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Accounting API

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731 results found

  1. Create a partnership with or API for quotewerks to be able to import or synchronize invoices and purchase orders from quotewerks to xero and visaversa.

    2 votes

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  2. GET CreditNotes has the InvoiceNumber field but not the ContactNumber field. It would be quite nice to have both.

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  3. 2 votes

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    1 comment  ·  Admin →
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  4. Provide API to get report Sales By Item. because it will help to analyse sales by Item (Product). Now we can generate the report but I don't see API to get report data as other financial report.

    9 votes

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    1 comment  ·  Reports  ·  Admin →
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  5. Once an invoice is approved, it should have the facility to "revert it back to draft"

    It is because of the reason that mostly, my client ask me to approve the invoice and then says that it's not yet approved and then i don't have the facility, ultimately it is showing in our accounts that an overdue invoice is available, which is actually not yet approved.

    Xero should facilitate us in such a way.

    Thanks
    Hassan

    60 votes

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  6. Currently you have to tab across but when entering lots of numerical data it is much quicker to use enter on the number pad instead

    2 votes

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  7. It would be nice to beable to take a payment over the phone using a virtual terminal from within Xero.

    Adding a take payment now button when an invoice is approved and adding a payment gateway such as sagepay for this would be very useful.

    8 votes

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    For developers looking to integrate a payment system themselves (including SagePay) they can do so using this guide we have provided: http://developer.xero.com/documentation/api-guides/payment-services-integration-with-xero/

    While providing an integration to SagePay as part of our payment services feature in Xero is not currently on the roadmap, you can raise and vote on a feature request for it in our Xero community: https://community.xero.com/business/topic/23/

  8. Challenge:

    We love using Xero there are so many pluses! But…we also use add-ons which integrate with Xero. When information is pushed and pulled through, if our clients have misspelt their company name, or even written Limited as Ltd (or vice versa) it creates a whole new client in Xero even if the client currently exists (eg.if purchasing tickets through Eventbrite). We have three integrations going so this can happen three different times and for our administrators and accounts team…a logistical nightmare .

    Solution:

    I’m pretty sure a code can be developed that recognizes elements in a company name (or…

    7 votes

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  9. I would like to export PDF reports via the API to email to management monthly via a 1 click process. I cannot built this presently without converting the report data to PDF format myself.

    12 votes

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    1 comment  ·  Reports  ·  Admin →
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  10. Send an automatic reminder notice after, either, 7 days, 14 days, and/or 21 days once the invoice gets overdue. We should have the facility to choose number of reminder notices. Have the facility to generate reminder notice report.

    We sent several invoices everyday and it is hard for us to remember to send a notice to clear their overdue payments

    My client needed this system in xero and he was depressed when he heard that it's not yet developed in xero.

    22 votes

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    0 comments  ·  Invoices  ·  Admin →
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    Good news! Work is almost complete for invoice reminders in Xero so look out for it in the app very soon.

    I’m closing this particular suggestion as it seems to relate to Xero in general rather than the Xero API. General Xero suggestions are best placed here https://community.xero.com/business/discussion/50961/

    If anyone voting for this issue has any API specific suggestions for invoice reminders then please feel free to post it as a new idea.

    Regards,
    Adam

  11. Simple thing, just give option for copying/bcc'ing others, especially for clients who specify that you do this.

    10 votes

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    1 comment  ·  Invoices  ·  Admin →
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  12. It would be great if I could hook up the due dates of the bills that I have added to Xero to my Google calendar. It would help me more easily keep track of when I have to pay my bills by. Doesn't have to have much detail in it. Maybe just the number of bills due on a date.

    1 vote

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    This forum is for API features and I’m afraid this does not include features like this. The good news is that there is already a 3rd party application providing a connection between Xero and Google Calendar: https://zapier.com/zapbook/xero/google-calendar/2516/create-google-calendar-event-from-xero-invoice/

    If you are keen to see this as a feature within Xero, you could make a request in our feature requests forum: https://community.xero.com/business/topic/23/

  13. Added to wrong section, moving here to Invoices.

    I'd like to generate draft Bills for my subcontractors via xero api, and let them review and submit the invoice. If the User element is exposed like it is in expense claims, then the invoices will be available to the users that it is attached to, and have the draft invoice role.

    4 votes

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    0 comments  ·  Invoices  ·  Admin →
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  14. Would like the ability to set the reference field on payable invoices. This is available on sales invoices but not on payables

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  15. A quote option would be good like MYOB has, as we do a lot of quotes that get chaged to invoices

    1 vote

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  16. looking up addresses in xero would be handy like MYOB as i currently keep having to login to MYOB to get customer info as we are contractors and are expected to know existing customers details

    1 vote

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  17. It would be great not to have to enter my email address every time that xero times out it should only need the password to login

    1 vote

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  18. can you please provide some sample code , on how to connect to xero private apps for long time authenitcation. please help to us.

    1 vote

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  19. Currently the Inventory Items Summary report is not exposed yet via Xero API. Please vote so we can keep track the demand for it.

    21 votes

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    6 comments  ·  Reports  ·  Admin →
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  20. I love the mail-merge style placeholders you've added to the email templates, but there could easily be more!

    For example the "Contact Name" - a lot of my customers are businesses, so the emails will say "Hi ABC Company Pty Ltd" which looks silly. I've added the contact names of the actual people I deal with at those companies into the Contacts section of Xero, so having access to "Contact First Name" for example would be excellent.

    22 votes

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