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Accounting API

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578 results found

  1. Xero has finally released a "Credit Limit" facility for Customer accounts. Please can you make this available through the API?.

    323 votes
    62 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    Thanks heaps for taking the time to suggest this! We’ve shared your idea with the relevant team at Xero. While we might not be able to action every idea, your feedback plays a big part in shaping where we focus and how we can improve your developer experience.

  2. I've been working with GetBalanceSheet reporting api, I realized while fetching data for all dates and found out that it is returning data pointing to the last date of the month in the input date.

    Example:

    Get-Balancesheet API
    date: 10/24/2021 (mm/dd/yyyy)

    API returns data as of 10/31/2021 instead of 10/24/2021

    Get-IncomeStatement does not have this issue.

    3 votes
    0 comments  ·  Reports  ·  Admin →
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  3. Provide superannuation payments data through an API - to represent what is available in the superannuation payments report currently.

    This would also need an employee Id - currently only shows the employee name.

    3 votes
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  4. Hello - Who can I speak with regarding help for API connection to a payment processor?

    1 vote
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  5. Currently when sending the invoice email from the API it sends as plain text. Update it to send the standard html email with the green 'Pay Now' button.

    8 votes
    1 comment  ·  Invoices  ·  Admin →
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  6. there's an article for "Creating Bills from Purchase Orders" (https://central.xero.com/s/article/Creating-bills-from-purchase-orders), however I can't find endpoint for this action in accounting API (https://xeroapi.github.io/xero-node/accounting/index.html#api-Accounting).

    Update the status using updatePurchaseOrder (https://xeroapi.github.io/xero-node/accounting/index.html#api-Accounting-updatePurchaseOrder) won't let user create a bill in xero by default.

    Fyi, this is my case detail : (https://central.xero.com/s/case?caseId=5003m00001DLY6B)

    Thanks

    1 vote
    How important is this to you?
  7. This would allow much greater financial reporting flexibility. Like Tracking Categories, not all Journals have Contacts. Your new Xero report, P&Ls by Contact, leads me to believe the Xero data structure may support this. Thank you!

    8 votes
    1 comment  ·  Journals  ·  Admin →
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  8. It would be great if the reference populated into one of the payment fields - ref or Code so the Supplier knows exactly what we have paid for - and allocates our payment as we intended.
    The Accredo package did it - all part of package.

    2 votes
    0 comments  ·  Admin →
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  9. Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.

    This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.

    Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for invoices and invoice items that are generated outside of Xero…

    100 votes
    21 comments  ·  Invoices  ·  Admin →
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  10. As seen on this link: https://developer.xero.com/faq/permissions#user-permissions , currently only standard users can use the API, however, this makes no sense for my use case, and this is probably the same for other people.

    Right now I'm trying to build an app that will automatically create invoices and email them to the contacts, however, I do not want to connect a standard full user to my application, as the returned access token will have full access to all my banking account statements whereas all I need I to create a Sales Invoice, which could be done with a "Sales Invoice only"…

    9 votes
    How important is this to you?
  11. Sent to Contact on credit notes is read only right now.

    Please allow us to do a POST call to this so we can mark sent to contact true as needed

    4 votes
    How important is this to you?
  12. It's great that xero supports MFA and I would like to query which users have MFA enabled (or more importantly which don't) and import into our SOC so we can ensure that all accounts are protected.

    Given how big a target a finance platform like Xero is for business email compromise and phishing scenarios and how critical MFA is in preventing these attacks - being able to collect this information and easily catch unprotected accounts is very useful.

    52 votes
    How important is this to you?
  13. Ability to retrieve the Box1-13 information on GST F5 for Singapore audience.

    1 vote
    How important is this to you?
  14. Microsoft Dynamics 365 Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Dynamics 365 Business Central is the new name for Microsoft Dynamics NAV 2018. Highly adaptable and rich with features, Business Central Dynamics enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Microsoft Dynamics 365 Business Central brings the full power of Microsoft Dynamics NAV to the cloud. As such, Business Central Microsoft has at its foundation a set of trusted, proven technologies that have served 160,000…

    1 vote
    0 comments  ·  Admin →
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  15. For all bill journals retrieved through the GET Journals API, the reference field is blank. There is a reference field on bills. It would be great if they could be written to the journals table and exposed through the API

    3 votes
    0 comments  ·  Journals  ·  Admin →
    How important is this to you?
  16. Existing General ledger report gives understanding Summary/detailed Dr and Cr amounts but it does not tell you which Accounts are involved in transactions. Ability to create Summary Ledger for particular Account that shows correspondence with Accounts according recorded transactions. It is very useful to find mistakes if your allocations were wrong. For example, when you created bill and mistakenly choose wrong GST type or expense Account. Another good reason for monthly/quarterly reconciliation AR/AP. For example, creating AR ledger you will see aggregate or detailed amounts of Bank/Cash accounts, GST and Customer deposits. If you made mistake when you reconcile bank…

    1 vote
    0 comments  ·  Reports  ·  Admin →
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  17. When using the CreditNote API. A get using the CreditNoteID returns the line array, but when you use a WHERE clause it does not return the lines array. Having said that, it seems to be intermittent.

    Yesterday I was able to do both these with the same ID:
    a) GET /CreditNotes/{id}
    b) GET /CreditNotes?Where=CreditNoteID={id}
    And they both returned the lines[] array.

    Today, only (a) works to return the lines[] array.

    1 vote
    0 comments  ·  Credit notes  ·  Admin →
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  18. Hi,
    I was wondering if there was any plans to implement webhooks for Journals?

    Would be a great implementation for building block to Xero and working with the system.

    7 votes
    0 comments  ·  Journals  ·  Admin →
    How important is this to you?
  19. Allow the ability to include html in the Invoice email template so text can be made bold, italics, different sizes etc.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  20. We have a requirement to extract the Conversion Date of a company to work the total number of fiscal years with data, but it is not available through the API. Please expose it in the Organisation endpoint.

    1 vote
    0 comments  ·  Journals  ·  Admin →
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