Accounting API
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502 results found
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Call a webhook when a Quote is accepted
When a quote is accepted by a customer, add the option to call a webhook.
This would allow for integration with job tracking software and a secondary call to the quote API (https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/7040008-quotes-via-the-api) would allow me to retrieve the relevant information (customer, description, line items etc) in order to generate a job sheet for the accepted quote with all the relevant data for workers to begin the job.
24 votes -
Contact Bank Details (all fields) to be able to be updated via API
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": ""
}24 votes -
Send <Payments> together with <Invoice>
We invoice just upon payment, so it would be nice to be able to send <Payments> together with <Invoice>, when creating it, so we don't need to do two separate calls for it.
23 votes -
integrate batch payment export into a banks payment system
I believe it is possible to export a batch payment file for subsequent import into your internet banking solution. It would create efficiencies to build outward direct bank feeds to set up payments on Bills. Then make it available via the API to set due/ payment dates and create payment batches.
23 votes -
TaxNumber type field
Contact entity has a field to store Tax number type (EIN, SSN, ITIN and ATIN). This field is accessible via UI or in exported csv file, but not accessible via API, while "Tax Number" itself can be read using API.
23 votes -
API report Sales by Item
Provide API to get report Sales By Item. because it will help to analyse sales by Item (Product). Now we can generate the report but I don't see API to get report data as other financial report.
22 votes -
Expose reversal information in Journal endpoint
Problem: if a Journal is reversed, Journal.SourceId may point to an invoice whose LineItems do not correspond to JournalLines.
Proposed Solution: If a Journal is a reversal, expose the number of reversed journal via API, e.g.
<Journal>
<IsReversalOf>originalJournalNumber</IsReversalOf>
...
</Journal>When it is useful: in the simplest scenario, when Invoice's LineItem is edited, the original Journal corresponding to the Invoice is reverted and new one is created. We end up with three Journals: Journal1 and Journal2 cancel each other, Journal3 reflects (the new version of) the invoice. Unfortunately, all three Journals have SourceID pointing to the (now modified) invoice. Consequently,…
22 votes -
use consistent response structures
The addition of reporting a contact's balances was a great addition, however I feel the response structure should be consistent, regardless of balances. Where any balances are $0, this should be reported as $0, instead of being removed. By removing the key, we are left only being able to test for the absence of data, which creates an assumptive logic.
I understand that removing keys for null values might be part of your api design (ie no email address entered doesn't return an empty <EmailAddress>, but technically, a customer always has a balance so there for the Balances data should…
21 votes -
Provide CreatedDateUTC
Provide CreatedDateUTC element so invoices, manual journals etc can be filtered using the new element in similar way like UpdatedDateUTC
21 votes -
Override tax amount of line items in Bank Transactions endpoint
Since overriding of line item's tax amount is possible in Invoices endpoint, same capability should also be possible in BankTransactions endpoint.
21 votes -
Allow the full UTF8 character set in Contact Names
Names containing accented characters, eg: Nuñez, are rejected when uploading a new Contact.
20 votes -
Allow user to connect to multiple organizations at once so we can query across multiple organizations.
Allow users to connect to multiple ornganizations at once so we can query across multiple organizations with one query.
20 votes -
Be able to extract via API bank balances in Base Currency or in Foreign Currency of Bank Account
Currently API can only get bank balances in Base Currency from Reports -> Bank Summary. This means it is all converted into the Base currency by XE.COM. There is no way to convert this back into the original currency, XE.COM rates are not available vis the API. There should be a way of getting the bank balance in the origin al currency.
19 votes -
Taxable payments report lodgement through Xero Tax
Recently lodgement of payment summaries through Xero Tax became available. You can also manually create these instead of handwriting the ATO forms which has been fantastic so far for our firm. It would be much appreciated if this was also done for the annual taxable payments report for the building and construction industry for tax clients who do not use Xero software.
19 votes -
Allow case insensitive search on Item codes
Apparently there is an unique index on Item codes which is case insensitive, i.e. you can not create a different item with the same code with a different case. However the API doesn't allow case-insensitive search on item codes, which is really awkward. This is a big problem when you get an error when inserting a new item because of an earlier item with the same code but different case. It's very hard to find the original item in this case.
19 votes -
Enable copying of purchase orders to bills
Currently the Xero UI allows users to copy a purchase order to a bill which is useful for tracking an order through to payment. This functionality however is not present in the API. The API also does not provide any reference between a bill created in this way and the original PO, so it is impossible to determine whether or not a Bill was created in this way.
I propose that the API enables a few things:
- Provide the bill/invoice/purchase order ID with the original purchase order. This ID would be the newly created records ID and allows us to…
19 votes -
Reconcile individual payments (NOT Bank Statement)
We receive payments from online services (stripe and paypal) and programmatically add an invoice as well as a payment for the invoice and the fee from the charge.
When the bank charge comes from the bank we go in and manually match them with the payments. With PayPal this is easy because they come in and match 1:1 with the payments and fees. With stripe it's not so easy becaue our daily payout contains dozens of fees and charges.
We would like to programmatically match these. Note that this is NOT the same as reconciling a bank statement, I think…
19 votes -
sales tax report
Able to access the Sale Tax Report via the API
18 votes -
Update Journal API to support filtering based on the Date field OR a general where clause
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.
18 votes -
Creating Repeating Journals via API
Be able to create and manage repeating journals via API
18 votes
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