Accounting API
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45 results found
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expose organization details via API
A application that I am working with needs organizational details after connecting to xero, Most of the info we need is available, but several fields exist in the Organization that are not yet exposed via API
Can we get APIs exposed for Description and Email Address?
Also, logo might be nice too if possible.
6 votes -
Provide the OpenDate and ClosedDate in the Projects endpoint
The Projects endpoint of the Xero Projects API does not include the OpenDate and ClosedDate as fields.
These are useful for users to report with and should be included.
4 votes -
4 votes
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User Login History
Looking to export User Login History - either from a practice point or from the Xero Organisation point - you can find this information in Settings > Users > Login History, but I can't find a way to export via API.
4 votes -
Give detailed validation responses
When adding Customers response with what Name is a duplicate,
With Email Addresses give the email address that failed validation, I have a list of +-20 valid email addresses but Xero seems to believe one or all are invalid3 votes -
Be able to print an overview of quotes and invoices
If I want to print an overview of quotes and invoices, I have to "print screen" it would be great to have a print overview button
3 votes -
Filter reconciliation to show only monies received
When one is a bit behind on the reconciliations I think it would be useful to be able to filter the statement lines which need to be reconciled to show monies received only so that invoices can be quickly reconciled and overdue invoices sent off to clients. This would save trawling through pages of statement lines or searching payments in online banking then searching for that transaction among the reconciliation pages
3 votes -
Allow rules to apply to invoices coming through the API (especially Vend)- So you can automatically add account codes, analysis codes etc.
Rules to apply to invoices recived through the API - analyisis codes
3 votes -
Ability to store previous company names
sometime if one person in the office is looking for a particular company by its previous name, this happens from time to time and the name has already been changed in WFM or Xero then you have to switch to Companies office to find out the new name.....
if you had something similar to companies office where you could have a previous name list so that when you search, if you search an old name it will still bring up the client.
also some of our clients use an alias as to avoid public actually knowing their real name, most…
3 votes -
Date of last VAT return
For UK VAT registered organisations, allow the date of the last VAT return submitted to be exposed via the API
2 votes -
Schedule of Planned Payments
The Schedule of Planned Payments shows a total of the bills in £ Sterling. However we pay some bills in Euros, the total needs to show in Euros for those invoices.
1 vote -
allow Xero-to-Xero connection to reconcile balances between connected companies.
I'm new to the concept of connected companies, despite having about a dozen related companies all on Xero for several years. Until now, we've manually captured the invoices that get raised between the companies.
Is there not a dashboard tool of some sort that could get added, so show the balance owing in one company vs the balance receivable in another, thus allowing easy confirmation that the balances reconcile and that all transactions have been considered by both parties?
1 vote -
Extend Bank Transfer transactions API so that all fields available through Xero's UI are also supported through API
Currently only 4 fields are supported through the API for Bank Transfers transactions – Amount, From Bank Account, To Bank Account & Date.
It would be great if the remaining fields that are available via Xero's UI could also be supported in the API:
API - namely:
- From Account: Accounts Export Branch
- To Account: Accounts Export Branch
- Reference
- 2 Amount fields (if From & To bank accounts are in different - currencies).1 vote -
Be able to filter out archived items such as Pay Items
.NET SDK has removed "JOBKEEPER" as an Allowance item. However, when retrieving Pay Items, an archived item with that type is retrieved, meaning the retrieval of pay items fails via the SDK.
Should be able to filter out archived items when retrieving data.1 vote -
fix bug - universal search for numbers ending in "00" eg "2300"
when using the universal search, the search never finds invoices or bills ending in 00. For example search for invopice number "2300" this will return zero results. If the search is conducted from within the Sales search the invoice can be found.
This issue also relates to Purchase orders and bills ending in 00
1 vote -
Cash Flow Forecast
I would like to be able to do a monthly cash flow projection. I would start with the cash flow from the past 12 months. I would present the average for each line item and give the forecaster the option to increase or decrease the figure for the coming 3 months. It would need some work to break out the revenue figure by account and to give a way to put in a projection for accounts or opportunities yet to be won by the sales team.
1 vote -
1 vote
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Add If-Modified-Since optional parameter to Xero Projects APIs
We are trying to sync customer's Tasks across Xero Projects, currently we have to poll for all Tasks on each Project. Some customers are using 200+ 'active' (state= INPROGRESS) projects, however they are only adding 5-10 Tasks a day spread across these projects.
If we were able to query the /projects endpoint with a 'If-Modified-Since' parameter (or header) and the result only contained projects either updated direct or those that had associated Tasks added/edited, then we would only need to call /projects/:id/tasks for those ProjectId's, likewise if this endpoint also could be queried with
If-Modified-Since
then only those new Tasks…1 vote -
Shortcut to PO's
I would love to have as short cut straight to Purchase orders from the main dashboard. :-)
1 vote -
Custom IDs
Add a custom ID for all Objects on Xero.
We're building a system to manage and sync data across multiple platforms, and we're having many issues keep data in sync with bulk inserts and writing back to our own IDs. For example when bulk inserting payments we cannot match them to the payments on the system as there is no unique number we can pass through and no other field is reliable. Due to the API rate limits we're forced to use Bulk inserts so we cannot update on an individual basis.
1 vote
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