744 results found
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Support bulk attachment uploads via the Accounting API
Please add support for uploading multiple attachments in a single API request.
Currently, Xero’s API requires each attachment to be uploaded individually. Xero Support has confirmed that posting multiple attachments in a single request is not currently supported.
For integrations that need to sync records containing multiple attachments, this requires making a separate API request for every file. This increases request volume, adds latency, and makes bulk synchronization more difficult, particularly when processing many records with multiple attachments.
Ideally, the API would support submitting multiple attachments for the same/different Xero object(s) in a single request (for example, via a multipart…
1 vote -
x Expose item status and support Active/Archived filtering in the Accounting API
The Items endpoint does not expose a reliable Active/Archived status or a status filter. Integrations can therefore show archived items to users and submit them when creating Quotes and other transactions, causing validation errors.
Items API cannot filter by Active/Archived status, causing Quote creation to fail with invalid item data
Summary
The Accounting API's Items endpoint (GET /api.xro/2.0/Items) does not provide a way to filter items by status (Active or Archived), and the response does not clearly indicate which items are archived. As a result, integrations that retrieve all items and let users select from them may submit an archived…1 vote -
Expose cash-basis Journals (payment-date GST) via the API
/Journals is accrual-only, so cash-basis GST can't be reconstructed from the API. Please expose the underlying cash-basis data either a cash-basis variant/flag on the Journals feed, or payment-allocation data: each payment traced to its source document with GST apportioned by the paid fraction, including credit-note allocations, prepayments/overpayments and "show on cash basis" manual journals.
1 vote -
Expose tracked inventory transaction history and as at valuation
The Items endpoint only exposes a current snapshot (QuantityOnHand, TotalCostPool). Please add: (1) a GET on item transactions per item, every movement (purchase, sale, adjustment, transfer) with date, source document, quantity in/out, unit cost and value; (2) opening and closing quantity + value for a supplied date range, enabling period reports and as-at valuation.
1 vote -
Expose CurrencyRate and foreign-currency amounts on Journals and report line rows
Multicurrency lines from /Journals and the report endpoints can only be reconstructed in base currency the applied rate and native foreign-currency amount aren't exposed per line. Please return, on each journal line and report row, the CurrencyRate that was applied and the source foreign-currency amount. This is the same value already available as CurrencyRate on invoices extending it to journals and reports lets multicurrency General Ledger and Account Transactions match the front-end.
1 vote -
Grant the Bank Statement report scope (accounting.reports.bankstatement.read) to private apps
The Bank Statement report (GET /Reports/BankStatement) already exists, but its scope accounting.reports.bankstatement.read is gated. Please make this read-only scope available to private apps that access only their own connected organisation's data.
1 vote -
Bank reconciliation
There should be a reconciliation report showing the reconciled items and reflecting the lines to see if it was allocated correctly.
1 vote -
Email to Files Inbox Email Address
Please simplify the email address listed under “Email to Files Inbox” to make it more client-friendly, and send invoice copies to that address instead of the ones containing various characters.
1 vote -
Use Claude or other AI tools for reconciling accounts
We are using Forte through Ucollect with a temporary clearing account. We have a lot of transactions every day, so I created a script using Claude that I upload a CSV file from Forte into Claude, and it will tell me which transactions to check off and mark as reconciled. I then take a screenshot and send it back to Claude to confirm they match.
It would be great if Claude could have access through the API to automatically mark the transactions as reconciled. This is one of the biggest pain points in using Xero.
1 vote -
find and record
Find and Record: Allow Sort by Description
1 vote -
It is a problem for the customers client who wants to see it as VAT number - also according to SA VAT/TAX law it MUST say VAT number on the
The VAT number of a client used to be on the Invoice , now its not there anymore.
It shows on some as the Tax Number which is incorrect as it should say VAT number - also according to SA VAT/TAX law it MUST say VAT number on the Invoice1 vote -
A dedicated report for unassigned bills and expenses would help you avoid missing invoicing opportunities to customers.
Requires a report to identify all bills and expenses not assigned to any customer, regardless of billable status
* Current reporting options do not meet this need
* Missing customer assignments on bills and expenses result in lost invoicing opportunities and revenue
* Requests the addition of a reporting feature to catch unassigned expenses as a safeguard against revenue loss1 vote -
Contact’s default tax amount type & branding theme
The ability to set and update a contact’s default tax amount i.e. Tax exclusive & update a contacts branding theme via the API.
1 vote -
Good grief! Give us a customer / vendor list with filters!
Why is there no ability to print a customer or vendor list with addresses etc? I have NO way of checking if my vendors have their EIN / SSN entered since THERE IS NO REPORT NOR IS IT EXPORTABLE! It would also be nice to be able to export a customer list with addresses for purposes of mailings.
1 vote -
Give the user the ability to export ALL fields in customers / vendors WITH filtering
All of the fields in the customer or vendor should be available such as SSN. Give the user the ability to filter what is exported such as whether it's customers or vendors along with the ability to CHOOSE which fields are exported.
1 vote -
Bulk update approval settings for repeating invoice templates
Businesses managing many repeating invoice templates need to change approval settings in bulk. Provide a bulk action, in the Xero UI and/or API, to update approval status and related repeating-invoice settings without editing each template individually.
This is not a new idea but feedback on a recent Xero update which affected my invoicing.
I operate a business with approximately 80 weekly repeating invoice templates.
My workflow has always been to have repeating invoices created as Approved so I can review them before emailing customers. This is important because I manually add each new week date in the template email.
Following…
2 votes -
groups
Many of our organizations within Xero have created Account Groups to group Chart of Accounts and these come into play with custom Reports for Income Statement and grouping related accounts via the custom report layout. Using the API to pull the Profit and Loss report it would be helpful to have access to Account Groups in order to group the data by those Account Groups as well so that when we lookup data from the P&L report it is organized by groups (or maybe with an optional parameter) in order to return data in the same sections and order that…
1 vote -
Expose Request Deposit feature via the Invoice API
Hi,
I would like to request adding an option to apply a 'Request Deposit' amount on invoices via the Invoice API.
https://central.xero.com/s/article/Request-a-deposit-from-a-customer-AU
We have a client that automates invoices being created from their internal system and sends them out via email. However we can't apply a deposit amount unless they go through each invoice one by one.
Being able to automate this would drastically improve our clients workflow and also help with their customers not having to pay the full amount right away.
1 vote -
Full support for If-Modified-Since flag
Regarding this endpoint:
https://developer.xero.com/documentation/api/accounting/contacts
Regarding the GET request, the "Modified After" field documentation states:
"The ModifiedAfter filter is actually an HTTP header: ' If-Modified-Since'. A UTC timestamp (yyyy-mm-ddThh:mm:ss) . Only contacts created or modified since this timestamp will be returned e.g. 2009-11-12T00:00:00 Note: changes to the Balances, IsCustomer or IsSupplier values will not trigger a contact to be returned with the Modified-After filter"
Request is to ensure Balances, IsCustomer and IsSupplier DO trigger the contact to be returned with the Modified-After filter.
Reality is that these values do change, so the only way to ensure we have accurate data is…
1 vote -
Default Cursor to 2FA code
Quick fix. Default the cursor to be in the box where you enter the 2FA code so mouse is not needed to click into the field.
Cursor is already in the box so you can start typing directly into the box and then <enter> proceeds to login without needing to click Confirm1 vote
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