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Accounting API

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Accounting API

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720 results found

  1. When you specify a tax override for individual inventory items, they are not applied when creating the invoice via the API (it still uses the accounts tax settings). They are only applied when creating the invoice manually.

    1 vote

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    declined  ·  0 comments  ·  Invoices  ·  Admin →
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  2. This would allow us to build tools to do bulk budget exports for multiple periods from our current system. (I think that budgets import might be coming through the user interface anyway, in which case this isn't really needed).

    69 votes

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    not planned  ·  18 comments  ·  Accounts  ·  Admin →
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  3. Hi I am setting up a new business and I wanted to ask on here the best way to setup the platform from the ground up for a single company wide visible business starting from the Xero base. Can I add salesforce CRM, Google documents etc. There are obviously really expensive ERP that do this but I am wondering if there is a way of doing this with cloud

    1 vote

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  4. Enable the ability to split payments on a bank rec coming through the API so we can reconcile merchant payments from two separate machines on 1 day. 1 invoice, 2 payments currently unable to split.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  5. I'd love to build an WP7 application for the Xero platform, however the step that involves navigating to the login page which is required to complete the OAuth process is blank on WP7 browsers.

    11 votes

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  6. Add an additional tracking code. Currently there are only 2 and adding a 3rd would be a great benefit.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  7. 1 vote

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    0 comments  ·  General Requests  ·  Admin →
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  8. Add a 3rd option for Bank Rules.
    Allow for transferring to a specified account.

    EG: I transfer money from my PayPal to my main account only.
    OR
    EG: I transfer money from my Skrill account to my main account only.

    And would like these to be reconciled even easer with automated bank rules.

    30 votes

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    5 comments  ·  Accounts  ·  Admin →
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  9. 1 vote

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  10. 12 votes

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  11. E-mailing updates to receivable accounts about their payments via the API would be very useful. Via the web interface, this is possible by sending a statement. API request is to be able to retrieve a statement report and email it via the API

    48 votes

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    not planned  ·  10 comments  ·  Accounts  ·  Admin →
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  12. being able to export the outstanding accounts with all the contact info, notesand invoice info for each customer that needs to be collected would be helpful

    2 votes

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    1 comment  ·  Accounts  ·  Admin →
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  13. 27 votes

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    5 comments  ·  Reports  ·  Admin →
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  14. 31 votes

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  15. 11 votes

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    1 comment  ·  Admin →
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  16. Names containing accented characters, eg: Nuñez, are rejected when uploading a new Contact.

    13 votes

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    1 comment  ·  Contacts  ·  Admin →
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  17. I have lost of customers who make payments "on account" against one or more invoices. If these payments come into a bank account regularly and use the same reference (e'g a customer account number), a bank rule which sets the customer and allocates the whole payment to only that customer's invoices (e.g. against oldest invoice first, splitting if required) would speed things up no end. Much faster than me going through Find & Match every time.

    1 vote

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  18. 1 vote

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    1 comment  ·  Invoices  ·  Admin →
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  19. When moving funds between bank accounts you have to use the transfer feature but you are only allowed to enter the Date and From and To Accounts. I would nice to have an ability to add a description or a reference if you are trying to record additional data. This would be particularly useful when you are setting up a control account and you want to reconcile it - You don't intend to import a feed here you just want to manually reconcile the account. (so you need the bank function) but you will be mainly transferring money in and…

    1 vote

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  20. Allow for batch create/update/delete operations to multiple API endpoints within a single transaction.

    5 votes

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