Skip to content

Accounting API

Welcome to our official feedback forum for the Xero Developer API.

The Xero Community site is the best place to submit feedback for improving Xero Business

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

4 results found

  1. Budget summary report by budget

    The current budget summary API report (http://blog.xero.com/developer/api/reports/#BudgetSummary) returns the overall budget summary report. Within Xero, you can create additional budgets which can be filtered by tracking category. This request is to:
    - Provide a Budgets API endpoint
    - Allow the budget summary report be filtered by budget

    802 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    88 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi all,

    The GET budgets endpoint is now live, but is available exclusively to App Partners who have migrated to OAuth 2.0 and entered into the new App Partner Program https://devblog.xero.com/getting-ready-for-xeros-refreshed-app-partner-program-6e09fa36fce8

    The retrieve budgets functionality will be generally available to all integrations on OAuth 2.0 from April 2021.

    Note: the new App Partner Program is currently under invite-only Beta with full launch expected to be late 2020.

    Checkout the documentation here https://developer.xero.com/documentation/api/budgets

    Thanks
    Keertika

  2. be able to get customer balances via the API

    for the purpose of knowing if a customer have overdue balances - so would need to return current balance and overdue amount.

    158 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Add read-only access to accounting numbers for use in other systems

    I have an internal system that handles all the other metrics for our business, but the financial data is missing.

    We could either hand-enter the necessary data or build some sort of import functionality, but it would be best to query Xero directly so I can use that data in my internal system.

    Thanks for listening!

    93 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. fix the Profit and Loss report via the API to support periods and timeframe

    The Profit & Loss report via the API will only show a summarized total for the timeframe specified which is inconsistent with the P&L report available on the website. Adding 'periods' and 'timeframe' parameters similar to the Budget Summary report should resolve the issue.

    37 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    completed  ·  4 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base