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Accounting API

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581 results found

  1. It would be great to support compression e.g. gzip for API response payloads. Currently including the Accept-Encoding header within requests does not result in any resource size reduction.

    13 votes

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  2. On XERO online portal, when we add a payment we can send a receipt to customers email. Similar way can we have this feature via api. Either by posting receipt on payment acceptance or download receipt pdf of payment. This is something must have feature.

    13 votes

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    2 comments  ·  Invoices  ·  Admin →
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  3. Currently, you can' t get Journals based on posting date (the Date field in Journal). It should be supported as it is more relevant than the if-modified-since filter. In general, the Journal API should support the where clause.

    13 votes

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  4. The CreditNote object has no URL field, unlike the Invoice object.

    I suggest one is added which is clickable on browsing to the page for that credit note.

    13 votes

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  5. Xero now has an integrated Workpapers application (http://www.xero.com/workpapers). This is a placeholder to track requests and potential use cases so we can evaluate development of this feature.

    13 votes

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  6. 12 votes

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    1 comment  ·  Quotes  ·  Admin →
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  7. Currently, if I try and send a Bank Transfer through the APIs between 2 accounts with different currencies, I get an error response with the message:

    "Multi currency Bank Transfers are not currently supported"

    There is a field for the "CurrencyRate" in the documentation for GET, however, setting this for a PUT call, results in the same error message.

    It's possible to do this through the UI as a user, it should also be possible to do this through the APIs.

    12 votes

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    2 comments  ·  Banking  ·  Admin →
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  8. I would like to see how much has been calculated to 'pay to customs' for the current period. The same value seen in the current VAT report.

    12 votes

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    2 comments  ·  Reports  ·  Admin →
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  9. Many thanks for adding Invoice/Contact webhooks. We'd love to get inventory items to be the next cab off the rank.

    Syncing stock for tracked items is what we're trying to achieve. So if we could be told when inventory items have changed, specifically in terms of QuantityOnHand.

    12 votes

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  10. I need to get all those Journals which involves a Bank account. (i.e. one of its JournalLines has an account of type Bank).

    Note that If I get all journals using Journal API, it is very time consuming. I hope to use the Journal API in such a way so that it only returns those Journal which involve a bank.

    12 votes

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    1 comment  ·  Journals  ·  Admin →
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  11. Currently the field 'BrandingTheme' is only returned on a GET request. We would like to have this field customizable, so we can change the theme used based on info in our CRM

    12 votes

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    5 comments  ·  Contacts  ·  Admin →
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  12. I would like to export PDF reports via the API to email to management monthly via a 1 click process. I cannot built this presently without converting the report data to PDF format myself.

    12 votes

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    1 comment  ·  Reports  ·  Admin →
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  13. Because we currently extract accounts through reports, we don't get the internal unique identifier and have to match on number and name. If the user re-names or re-numbers an account in Xero (and this is likely to happen to other entities) we lose the connection to the account stored in our system and the user potentially loses data.

    12 votes

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    1 comment  ·  Reports  ·  Admin →
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  14. 12 votes

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  15. Names containing accented characters, eg: Nuñez, are rejected when uploading a new Contact.

    12 votes

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    1 comment  ·  Contacts  ·  Admin →
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  16. We create invoices in Xero using Custom Connector for a number of customers, depending on customer requirements after creating the invoice we either trigger the email of the invoice (as per https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice) or bring a copy of the invoice PDF back to the customers other system for sending from there.

    Now that e-Invoicing has been introduced in NZ our customers want to start sending invoices as eInvoices but this can't be achieved via the API currently.

    11 votes

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    3 comments  ·  Invoices  ·  Admin →
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  17. It's great that we can create and delete repeating invoices via the API, but we also need the ability to update them, especially options such as ApprovedForSending, Next Invoice Date, and Due Date.

    11 votes

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    4 comments  ·  Invoices  ·  Admin →
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  18. At the moment, contact bank details fields need to be updated through the front-end UI, only the BSB and Account number can be updated via API. Just wondering if Xero can add all fields to the Update contact details API function?

    "BatchPayments": {
    "BankAccountNumber": "0000007",
    "BankAccountName": "XXXXX",
    "Details": "SQUAD",
    "Code": "",
    "Reference": ""
    }

    11 votes

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    1 comment  ·  Contacts  ·  Admin →
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  19. Please allow me to list, get, post, and delete bank rules in the API. We manage several Organizations and we're copying around these rules by hand right now. It's annoying, expensive, and prone to mistakes. I'd LOVE to just write a script to do it.

    11 votes

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  20. Since overriding of line item's tax amount is possible in Invoices endpoint, same capability should also be possible in BankTransactions endpoint.

    11 votes

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