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Accounting API

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  1. 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

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    0 comments  ·  Admin →
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  2. 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

    1 vote

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    0 comments  ·  Journals  ·  Admin →
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  3. Currently you cannot send the PDF version of the invoice as an attachment to the invoice via the API.

    97 votes

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    56 comments  ·  Invoices  ·  Admin →
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  4. 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

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    0 comments  ·  Reports  ·  Admin →
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  5. 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

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    0 comments  ·  Credit notes  ·  Admin →
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  6. 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.

    3 votes

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    under review  ·  0 comments  ·  Journals  ·  Admin →
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  7. Allow the ability to include html in the Invoice email template so text can be made bold, italics, different sizes etc.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  8. 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

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    0 comments  ·  Journals  ·  Admin →
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  9. In many cases, people make mistakes. On my Xero application, it happens too. I want to enable people to delete the transactions made by mistake.

    2 votes

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    0 comments  ·  Banking  ·  Admin →
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  10. I would like to be able to retrieve the User Activity but cannot see an API for this.

    1 vote

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  11. Incorporate the filters for outlet and revenue type and other available segmentations.

    Noted that Xero allows the user to configure accounts by 2 segmentations: seg1 and seg2.

    For example, trial balance filtered by seg1 and seg2.

    Alternatively, if the output can show information of seg1 ns seg2 for each transaction or account will also do.

    1 vote

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    0 comments  ·  Admin →
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  12. Your system needs to support longer SKU's if you plan to continue working with the KATANA platform and Shopify they do not have a hard SKU limit and because of this we are unable to import a number of the orders we import from Shopify into Katana... and this requires us to do a work around to create a order/invoice in your system...

    2 votes

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  13. It appears that there are two key things missing from the current version of the Xero API:

    The Tables part of the API does not currently have a connection to the Nominal Ledger (Account) Transactions

    The Reports part of the API connects to several of the standard reports, but doesn’t connect to the Account Transactions report.

    Either of these would allow a full list of transactions to be accessed via the API.

    4 votes

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  14. When the new authentication system goes live - the invoice webhook should send the invoice payload. This makes sense as the authentication system is 1:1, and it will reduce the amount of API calls.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  15. We have been trying this endpoint
    POST https://api.xero.com/api.xro/2.0/Invoices/aa682059-c8ec-44b9-bc7f-344c94e1ffae/Email

    It sends an email to the customer with a link to the invoice.

    Currently it is not possible to configure this so that it includes the pdf attachment. There is a check box option for this functionality if using the UI.

    I am just thinking of all those people that want their pdf invoices sent directly to their ReceiptBank accounts etc.

    1 vote

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    1 comment  ·  Invoices  ·  Admin →
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  16. Sadly this is a bug not a feature request ...

    We have found and verified that invoices that are sent via the Xero web UI do not update the UpdatedDateUtc value. In the case of synchronising to an external system this makes it difficult to keep the invoice status in sync (so we can avoid expensive API calls).

    Typical use case is:

    1. A lot of invoices are created - these sync to our local system.
    2. We track the latest modified date and store for future syncs.
    3. Invoices are sent from Xero - webhooks trigger for these.
    4. We then check with…
    1 vote

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    2 comments  ·  Invoices  ·  Admin →
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  17. In Create Contact "PUT"/"POST" request, now only "Bank Account Number" supported. It does not support "Bank Name" or "Details".
    Please add all fields to API call , (whichever are exposed via Manual creation of Contact ).

    57 votes

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    under review  ·  6 comments  ·  Contacts  ·  Admin →
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  18. When you change something simple on a product item (say the description) then a request for modified since returns this item.

    But if the stock in-hand figure changes (because you've sent an invoice) then the modified date doesn't change and this item isn't returned in the atli query.

    So, in effect there is no easy to tell (via API using modified dates) when the stock on- hand has changed. You would have to load all items every ten minutes to know what the current in-hand stock is... And then you would get rate limiting issues.

    8 votes

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  19. 2 votes

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    0 comments  ·  Reports  ·  Admin →
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  20. The invoices and contact webhooks have been active for over 2 years now, when will we see more webhooks?
    Credit notes, bills, payments, etc.

    21 votes

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