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Accounting API

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734 results found

  1. When listing the statements in accounts receivable to print or email could there be a button to select 'no zero amounts shown' so only the debtors with amounts owing show

    This would be so much easier to select statements to print or email at the end of the month

    1 vote

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  2. 15 votes

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    4 comments  ·  Invoices  ·  Admin →
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  3. there should be file upload option in Xero discussion form so that we can share screenshots with Xero experts to better explain our issue.

    1 vote

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  4. Add visibility of quotes summary to the Main dashboard - either under:

    "Invoices owed to you" - replacing "draft invoices" or adding alongside "draft invoices".

    or

    a stand alone "Quotes Summary" section

    Now we are using quotes - we have no further need to use "draft invoices". But have No visibility of quotes from the Main Dashboard.

    1 vote

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    As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/

    We do already have a request thread on this topic: https://community.xero.com/business/discussion/7973127

  5. We are use the API (through an addon) to automagically sync Xero and our Admin solution, but we've just found out that a credit invoice (yes, a negative number in this case) can't be pushed to Xero because of lack of support for that in the API.

    A credit invoice can be a negative invoice and this should be handled as such.

    Please advice how this can be done or if it's missing in the API, as it seems to be, please add this asap.

    1 vote

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  6. Have the page numbers and "jump to page" option at the top as well as the bottom.
    So you don't have to scroll to the bottom on each new page.

    1 vote

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  7. When generating payroll reports it would be helpful if the employee's name is on the report.

    1 vote

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  8. 1 vote

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    0 comments  ·  Admin →
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  9. 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

    4 votes

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    1 comment  ·  Banking  ·  Admin →
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  10. Some of my customers who forget to pay their overdue invoices use the excuse "Oh, I don't seem to have received your invoice".

    It would be great if we could have a tickbox option to "Request a Read Receipt" (much in the way you can when sending an email via MS Outlook) so that when the customer reads the email they are then prompted to send a receipt confirming that they've read it.

    They won't be able to use the above excuse anymore if they send a read receipt!

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  11. 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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    0 comments  ·  Admin →
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  12. 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.

    2 votes

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

    9 votes

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  14. 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.

    3 votes

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    2 comments  ·  Invoices  ·  Admin →
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  15. Being able to update or unarchive contacts via the api

    45 votes

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    11 comments  ·  Contacts  ·  Admin →
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  16. I would like to get a contact's statement via API just like the case is for invoices.In the request, we provide contact name then the response is the statement of the contact.This will be a cool feature to have.

    37 votes

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    18 comments  ·  Contacts  ·  Admin →
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  17. I would love to see the payments made against a supplier in the contacts.
    ie: date of payment and amount. Then be able to drill down and see what invoices were paid. As it is you can see invoices and that they have been paid but not dates of payment or amount paid unless you drill down into invoice and then drill into payment.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  18. I am looking at entering transactions of 2013. (So i have no intention in creating invoices for the sales happened that time, rather just enter the sales amount)

    When there is a SALE in showroom through credit card, the money go to the credit card company and after deducting their charges they will credit our bank with the balance amount.
    For eg: if the sale is 1000, they will credit our bank with 977, meaning their charges is 23.
    The entry would be:
    Dr. Bank 977
    Dr. Credit Card company 23
    Cr. Sales 1000

    I would like to make this…

    1 vote

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    0 comments  ·  Banking  ·  Admin →
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  19. It is currently not possible to get/post/push data related to the payrun for the global edition. This limits integration with systems who can help with the administration of the payroll.

    4 votes

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  20. have ability to create report sets so dont need to run 5 individual reports for pay runs etc

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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