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Accounting API

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580 results found

  1. Currently, it seems that you need to make a separate call to get <Attachments>. Being able to get this supplied on the standard invoices/bank transactions/manual journals/credit notes endpoints when page is given would help lower the number of API calls without much increasing the amount of data sent.

    2 votes

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  2. The only way of modifying the Expected Payment Date via the API right now is to remove every payment first, then update the date and reapply the payments. We have customers paying via installments (of up to 30 payments) and it would seem a lot more logical to allow changing the Expected Payment Date.

    The reason why the Expected Payment Date is important to us is that we use it for cashflow forecasting.

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  3. As a building business it would be nice to ascertain the costs of a specific build/client to ensure the company is on track with profit/loss per project.

    When I started out in Xero, and when all purchases were been entered in as drafts, when a certain reference was entered, such as the client name or job number, a running total was always displayed as to how much was spent on a particular build/client.

    Ironically once the purchases were approved and/or paid, upon typing the same specific reference, would no longer provide a tally or what was spent, to be paid…

    2 votes

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  4. 2 votes

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  5. A application that I am working with needs organizational details after connecting to xero, Most of the info we need is available, but several fields exist in the Organization that are not yet exposed via API

    Can we get APIs exposed for Description and Email Address?

    Also, logo might be nice too if possible.

    2 votes

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  6. I want to download published (customized) reports from xero using api and upload it to sharepoint.

    2 votes

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  7. 2 votes

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    0 comments  ·  Banking  ·  Admin →
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  8. Sagepay is one of the most popular payment gateways used in the UK, it would be a huge benefit to add sagepay as an invoice payment method option in xero.

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  9. Enable the ability to split payments on a bank rec coming through the API so we can reconcile merchant payments from two separate machines on 1 day. 1 invoice, 2 payments currently unable to split.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  10. I would like to have the ability to use the API to enter multiple transactions with the ability to commit or rollback, as appropriate - like you do with a database.

    2 votes

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  11. We make extensive use of the ContactNumber field for invoicing.
    Can Invoice listing show ContactNumber field next to contact name for each invoice to help with updating/locating drafts?
    Can ContactNumber be shown on contact listing instead of phone or email field for locating contacts?

    Original question - http://answers.xero.com/developer/question/23051/

    2 votes

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  12. UK VAT law requires that invoices present VAT amounts in Sterling, even when the invoice is in a separate currency. As a result, it's possible to have a Euro invoice with Sterling VAT amounts. (See VAT Guide 16.4 and 16.3.1). Obviously when charging the customer, these have to be converted to Euros and the total expressed in Euros, but the business owes VAT in Sterling, not Euros.

    Currently it's only possible to specify a single currency per invoice; now, if it were possible to stipulate the exchange rate to be used, that might make matters better, but in general we…

    2 votes

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  13. The ability to run AP transactions into high volume payment program (BACS/ CHAPS/ Cheque run etc) rather than paying invoices manually...and record result against AP transaction

    2 votes

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  14. Hi Xero team,

    When creating invoices, Xero automatically pre-fills the account number it thinks is appropriate. However, this suggested account is often incorrect, and because many account numbers look similar, it’s easy to miss the error and time-consuming to fix later.

    Suggestion: Option to Disable Automatic Account Number Pre-Fill on Invoices
    It would be very helpful if there were an option to disable automatic account number pre-filling, allowing users to select the correct account manually each time.
    This small change would reduce errors and make the invoicing process more accurate for users who prefer complete control over account selection.
    Thank…

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  15. Provide endpoint for BAS signing link

    1 vote

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  16. It would be useful when processing transfers, and when searching for specific transactions for corrections, if you could view say two different bank accounts side by side on the same tab.

    1 vote

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  17. Allow us to have our invoices from Xero "sent by the xero network" so they automatically load into draft bills.

    1 vote

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  18. Make API endpoints for Activity Statement, Payroll Activity Summary and BAS Advisor report.

    1 vote

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  19. In the organisations settings API, it does not send through the PAYGW period for Australian entities. In our app, the user currently has to manually choose this in our app, whereas it could be automatic if it was added to the API.

    1 vote

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  20. Some lines in the balance sheet report are the result of formulas e.g. Net Assets. The formulas are included in the Excel export but not the API response

    Include the formulas in the API response so that the same functionality can be replicated

    1 vote

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