581 results found

1. Reconciliation search box to allow multiple search words separated by commas

   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 csv file which lets us upload the above csv file with xero picking out the invoice numbers for us. Then xero adds that to the search and shows the potential invoices.

   The above 2 ideas still require human interaction to check the boxes and finalise the reconciliation, but it is far better than the time currently taken

   Until you resolve the issues around why you wont make an reconciliation api, please implement one of the above. the number 1 option should be the easiest for you

   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… more

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   4 comments  ·  Banking  ·  Delete…  ·  Admin →
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2. Need client code extra field in organization API call

   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.

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3. Udpate Projects API Endpoint to deliver Contact Name as it does in the internal endpoint.

   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.

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4. Align front-end and api behaviour to list Customers

   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 in the api but not in the front-end of Xero I've had to hard-code this as an exception in our data warehouse to avoid mis-reporting in our exception reports (which isn't ideal).

   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… more

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   0 comments  ·  Contacts  ·  Edit…  ·  Delete…  ·  Admin →
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5. Create a transition plan for Reports via the API

   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 via the API, we can only do so through the UI for the old Profit and Loss report.

   We need a real transition plan. The "new reports are better" mantra I keep hearing isn't a plan.

   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… more

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   10 comments  ·  Reports  ·  Delete…  ·  Admin →
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6. Support payment of non-base-currency bill from non-base-currency account

   Currently you can only create a payment for bill if

   1. the bill or the bank account is the same as the organisation base currency, or
   2. the bill and the bank account is the same currency.

   Please add support for the case where the bill and bank account have different currencies, neither of which is the organisation base currency.

   I get the following validation error through the API when attempting this:
   "The invoice, payment and organisation base currencies are all different. Xero cannot currently handle a 3-currency transaction."

   Related: https://central.xero.com/s/question/0D51N00004Xp9THSAZ/xero-wont-let-me-reconcile-two-payments-in-different-currencies

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7. Posting Bank Transaction attachments should produce helpful error for DELETED transactions

   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
   ```

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   0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
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8. Update Prepayments and Overpayments via API

   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 us to map over the returned IDs from the Bank Transaction response and update the Invoice Number); or
   2. Have the ability to specify an Invoice Number when creating a Prepayment or Overpayment Invoice via the Bank Transaction endpoint (this may be the more efficient method, as it prevents incrementing the auto-number of the invoice)

   Most likely, the more generic POST endpoint for both Prepayment and Overpayment endpoints would be more appropriate to implement as it seems it would benefit a number of other users who have left feedback.

   Until then, our accounting team will be updating the invoice number manually for every Prepayment we create.

   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… more
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   1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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9. Get list of attachment details by array of invoice IDs

   Currently to get an invoice attachment you need to make a call to the attachment endpiont for a specific entity id, then you need to make a call to the download end point for each found attachment.

   We need an efficient way to be notified of weather there is an attachment or not, othewise we will quickly hit our api quote just looking up attachments on invoices.

   Would be great if we could request all attachment details objects for an array of invoices to reduce the number of calls we need to make in order to find attachment details for invoices.

   Currently to get an invoice attachment you need to make a call to the attachment endpiont for a specific entity id, then you need to make a call to the download end point for each found attachment.

   We need an efficient way to be notified of weather there is an attachment or not, othewise we will quickly hit our api quote just looking up attachments on invoices.

   Would be great if we could request all attachment details objects for an array of invoices to reduce the number of calls we need to make in order to find attachment details for… more

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   0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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10. Adding first attachment or removing last attachment to an invoice should trigger the invoice webhook

    Currently if you add an attachment to the invoice where none existed before, the invoice webhook is not fired, even though invoice.hasAttachments is changed to be true.

    Same for if you remove the last attachment on an invoice, this should trigger the invoice webhook as the hasAttachments is now false.

    Currently to get an invoice attachment you need to make a call to the attachment endpiont for a specific entity id, then you need to make a call to the download end point for each found attachment.

    We need an efficient way to be notified of weather there is an attachment or not, othewise we will quickly hit our api quote just looking up attachments on invoices.

    Currently if you add an attachment to the invoice where none existed before, the invoice webhook is not fired, even though invoice.hasAttachments is changed to be true.

    Same for if you remove the last attachment on an invoice, this should trigger the invoice webhook as the hasAttachments is now false.

    Currently to get an invoice attachment you need to make a call to the attachment endpiont for a specific entity id, then you need to make a call to the download end point for each found attachment.

    We need an efficient way to be notified of weather there is an… more

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    0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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11. Pay Items API - allow access to the 'Display Name' field

    It would be great to be able to read the Display Name of the Pay Item.
    Also to be able to set the Display Name when creating a new Pay Item.

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12. Enable Bank feeds to public

    Allow bank feed to be retrieved via Xero API. All I want to do is allow my staff to see what payments have been received in the last day so they can release equipment. Very basic. But I go through paying the subscription and setting up the whole thing just to find that obvious and needed option is not available?? If I try to setup an API with the NAB thats going to be a nightmare. Its all there in Xero - if we log in we can see it. So why not allow access with an API?

    6 votes

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    0 comments  ·  Banking  ·  Delete…  ·  Admin →
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13. set "Offer auto pay" via the API

    When creating a repeating invoice via the API and setting "Approve for Sending" is it possible to send in a flag to also set "Offer Auto Pay" (stripe in our case) or at least have it turned on in the payment settings section?

    see this Stack Overflow post for more details
    https://stackoverflow.com/questions/76440037/set-auto-pay-for-online-payments-on-repeating-invoices

    4 votes

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14. Include the AccountID field for PurchaseOrders and Quotes

    Quotes and PurchaseOrders are the only endpoints remaining where the lines do not include the AccountID.

    For consistency, it would pay to include these fields.

    Hopefuly, this is a simple request since AccountID was added to CreditNotes, Invoices and RepeatingInvoices recently.

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    0 comments  ·  Quotes  ·  Edit…  ·  Delete…  ·  Admin →
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15. "Bank Name"

    Please add "Bank Name" field to "Accounts" API. Currently, this API provides only Account details.

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16. Add Disposal Date to fixed assets in the API!

    It would be really useful to have the date a disposal was registered in the API

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    0 comments  ·  General Requests  ·  Edit…  ·  Delete…  ·  Admin →
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17. Be able to get receipts pdf through API

    Now the receipt is downloadable in the transaction:payment. However it would also be great if the receipt downloadable through API without the need of user to go in the xero account and download it.

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    0 comments  ·  Receipts & Expenses  ·  Edit…  ·  Delete…  ·  Admin →
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18. Deleting Allocations from Prepayments and Credit Notes

    In the current version of Xero, the deletion of allocations from PrePayments and Credit Notes is not allowed via the API and can only be done via the web interface.
    It is a much-needed feature and we have tens of hundreds of clients who are asking for it.

    2 votes

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    0 comments  ·  Credit notes  ·  Delete…  ·  Admin →
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19. Calculate any lump sum payments you may receive within the NHS.

    Calculate any lump sum payments you may receive within the NHS.visit https://paidhours.co.uk/

    1 vote

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    0 comments  ·  General Requests  ·  Delete…  ·  Admin →
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20. Chart of accounts via API - bank accounts

    As the Organisation creation wizard limits the import of Chart of Accounts to 1000 when they exceed this they need to be imported via the API. Causing additional pain to transfer the bank balance from the chart of account type pushed in via the API to a newly created chart of account to connect the bank feed to.

    The constraints on the API is that the Credit cards and Paypal account types can only be created as type Bank Account type. This means that the client is unable to connect the correct Bank feed as the Account Type is incorrect.

    I am proposing that all Account Types be available through the API as they are available to the front end.

    As the Organisation creation wizard limits the import of Chart of Accounts to 1000 when they exceed this they need to be imported via the API. Causing additional pain to transfer the bank balance from the chart of account type pushed in via the API to a newly created chart of account to connect the bank feed to.

    The constraints on the API is that the Credit cards and Paypal account types can only be created as type Bank Account type. This means that the client is unable to connect the correct Bank feed as the Account Type is incorrect.

    … more

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    0 comments  ·  Accounts  ·  Edit…  ·  Delete…  ·  Admin →
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