103 results found

1. allow ItemID to be specified when adding line items

   It seems to be possible to supply the ItemCode but not the ItemID. I guess the ID is unique for each item? It would be really great in my opinion if the API could be consistent and the ID field was always used to specify a join whenever you are creating or updating anything.

   Consider the following use case:

   A web app with integrations to xero to do all of the invoicing, and inventory price management. Contacts (users), orders (invoices) and products (items) are stored in the app, but also created in xero. The app then stores the xero id for each one and uses this when it makes calls to the xero api. When a user (contact) creates an order (invoice) it builds up an xml request with the invoice data, contact id and line items containing item ids and posts it to xero.

   I understand it would be possible for the app to just store the ItemCode instead for products. However, if someone working with xero was to change one of the item codes then it would break the entire integration.

   It would also make things a bit predictable if specifying an ID always just worked™ for relations in any of the API requests.

   It seems to be possible to supply the ItemCode but not the ItemID. I guess the ID is unique for each item? It would be really great in my opinion if the API could be consistent and the ID field was always used to specify a join whenever you are creating or updating anything.

   Consider the following use case:

   A web app with integrations to xero to do all of the invoicing, and inventory price management. Contacts (users), orders (invoices) and products (items) are stored in the app, but also created in xero. The app then stores the xero id… more

   7 votes

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   1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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2. Validation Errors: important additional info isn't provided

   Can you rewrite logic about ValidationException handling?
   For example, if several invoices will be posted to Xero and one cause validation error, no way to understand which invoice caused the error.

   Xero.Api.Infrastructure.Http.XeroHttpClient -> HandleErrors:

   var data = JsonMapper.From<ApiException>(response.Body);

   Here error response provides detailed information about who and why caused the errors.
   But during deserialization it just takes all validation messages and saves them to array without any other really important information.

   6 votes

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   2 comments  ·  Invoices  ·  Delete…  ·  Admin →
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3. Add total discount on invoice

   My client need to add total discount on entire invoice rather than giving discount on each item.
   This would be great if we have such option.
   Thanks
   Sanjay

   6 votes

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   1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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4. 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.

   5 votes

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   3 comments  ·  Invoices  ·  Delete…  ·  Admin →
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5. 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?

   5 votes

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   0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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6. 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.

   5 votes

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   0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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7. 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

   4 votes

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   0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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8. Add ability to delete Attachments

   Using an A/R Invoice as an example, at the moment you can upload a new attachment, retrieve a list of attachments and download attachments. I would like to have the ability to delete an attachment - for example you might have uploaded the wrong attachment, but you need to login to the main Xero website to be able to delete the attachment.

   4 votes

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   0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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9. 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.

   4 votes

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   0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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10. 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?

    4 votes

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    1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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11. 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
    3 votes

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    1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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12. 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

    3 votes

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13. Make the API invoice email the standard html email not plain text

    Currently when sending the invoice email from the API it sends as plain text. Update it to send the standard html email with the green 'Pay Now' button.

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    1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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14. Ordering of line items should also be possible from create or update of invoice

    Ordering of line items should also be possible from create or update of invoice .Some field in LineItems in Invoice i.e sort order where can mention from 1 to 999 .... 2 lineitems with same sort order will be arranged alphabatically using their item code.
    It is an important to have feature as it effect invoice look

    3 votes

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15. Add label to the Url feature of Invoice and Bill

    Please add a label option so it does not show the label of the api. We use this to link invoices to bills and bills to invoices as they are related for our business.

    3 votes

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    0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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16. I want to store custom value on invoice and get the set that custom file value using API

    Hi I want to create on extra filed on Invoice and want to access that extra custom field should api and want to get and set that value of custom field using api.
    
    Waiting for your reply thank in advance.

    3 votes

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    1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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17. 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

    3 votes

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    1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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18. 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

    3 votes

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    1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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19. eWAY as Xero Bank Feed
    3 votes

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    0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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20. 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.

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    0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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