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Accounting API

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174 results found

  1. Access additional fields in the contacts record

    When creating/updating/reading contacts have the ability to access the additional fields that exist (ABN, bank account details, etc).

    Would also be good if we could create custom fields attached to each contact or to have a generic "notes/comments" field that we could dump data (preferably HTML) into.

    A logical extension to this would be the ability to reade/write the notes/history section of each contact.

    2 votes
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    Contact details returned will be more comprehensive in our next API update – a developer preview release will be available during the week of 7-11 Sept 09

    Update – 24 Sept 09 – I’ve created another request for the additional fields – sorry I’m missed this when setting this issue as complete

  2. Allow posting to bank accounts via the API

    All that is required is that the Invoice API be changed to allow posting to the bank accounts. Then it will serve as a general transaction import function.

    12 votes
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  3. invoice(s) PUT addresses/phones elements should not be mandatory

    Xero doesn't require addresses & phone(s) fields when creating a contact, why are they neccessary via the API ? For external systems using Xero as the data source of Customers where they are read only in the external system the schema should be changed so those fields are non-mandatory

    1 vote
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  4. Additional GET /invoices Request Parameters

    It would be really handy if the GET /invoices request also accepted the optional parameters contactID and contactNumber to retrieve invoices created for a specific contact. This extends the provious contact id request submitted by phaines.

    2 votes
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    completed  ·  0 comments  ·  Admin →
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  5. Compress responses (Gzip)

    Responses from the API should be compressed (e.g. gzipped) as XML is very verbose and responds well to being compressed.

    This should be a simple setting change within IIS.

    I haven't tried my application with the production system so it might already be enabled there, but this would also help in the test system.

    As the server will only respond with compressed content if the client request says it supports it, this feature shouldn't break anyone's existing code.

    1 vote
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  6. add invoice templating system

    similar to Xero for Office but online. There are many international users who will love to have invoices in their own language.

    15 votes
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    In the December 2010 release of Xero, we added a feature for users to define custom branding themes using .docx invoice templates. These templates are used to generate PDFs of invoices and statements. These docx invoice templates can use any language you choose.

    See http://blog.xero.com/2010/12/design-your-own-invoices/ for more informaiton.

    The Xero API has since been enhanced to allow invoices to be created, referencing different branding themes. Once an invoice has been created, the PDF of the invoice can be downloaded via the API.

    See http://developer.xero.com/api-overview/http-get/ and http://blog.xero.com/developer/api/invoices/ for more information.

    Dan..

  7. Fixed assets API

    Provide an API for the fixed assets module.

    128 votes
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    We’re pleased to announce that the Assets API has now been released: https://devblog.xero.com/assets-api-making-your-fixed-assets-restful-98f9eb42e2c5

    Please give it a try and let us know if you have any feedback. This is only the beginning for the Assets API so please add new user voice requests if there are any specific features you’re still after,

    The docs can be found here: https://developer.xero.com/documentation/assets-api/overview/

    Cheers,
    Adam

  8. be able to get customer balances via the API

    for the purpose of knowing if a customer have overdue balances - so would need to return current balance and overdue amount.

    158 votes
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    7 comments  ·  Reports  ·  Admin →
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  9. 11 votes
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  10. Set up cost centres

    I would really like to see cost centres being set up so that we can track the spending of various departments in common account codes such as Printing etc. I can;t move several clients over due to that and there' no reason to use workflow max or similar as it is just a costing system

    3 votes
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  11. Include contact id on GET /invoices

    When retrieving invoices using the GET /invoices method the contact portion does not contain the Xero contact ID or contact Code therefore an additional series of GET /invoice/invoiceID method calls are required to establish the contact.

    11 votes
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    1 comment  ·  Admin →
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  12. be able to get approved invoices in PDF format via the API

    Be able to query Xero with an invoice number and get a PDF returned of the approved invoice

    108 votes
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  13. 74 votes
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    10 comments  ·  Contacts  ·  Admin →
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  14. Service to calculate Tax on AR invoice

    Would help to have a service call where an invoice can be sent with no tax details, and Xero calculates the tax and returns it - without saving it in the Xero org. This makes it easier for other applications to leverage our tax calculation engine and ensure consistency in the calculation used.

    4 votes
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  15. Integrate with JavelinCRM

    Javelin CRM is a create CRM tool www.javelincrm.co.uk

    3 votes
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  16. add journals via the API

    Add manual journals via the API - same functionality as the app

    1 vote
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  17. allow uploading of receipt (files) for expense claims

    Ability to upload a copy of a receipt to accompany an expense claim. Could be a scanned image or photo (JPG) taken of the receipt with your mobile phone.

    191 votes
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  18. Adding payments to invoices via API

    Be able to record a payment on an AR invoice via the API. Specify the date , amount and which bank account the money is being paid to

    65 votes
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    completed  ·  6 comments  ·  Admin →
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  19. allow itemcodes on AR invoices added via API

    Be able to specify item codes on line items on AR invoices generated via the API.

    45 votes
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  20. archive contacts via the API

    Ability to archive a contact. The user should have a way in Xero to view archived contacts and restore them – this could just be another automatic contact group like customers and suppliers are which shows as a tab in contacts where they can view the archive list and restore the selected contacts. Archived contacts should not appear in any of their custom ‘contact groups’ but the links should not be removed so if they are restored they return to the original groups.

    18 votes
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    3 comments  ·  Contacts  ·  Admin →
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    Today’s API release provides the ability to archive contacts via the API. http://developer.xero.com/documentation/api/v2-release-notes/#2.50

    We still have some work to do on contacts, including allowing developers a way to see merged contacts: http://xero.uservoice.com/forums/5528-xero-core-api/suggestions/89557-when-contacts-are-merged-show-this-status-for-the
    And also to merge contacts via the API: http://xero.uservoice.com/forums/5528-xero-core-api/suggestions/5885401-merge-contacts-via-the-api

    Please show your support on these requests if they are important to you.

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