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Accounting API

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503 results found

  1. Provide API for retrieving Uncoded Statement Lines

    Bank Reconciliation is necessarility a collaborative effort when multiple people have company cards and not everyone is great at uploading their statements.

    We have been using a Python mechanize script to scrape xero and download uncoded statement lines, recognise transactions by the last 4 digits of the card numbers, and post that to slack to nag the respective company card holders, and that's been working ok for the past year...

    We know how difficult it can be to change your minds on the necessity of API endpoints like bank statement line import and reconciliation via the API, or adding improvements…

    1 vote
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  2. Ledger for particular account shows corresponding Accounts

    Existing General ledger report gives understanding Summary/detailed Dr and Cr amounts but it does not tell you which Accounts are involved in transactions. Ability to create Summary Ledger for particular Account that shows correspondence with Accounts according recorded transactions. It is very useful to find mistakes if your allocations were wrong. For example, when you created bill and mistakenly choose wrong GST type or expense Account. Another good reason for monthly/quarterly reconciliation AR/AP. For example, creating AR ledger you will see aggregate or detailed amounts of Bank/Cash accounts, GST and Customer deposits. If you made mistake when you reconcile bank…

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  3. Create more granular accounting scopes (eg: Sales - Invoice only)

    Right now there is a very wide range of APIs wrapped up in the "accounting.transactions" scope, with no way to provide more granular access within these APIs (https://developer.xero.com/documentation/guides/oauth2/scopes#organisation-scopes).

    This means that it's not possible to grant access to something quite narrow without also granting access to other things that are often not needed. For example, you cannot grant permission to creating/manipulating Sales Invoices without also giving access to all Bank Transactions at the same time.

    This problem is perhaps accentuated for Custom Connections, which are designed to be used for "in house" integrations, as ALL developers with access…

    9 votes
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  4. Allow POST call on SentToContact for Credit Notes

    Sent to Contact on credit notes is read only right now.

    Please allow us to do a POST call to this so we can mark sent to contact true as needed

    4 votes
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  5. return the lines array in the CreditNotes GET using WHERE query

    When using the CreditNote API. A get using the CreditNoteID returns the line array, but when you use a WHERE clause it does not return the lines array. Having said that, it seems to be intermittent.

    Yesterday I was able to do both these with the same ID:
    a) GET /CreditNotes/{id}
    b) GET /CreditNotes?Where=CreditNoteID={id}
    And they both returned the lines[] array.

    Today, only (a) works to return the lines[] array.

    1 vote
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  6. 4 votes
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  7. Make the API invoice email the standard html email not plain text

    Currently when sending the invoice email from the API it sends as plain text. Update it to send the standard html email with the green 'Pay Now' button.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Allow html formatting in Invoice Emails

    Allow the ability to include html in the Invoice email template so text can be made bold, italics, different sizes etc.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. Expose Conversion Date in Accounting APi

    We have a requirement to extract the Conversion Date of a company to work the total number of fiscal years with data, but it is not available through the API. Please expose it in the Organisation endpoint.

    1 vote
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  10. User Activity

    I would like to be able to retrieve the User Activity but cannot see an API for this.

    1 vote
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    0 comments  ·  New APIs  ·  Admin →
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  11. Expose the new Expense feature via the API

    Xero previously had an Expense Claims public API available (https://api.xero.com/api.xro/2.0/ExpenseClaims)

    However since 2018, a new Xero Expense product has replaced Expense Claims and any new organisation is forced on the new expense product. This new expense product currently has no available API.

    This is a regression as the previous API allowed developers to build integration with the Xero's expense features, however it is now not possible anymore.

    There is an existing trello card for this feature however I do not understand why it is still in the "nice to have" column although the number of votes is higher…

    9 votes
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    2 comments  ·  New APIs  ·  Admin →
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  12. Implement filters available from front end

    Incorporate the filters for outlet and revenue type and other available segmentations.

    Noted that Xero allows the user to configure accounts by 2 segmentations: seg1 and seg2.

    For example, trial balance filtered by seg1 and seg2.

    Alternatively, if the output can show information of seg1 ns seg2 for each transaction or account will also do.

    1 vote
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    0 comments  ·  Files API  ·  Admin →
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  13. Allow Invoice only users to use the API

    As seen on this link: https://developer.xero.com/faq/permissions#user-permissions , currently only standard users can use the API, however, this makes no sense for my use case, and this is probably the same for other people.

    Right now I'm trying to build an app that will automatically create invoices and email them to the contacts, however, I do not want to connect a standard full user to my application, as the returned access token will have full access to all my banking account statements whereas all I need I to create a Sales Invoice, which could be done with a "Sales Invoice only"…

    6 votes
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  14. Attach pdf invoice when emailing invoice via API

    There is currently no way to attach the invoice PDF to emails when emailing from the API. We've had to resort to sending the link in the template used to email our customers. However, our customers prefer having an attachment instead of going to a link to download it.

    44 votes
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    12 comments  ·  Invoices  ·  Admin →
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  15. add Contacts as an element to GET Journals

    This would allow much greater financial reporting flexibility. Like Tracking Categories, not all Journals have Contacts. Your new Xero report, P&Ls by Contact, leads me to believe the Xero data structure may support this. Thank you!

    5 votes
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    0 comments  ·  Journals  ·  Admin →
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  16. Invoice Webhook - Send payload for custom connections

    When the new authentication system goes live - the invoice webhook should send the invoice payload. This makes sense as the authentication system is 1:1, and it will reduce the amount of API calls.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. I want to delete BankStatement via API

    In many cases, people make mistakes. On my Xero application, it happens too. I want to enable people to delete the transactions made by mistake.

    4 votes
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    0 comments  ·  Banking  ·  Admin →
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  18. Contact Bank Details (all fields) to be able to be updated via API

    At the moment, contact bank details fields need to be updated through the front-end UI, only the BSB and Account number can be updated via API. Just wondering if Xero can add all fields to the Update contact details API function?

    "BatchPayments": {
    "BankAccountNumber": "0000007",
    "BankAccountName": "XXXXX",
    "Details": "SQUAD",
    "Code": "",
    "Reference": ""
    }

    24 votes
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    1 comment  ·  Contacts  ·  Admin →
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  19. Manual Journal Webhooks

    Hi,
    I was wondering if there was any plans to implement webhooks for Journals?

    Would be a great implementation for building block to Xero and working with the system.

    4 votes
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    0 comments  ·  Journals  ·  Admin →
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  20. longer SKU Number field

    Your system needs to support longer SKU's if you plan to continue working with the KATANA platform and Shopify they do not have a hard SKU limit and because of this we are unable to import a number of the orders we import from Shopify into Katana... and this requires us to do a work around to create a order/invoice in your system...

    1 vote
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