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Accounting API

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494 results found

  1. Provide Service account for machine to machine authentication

    Provide Service account for machine to machine authentication

    For process to run via machine to machine so user interaction is not required. Saving of token or refresh token is not required, prevent hacking due to unsecure tokens.

    Similar to Google using OAuth 2.0 for Server to Server Applications
    https://developers.google.com/identity/protocols/oauth2/service-account

    For WorkFlowMax and Xero APIs

    7 votes
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    1 comment  ·  Authentication  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Display the AR/AP contact balance in API in both base currency and contact currency

    Currently the API only displays the contact balance in base currency and NOT the contact default currency.

    This makes it extremely difficult to confirm synchronisation drift between our systems through the current balance.

    Please include two currencies in the AR/AP contact balance object.

    6 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Add Contact address information for Quates endpoint

    There is no contact address information in the quotes endpoint

    1 vote
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  4. Auto invoice number and references

    If you leave the reference field blank on an ACCPAY invoice then the invoice number is automatically generated using the defaults INV-00381 etc. But if you give a reference 'August 2020 travel charges' and leave the invoice number blank then the API copies the reference and makes the invoice number 'August 2020 travel charges'. I want auto-generated invoice numbers but to be able to give an independent reference.

    3 votes
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Retrieve custom reports

    Can an API be created to retrieve custom reports outside the current scopes?

    4 votes
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  6. Download PDF and Online URL for Overpayments through API

    Our customers pay money in advance for us to hold and later use to pay for different services.
    Their reason is they have a budget allocation at the beginning of every month which they later use for a varied services with us.
    We can only keep the money as Overpayments as this has no tax impact.
    Customers need however a receipt in advance, to use before their finance department to actually make the payment.
    We need this functionality in the API to avoid messy manual work in parallel to Xero.

    3 votes
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  7. SIE file report/export

    SIE is a universal data format to exchange accounting information between different systems.

    Our auditor prefer having a SIE4 file, which he would import into his own system, to do the final revision and making necessary documentation for the government. W/o this file he has to tap in the data manually, which takes more time and cost us more money.

    We would like to add the SIE file format as an alternative for export.

    For mor information
    https://en.wikipedia.org/wiki/SIE_(file_format)

    6 votes
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  8. Add Is-Modified-Since optional parameter to GET LinkedTransactions

    I'm looking to filter the Linked Transactions returned by the GET. It looks like this was planned feature in the September 11, 2015 release notes and many other end points support Is-Modified-Since.

    4 votes
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  9. Default Tracking option for line items

    Hi, the Xero api offers creation of Tracking options against line items but is missing a way to add Default Tracking option for line item so that the generated line item will have this option as preselected. Currently we have to ask our customers to go and set the proper tracking option themselves. Maybe if we can have an endpoint to associate a certain option as default for the line item that would be great and save our clients the work to assign it manually.

    1 vote
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  10. Make it possible to run a report featuring all account codes including those with zero balcance

    When one is running a Cash Summary or Profit & Loss, why not make it possible to view & export the report featuring all active account codes?

    This would save a lot of time formatting excel sheets if the rows lined up every time. And it seems like a simple fix, just add the checkbox:

    "Run report featuring zero balance active accounts"

    1 vote
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  11. Linked Transactions via API - multiple in one call.

    Linked Transactions are limited to one per call via the API. This results in having to make a great many API calls unnecessarily. For instance linking the invoice line items to a project after several invoices with many lines are added via API will require many more calls than are allowed. For now I will have to put in place a costly work-around to trickle in the linked transaction calls.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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  12. Offer the Account Transactions report as an ODBC table

    I would like to be able to select a table in the ODBC connection that is the same as the Account Transactions report. This allows me to create financial statements and analysis based upon the full 'general ledger' of a company's transactions data set.

    1 vote
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    0 comments  ·  New APIs  ·  Flag idea as inappropriate…  ·  Admin →
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  13. Online Invoice URL - Allow fetching with invoice or in bulk

    Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.

    This proves to be a big issue with applications that grab and store historic data in the application.

    For example:

    We connect our application with Xero and there are 20,000 historic invoices in Xero.

    We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.

    Because we can only callout to 1 invoice at…

    6 votes
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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  14. Allow bulk retrieval of all outstanding balances by grouped contact

    Currently we can get the amount owing by querying individual contacts. However, given the API limits this becomes impossible to do on a daily basis for reporting once a reasonable number of customers is being queried.

    While it's possible it's better to do it in a web-hook-update kind of way when new information comes into Xero and is pushed externally, it would make more sense to me to have an endpoint that simply allows a contact summary to be obtained in a single API call which could have simple aggregates, like amount owing, shown.

    1 vote
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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  15. add the ability to trigger email of creditnotes to customers.

    We can trigger emailing invoices from XERO to the customers email address, using the /email end point on the INVOICES api. We urgently require the same functionality for credit notes and we do not understand why this feature was not extended from invoices to credit notes. Urgently required for customer integration project.

    12 votes
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    2 comments  ·  Credit notes  ·  Flag idea as inappropriate…  ·  Admin →
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  16. Allow more than one contact with the same name so API does not overwrite existing data incorrectly.

    We have had several 'David Smiths' buy from us via our website. As the API feed sends the data to Xero - Xero looks for a 'David Smith' and then automatically overwrites existing address and phone number etc with the new info.

    The result is data that is totally incorrect. Furthermore I recently sent a product to the wrong client which was costly and embarrassing.

    The simple solution is for Xero to have a 2nd and 3rd 'identifier' i.e. email address, post code. For example:

    If the name + the email address and/or the postcode are a match then =…

    1 vote
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  17. Fix Bug: Override TaxAmount in BankTransaction Endpoint

    Suggestion: Allow the overriding of the TaxAmount within the BankTransaction Endpoint. This currently works through the UI but not the API.

    Issue: Importing a 'Spend' BankTransaction using the API with an adjusted TaxAmount results in a Validation Error:
    [Message] => Tax amount 936.09 is incorrect for INPUT2 tax type, should be 187.22

    Works: Using the UI
    Doesn't Work: Using the API

    6 votes
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    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
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  18. Please update your Reporting APIs w/ option to get V2 [new] Balance Sheet and Profit & Loss including the default custom layout.

    Please update your Reporting APIs w/ an option to get V2 [new] Balance Sheet and Profit & Loss including the default custom layout.

    It is extremely frustrating that the report that comes from the API often in no way resembles the report that the Xero end-user actually uses via the UI, to the point that they don't even recognize it. They invested a lot of time making a custom layout with groups, rules, etc and the result is a pretty fantastic presentation of their financials, but all that work just gets thrown out when a 3rd party application collects the…

    37 votes
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  19. Return account & bank connection status

    It would be valuable to be able to obtain a status or timestamp of the last successful sync with the bank account. This way, we can inform customers if there is a problem with their bank or if their transactions or accounts are out of date.

    3 votes
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  20. Add Income By Contact to Reports API endpoint

    It would be extremely useful to us, if the Income By Contact report were to be requestable through the API.

    1 vote
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