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Accounting API

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Accounting API

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  1. 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/

  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. Traditional UK Invoices for small businesses would not look like the ones you can currently produce from your template. There is very little flexibility as to where the logo can be positioned and it does not allow other elements to balance. I do not have the expertise or ability to get someone elese to create a new docx template.

    1 vote

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    1 comment  ·  Invoices  ·  Admin →
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  11. It would be cool if we could push invoices to the in.xero.com portal from other 3rd party applications, then users could import them seamlessly into their accounts.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  12. Provide an API to retrieve the transactions of an account. (e.g. something like this Profit & Loss report-> click on the YTD value of an account)

    More discussion in the thread https://community.xero.com/developer/discussion/326819/

    463 votes

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    under review  ·  72 comments  ·  Reports  ·  Admin →
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  13. Please include the Website URL in the API feed. Thanks.

    7 votes

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    5 comments  ·  Contacts  ·  Admin →
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  14. TrackingCategories returns IDs for both categories and options as follows

    <TrackingCategory>
    <Name>My Category</Name>
    <Status>ACTIVE</Status>
    <TrackingCategoryID>a020cd2b-31ac-49a4-b459-f8ffbe854e7c</TrackingCategoryID>
    <Options>
    <Option>
    <TrackingOptionID>dc167d85-6c3a-4261-b7f9-4fda00c2e38d</TrackingOptionID>
    <Name>My Option</Name>
    </Option>

    GET BankTransactions with a bank transaction id specified returns both the category id and name, but only the option name (no id).

    <Tracking>
    <TrackingCategory>
    <Name>My Category Name</Name>
    <Option>My Option Name</Option>
    <TrackingCategoryID>23333b58-b938-479c-9bdd-5a599bec698c</TrackingCategoryID>
    </TrackingCategory>
    </Tracking>

    4 votes

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  15. It seems to be possible to supply the ItemCode but not the ItemID. I guess the ID is unique for each item? It would be really great in my opinion if the API could be consistent and the ID field was always used to specify a join whenever you are creating or updating anything.

    Consider the following use case:

    A web app with integrations to xero to do all of the invoicing, and inventory price management. Contacts (users), orders (invoices) and products (items) are stored in the app, but also created in xero. The app then stores the xero id…

    7 votes

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    1 comment  ·  Invoices  ·  Admin →
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  16. It would be very convenient if report column headers were sortable.

    For example, when I run a "Sales by Item" report, I'd like to click on the "Total" column header to re-sort the report by Total, either ascending or descending.

    If this sorting was available for all column headers, I could immediately find out:
    - best and worst selling product by sales revenue
    - best and worst selling product by units moved
    - most expensive product
    - least expensive product
    - lowest and highest average selling price

    ....all in seconds with just a few clicks on column headers, and without…

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  17. I am an owner/operator of my own business and even though I do have my bank account linked I generally use my personal credit card for everything so that I can leave my money in an offset account to minimilise interest. It means I do alot of receipting and find the process long and tedious as I have to go through approving / authorising etc just to do reciepts. If there was a quicker way of doing it would make life alot easier.

    1 vote

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  18. Because we currently extract accounts through reports, we don't get the internal unique identifier and have to match on number and name. If the user re-names or re-numbers an account in Xero (and this is likely to happen to other entities) we lose the connection to the account stored in our system and the user potentially loses data.

    12 votes

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    1 comment  ·  Reports  ·  Admin →
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  19. If this only let us export, import, create and delete, it would quickly give big time savings, avoid many errors and encourage better rule coding. However, its value will grow exponentially as we use the combined rules, of many clients, to copy rules between them and new clients. This could soon give all Xero users local and national Excel rule libraries. Their rules could reference rule creators, both for support and to encourage library contributions. The reputation of the rule creator, forum comments on each rule and the Likes (votes) of users will encourage much wider sharing of much better…

    15 votes

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    The API is not suited to this purpose, this would need to be built in the main application in order for users to import/export. It could be exposed via the API also later on, but for now, the best place to show support for this functionality is in our community forum: https://community.xero.com/business/discussion/65371/

    This forum is specifically for developer API functionality (exposing existing Xero functions through the API).

  20. Ability to create or edit additional 'custom' fields to use for notes, additional phone numbers, job descriptions, etc.

    114 votes

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    28 comments  ·  Contacts  ·  Admin →
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