Accounting API

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  1. Enter budgets via the API. Both historical and current.

    This would allow us to build tools to do bulk budget exports for multiple periods from our current system. (I think that budgets import might be coming through the user interface anyway, in which case this isn't really needed).

    153 votes
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    not planned  ·  14 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Be able to retrieve & e-mail statements to receivable accounts via the API

    E-mailing updates to receivable accounts about their payments via the API would be very useful. Via the web interface, this is possible by sending a statement. API request is to be able to retrieve a statement report and email it via the API

    108 votes
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    not planned  ·  7 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Create & update credit card type accounts

    At the moment it is not possible to create or update an account in the chart of accounts that is of 'credit card' type - this request is to track progress on this feature.

    107 votes
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    3 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Please add Purchase Orders to the Webhooks system

    This would allow us to locally sync purchase orders and reduce API usage and increase speed.

    51 votes
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    5 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Please add Credit Notes to the Webhooks system

    This will enable us to sync credit notes locally as well as the invoices.

    15 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show AccountID in LineItem in Invoices API

    Include AccountID in LineItem in Invoices API.

    Currently only AccountCode is shown in LineItems. Absence of AccountID renders cached invoices invalid when account's code is changed. Moreover, there is no guaranteed method to determine whether cached invoice became invalid.

    After modification of account code certain cached invoices may have outdated account codes pointing to non-existent accounts. Or, what a horror, to different existing accounts, if previously-used account code was recycled. The latter is horrifying because if cached invoice points to non-existent account one may simply refetch the invoice, but if account code was recycled, there is no way to figure…

    12 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. External Id fields on Contacts, Invoices and Purchase Orders (or URLs for all)

    I have spent the past couple of weeks building a pretty hefty integration for a client to integrate their Salesforce platform with Xero.

    I have now hit an issue as the client wants to specify a String field to be pushed as the reference... This was not an issue with the Invoices as we used the URL field to define what Salesforce record needs to be updated form the API response.

    This would be a very good thing for developers to have a specific "External Id" field so clients can do what they like and we have one for ourselves!

    11 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Query webhook status via API

    After checking in with Xero support there I found there is there no way to poll the webhook status.

    It is important to us that the webhook remains "OK" and we have had situations where it has disconnected due to changes in our software that did not go noticed which has required manual reconnection.

    If we are able to query the webhook status then we can hook this up to our monitoring and react accordingly.

    10 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Be able to change the ReportingCode on an Account

    It is currently not possible to update the ReportingCode and ReportingCodeName on an Account via the API.

    We would find it useful to correct discrepancies in the assigned reporting codes automatically via the API

    7 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Support BankTransaction.reference on GET request

    According to BankTransaction documentation found at https://developer.xero.com/documentation/api/banktransactions
    Reference is currently supported on Receive and Spend transactions.


    Reference Reference for the transaction. Only supported for SPEND and RECEIVE transactions.

    Is there a reason why this is not supported?

    When I create a BankTransaction through either Xero UI or API, reference is stored and shown on UI; however, it is not available through BankTransaction API.

    7 votes
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    3 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. add an intercompany loan account

    I have a few clients who have a Group of companies, transactions between them are posted through an intercompany loan account, which needs to be reconciled. It would be great if transactions posted to that account appear in a linked company and a check is made to show that the loan accounts balance.

    5 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. invoke receipt sending via API

    The sending of receipts is fine for one off... but when there are many, it becomes tedious. Could it possibly be enabled to be invoked from the API, so that a whole lot could be sent automatically?

    5 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. XERO for your Business

    We at Rayvat Accounting have expertise working on XERO accounting software. We are partners with XERO and service many Australian clients on XERO.

    Rayvat Accounting provides quality XERO bookkeeping services to its clients on Xero. We are advisors on Xero Platform.

    See my work: http://www.rayvataccounting.com/work-methodology/xero-for-your-business/

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Approvals screen side by side view

    It would be useful if invoices appeared in side by side view On the approvals screen to allow for easy checking and adjustments to data pushed in from OCR providers.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Make an option to view/print purchase and sales bills in the organisation's base currency

    Make an option to view/print purchase and sales bills in the organisation's base currency

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Linked Transactions via API - multiple in one call.

    Linked Transactions are limited to one per call via the API. This results in having to make a great many API calls unnecessarily. For instance linking the invoice line items to a project after several invoices with many lines are added via API will require many more calls than are allowed. For now I will have to put in place a costly work-around to trickle in the linked transaction calls.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add current assets register

    Similar to the fixed assets tool, we need a way of amortising prepaid things like yearly software subscriptions
    A system similar to the fixed assets register depreciation tool, a current assets register could automatically track and consume prepayments according to a defined schedule

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Remove personally identifiable information from error messages for compliance

    API error responses in Xero contain a substantial sack of unnecessary XML which complicates compliance with data-privacy legislation (GDPR for example). Included in the error response is the original request XML. The original request will most likely contain personally indefinably information which means these messages require substantial filtering before being returned into logging systems or error notification infrastructure.

    In some cases the error message itself contains customer information i.e. <Message>The contact name Bob Smith is already assigned to another contact. The contact name must be unique across all active contacts.</Message>. Perhaps in these examples it would be better if…

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Xero datya for regulatory reporting

    We use Xero as our main accounting system. Every month we have to produce a number of reports for the regulator. In order to do this, we need access to the account balances, debits and credits as they need to be aggregated and for various calculations such as yield and cost of funds. None of the API's provide this information and we have resort manually download various reports in excel format and then use these as input to our process.

    Adding the debits and credits to the Accounts API would be perfect and allow us to automate our processes.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Bank Statement Query-Click on searched transaction to enter details

    'Upon searching for imported/feed bank transaction, to click on said found transaction to enter/create details/transaction & reconcile'.
    I have a lot of US Dollars transactions that come through the credit card & bank account - I need to search for the AUD value before I can input it via the bank feed 'bank statement' tab. Many are once off suppliers, so no need to enter bills - esp as I dont get paperwork with AUD only USD. It would be great if I could then click on said found transaction to complete the process and reconcile. Even if it takes…

    2 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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