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Accounting API

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581 results found

  1. 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

    4 votes

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    0 comments  ·  Reports  ·  Admin →
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  2. I would like the Budget Variance Report to be available via the API:
    https://central.xero.com/s/article/Budget-Variance-report

    It is not listed in the reports available from the API
    https://developer.xero.com/documentation/api/reports

    4 votes

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    0 comments  ·  Reports  ·  Admin →
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  3. 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?

    4 votes

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    2 comments  ·  Accounts  ·  Admin →
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  4. It is currently not possible to update the ReportingCode and ReportingCodeName on an Account via the API.

    We would find it useful to correct discrepancies in the assigned reporting codes automatically via the API

    4 votes

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    2 comments  ·  Accounts  ·  Admin →
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  5. When I create new delivery address for new PO I am able to specify its lable. However when I try to obtain available addresses from my company settings I cannot find address lable only address type. For all delivery addresses this type is the same: DELIVERY.

    We would like to list company addresses the way it is done during Purchase Order creation in Xero. The problem is that API does not send back the "Label" of the addresses (bold text like "Postal" or "Physical"). These labels are very important since they are used to set some meaningful name to the…

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  6. Using an A/R Invoice as an example, at the moment you can upload a new attachment, retrieve a list of attachments and download attachments. I would like to have the ability to delete an attachment - for example you might have uploaded the wrong attachment, but you need to login to the main Xero website to be able to delete the attachment.

    4 votes

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    0 comments  ·  Invoices  ·  Admin →
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  7. This is the error given to us when we try and send across an Overpayment that is reconciled. Please can it be implemented.

    4 votes

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  8. 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

    4 votes

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  9. 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

    4 votes

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    1 comment  ·  Banking  ·  Admin →
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  10. It is currently not possible to get/post/push data related to the payrun for the global edition. This limits integration with systems who can help with the administration of the payroll.

    4 votes

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  11. Added to wrong section, moving here to Invoices.

    I'd like to generate draft Bills for my subcontractors via xero api, and let them review and submit the invoice. If the User element is exposed like it is in expense claims, then the invoices will be available to the users that it is attached to, and have the draft invoice role.

    4 votes

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    0 comments  ·  Invoices  ·  Admin →
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  12. TrackingCategories returns IDs for both categories and options as follows

    <TrackingCategory>
    <Name>My Category</Name>
    <Status>ACTIVE</Status>
    <TrackingCategoryID>a020cd2b-31ac-49a4-b459-f8ffbe854e7c</TrackingCategoryID>
    <Options>
    <Option>
    <TrackingOptionID>dc167d85-6c3a-4261-b7f9-4fda00c2e38d</TrackingOptionID>
    <Name>My Option</Name>
    </Option>

    GET BankTransactions with a bank transaction id specified returns both the category id and name, but only the option name (no id).

    <Tracking>
    <TrackingCategory>
    <Name>My Category Name</Name>
    <Option>My Option Name</Option>
    <TrackingCategoryID>23333b58-b938-479c-9bdd-5a599bec698c</TrackingCategoryID>
    </TrackingCategory>
    </Tracking>

    4 votes

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  13. 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?

    4 votes

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    1 comment  ·  Invoices  ·  Admin →
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  14. The Projects module of Xero allows you to capture expenses. However, this data cannot be retrieved from any endpoint.

    It would be good if an Expenses endpoint was added to provide the list of expenses add to projects (including estimate cost and revenue information).

    3 votes

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  15. The Xero Projects API / Projects endpoint include an estimate field that provides the estimated revenue.

    It would be good to add an additional estimateCosts field to provide the estimated cost so as to be able to calculate margin for a given project.

    3 votes

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  16. We can currently create Prepayment Invoices using the Bank Transaction endpoint (all of this also post applies to Overpayment Invoices too). This returns a list of information about the created bank transactions including Prepayment (or Overpayment) IDs.

    The Invoice Number is autogenerated by Xero, and we're only able to change it using the UI.

    There are are Prepayment and Overpayment endpoints in the API, but these only allow us to GET one (or multiple) invoices, and PUT allocations for an invoice.

    It would be great to see either:

    1. A POST method on the Prepayment and Overpayment endpoints (this would allow…
    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  17. Allow bank feed to be retrieved via Xero API. All I want to do is allow my staff to see what payments have been received in the last day so they can release equipment. Very basic. But I go through paying the subscription and setting up the whole thing just to find that obvious and needed option is not available?? If I try to setup an API with the NAB thats going to be a nightmare. Its all there in Xero - if we log in we can see it. So why not allow access with an API?

    3 votes

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    0 comments  ·  Banking  ·  Admin →
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  18. 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…
    3 votes

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  19. It's great to see that creating and deleting repeating invoices is now available in the API. However, there was one crucial thing that was missed: There is no ability to create/define the EMAIL MESSAGE that gets sent with the repeating invoice.

    The documentation mentions “You can use the API to trigger the email of an approved repeating sales invoice out of Xero by setting the ApprovedForSending to true and the status to AUTHORISED.”

    The API has the fields SendCopy, MarkAsSent and IncludePDF, but there is no ability to define the actual content of the email.

    This has somehow been missed.

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  20. Currently, project endpoints are only available for projects, tasks and time. Unfortunately, expense for projects aren't available. Projects are an important feature for many businesses including construction and I've had numerous clients request this. This information can only be pulled via a detailed project report but the layout and format are very limited. So if the client would like to integrate the data to a CRM or format it a particular way they aren't able to.

    3 votes

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