581 results found
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Offer the Account Transactions report as an ODBC table
I would like to be able to select a table in the ODBC connection that is the same as the Account Transactions report. This allows me to create financial statements and analysis based upon the full 'general ledger' of a company's transactions data set.
1 vote -
Provide Service account for machine to machine authentication
Provide Service account for machine to machine authentication
For process to run via machine to machine so user interaction is not required. Saving of token or refresh token is not required, prevent hacking due to unsecure tokens.
Similar to Google using OAuth 2.0 for Server to Server Applications
https://developers.google.com/identity/protocols/oauth2/service-accountFor WorkFlowMax and Xero APIs
3 votes -
Return linked Tenant ID in the auth response
When a user has access to multiple Xero accounts it would be great to know the Tenant ID of the account they linked in the auth response.
10 votes -
Retrieve custom reports
Can an API be created to retrieve custom reports outside the current scopes?
4 votes -
Allow more than one contact with the same name so API does not overwrite existing data incorrectly.
We have had several 'David Smiths' buy from us via our website. As the API feed sends the data to Xero - Xero looks for a 'David Smith' and then automatically overwrites existing address and phone number etc with the new info.
The result is data that is totally incorrect. Furthermore I recently sent a product to the wrong client which was costly and embarrassing.
The simple solution is for Xero to have a 2nd and 3rd 'identifier' i.e. email address, post code. For example:
If the name + the email address and/or the postcode are a match then =…
1 vote -
Return account & bank connection status
It would be valuable to be able to obtain a status or timestamp of the last successful sync with the bank account. This way, we can inform customers if there is a problem with their bank or if their transactions or accounts are out of date.
1 vote -
Add Income By Contact to Reports API endpoint
It would be extremely useful to us, if the Income By Contact report were to be requestable through the API.
2 votes -
expose Cashflow Statement via the API
Expose Cashflow statements via the API
2 votes -
Provide more webhooks
The invoices and contact webhooks have been active for over 2 years now, when will we see more webhooks?
Credit notes, bills, payments, etc.21 votesWe are currently developing a new Credit Note webhook and then plan to release additional webhooks
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Allow Paging for Journals GET
Please consider adding Paging for the Journals GET.
Journals represent a considerable size of data when extracting for e.g. a full financial year.
Alternative solution could be filtering options.
It would be beneficial to be able to either FILTER for a range of data or PAGE the data (for timely returns from the web service).The modified-since and offset options only allow for smaller, recent datasets, not for smaller ranges of data from for e.g. the previous year.
Eg.
Extract Journals for April 2015.5 votes -
Allow bulk retrieval of all outstanding balances by grouped contact
Currently we can get the amount owing by querying individual contacts. However, given the API limits this becomes impossible to do on a daily basis for reporting once a reasonable number of customers is being queried.
While it's possible it's better to do it in a web-hook-update kind of way when new information comes into Xero and is pushed externally, it would make more sense to me to have an endpoint that simply allows a contact summary to be obtained in a single API call which could have simple aggregates, like amount owing, shown.
1 vote -
Fix Bug: Override TaxAmount in BankTransaction Endpoint
Suggestion: Allow the overriding of the TaxAmount within the BankTransaction Endpoint. This currently works through the UI but not the API.
Issue: Importing a 'Spend' BankTransaction using the API with an adjusted TaxAmount results in a Validation Error:
[Message] => Tax amount 936.09 is incorrect for INPUT2 tax type, should be 187.22Works: Using the UI
Doesn't Work: Using the API3 votes -
Customer Credit Limits available via API
Xero has finally released a "Credit Limit" facility for Customer accounts. Please can you make this available through the API?.
139 votesThanks heaps for taking the time to suggest this! We’ve shared your idea with the relevant team at Xero. While we might not be able to action every idea, your feedback plays a big part in shaping where we focus and how we can improve your developer experience.
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Add the date a transaction is created/finalised to appear on all reports as an option
I have clients that do there own bookkeeping but are on partial exemption VAT and they are forever changing things in prior VAT periods. It would be useful to have a date of the transaction in all reports as it would be easier to make the required adjustments. This also relates to aged debtors/creditors and transaction reports as it would speed up the process of identifying any new transactions that were posted in earlier periods.
1 vote -
Contact search should be case insensitive via API
While creating the sales invoice via API, usually we check if the contact is already created or not, to search the contact the name/keyword must be used in the same case that is available on Xero, if its different then it will not search.
1 voteHi Swapnil,
Thanks for the post.
We currently have a work around for the issue you are currently facing which may be of use.
It is possible to include ToLower() in the where clause when quering the endpoint. ie. ?Name.ToLower()=="{name}’
See the following commultiy thread for more information: https://stackoverflow.com/questions/60265042/can-xero-contacts-be-filtered-by-name-case-insensitive
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Online Invoice URL - Allow fetching with invoice or in bulk
Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.
This proves to be a big issue with applications that grab and store historic data in the application.
For example:
We connect our application with Xero and there are 20,000 historic invoices in Xero.
We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.
Because we can only callout to 1 invoice at…
4 votes -
Allow Quotes in API Previewer
Please add quotes to the API Previewer so we can test our queries easily.
2 votes -
Search option for items not reconciled
Search functionality to go through items not yet reconciled in statements/bank accounts such as credit card.
1 vote -
Search option for credit card or bank transactions
Enable a search option to go through transactions on credit card that have not yet been entered
1 vote -
Xero Projects API - bill line items
Note - you need a projects API section now it has been released.
To enable full use of OCR apps with Projects there needs to be the ability to post bill line items to projects as expenses. Without this functionality any business that wants to automate their billing and approval process cannot use Xero projects (without manual intervention in Xero).
As an exmaple - I currently have a client looking to do this with 50 active staff. This would be £250pm or £3,000pa potential Xero fees lost as they would use a different app that does both.
17 votes
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