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Accounting API

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580 results found

  1. 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.

    34 votes
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    4 comments  ·  Invoices  ·  Admin →
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  2. 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.

    33 votes
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  3. Currently only way to add a Branding Theme to an invoice via API is by specifying the BrandingThemeID parameter.
    This is rather impractical as BrandingThemeID has to be unique across all of Xero, so if you hardcode the ID for your real Xero organization, when you go to try something with your demo organization, this will fail as ID is not the same, even if the name is.

    On the other had Xero already forces you to have unique names for your branding themes, but these are supposedly only unique within your organization, so you could have a Branding Theme…

    31 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. 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.

    31 votes
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    1 comment  ·  Reports  ·  Admin →
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  5. 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.

    31 votes
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    1 comment  ·  Reports  ·  Admin →
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  6. 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.

    30 votes
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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.

    30 votes
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    2 comments  ·  Banking  ·  Admin →
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  8. Add support for the inventory adjustments in the API.

    Currently you can effectively perform inventory adjustments via the API using invoices. See the tracked inventory guide for more info: http://developer.xero.com/documentation/api-guides/tracked-inventory-in-xero/

    This request is to expose the specific inventory functionality in Xero via the API.

    30 votes
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  9. 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.

    30 votes
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    1 comment  ·  Reports  ·  Admin →
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  10. 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.

    29 votes
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    4 comments  ·  Invoices  ·  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

    29 votes
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    4 comments  ·  Contacts  ·  Admin →
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  12. 28 votes
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  13. I'd like to be to able to enter the customers address when I create a quote or invoice. Currently I can only do this once the quote/invoice is created by editing the customers details.

    28 votes
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    1 comment  ·  Contacts  ·  Admin →
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  14. 27 votes
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    1 comment  ·  Admin →
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  15. 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": ""
    }

    27 votes
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    1 comment  ·  Contacts  ·  Admin →
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  16. 27 votes
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    1 comment  ·  Quotes  ·  Admin →
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  17. 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.

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

    26 votes
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    1 comment  ·  Admin →
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  19. To be able to add new user via API and connecting it with Employee, Customer, and Supplier

    26 votes
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  20. 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.

    26 votes
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    1 comment  ·  Journals  ·  Admin →
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