Accounting API
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173 results found
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allow fine grained permissions
I'd like to be able to generate multiple API keys for myself, but be able to control the permissions for each of these keys.
For example:
I do some subcontracting to a company and do timesheets for them each month. I then invoice them each month with those timesheet numbers as each line item on the invoice. I'm currently modifying their timesheeting system (which I wrote anyway) so that it'll generate the invoice for me in Xero, it would be nice to be able to PUT an invoice but not allow anyone else in the company to do any GETs…64 votesYou can now set more fine grained permissions for your app using scopes in OAuth 2.0
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Add read-only access to accounting numbers for use in other systems
I have an internal system that handles all the other metrics for our business, but the financial data is missing.
We could either hand-enter the necessary data or build some sort of import functionality, but it would be best to query Xero directly so I can use that data in my internal system.
Thanks for listening!
93 votesIt is now possible to request read-only access for your app using scopes in OAuth 2.0 https://developer.xero.com/documentation/oauth2/scopes
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Allow posting to bank accounts via the API
All that is required is that the Invoice API be changed to allow posting to the bank accounts. Then it will serve as a general transaction import function.
12 votesWe have provided this via the BankTransactions endpoint, but missed closing out this issue at the time: http://developer.xero.com/documentation/api/banktransactions/
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add invoice templating system
similar to Xero for Office but online. There are many international users who will love to have invoices in their own language.
15 votesIn the December 2010 release of Xero, we added a feature for users to define custom branding themes using .docx invoice templates. These templates are used to generate PDFs of invoices and statements. These docx invoice templates can use any language you choose.
See http://blog.xero.com/2010/12/design-your-own-invoices/ for more informaiton.
The Xero API has since been enhanced to allow invoices to be created, referencing different branding themes. Once an invoice has been created, the PDF of the invoice can be downloaded via the API.
See http://developer.xero.com/api-overview/http-get/ and http://blog.xero.com/developer/api/invoices/ for more information.
Dan..
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Set up cost centres
I would really like to see cost centres being set up so that we can track the spending of various departments in common account codes such as Printing etc. I can;t move several clients over due to that and there' no reason to use workflow max or similar as it is just a costing system
3 votes -
11 votes
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Include contact id on GET /invoices
When retrieving invoices using the GET /invoices method the contact portion does not contain the Xero contact ID or contact Code therefore an additional series of GET /invoice/invoiceID method calls are required to establish the contact.
11 votesWe will return the ContactID in our next API update – a developer preview release will be available during the week of 7-11 Sept 09.
The ContactID is the recommended identifier to store in your system for a Xero contact. -
Fixed assets API
Provide an API for the fixed assets module.
128 votesWe’re pleased to announce that the Assets API has now been released: https://devblog.xero.com/assets-api-making-your-fixed-assets-restful-98f9eb42e2c5
Please give it a try and let us know if you have any feedback. This is only the beginning for the Assets API so please add new user voice requests if there are any specific features you’re still after,
The docs can be found here: https://developer.xero.com/documentation/assets-api/overview/
Cheers,
Adam -
Integrate with JavelinCRM
Javelin CRM is a create CRM tool www.javelincrm.co.uk
3 votesSee http://blog.xero.com/2009/04/javelin-crm-integrates-with-xero/ for more info.
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Service to calculate Tax on AR invoice
Would help to have a service call where an invoice can be sent with no tax details, and Xero calculates the tax and returns it - without saving it in the Xero org. This makes it easier for other applications to leverage our tax calculation engine and ensure consistency in the calculation used.
4 votesThis will included in our next API update – a developer preview release will be available during the week of 7-11 Sept 09
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be able to get customer balances via the API
for the purpose of knowing if a customer have overdue balances - so would need to return current balance and overdue amount.
158 votesYou can now retrieve the outstanding and overdue amounts for individual contacts. See http://developer.xero.com/documentation/api/contacts/ for more details on contact balances.
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add journals via the API
Add manual journals via the API - same functionality as the app
1 vote -
be able to get approved invoices in PDF format via the API
Be able to query Xero with an invoice number and get a PDF returned of the approved invoice
108 votesYou can now retrieve any invoices and credit notes in PDF format (all statuses) – see http://blog.xero.com/developer/api-overview/http-get/
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74 votes
It is now possible to add notes to many of our accounting resources including contacts.
https://developer.xero.com/documentation/api/history-and-notes#PUT
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update the updateddateutc when an invoice is modified
I noticed that the value UpdatedDateUTC for an invoice is never reset once it is put into Xero no matter what modification I did to an invoice such as add/delete a line item or add a reference at Xero. Thus the updated invoices can not be retrieved even though they did update after modifiedSince
27 votesWe added the updated timestamp primarily to see payments added to invoices. We have no way of getting the info you need at the moment. If you’re keen to see this implemented soon please vote for it
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fix the api documentation
how are we supposed to develop to the api interface if the docs are wrong or out of date
http://blog.xero.com/developer/api/get-apixro10invoice/
the xsd is invalid (according to my parser line 56 and 57 are back to front
the sample response can not be validated against the supplied xsd, ContactStatus, and InvoiceStatus are not in the xsd
i hate to moan, but it is really frustrating, and i am wasting a lot of time through trial and error to figure things out.
perhaps you could specify the values for ContactStatus and InvoiceStatus and what they mean
5 votesHi,
Thanks for pointing out the error in our XSD – we’ll get this sorted. Please let us know if you find anything else. The quickest way to get help with these sort of issues is to email network@xero.com else it might be a few days before we get to them here.
For sure we can provide more documentation for Contact Status and Invoice Status values. We’ll add some detailed notes on our API reference page shortly. The main statuses for contacts are ACTIVE & DELETED. All invoices entered via the API have an initial status of DRAFT
I’ve updated our documentation on Invoice and Contact Status values in more detail than the summary above.
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allow uploading of receipt (files) for expense claims
Ability to upload a copy of a receipt to accompany an expense claim. Could be a scanned image or photo (JPG) taken of the receipt with your mobile phone.
191 votesOur API release today contains the functionality to create receipts, including attaching a file.
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archive contacts via the API
Ability to archive a contact. The user should have a way in Xero to view archived contacts and restore them – this could just be another automatic contact group like customers and suppliers are which shows as a tab in contacts where they can view the archive list and restore the selected contacts. Archived contacts should not appear in any of their custom ‘contact groups’ but the links should not be removed so if they are restored they return to the original groups.
18 votesToday’s API release provides the ability to archive contacts via the API. http://developer.xero.com/documentation/api/v2-release-notes/#2.50
We still have some work to do on contacts, including allowing developers a way to see merged contacts: http://xero.uservoice.com/forums/5528-xero-core-api/suggestions/89557-when-contacts-are-merged-show-this-status-for-the
And also to merge contacts via the API: http://xero.uservoice.com/forums/5528-xero-core-api/suggestions/5885401-merge-contacts-via-the-apiPlease show your support on these requests if they are important to you.
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11 votes
This is now possible using the Contact Groups endpoint: https://community.xero.com/developer/discussion/6512619/
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when contacts are merged show this status for the API
When merging contacts the system seems to treat them as a delete so we can’t differentiate them from a full delete. Ideally they should show a status of merged and the ID of the contact they were merged with that way we could perform the same action in the CRM of merging the contacts history rather than deleting them.
313 votesHi everyone,
The MergeToContactID field is now available on the Contacts endpoint and shows the destination of a merged contact.
https://developer.xero.com/documentation/api/accounting/releasenotes/#15-oct-2021
Cheers,
Adam
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