Accounting API

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165 results found

  1. 1,548 votes
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    109 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi everyone,

    The functionality to send sales invoices via email is now open to all apps.

    Check out the docs here: https://developer.xero.com/documentation/api/invoices#email

    There’s more functionality we could add around emailing but I’m going to close this request. Please feel free to create new specific requests for any additional email functionality you’d like to see going forward.

    Cheers,
    Adam

  2. Quotes via the API

    Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)

    1,343 votes
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    197 comments  ·  Quotes  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Repeating invoices via the API

    Be able to create and manage repeating invoices (http://help.xero.com/#Accounts_RepeatingInvoice) via the API.

    1,104 votes
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    153 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Notify URL When Stuff Changes in Xero - Webhooks

    I'm requesting "web hooks" for the Xero API.

    Here's how they work: Customer provides a URL (http://myserver.com/xero/changed) to Xero, and when something is changed, Xero notifies that URL, perhaps indicating which records have changed.

    The Xero API provides methods that you can query and compare with previous results to see what has changed. However, this is not performant for large data sets, and detecting changes involves a lot of code.

    The competition has it - web hooks are supported by QuickBooks. Let's get them in Xero - it's a superior product in every other way.

    976 votes
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    72 comments  ·  General Requests  ·  Flag idea as inappropriate…  ·  Admin →

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    We’re happy to announce that the invoice webhooks work has been completed! We now support both invoice and contact events.
    We know there are lots of other events in Xero that would be useful to you as webhooks. To help us prioritise which ones to focus on next, please create separate suggestions and vote on the ones you’d like to see us implement.

  5. Budget summary report by budget

    The current budget summary API report (http://blog.xero.com/developer/api/reports/#BudgetSummary) returns the overall budget summary report. Within Xero, you can create additional budgets which can be filtered by tracking category. This request is to:
    - Provide a Budgets API endpoint
    - Allow the budget summary report be filtered by budget

    802 votes
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    88 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi all,

    The GET budgets endpoint is now live, but is available exclusively to App Partners who have migrated to OAuth 2.0 and entered into the new App Partner Program https://devblog.xero.com/getting-ready-for-xeros-refreshed-app-partner-program-6e09fa36fce8

    The retrieve budgets functionality will be generally available to all integrations on OAuth 2.0 from April 2021.

    Note: the new App Partner Program is currently under invite-only Beta with full launch expected to be late 2020.

    Checkout the documentation here https://developer.xero.com/documentation/api/budgets

    Thanks
    Keertika

  6. Enable the upcoming Purchase Order module to link to outside applications

    My company has an app that services a very large niche market- all of those clients (tens of thousands) also need accounting. Our current app has rudimentary accounting in it but we are seeking to set up a sync with a dedicated cloud-app for all the accounting. Purchase Orders are crucial to this niche market and if we could sync them with Xero via api it would make a huge difference.

    (Provide GET/PUT/POST PurchaseOrders endpoint)

    607 votes
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    72 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  7. History & Notes

    Expose invoice History & Notes through the API

    574 votes
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    55 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Expose the Online invoicing URL via the Xero API

    Xero has recently released online invoicing functionality within the main application (http://help.xero.com/#OnlineInvoices).

    Be able to retrieve the online invoicing URL via the Xero API.

    Note that this URL is only generated when the invoice is emailed within the Xero application. Exposing this field will be of limited value until further work is done to be able to email an invoice from Xero via the API (but that is a separate issue).

    462 votes
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    43 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Be able to approve and send invoices via the API

    Have optional parameters when creating invoices via the API to approve invoices and send then immediately to the contact email address

    456 votes
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    49 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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    You can now approve invoices via the API . See our latest release notes for more details – http://blog.xero.com/developer/v2-release-notes/

    At this stage the scope of this work is limited to allowing you to enter approved invoices and not trigger the sending of invoices via email. You can vote on that request here – http://xero.uservoice.com/forums/5528-xero-api/suggestions/1930769-be-able-to-email-approved-invoices-via-the-api

  10. allow notes in invoice output

    there are some situations where it's useful to add a note to an invoice that's include in the invoice PDF. e.g a message about the reverse charge VAT treatment for EC customers. I would guess there's more exceptions like this where a note would be useful.

    394 votes
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    17 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  11. when contacts are merged show this status for the API

    When merging contacts the system seems to treat them as a delete so we can’t differentiate them from a full delete. Ideally they should show a status of merged and the ID of the contact they were merged with that way we could perform the same action in the CRM of merging the contacts history rather than deleting them.

    313 votes
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    59 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Apply discounts to line items

    The main Xero application now allows the application of a discount on a line item. While discounts on line items can be retrieved via the API (GET) it is not possible to create a discount via the API (PUT/POST). Add your votes here if this is something you would like to see.

    264 votes
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    40 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  13. oAuth 2.0

    Any chance Xero will support oAuth2.0 ?

    oAuth1.0 and it's payload signing doesn't work very well in various environments including node.js

    With rest of the world moving to oAuth 2.0 - I hope XERO does too

    243 votes
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    19 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Expose which user connected the organization via OAuth

    Currently, we have no idea which user connected via OAuth. In other platforms (QB for once), you get details (especially email) of the user, and can design behavior based on it. In Xero, we get all the data on the users (with the new email address field), but we don't which user connected. If this will be exposed, it will give the developers more tools to create a more specific experience for the users

    236 votes
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    14 comments  ·  Authentication  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Add the Company Registration Number field to the Contact API

    Please add the Company Registration Number field to the Contact API, this is a useful way to get a unique identifier for a company when syncing different systems.

    229 votes
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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  16. API Overpayments & Prepayments

    See the latest comments on this below

    225 votes
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    30 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  17. allow uploading of receipt (files) for expense claims

    Ability to upload a copy of a receipt to accompany an expense claim. Could be a scanned image or photo (JPG) taken of the receipt with your mobile phone.

    191 votes
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    15 comments  ·  Receipts & Expenses  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Support for Batch Payments

    Add support for batch payments to the API.

    • When retrieving payments via the Payments endpoint, include the batch payment ID so you can know which payments were made as part of a batch payment.
    • Allow the creation of a batch payments. A single payment that can be assigned to multiple invoices and display as a lump sum in the bank account.
    168 votes
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    19 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

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  19. allow longer term OAuth access

    It would be great to have access to Xero that is useful for web applications and server processes - as described in the release notes :)

    165 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  20. 162 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →

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