136 results found
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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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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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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 voteHi Terry,
The Reference field is only for ACCREC Invoices.
For ACCPAY Invoices, the value that is displayed in the UI as ‘Reference’ is returned in the InvoiceNumber field.
So we can support you better in future, please raise these kind of issues with support (api@xero.com) rather than UserVoice.
Thanks,
Adam -
Disable browser autocomplete on global search field
Could the front-end devs please add an
autocomplete=offattribute 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 voteThanks for reaching out but this suggestion is better directed to the core product team over at Xero Community https://community.xero.com/business/topic/23/
UserVoice is for our public API and developer platform.
Cheers
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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 voteHi Lynn,
Thanks for the post, however, I believe this suggestion belongs on the Xero community board, rather than the Xero API board as this isn’t API related.
You can find the board to post your suggestion here:
https://community.xero.com/?domain=business -
88 votes
At this time there are no plans to undertake work to build out this functionality via our APIs.
Should our plans change, we will ensure the developer community is informed
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2 votes
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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 voteAs 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/
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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 voteAs 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
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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 votesSounds like a decent request for the product, but this is a forum specifically for developer API requests.
Please make your general product requests in our business community forum https://community.xero.com/business/topic/23/
Thanks!
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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 votesFrom the details of this request it seems like this is a general Xero feature request rather than a developer API request.
For that reason I’m declining the request on this forum but encourage you to add your votes and comments to Xero’s main feature request forum:
https://community.xero.com/business/discussion/71041/ -
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 votesHi everyone,
This seems like a general Xero feature request rather than something for the developer API. As such we are declining this thread.
The good news is that development of this feature is in progress. Get all the updates from the Xero Business Community page https://community.xero.com/business/discussion/3573905#answer76925420
Cheers.
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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 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in Harvest I’m afraid we have to decline this suggestion. We will pass on your suggestion to the Team at Harvest however.
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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 voteAs 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/
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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 votesAs 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 add your vote in the Xero Community forum:
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Reconcile via the API
Be able to reconcile bank statement lines via the API.
280 votesThank you for the continued feedback and for your patience on this long‑running request. We know that programmatic bank reconciliation and AI‑driven workflows are increasingly important to many of you, and we understand the frustration that this capability is not available via the Xero API.
After reviewing this again with our legal, risk and banking teams, we have confirmed that we will not be adding the ability to reconcile bank statement lines via the API or to expose unreconciled bank statement data via the public API.
There are a few key reasons for this decision:
- Regulatory and contractual obligations on raw bank data. Unreconciled bank statement lines are “raw” banking data – unmodified information that comes directly from banks. In markets such as Australia, this data is treated as banking data under consumer data rights regimes. Sharing it on to third parties (including via an open API) would require us…
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New Feature - Internal Payment Gateway
It would be great if there was an internal payment gateway system built into Xero which would allow us to store customer credit card information against their card file data masked so that it couldn't be re-read after being entered, and then trigger a payment against that card either from an invoice against that card or through the API. We do not want to have to store credit card details on our system nor are we keen to use an external credit card gateway which would still need us to store those details in the database somewhere. Storing the details…
1 voteAs 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/
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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 votePlease add general Xero requests here https://community.xero.com/business/topic/23/
This page is specifically for requests regarding the Xero API
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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 voteThis sounds like a general Xero feature request and should be posted here https://community.xero.com/business/topic/23/
This forum is specifically for requests regarding the Xero API only.
Thanks!
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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 votesFor 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/
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