Xero Projects API - bill line items
Note - you need a projects API section now it has been released.
To enable full use of OCR apps with Projects there needs to be the ability to post bill line items to projects as expenses. Without this functionality any business that wants to automate their billing and approval process cannot use Xero projects (without manual intervention in Xero).
As an exmaple - I currently have a client looking to do this with 50 active staff. This would be £250pm or £3,000pa potential Xero fees lost as they would use a different app that does both.
In december 2017 I have received a response in the public Xero API Trello board that this will be part of the functionality https://trello.com/c/S7arjEKr/52-xero-projects-api
It is very hard for us to explain to users why this is not possible, when they can do it in Xero UI.
So currently they have to handle each bill TWICE - once to export it to Xero and then go to Xero and assing the expense to the project. Imagine that you need to do this on 500 invoices per month. Don't imagine. Try it yourself.
This is relevant for the whole data capture category - Dext, Datamolino, Autoentry, Hubdoc. None of these apps can have this functionality because the API does not support it.
Rajesh Patel commented
We have come stuck for a project delivery that requires posting bill line items to a project expense.
The project must Go Live. We need a workaround or an endpoint to achieve this function for Go Live.
Please advise what API endpoint we can use to post the Purchase bill line item with a Project Expense.
What API endpoint we can use to apply Project Expense to an existing Purchase Bill line item.
Mark Spencer commented
Because the Xero APIs do not currently allow us to post bill line items to Projects then our staff are having to do this manually. The rest of the process is automated but this last step requires human intervention.
It doesn't make sense to be able to associate line items to a Project at the user interface but not through the API. This devalues our workflow automations and frustrates the heck out of our staff!
James Fraser commented
It is a fundamental requirement to allow bills to be allocated to projects when entered via Dext or Hubdoc. We have 3 companies that use xero and the lack of this facility will result in a review of our use of xero. Projects is great but clearly an afterthought, and higher priority should be given to allow full integration.
There's a discussion on Xero Business forum and a Xero response here: