Accounting API
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174 results found
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1 vote
As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Accept fractions of a cent in UnitAmount
The majority of our invoices are for many hundred thousands of units, each of which cost something like USD$0.00015.
The API currently rounds this LineAmount to 0.00 then complains that my total doesn't equal the sum of the lines.
56 votesWhoops, apologies folks – we have released a feature that supports 4 decimal places on UnitAmounts:
http://developer.xero.com/documentation/advanced-docs/rounding-in-xero/#title2Apologies for being slow to update this thread.
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Reports By Tracking Categories
Retrieve reports such as P&L, trial balance & budget by tracking category.
Our customers have requested for the ability to import their tracking categories from Xero into our program for reporting purposes. Any idea when the API will support this?
(edited by Xero staff for clarity)
53 votesThanks for your votes everyone. We have released the ability to retrieve the P&L and balance sheet reports by tracking today: http://blog.xero.com/developer/v2-release-notes/
While budgets by budget (tracking) is available within the main Xero application, we were unable to fit that into this release – we have a new uservoice request thread if you still want to see this feature (http://xero.uservoice.com/forums/5528-xero-api/suggestions/3267328-budget-summary-report-by-budget) but we hope most of you will find the above sufficient.
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Make Company -> Line of Business readable via the API
It would be useful to be able to access the "Line of Business" field programatically, which would allow developers to then build analytic tools for accountants
3 votesThe line of business field is now returned on the GET Organisation API call: http://developer.xero.com/documentation/api/organisation/
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set up purchase orders
See top box
7 votesPurchase orders are now live in Xero:
http://blog.xero.com/2013/11/purchase-orders/If your request related to purchase order functionality within the Xero API, please vote and subscribe to this thread:
http://xero.uservoice.com/forums/5528-xero-api/suggestions/4327134-enable-the-upcoming-purchase-order-module-to-link- -
different templates for quotes and Invoices
Usually my quotes and Tax invoices have different information. In the quotes is always useful to include some basic terms. In the Tax invoice only payment info.
Every time I need to send a quote I need to change the invoice settings which is time consuming.
47 votesWe’ve supported branding themes via the API for a while now – please raise a new request if there is a specific issue with how this works.
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History & Notes
Expose invoice History & Notes through the API
574 votesHi everyone,
Thanks for your patience. History and notes are now available via the API.
Check out all the details at https://developer.xero.com/documentation/api/history-and-notes
Cheers,
Adam -
Allow adding Contacts to Contact Groups
When you GET a Contact via the API you are returned the ContactGroups that they belong to. But if you try and update their ContactGroups with a PUT or POST the API will just ignore the ContactGroups XML element.
It would be really useful for automating the organisation of Contacts, if you allowed us to update the ContactGroups for a Contact in a similar way that you can add LineItems to an Invoice.
75 votesWe are glad to announce the release of the ContactGroups endpoint which allows this functionality: https://community.xero.com/developer/discussion/6512619/
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Be able to overide a currency rate for an invoice raised in a foreign currency
In the app you can override the currency rate with your own. Would be great to do this with invoices generated via the API as I get my rates from another provider (ie. not XE)
28 votesI can confirm that we now support setting the currency rate on a foreign currency invoice: http://developer.xero.com/documentation/api/invoices/
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allow fine grained permissions
I'd like to be able to generate multiple API keys for myself, but be able to control the permissions for each of these keys.
For example:
I do some subcontracting to a company and do timesheets for them each month. I then invoice them each month with those timesheet numbers as each line item on the invoice. I'm currently modifying their timesheeting system (which I wrote anyway) so that it'll generate the invoice for me in Xero, it would be nice to be able to PUT an invoice but not allow anyone else in the company to do any GETs…64 votesYou can now set more fine grained permissions for your app using scopes in OAuth 2.0
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Add read-only access to accounting numbers for use in other systems
I have an internal system that handles all the other metrics for our business, but the financial data is missing.
We could either hand-enter the necessary data or build some sort of import functionality, but it would be best to query Xero directly so I can use that data in my internal system.
Thanks for listening!
93 votesIt is now possible to request read-only access for your app using scopes in OAuth 2.0 https://developer.xero.com/documentation/oauth2/scopes
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correct your flash player detection so that it accepts flash 11.
I am a linux 64 bit user, and therefore I need to use flash 11 (since flash 10.x is only 32 bit). Flash 11 is already on release candidate stage and I use flash sites everywhere without problem. But when I try to use xero it says "You dont have flash player installed".
2 votesSorry for the late reply, this was missed as it is not an API request, but I can confirm the flash detection issue was fixed a couple of weeks ago.
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56 votes
This suggestion is well overdue for an update!
Support for updating the chart of the accounts was released back on the 4th of May.
We also have the Setup endpoint for the bulk creation of chart of accounts. See the conversions guide for more details on that http://developer.xero.com/documentation/api-guides/conversions/.
The only outstanding functionality is to be able to update bank accounts. I’ve created another post to track demand for that specific feature:
https://xero.uservoice.com/forums/5528-xero-core-api/suggestions/9679785-update-bank-accounts -
Import invoices in foreign currency not just base currency
At present any invoice either imported or brought in via API can only be in the base currency. This means for any foreign currency invoice the user has to click into every single invoice and change the currency manually and then save. This is to say the lease a tad tedious, especially given it is a multi-currency system.
3 votesThis is well overdue to be closed!
API support for multi currency invoices was completed loooooong ago.
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when contacts are merged show this status for the API
When merging contacts the system seems to treat them as a delete so we can’t differentiate them from a full delete. Ideally they should show a status of merged and the ID of the contact they were merged with that way we could perform the same action in the CRM of merging the contacts history rather than deleting them.
313 votesHi everyone,
The MergeToContactID field is now available on the Contacts endpoint and shows the destination of a merged contact.
https://developer.xero.com/documentation/api/accounting/releasenotes/#15-oct-2021
Cheers,
Adam -
include an Id unique to the oAuth'enticated user
That will allow consumer apps to differentiate services based on the authenticated user (e.g. ACLs with app specific permissions).
5 votesIn a recent release we provided an Organisation shortcode which is a unique identifier of the Xero organisation you are connected to. http://developer.xero.com/v2-release-notes/#2.22
An API connection, though facilitated by a user, is tied to the organisation, not the user. This is why the shortcode is the most appropriate unique identifier within a connection.
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Include Financial Year End in the GET Organisation response
Including a companies year end date would have value for people using the reports API
2 votesCleaning up some old requests, just confirming that FinancialYearEndDay and FinancialYearEndMonth are exposed in the GET Organisation API call.
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Modify already authorised Invoices via the API so they can be quickly reconciled
Our clients don't pay invoices if they are unhappy with one of the LineItems. As we like to be able to reconcile payments quickly all invoices are authorised as soon as they are in Xero. Which means they then can not be modified via the API without running around xero doing all sorts.
1 voteIn our latest update we added support for updating approved invoice via the API (as long as no payments have been made on the invoice)
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show more detail on GET TaxRates
Specifically the tax rate components that make up a tax rate i.e. the name, the rate and compounding indicator, this is very useful information for our application
3 votesI’m not sure when we released it, but it was a long time ago =) This is well overdue to be closed.
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be able to get Bank Account balances via the API
Would be awesome to be able to GET /accounts or /bank_accounts and grab a listing of all our bank accounts and their associated balances!
56 votesWe have exposed a number of reports via the Xero API. One of which is the BankSummary report, which shows the opening and closing balances for a specified date range. This can be used to get the current balance of a bank account.
See http://blog.xero.com/developer/api/Reports/#BankSummary for more information.
Dan..
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