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Accounting API

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Accounting API

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734 results found

  1. Giving the option for clients that have limited access to the partner edition GST or non GST cashbook, that have "cash coding" access - the ability to add accounts to the chart. At the moment clients can only add or delete bank accounts. Some clients I wouldn't want to give this option to, but for other clients we would and don't want to have to keep adding them for them.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  2. 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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  3. 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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  4. 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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  5. In History & Notes > Created or Reconciled by System Generated, could it be the name of Xero account that login.

    1 vote

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  6. Xero is alive for 30 minutes. For a scenario if a user successfuuly logs in by an application and logs out from the app. Another user comes in with same app and log in and try to connect to xero, he will be in the previous users account.

    Thus for every "connect to xero" if there is an api to log out of the user then for every "connect to xero" the user should give their login credentials to avoid this situtation

    1 vote

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  7. Our firm uses ledgers for tax work which is making the 'My Xero' homepage very cluttered and time consuming to find files. I have created groups however each time you navigate back to the homepage, all files are showing.

    Can you please create an option that allows you to choose which groups are showing on the homepage?

    6 votes

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  8. 3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  9. This can either be in the same PDF, or links within the statement PDF. This would avoid asking us for copy invoices, even though they have been sent to them...

    1 vote

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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

    9 votes

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    1 comment  ·  Reports  ·  Admin →
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  13. Xero makes it very difficult to undo transactions and postings if they have been done incorrectly. Could you make it so before handing xero over to clients you could take a back up of the accounts which you could then restore if nessacery and overwrite any mistakes made.

    Thanks

    Jasmine

    1 vote

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  14. Microsoft Excel is an essential tool for all accountants. It can be easily configured to consume an OData data source. OData is a standardized protocol for creating restful data APIs. This XML-based protocol supports the ability to create filtered data streams. By exposing live transaction data through a secured, well-engineered OData API, you will be adding massive value to your customers accounting data. OData combined with Excel Pivot Tables and PowerPivot creates an incredibly potent analysis and reporting tool. All your customers already own Excel. PowerPivot is a free add-in from Microsoft. All that's needed is an OData API and…

    1 vote

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    2 comments  ·  Reports  ·  Admin →
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  15. Currently all invoice lines from HARVEST get set to the single default sales account (e.g. 200 Sales) setup in HARVEST even if the invoice line has a HARVEST Category that has been auto created in XERO as an Item and the item has different a different Sales account setup!

    This means I have to every time go into XERO and change the account on the invoice lines which defeats the point of having different items!

    This is critical given the number of invoices per month I do

    Examples of the type of revenue lines:
    Expenses - i.e. back to back…

    1 vote

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    2 comments  ·  Invoices  ·  Admin →
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  16. 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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  17. 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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  18. i have a message to say my account is due on the 12th - 1- 2014, today is the 5th but you have suspended my account ? this is not acceptable sort it out please

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  19. 1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  20. 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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