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Accounting API

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  1. 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...

    2 votes

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  2. 2 votes

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    0 comments  ·  Reports  ·  Admin →
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  3. Hi - I've been looking at reconciling via the API for a client and it seems that functionality hasn't been put into the API which is a shame.

    My client has found "software robots" which can do this via scripting. Kind of like taking Software Automation software and running it for production purposes.

    Products like these...
    https://growbydesign.kartra.com/page/roboworkforce
    https://www.youtube.com/watch?v=fjdLAqgwMKA

    I've got my own thoughts but I'd like to get an understanding what Xero's stance is with products like this and any pro's and cons....

    Many thanks for any and all input.

    Thanks
    Pat

    2 votes

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  4. Hi Team,
    Can you please provide an API to get Login History of all users.

    The data is already available in Xero's Dashboard but there is no API associated for the same.

    It will help us to track our users in more better way.

    2 votes

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  5. SIE is a universal data format to exchange accounting information between different systems.

    Our auditor prefer having a SIE4 file, which he would import into his own system, to do the final revision and making necessary documentation for the government. W/o this file he has to tap in the data manually, which takes more time and cost us more money.

    We would like to add the SIE file format as an alternative for export.

    For mor information
    https://en.wikipedia.org/wiki/SIE_(file_format)

    2 votes

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  6. I'm looking to filter the Linked Transactions returned by the GET. It looks like this was planned feature in the September 11, 2015 release notes and many other end points support Is-Modified-Since.

    2 votes

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  7. It would be extremely useful to us, if the Income By Contact report were to be requestable through the API.

    2 votes

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  8. Expose Cashflow statements via the API

    2 votes

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  9. Please add quotes to the API Previewer so we can test our queries easily.

    2 votes

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    0 comments  ·  Quotes  ·  Admin →
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  10. The API guidelines state that you can only send a batch payment in the currency of your account. E.g. if your account is in GBP, then Batch Payments can only be in GBP, even if you have a multi-currency account like we do.

    We'd like to propose allowing Batch Payments if the transaction currency and the bank account currency are the same.

    E.g. You have a home currency of GBP, but you can create batch in USD, if the bank account is in USD, and the invoices being paid are also in USD.

    Just a suggestion.

    2 votes

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  11. So, I have an invoice with its payment but it's set as unreconciled I'd like to update that payment and set it to reconciled but i get the error: "Message": "Payments against invoices or credit notes cannot be updated."
    Is there anyway i can reconcile this invoice and payment via API?

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  12. Add location and warehousing feature and also avail lot tracking facility

    2 votes

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  13. GET https://.../Invoices?order=UpdatedDateUTC%20DESC&page=2

    OR

    GET https://.../Invoices?order=UpdatedDateUTC%20DESC&id=12345

    Either way both return 100 results either starting at page 2 or at object with id 12345

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  14. Invoices has a filter of InvoiceNumbers. But this functionality is missing from Credit Notes even though Credit Notes are basically a negitive invoice. We need to be able to query for the status and existence of Credit Notes but keep hitting our API rate limit. We are using an WHERE OR statement but it's slow and we cannot check more than a few credit notes at a time.

    2 votes

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  15. Expose an isDeleted flag or something similar when pulling down Journal Line entries.

    2 votes

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    0 comments  ·  Journals  ·  Admin →
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  16. Provide support to mutate the batch payment fields on a contact through the API. They are currently read only - https://community.xero.com/developer/discussion/77542892

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  17. Looking to export User Login History - either from a practice point or from the Xero Organisation point - you can find this information in Settings > Users > Login History, but I can't find a way to export via API.

    2 votes

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  18. Add "PercentCompleted", "TotalEstimate" and "InvoicedPreviously" in Fields you can insert into a custom template so that invoices generated from Projects so the customer can see how far they are along the job and each task is toward completion.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  19. With Microservices now being all the rage, applications consuming Xero APIs need to be able to deal with their availability/non-availability. A "health-check" similar to the Java Microprofile Health service (see https://github.com/eclipse/microprofile-health) would support to enabling/disablng functionality related to Xero APIs based on the result these "health-checks". As a result user interfaces could enable or suppress functionality that requires the use of Xero APIs depending on these health-checks.

    2 votes

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  20. When you associate a line item with a task, it is then an expense on that task. It would be useful to be able to query the task to retrieve information about the expenses.
    You will then be able to get an end to end of bill coming in to invoice going out charging for that bill.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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