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Accounting API

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545 results found

  1. GET Organisation: expose 'edition' field

    It would be useful for us (and I'm assuming others) if you were able to find out which edition (Starter, Standard etc) of Xero an organisation was configured as

    https://community.xero.com/developer/question/37641416

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  2. have a method to Download/Export BACS payment file in API

    have a method to Download/Export BACS payment file in API

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    0 comments  ·  Files API  ·  Admin →
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  3. how can i send purchase order to xero via api in c#?

    I am using XeroApi.dll, v1.1.0.33 SDK for OAuth and send Invoices to Xero with same SDK. But i can't find purchase order endpoint to create it.

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    1 comment  ·  New APIs  ·  Admin →
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  4. Can we have the old feature of the A-Z tabs at the top when searching for contacts?

    We used to have A-Z tabs on the top of the window to enable us to search for a contact. Could this feature be re-enabled as currently we cannot browse the contacts - we have to type in a name.

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    0 comments  ·  Contacts  ·  Admin →
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  5. When entering a bill, could there be an option included to repeat certain information on the next entry?

    This feature requests really applies to Bill entry. Is it possible to include a feature where there is an option to re-enter a new bill to the same supplier and where the date previously entered will automatically repeat? This would make data entry quite a bit quicker.

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    0 comments  ·  Invoices  ·  Admin →
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  6. Shortcut to PO's

    I would love to have as short cut straight to Purchase orders from the main dashboard. :-)

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  7. Make Purchase Order contacts work the same as Invoice contacts

    Keeping with continuity, make a purchase order contact the same as a contact via an invoice or credit note, meaning the Xero API automatically matches them to the Name field or adds them if it can't find them.

    Currently we must upload an address book and then link the contact using the ContactID or ContactNumber for Purchase Orders.

    Why have one way of doing something, then another for something else?

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  8. cash forecast

    I would like to be able to do a monthly cash flow projection. I would start with the cash flow from the past 12 months. I would present the average for each line item and give the forecaster the option to increase or decrease the figure for the coming 3 months. It would need some work to break out the revenue figure by account and to give a way to put in a projection for accounts or opportunities yet to be won by the sales team.

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  9. Cash Flow Forecast

    I would like to be able to do a monthly cash flow projection. I would start with the cash flow from the past 12 months. I would present the average for each line item and give the forecaster the option to increase or decrease the figure for the coming 3 months. It would need some work to break out the revenue figure by account and to give a way to put in a projection for accounts or opportunities yet to be won by the sales team.

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  10. SUGGESTION

    Services which are you guys are providing it's awesome , but the documentation which you have provided is not helpful at all . .. documentation should be user friendly and simple so that developers can easily integrate on their site .

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  11. add the ability to hide empty fields for clients

    When in the Client view, it would be helpful if you could opt to only show fields containing data.
    With the ability to enter a large variety of data fields, the page is quite long, however, for many clients a limited number of fields actually contain data.
    If the view could be minimised to only show the fields that actually contain data, the page would be shorter and easier to see the information at a glance without the need to scroll through the page.

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  12. 1 vote
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  13. incorporate LawPay into your payment services options

    Many lawyers cannot use just any Merchant Services provider, but Law Pay provides the necessary features for firms. It would be great if you could partner with them as Clio does.

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    0 comments  ·  Invoices  ·  Admin →
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  14. Online ERP Software

    Gain ERP offers enterprise class Accounting, Billing, Inventory and SaaS model services for the SMB market. The team leverages open source technologies and Google Cloud Technologies to lower project costs and strengthen the customers business.

    https://www.gainerp.com

    1 vote
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    1 comment  ·  Accounts  ·  Admin →
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  15. include the Group ID field in the Clients API method for Xero Practice Manager

    This is more for the WorkflowMax/Practice Manager API but as I can't seem to find a community site for that product I'm posting here. It seems like an oversight to not include the group ID. Can this be added please.

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  16. include BARCODE field in Item

    hi guys,

    if a BARCODE field was present in the item it would enable using a barcode scanner when pick and packing the Xero order/invocie.

    Also, most items / products these days have a unique standard barcode and this would enable greater integration between Xero and EDI (Electronic Integration between suppliers )

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  17. 1 vote
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  18. Trial Balance Report - Add Parameter to specify sort order

    At the moment the Trial Balance report via the API can only be sorted by Account Name. I would like to see a new parameter to allow us to specify the sort order for the report, e.g. by Account Name or Account Code. These are the same options available in the Xero UI.

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    0 comments  ·  Reports  ·  Admin →
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  19. put "add credit note" on the "New" (+) drop-down menu

    The layout of the menus doesn't always seem aligned with the tasks I perform most often: "Add Credit Note" is something I use regularly. Why is the link for this action hidden so?

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  20. Add voting to answers to questions in Xero Community

    The best Q&A technical sites I use have voting on answers so the most popular answer bubbles to the top. Means it is value based rather than just a history or replies.

    See:
    http://stackoverflow.com/questions/1328025/jquery-ui-datepicker-change-date-format

    Compare to:
    https://community.xero.com/developer/discussion/3032022/

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