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Accounting API

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585 results found

  1. I need to get all those Journals which involves a Bank account. (i.e. one of its JournalLines has an account of type Bank).

    Note that If I get all journals using Journal API, it is very time consuming. I hope to use the Journal API in such a way so that it only returns those Journal which involve a bank.

    26 votes
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    1 comment  ·  Journals  ·  Admin →
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  2. When clients have Retail Express and applying the discount on purchases in Retail Express there is no possibility to import the original price and the discount received when doing the import. A solution would be either to have the discount per line or at least under total balance of purchase have a field of "total discount applied" to this purchase...so the original price can be still found. When checking that the imports are correct at present it causes confusion and a lot of going back and forth to find out wether bill had been imported with discount and what the…

    3 votes
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  3. I use QWD and would like to see the Management Report exportable as well as more budget reports eg budget per month from budget manager.
    This would allow far more flexibility in building reports and dashboards.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  4. The Xero website notifies you when you are viewing an Invoice that was created by a RepeatingInvoice. There doesn't appear to be a way to get that information from the API.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  5. When I send "<CurrencyCode>usd</CurrencyCode>" to a CAD base ledger (with USD as a valid currency) the invoice currency becomes CAD. But if I change it to "<CurrencyCode>USD</CurrencyCode>" then it works fine. (data is coming from Stripe, which uses lower case).

    Xero should always capitalize the currency code.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  6. We use Spree as our shopping cart, so hooking that up to Xero would have us dancing with joy!

    6 votes
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    1 comment  ·  Admin →
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  7. 4 votes
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  8. The addition of Overpayment and Prepayment endpoints, for us is still not functional with the addition of the reference field in these. Without this there is no robust way to save a prepayment at one point in time, then be able to look this prepayment up later to be used for allocation purposes.

    Same problem for Overpayments.

    Hope this can be added very soon as we are looking forward to the XERO api having proper Prepayment support.

    39 votes
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  9. 7 votes
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    0 comments  ·  Banking  ·  Admin →
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  10. In lieu of a Bank Statement endpoint, including the statementLineID in Bank Statement report would be really helpful

    We present a view of the Xero bank statement and show the bank account balance in some of our reports. It's difficult to reliably keep the bank statement in sync without some kind of unique ID on the statement line.

    46 votes
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    4 comments  ·  Reports  ·  Admin →
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  11. Right now, the only way to allocate a CreditNote to an Invoice is via a single API call to <url>/CreditNoteID/Allocations
    This severely limits the capability to have multiple allocations (exclusive) done at the same time. It would be wonderful to allocate CreditNotes to Invoices while their creation.

    37 votes
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    1 comment  ·  Credit notes  ·  Admin →
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  12. Right now, if we want to allocate multiple invoices to CreditNotes, the only possible way is to have an API call for individual Allocation.

    It would be very helpful if we could have a bulk Allocation API available. Where all the allocations can be made (One to Many or Many to Many) in a single API call.

    97 votes
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  13. 35 votes
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    4 comments  ·  Invoices  ·  Admin →
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  14. 1 vote
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  15. Create Batch Deposits -
    https://help.xero.com/au/BatchDepositCreate
    Does the API support this specific function? Is there a functional issue as to why this is not supported, or just never requested/not enough votes??
    Apologies if it is supported - I could not find it anywhere on developer pages etc.
    THANKS

    9 votes
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    1 comment  ·  Banking  ·  Admin →
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  16. In Version 2.74 on Dec 8, 2014, added new feature delete a payment.
    However this feature only allow to delete payments to approved AR and AP invoices, but NOT allow to delete payments to AR and AP CreditNote.

    1 vote
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  17. Currently, it seems that you need to make a separate call to get <Attachments>. Being able to get this supplied on the standard invoices/bank transactions/manual journals/credit notes endpoints when page is given would help lower the number of API calls without much increasing the amount of data sent.

    6 votes
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  18. Provide CreatedDateUTC element so invoices, manual journals etc can be filtered using the new element in similar way like UpdatedDateUTC

    21 votes
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  19. The only way of modifying the Expected Payment Date via the API right now is to remove every payment first, then update the date and reapply the payments. We have customers paying via installments (of up to 30 payments) and it would seem a lot more logical to allow changing the Expected Payment Date.

    The reason why the Expected Payment Date is important to us is that we use it for cashflow forecasting.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  20. Being able to update or unarchive contacts via the api

    115 votes
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    10 comments  ·  Contacts  ·  Admin →
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