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Accounting API

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577 results found

  1. The Xero Projects API / Projects endpoint include an estimate field that provides the estimated revenue.

    It would be good to add an additional estimateCosts field to provide the estimated cost so as to be able to calculate margin for a given project.

    3 votes

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  2. Through Xero API, invoices and bills can be created or updated with up to 7 decimal places while payment transactions can only be created or updated with up to 6 decimal places, it would be great that payments transactions could also be created/updated with 7 decimals

    1 vote

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  3. API support to delete/void prepayments and overpayments will add benefit to keep our system in sync with Xero without the need for manual intervention.

    1 vote

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  4. It would be great to support compression e.g. gzip for API response payloads. Currently including the Accept-Encoding header within requests does not result in any resource size reduction.

    13 votes

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  5. The Invoices endpoint in particular (and many others in general), do not include the TrackingOptionID in the data set. Instead, they generally provide only the Name, Option and TrackingCategoryID.

    It is really important for being able to use "joins" on the data to incl;ude the TrackingOptionID .

    6 votes

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  6. Whilst 2 active tracking categories are shown on Sales invoice, Bills and manual Journal entry.
    On the payroll timesheet entry only shows 1 of 2 active tracking categories.
    Could we please have 2 active tracking categories appear on the payroll timesheet entry ?
    Thanks

    1 vote

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  7. allow contact website to be set/updated via the api

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  8. It's currently not possible to add Attachments to a Prepayment via the API.

    It'd be nice if we could access this at "https://api.xero.com/api.xro/2.0/Prepayments/{Guid}/Attachments/{Filename}" to bring the functionality in line with the GUI.

    We currently have access to: Invoices, Receipts, Credit Notes, Repeating Invoices, Bank Transactions, Bank Transfers, Contacts, Accounts, Manual Journals, Purchase Orders, Quotes (https://developer.xero.com/documentation/api/accounting/attachments).

    Seems like the standard and infrastructure is already there, it would be nice to have this one soon, thanks!

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  9. It's possible to get details of Practice Manager invoices using the Invoices API endpoints:

    https://developer.xero.com/documentation/api/practice-manager-3-1/invoices

    However, it's not possible to create or update invoices using the API. It seems to be possible to create and update most other objects using the API so why not invoices?

    This functionality would be very useful as invoices are a fundamental part of the system.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  10. 2 votes

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  11. The Projects endpoint of the Xero Projects API does not include the OpenDate and ClosedDate as fields.

    These are useful for users to report with and should be included.

    2 votes

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  12. The API does not return the location of the asset where it is tagged to currently

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  13. We create invoices in Xero using Custom Connector for a number of customers, depending on customer requirements after creating the invoice we either trigger the email of the invoice (as per https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice) or bring a copy of the invoice PDF back to the customers other system for sending from there.

    Now that e-Invoicing has been introduced in NZ our customers want to start sending invoices as eInvoices but this can't be achieved via the API currently.

    11 votes

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    3 comments  ·  Invoices  ·  Admin →
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  14. Many people want the bank reconciliation api feature but since Xero wont do that, here are 2 ideas for helping some people reconcile invoices

    1. Allow multiple search words in the search box
      We have clients who pay 50+ invoices all in one batch. They give us a statement in pdf and csv but we have no way to enter that into the xero search except for 1 at a time. Allow us to make a list of invoice ids as a comma separated string and copy paste that into the search box

    2. Next to the search box, add an upload…

    1 vote

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    4 comments  ·  Banking  ·  Admin →
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  15. I am reaching out for assistance regarding a client code-related query. Could you please guide us on where to capture this information from the response? If the client code is not provided in the Xero GET Organisation API response, could you also advise on the appropriate steps to request the Xero team to add this property to our response? Your assistance in providing information on the client code is greatly appreciated.

    2 votes

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  16. The Internal Endpoint used on the website delivers more fields than the endpoint in the API.
    Internal Endpoint: https://go.xero.com/api/projects/projects?status=INPROGRESS

    API Endpoint: https://api.xero.com/projects.xro/2.0/projects?status=INPROGRESS

    While the internal Endpoint delivers the contactName, the external endpoint does only provide the contactId. To fetch the Contact name a user needs to get access to the whole accounting module which is nonsense. The contactName should also be delivered where the id is delivered.

    1 vote

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    0 comments  ·  Admin →
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  17. Following changes to the front-end of Xero there is now a difference between that and the api when selecting a list of Customers.

    Original Behaviour - shown on the API:
    All contacts start off as neither customer nor supplier. Once an invoice, bill or credit note is raised the isSupplier or isCustomer field is updated accordingly. The contact retains this status.

    New front-end behaviour:
    We look to see if any invoices or bills have been raised and categorise the contact accordingly.

    We have a client who has an Accounts Receivable Credit Note posted to it so appears as a Customer…

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  18. Xero will be retiring the old reports on July 31. By retiring the old reports, you also retire the only place where subscribers can affect the layout of the Profit and Loss report retrieved via the API. However, to date, you offer no replacement and no transition plan to your subscribers or developers.

    We use the Reports endpoint to retrieve data needed for our internal reporting. If not for the API, we'd be pulling and formatting seven reports to compile our monthly reporting. Today, if we add a new account or need to change the layout for the P&L retrieved…

    9 votes

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    10 comments  ·  Reports  ·  Admin →
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  19. Right now it results in an opaque 500 error, which required me to reach to support.

    For example:
    ```
    POST https://api.xero.com/api.xro/2.0/BankTransactions/<transaction>/Attachments/kitten.png
    Accept: text/xml
    Content-Type: image/png
    Authorization: Bearer ...
    xero-tenant-id: <..>

    < /kitten.png
    ```

    1 vote

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    0 comments  ·  Banking  ·  Admin →
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  20. We can currently create Prepayment Invoices using the Bank Transaction endpoint (all of this also post applies to Overpayment Invoices too). This returns a list of information about the created bank transactions including Prepayment (or Overpayment) IDs.

    The Invoice Number is autogenerated by Xero, and we're only able to change it using the UI.

    There are are Prepayment and Overpayment endpoints in the API, but these only allow us to GET one (or multiple) invoices, and PUT allocations for an invoice.

    It would be great to see either:

    1. A POST method on the Prepayment and Overpayment endpoints (this would allow…
    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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