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Accounting API

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581 results found

  1. Provide the ability to merge contacts via the API.

    37 votes

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    4 comments  ·  Contacts  ·  Admin →
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  2. Right now, if we want to allocate multiple invoices to CreditNotes, the only possible way is to have an API call for individual Allocation.

    It would be very helpful if we could have a bulk Allocation API available. Where all the allocations can be made (One to Many or Many to Many) in a single API call.

    35 votes

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  3. I would like to get a contact's statement via API just like the case is for invoices.In the request, we provide contact name then the response is the statement of the contact.This will be a cool feature to have.

    35 votes

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    17 comments  ·  Contacts  ·  Admin →
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  4. Allow selection of email template from the API when emailing an invoice.

    POST https://api.xero.com/api.xro/2.0/Invoices/aa682059-c8ec-44b9-bc7f-344c94e1ffae/Email
    Body:
    {"Template": "3d4a46af-bb29-481a-85e1-37f59f0724d6"}

    34 votes

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    8 comments  ·  Invoices  ·  Admin →
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  5. If the Xero interface could be configured to display data from and interact with the apps third party developers are creating similar to the way Facebook applications work inside their platform

    34 votes

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    It is certainly a nice idea in a lot of ways, and Jesse’s use case example is good one.

    On the other side, allowing 3rd party applications plug into the core Xero application present some quite major security implications. The data we hold on behalf of our customers is considered highly sensitive by us and we ensure we have bank level security across all aspects of our application.

    Second to that, we are a design lead and focused company – we want our software to be really easy to use and remain simple and intuitive, so allowing 3rd parties to introduce interface elements into Xero would be something we would need to carefully plan for.

    With this in mind, it would be quite an onerous task for us to implement a secure framework that would allow 3rd party applications to interface within Xero, in a sensible way that does not…

  6. The idea is to traverse the checks object, and the transaction associated via API. In the end should be able to jump to associated transaction and download attachments too.

    32 votes

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    1 comment  ·  Admin →
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  7. Allow the count and or the list of unreconciled items in the bank feed to be exposed via the API

    31 votes

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    19 comments  ·  Banking  ·  Admin →
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  8. Now online invoice URL is available through the API, Please provide online credit note URL through the API.

    31 votes

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  9. It would be useful to have a total record count in the response when executing GET requests against the Xero Accounting API, especially in those instances where paging is being used.

    For example, a GET request for Invoices could return:
    {
    "Id": "xxx",
    "Status": "OK",
    "TotalRecords": 6721,
    "Invoices": [
    ....
    ]
    }

    The use case for this is if I have an application that wants to display invoices to the user (without data replicating into the app), I'd like to display those in a paginated list. But there's no way for the app to know how many pages of Xero…

    30 votes

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    1 comment  ·  Invoices  ·  Admin →
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  10. 30 votes

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  11. Please update your Reporting APIs w/ an option to get V2 [new] Balance Sheet and Profit & Loss including the default custom layout.

    It is extremely frustrating that the report that comes from the API often in no way resembles the report that the Xero end-user actually uses via the UI, to the point that they don't even recognize it. They invested a lot of time making a custom layout with groups, rules, etc and the result is a pretty fantastic presentation of their financials, but all that work just gets thrown out when a 3rd party application collects the…

    29 votes

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    3 comments  ·  Reports  ·  Admin →
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  12. Today, we use another system for writting checks and we need to add the check information to Xero.

    The API allows us to create an invoice for the check and then upload the invoice. However, the API does not allow us to associate a bank account and then check number with the payment of the invoice.

    I know that there is some reason that this the case. There could be an instance where a user tries to associate a previously used check number to the invoice payment. If Xero were to throw a blanket error (eg, "Some of the transactions…

    27 votes

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    1 comment  ·  Invoices  ·  Admin →
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  13. 27 votes

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    5 comments  ·  Reports  ·  Admin →
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  14. Please add the GL report to the API Reports list

    26 votes

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    2 comments  ·  Reports  ·  Admin →
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  15. This would allow us to locally sync purchase orders and reduce API usage and increase speed.

    25 votes

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    6 comments  ·  Accounts  ·  Admin →
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  16. Be able to get aged Receivables and Payables for all contacts via the API and not have to call them one at a time!!!!

    Surely this would be a massive help to your own API given I'm sure multiple people are just smashing the API by making call after call to get all the contacts out!!!

    24 votes

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  17. It is essential for our product to be able to filter Purchase Order by Contact, just like the Invoice end-point;
    Furthermore, having a symmetrical capabilities in "major" end points is a believe important to have - http://developer.xero.com/documentation/getting-started/http-requests-and-responses/#title3.

    23 votes

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  18. The only invoice reminder setting exposed via the API is whether reminders are enabled for the organisation.

    This request is to expose more invoice reminder settings (e.g. rules, templates). Please let us know in the comments which settings you'd like exposed and whether you'd like to update them as well as retrieve them.

    22 votes

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    16 comments  ·  Invoices  ·  Admin →
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  19. The invoices and contact webhooks have been active for over 2 years now, when will we see more webhooks?
    Credit notes, bills, payments, etc.

    21 votes

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  20. I have found an awesome tool by Quick Win Development (http://www.quickwindevelopment.com/) that allows us to extract data via the API straight into Excel.

    Because 80% plus of the reports I ever generate in Xero are exported directly to Excel, please can Xero build into the API the ability to replicate every report currently supplied by Xero, as a bare minimum seeing as though the Reports are diabolical compared to other accounting systems. Particularly for me the P&L by month for a start/end date period.

    Thanks
    Murray

    21 votes

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    1 comment  ·  Reports  ·  Admin →
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