734 results found

1. GST F5 API

   Ability to retrieve the Box1-13 information on GST F5 for Singapore audience.

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2. Business Central

   Microsoft Dynamics 365 Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Dynamics 365 Business Central is the new name for Microsoft Dynamics NAV 2018. Highly adaptable and rich with features, Business Central Dynamics enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Microsoft Dynamics 365 Business Central brings the full power of Microsoft Dynamics NAV to the cloud. As such, Business Central Microsoft has at its foundation a set of trusted, proven technologies that have served 160,000 customers and millions of users worldwide.

   https://www.nevastech.com/solutions/microsoft-dynamics-365/microsoft-dynamics-365-business-central/

   Microsoft Dynamics 365 Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Dynamics 365 Business Central is the new name for Microsoft Dynamics NAV 2018. Highly adaptable and rich with features, Business Central Dynamics enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Microsoft Dynamics 365 Business Central brings the full power of Microsoft Dynamics NAV to the cloud. As such, Business Central Microsoft has at its foundation a set of trusted, proven technologies that have served 160,000… more

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3. Populate the reference field on Journals API with bills reference fields

   For all bill journals retrieved through the GET Journals API, the reference field is blank. There is a reference field on bills. It would be great if they could be written to the journals table and exposed through the API

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4. Ledger for particular account shows corresponding Accounts

   Existing General ledger report gives understanding Summary/detailed Dr and Cr amounts but it does not tell you which Accounts are involved in transactions. Ability to create Summary Ledger for particular Account that shows correspondence with Accounts according recorded transactions. It is very useful to find mistakes if your allocations were wrong. For example, when you created bill and mistakenly choose wrong GST type or expense Account. Another good reason for monthly/quarterly reconciliation AR/AP. For example, creating AR ledger you will see aggregate or detailed amounts of Bank/Cash accounts, GST and Customer deposits. If you made mistake when you reconcile bank you see wrong corresponding Account. It will Save a lot of time for reconciliation's process.

   Existing General ledger report gives understanding Summary/detailed Dr and Cr amounts but it does not tell you which Accounts are involved in transactions. Ability to create Summary Ledger for particular Account that shows correspondence with Accounts according recorded transactions. It is very useful to find mistakes if your allocations were wrong. For example, when you created bill and mistakenly choose wrong GST type or expense Account. Another good reason for monthly/quarterly reconciliation AR/AP. For example, creating AR ledger you will see aggregate or detailed amounts of Bank/Cash accounts, GST and Customer deposits. If you made mistake when you reconcile bank… more

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5. return the lines array in the CreditNotes GET using WHERE query

   When using the CreditNote API. A get using the CreditNoteID returns the line array, but when you use a WHERE clause it does not return the lines array. Having said that, it seems to be intermittent.

   Yesterday I was able to do both these with the same ID:
   a) GET /CreditNotes/{id}
   b) GET /CreditNotes?Where=CreditNoteID={id}
   And they both returned the lines[] array.

   Today, only (a) works to return the lines[] array.

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6. Allow html formatting in Invoice Emails

   Allow the ability to include html in the Invoice email template so text can be made bold, italics, different sizes etc.

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   0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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7. Expose Conversion Date in Accounting APi

   We have a requirement to extract the Conversion Date of a company to work the total number of fiscal years with data, but it is not available through the API. Please expose it in the Organisation endpoint.

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8. User Activity

   I would like to be able to retrieve the User Activity but cannot see an API for this.

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9. Implement filters available from front end

   Incorporate the filters for outlet and revenue type and other available segmentations.

   Noted that Xero allows the user to configure accounts by 2 segmentations: seg1 and seg2.

   For example, trial balance filtered by seg1 and seg2.

   Alternatively, if the output can show information of seg1 ns seg2 for each transaction or account will also do.

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10. Invoice Webhook - Send payload for custom connections

    When the new authentication system goes live - the invoice webhook should send the invoice payload. This makes sense as the authentication system is 1:1, and it will reduce the amount of API calls.

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    0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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11. Send pdf invoice when invoice send is triggered by the API

    We have been trying this endpoint
    POST https://api.xero.com/api.xro/2.0/Invoices/aa682059-c8ec-44b9-bc7f-344c94e1ffae/Email

    It sends an email to the customer with a link to the invoice.

    Currently it is not possible to configure this so that it includes the pdf attachment. There is a check box option for this functionality if using the UI.

    I am just thinking of all those people that want their pdf invoices sent directly to their ReceiptBank accounts etc.

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12. batch payment

    An API to attach file for batch payment

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13. Update the UpdatedDateUtc value on an invoice when an invoice is sent or unsent via the Xero web interface

    Sadly this is a bug not a feature request ...

    We have found and verified that invoices that are sent via the Xero web UI do not update the UpdatedDateUtc value. In the case of synchronising to an external system this makes it difficult to keep the invoice status in sync (so we can avoid expensive API calls).

    Typical use case is:

    1. A lot of invoices are created - these sync to our local system.
    2. We track the latest modified date and store for future syncs.
    3. Invoices are sent from Xero - webhooks trigger for these.
    4. We then check with Xero for updates since our latest date and find none.

    Workarounds are possible, e.g. periodically scanning all invoices to detect this, using the webhook payload to inspect individual invoices, but these eat into API calls which is problematic when there is a large amount of invoice activity, e.g. at the start of the month.

    Details of this can be found here https://community.xero.com/developer/discussion/10165093/ we have

    Sadly this is a bug not a feature request ...

    We have found and verified that invoices that are sent via the Xero web UI do not update the UpdatedDateUtc value. In the case of synchronising to an external system this makes it difficult to keep the invoice status in sync (so we can avoid expensive API calls).

    Typical use case is:

    1. A lot of invoices are created - these sync to our local system.
    2. We track the latest modified date and store for future syncs.
    3. Invoices are sent from Xero - webhooks trigger for these.
    4. We then check with… more
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    2 comments  ·  Invoices  ·  Delete…  ·  Admin →
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14. CIS Fields on Contact via API

    There is currently no way to set or retrieve CIS fields via the api with the exception of:
    - CIS Enabled (GET ONLY)
    - CIS Value (GET ONLY)

    This request is to be able to GET POST AND PUT all contact CIS fields via the API including:
    - CIS Enabled
    - Registered CIS Name
    - CIS Rate
    - Organisation Type
    - Unique Taxpayer Reference
    - Subcontractor Verification Number
    - National Insurance Number
    - Customer Registration Number

    NOTE: Although Customer Registration Number is not under the CIS section, it IS mandatory if CIS Type is set to Limited Company so this needs to be included as part of this request.

    There is currently no way to set or retrieve CIS fields via the api with the exception of:
    - CIS Enabled (GET ONLY)
    - CIS Value (GET ONLY)

    This request is to be able to GET POST AND PUT all contact CIS fields via the API including:
    - CIS Enabled
    - Registered CIS Name
    - CIS Rate
    - Organisation Type
    - Unique Taxpayer Reference
    - Subcontractor Verification Number
    - National Insurance Number
    - Customer Registration Number

    NOTE: Although Customer Registration Number is not under the CIS section, it IS mandatory if CIS Type is set to Limited Company so this… more

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    0 comments  ·  Contacts  ·  Edit…  ·  Delete…  ·  Admin →
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15. Expose Paidto / Paid from field Prepayment and Overpayemt API

    I am working on Overpayments and Prepayments and when trying to fetch the Prepayments I am not able to get the 'Paid from' field in the API response (record image attached below).

    below is the response that i get from the previewer for the attached record
    {
    "Id": "8b72a53f-5525-42e9-a959-56321ccc4ee0",
    "Status": "OK",
    "ProviderName": "Xero API Previewer",
    "DateTimeUTC": "\/Date(1606125619612)\/",
    "Prepayments": [
    {
    "PrepaymentID": "d7de4e66-02c6-4032-a3e0-7837a13a0cdc",
    "ID": "d7de4e66-02c6-4032-a3e0-7837a13a0cdc",
    "CurrencyRate": 1.000000,
    "Type": "SPEND-PREPAYMENT",
    "RemainingCredit": 0.00,
    "Allocations": [
    {
    "Amount": 6559.30,
    "Date": "\/Date(1479168000000+0000)\/",
    "Invoice": {
    "InvoiceID": "03300666-fa19-457b-a7ed-cf683850fb94",
    "InvoiceNumber": "Inv.#. RG1620064",
    "Payments": [],
    "CreditNotes": [],
    "Prepayments": [],
    "Overpayments": [],
    "IsDiscounted": false,
    "HasErrors": false,
    "LineItems": []
    }
    }
    ],
    "Payments": [],
    "HasAttachments": false,
    "Attachments": [],
    "Contact": {
    "ContactID": "dfe72ef4-8515-4370-8f95-22bfce1a3c09",
    "AccountNumber": "AP103",
    "ContactStatus": "ACTIVE",
    "Name": "XYZ S.R.L.",
    "FirstName": "Tobias",
    "LastName": "BCDE",
    "EmailAddress": "abcd@mail.com",
    "BankAccountDetails": "Transfer from Alex Loan Account, € 1,986/-",
    "Addresses": [
    {
    "AddressType": "STREET",
    "City": "",
    "Region": "",
    "PostalCode": "",
    "Country": "",
    "AttentionTo": ""
    },
    {
    "AddressType": "POBOX",
    "City": "",
    "Region": "",
    "PostalCode": "",
    "Country": "Italy",
    "AttentionTo": ""
    }
    ],
    "Phones": [
    {
    "PhoneType": "DEFAULT",
    "PhoneNumber": "",
    "PhoneAreaCode": "",
    "PhoneCountryCode": "ITALY"
    },
    {
    "PhoneType": "DDI",
    "PhoneNumber": "",
    "PhoneAreaCode": "",
    "PhoneCountryCode": ""
    },
    {
    "PhoneType": "FAX",
    "PhoneNumber": "",
    "PhoneAreaCode": "",
    "PhoneCountryCode": ""
    },
    {
    "PhoneType": "MOBILE",
    "PhoneNumber": "",
    "PhoneAreaCode": "",
    "PhoneCountryCode": ""
    }
    ],
    "UpdatedDateUTC": "\/Date(1561705647420+0000)\/",
    "ContactGroups": [],
    "DefaultCurrency": "EUR",
    "BatchPayments": {
    "BankAccountNumber": "Transfer from Al Jabor Loan Account, € 1,986/-",
    "BankAccountName": "",
    "Details": "AJ7001716-€3489.62",
    "Code": "",
    "Reference": ""
    },
    "PaymentTerms": {
    "Sales": {
    "Day": 30,
    "Type": "DAYSAFTERBILLDATE"
    }
    },
    "ContactPersons": [],
    "HasValidationErrors": false
    },
    "DateString": "2016-11-13T00:00:00",
    "Date": "\/Date(1478995200000+0000)\/",
    "Status": "PAID",
    "LineAmountTypes": "Exclusive",
    "LineItems": [
    {
    "Description": "Maromas S.R.L. - Against Inv. No. B1620066 - €1,638.80 \n",
    "UnitAmount": 6559.30,
    "TaxType": "NONE",
    "TaxAmount": 0.00,
    "LineAmount": 6559.30,
    "AccountCode": "310",
    "Tracking": [],
    "Quantity": 1.0000,
    "ValidationErrors": []
    },
    {
    "Description": "ARABEA COFFEE 20 CAPSULES BOX",
    "Tracking": [],
    "LineItemID": "d8596b77-a586-41c9-ae0c-46292870c540",
    "ValidationErrors": []
    }
    ],
    "SubTotal": 6559.30,
    "TotalTax": 0.00,
    "Total": 6559.30,
    "UpdatedDateUTC": "\/Date(1489566366863+0000)\/",
    "CurrencyCode": "QAR"
    }
    ]
    }

    And I get the similar kind of issue for the Overpayments as well.

    How can i get the 'Paid from' for Prepayments and 'Paid into' for Overpayment in API response ?

    I am working on Overpayments and Prepayments and when trying to fetch the Prepayments I am not able to get the 'Paid from' field in the API response (record image attached below).

    below is the response that i get from the previewer for the attached record
    {
    "Id": "8b72a53f-5525-42e9-a959-56321ccc4ee0",
    "Status": "OK",
    "ProviderName": "Xero API Previewer",
    "DateTimeUTC": "\/Date(1606125619612)\/",
    "Prepayments": [
    {
    "PrepaymentID": "d7de4e66-02c6-4032-a3e0-7837a13a0cdc",
    "ID": "d7de4e66-02c6-4032-a3e0-7837a13a0cdc",
    "CurrencyRate": 1.000000,
    "Type": "SPEND-PREPAYMENT",
    "RemainingCredit": 0.00,
    "Allocations": [
    {
    "Amount": 6559.30,
    "Date": "\/Date(1479168000000+0000)\/",
    "Invoice": {
    "InvoiceID": "03300666-fa19-457b-a7ed-cf683850fb94",
    "InvoiceNumber": "Inv.#. RG1620064",
    "Payments": [],
    "CreditNotes": [],
    "Prepayments": [],
    "Overpayments": [],
    "IsDiscounted": false,
    "HasErrors": false,
    "LineItems": []
    }
    }… more

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16. Line Items in Xero should be populate with default values of Item Inventory

    When a line item is added to Xero invoice - it currently do not created with default values. It doesn't make sense to not default to Item Inventory defined in Xero.

    If this is a breaking change and break for other customer then a new field which will let us populate line items using default values.

    If not, we will need to sync Item inventory in our end before creating any invoices via API.

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17. Ebay Manged Payment Bank Feed

    Hi, eBay announced a new payment method called "eBay managed payment", not using PayPal anymore and basically eBay doing the same job with PayPal. Now, we need to define eBay as a new bank account and need to import transactions automatically.

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    0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
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18. Add Contact address information for Quates endpoint

    There is no contact address information in the quotes endpoint

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19. Auto invoice number and references

    If you leave the reference field blank on an ACCPAY invoice then the invoice number is automatically generated using the defaults INV-00381 etc. But if you give a reference 'August 2020 travel charges' and leave the invoice number blank then the API copies the reference and makes the invoice number 'August 2020 travel charges'. I want auto-generated invoice numbers but to be able to give an independent reference.

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    0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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20. Disable browser autocomplete on global search field

    Could the front-end devs please add an autocomplete=off attribute to Xero's main global search input field like so:

    <input type="text" id="queryInput" value="xe" autocomplete="off">

    The browser's native suggestion dropdown covers the Xero results, which is usually blocking the item you actually want to click on.

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    0 comments  ·  General Requests  ·  Delete…  ·  Admin →
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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    Thanks for reaching out but this suggestion is better directed to the core product team over at Xero Community https://community.xero.com/business/topic/23/

    UserVoice is for our public API and developer platform.

    Cheers