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Accounting API

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Accounting API

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  1. Our business uses deferred income, and my accounts person makes an excel sheet everything month to calculate it (I only discovered this the other day)

    Having revied the invoice API, it would be awesome if

    1) A field called diferredincome to the invoice item, so that we can flag an invoice on creation as diferred, and export that information via the api. The field value would be number of months. E.g. a difered invoice over a year would have the value of 12.

    2) Create a diferred income report using this data.

    3) Create the journal entried for the diferred…

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  2. Currently the Xero API allows us to trigger the emailing of a Xero invoice to the customer via a POST command.

    If a Payment Service is already set up in Xero, the emailed invoice should automatically include the Pay Now button.

    1 vote

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    1 comment  ·  Invoices  ·  Admin →
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  3. Allow the ability to include html in the Invoice email template so text can be made bold, italics, different sizes etc.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  4. When the new authentication system goes live - the invoice webhook should send the invoice payload. This makes sense as the authentication system is 1:1, and it will reduce the amount of API calls.

    1 vote

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  5. We have been trying this endpoint
    POST https://api.xero.com/api.xro/2.0/Invoices/aa682059-c8ec-44b9-bc7f-344c94e1ffae/Email

    It sends an email to the customer with a link to the invoice.

    Currently it is not possible to configure this so that it includes the pdf attachment. There is a check box option for this functionality if using the UI.

    I am just thinking of all those people that want their pdf invoices sent directly to their ReceiptBank accounts etc.

    1 vote

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    1 comment  ·  Invoices  ·  Admin →
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  6. Sadly this is a bug not a feature request ...

    We have found and verified that invoices that are sent via the Xero web UI do not update the UpdatedDateUtc value. In the case of synchronising to an external system this makes it difficult to keep the invoice status in sync (so we can avoid expensive API calls).

    Typical use case is:

    1. A lot of invoices are created - these sync to our local system.
    2. We track the latest modified date and store for future syncs.
    3. Invoices are sent from Xero - webhooks trigger for these.
    4. We then check with…
    1 vote

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    2 comments  ·  Invoices  ·  Admin →
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  7. If you leave the reference field blank on an ACCPAY invoice then the invoice number is automatically generated using the defaults INV-00381 etc. But if you give a reference 'August 2020 travel charges' and leave the invoice number blank then the API copies the reference and makes the invoice number 'August 2020 travel charges'. I want auto-generated invoice numbers but to be able to give an independent reference.

    1 vote

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  8. REFERENCE Field is now missing from API calls for ACCPAY (Accounts Payable) as per attached examples, change seems to have happened on the 4th June 2020

    1 vote

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    3 comments  ·  Invoices  ·  Admin →
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  9. Please return the TotalDiscount when searching for multiple invoices.

    Xero, indeed, only returns the TotalDiscount when searching for ONE invoice, by its UUID or Invoice Number.

    1 vote

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  10. Thanks for the current batch payment API. it works with InvoiceID.

    Can you please update this API by allowing to use the InvoiceNumber instead of InvoiceID.

    The InvoiceNumber is much more user-friendly and actually used by accountants instead of the long ID, that needs an extra lookup.

    Can you please let us know when can you update it?

    For example:
    <Payments>
    <Payment>
    <Invoice>

    <InvoiceNumber>ORC1039</InvoiceNumber>
    </Invoice>
    <Reference>ggg</Reference>
    <Amount>10.00</Amount>
    </Payment>

    1 vote

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    not planned  ·  1 comment  ·  Invoices  ·  Admin →
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  11. 2019 Jan 11 09:46 /api.xro/2.0/Invoices PUT 200 Xero Api wrapper - NUALCYHX7TBOBY2IEFZKKOKKA50HMR

    1 vote

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  12. Each business is different and requires different information and fields. = it would be great to be able to customise or add fields.

    currently you can from the purchases to assign expense to customer - Give a Reverse for this option and put this to a sale screen and assign expenses - This would help eliminate double entry as we enter sales before purchases.

    Let us customize to suit our businesses!!

    1 vote

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  13. Hi there,

    At most when I am doing a GET for Invoice details; the payment details that come across do not have the AccountID

    This is the maximum amount of information I am ever getting from a Payment on an Invoice

    PaymentID => 22974891-3689-4694-9ee7-fd2ba917af55
    Date => 2017-10-18T00:00:00
    Amount => 148.50
    Reference => Chq 409

    But if I do a Get on the Payment ID I can grab the full details;

    Can we get the AccountID to appear within the Payments array of a GET Invoice request?

    Thanks

    1 vote

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  14. Include as part of the Invoice api, a reminders node listing the date/s reminders have been sent, rather than expanding the separate InvoiceReminders request.

    1 vote

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  15. When requesting a list of Purchase Orders the <Contact><ContactNumber> field is included in the response but this is missing when requesting individual Purchase Orders. Please fix this.

    1 vote

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  16. Can we customise the Remittance Advise so that we can add company logo and other items as needed.

    Thank you

    1 vote

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  17. In invoice get api, it has Payments named property, which contain payment of that invoice. Problem is that Invoice->Payments property is missing Account info.

    1 vote

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  18. Many lawyers cannot use just any Merchant Services provider, but Law Pay provides the necessary features for firms. It would be great if you could partner with them as Clio does.

    1 vote

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  19. This feature requests really applies to Bill entry. Is it possible to include a feature where there is an option to re-enter a new bill to the same supplier and where the date previously entered will automatically repeat? This would make data entry quite a bit quicker.

    1 vote

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  20. Whilst you are able to have multiple email address when sending out an invoice, you have to manually delete the one's you do not wish for it to go to. There should be a drop down box with the emails for that contact to pick from.

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