53 results found
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create a way to enter comments through API in the discuss tab in Xero when reconciling
I'd like to build an automation to enter various comments (of my choosing) in the discuss tab in Xero depending upon what the AI finds in the transaction. The current APIs don't allow for comments to be entered in the discuss tab in Xero.
3 votes -
Apply Branding Theme to Prepayment via API.
So we collect a lot of prepayments in our work, and those require a customized branding theme to act as a receipt as they are unlike the regular invoice payments.
Hopefully in future, there will be a way to apply a branding theme to a specific PrepaymentID via the API too.
Thanks!
3 votes -
Request to Expose WIP and Staff Capacities API [XPM]
I wanted to inquire if there are any plans or possibilities to expose APIs for wip and staff capacities in XPM. Such an API could be incredibly valuable for integrating with our internal tools and streamlining workflows.
1 vote -
it's challenging to determine which invoice line items are assigned to specific projects.
I'm writing to suggest a valuable improvement to the Xero API: the ability to directly identify which invoices are linked to projects.
While I've explored the existing endpoints for both invoices and projects, I haven't found a clear way to establish this relationship through the API data itself.
Currently, it's challenging to determine which invoice line items are assigned to specific projects. This functionality would be highly beneficial for streamlining workflows and gaining deeper insights into project profitability.
4 votes -
Align the decimals for invoices & bills (7 digits) with payments (6 digits)
Through Xero API, invoices and bills can be created or updated with up to 7 decimal places while payment transactions can only be created or updated with up to 6 decimal places, it would be great that payments transactions could also be created/updated with 7 decimals
1 vote -
Expose employee cost rate data through an API endpoint
Currently, we can enter employee cost rate data into Xero, but this data is not available back to us through the API. This limits our company's ability to accurately track project profitability, especially through more sophisticated solutions using BI tools outside of Xero. A simple solution would be to expose this data through the Projects endpoint (
Usertable) or another Xero API endpoint (Accounting?). Such a limitation has sparked recent conversation in our LT to migrate away from Xero as our company grows > 50 employees. Without this data available in the API, messy workarounds are implemented externally.18 votes -
Add Expenses endpoint to the Projects API
The Projects module of Xero allows you to capture expenses. However, this data cannot be retrieved from any endpoint.
It would be good if an Expenses endpoint was added to provide the list of expenses add to projects (including estimate cost and revenue information).
3 votes -
Update Xero Projects API endpoint to Include estimated costs
The Xero Projects API / Projects endpoint include an estimate field that provides the estimated revenue.
It would be good to add an additional estimateCosts field to provide the estimated cost so as to be able to calculate margin for a given project.
4 votes -
Enhance API to include Invoice Created By information
Created by is an important audit field and minimally allows the broader organization to know who to go to for questions...E.g. Think PM getting Invoice questions from customers and then needs to speak with whomever created the invoice to review.
Additionally, this impacts many 3rd party integration tools such as Breadwinner that aim to surface Xero data into other systems. The better enabled integration partners are, the more successful Xero will be in growing with customers and entering larger companies.
Enhancement / Use Case:
Enable API to be able to include the name of the person creating an invoice via…6 votes -
Practice Manager - Job priority update via API
Include priority as a field in job GET response.
Include the ability to update the job priority.
3 votes -
XPM - GET Staffs Capacities
It would be great if we could GET Capacities from Practice Manager
1 vote -
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 -
Send Remittance Advice via API
I would love to be able to send a remittance advice via API. There are a couple of scenarios where this is would be useful:
1. Monitoring the bank feed for reconciled payments and sending the Remittance ass appropriate
2. Generating a payment file from a list of invoices that are being paid and sending the remittance as appropriate3 votes -
budget upload to Xero API
It would be great to have an budget upload API.
I'm using G-Accon to push data in Xero, it would be great to be able to push budgets too.
Currently, Xero's budget manager is a bit rigid in its layout. However with G-Accon I could use a custom layout, or for example narrow down for a departmental budget, and then push to Xero.3 votes -
Include Contact field in Journal Report API
When running the Journal Report API, Contact should be included in the resulting fields. We want to be able to see contacts by Account for our planning system.
1 vote -
Practice manager - Ability to update task time allocations via API
The ability to add Job allocation and staff allocation times into a job in Xero Practice manager via the API.
3 votes -
Get, Post and Delete project Expenses
Currently, project endpoints are only available for projects, tasks and time. Unfortunately, expense for projects aren't available. Projects are an important feature for many businesses including construction and I've had numerous clients request this. This information can only be pulled via a detailed project report but the layout and format are very limited. So if the client would like to integrate the data to a CRM or format it a particular way they aren't able to.
1 vote -
Search for a purchase order number using the API which includes a forward slash
We are creating purchase orders in Xero which have a purchase order in the format of: 'ABCDE/123'. These are coming from DataBuild. When using the PurchaseOrders API endpoint, we are unable to search for purchase orders due to the forward slash character. Have tried using various escape characters in the API call, but it does not work. The Xero API Explorer also fails when running the same call against the PurchaseOrders endpoint, yet the purchase order exists in Xero. We would like to be able to search for purchase orders using escape characters.
1 vote -
Reconciliation API
It is very important to add an API that would allow us to pull the reconciliation data in order to connect it to our customized platform where we can add more AI logic which will make reconciliation much faster and easier.
We can pull all bills and invoices, and it would be great if we can integrate the reconciliation of Xero in order. this way our developers can implement the logic that works for our business15 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
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