62 results found
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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 -
Get-BalanceSheet API for reporting should spit out data as of the input date parameter
I've been working with GetBalanceSheet reporting api, I realized while fetching data for all dates and found out that it is returning data pointing to the last date of the month in the input date.
Example:
Get-Balancesheet API
date: 10/24/2021 (mm/dd/yyyy)API returns data as of 10/31/2021 instead of 10/24/2021
Get-IncomeStatement does not have this issue.
1 vote -
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 -
Make it possible to run a report featuring all account codes including those with zero balcance
When one is running a Cash Summary or Profit & Loss, why not make it possible to view & export the report featuring all active account codes?
This would save a lot of time formatting excel sheets if the rows lined up every time. And it seems like a simple fix, just add the checkbox:
"Run report featuring zero balance active accounts"
1 vote -
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.
1 vote -
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
1 vote -
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 -
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…1 vote -
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 -
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 -
Trial Balance Report - Add Parameter to specify sort order
At the moment the Trial Balance report via the API can only be sorted by Account Name. I would like to see a new parameter to allow us to specify the sort order for the report, e.g. by Account Name or Account Code. These are the same options available in the Xero UI.
1 vote -
1 vote
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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 -
Unpaid Hours Report - Payroll
There should be a report to list the amount hours and a memo/notes for "Other Unpaid Leave" taken by employees.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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have ability to create report sets so dont need to run 5 individual reports for pay runs etc
have ability to create report sets so dont need to run 5 individual reports for pay runs etc
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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1 vote
As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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The screen should return to the report you were looking at after you edit a transaction instead of having to start over every time.
As a bookkeeper I need to be able to pull a report and edit transactions from there. However, every time I edit and save a transaction it brings me back to the dashboard instead of the report I was looking at and I have to start from the beginning to re-pull the report I was looking at. What should be a one step fix is now a 5 step process.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Add an OData interface to query live transaction data directly from Microsoft Excel
Microsoft Excel is an essential tool for all accountants. It can be easily configured to consume an OData data source. OData is a standardized protocol for creating restful data APIs. This XML-based protocol supports the ability to create filtered data streams. By exposing live transaction data through a secured, well-engineered OData API, you will be adding massive value to your customers accounting data. OData combined with Excel Pivot Tables and PowerPivot creates an incredibly potent analysis and reporting tool. All your customers already own Excel. PowerPivot is a free add-in from Microsoft. All that's needed is an OData API and…
1 voteWe have no plans to support OData, preferring to stick with our technology agnostic web services API with OAuth authentication.
There are however, a number of commercial add-ons available using our API, providing Excel integration:
http://www.businessbackbone.co.uk/xero-excel-reporting
http://www.quickwindevelopment.com/addons/excel-integration-tools/ -
create Purchase Order reports
Currently there is no way to report on the status of purchase orders, or details of what has been ordered. I think we should have a basic report exportable to excel with the following headings:
PO number,
supplier,
details of items on order,
date raised,
date due,
amount,
total,
gst,
grand total,
status,
person who created the PO.1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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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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