731 results found
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Change of bank account - checkbox and/or prompt to verify that you have verbally confirmed the account details are correct for Suppliers
Change of bank account - checkbox and prompt to verify that you have verbally confirmed the account details are correct for Suppliers. Date functionality of when you confirmed would also be beneficial.
1 vote -
Expose UK VAT report via API
For UK registered business, it would be extremely helpful to expose the information for the upcoming VAT Amount and due date.
3 votes -
Contact Bank Details (all fields) to be able to be updated via API
At the moment, contact bank details fields need to be updated through the front-end UI, only the BSB and Account number can be updated via API. Just wondering if Xero can add all fields to the Update contact details API function?
"BatchPayments": {
"BankAccountNumber": "0000007",
"BankAccountName": "XXXXX",
"Details": "SQUAD",
"Code": "",
"Reference": ""
}13 votes -
Allow Invoice only users to use the API
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"…
5 votes -
Query exchange rate through the API
The exchange rates are automatically calculated in Xero and not available for query. I want to use the same exchange rates in a third-party software (otherwise the reported money amounts will not match), so I need a way to query the exchange rates that were valid on a certain invoice date.
26 votesOur agreements with our FX provider prevent us from offering a general API endpoint for historical exchange rates.
However, you can access the precise rate used for any transaction directly. When you retrieve a multicurrency invoice, the CurrencyRate field contains the exact rate that was applied, ensuring you can match your financial reports exactly.
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Provide API for retrieving Uncoded Statement Lines
Bank Reconciliation is necessarility a collaborative effort when multiple people have company cards and not everyone is great at uploading their statements.
We have been using a Python mechanize script to scrape xero and download uncoded statement lines, recognise transactions by the last 4 digits of the card numbers, and post that to slack to nag the respective company card holders, and that's been working ok for the past year...
We know how difficult it can be to change your minds on the necessity of API endpoints like bank statement line import and reconciliation via the API, or adding improvements…
3 votes -
add the platform 'Clockify' as an integration option
Hi, it would be great to be able to automatically import time logs from Clockify per client and create weekly invoices.
1 vote -
update repeating invoices when an inventory item price is updated
Currently when an inventory item's price has been updated, the updated pricing does not automatically apply to repeating invoices. Would love for an option to update be available.
1 vote -
4 votes
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Link Projects to Invoice Line Items
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…
64 votes -
Customer Credit Limits available via API
Xero has finally released a "Credit Limit" facility for Customer accounts. Please can you make this available through the API?.
146 votesThanks 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.
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Get mapping of companies with all embedded integrations
Suppose, I have more than 500 companies to manage and each one uses different integrations eg: routable, adp, toast, square etc. How can I see which company is associated with how many integrations. I want to have a report or api that can provide me that information.
Otherwise, there might be a possibility that for example: "Company A" in Xero might accidently or by human error be connected to "Company C" in routable instead of "Company A". Having some kind of metric can help in auditing/correcting such things else it could be a recipe for disaster.
1 vote -
Get the percentage of income in the Profit & Loss API
The profit & loss api requires a % of income exported into their json it'll help report devs like me working on the custom reports to avoid complicated calculations on the reports and bring flexibility of data in the API
1 vote -
Get-BalanceSheet API for reporting should spit out data as of the input date parameter
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.
1 vote -
API Connectivity
Hello - Who can I speak with regarding help for API connection to a payment processor?
1 vote -
Make the API invoice email the standard html email not plain text
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.
3 votes -
create new endpoint for "Copy to Bill"
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 -
add Contacts as an element to GET Journals
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!
4 votes -
I really like Xero - but get frustrated that I have to type each invoice number in the payments schedule -
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.1 vote -
Return bank transaction id in GET Payments
Instead of just the Boolean "IsReconciled" with GET Payments, please include the bank transaction id that could be used to join the payment with a bank transaction from GET BankTransactions.
2 votesPayments aren’t reconciled against “Bank Transactions” from the /BankTransactions endpoint.
“Bank Transactions” are spend and receive money transactions https://central.xero.com/s/article/Add-a-receive-money-transaction
The are reconciled against “bank statement lines” which come in on bank feeds and can’t be retrieve by the API
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