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Accounting API

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581 results found

  1. For UK registered business, it would be extremely helpful to expose the information for the upcoming VAT Amount and due date.

    3 votes

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  2. 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…

    3 votes

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  3. 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.

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  4. 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.

    3 votes

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    under review  ·  0 comments  ·  Journals  ·  Admin →
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  5. The "Paid from/into" field that is used to store the bank's name is not exposed in the Prepayment/Overpayment endpoints at this time.

    Because of which I'm not able to fetch the 'Paid from' for Prepayments and 'Paid into' for Overpayment in API response.

    If we will be able to fetch the "Paid from/into" field, then it will make our payments process quite easy because I'm working in Odoo and need to sync the overpayments and prepayments.

    3 votes

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  6. Ordering of line items should also be possible from create or update of invoice .Some field in LineItems in Invoice i.e sort order where can mention from 1 to 999 .... 2 lineitems with same sort order will be arranged alphabatically using their item code.
    It is an important to have feature as it effect invoice look

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  7. Currently the API only displays the contact balance in base currency and NOT the contact default currency.

    This makes it extremely difficult to confirm synchronisation drift between our systems through the current balance.

    Please include two currencies in the AR/AP contact balance object.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  8. Provide Service account for machine to machine authentication

    For process to run via machine to machine so user interaction is not required. Saving of token or refresh token is not required, prevent hacking due to unsecure tokens.

    Similar to Google using OAuth 2.0 for Server to Server Applications
    https://developers.google.com/identity/protocols/oauth2/service-account

    For WorkFlowMax and Xero APIs

    3 votes

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  9. Suggestion: Allow the overriding of the TaxAmount within the BankTransaction Endpoint. This currently works through the UI but not the API.

    Issue: Importing a 'Spend' BankTransaction using the API with an adjusted TaxAmount results in a Validation Error:
    [Message] => Tax amount 936.09 is incorrect for INPUT2 tax type, should be 187.22

    Works: Using the UI
    Doesn't Work: Using the API

    3 votes

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    1 comment  ·  Banking  ·  Admin →
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  10. There is a setting to set the reply email address, however sending an invoice via the api currently doesn't respect this setting, the emailed invoice will still have the user's email address even though the email settings specify a different email address

    3 votes

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    1 comment  ·  Admin →
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  11. For some integrations we want to only ever read from Xero. One great example is when we replicate a production Xero system into a test system. In those cases we NEVER want to write to production. Other cases are where clients only want data extracted from Xero.

    This seems a simple ask - just disallow PUT, POST, and DELETE, and allow only GET.

    Cheers,
    Daniel

    3 votes

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    1 comment  ·  Admin →
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  12. If the webhook listener goes offline, the webhook server will try to send the data with increasing delays up to 24 hours where it will stop.

    The issue is that if our listener crashes during an extended period of time, we might have to wait for an extra long period of time before it is retried.

    Adding a "Retry now" button would allow devs/admins to restore the webhook to their "OK" status much earlier (ie. as soon as the listener has been fixed).

    3 votes

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    planned  ·  2 comments  ·  Admin →
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  13. According to BankTransaction documentation found at https://developer.xero.com/documentation/api/banktransactions
    Reference is currently supported on Receive and Spend transactions.


    Reference Reference for the transaction. Only supported for SPEND and RECEIVE transactions.

    Is there a reason why this is not supported?

    When I create a BankTransaction through either Xero UI or API, reference is stored and shown on UI; however, it is not available through BankTransaction API.

    3 votes

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    3 comments  ·  Accounts  ·  Admin →
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  14. Hi there,

    Currently, there is no way to determine via the API if a payment has an attachment. We are able to retrieve any attachments via using the BankTransactions endpoint (using the payment ID).

    For completeness, we need to be able to have the HasAttachment attribute accessible when returning a list of payments - the only way to do this currently is to retrieve the BankStatements/ID/Attachments endpoint for EVERY single payment - which is a pretty big use of resources.

    Alternatively (a breaking change) - can we either be able to retrieve Payments via the BankTransactions end point. Adding "HasAttachments"…

    3 votes

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  15. Please add a label option so it does not show the label of the api. We use this to link invoices to bills and bills to invoices as they are related for our business.

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  16. It would be great if there were somewhere within each of the Bank Accounts where we could upload/scan and store Bank Statements within xero as auditors need to see these regardless of whether we say that the account is reconciled.

    3 votes

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    0 comments  ·  Banking  ·  Admin →
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  17. Hi I want to create on extra filed on Invoice and want to access that extra custom field should api and want to get and set that value of custom field using api.

    Waiting for your reply thank in advance.

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  18. This should be similar to the Modified After parameter for invoice requests. The UpdatedDateUTC field is available int the body of the file response and users would like the ability to filter on this.

    This is in lieu of webhooks notifying users of the file API of changes, which is a separate requested feature.

    3 votes

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  19. When an account has a zero balance and no transactions for the specified time period in the Bank Summary Report, it is excluded from the returned data.

    The request is to provide an optional parameter, 'includeZeroBalances' or the like, that includes these accounts and displays them in the report with zero balances.

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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  20. Just have the API produce the aging buckets like the report

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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