Accounting API

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  1. Contact's & Supplier's Transaction Report?

    How can I get Contact's and Supplier's Transactions Report like general ledger?

    4 votes
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  2. Download Published reports in pdf format using api

    I want to download published (customized) reports from xero using api and upload it to sharepoint.

    4 votes
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  3. Have the Aged Receivables API actually match the report in Xero

    Just have the API produce the aging buckets like the report

    3 votes
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  4. Retrieve custom reports

    Can an API be created to retrieve custom reports outside the current scopes?

    3 votes
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  5. Include also zero balances account in result

    When an account has a zero value in the P&L Report (but also in all others), it is excluded from the returned data.
    The request is to provide in the result all accounts, even if they have 0 balance and/or no transactions

    3 votes
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  6. Sort your reports out

    Why are Xero reports so frustrating??? Is it just me?
    Another one that has wasted extreme amounts of time, the vat audit report.
    Why is it spread over a ridiculous area so you have to view it in wide view to see any useful information. What is the point? It fits it on a normal view then expands itself and you lose half the useful information?

    Then you have to randomly click all the blue underlined options to find the ONE that drills down to the detail. You check what you need to - ie why the hell there are…

    3 votes
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  7. Add the date a transaction is created/finalised to appear on all reports as an option

    I have clients that do there own bookkeeping but are on partial exemption VAT and they are forever changing things in prior VAT periods. It would be useful to have a date of the transaction in all reports as it would be easier to make the required adjustments. This also relates to aged debtors/creditors and transaction reports as it would speed up the process of identifying any new transactions that were posted in earlier periods.

    3 votes
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  8. Create API to get information from Inventory reports (sales by item)

    I would like an API which tells me the same information as I can see in the Sales by Item report, this would mean I can see how much I sell in a month, or selected dates, of a particular item.

    For example I have an item called hourly rate I would like to GET the total invoiced in the month for hourly rate

    3 votes
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  9. Generate reports by using specific identifiers in the "reference field"

    As a building business it would be nice to ascertain the costs of a specific build/client to ensure the company is on track with profit/loss per project.

    When I started out in Xero, and when all purchases were been entered in as drafts, when a certain reference was entered, such as the client name or job number, a running total was always displayed as to how much was spent on a particular build/client.

    Ironically once the purchases were approved and/or paid, upon typing the same specific reference, would no longer provide a tally or what was spent, to be paid…

    3 votes
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  10. Budget Variance Report via the API

    I would like the Budget Variance Report to be available via the API:
    https://central.xero.com/s/article/Budget-Variance-report

    It is not listed in the reports available from the API
    https://developer.xero.com/documentation/api/reports

    3 votes
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  11. Is it possible to have the Management Report and more budget reports available to export via API?

    I use QWD and would like to see the Management Report exportable as well as more budget reports eg budget per month from budget manager.
    This would allow far more flexibility in building reports and dashboards.

    3 votes
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  12. add an option BankSummary to include accounts with zero balances and no transactions

    When an account has a zero balance and no transactions for the specified time period in the Bank Summary Report, it is excluded from the returned data.

    The request is to provide an optional parameter, 'includeZeroBalances' or the like, that includes these accounts and displays them in the report with zero balances.

    2 votes
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  13. create a new report for suppliers customers

    We need a report which can show all activity in suppliers/customers ledger by date ie invoice date, description, payment date. I cannot see anywhere a report like that which would be very useful.

    2 votes
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  14. Add the "Analysis Code" field to the Bank Statement report end point

    The bank statement report API works great. For each bank line it has the date, amount, particulars, code and reference fields, however the "Analysis Code" field is not available, although it is available via the normal Xero interface on the Bank Statement view. Sometimes this field contains important transaction identifying information. Please make this available via the Report API.

    1 vote
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  15. Ledger for particular account shows corresponding Accounts

    Existing General ledger report gives understanding Summary/detailed Dr and Cr amounts but it does not tell you which Accounts are involved in transactions. Ability to create Summary Ledger for particular Account that shows correspondence with Accounts according recorded transactions. It is very useful to find mistakes if your allocations were wrong. For example, when you created bill and mistakenly choose wrong GST type or expense Account. Another good reason for monthly/quarterly reconciliation AR/AP. For example, creating AR ledger you will see aggregate or detailed amounts of Bank/Cash accounts, GST and Customer deposits. If you made mistake when you reconcile bank…

    1 vote
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  16. Get a Summary Tracked item sales report for a period

    Currently the "Inventory Item Details" report shows all the sales per item, but very difficult to work with. Can you please incorporate a Slaes for the period column in the "Inventory Items Summary"

    1 vote
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  17. fix the Balance Sheet report via the API to support periods and timeframe

    You have recently completed "fix the Profit and Loss report via the API to support periods and timeframe", but not for Balance Sheet.

    This means can't do weekly cashflow reporting as balance sheet items are end of the month only which defeats the purpose of the P&L fix as need to balance this across to the balance sheet.

    Should be able to do as at any date.

    BUT can do this report via the Xero Reports in Xero. Needs to be consistent.

    1 vote
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  18. report

    I would like the Receivable Invoice Detail report exposed to the API, if possible. Right now I have to generate the report (with some custom settings) and export it in order to copy over sales data on specific SKUs to our custom system so we can do some analysis on those items. This is all a manual process, and it would be so much nicer to be able to automate it to run as a daily task that uses the API. Thanks for your help!

    1 vote
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  19. 1 vote
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  20. indigenous employee report

    Add an employee flag for indigenous/non-indigenous to allow reporting of the number of indigenous employees for all payroll type reports. This is grant reporting requirement for indigenous corporations.

    1 vote
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