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Accounting API

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581 results found

  1. I understand that you are using the Microsoft .NET JSON date format internally but would it be possible for you to return a more agnostic version of the date in a seperate field e.g. UpdatedDateUTCAlt?

    1 vote

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    0 comments  ·  Admin →
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  2. If the webhook listener goes offline, the webhook server will try to send the data with increasing delays up to 24 hours where it will stop.

    The issue is that if our listener crashes during an extended period of time, we might have to wait for an extra long period of time before it is retried.

    Adding a "Retry now" button would allow devs/admins to restore the webhook to their "OK" status much earlier (ie. as soon as the listener has been fixed).

    3 votes

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    planned  ·  2 comments  ·  Admin →
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  3. The sending of receipts is fine for one off... but when there are many, it becomes tedious. Could it possibly be enabled to be invoked from the API, so that a whole lot could be sent automatically?

    4 votes

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    2 comments  ·  Accounts  ·  Admin →
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  4. It is frustrating when i send statements or invoices and i have to go in and individually delete the sales emails and other general contact details. I have them all ticked to include in emails though as I need to send my invoices to accounts payable and the salesman but statements go to another accounts person . When we purchase from the same customer we have to send to accounts receivable. It would be great to have different Contacts so when i click send statements i dont have to delete the rest of the contacts.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  5. We have electronic invoicing in Costa Rica and a legal requirement involves creating a xml file and sending it to the customer. It would be great if we could upload this xml file as xml rather than a txt to the actual invoice as reference in case the user wants to send the invoice with the xml included to their customer.

    1 vote

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    0 comments  ·  Admin →
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  6. Currently paging is not available on the repeating invoices API call. We have a client who has too many repeating invoices for Xero to return, and without paging there is nothing we can do to get the repeating invoices data out of Xero's API.

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  7. I'm new to the concept of connected companies, despite having about a dozen related companies all on Xero for several years. Until now, we've manually captured the invoices that get raised between the companies.

    Is there not a dashboard tool of some sort that could get added, so show the balance owing in one company vs the balance receivable in another, thus allowing easy confirmation that the balances reconcile and that all transactions have been considered by both parties?

    1 vote

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    0 comments  ·  General Requests  ·  Admin →
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  8. You have recently completed "fix the Profit and Loss report via the API to support periods and timeframe", but not for Balance Sheet.

    This means can't do weekly cashflow reporting as balance sheet items are end of the month only which defeats the purpose of the P&L fix as need to balance this across to the balance sheet.

    Should be able to do as at any date.

    BUT can do this report via the Xero Reports in Xero. Needs to be consistent.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  9. It would be good to be able to get the usual payment days number which is shown in Xero's contacts page through the API in order for displaying that data in in house software used to rate customers payments against their established payment terms.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  10. For UK VAT registered organisations, allow the date of the last VAT return submitted to be exposed via the API

    2 votes

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  11. Allow the last date any bank feed was refreshed to be queried for an organisation via the API

    2 votes

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    0 comments  ·  Banking  ·  Admin →
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  12. Allow the count and or the list of unreconciled items in the bank feed to be exposed via the API

    31 votes

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    19 comments  ·  Banking  ·  Admin →
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  13. This would allow us to locally sync purchase orders and reduce API usage and increase speed.

    25 votes

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    6 comments  ·  Accounts  ·  Admin →
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  14. This will enable us to sync credit notes locally as well as the invoices.

    67 votes

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    working on it  ·  14 comments  ·  Accounts  ·  Admin →
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  15. Why are Xero reports so frustrating??? Is it just me?
    Another one that has wasted extreme amounts of time, the vat audit report.
    Why is it spread over a ridiculous area so you have to view it in wide view to see any useful information. What is the point? It fits it on a normal view then expands itself and you lose half the useful information?

    Then you have to randomly click all the blue underlined options to find the ONE that drills down to the detail. You check what you need to - ie why the hell there are…

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  16. With Webhooks enabled, it is pointless to have the webhook send the same data back to us when we are posting the data to Xero.

    9 votes

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    2 comments  ·  Invoices  ·  Admin →
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  17. Be able to create and manage repeating journals via API

    6 votes

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  18. When a quote is accepted by a customer, add the option to call a webhook.

    This would allow for integration with job tracking software and a secondary call to the quote API (https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/7040008-quotes-via-the-api) would allow me to retrieve the relevant information (customer, description, line items etc) in order to generate a job sheet for the accepted quote with all the relevant data for workers to begin the job.

    18 votes

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    planned  ·  3 comments  ·  Quotes  ·  Admin →
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  19. Customised reports (Memorised reports templates/Save Report templates) created in XERO account should be available through API Call.

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  20. Currently the Xero UI allows users to copy a purchase order to a bill which is useful for tracking an order through to payment. This functionality however is not present in the API. The API also does not provide any reference between a bill created in this way and the original PO, so it is impossible to determine whether or not a Bill was created in this way.

    I propose that the API enables a few things:

    • Provide the bill/invoice/purchase order ID with the original purchase order. This ID would be the newly created records ID and allows us to…
    8 votes

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    0 comments  ·  Invoices  ·  Admin →
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