723 results found
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include the optionID in the "Get budgets" operation
According to the developer reference here https://developer.xero.com/documentation/api/accounting/budgets
The get budgets operation should include both the tracking category option name and ID.Currently, only the name comes through which means we are forced to name match unless we validate the names via a seperate API call before trusting that budgets are for specific options.
This method we are forced to use does not account for name collisions.
4 votes -
Expose the Online quotes URL via the Xero API
Be able to retrieve the online quotes URL via the Xero API as you already can for invoices (http://help.xero.com/#OnlineInvoices)
11 votes -
Provide a start and end date for budgets in the "Get Budgets" operation
We are currently implementing a feature where we bring in divisional budgets.
The companies we import into our product have data for a specific date range and we wish to filter out budgets for selection that do not have a date range that overlaps with the rest of the company data.
Without the ability to do this our users will have to pick from any budget that is filtered by a tracking category option and if they choose one that doesn't overlap we will have to either
- not connect the invalid budget in the first place and provide feedback as…
3 votes -
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.
…
4 votes -
Include Contact field in Journal Report API
When running the Journal Report API, Contact should be included in the resulting fields. We want to be able to see contacts by Account for our planning system.
1 vote -
Create more granular accounting scopes (eg: Sales - Invoice only)
Right now there is a very wide range of APIs wrapped up in the "accounting.transactions" scope, with no way to provide more granular access within these APIs (https://developer.xero.com/documentation/guides/oauth2/scopes#organisation-scopes).
This means that it's not possible to grant access to something quite narrow without also granting access to other things that are often not needed. For example, you cannot grant permission to creating/manipulating Sales Invoices without also giving access to all Bank Transactions at the same time.
This problem is perhaps accentuated for Custom Connections, which are designed to be used for "in house" integrations, as ALL developers with access…
59 votes -
Reconciliation API
It is very important to add an API that would allow us to pull the reconciliation data in order to connect it to our customized platform where we can add more AI logic which will make reconciliation much faster and easier.
We can pull all bills and invoices, and it would be great if we can integrate the reconciliation of Xero in order. this way our developers can implement the logic that works for our business6 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.
1 vote -
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
5 votes -
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.
3 votes -
1 vote
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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.
1 vote -
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.
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 -
if-modified-since and pagination for Repeating Invoice api
When will if-modified-since and pagination will be available for repeating invoice endpoint
1 vote -
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.).
8 votes -
1 vote
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Add If-Modified-Since optional parameter to Xero Projects APIs
We are trying to sync customer's Tasks across Xero Projects, currently we have to poll for all Tasks on each Project. Some customers are using 200+ 'active' (state= INPROGRESS) projects, however they are only adding 5-10 Tasks a day spread across these projects.
If we were able to query the /projects endpoint with a 'If-Modified-Since' parameter (or header) and the result only contained projects either updated direct or those that had associated Tasks added/edited, then we would only need to call /projects/:id/tasks for those ProjectId's, likewise if this endpoint also could be queried with
If-Modified-Sincethen only those new Tasks…2 votes
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