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136 results found

  1. 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 votes

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    6 comments  ·  New Endpoints / APIs  ·  Admin →
    declined  ·  AdminKelly (Admin, Xero Developer Centre) responded

    Our 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.

  2. 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 votes

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    0 comments  ·  Banking  ·  Admin →

  3. REFERENCE Field is now missing for API for ACCPAY invoices

    REFERENCE Field is now missing from API calls for ACCPAY (Accounts Payable) as per attached examples, change seems to have happened on the 4th June 2020

    1 vote

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    3 comments  ·  Invoices  ·  Admin →

  4. Disable browser autocomplete on global search field

    Could the front-end devs please add an autocomplete=off attribute to Xero's main global search input field like so:

    <input type="text" id="queryInput" value="xe" autocomplete="off">

    The browser's native suggestion dropdown covers the Xero results, which is usually blocking the item you actually want to click on.

    1 vote

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    0 comments  ·  General Requests  ·  Admin →

  5. A set of forward/back button links at the top of each page.

    When searching through several pages of, say, bank statements to find a specific item it becomes very annoying to have to go back to the bottom of each page to access the button for forward/back. Surely it makes complete sense to have the bottom buttons copied to the top of each page too.

    1 vote

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    0 comments  ·  Admin →

  6. Simpler BAS via Xero API

    87 votes

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    70 comments  ·  Reports  ·  Admin →

  7. Add a rural delivery charge for any customer with a rural address

    2 votes

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    declined  ·  0 comments  ·  General Requests  ·  Admin →

  8. Add Purchase Order (PO) number to invoices

    It would be useful to add PO number to invoices as a separate field.

    At the moment we have to add it to the reference.

    Large enterprise clients expect to see their PO number in the top right area of the invoice but it sometimes isn't clearly visible when we put it into the reference and then their procurement department rejects the invoice.

    1 vote

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    2 comments  ·  Invoices  ·  Admin →

  9. Add visibility of Quotes to the Main dashboard - Alongside Invoices.

    Add visibility of quotes summary to the Main dashboard - either under:

    "Invoices owed to you" - replacing "draft invoices" or adding alongside "draft invoices".

    or

    a stand alone "Quotes Summary" section

    Now we are using quotes - we have no further need to use "draft invoices". But have No visibility of quotes from the Main Dashboard.

    1 vote

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    6 comments  ·  General Requests  ·  Admin →
    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/

    We do already have a request thread on this topic: https://community.xero.com/business/discussion/7973127

  10. Add eWise to your list of financial aggregators for Asia market

    Add eWise to your list of financial aggregators for Asia market. Yodlee does not work for the Sg market where OTP is required. However, eWise is able to login and pull the transaction from SG banks. I have seen it myself.

    You guys should look into their financial aggregating services if you would like to improve on bank feeds in Singapore.

    15 votes

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    0 comments  ·  Admin →

  11. Enable multiple shipping addresses for a contact

    Please can we allow a contact to be associated with multiple shipping addresses. Whilst groups work to some extent, it is unforgiving if there are any inaccuracies in group membership (which does occur).

    18 votes

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    1 comment  ·  Contacts  ·  Admin →

  12. Automatic credit card billing for recurring invoices

    You currently allow invoices to be paid using credit card (DPS, PayPal etc).

    If it's a recurring invoice (particularly if it's monthly) it'd be great if the client could opt to be billed automatically by credit card.

    23 votes

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    7 comments  ·  General Requests  ·  Admin →

  13. Set Sales Account on invoice lines from HARVEST based on XERO item setup

    Currently all invoice lines from HARVEST get set to the single default sales account (e.g. 200 Sales) setup in HARVEST even if the invoice line has a HARVEST Category that has been auto created in XERO as an Item and the item has different a different Sales account setup!

    This means I have to every time go into XERO and change the account on the invoice lines which defeats the point of having different items!

    This is critical given the number of invoices per month I do

    Examples of the type of revenue lines:
    Expenses - i.e. back to back…

    1 vote

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    2 comments  ·  Invoices  ·  Admin →

  14. allow bulk editing of recurring Invoices

    If I have a product or service that has a monthly recurring invoices.

    There can be lots of customers that are invoiced monthly for this same product (xero recurring invoice).

    If I change the price for the inventory item they are getting invoiced for monthly, I was told by the help team that I will have to manually edit every single invoice that includes that item one at a time, to change the price?

    This seems like a very big task for such a common occurrence, so there should be some automatic way of doing it, either from an API,…

    1 vote

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    1 comment  ·  Invoices  ·  Admin →

  15. Create a customer credit limit field and be able to access as a y/n from the API so & I could automatically flag.

    I want to be able to freeze or restrict customers accounts in relation to orders or services if they exceed their credit limit on overdue balances.

    This is a very clear business need and I hope it could be integrated into your system as I believe it would add significant value to Xero

    3 votes

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    3 comments  ·  Accounts  ·  Admin →

  16. Reconcile via the API

    Be able to reconcile bank statement lines via the API.

    275 votes

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    239 comments  ·  Banking  ·  Admin →
    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    Hi everyone,

    Firstly, apologies – it’s obvious from the continuing comments that we declined this request too hastily and without the explanation it deserved.

    We know that reconciling would be a valuable API feature, but reconciling requires fine grained access to bank statement data and unfortunately we’re not able to share that data via the API for commercial reasons.

    At Xero we’re passionate about having an open API and providing small businesses with open access to their data. Unfortunately, many of the partners we rely on for statement data don’t share the same ideals.

    Hopefully change is coming in the form of open banking. However, it will be a long time before we can openly share statement data via the API and provide a decent reconciliation experience to third-party apps. For that reason we will unfortunately leave this request as ‘declined’.

    For the immediate future, we’re busy doing some really…

  17. Add a payment gateway such as sagepay so that payments for invoices can be taken via Xero

    It would be nice to beable to take a payment over the phone using a virtual terminal from within Xero.

    Adding a take payment now button when an invoice is approved and adding a payment gateway such as sagepay for this would be very useful.

    8 votes

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    8 comments  ·  General Requests  ·  Admin →
    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    For developers looking to integrate a payment system themselves (including SagePay) they can do so using this guide we have provided: http://developer.xero.com/documentation/api-guides/payment-services-integration-with-xero/

    While providing an integration to SagePay as part of our payment services feature in Xero is not currently on the roadmap, you can raise and vote on a feature request for it in our Xero community: https://community.xero.com/business/topic/23/

  18. Make contact clickable hotlink when entering a bill / sale so you can check details/financials current

    After you have selected a contact for a bill, invoice, quote etc, put a hot link or button to be able to edit / view details (address, financial) without having to keep going into contacts and searching for the contact checking and returning

    1 vote

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    0 comments  ·  General Requests  ·  Admin →

  19. a seperate tick for emailed items (instead of going into seperate invoices to view history!)

    The green sent tick is great when looking up invoices,
    But it would be REALLY helpful to have say a blue or red tick for invoices sent via email!
    I write quite a few invoices everyday - and sometimes email systems don't work, I have found the email mailer demon to be unreliable in the registering of emails not received by clients.
    Without it registering on the history inside the actual invoices, I am none the wiser.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →

  20. Unpaid Hours Report - Payroll

    There should be a report to list the amount hours and a memo/notes for "Other Unpaid Leave" taken by employees.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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