53 results found
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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.
3 votes -
Have the Aged Receivables API actually match the report in Xero
Just have the API produce the aging buckets like the report
3 votes -
Tracking Summary Report with Account Groups and Tracking Categories
Xero is awesome for Financial data management and manipulations. Its API providing the extra strength to Xero for integrating Xero with other webapps. Of course Most of the APIs are in still Xero Development Phase, But we need an extensive API for getting the reports(at minimum Tracking Summary Report) to make the use of tracking summary data inside webapps.
3 votes -
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 -
Allow API Access to run the Bank Reconciliation Report
In lieu of being able to interact with the Bank Feed information directly via the API - it would be useful to be able to run the Bank Reconciliation Report directly from the API.
The use case in mind is:
I would like to set up a proactive notification when there are incoming amounts that are not reconciled in Xero in order to prompt someone to go in to Xero and manually reconcile those items. This will help prevent our customers from getting automated invoice reminders when they've paid.
We're not at the point yet where someone is in Xero…
2 votes -
2 votes
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SIE file report/export
SIE is a universal data format to exchange accounting information between different systems.
Our auditor prefer having a SIE4 file, which he would import into his own system, to do the final revision and making necessary documentation for the government. W/o this file he has to tap in the data manually, which takes more time and cost us more money.
We would like to add the SIE file format as an alternative for export.
For mor information
https://en.wikipedia.org/wiki/SIE_(file_format)2 votes -
Add Income By Contact to Reports API endpoint
It would be extremely useful to us, if the Income By Contact report were to be requestable through the API.
2 votes -
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 transactions2 votes -
Contact's & Supplier's Transaction Report?
How can I get Contact's and Supplier's Transactions Report like general ledger?
2 votes -
Include account number on customer invoice report
Allowing the Customer Invoice Report to have an Account Number Field as more and more accountants use customer numbers rather than the customer name.
2 votes -
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 -
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…
2 votes -
Download Published reports in pdf format using api
I want to download published (customized) reports from xero using api and upload it to sharepoint.
2 votes -
allow endpoints for IAS & BAS reports
Make API endpoints for Activity Statement, Payroll Activity Summary and BAS Advisor report.
1 vote -
Include formulas in Balance Sheet report via API
Some lines in the balance sheet report are the result of formulas e.g. Net Assets. The formulas are included in the Excel export but not the API response
Include the formulas in the API response so that the same functionality can be replicated
1 vote -
provide richer data on your Balance Sheet Report (Report by Outlet/ Location)
The API does not return the location of the asset where it is tagged to currently
1 vote -
allow filtering in reports at the group level
A U.S. nonprofit's statement of activities groups expenses by activity, not by account. It would be helpful to be able to add an account to a blank report more than once so the account can appear under different groups, and to be able to apply a filter to each group by one or more tracking categories. This would allow us to create a report using the Blank Report template that mimics the statement of activities.
1 vote -
Get mapping of companies with all embedded integrations
Suppose, I have more than 500 companies to manage and each one uses different integrations eg: routable, adp, toast, square etc. How can I see which company is associated with how many integrations. I want to have a report or api that can provide me that information.
Otherwise, there might be a possibility that for example: "Company A" in Xero might accidently or by human error be connected to "Company C" in routable instead of "Company A". Having some kind of metric can help in auditing/correcting such things else it could be a recipe for disaster.
1 vote -
Get the percentage of income in the Profit & Loss API
The profit & loss api requires a % of income exported into their json it'll help report devs like me working on the custom reports to avoid complicated calculations on the reports and bring flexibility of data in the API
1 vote
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