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Accounting API

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  1. In my app all im using Xeros Api for is retriving contacts from a group but i also want to add contacts to a group i can add a contact but not too a group this is critical for my application as it needs to use Xero for this information

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  2. Currently they are unable to be updated as they are automatically marked as "paid". However, updates are allowed for these invoices via the Dashboard, so I would expect the same behavior via the API.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  3. Invoices have a Date field with the temporal resolution of YYYY-MM-DD (despite there being numeric values to support time as well).
    This field shows the date that the invoice is created. It would be wonderful if the invoices had a time field, with the timestamp that the invoice was created.
    Fundamentally, this is extremely similar to UpdatedDateUTC.

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48771044-invoice-api-add-created-timestamp

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  4. Where an invoice is created via API and the customer uses the Contact Merchant button and Ask a Question form found in the online invoice emailed to them, no user in the organisation is notified by email (as the creator user is 'System Generated').

    There needs to be a way either to disable or remove the button, or specify an existing user or email address to be notified in these instances.

    At present, a note is created attached to the invoice but users in the organisation are not made aware of its presence, leaving the customer frustrated their message has…

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  5. Our customers / product requires the ability to filter by null/blank guid fields.

    For example, the Invoices endpoint has a RepeatingInvoiceID field. We have customers that need to find all invoices that DID or DID NOT originate from a repeating invoice.

    The logical approach would be via the where clause using one of the following syntax.

    ?where=RepeatingInvoiceID != null
    ?where=RepeatingInvoiceID == null
    ?where=RepeatingInvoiceID != ''
    ?where=RepeatingInvoiceID == ''

    This not only needs to apply to invoices but all endpoints (e.g. the invoices BrandingThemeID, the bank transactions OverpaymentID or PrepaymentID, etc.)

    1 vote

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  6. Allow uploading of documents (my use case is Invoices) from cloud storage. Currently you can provide the document content, but it renders as a blank document in the viewer.

    1 vote

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  7. .NET SDK has removed "JOBKEEPER" as an Allowance item. However, when retrieving Pay Items, an archived item with that type is retrieved, meaning the retrieval of pay items fails via the SDK.
    Should be able to filter out archived items when retrieving data.

    1 vote

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    0 comments  ·  General Requests  ·  Admin →
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  8. This feedback references the availability of a "How to guide" for idempotency.

    https://xero.uservoice.com/forums/5528-accounting-api/suggestions/11381358-idempotent-requests

    However, the URL returns "Not Authorized."

    https://developer.xero.com/documentation/guides/how-to-guides/idempotency

    If it is there why can we not get it.

    1 vote

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  9. When using the If-Modified-Since header, journals updated via "find and recode" are never retrieved.

    There are two main issues with this:

    There is no way via the API to know when journals have been modified, so we're reporting numbers which don't reflect the GL.

    In order to resolve the issue, we need to reload all transactions since the earliest created date of the recoded journal. This could be hundreds of thousands of journals.

    1 vote

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    0 comments  ·  Journals  ·  Admin →
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  10. Through Xero API, invoices and bills can be created or updated with up to 7 decimal places while payment transactions can only be created or updated with up to 6 decimal places, it would be great that payments transactions could also be created/updated with 7 decimals

    1 vote

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  11. API support to delete/void prepayments and overpayments will add benefit to keep our system in sync with Xero without the need for manual intervention.

    1 vote

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  12. Currently, we can enter employee cost rate data into Xero, but this data is not available back to us through the API. This limits our company's ability to accurately track project profitability, especially through more sophisticated solutions using BI tools outside of Xero. A simple solution would be to expose this data through the Projects endpoint (User table) or another Xero API endpoint (Accounting?). Such a limitation has sparked recent conversation in our LT to migrate away from Xero as our company grows > 50 employees. Without this data available in the API, messy workarounds are implemented externally.

    6 votes

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  13. Whilst 2 active tracking categories are shown on Sales invoice, Bills and manual Journal entry.
    On the payroll timesheet entry only shows 1 of 2 active tracking categories.
    Could we please have 2 active tracking categories appear on the payroll timesheet entry ?
    Thanks

    1 vote

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  14. In XPM you can create a time entry for a Job you are not assigned to. However this is not possible if we are making the time entry through the API.

    The API should offer that possibility as it is the same as in the browser.

    The API is not allowed to reproduce the same behaviour as in the the portal which is a bug.

    1 vote

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    0 comments  ·  General Requests  ·  Admin →
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  15. It's possible to get details of Practice Manager invoices using the Invoices API endpoints:

    https://developer.xero.com/documentation/api/practice-manager-3-1/invoices

    However, it's not possible to create or update invoices using the API. It seems to be possible to create and update most other objects using the API so why not invoices?

    This functionality would be very useful as invoices are a fundamental part of the system.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  16. It would be really useful to be able to access (and ideally edit) staff billable rates via the Practice Manager API.

    Many other fields can be accessed via the Staff endpoint:

    https://developer.xero.com/documentation/api/practice-manager-3-1/staff

    This would be a really useful addition.

    2 votes

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  17. The Practice Manager API allows the editing of most time sheet entry fields via the Time PUT Update endpoint:

    https://developer.xero.com/documentation/api/practice-manager-3-1/time/#put-update

    However, for some reason it doesn't currently allow toggling the Billable field.

    It would be really useful to allow editing of this field along with the ability to edit the rest of the time sheet entry fields.

    1 vote

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  18. The API does not return the location of the asset where it is tagged to currently

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  19. The Projects module of Xero allows you to capture expenses. However, this data cannot be retrieved from any endpoint.

    It would be good if an Expenses endpoint was added to provide the list of expenses add to projects (including estimate cost and revenue information).

    3 votes

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  20. The Xero Projects API / Projects endpoint include an estimate field that provides the estimated revenue.

    It would be good to add an additional estimateCosts field to provide the estimated cost so as to be able to calculate margin for a given project.

    3 votes

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