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Accounting API

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731 results found

  1. To enable the ability to trace the journal created by an invoice.

    1 vote

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    1 comment  ·  Invoices  ·  Admin →
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  2. Would enable the measurement of new business. e.g. number of new customers since the start of the year and their $ value.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  3. i want to get all the invoices where name contains abc, i am using c# for integration, i have tried this
    .ForUri(new Uri("https://api.xero.com/api.xro/2.0/Invoices?where=Name.Contains(abc)"))
    this will trough an error bad request, how to do this correctly

    1 vote

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  4. 1 vote

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  5. The API sync with FreshBooks currently dumps my FreshBooks transactions into my checking account ledger irrespective of where those funds were actually deposited. This is a serious limitation that needs to be fixed promptly. Most businesses--even small ones--have more than one account. For interest maximization, all deposits at our firm, for example, go into a money market. As cash is needed in checking to cover outgoing money, it's transferred.

    3 votes

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  6. We make extensive use of the ContactNumber field for invoicing.
    Can Invoice listing show ContactNumber field next to contact name for each invoice to help with updating/locating drafts?
    Can ContactNumber be shown on contact listing instead of phone or email field for locating contacts?

    Original question - http://answers.xero.com/developer/question/23051/

    2 votes

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  7. UK VAT law requires that invoices present VAT amounts in Sterling, even when the invoice is in a separate currency. As a result, it's possible to have a Euro invoice with Sterling VAT amounts. (See VAT Guide 16.4 and 16.3.1). Obviously when charging the customer, these have to be converted to Euros and the total expressed in Euros, but the business owes VAT in Sterling, not Euros.

    Currently it's only possible to specify a single currency per invoice; now, if it were possible to stipulate the exchange rate to be used, that might make matters better, but in general we…

    2 votes

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  8. If you go into invoices and tick a bunch to print, you have to scroll back to the top again to hit print. If you are doing individual invoices, this can be annoying and time could be saved simply if the buttons were on the bottom as well.

    1 vote

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  9. Currently when entering a payment for an invoice in a foreign currency I need to enter the exchange rate. Generally I have to final AUD value and the final USD value, so would prefer the fx rate is calculated automatically.

    In addition, it seems the fx rate has limited precision; I end up needing to put in manual adjustments when reconciling which is also a pain.

    2 votes

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    declined  ·  0 comments  ·  Admin →
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  10. If a tracking category name or option name is changed then often this isn't picked up when bulk approving invoices and invoices get entered with missing tracking categories

    17 votes

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  11. Currently you can do this only by resupplying ALL current invoice lines along with the new line. There is a concurrency issue here between when the invoice was read via the API and resupplied to the API for the update. Can you make it so we only have to supply the new invoice line to the API and it be added to the invoice?

    5 votes

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    1 comment  ·  Invoices  ·  Admin →
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  12. This is especially important for an initial sync of a new customer with our product as we need every invoice in the database (including the PDFs, which we are happy to trickle into the system over time).

    20 votes

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    not planned  ·  4 comments  ·  Admin →
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  13. When GET invoice called using API, we get only ContactId and Contact Name. Here full contact details must be available so that if contact is not available in local database we can insert new one.

    1 vote

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    1 comment  ·  Admin →
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  14. Where is the API for a cash sale? ie. a paid up in full sale made online e-commerce in realtime, do you have to raise an invoice against a customer called Cash Sale? NZ delivery addresses have GST inclusive, and Offshore addresses are GST zero rate. will the api look at the country field and do this for you?

    1 vote

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  15. This almost seems to be a bug, since the Xero web interface works differently than the API.

    In the "Tax" section for a Contact, the help message states: "Each account you code an invoice to will have a default rate as specified in the Chart of Accounts but if you have specified a rate for the Contact here, this rate will override the default rate from the Chart of Accounts."

    This works when adding an invoice using the web interface, but adding an invoice using the API results in the wrong tax type and wrong calculated total.

    5 votes

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    0 comments  ·  Invoices  ·  Admin →
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  16. If a payment is applied to an invoice the FullyPaidOnDate is populated correctly and appears through the API.

    However, when a payment is reversed on a previously fully paid invoice, the FullyPaidOnDate will not be removed from the XML result through the API, regardless of the fact that the invoice is not fully paid.

    1 vote

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  17. Currently you have to use the InvoiceNumber element and the Reference element is ignored.

    0 votes

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  18. For customers who's payment gateway settles the days total takings into your bank account in one lump sum at the end of the day, making single payment against single invoices via API is no good. It would be great to be able to recieve a payment to a bank account and split that payment to be applied against multiple invoices.

    25 votes

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    4 comments  ·  Invoices  ·  Admin →
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    There seem to be a few different requirements here, I want to see what we can do to help:
    - We have prepared a guide on an easy way to handle payments where you have multiple invoices, but one lump some payment from a payment processor into your bank: http://blog.xero.com/developer/handling-payment-processor-receipts-in-xero/

    - Another solution would be for users of the API be able to create a bank feed themselves from a payment service. You can vote for this API feature request here: http://xero.uservoice.com/forums/5528-xero-api/suggestions/340274-import-bank-statement-lines-via-the-api

    There are other questions that point more towards Xero feature requests rather than API functionality. I recommend you request these in our community forum: https://community.xero.com/business/topic/23/

    I will close out this request and we can continue the conversation in the links above.

  19. Changing posted account is good, but to change date, Tax Code or amount required delete transaction and re-enter it.

    1 vote

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  20. 3 votes

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    declined  ·  Ronan Quirke - Xero responded

    Thanks for the suggestion!
    Unfortunately we have no current plans to provide a “Surrender to MYOBAPI function!

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