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Accounting API

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134 results found

  1. Add Purchase Order (PO) number to invoices

    It would be useful to add PO number to invoices as a separate field.

    At the moment we have to add it to the reference.

    Large enterprise clients expect to see their PO number in the top right area of the invoice but it sometimes isn't clearly visible when we put it into the reference and then their procurement department rejects the invoice.

    2 votes
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    2 comments  ·  Invoices  ·  Admin →

  2. allow use of the enter key to move through the fields when inputting data

    Currently you have to tab across but when entering lots of numerical data it is much quicker to use enter on the number pad instead

    2 votes
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    4 comments  ·  General Requests  ·  Admin →

  3. Add a rural delivery charge for any customer with a rural address

    2 votes
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    declined  ·  0 comments  ·  General Requests  ·  Admin →

  4. Allow Bank Rules to Find & Match

    I have lost of customers who make payments "on account" against one or more invoices. If these payments come into a bank account regularly and use the same reference (e'g a customer account number), a bank rule which sets the customer and allocates the whole payment to only that customer's invoices (e.g. against oldest invoice first, splitting if required) would speed things up no end. Much faster than me going through Find & Match every time.

    1 vote
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    0 comments  ·  Admin →

  5. To be able to attach your business signature with logo to the emails sent out directly from invoicing

    1 vote
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    0 comments  ·  Admin →

  6. Instant Search Box

    In my previous software (WHMCS) there was a "Instant Search" fuction which you could type a Invoice Number, Quote Number, Credit Note, or even client name and it would bring up there details instantly if you press enter, or you could see a list of matching results (Like google instant search) and the click the one you want.
    I Think this would be the icing on the cake for me, I LOVE Xero so much, this is the only function it is currently missing.

    1 vote
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    0 comments  ·  Admin →

  7. Company wide integration

    Hi I am setting up a new business and I wanted to ask on here the best way to setup the platform from the ground up for a single company wide visible business starting from the Xero base. Can I add salesforce CRM, Google documents etc. There are obviously really expensive ERP that do this but I am wondering if there is a way of doing this with cloud

    1 vote
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    0 comments  ·  Admin →

  8. fix bug

    1 vote
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    0 comments  ·  Admin →

  9. Cash Sale e-commerce

    Where is the API for a cash sale? ie. a paid up in full sale made online e-commerce in realtime, do you have to raise an invoice against a customer called Cash Sale? NZ delivery addresses have GST inclusive, and Offshore addresses are GST zero rate. will the api look at the country field and do this for you?

    1 vote
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    0 comments  ·  Admin →

  10. be able to attach supplemental documentation to outgoing invoices - not just PDFs, but excel files and jpgs

    I have clients who, when they bill their clients, are required to submit spreadsheets, copies of documents etc WITH their invoice - many state and government jobs require this. It would be great if it could be done within Xero rather than go out to the "normal" email to send both the Xero invoice and the attached documents.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →

  11. Have integration with or an import function for Quotewerks

    Create a partnership with or API for quotewerks to be able to import or synchronize invoices and purchase orders from quotewerks to xero and visaversa.

    1 vote
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    1 comment  ·  General Requests  ·  Admin →

  12. put print/email and other options buttons on the bottom of lists as well - convenience

    If you go into invoices and tick a bunch to print, you have to scroll back to the top again to hit print. If you are doing individual invoices, this can be annoying and time could be saved simply if the buttons were on the bottom as well.

    1 vote
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    0 comments  ·  Admin →

  13. how to use query string with url

    i want to get all the invoices where name contains abc, i am using c# for integration, i have tried this
    .ForUri(new Uri("https://api.xero.com/api.xro/2.0/Invoices?where=Name.Contains(abc)"))
    this will trough an error bad request, how to do this correctly

    1 vote
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    0 comments  ·  Admin →

  14. Allow ID to be specified for new records

    This assists when syncing data from external systems or allowing data. For example if I were to sync my CRM's SystemUsers into Xero it would be very useful to share the same GUID on each side.

    1 vote
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    0 comments  ·  Admin →

  15. A quote option would be good like MYOB has, as we do a lot of quotes that get chaged to invoices

    A quote option would be good like MYOB has, as we do a lot of quotes that get chaged to invoices

    1 vote
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    0 comments  ·  Admin →

  16. looking up addresses in xero would be handy like MYOB as i currently keep having to login to MYOB to get customer info

    looking up addresses in xero would be handy like MYOB as i currently keep having to login to MYOB to get customer info as we are contractors and are expected to know existing customers details

    1 vote
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    2 comments  ·  Admin →

  17. login upgrade

    It would be great not to have to enter my email address every time that xero times out it should only need the password to login

    1 vote
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    0 comments  ·  Admin →

  18. Create invoices and credit notes via the api as Deleted or Voided

    My client requires invoices and credits too be synchronised between our software and Xero.

    This includes having invoices deleted and credits voided before they reach Xero.

    I would like to create deleted invoices and voided credits first time rather then having to create drafts and then delete/void them in a seperate operation.

    You shouldn't be able to do this via the Xero user interface but I should be able to do this via the API.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    The Xero API must follow the same application logic as the main application. It is for this reason we must decline this request, but we are committed to exposing more functionality via the API such as the ability to void invoices and credit notes via the API once they are created.

  19. allow more flexibility for positioning of logos on invoicing template as currently you cannot centralise.

    Traditional UK Invoices for small businesses would not look like the ones you can currently produce from your template. There is very little flexibility as to where the logo can be positioned and it does not allow other elements to balance. I do not have the expertise or ability to get someone elese to create a new docx template.

    1 vote
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    1 comment  ·  Invoices  ·  Admin →

  20. Sort on report column headers

    It would be very convenient if report column headers were sortable.

    For example, when I run a "Sales by Item" report, I'd like to click on the "Total" column header to re-sort the report by Total, either ascending or descending.

    If this sorting was available for all column headers, I could immediately find out:
    - best and worst selling product by sales revenue
    - best and worst selling product by units moved
    - most expensive product
    - least expensive product
    - lowest and highest average selling price

    ....all in seconds with just a few clicks on column headers, and without…

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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