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Accounting API

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720 results found

  1. 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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  2. 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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    0 comments  ·  Admin →
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  3. 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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  4. 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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  5. 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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    0 comments  ·  Admin →
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  6. Currently you have to use the InvoiceNumber element and the Reference element is ignored.

    0 votes

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  7. 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.

  8. 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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  9. 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!

  10. can you please provide some sample code , on how to connect to xero using http_oauth pear package .....

    2 votes

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  11. I find the reports available in xero very minimal, especially compared to those my accountant are used to from Simply Accounting. Consequently, I wish there were an API I could use to generate my own reports rather than hope that the xero team will implement the exact report that my accountant is requesting.

    13 votes

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    Since this request has been opened a lot of extra functionality has been provided, including reports by tracking for P&L and balance sheet: http://developer.xero.com/documentation/api/reports/

    There are still a number of features we could improve on, and a number of these exist as distinct feature requests in this forum. We suggest adding your votes to those requests so we can close out this generic feature request which is difficult to define/act on.

  12. Be able to import bank statement lines into a bank account in Xero. This would be useful for custom bank accounts or banks that do not have a direct feed into Xero

    997 votes

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    240 comments  ·  Banking  ·  Admin →
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    Thanks for your continued feedback and patience on this long-standing request. Our team has started to build this out, and we’re looking forward to sharing more as development and testing progresses.

    This release will support ingestion of bank statement data via the Bank Feeds API for accounts where a bank feed has not been established and allow customers to automate the current manual file upload process.

    As part of this work, we’ll be running a beta with a small group first (from mid June) so we can test the experience and gather feedback before broader availability. We’ll continue to post updates here as we reach key milestones.

  13. not sure if it is possible, but what about an email to invoice gateway.

    have an email address invoices@xero.com
    i can email any invoices i get to that address and it automatically populates a draft invoice in xero, based on the from address of the sender

    obviously you would need to have a bit of security, like a cryptic email address to send the invoices too, and it would be difficult to parse all invoices formats, but not impossible.

    even if it pulled out the generic details of each invoice, eg invoice no, from, date, total, it would save a…

    3 votes

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  14. Store encrypted credit cards for customers and be able to initiate (through the invoice API) credit card payment via any credit card processor's API. Paypal Web Payments Pro would be good out of the box but ideally would be set up to work with most standard APIs.

    50 votes

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    I think it is a good idea to close this suggestion out as it is not a direction we wish to take for now. Over the next 2 quarters we will be looking to deliver improvements within the application in terms of development of online invoicing and supporting more payment processors, but a credit card payment API is not something we will be looking to do within a 0-3 year timeframe, so declining this suggestion.

  15. Everything visible in the web interface should be exposed via the API. In fact ideally the web interface itself would be a client of the API, which would ensure that all useful technology is exposed.

    223 votes

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    We’re closing this request out and asking that developers suggest or vote for the specific features you’re after as it’s easier to get feedback to you on each request this way and also free up your votes. I’d like to reassure you we’re committed to offering the best API we can.

    Tony Rule
    Product Manager, Xero Developer API

  16. Xero could export contacts via LDAP for integration with VOIP caller ID, email addressbooks and access control systems.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  17. If the Xero interface could be configured to display data from and interact with the apps third party developers are creating similar to the way Facebook applications work inside their platform

    34 votes

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    It is certainly a nice idea in a lot of ways, and Jesse’s use case example is good one.

    On the other side, allowing 3rd party applications plug into the core Xero application present some quite major security implications. The data we hold on behalf of our customers is considered highly sensitive by us and we ensure we have bank level security across all aspects of our application.

    Second to that, we are a design lead and focused company – we want our software to be really easy to use and remain simple and intuitive, so allowing 3rd parties to introduce interface elements into Xero would be something we would need to carefully plan for.

    With this in mind, it would be quite an onerous task for us to implement a secure framework that would allow 3rd party applications to interface within Xero, in a sensible way that does not…

  18. The ability to run AP transactions into high volume payment program (BACS/ CHAPS/ Cheque run etc) rather than paying invoices manually...and record result against AP transaction

    2 votes

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  19. This is a challenge for SaaS financial apps in New Zealand, both for small business and personal finance. Since Xero already integrates with banks, it would be great to be able to procure transactions through you via a standardised API :-)

    11 votes

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    1 comment  ·  Admin →
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  20. Rather than having a system push data to Xero , Xero could be set to subscribe to an RSS feed that is in the correct format to add invoices.

    1 vote

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    1 comment  ·  Admin →
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