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Accounting API

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177 results found

  1. 616 votes

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    109 comments  ·  Invoices  ·  Admin →

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

    502 votes

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    197 comments  ·  Quotes  ·  Admin →
  3. Be able to create and manage repeating invoices (http://help.xero.com/#Accounts_RepeatingInvoice) via the API.

    450 votes

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    153 comments  ·  Invoices  ·  Admin →
  4. 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.

    397 votes

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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. 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

    315 votes

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    88 comments  ·  Reports  ·  Admin →

    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. 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)

    245 votes

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  7. Expose invoice History & Notes through the API

    245 votes

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    55 comments  ·  Invoices  ·  Admin →
  8. Have optional parameters when creating invoices via the API to approve invoices and send then immediately to the contact email address

    187 votes

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    49 comments  ·  Invoices  ·  Admin →

    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

  9. 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).

    182 votes

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    43 comments  ·  Invoices  ·  Admin →
  10. 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.

    170 votes

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    17 comments  ·  Invoices  ·  Admin →
  11. 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.

    144 votes

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    59 comments  ·  Contacts  ·  Admin →
  12. This functionality is missing from API and available only via front end. We have almost finished implementation of Store Credits via Credit Notes and Overpayments, but luck of this functionality makes entire sync process very cumbersome.

    141 votes

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    23 comments  ·  Invoices  ·  Admin →
  13. 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.

    131 votes

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    40 comments  ·  Invoices  ·  Admin →
  14. 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

    96 votes

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  15. See the latest comments on this below

    95 votes

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    30 comments  ·  Invoices  ·  Admin →
  16. 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.

    92 votes

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  17. 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

    91 votes

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  18. 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.

    84 votes

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  19. for the purpose of knowing if a customer have overdue balances - so would need to return current balance and overdue amount.

    78 votes

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    7 comments  ·  Reports  ·  Admin →
  20. It would be great to have access to Xero that is useful for web applications and server processes - as described in the release notes :)

    68 votes

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