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Accounting API

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Accounting API

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  1. 4 votes

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

    145 votes

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    75 comments  ·  Payments  ·  Admin →
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    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.

  3. 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…

    63 votes

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    30 comments  ·  Invoices  ·  Admin →
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  4. 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

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    0 comments  ·  Reports  ·  Admin →
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  5. 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

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    0 comments  ·  Reports  ·  Admin →
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  6. 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

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    0 comments  ·  Reports  ·  Admin →
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  7. Hello - Who can I speak with regarding help for API connection to a payment processor?

    1 vote

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  8. 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

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    1 comment  ·  Invoices  ·  Admin →
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  9. 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

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  10. 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

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    1 comment  ·  Journals  ·  Admin →
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  11. 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

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    0 comments  ·  Admin →
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  12. 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 votes

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    0 comments  ·  Banking  ·  Admin →
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  13. 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.

    19 votes

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  14. 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

    2 votes

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  15. Ability to retrieve the Box1-13 information on GST F5 for Singapore audience.

    1 vote

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  16. 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.

    3 votes

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    1 comment  ·  Banking  ·  Admin →
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  17. 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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  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.

    5 votes

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

    103 votes

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    57 comments  ·  Invoices  ·  Admin →
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