Accounting API
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132 results found
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Create a customer credit limit field and be able to access as a y/n from the API so & I could automatically flag.
I want to be able to freeze or restrict customers accounts in relation to orders or services if they exceed their credit limit on overdue balances.
This is a very clear business need and I hope it could be integrated into your system as I believe it would add significant value to Xero
5 votesAs 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 add your vote in the Xero Community forum:
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Ability to merge accounts in the chart of accounts
You can merge contacts, how about the ability to merge accounts, users will often create duplicate accounts and use both, rather than waste time recoding a bunch of transactions choose which accounts you want to merge
17 votesAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application,
Please see this feature request forum for the main Xero application to follow progress on this topic: https://community.xero.com/business/discussion/72731
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Automatic credit card billing for recurring invoices
You currently allow invoices to be paid using credit card (DPS, PayPal etc).
If it's a recurring invoice (particularly if it's monthly) it'd be great if the client could opt to be billed automatically by credit card.
55 votesHi everyone,
This seems like a general Xero feature request rather than something for the developer API. As such we are declining this thread.
The good news is that development of this feature is in progress. Get all the updates from the Xero Business Community page https://community.xero.com/business/discussion/3573905#answer76925420
Cheers.
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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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make a comparaitive report for the trial balance
For reviewing yearend accounts, we review against the Trial Balance from the prior year, therefore it would be great if in the Trial Balance there was an option to view periods (or Last year) etc as you can do with the Balance Sheet and Profit & Loss Statements.
3 votesAs 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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Insurance Quotation Integration - Modern Risk Solutions
I’ve an insurance app called Modern Risk Solutions that allows users (whether business or personal) to submit requests for insurance quotes.
See link: https://itunes.apple.com/hk/app/modern-risk-solutions-incident/id616505814?mt=8
I’d like to be able to PULL information via Xero from business entities for the following fields:
• Name
• Company Name
• Email
• Phone
• State
• Years in business
• Numbers of employees
• Current year revenue/turnover
• Claims or losses in the last 5 years
• Total replacement cost of all assets
• Target price/budgetWe’d like the ability to pull the information from Xero via a Connect with Facebook style login…
13 votes -
Allow for depreciation of assets subject to the vehicle cost limit
There needs to be a box to tick to indicate the asset is subject to the vehicle cost limit, so depreciation is not calculated on the whole cost
3 votesAs 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 edits to Tax codes, Nominals and Project Tracking lines in Expenses section
AT the moment, once you have approved a line of an expense, you can never edit it again. If you get the VAT code wrong, there is no way of changing it. If you haven't approved the entire invoice, you can cancel the claim - but then you can't reenter it - you have to get your employee to do this all over again. If you have approved the claim - there is nothing you can do.
Please fix this - I don't understand why we haven't got the same editing abilities in the Expenses section as we do in…
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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Be able to mark certain clients as requiring statements only
We have many clients who pay at the time off purchase and would like to be able to highlight certain clients only as requiring statements.
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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be able to attach supplemental documentation to outgoing invoices - not just PDFs, but excel files and jpgs
I have clients who, when they bill their clients, are required to submit spreadsheets, copies of documents etc WITH their invoice - many state and government jobs require this. It would be great if it could be done within Xero rather than go out to the "normal" email to send both the Xero invoice and the attached documents.
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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Have integration with or an import function for Quotewerks
Create a partnership with or API for quotewerks to be able to import or synchronize invoices and purchase orders from quotewerks to xero and visaversa.
1 voteAs this forum is for developer API functionality requests and yours relates to something that Quotewerks would need to build. We have an API that will facilitate this.
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4 votes
As this forum is for developer API functionality requests and yours relates to something that would need to happen in eWay I’m afraid we’ll have to decline this suggestion. Follow up with eWay as per their comment on this suggestion.
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allow use of the enter key to move through the fields when inputting data
Currently you have to tab across but when entering lots of numerical data it is much quicker to use enter on the number pad instead
2 votesAs 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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Add a payment gateway such as sagepay so that payments for invoices can be taken via Xero
It would be nice to beable to take a payment over the phone using a virtual terminal from within Xero.
Adding a take payment now button when an invoice is approved and adding a payment gateway such as sagepay for this would be very useful.
21 votesFor developers looking to integrate a payment system themselves (including SagePay) they can do so using this guide we have provided: http://developer.xero.com/documentation/api-guides/payment-services-integration-with-xero/
While providing an integration to SagePay as part of our payment services feature in Xero is not currently on the roadmap, you can raise and vote on a feature request for it in our Xero community: https://community.xero.com/business/topic/23/
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Automatic Reminder Notice - Overdue Invoice
Send an automatic reminder notice after, either, 7 days, 14 days, and/or 21 days once the invoice gets overdue. We should have the facility to choose number of reminder notices. Have the facility to generate reminder notice report.
We sent several invoices everyday and it is hard for us to remember to send a notice to clear their overdue payments
My client needed this system in xero and he was depressed when he heard that it's not yet developed in xero.
52 votesGood news! Work is almost complete for invoice reminders in Xero so look out for it in the app very soon.
I’m closing this particular suggestion as it seems to relate to Xero in general rather than the Xero API. General Xero suggestions are best placed here https://community.xero.com/business/discussion/50961/
If anyone voting for this issue has any API specific suggestions for invoice reminders then please feel free to post it as a new idea.
Regards,
Adam -
Add a cc and bcc option for when sending out invoices
Simple thing, just give option for copying/bcc'ing others, especially for clients who specify that you do this.
20 votesAs this is a main product feature request, everyone should direct their votes here: https://community.xero.com/business/discussion/95061/
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Make the due dates of bills available as a calendar feed
It would be great if I could hook up the due dates of the bills that I have added to Xero to my Google calendar. It would help me more easily keep track of when I have to pay my bills by. Doesn't have to have much detail in it. Maybe just the number of bills due on a date.
3 votesThis forum is for API features and I’m afraid this does not include features like this. The good news is that there is already a 3rd party application providing a connection between Xero and Google Calendar: https://zapier.com/zapbook/xero/google-calendar/2516/create-google-calendar-event-from-xero-invoice/
If you are keen to see this as a feature within Xero, you could make a request in our feature requests forum: https://community.xero.com/business/topic/23/
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Populate reference field on payable invoices
Would like the ability to set the reference field on payable invoices. This is available on sales invoices but not on payables
7 votesIf you set the InvoiceNumber when creating payable invoices via the API it will populate the Reference field in the Xero UI.
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A quote option would be good like MYOB has, as we do a lot of quotes that get chaged to invoices
A quote option would be good like MYOB has, as we do a lot of quotes that get chaged to invoices
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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looking up addresses in xero would be handy like MYOB as i currently keep having to login to MYOB to get customer info
looking up addresses in xero would be handy like MYOB as i currently keep having to login to MYOB to get customer info as we are contractors and are expected to know existing customers details
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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