack to nag the respective company card holders, and that's been working ok for the past year...
We know how difficult it can be to change your minds on the necessity of API endpoints like bank statement line import and reconciliation via the API, or adding improvements…
1 vote -
Customer Credit Limits available via API
Xero has finally released a "Credit Limit" facility for Customer accounts. Please can you make this available through the API?.
225 votes -
Allow POST call on SentToContact for Credit Notes
Sent to Contact on credit notes is read only right now.
Please allow us to do a POST call to this so we can mark sent to contact true as needed
4 votes -
Allow querying the MFA state for users via the API
It's great that xero supports MFA and I would like to query which users have MFA enabled (or more importantly which don't) and import into our SOC so we can ensure that all accounts are protected.
Given how big a target a finance platform like Xero is for business email compromise and phishing scenarios and how critical MFA is in preventing these attacks - being able to collect this information and easily catch unprotected accounts is very useful.
52 votes -
GST F5 API
Ability to retrieve the Box1-13 information on GST F5 for Singapore audience.
1 vote -
4 votes
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Allow Invoice only users to use the API
As seen on this link: https://developer.xero.com/faq/permissions#user-permissions , currently only standard users can use the API, however, this makes no sense for my use case, and this is probably the same for other people.
Right now I'm trying to build an app that will automatically create invoices and email them to the contacts, however, I do not want to connect a standard full user to my application, as the returned access token will have full access to all my banking account statements whereas all I need I to create a Sales Invoice, which could be done with a "Sales Invoice only"…
6 votes -
Business Central
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1 vote -
add Contacts as an element to GET Journals
This would allow much greater financial reporting flexibility. Like Tracking Categories, not all Journals have Contacts. Your new Xero report, P&Ls by Contact, leads me to believe the Xero data structure may support this. Thank you!
5 votes -
Populate the reference field on Journals API with bills reference fields
For all bill journals retrieved through the GET Journals API, the reference field is blank. There is a reference field on bills. It would be great if they could be written to the journals table and exposed through the API
3 votes -
Ledger for particular account shows corresponding Accounts
Existing General ledger report gives understanding Summary/detailed Dr and Cr amounts but it does not tell you which Accounts are involved in transactions. Ability to create Summary Ledger for particular Account that shows correspondence with Accounts according recorded transactions. It is very useful to find mistakes if your allocations were wrong. For example, when you created bill and mistakenly choose wrong GST type or expense Account. Another good reason for monthly/quarterly reconciliation AR/AP. For example, creating AR ledger you will see aggregate or detailed amounts of Bank/Cash accounts, GST and Customer deposits. If you made mistake when you reconcile bank…
1 vote -
return the lines array in the CreditNotes GET using WHERE query
When using the CreditNote API. A get using the CreditNoteID returns the line array, but when you use a WHERE clause it does not return the lines array. Having said that, it seems to be intermittent.
Yesterday I was able to do both these with the same ID:
a) GET /CreditNotes/{id}
b) GET /CreditNotes?Where=CreditNoteID={id}
And they both returned the lines[] array.Today, only (a) works to return the lines[] array.
1 vote -
Link Projects to Invoice Line Items
Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.
This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.
Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for invoices and invoice items that are generated outside of Xero…
54 votes -
Make the API invoice email the standard html email not plain text
Currently when sending the invoice email from the API it sends as plain text. Update it to send the standard html email with the green 'Pay Now' button.
2 votes -
Allow html formatting in Invoice Emails
Allow the ability to include html in the Invoice email template so text can be made bold, italics, different sizes etc.
1 vote -
Expose Conversion Date in Accounting APi
We have a requirement to extract the Conversion Date of a company to work the total number of fiscal years with data, but it is not available through the API. Please expose it in the Organisation endpoint.
1 vote -
I want to delete BankStatement via API
In many cases, people make mistakes. On my Xero application, it happens too. I want to enable people to delete the transactions made by mistake.
4 votes -
User Activity
I would like to be able to retrieve the User Activity but cannot see an API for this.
1 vote -
Implement filters available from front end
Incorporate the filters for outlet and revenue type and other available segmentations.
Noted that Xero allows the user to configure accounts by 2 segmentations: seg1 and seg2.
For example, trial balance filtered by seg1 and seg2.
Alternatively, if the output can show information of seg1 ns seg2 for each transaction or account will also do.
1 vote
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