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Accounting API

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582 results found

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

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    0 comments  ·  Invoices  ·  Admin →
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  2. Make API endpoints for Activity Statement, Payroll Activity Summary and BAS Advisor report.

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  3. 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.

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  4. 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

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  5. The current Clients get list end point has as a parameter to bring the last records have been modified. The new paginated clients, cannot be filtered by the same parameter. So I cannot bring only the records that have been modified

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  6. As a user of the API, I want to be able to update the status of an invoice without sending all of the line items along in the payload.

    Currently, if I'm updating an invoice's status via the API I need to explicitly send the line items along with the request. If I do not send the line items, Xero deletes and recreates all of the line items even though they're not pertinent to the action (not updating line items, amounts, etc.).

    This causes particular issues with inventory decimal precision. Every request needs to send the unitdp if you want…

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  7. Currently, the Journals API returns multiple lines due to Xero's audit trail and change tracking, which is understandable for compliance purposes. However, it would be incredibly helpful if there were a way to programmatically identify and retrieve only the latest active version of a journal entry. This would streamline integrations and reduce the need for additional filtering logic on the client side. A flag or endpoint for "latest active journal" would be a great enhancement!

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    0 comments  ·  Journals  ·  Admin →
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  8. Currently you cannot update an Invoices DueDate or PlannedPaymentDate via the API if there are payments or credit notes allocated to it. This is problematic especially for invoices (such as business rates) that get paid in (monthly) installments.

    If the DueDate or PlannedPaymentDate has passed then these invoices do not show up in the Short-term CashFlow view.

    I can update the Planned Payment Date through the UI (and I can update the DueDate through the UI as well) regardless of if the invoice has a credit or payment against it, so why doesn't the API provide the same validation as…

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  9. Working for an organization currently migrating from MYOB to Xero - their decision.

    Replicating existing custom application is problematic due to apparent glaring deficiencies in the Xero API compared to MYOB, despite Xero's age advantage.

    An example is MYOB's Account Activity Summary End-Point - called AccountRegister - which lists activity by account by month.

    This end-point allows for a fast and simple process to compare Budget values to Actual values, without being forced to trawl through all the transactions, and all of the issues that can cause that to be incorrect.

    It seems inconceivable that such a basic end-point is…

    1 vote

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  10. Allow Client Custom fields to be retrieved with the GET Client API instead of requiring a separate call for each client. In addition to the detailed=true parameter, another parameter like customfields=true to bring all the values into a separate field as a json that can be unpacked.

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  11. I'd like to build an automation to enter various comments (of my choosing) in the discuss tab in Xero depending upon what the AI finds in the transaction. The current APIs don't allow for comments to be entered in the discuss tab in Xero.

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  12. With the introduction of the MANDATORY OPTIMISED FILTERS, some Xero customers that raise many ManualJournals can no longer access them via the API because the DATE field is not included as an optimised filter.

    It's imperitive to be able to filter all transactions by date.

    As such, all endpoints should have DATE field optimised.

    This ensures we can do things like the follow snippet to pull a single month of data without it putting strain on the xero servers.

    ?where=(date >= DateTime(2025,02,01) and Date <= DateTime(2025,02,28))&page=1

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  13. I’m currently working with the Quotes endpoint (https://api.xero.com/api.xro/2.0/Quotes) and need to retrieve multiple quotes by their QuoteNumber.
    Could you confirm if there is a way to fetch multiple quotes in a single request filtered by QuoteNumber?
    Alternatively, would it be possible to support the where filter with OR conditions for multiple QuoteNumber values in future updates?

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  14. Hi,

    I saw that there is a way to get an online invoice url via the api. (ref: https://developer.xero.com/documentation/api/accounting/invoices#retrieving-the-online-invoice-url)

    We hope to have the same way to easily get a shareable Prepayment URL via API for customers to view as well.

    1 vote

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  15. Once invoice is paid, invoice line item tracking category may be updated in Xero system, but can't make it work via API. I keep getting "This document cannot be edited as it has a payment or credit note allocated to it." error instead.

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  16. The data pulled from Brex in the reconciliation dashboard is not sufficient to reconcile Departments & Locations. Can you add these fields in your API so they are pulled from Brex and included in the Description field? The description field currently lists the vendor again (which is redundant) but it does not list other important fields, such as comments, departments or locations. Can you add these fields in your API interface/pull

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  18. So we collect a lot of prepayments in our work, and those require a customized branding theme to act as a receipt as they are unlike the regular invoice payments.

    Hopefully in future, there will be a way to apply a branding theme to a specific PrepaymentID via the API too.

    Thanks!

    1 vote

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  19. The provision is to save the invoice as a "Bill to Pay" and associate the invoice reference(Custom If Possible) with the bill to pay, including the PDF of the linked invoice via API.

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    1 comment  ·  Invoices  ·  Admin →
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  20. The Xero API supports creating and getting Bank Transfers through the API

    It would be nice to have the ability to update and delete Bank Transfers through the API

    Original Post: https://github.com/XeroAPI/xero-python/issues/167

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    0 comments  ·  Accounts  ·  Admin →
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