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Accounting API

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501 results found

  1. 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
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  2. Business Central

    Microsoft Dynamics 365 Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Dynamics 365 Business Central is the new name for Microsoft Dynamics NAV 2018. Highly adaptable and rich with features, Business Central Dynamics enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Microsoft Dynamics 365 Business Central brings the full power of Microsoft Dynamics NAV to the cloud. As such, Business Central Microsoft has at its foundation a set of trusted, proven technologies that have served 160,000…

    1 vote
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  3. 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
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  4. Add lineitemID to credit notes endpoint

    Adding a GUID to the credit note line items as used by the invoice line item would allow for more efficient retrieval of data .

    48 votes
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  5. Query exchange rate through the API

    The exchange rates are automatically calculated in Xero and not available for query. I want to use the same exchange rates in a third-party software (otherwise the reported money amounts will not match), so I need a way to query the exchange rates that were valid on a certain invoice date.

    22 votes
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    1 comment  ·  New APIs  ·  Admin →
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  6. 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
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  7. 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
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  8. 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!

    2 votes
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  9. 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
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  10. 1 vote
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  11. 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
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    0 comments  ·  Invoices  ·  Admin →
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  12. 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
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  13. 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
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  14. 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
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    0 comments  ·  Banking  ·  Admin →
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  15. User Activity

    I would like to be able to retrieve the User Activity but cannot see an API for this.

    1 vote
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  16. 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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  17. Manual Journal Webhooks

    Hi,
    I was wondering if there was any plans to implement webhooks for Journals?

    Would be a great implementation for building block to Xero and working with the system.

    4 votes
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  18. 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…

    38 votes
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    5 comments  ·  Invoices  ·  Admin →
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  19. Invoice Webhook - Send payload for custom connections

    When the new authentication system goes live - the invoice webhook should send the invoice payload. This makes sense as the authentication system is 1:1, and it will reduce the amount of API calls.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Update the UpdatedDateUtc value on an invoice when an invoice is sent or unsent via the Xero web interface

    Sadly this is a bug not a feature request ...

    We have found and verified that invoices that are sent via the Xero web UI do not update the UpdatedDateUtc value. In the case of synchronising to an external system this makes it difficult to keep the invoice status in sync (so we can avoid expensive API calls).

    Typical use case is:

    1. A lot of invoices are created - these sync to our local system.
    2. We track the latest modified date and store for future syncs.
    3. Invoices are sent from Xero - webhooks trigger for these.
    4. We then check with…
    1 vote
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    2 comments  ·  Invoices  ·  Admin →
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