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Accounting API

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20 results found

  1. Expose everything via the API

    Everything visible in the web interface should be exposed via the API. In fact ideally the web interface itself would be a client of the API, which would ensure that all useful technology is exposed.

    545 votes
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    We’re closing this request out and asking that developers suggest or vote for the specific features you’re after as it’s easier to get feedback to you on each request this way and also free up your votes. I’d like to reassure you we’re committed to offering the best API we can.

    Tony Rule
    Product Manager, Xero Developer API

  2. Automatic credit card billing for recurring invoices

    You currently allow invoices to be paid using credit card (DPS, PayPal etc).

    If it's a recurring invoice (particularly if it's monthly) it'd be great if the client could opt to be billed automatically by credit card.

    55 votes
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  3. Let an API link Xero bank rules to Excel, for big time savings

    If this only let us export, import, create and delete, it would quickly give big time savings, avoid many errors and encourage better rule coding. However, its value will grow exponentially as we use the combined rules, of many clients, to copy rules between them and new clients. This could soon give all Xero users local and national Excel rule libraries. Their rules could reference rule creators, both for support and to encourage library contributions. The reputation of the rule creator, forum comments on each rule and the Likes (votes) of users will encourage much wider sharing of much better…

    22 votes
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    The API is not suited to this purpose, this would need to be built in the main application in order for users to import/export. It could be exposed via the API also later on, but for now, the best place to show support for this functionality is in our community forum: https://community.xero.com/business/discussion/65371/

    This forum is specifically for developer API functionality (exposing existing Xero functions through the API).

  4. Add a payment gateway such as sagepay so that payments for invoices can be taken via Xero

    It would be nice to beable to take a payment over the phone using a virtual terminal from within Xero.

    Adding a take payment now button when an invoice is approved and adding a payment gateway such as sagepay for this would be very useful.

    21 votes
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    For developers looking to integrate a payment system themselves (including SagePay) they can do so using this guide we have provided: http://developer.xero.com/documentation/api-guides/payment-services-integration-with-xero/

    While providing an integration to SagePay as part of our payment services feature in Xero is not currently on the roadmap, you can raise and vote on a feature request for it in our Xero community: https://community.xero.com/business/topic/23/

  5. Make the due dates of bills available as a calendar feed

    It would be great if I could hook up the due dates of the bills that I have added to Xero to my Google calendar. It would help me more easily keep track of when I have to pay my bills by. Doesn't have to have much detail in it. Maybe just the number of bills due on a date.

    3 votes
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    This forum is for API features and I’m afraid this does not include features like this. The good news is that there is already a 3rd party application providing a connection between Xero and Google Calendar: https://zapier.com/zapbook/xero/google-calendar/2516/create-google-calendar-event-from-xero-invoice/

    If you are keen to see this as a feature within Xero, you could make a request in our feature requests forum: https://community.xero.com/business/topic/23/

  6. Make contact clickable hotlink when entering a bill / sale so you can check details/financials current

    After you have selected a contact for a bill, invoice, quote etc, put a hot link or button to be able to edit / view details (address, financial) without having to keep going into contacts and searching for the contact checking and returning

    3 votes
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  7. Fast way to reclassify bulk transactions from any type of account, location, or class in Xero.

    We need a fast way to reclassify bulk transactions from any type of account, location, or class. QuickBooks has the Reclassify Transactions feature and Xero should have the same.We also need the ability to change account types for bank accounts to any Asset, Liability, Equity, Income, and Expense accounts. My suggestion, give us Xero Partners accountants tools like QuickBooks does for us. Our clients do not get these tools, but QuickBooks ProAdvisors get them. Xero can do the same for us Xero Partners.

    3 votes
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  8. Statement list without zero amounts showing

    When listing the statements in accounts receivable to print or email could there be a button to select 'no zero amounts shown' so only the debtors with amounts owing show

    This would be so much easier to select statements to print or email at the end of the month

    3 votes
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  9. In History & Notes > Created or Reconciled by System Generated, could it be the name of Xero account that login.

    In History & Notes > Created or Reconciled by System Generated, could it be the name of Xero account that login.

    3 votes
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  10. The ability to approve purchase orders, invoices and bills using the Android app

    I would like to have the ability to approve all invoices, bills and PO's that have been submitted for approval using the Android app on my phone. Instead of what I have to do not which is to login to the Xero website through my phone and navigate the small text to painstakingly reach the item that requires approval.

    3 votes
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  11. allow use of the enter key to move through the fields when inputting data

    Currently you have to tab across but when entering lots of numerical data it is much quicker to use enter on the number pad instead

    2 votes
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  12. The ability to include all open invoices with the statement...

    This can either be in the same PDF, or links within the statement PDF. This would avoid asking us for copy invoices, even though they have been sent to them...

    1 vote
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  13. Disable browser autocomplete on global search field

    Could the front-end devs please add an autocomplete=off attribute to Xero's main global search input field like so:

    <input type="text" id="queryInput" value="xe" autocomplete="off">

    The browser's native suggestion dropdown covers the Xero results, which is usually blocking the item you actually want to click on.

    1 vote
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  14. a file upload option in Xero Community

    there should be file upload option in Xero discussion form so that we can share screenshots with Xero experts to better explain our issue.

    1 vote
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  15. Add visibility of Quotes to the Main dashboard - Alongside Invoices.

    Add visibility of quotes summary to the Main dashboard - either under:

    "Invoices owed to you" - replacing "draft invoices" or adding alongside "draft invoices".

    or

    a stand alone "Quotes Summary" section

    Now we are using quotes - we have no further need to use "draft invoices". But have No visibility of quotes from the Main Dashboard.

    1 vote
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    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/

    We do already have a request thread on this topic: https://community.xero.com/business/discussion/7973127

  16. page numbers

    Have the page numbers and "jump to page" option at the top as well as the bottom.
    So you don't have to scroll to the bottom on each new page.

    1 vote
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  17. 1 vote
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  18. Make it possible to back up and restore xero at any point

    Xero makes it very difficult to undo transactions and postings if they have been done incorrectly. Could you make it so before handing xero over to clients you could take a back up of the accounts which you could then restore if nessacery and overwrite any mistakes made.

    Thanks

    Jasmine

    1 vote
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  19. Have integration with or an import function for Quotewerks

    Create a partnership with or API for quotewerks to be able to import or synchronize invoices and purchase orders from quotewerks to xero and visaversa.

    1 vote
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  20. open standards data & document formats

    At the moment I can import & export financial data via an Open Standards CSV format (& well-documented API's), which is great for interoperability with other systems :)

    Unfortunately this is not carried through universally, such as Custom Invoice Branding, which is reliant on ms docx formats.
    This excludes a significant potion of my own customer-base (many SME's/SMB's reducing overheads) that are increasing not making use of manu ms-based technologies (i.e. office), and are increasingly moving toward more "cloud-based" solutions, such as Google Docs (sample docs are an absolute mess in GDocs) & Open/LibreOffice.

    Please add support for common, Open…

    1 vote
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