Accounting API
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578 results found
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Ability to configure the email (to, subject & message) when creating repeating invoices via the API
It's great to see that creating and deleting repeating invoices is now available in the API. However, there was one crucial thing that was missed: There is no ability to create/define the EMAIL MESSAGE that gets sent with the repeating invoice.
The documentation mentions “You can use the API to trigger the email of an approved repeating sales invoice out of Xero by setting the ApprovedForSending to true and the status to AUTHORISED.”
The API has the fields SendCopy, MarkAsSent and IncludePDF, but there is no ability to define the actual content of the email.
This has somehow been missed.
…
9 votes -
Sync 0.00 value invoices and credit notes from Stock&Buy to Xero
Sync 0.00 value invoices and credit notes from Stock&Buy to Xero
Some online orders will be synced to S&B with 0.00 value to ensure our stock are correct. We will add the sales invoices into Xero base on these orders fortnightly statement. These 0 value invoices can be synced to Xero, but the refunds can't. This will cause the inventory difference between S&B and Xero.
Thank you.
3 votes -
Add 'Where' queries to Quotes API
Where queries allow more advanced filtering of data and would be nice for quotes considering its on the majority of endpoints currently
8 votes -
1 vote
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Practice manager - Ability to update task time allocations via API
The ability to add Job allocation and staff allocation times into a job in Xero Practice manager via the API.
3 votes -
Add batch support to the Assets API
CURRENTLY
The Assets API only allows POST requests of one Asset at a time.
ISSUE
If you need to create a lot of assets, that's a lot of POST requests.
SOLUTION
Support batch POST requests e.g. Payload = { Assets: [ ...assets ] }
1 vote -
On Attachment of supplier invoice against PO, update the POs UpdatedDateUTC
Upon Uploading a file to a Purchase Order in Xero the UpdatedDateUTC value does not update.
We are looking to pull all files linked to POs into our system and currently need to send a list of POs to check for attachments against, instead of easily knowing which PO has an attachment added since the last time we completed an API call.
3 votes -
Have addresses from the Fishbowl API be sent to the individual invoice rather than overriding the address in the contact screen
Allow Xero to receive billing and shipping addresses directly as the billing and delivery address for an individual invoice rather then it being sent to the overall contact screen. This would allow for invoices to have different addresses on them for the same client depending on the order. If this worked correctly, we could then have that address tied to and saved to an individual invoice. Currently, we have to manually change the address on every single invoice as our clients have orders shipped all across the country and the world.
3 votes -
if-modified-since and pagination for Repeating Invoice api
When will if-modified-since and pagination will be available for repeating invoice endpoint
3 votes -
automatically insert a Pay Now button when an invoice is emailed to a customer via the API POST function
Currently the Xero API allows us to trigger the emailing of a Xero invoice to the customer via a POST command.
If a Payment Service is already set up in Xero, the emailed invoice should automatically include the Pay Now button.
1 vote -
unlock reconciled transactions so that updates can be made via API
Currently, you can update reconciled transactions in Xero. However, reconciled transactions are locked (read-only) and can't be updated via the API. Users want to be able to update reconciled transactions via the API (add descriptions, change accounts, etc.).
20 votes -
Attach pdf invoice when emailing invoice via API
There is currently no way to attach the invoice PDF to emails when emailing from the API. We've had to resort to sending the link in the template used to email our customers. However, our customers prefer having an attachment instead of going to a link to download it.
69 votes -
3 votes
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Get, Post and Delete project Expenses
Currently, project endpoints are only available for projects, tasks and time. Unfortunately, expense for projects aren't available. Projects are an important feature for many businesses including construction and I've had numerous clients request this. This information can only be pulled via a detailed project report but the layout and format are very limited. So if the client would like to integrate the data to a CRM or format it a particular way they aren't able to.
1 vote -
Customisation of packing slip
There needs to be a simple way of customising the inbuilt packing slip (and accessing it) rather than having to go in and change the view.
Or can you please amend it to at least include a signatory section for the recipient to sign as Proof of Collection and change the name to Delivery Note.
1 vote -
deferred
Our business uses deferred income, and my accounts person makes an excel sheet everything month to calculate it (I only discovered this the other day)
Having revied the invoice API, it would be awesome if
1) A field called diferredincome to the invoice item, so that we can flag an invoice on creation as diferred, and export that information via the api. The field value would be number of months. E.g. a difered invoice over a year would have the value of 12.
2) Create a diferred income report using this data.
3) Create the journal entried for the diferred…
1 vote -
Search for a purchase order number using the API which includes a forward slash
We are creating purchase orders in Xero which have a purchase order in the format of: 'ABCDE/123'. These are coming from DataBuild. When using the PurchaseOrders API endpoint, we are unable to search for purchase orders due to the forward slash character. Have tried using various escape characters in the API call, but it does not work. The Xero API Explorer also fails when running the same call against the PurchaseOrders endpoint, yet the purchase order exists in Xero. We would like to be able to search for purchase orders using escape characters.
1 vote -
Allow Calculating leaves in days and not hours
Please allow calculating leaves in days and not hours. Some Xero users prefer calculating leaves in days.
1 vote -
Allow 20 characters in Phone Number field in New Zealand and UK
Problem:
The Xero phone number field only supports 13 characters in New Zealand and the UK. We have build an integration between Xero and BambooHR that is used by mutual companies in Australia, New Zealand and the United Kingdom. It has become a global necessity to keep mobile phone numbers with a country prefix. 13 characters, your current Xero limit, is not long enough and needs to be lengthened.
Solution:
We propose that Xero allows 20 characters in this field as BambooHR and many other companies now do.
Benefit:
Happy mutual customers who can data entry effectively important communication numbers.…
3 votes -
Practice Manager API returns the Last Modified Since value which you can search for
The Practice Manager API allows you to restrict the list to anything that has been modified since a particular date. The issue is that the value isn't returned on the response.
We would like that field to be returned so we have visibility on the exact last modified time.
https://developer.xero.com/documentation/api/practice-manager/clients#get-list
modifiedsince=yyyy-MM-ddTHHss
Thank you
3 votes
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