4 results found
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 budget802 votes
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
for the purpose of knowing if a customer have overdue balances - so would need to return current balance and overdue amount.158 votes
You can now retrieve the outstanding and overdue amounts for individual contacts. See http://developer.xero.com/documentation/api/contacts/ for more details on contact balances.
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
It is now possible to request read-only access for your app using scopes in OAuth 2.0 https://developer.xero.com/documentation/oauth2/scopes
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
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