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Accounting API

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558 results found

  1. add contact to a group when creating a contact

    when you are adding a new contact, have the option available to add the contact directly into a "group"

    4 votes
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  2. email notification

    As a manager, I would like to receive an email notification when an employee submits a new expenses through Xero.

    4 votes
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  3. Bank Rules Ideas

    Hello, I have a couple of ideas...
    1. Add Alphabetical SORT feature in Bank Rules
    2. Duplicate an existing Bank Rule, slightly modify and choose a different bank account to add it too.
    Thank you
    Warm regards
    Christel

    4 votes
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    1 comment  ·  Banking  ·  Admin →
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  4. Approvals screen side by side view

    It would be useful if invoices appeared in side by side view On the approvals screen to allow for easy checking and adjustments to data pushed in from OCR providers.

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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  5. Manual Journals: Add Customer and Business unit to the API

    There is currently no wat to choose Customer or Business Unit on the line item in the Manual Journals, that I can see.

    I am using the c# api.

    4 votes
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    1 comment  ·  Journals  ·  Admin →
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  6. XERO for your Business

    We at Rayvat Accounting have expertise working on XERO accounting software. We are partners with XERO and service many Australian clients on XERO.

    Rayvat Accounting provides quality XERO bookkeeping services to its clients on Xero. We are advisors on Xero Platform.

    See my work: http://www.rayvataccounting.com/work-methodology/xero-for-your-business/

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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  7. Add label to the Url feature of Invoice and Bill

    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.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. contacts

    I'd like to see each contact have their own email AND phone number, plus a note section i.e accounts/ workshop

    Also, at the moment, the second contact must have an email - I'd like to be able to add a contact with as many or as little fields filled out e.g Sometimes all I need to add is another name with no email or phone number

    4 votes
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    1 comment  ·  Admin →
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  9. Contact's & Supplier's Transaction Report?

    How can I get Contact's and Supplier's Transactions Report like general ledger?

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  10. Add more precision for Items endpoint

    When getting an item from the /Items endpoint, even with unitdp set to 4, the TotalCostPool only provides 2 decimals of precision. Unfortunately I have plenty of items in my tracked inventory that have 4 decimal places of precision. This prevents me from getting the accurate average cost data.

    4 votes
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  11. Create an API for the Expenses by supplier report

    We would like xero to build an API to extract the report called "Expenses by supplier". Currently to extract spend by supplier we have to extract all payments and bills and build this back up ourselves.

    4 votes
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    0 comments  ·  New APIs  ·  Admin →
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  12. IncludeOnline for files API

    Currently there is no option to include the files to be sent in email to customer with object e.g. Invoice.

    Attachments API has an option includeonline to specify if we want to send the attachments in the email to the customer.

    Also there is an issue to include multiple files via the attachments API. I have added 2 files via the attachments API to invoice only one of them is showing as included online but other file need to be manually included via Xero GUI

    4 votes
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    0 comments  ·  Files API  ·  Admin →
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  13. unassign customer purchase while on an invoice

    I assign a purchase to a customer. I then go to invoices and add that purchase. at the end of the month my boss goes through the draft invoices and deletes some assigned purchases off the invoices. The deleted purchase stay under that customer which becomes annoying. right now I have to go to the purchase, edit it and unassign it. seems like a long process.
    from the dropbox above the description box in the invoice I would like to be able to have a choice to unassign customer, so that purchase no longer shows.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. User Login History

    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.

    4 votes
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  15. CreditNotes: Add GET filter by CreditNoteNumbers Similar to Invoices functionality

    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.

    4 votes
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  16. - [New Feature] Add feature inventory location and warehouse

    Add location and warehousing feature and also avail lot tracking facility

    4 votes
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  17. expose Cashflow Statement via the API

    Expose Cashflow statements via the API

    4 votes
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  18. Retrieve custom reports

    Can an API be created to retrieve custom reports outside the current scopes?

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  19. Add Is-Modified-Since optional parameter to GET LinkedTransactions

    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.

    4 votes
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  20. 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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