General Journal Improvements
1) include transaction source and id to be able to link back to the source document of the journal eg AP/AR invoice etc 2) allow endpoint to be filtered by accounting date to be able to get just a certain period.
Simon Lampen
shared this idea
We are pleased to confirm that the Journals endpoint now returns the SourceType and SourceID. This allows you to link journals back to their source transaction.
http://developer.xero.com/documentation/api/v2-release-notes/#2.83
Unfortunately it is not possible to filter the journals endpoint by accounting date. We’ll look to address this with an improved journals reporting endpoint in future.
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Danie van Eeden
commented
I have logged a similar request for either Paging or Filtering by Date on the Journals endpoint.
This is, most humbly, considered a critical standardization of the endpoint.
The only alternative is to request ALL journals which may exceed the 5MB request limit. -
Anonymous
commented
it has been over 3 and a bit years since Simon asked for this, i am in need to get my clients nominal ledger data out to automate reporting as i dont want them to work in Xero, ass accountants we dont want them working in xero, when can this be available
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Pete Coales
commented
At the very least the transaction type!!
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Michael
commented
Yes would like this to happen...
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James Nelson
commented
It would be great to have access to the source of each journal entry (e.g. bank transaction, invoice, credit note, manual journal). Our use case involves running some aggregations over a list of journals, but displaying the source data used.
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Barry Mathias
commented
This is a key feature requested by our Auditor clients
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Prasad Jadhav
commented
Yes this is right.I am looking towards that please provide the connection between Journal and Invoice entries
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Rob Connell
commented
Smeebi and our customers want to be able to open up more dimensions from Xero for analysis such as linking customer, supplier, product, to journal entries.. in addition to what we can already do with tracking catagories, please vote!
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Reuben Jackson
commented
+1 on this please.... the API is lacking key reference data
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Pavan Dasa
commented
Yes i would like to have this feature in XERO API to establish link back to source document from Journal API.
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John Milton
commented
Not quite clear what 'Journal' means in this context but I'd definitely like to be able to get all transactions on an *account* and 'drill' back to the source.