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132 results found

  1. Add an OData interface to query live transaction data directly from Microsoft Excel

    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…

    3 votes
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    2 comments  ·  Reports  ·  Admin →
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  2. Set Sales Account on invoice lines from HARVEST based on XERO item setup

    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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    1 comment  ·  Invoices  ·  Admin →
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  3. have a pay now button to un lock suspended subsciptions!

    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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  4. It would be good if unentered information on draft invoices could be high lighted or box colour changed by user.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. allow bulk editing of recurring Invoices

    If I have a product or service that has a monthly recurring invoices.

    There can be lots of customers that are invoiced monthly for this same product (xero recurring invoice).

    If I change the price for the inventory item they are getting invoiced for monthly, I was told by the help team that I will have to manually edit every single invoice that includes that item one at a time, to change the price?

    This seems like a very big task for such a common occurrence, so there should be some automatic way of doing it, either from an API,…

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Add pay now button for statements sent via email

    If a customer wants to settle more than one invoice they have to view individual invoices and enter payment details each time - this method is onerous for customers.

    It is preferable to send a statement and allow the customer to "pay now" on the statement balance due - In effect bulk settling invoices.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. create Purchase Order reports

    Currently there is no way to report on the status of purchase orders, or details of what has been ordered. I think we should have a basic report exportable to excel with the following headings:

    PO number,
    supplier,
    details of items on order,
    date raised,
    date due,
    amount,
    total,
    gst,
    grand total,
    status,
    person who created the PO.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  8. make it easy for other 3rd party payroll companies to import their GL report to update Xero

    You have a short list of payroll companies who can already interface with Xero accounting software, but I cannot find the format a general ledger needs to be in, in order to update the GL in Xero.

    It needs to be easier to become one of those payroll companies, or you need to provide an import function and provide an import spec sheet.

    1 vote
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  9. Fast way to reclassify bulk transactions from any type of account, location, or class in Xero.

    We need a fast way to reclassify bulk transactions from any type of account, location, or class. QuickBooks has the Reclassify Transactions feature and Xero should have the same.We also need the ability to change account types for bank accounts to any Asset, Liability, Equity, Income, and Expense accounts. My suggestion, give us Xero Partners accountants tools like QuickBooks does for us. Our clients do not get these tools, but QuickBooks ProAdvisors get them. Xero can do the same for us Xero Partners.

    3 votes
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    0 comments  ·  General Requests  ·  Admin →
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  10. have purchaes owing displayed on dashboard , same as salesshows drafts and outstanding.

    It is really great to be able to see outstanding Sales invoices and draft invoices. Would be fantastic if i could also see on the dashboard Bill amounts owing and outstanding.

    3 votes
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    0 comments  ·  Accounts  ·  Admin →
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  11. Change Credit Notes Editing

    When trying to complete a credit note you cant amend the amount on a invoice that has already received a payment this is frustrating as we run promotions all the time and it is annoying to have to either delete the invoice and reenter it or delete the payment and re enter it, this is more work load and it would be more benifical to be able to enter the amount that you are wanting to enter rather then it automatically deleting the amount outstanding on the invoice, will they be able to make this more user friendly by entering…

    1 vote
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    0 comments  ·  Credit notes  ·  Admin →
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  12. New Feature - Internal Payment Gateway

    It would be great if there was an internal payment gateway system built into Xero which would allow us to store customer credit card information against their card file data masked so that it couldn't be re-read after being entered, and then trigger a payment against that card either from an invoice against that card or through the API. We do not want to have to store credit card details on our system nor are we keen to use an external credit card gateway which would still need us to store those details in the database somewhere. Storing the details…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  13. Add nested sorting feature

    When selecting transactions to match bulk bank payments the columns allow for only individual sorting. It would be nice to be able to sort by customer and date rather than just either. I suppose you could apply nested sorting to all column selecting areas of Xero.

    1 vote
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  14. File Reports under folder

    I wish we could File the Reports we publish under folders (bank rec summary, profit and loss, etc.)

    0 votes
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  15. enable a loyalty program from Xero

    Enable a business to click to activate a loyalty program for their B2B customers, using Xero as the source data

    3 votes
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  16. expense claims available in the employee portal

    expense claims available in the employee portal

    1 vote
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  17. Importing Field Addition (POAttentionTo & ContactEmail) to the Default CSV

    Good Day All,

       Upon importing the default field "Email Address" or [EmailAddress] this field can only accept one and only one email address.  
   After the invoice has gone thru approval you have a To field when you select the 'Email' Buttion.  The sub field to this one is [ContactEmail] but when i added that to my CSV to be imported it was Ignored.

    Please Add [ContactEmail] to the import so after it is approved the billing manager doesn't need to add a "; [extra email address]" to every statement that it is needed for notification.

    Secondly, Xero has a field…

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Include WET calculations in XERO Invoices

    Allow for WET to be calculated on invoices in the same way GST is currently calculated

    1 vote
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  19. to get the similar apis to update employee in 2.0 version

    I am able to create employee with first name and last name. I want to update the records with detailed information. But 2.0 version does not have that capability while 1.0 has it. ( http://developer.xero.com/documentation/payroll-api/employees/) .

    can we get it in 2.0 version as well ?

    1 vote
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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    The Core accounting API employees endpoint (http://developer.xero.com/documentation/api/employees/) is very different and much more limited in function. It is related to the pay run function in Xero which is quite basic and there are no plans to make any changes to this.

    The Payroll API employee endpoint (http://developer.xero.com/documentation/payroll-api/employees/) is more extensive as it is an API to the Xero payroll application (currently only available in Australia).

    If you have more questions about using our APIs, they are best asked in our developer forum https://community.xero.com/developer/

  20. Provide a space for job address on a invoice for the building and construction industry

    I really need a space to enter in a job address for invoices as each invoice is allocated to a specific job.

    1 vote
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