516 results found

1. Be able to get receipts pdf through API

   Now the receipt is downloadable in the transaction:payment. However it would also be great if the receipt downloadable through API without the need of user to go in the xero account and download it.

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Receipts & Expenses  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

2. Include content-disposition header in response on GET Files/{FileId}/Content

   When downloading files via the GET Files/{FileId}/Content, there is no way to know the filename without first getting the details of the file via
   GET Files/{FileId}/

   This means 2 calls must be made when downloading files.

   As a suggestion, to reduce pressure on the servers, the Xero API should include the content-disposition and content-type headers on GET Files/{FileId}/Content

   This would be similar how we need to include those fields on POST.

   This means we could simply parse these headers to find out the file name, reducing pressure on the xero api servers.

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Files API  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

3. Calculate any lump sum payments you may receive within the NHS.

   Calculate any lump sum payments you may receive within the NHS.visit https://paidhours.co.uk/

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  General Requests  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

4. Reconciliation search box to allow multiple search words separated by commas

   Many people want the bank reconciliation api feature but since Xero wont do that, here are 2 ideas for helping some people reconcile invoices

   1. Allow multiple search words in the search box
      We have clients who pay 50+ invoices all in one batch. They give us a statement in pdf and csv but we have no way to enter that into the xero search except for 1 at a time. Allow us to make a list of invoice ids as a comma separated string and copy paste that into the search box

   2. Next to the search box, add an upload csv file which lets us upload the above csv file with xero picking out the invoice numbers for us. Then xero adds that to the search and shows the potential invoices.

   The above 2 ideas still require human interaction to check the boxes and finalise the reconciliation, but it is far better than the time currently taken

   Until you resolve the issues around why you wont make an reconciliation api, please implement one of the above. the number 1 option should be the easiest for you

   Many people want the bank reconciliation api feature but since Xero wont do that, here are 2 ideas for helping some people reconcile invoices

   1. Allow multiple search words in the search box
      We have clients who pay 50+ invoices all in one batch. They give us a statement in pdf and csv but we have no way to enter that into the xero search except for 1 at a time. Allow us to make a list of invoice ids as a comma separated string and copy paste that into the search box

   2. Next to the search box, add an upload… more

   3 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

5. Chart of accounts via API - bank accounts

   As the Organisation creation wizard limits the import of Chart of Accounts to 1000 when they exceed this they need to be imported via the API. Causing additional pain to transfer the bank balance from the chart of account type pushed in via the API to a newly created chart of account to connect the bank feed to.

   The constraints on the API is that the Credit cards and Paypal account types can only be created as type Bank Account type. This means that the client is unable to connect the correct Bank feed as the Account Type is incorrect.

   I am proposing that all Account Types be available through the API as they are available to the front end.

   As the Organisation creation wizard limits the import of Chart of Accounts to 1000 when they exceed this they need to be imported via the API. Causing additional pain to transfer the bank balance from the chart of account type pushed in via the API to a newly created chart of account to connect the bank feed to.

   The constraints on the API is that the Credit cards and Paypal account types can only be created as type Bank Account type. This means that the client is unable to connect the correct Bank feed as the Account Type is incorrect.

   … more

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Accounts  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

6. Set default branding theme ID on Contact POST

   Be able to set the default branding theme ID on contact POST

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Contacts  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

7. Show TrackingOptionID in LineItem in Invoices API (and other endpoints)

   The Invoices endpoint in particular (and many others in general), do not include the TrackingOptionID in the data set. Instead, they generally provide only the Name, Option and TrackingCategoryID.

   It is really important for being able to use "joins" on the data to incl;ude the TrackingOptionID .

   5 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   1 comment  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

8. API access to product attachments

   The API doesn't currently offer access to product attachments. This would be useful in our case.

   3 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Items / Inventory  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

9. Update Prepayments and Overpayments via API

   We can currently create Prepayment Invoices using the Bank Transaction endpoint (all of this also post applies to Overpayment Invoices too). This returns a list of information about the created bank transactions including Prepayment (or Overpayment) IDs.

   The Invoice Number is autogenerated by Xero, and we're only able to change it using the UI.

   There are are Prepayment and Overpayment endpoints in the API, but these only allow us to GET one (or multiple) invoices, and PUT allocations for an invoice.

   It would be great to see either:

   1. A POST method on the Prepayment and Overpayment endpoints (this would allow us to map over the returned IDs from the Bank Transaction response and update the Invoice Number); or
   2. Have the ability to specify an Invoice Number when creating a Prepayment or Overpayment Invoice via the Bank Transaction endpoint (this may be the more efficient method, as it prevents incrementing the auto-number of the invoice)

   Most likely, the more generic POST endpoint for both Prepayment and Overpayment endpoints would be more appropriate to implement as it seems it would benefit a number of other users who have left feedback.

   Until then, our accounting team will be updating the invoice number manually for every Prepayment we create.

   We can currently create Prepayment Invoices using the Bank Transaction endpoint (all of this also post applies to Overpayment Invoices too). This returns a list of information about the created bank transactions including Prepayment (or Overpayment) IDs.

   The Invoice Number is autogenerated by Xero, and we're only able to change it using the UI.

   There are are Prepayment and Overpayment endpoints in the API, but these only allow us to GET one (or multiple) invoices, and PUT allocations for an invoice.

   It would be great to see either:

   1. A POST method on the Prepayment and Overpayment endpoints (this would allow… more
   6 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Invoices  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

10. allow filtering in reports at the group level

    A U.S. nonprofit's statement of activities groups expenses by activity, not by account. It would be helpful to be able to add an account to a blank report more than once so the account can appear under different groups, and to be able to apply a filter to each group by one or more tracking categories. This would allow us to create a report using the Blank Report template that mimics the statement of activities.

    3 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

11. Support compression in API request / response

    It would be great to support compression e.g. gzip for API response payloads. Currently including the Accept-Encoding header within requests does not result in any resource size reduction.

    36 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  General Requests  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

12. Add an 'IN' operator to WHERE filter, to use a list

    I've previously used ODATA when filtering requests - e.g. MYOB.

    It provides an 'IN' operator for the filter, so you can request using a list of items.

    e.g. ?where=Code IN ('1234','1245','1236','1237','1238')

    Obviously, this translates directly to the common SQL clause - WHERE column_name IN (value1, value2, vlaue3, etc)

    Thus avoiding the need for multiple request, or paging an ALL accounts request and then filtering locally.

    3 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

13. add the option to send a idempotency key with requests to update or change resources

    For example any network, process issues etc may cause a request to create an invoice (or other resource) to occur, but the response to never be recorded. Potentially causing the process to retry this action.

    One way is to add a idempotency key which Stripe for example does nicely here: https://stripe.com/docs/api/idempotent_requests

    Another way would be to have a non consumer facing external ID, for both the resource and lineitems that can be set by the application and then check for its existence later. Or allow the application to set the UUIDs for these resources

    For something as accurate as accounting, this seems critical to ensure no extra resources are created?

    Thanks!

    For example any network, process issues etc may cause a request to create an invoice (or other resource) to occur, but the response to never be recorded. Potentially causing the process to retry this action.

    One way is to add a idempotency key which Stripe for example does nicely here: https://stripe.com/docs/api/idempotent_requests

    Another way would be to have a non consumer facing external ID, for both the resource and lineitems that can be set by the application and then check for its existence later. Or allow the application to set the UUIDs for these resources

    For something as accurate as accounting,… more

    3 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

14. Deleting Allocations from Prepayments and Credit Notes

    In the current version of Xero, the deletion of allocations from PrePayments and Credit Notes is not allowed via the API and can only be done via the web interface.
    It is a much-needed feature and we have tens of hundreds of clients who are asking for it.

    2 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Credit notes  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

15. Increase the number of uncertified apps you can link to Xero, 2 is very limiting!

    We aren't able to connect a 3rd party uncertified app due to already being at the limit of 2. This poses quite an issue for us!

    3 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

16. Remove validation to allow 0 value spend money transactions on bank account to move money between accounts

    Currently it's possible to add a 0 value transaction on a bank account using the web interface by clicking "New Transaction" selecting "spend money" then adding a positive sum to one account and a negative sum to another account.

    When attempting this with the API you get a validation error "The Total for this document must be greater than zero".

    This is a simple request to remove the additional validation on the API to allow this transaction to be added (like you can in the web interface).

    Something similar can be achieved with a manual journal, however these don't support multiple currencies which means this method can't be used.

    Currently it's possible to add a 0 value transaction on a bank account using the web interface by clicking "New Transaction" selecting "spend money" then adding a positive sum to one account and a negative sum to another account.

    When attempting this with the API you get a validation error "The Total for this document must be greater than zero".

    This is a simple request to remove the additional validation on the API to allow this transaction to be added (like you can in the web interface).

    Something similar can be achieved with a manual journal, however these don't support… more

    6 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Banking  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

17. set "Offer auto pay" via the API

    When creating a repeating invoice via the API and setting "Approve for Sending" is it possible to send in a flag to also set "Offer Auto Pay" (stripe in our case) or at least have it turned on in the payment settings section?

    see this Stack Overflow post for more details
    https://stackoverflow.com/questions/76440037/set-auto-pay-for-online-payments-on-repeating-invoices

    3 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

18. XPM - GET Staffs Capacities

    It would be great if we could GET Capacities from Practice Manager

    1 vote

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  New APIs  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

19. Add an API endpoint for starting and stopping project timers, and getting the current time

    There are currently endpoints for adding time logging to Xero, but not for interacting with the running timers.

    It would be really helpful to be able to do this, so that I (and others) could have external tools (in my case a StreamDeck) able to start and stop timers.

    I would also like to be able to request information on what the timer is currently on in order to get live feedback.

    3 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  New APIs  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

20. Show more love on Practice Manager API

    The Job returned by the XPM API v3.1 is not consistent, for example:
    01. Jobs - GET - Current -> contained <WebUrl>
    02. Jobs - GET - Staff ID -> does not have <WebUrl>

    Also, I find it a little puzzling, on how all other "Schedule Information" fields such as Start Date, Due Date, Partner, Manager, and even all Assigned Staffs are included in GET Current Jobs, but Priority is not..

    Could the Practice Manager API have a little bit more love from Xero? I really suspect that the XPM API is built by completely separate team, because even by looking at the Documentation, you can clearly see the amount of "love" Xero to it, compared to the other API such as Accounting and Payroll API

    The Job returned by the XPM API v3.1 is not consistent, for example:
    01. Jobs - GET - Current -> contained <WebUrl>
    02. Jobs - GET - Staff ID -> does not have <WebUrl>

    Also, I find it a little puzzling, on how all other "Schedule Information" fields such as Start Date, Due Date, Partner, Manager, and even all Assigned Staffs are included in GET Current Jobs, but Priority is not..

    Could the Practice Manager API have a little bit more love from Xero? I really suspect that the XPM API is built by completely separate team, because even by… more

    3 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close