720 results found
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Enable bulk editing of accounts and tracking data
Currently it is very tedious to manipulate data in the system. I've made some adjustments to the way accounts and tracking are handled, and I am faced with going through hundreds of invoices one by one to create reports that make sense. It would be awesome to be able to check multiple items and modify them in this way (although I can see a problem with multiple line items), or else have some tools to migrate invoice line-items assigned to a particular account or tracking category to another one.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
Love the migration idea if you are switching accounts or tracking though, so be sure to add a suggestion!
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Create invoices and credit notes via the api as Deleted or Voided
My client requires invoices and credits too be synchronised between our software and Xero.
This includes having invoices deleted and credits voided before they reach Xero.
I would like to create deleted invoices and voided credits first time rather then having to create drafts and then delete/void them in a seperate operation.
You shouldn't be able to do this via the Xero user interface but I should be able to do this via the API.
1 voteThe Xero API must follow the same application logic as the main application. It is for this reason we must decline this request, but we are committed to exposing more functionality via the API such as the ability to void invoices and credit notes via the API once they are created.
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are able to enter several email addresses for customers.
Several email addresses as in accounts payable and the person that deals directly
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Quick and Easy third party authentication
I think there should be a quick way for third party applications to authenticate into the XERO API.. Because as far as I know there currently isn't a quick way for the authentication of users keys and certificates authenticated in a couple of seconds rather than minutes without requesting a lot of information from the web services (give and take how many invoices or contact information has to be recieved).
1 voteHi Michael
It seems like you are basing this on your experience of using a private API application? We also have two other application types: partner API apps and public API apps that use the 3-legged OAuth process which to the end user is as simple as clicking a button in a 3rd-party app, logging into Xero and approving a connection between the other application and their Xero organisation. Overview here: http://blog.xero.com/developer/api-overview/
You can see this in action by using the API previewer – if already connected to an organisation, disconnect and go through the process of connecting again – that is the same workflow as public/partner API apps use.
Note this makes it easy for the end user, but there will always be work involved for the 3rd party applications themselves in terms of setup etc.
Hope that is what you are after!
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Add a "Hero" report module position to the Dashboard for beautiful graphical reports
Some UI improvements -
Add a Hero or Showcase module position to the Dashboard. Give users options to select from various graphic reports for things like profit and loss or daily sales.
Or perhaps you allow the user to select and compare activity in multiple accounts and choose the type of output graph.
You may even allow drag-and-drop positioning of multiple custom graphs or reports - on top of the listing of bank activity, accounts receivable, and accounts payable.
Regards,
- Aaron1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Be able to have number of days billable in the invoice recievable template
I run a equipment hire company and use xero to itemise and invoice the equipment hired out. The quantity field works well but i supply equipment over a number of days at a day rate. It would really help to be able to specify how many days any quantity of equipment was hired out for. In theory its just another quantity field called DAYS. Please Please Please. :)
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/ :)
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Create a section for discounts for any goods and services in an invoice
When entering invoices it would be nice to have a section to put any discounts that have been applied to the goods and services that I am entering.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Validate only option for POST and PUT
Currently when you POST or PUT, Xero will either accept or reject each of the entries. Provide an option to POST or PUT data (Invoices) and have the results returned WITHOUT actually updating any data. That would allow an All or Nothing approach to batch data submission.
3 votes -
open standards data & document formats
At the moment I can import & export financial data via an Open Standards CSV format (& well-documented API's), which is great for interoperability with other systems :)
Unfortunately this is not carried through universally, such as Custom Invoice Branding, which is reliant on ms docx formats.
This excludes a significant potion of my own customer-base (many SME's/SMB's reducing overheads) that are increasing not making use of manu ms-based technologies (i.e. office), and are increasingly moving toward more "cloud-based" solutions, such as Google Docs (sample docs are an absolute mess in GDocs) & Open/LibreOffice.Please add support for common, Open…
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Allow financial advisers to permanently delete records from the systen
I think that Financial Advisers should have the ability to completely remove a record from the system. Or - this needs to be a permission setting on some future ACL implementation.
What if an error occurs? Especially for folks like me who are synchronizing their billing system. As far as I am concerned - my billing system has the most accurate information. I want to be able to adjust for errors that may occur during sync - because I cannot effect the records in my billing system.
These records have already occured. They are uneditable. Xero is simply copying those…
1 voteHi Aaron, appreciate the suggestion. This is best placed in the community feature requests as it is not API related: https://community.xero.com/business/topic/23/
I can tell you that any full accounting system needs a complete audit trail – that is why deleting is not an option but reversing/undoing is in Xero.
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1 vote
As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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1 vote
As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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1 vote
As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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1 vote
As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Reconcile via the API
Be able to reconcile bank statement lines via the API.
279 votesThank you for the continued feedback and for your patience on this long‑running request. We know that programmatic bank reconciliation and AI‑driven workflows are increasingly important to many of you, and we understand the frustration that this capability is not available via the Xero API.
After reviewing this again with our legal, risk and banking teams, we have confirmed that we will not be adding the ability to reconcile bank statement lines via the API or to expose unreconciled bank statement data via the public API.
There are a few key reasons for this decision:
- Regulatory and contractual obligations on raw bank data. Unreconciled bank statement lines are “raw” banking data – unmodified information that comes directly from banks. In markets such as Australia, this data is treated as banking data under consumer data rights regimes. Sharing it on to third parties (including via an open API) would require us…
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allow sales unit prices to be to 3 decimal places - to avoid rounding errors
when a supplier generated sales invoice is received it would be nice to be able to agree to their grant total
1 vote -
1 vote
As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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PDF's attached to purchase invoices have a URL link so that they can be used by 3rd party apps
PDF Invoices that are attached in Xero have a URL that 3rd party apps can link to
e.g a purchase invoice has an attachment which is thescanned copy of the invoice, we would like a url so we can link the pdf to a web app
1 vote -
repeating
Make it so repeating invoices can be put on hold - I don't like having to delete them and recreate them later when we put a service on hold. It leaves the door open for mistakes.
Cheers
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/ – it sounds like a good one.
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Instant Search Box
In my previous software (WHMCS) there was a "Instant Search" fuction which you could type a Invoice Number, Quote Number, Credit Note, or even client name and it would bring up there details instantly if you press enter, or you could see a list of matching results (Like google instant search) and the click the one you want.
I Think this would be the icing on the cake for me, I LOVE Xero so much, this is the only function it is currently missing.1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum where there is already a thread for this: https://community.xero.com/business/discussion/55791/
- Don't see your idea?