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Accounting API

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Accounting API

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731 results found

  1. 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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  2. 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.

    1 vote

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  3. 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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  4. Currently Xero API exposes the timezone via Organisation endpoint as text eg. <Timezone>NEWZEALANDSTANDARDTIME</Timezone>

    11 votes

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  5. 2 votes

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    0 comments  ·  Banking  ·  Admin →
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  6. 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.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  7. 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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  8. 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…

    20 votes

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    6 comments  ·  Invoices  ·  Admin →
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  9. I believe it is possible to export a batch payment file for subsequent import into your internet banking solution. It would create efficiencies to build outward direct bank feeds to set up payments on Bills. Then make it available via the API to set due/ payment dates and create payment batches.

    11 votes

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    2 comments  ·  Banking  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. It should be different crietaia to add contacts. It should allow contacts with same name , may be have different personal details. validation should not be on name.

    71 votes

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    not planned  ·  13 comments  ·  Contacts  ·  Admin →
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  14. Currently, there is a feature to add a client code for businesses who handle multiple clients. However this code can only be entered after the client is setup as a separate step. It would be quicker to optionally add the client code as part of the setup process.

    1 vote

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    0 comments  ·  Admin →
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  15. I wish we could File the Reports we publish under folders (bank rec summary, profit and loss, etc.)

    1 vote

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

    1 vote

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  17. Currently API can only get bank balances in Base Currency from Reports -> Bank Summary. This means it is all converted into the Base currency by XE.COM. There is no way to convert this back into the original currency, XE.COM rates are not available vis the API. There should be a way of getting the bank balance in the origin al currency.

    8 votes

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    1 comment  ·  Admin →
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  18. expense claims available in the employee portal

    1 vote

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  19. 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…

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  20. I have found an awesome tool by Quick Win Development (http://www.quickwindevelopment.com/) that allows us to extract data via the API straight into Excel.

    Because 80% plus of the reports I ever generate in Xero are exported directly to Excel, please can Xero build into the API the ability to replicate every report currently supplied by Xero, as a bare minimum seeing as though the Reports are diabolical compared to other accounting systems. Particularly for me the P&L by month for a start/end date period.

    Thanks
    Murray

    22 votes

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    1 comment  ·  Reports  ·  Admin →
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