88 results found

1. Enable the total number of units across all line items on an invoice to be automatically calculated.

   Enable the total number of units across all line items on an invoice to be automatically calculated.

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   3 comments  ·  Invoices  ·  Delete…  ·  Admin →
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2. Invoice/Webhook - When posting Invoices, be able to set a flag to stop the Webhook from sending the same data back

   With Webhooks enabled, it is pointless to have the webhook send the same data back to us when we are posting the data to Xero.

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3. Add User element to Invoices API to allow Suppliers to approve system generated invoices

   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.

   12 votes

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4. Allow support for html content in the line items description via API.

   When invoices are sent to XERO from ProWorkflow, the html characters are showing on the invoices as tags rather than getting rendered properly. Some of our customers who use ProWorkflow and XERO heavily also use the html content in their line item descriptions which obviously causes issues for them as the invoice doesn?t look the same anymore.

   I was wondering whether you guys had any thoughts or plans on how we can send html content in the line items over to XERO without stripping all the html characters and get them displayed properly in XERO?

   11 votes

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5. use Contacts' tax details on invoices

   This almost seems to be a bug, since the Xero web interface works differently than the API.

   In the "Tax" section for a Contact, the help message states: "Each account you code an invoice to will have a default rate as specified in the Chart of Accounts but if you have specified a rate for the Contact here, this rate will override the default rate from the Chart of Accounts."

   This works when adding an invoice using the web interface, but adding an invoice using the API results in the wrong tax type and wrong calculated total.

   9 votes

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6. eWAY as Xero Bank Feed
   9 votes

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7. Pass the PDF attachments when sending an invoice through the Xero to Xero network

   Currently when you send an invoice via the Xero to Xero network it does not pass a PDF copy of the invoice as an attachment.
   You have to download and re upload the PDF which takes away from teh benefits of sending through the Xero to Xero network

   9 votes

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8. Ability to configure the email (to, subject & message) when creating repeating invoices via the API

   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.

   In addition, there is no “edit” function via the API, so to edit a repeating invoice via the API we need to delete the current one and create a new one.

   If we do this, we need to be able to firstly retrieve the current email configuration (to, subject & message) and then post it back.

   So the following fields need to be added to both GET and POST methods.
   1. To (This is not always the same as the company default email set at the “contact” level. And sometimes we have inserted multiple addresses in there. So we need to be able to retrieve this field and post it back for the email).
   2. Subject
   3. Message

   Once these fields are available, we'll be able to use the new API functionality to allow our app users to adjust repeating invoices, plus creating new ones, plus export from one Xero account and import into another. This will be great, but isn't yet workable until we can also define the email that will be sent with the repeating invoice.

   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.

   … more

   9 votes

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9. Insert invoice lines via the API

   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?

   8 votes

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10. Include ContactNumber in the response for GET CreditNotes

    GET CreditNotes has the InvoiceNumber field but not the ContactNumber field. It would be quite nice to have both.

    7 votes

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11. Identify which Bills are associated which which task

    When you associate a line item with a task, it is then an expense on that task. It would be useful to be able to query the task to retrieve information about the expenses.
    You will then be able to get an end to end of bill coming in to invoice going out charging for that bill.

    6 votes

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12. Reconciling an existing payment with an allocated invoice

    So, I have an invoice with its payment but it's set as unreconciled I'd like to update that payment and set it to reconciled but i get the error: "Message": "Payments against invoices or credit notes cannot be updated."
    Is there anyway i can reconcile this invoice and payment via API?

    6 votes

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13. Add Progress Percent Completed in Invoice

    Add "PercentCompleted", "TotalEstimate" and "InvoicedPreviously" in Fields you can insert into a custom template so that invoices generated from Projects so the customer can see how far they are along the job and each task is toward completion.

    6 votes

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14. Allow an objectId as the pagination start point.

    GET https://.../Invoices?order=UpdatedDateUTC%20DESC&page=2

    OR

    GET https://.../Invoices?order=UpdatedDateUTC%20DESC&id=12345

    Either way both return 100 results either starting at page 2 or at object with id 12345

    6 votes

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15. Online Invoice URL - Allow fetching with invoice or in bulk

    Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.

    This proves to be a big issue with applications that grab and store historic data in the application.

    For example:

    We connect our application with Xero and there are 20,000 historic invoices in Xero.

    We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.

    Because we can only callout to 1 invoice at a time, that is 20,000 callouts we must make to get the Online Invoice URL for the historic invoices we have stored.

    With Xero's 5,000 API call limit, this takes 4 days to retrieve.

    Please either add this URL to the invoice schema or allow us to submit a request in bulk with multiple invoice ID's and return the URL's.

    Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.

    This proves to be a big issue with applications that grab and store historic data in the application.

    For example:

    We connect our application with Xero and there are 20,000 historic invoices in Xero.

    We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.

    Because we can only callout to 1 invoice at… more

    6 votes

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16. Update Prepayments and Overpayments via API

    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 us to map over the returned IDs from the Bank Transaction response and update the Invoice Number); or
    2. Have the ability to specify an Invoice Number when creating a Prepayment or Overpayment Invoice via the Bank Transaction endpoint (this may be the more efficient method, as it prevents incrementing the auto-number of the invoice)

    Most likely, the more generic POST endpoint for both Prepayment and Overpayment endpoints would be more appropriate to implement as it seems it would benefit a number of other users who have left feedback.

    Until then, our accounting team will be updating the invoice number manually for every Prepayment we create.

    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… more
    6 votes

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17. Search Feature

    When searching sales or purchase invoices would it be possible to have a drop down box to select if All, Awaiting Payment, Paid etc instead of being in the tab first before selecting search.

    I dont know how many times I have entered the search item only to find I am in the wrong tab and have to reenter details in the correct tab very frustrating ... but still forget next time I search

    Would be much easier to select this option after search detail is made

    5 votes

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18. include cost of sales on invoices

    A customer of ours need to pull Invoices via the Xero API and are particularly interested in the COGS value of sales in order to calculate a Gross Profit value.

    Unfortunately, that value does not appear in the Invoices endpoint.

    I ran some tests where i posted a sale, then posted a purchase with items with a higher purchase price, then edit the sale and increase the quantity.

    I then checked journals and i could see a reversal jounral for the COGS that used the old COGS value, and a reposting using the new COGS value.

    This implies the data is somewhere in Xero. The issue is that Journals cannot be used is that the COGS journal does not include the SOURCE id, nor can it be linked back to the correct lines (it would be a single total for the whole transaction).

    It would be useful to update the API to include this data on the Invoiced endpoint.

    A customer of ours need to pull Invoices via the Xero API and are particularly interested in the COGS value of sales in order to calculate a Gross Profit value.

    Unfortunately, that value does not appear in the Invoices endpoint.

    I ran some tests where i posted a sale, then posted a purchase with items with a higher purchase price, then edit the sale and increase the quantity.

    I then checked journals and i could see a reversal jounral for the COGS that used the old COGS value, and a reposting using the new COGS value.

    This implies the data… more

    5 votes

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19. Validate only option for POST and PUT

    Currently when you POST or PUT, Xero will either accept or reject each of the entries. Provide an option to POST or PUT data (Invoices) and have the results returned WITHOUT actually updating any data. That would allow an All or Nothing approach to batch data submission.

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20. Add SagePay to invoice payment gateway, they are one of the most popular in the UK.

    Sagepay is one of the most popular payment gateways used in the UK, it would be a huge benefit to add sagepay as an invoice payment method option in xero.

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