Accounting API
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174 results found
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allow fine grained permissions
I'd like to be able to generate multiple API keys for myself, but be able to control the permissions for each of these keys.
For example:
I do some subcontracting to a company and do timesheets for them each month. I then invoice them each month with those timesheet numbers as each line item on the invoice. I'm currently modifying their timesheeting system (which I wrote anyway) so that it'll generate the invoice for me in Xero, it would be nice to be able to PUT an invoice but not allow anyone else in the company to do any GETs…64 votesYou can now set more fine grained permissions for your app using scopes in OAuth 2.0
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56 votes
This suggestion is well overdue for an update!
Support for updating the chart of the accounts was released back on the 4th of May.
We also have the Setup endpoint for the bulk creation of chart of accounts. See the conversions guide for more details on that http://developer.xero.com/documentation/api-guides/conversions/.
The only outstanding functionality is to be able to update bank accounts. I’ve created another post to track demand for that specific feature:
https://xero.uservoice.com/forums/5528-xero-core-api/suggestions/9679785-update-bank-accounts -
Accept fractions of a cent in UnitAmount
The majority of our invoices are for many hundred thousands of units, each of which cost something like USD$0.00015.
The API currently rounds this LineAmount to 0.00 then complains that my total doesn't equal the sum of the lines.
56 votesWhoops, apologies folks – we have released a feature that supports 4 decimal places on UnitAmounts:
http://developer.xero.com/documentation/advanced-docs/rounding-in-xero/#title2Apologies for being slow to update this thread.
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be able to get Bank Account balances via the API
Would be awesome to be able to GET /accounts or /bank_accounts and grab a listing of all our bank accounts and their associated balances!
56 votesWe have exposed a number of reports via the Xero API. One of which is the BankSummary report, which shows the opening and closing balances for a specified date range. This can be used to get the current balance of a bank account.
See http://blog.xero.com/developer/api/Reports/#BankSummary for more information.
Dan..
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Update payments to allow Get and Post via the API
Have the ability get get payments via the PaymentID and also create payments via POST
53 votesWe are glad to announce the API now supports deleting payments and we can mark this issue as closed. For details on the Payments endpoint, please see our documentation: http://developer.xero.com/documentation/api/payments/
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Reports By Tracking Categories
Retrieve reports such as P&L, trial balance & budget by tracking category.
Our customers have requested for the ability to import their tracking categories from Xero into our program for reporting purposes. Any idea when the API will support this?
(edited by Xero staff for clarity)
53 votesThanks for your votes everyone. We have released the ability to retrieve the P&L and balance sheet reports by tracking today: http://blog.xero.com/developer/v2-release-notes/
While budgets by budget (tracking) is available within the main Xero application, we were unable to fit that into this release – we have a new uservoice request thread if you still want to see this feature (http://xero.uservoice.com/forums/5528-xero-api/suggestions/3267328-budget-summary-report-by-budget) but we hope most of you will find the above sufficient.
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allow Invoices to show line items
Currently you can only retrieve line items by specifying a single invoice. Please make the functionality similar to the journals and allow the data to be paged using an offset of some sort.
50 votesOur most recent release provides the ability to specify an optional paging parameter – this in turn allows you to retrieve line items in bulk: http://developer.xero.com/documentation/api/invoices/#title10
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Payment Terms: expose organisation and contact default due dates
Expose the organisation and contact default due dates on GET Organisation and GET Contact respectively. Xero now supports setting default due dates on an organisation wide or per contact basis.
48 votesYou can now retrieve the default payment terms for an organisation and also for a specific contact. See http://developer.xero.com/documentation/api/organisation/ and http://developer.xero.com/documentation/api/contacts/
Support for updating these via the API will come in a later release – please vote on this other request – http://xero.uservoice.com/forums/5528-xero-api/suggestions/4376082-set-payment-terms-via-the-api
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provide some PHP code samples for using the Xero API
With OAuth of course!
47 votesAll our code samples are located here: http://developer.xero.com/getting-started/code/
This is not the best place to get answers on questions about PHP code and the API. Please ask your questions in our Developer Community: https://community.xero.com/developer/topic/16971/
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different templates for quotes and Invoices
Usually my quotes and Tax invoices have different information. In the quotes is always useful to include some basic terms. In the Tax invoice only payment info.
Every time I need to send a quote I need to change the invoice settings which is time consuming.
47 votesWe’ve supported branding themes via the API for a while now – please raise a new request if there is a specific issue with how this works.
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Allow Batch Deposits through the API
I would like to create batch deposits though the API. These show up as Payments:multiple in the account transactions. Currently the API even strips out BankTransactions when you try to view one of these via the BankTransactionID.
46 votesSorry for the late update here, but happy to announce that batch payment and deposit API functionality was released last year.
Find all the details in the docs https://developer.xero.com/documentation/api/batch-payments
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Allow access to POST/GET Bank Transfers through the API
According to the http://blog.xero.com/developer/api/BankTransactions/ page, "This endpoint does not return payments applied to invoices or transfers between bank accounts".
While there is a separate API for payments to invoices, one doesn't exist for Bank Transfers. Please can it be added?
46 votes -
allow itemcodes on AR invoices added via API
Be able to specify item codes on line items on AR invoices generated via the API.
45 votes -
Allow access to bank transactions through an API
Currently it is impossible to automatically check if transactions occurred as they should. It would be nice if there was an API that allowed transactions to be read so this checking can occur.
44 votesApologies for not marking this one complete sooner. You can use the BankStatement endpoint as part of our Reporting API’s to check imported bank statement lines – http://developer.xero.com/api/reports/#BankStatement
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delete invoices via the API
be able to delete draft invoices via the API
43 votesYou can now delete draft invoices and void any approved invoices that don’t have any payments added to it, using the Xero API. Same applies for credit notes.
See the release notes for more information: http://developer.xero.com/v2-release-notes/
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Provide an API to revoke the Add-on Authentication
It would be good to be able to permanently remove the add-on authentication access from the Xero ledger to clean things up when a user deletes an account.
43 votesHi everyone,
You can now revoke your your access tokens by making a POST request to the revocation endpoint.
Check out the details in the docs:
https://developer.xero.com/documentation/oauth2/auth-flow#revokeCheers,
Adam -
Paging Feature for BankTransactions
Expanding the paging feature (currently only available for Contacts, Journals and Invoices) to other endpoints in particular BankTransactions would create huge functionality and alleviate the API call limits.
43 votesWe are please to confirm that the BankTransactions endpoint now supports paging: http://developer.xero.com/documentation/api/BankTransactions/#Paging
Work is underway to provide paging on the manual journals endpoint in the near future.
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Add ACN to the Contacts API Response
When using the AU Xero there is a field for ACN which is great.... except that it's not in the API Response for contacts. If that could be added it would be awesome. Thank you
40 votesHi all,
You can now retrieve the ACN as the CompanyNumber field on the Contacts endpoint.
https://developer.xero.com/documentation/api/accounting/releasenotes#15-oct-2021
Regards,
Adam -
add Receive Money transactions via the API
We commonly expect to receive cash from within our organisation; ie: depositing a float, or cash takings from a sale. Rather than invoice ourselves, a simple Receive Money transaction would track and account for this nicely.
39 votesThis is now live – see http://blog.xero.com/developer/api/banktransactions/
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38 votes
The ExpectedPaymentDate and PlannedPaymentDate can now be retrieved when fetching individual invoices via the API – see http://developer.xero.com/documentation/api/invoices/
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