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Accounting API

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502 results found

  1. contact notes

    Access to the Notes field in the Contacts endpoint would be nice.

    10 votes
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    0 comments  ·  Contacts  ·  Admin →
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  2. Webhooks - support for Payments endpoint

    Now that the Webhooks for Contacts and Invoices is in open beta please add support for the Payments endpoint as the next endpoint to be supported. Many of our customers need to be notified when a customer has paid an invoice and update their internal CRM systems. Would love to be able to do this without having to poll for new payments.

    10 votes
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    1 comment  ·  Admin →
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  3. Expose the Online quotes URL via the Xero API

    Be able to retrieve the online quotes URL via the Xero API as you already can for invoices (http://help.xero.com/#OnlineInvoices)

    10 votes
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    0 comments  ·  Quotes  ·  Admin →
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  4. provide transactional support

    Allow for batch create/update/delete operations to multiple API endpoints within a single transaction.

    10 votes
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  5. use Contacts' tax details on invoices

    This almost seems to be a bug, since the Xero web interface works differently than the API.

    In the "Tax" section for a Contact, the help message states: "Each account you code an invoice to will have a default rate as specified in the Chart of Accounts but if you have specified a rate for the Contact here, this rate will override the default rate from the Chart of Accounts."

    This works when adding an invoice using the web interface, but adding an invoice using the API results in the wrong tax type and wrong calculated total.

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Ability to charge a merchant fee surcharge for payment via Eway

    I would like to be able to add an additional 1.5% surcharge when people pay via credit card (eway)

    9 votes
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  7. 9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. deposit

    Create Batch Deposits -
    https://help.xero.com/au/BatchDepositCreate
    Does the API support this specific function? Is there a functional issue as to why this is not supported, or just never requested/not enough votes??
    Apologies if it is supported - I could not find it anywhere on developer pages etc.
    THANKS

    9 votes
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    1 comment  ·  Banking  ·  Admin →
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  9. Pass the PDF attachments when sending an invoice through the Xero to Xero network

    Currently when you send an invoice via the Xero to Xero network it does not pass a PDF copy of the invoice as an attachment.
    You have to download and re upload the PDF which takes away from teh benefits of sending through the Xero to Xero network

    9 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. Allow Custom URL Schemes

    Currently the URL elements of various Xero resources appear to reject URLs that do not fit the http or https scheme. It would be very helpful if this barrier was removed.

    Both OS X and iOS are seeing an explosion of applications that implement custom URL schemes as a way to hook or callback. https://developer.apple.com/library/ios/documentation/iPhone/Conceptual/iPhoneOSProgrammingGuide/Inter-AppCommunication/Inter-AppCommunication.html

    My personal use case is a custom built warehouse management system. Our established application is hosted on premises, with client runtimes on OS X and iOS. We're integrating as a private app to Xero and will be pushing in contacts, payables and sales. All of…

    9 votes
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  11. Expose the new Expense feature via the API

    Xero previously had an Expense Claims public API available (https://api.xero.com/api.xro/2.0/ExpenseClaims)

    However since 2018, a new Xero Expense product has replaced Expense Claims and any new organisation is forced on the new expense product. This new expense product currently has no available API.

    This is a regression as the previous API allowed developers to build integration with the Xero's expense features, however it is now not possible anymore.

    There is an existing trello card for this feature however I do not understand why it is still in the "nice to have" column although the number of votes is higher…

    9 votes
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    1 comment  ·  New APIs  ·  Admin →
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  12. Create more granular accounting scopes (eg: Sales - Invoice only)

    Right now there is a very wide range of APIs wrapped up in the "accounting.transactions" scope, with no way to provide more granular access within these APIs (https://developer.xero.com/documentation/guides/oauth2/scopes#organisation-scopes).

    This means that it's not possible to grant access to something quite narrow without also granting access to other things that are often not needed. For example, you cannot grant permission to creating/manipulating Sales Invoices without also giving access to all Bank Transactions at the same time.

    This problem is perhaps accentuated for Custom Connections, which are designed to be used for "in house" integrations, as ALL developers with access…

    9 votes
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  13. Provide a start and end date for budgets in the "Get Budgets" operation

    We are currently implementing a feature where we bring in divisional budgets.

    The companies we import into our product have data for a specific date range and we wish to filter out budgets for selection that do not have a date range that overlaps with the rest of the company data.

    Without the ability to do this our users will have to pick from any budget that is filtered by a tracking category option and if they choose one that doesn't overlap we will have to either

    • not connect the invalid budget in the first place and provide feedback as…
    9 votes
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  14. Create a transition plan for Reports via the API

    Xero will be retiring the old reports on July 31. By retiring the old reports, you also retire the only place where subscribers can affect the layout of the Profit and Loss report retrieved via the API. However, to date, you offer no replacement and no transition plan to your subscribers or developers.

    We use the Reports endpoint to retrieve data needed for our internal reporting. If not for the API, we'd be pulling and formatting seven reports to compile our monthly reporting. Today, if we add a new account or need to change the layout for the P&L retrieved…

    9 votes
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    3 comments  ·  Reports  ·  Admin →
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  15. Add a "Retry now" button to force webhooks in "Retry" status

    If the webhook listener goes offline, the webhook server will try to send the data with increasing delays up to 24 hours where it will stop.

    The issue is that if our listener crashes during an extended period of time, we might have to wait for an extra long period of time before it is retried.

    Adding a "Retry now" button would allow devs/admins to restore the webhook to their "OK" status much earlier (ie. as soon as the listener has been fixed).

    9 votes
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    planned  ·  2 comments  ·  Admin →
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  16. Insert invoice lines via the API

    Currently you can do this only by resupplying ALL current invoice lines along with the new line. There is a concurrency issue here between when the invoice was read via the API and resupplied to the API for the update. Can you make it so we only have to supply the new invoice line to the API and it be added to the invoice?

    8 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. new Bin Location field for Tracked Items will assist Warehousing and Inventory Management

    it would be useful to have a field which can be used to specify the warehouse location of the item needed for pick and packing

    8 votes
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  18. invoke receipt sending via API

    The sending of receipts is fine for one off... but when there are many, it becomes tedious. Could it possibly be enabled to be invoked from the API, so that a whole lot could be sent automatically?

    8 votes
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    2 comments  ·  Accounts  ·  Admin →
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  19. Get Xero Projects Report using API

    Hi,
    We can get and customize Xero projects reports by using API. But unfortunately, Xero reports API for projects is not available. Can you please add this API to your system.
    Thanks

    8 votes
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    0 comments  ·  Reports  ·  Admin →
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  20. ... make transaction data available via the API

    It appears that there are two key things missing from the current version of the Xero API:

    The Tables part of the API does not currently have a connection to the Nominal Ledger (Account) Transactions

    The Reports part of the API connects to several of the standard reports, but doesn’t connect to the Account Transactions report.

    Either of these would allow a full list of transactions to be accessed via the API.

    8 votes
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