581 results found
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Tracking CategoryID/OptionID parameters in Trial Balance endpoint.
Adding in the tracking CategoryID and OptionID parameters to the trial balance endpoint would allow for easier & more detailed analysis across multiple tenants in client-specific use cases. The capability exists in the UI via the "new" Trial Balance, so there's a disconnect between the expected level of detail one can get from the UI vs. the API.
4 votes -
Allow querying the MFA state for users via the API
It's great that xero supports MFA and I would like to query which users have MFA enabled (or more importantly which don't) and import into our SOC so we can ensure that all accounts are protected.
Given how big a target a finance platform like Xero is for business email compromise and phishing scenarios and how critical MFA is in preventing these attacks - being able to collect this information and easily catch unprotected accounts is very useful.
18 votes -
Software Robots - Reconciling Bank Statement Lines
Hi - I've been looking at reconciling via the API for a client and it seems that functionality hasn't been put into the API which is a shame.
My client has found "software robots" which can do this via scripting. Kind of like taking Software Automation software and running it for production purposes.
Products like these...
https://growbydesign.kartra.com/page/roboworkforce
https://www.youtube.com/watch?v=fjdLAqgwMKAI've got my own thoughts but I'd like to get an understanding what Xero's stance is with products like this and any pro's and cons....
Many thanks for any and all input.
Thanks
Pat2 votes -
Ordering of line items should also be possible from create or update of invoice
Ordering of line items should also be possible from create or update of invoice .Some field in LineItems in Invoice i.e sort order where can mention from 1 to 999 .... 2 lineitems with same sort order will be arranged alphabatically using their item code.
It is an important to have feature as it effect invoice look3 votes -
Quotes with lineAmountTypes=inclusive returning wrong unitAmount
Unlike invoices, if lineAmountTypes='INCLUSIVE', quotes return the items with unitAmount having the tax deducted.
Example (invoice):
1. Invoice created with lineAmountTypes=Inclusive with 1 item with unitAmount=100, quantity=1.
2. GET invoice returns the invoice with the item. unitAmount field is correctly showing 100Example (quote):
1. A Quote is created with lineAmountTypes=INCLUSIVE with 1 item of unitAmount=100, quantity=1.
2. GET quote returns the quote with the item's unitAmount=86.96 (86.96+15% GST = 100) which is wrong.1 vote -
Ebay Manged Payment Bank Feed
Hi, eBay announced a new payment method called "eBay managed payment", not using PayPal anymore and basically eBay doing the same job with PayPal. Now, we need to define eBay as a new bank account and need to import transactions automatically.
1 vote -
Add Contact address information for Quates endpoint
There is no contact address information in the quotes endpoint
1 vote -
Auto invoice number and references
If you leave the reference field blank on an ACCPAY invoice then the invoice number is automatically generated using the defaults INV-00381 etc. But if you give a reference 'August 2020 travel charges' and leave the invoice number blank then the API copies the reference and makes the invoice number 'August 2020 travel charges'. I want auto-generated invoice numbers but to be able to give an independent reference.
1 vote -
Please provide an API to get Login History
Hi Team,
Can you please provide an API to get Login History of all users.The data is already available in Xero's Dashboard but there is no API associated for the same.
It will help us to track our users in more better way.
2 votes -
Query webhook status via API
After checking in with Xero support there I found there is there no way to poll the webhook status.
It is important to us that the webhook remains "OK" and we have had situations where it has disconnected due to changes in our software that did not go noticed which has required manual reconnection.
If we are able to query the webhook status then we can hook this up to our monitoring and react accordingly.
7 votes -
Modified date on product items should uodate when the on-hand quantity changes
When you change something simple on a product item (say the description) then a request for modified since returns this item.
But if the stock in-hand figure changes (because you've sent an invoice) then the modified date doesn't change and this item isn't returned in the atli query.
So, in effect there is no easy to tell (via API using modified dates) when the stock on- hand has changed. You would have to load all items every ten minutes to know what the current in-hand stock is... And then you would get rate limiting issues.
8 votes -
enable sending of Quotes via email, like you do for Invoices
So Invoices has endpoint:
POST https://api.xero.com/api.xro/2.0/Invoices/aa682059-c8ec-44b9-bc7f-344c94e1ffae/EmailCould we do the same for Quotes?
12 votes -
Display the AR/AP contact balance in API in both base currency and contact currency
Currently the API only displays the contact balance in base currency and NOT the contact default currency.
This makes it extremely difficult to confirm synchronisation drift between our systems through the current balance.
Please include two currencies in the AR/AP contact balance object.
3 votes -
Default Tracking option for line items
Hi, the Xero api offers creation of Tracking options against line items but is missing a way to add Default Tracking option for line item so that the generated line item will have this option as preselected. Currently we have to ask our customers to go and set the proper tracking option themselves. Maybe if we can have an endpoint to associate a certain option as default for the line item that would be great and save our clients the work to assign it manually.
1 vote -
Link Projects to Invoice Line Items
Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.
This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.
Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for invoices and invoice items that are generated outside of Xero…
45 votes -
SIE file report/export
SIE is a universal data format to exchange accounting information between different systems.
Our auditor prefer having a SIE4 file, which he would import into his own system, to do the final revision and making necessary documentation for the government. W/o this file he has to tap in the data manually, which takes more time and cost us more money.
We would like to add the SIE file format as an alternative for export.
For mor information
https://en.wikipedia.org/wiki/SIE_(file_format)2 votes -
Make it possible to run a report featuring all account codes including those with zero balcance
When one is running a Cash Summary or Profit & Loss, why not make it possible to view & export the report featuring all active account codes?
This would save a lot of time formatting excel sheets if the rows lined up every time. And it seems like a simple fix, just add the checkbox:
"Run report featuring zero balance active accounts"
1 vote -
Assign Linked Transactions to Projects via the API
Using Projects would be a great solution for my company, but without the ability to assign billable expenses to Projects via the API, they are not useful to us.
6 votes -
Add Is-Modified-Since optional parameter to GET LinkedTransactions
I'm looking to filter the Linked Transactions returned by the GET. It looks like this was planned feature in the September 11, 2015 release notes and many other end points support Is-Modified-Since.
2 votes -
Linked Transactions via API - multiple in one call.
Linked Transactions are limited to one per call via the API. This results in having to make a great many API calls unnecessarily. For instance linking the invoice line items to a project after several invoices with many lines are added via API will require many more calls than are allowed. For now I will have to put in place a costly work-around to trickle in the linked transaction calls.
1 vote
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