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Accounting API

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577 results found

  1. 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…

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  2. 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…

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  3. 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.

    1 vote

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  4. 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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  5. 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.

    1 vote

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    0 comments  ·  Quotes  ·  Admin →
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  6. Please add "Bank Name" field to "Accounts" API. Currently, this API provides only Account details.

    1 vote

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

    1 vote

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    0 comments  ·  General Requests  ·  Admin →
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  8. 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.

    1 vote

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  9. 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?

    4 votes

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    0 comments  ·  Banking  ·  Admin →
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  10. 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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  11. Calculate any lump sum payments you may receive within the NHS.visit https://paidhours.co.uk/

    1 vote

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  12. 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.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  13. Be able to set the default branding theme ID on contact POST

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  14. Currently it's possible to add a 0 value transaction on a bank account using the web interface by clicking "New Transaction" selecting "spend money" then adding a positive sum to one account and a negative sum to another account.

    When attempting this with the API you get a validation error "The Total for this document must be greater than zero".

    This is a simple request to remove the additional validation on the API to allow this transaction to be added (like you can in the web interface).

    Something similar can be achieved with a manual journal, however these don't support…

    2 votes

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    0 comments  ·  Banking  ·  Admin →
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  15. The API doesn't currently offer access to product attachments. This would be useful in our case.

    1 vote

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  16. It's great that we can create and delete repeating invoices via the API, but we also need the ability to update them, especially options such as ApprovedForSending, Next Invoice Date, and Due Date.

    11 votes

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    4 comments  ·  Invoices  ·  Admin →
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  17. A U.S. nonprofit's statement of activities groups expenses by activity, not by account. It would be helpful to be able to add an account to a blank report more than once so the account can appear under different groups, and to be able to apply a filter to each group by one or more tracking categories. This would allow us to create a report using the Blank Report template that mimics the statement of activities.

    1 vote

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  18. I've previously used ODATA when filtering requests - e.g. MYOB.

    It provides an 'IN' operator for the filter, so you can request using a list of items.

    e.g. ?where=Code IN ('1234','1245','1236','1237','1238')

    Obviously, this translates directly to the common SQL clause - WHERE column_name IN (value1, value2, vlaue3, etc)

    Thus avoiding the need for multiple request, or paging an ALL accounts request and then filtering locally.

    1 vote

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  19. For example any network, process issues etc may cause a request to create an invoice (or other resource) to occur, but the response to never be recorded. Potentially causing the process to retry this action.

    One way is to add a idempotency key which Stripe for example does nicely here: https://stripe.com/docs/api/idempotent_requests

    Another way would be to have a non consumer facing external ID, for both the resource and lineitems that can be set by the application and then check for its existence later. Or allow the application to set the UUIDs for these resources

    For something as accurate as accounting,…

    1 vote

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  20. We aren't able to connect a 3rd party uncertified app due to already being at the limit of 2. This poses quite an issue for us!

    1 vote

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