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Accounting API

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578 results found

  1. Search option for credit card or bank transactions

    Enable a search option to go through transactions on credit card that have not yet been entered

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    0 comments  ·  Banking  ·  Admin →
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  2. Allow bulk retrieval of all outstanding balances by grouped contact

    Currently we can get the amount owing by querying individual contacts. However, given the API limits this becomes impossible to do on a daily basis for reporting once a reasonable number of customers is being queried.

    While it's possible it's better to do it in a web-hook-update kind of way when new information comes into Xero and is pushed externally, it would make more sense to me to have an endpoint that simply allows a contact summary to be obtained in a single API call which could have simple aggregates, like amount owing, shown.

    1 vote
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    1 comment  ·  Accounts  ·  Admin →
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  3. Add some extra data to web hook events

    Specifically for Invoices, some items like 'status' would help the code responding to the webhook to decide what to do - otherwise for every web hook event we need to access Xero to get the invoice - that's a lot of data when all I need is the status.

    There may be a case for some other fields to be included.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Allow more than one contact with the same name so API does not overwrite existing data incorrectly.

    We have had several 'David Smiths' buy from us via our website. As the API feed sends the data to Xero - Xero looks for a 'David Smith' and then automatically overwrites existing address and phone number etc with the new info.

    The result is data that is totally incorrect. Furthermore I recently sent a product to the wrong client which was costly and embarrassing.

    The simple solution is for Xero to have a 2nd and 3rd 'identifier' i.e. email address, post code. For example:

    If the name + the email address and/or the postcode are a match then =…

    1 vote
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    0 comments  ·  Contacts  ·  Admin →
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  5. Offer the Account Transactions report as an ODBC table

    I would like to be able to select a table in the ODBC connection that is the same as the Account Transactions report. This allows me to create financial statements and analysis based upon the full 'general ledger' of a company's transactions data set.

    1 vote
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    0 comments  ·  New Endpoints / APIs  ·  Admin →
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  6. Make it possible to run a report featuring all account codes including those with zero balcance

    When one is running a Cash Summary or Profit & Loss, why not make it possible to view & export the report featuring all active account codes?

    This would save a lot of time formatting excel sheets if the rows lined up every time. And it seems like a simple fix, just add the checkbox:

    "Run report featuring zero balance active accounts"

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  7. Default Tracking option for line items

    Hi, the Xero api offers creation of Tracking options against line items but is missing a way to add Default Tracking option for line item so that the generated line item will have this option as preselected. Currently we have to ask our customers to go and set the proper tracking option themselves. Maybe if we can have an endpoint to associate a certain option as default for the line item that would be great and save our clients the work to assign it manually.

    1 vote
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  8. Add Contact address information for Quates endpoint

    There is no contact address information in the quotes endpoint

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    0 comments  ·  Quotes  ·  Admin →
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  9. Quotes with lineAmountTypes=inclusive returning wrong unitAmount

    Unlike invoices, if lineAmountTypes='INCLUSIVE', quotes return the items with unitAmount having the tax deducted.
    Example (invoice):
    1. Invoice created with lineAmountTypes=Inclusive with 1 item with unitAmount=100, quantity=1.
    2. GET invoice returns the invoice with the item. unitAmount field is correctly showing 100

    Example (quote):
    1. A Quote is created with lineAmountTypes=INCLUSIVE with 1 item of unitAmount=100, quantity=1.
    2. GET quote returns the quote with the item's unitAmount=86.96 (86.96+15% GST = 100) which is wrong.

    1 vote
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    1 comment  ·  Quotes  ·  Admin →
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  10. 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": []
    }
    }…

    1 vote
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  11. 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…
    1 vote
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    2 comments  ·  Invoices  ·  Admin →
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  12. batch payment

    An API to attach file for batch payment

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  13. 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.

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  14. 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.

    1 vote
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  15. User Activity

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

    1 vote
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  16. 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.

    1 vote
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  17. 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.

    1 vote
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  18. 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.

    1 vote
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    0 comments  ·  Credit notes  ·  Admin →
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  19. 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…

    1 vote
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  20. 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…

    1 vote
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