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Accounting API

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581 results found

  1. As a building business it would be nice to ascertain the costs of a specific build/client to ensure the company is on track with profit/loss per project.

    When I started out in Xero, and when all purchases were been entered in as drafts, when a certain reference was entered, such as the client name or job number, a running total was always displayed as to how much was spent on a particular build/client.

    Ironically once the purchases were approved and/or paid, upon typing the same specific reference, would no longer provide a tally or what was spent, to be paid…

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  2. The documentation says:

    PUT Receipts
    The PUT method is similar to the POST Invoices method, however you can only create new receipts with this method.

    It would be great if I was able to update receipts with the PUT method.

    6 votes

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  3. The CreditNote object has no URL field, unlike the Invoice object.

    I suggest one is added which is clickable on browsing to the page for that credit note.

    13 votes

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  4. Fix linq count() to match stanadard, not massed up version..
    Count cannot be paged, this is very basic..

    3 votes

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    1 comment  ·  Journals  ·  Admin →
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  5. Provide the ability to merge contacts via the API.

    37 votes

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    4 comments  ·  Contacts  ·  Admin →
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  6. please can we have 3 dec point in money. eg. i need to be able to enter ... @ $0.075

    1 vote

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  7. Be able to update the EU Country field via the API. This is required and seems very strange to be left out of the API.

    51 votes

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    not planned  ·  4 comments  ·  Contacts  ·  Admin →
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  8. We'd like the ability to retrieve customer reports (as data and in PDF format). We could attempt to re-assemble the reports ourselves but for consistency we'd like to be able to retrieve them directly from Xero.

    5 votes

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  9. 3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  10. 2 votes

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  11. The addition of reporting a contact's balances was a great addition, however I feel the response structure should be consistent, regardless of balances. Where any balances are $0, this should be reported as $0, instead of being removed. By removing the key, we are left only being able to test for the absence of data, which creates an assumptive logic.

    I understand that removing keys for null values might be part of your api design (ie no email address entered doesn't return an empty <EmailAddress>, but technically, a customer always has a balance so there for the Balances data should…

    9 votes

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    0 comments  ·  Contacts  ·  Admin →
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  12. Able to access the Sale Tax Report via the API

    8 votes

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    0 comments  ·  Reports  ·  Admin →
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  13. We are operating with multiple companies within a single Xero account. It would be more secure if we could pre-select a company rather than leaving it to the user to select one after they have logged on.
    In PHP we call
    $XeroOAuth->request('GET', $XeroOAuth->url('RequestToken', ''), $params);

    i.e. Can we include the company in the $params?

    5 votes

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  14. Today, we use another system for writting checks and we need to add the check information to Xero.

    The API allows us to create an invoice for the check and then upload the invoice. However, the API does not allow us to associate a bank account and then check number with the payment of the invoice.

    I know that there is some reason that this the case. There could be an instance where a user tries to associate a previously used check number to the invoice payment. If Xero were to throw a blanket error (eg, "Some of the transactions…

    27 votes

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    1 comment  ·  Invoices  ·  Admin →
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  15. A application that I am working with needs organizational details after connecting to xero, Most of the info we need is available, but several fields exist in the Organization that are not yet exposed via API

    Can we get APIs exposed for Description and Email Address?

    Also, logo might be nice too if possible.

    2 votes

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  16. I want to download published (customized) reports from xero using api and upload it to sharepoint.

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  17. Currently Xero API exposes the timezone via Organisation endpoint as text eg. <Timezone>NEWZEALANDSTANDARDTIME</Timezone>

    11 votes

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  18. 2 votes

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    0 comments  ·  Banking  ·  Admin →
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  19. Currently the field 'BrandingTheme' is only returned on a GET request. We would like to have this field customizable, so we can change the theme used based on info in our CRM

    12 votes

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    5 comments  ·  Contacts  ·  Admin →
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  20. When I send invoices to customers I have to attach the correlating support data to the invoice. At the moment I can attach the support data but I can't email it out from Xero. I therefore have to download each invoice and then manually generate an email from my email system for each customer in order to attach the data and invoice in a single email... a laborious process at the start of each month!

    Life would be so much better if I could email attachments along with the invoice directly from Xero. This functionality is literally the only thing…

    19 votes

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    6 comments  ·  Invoices  ·  Admin →
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