45 results found
-
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.
2 votes -
create an export of overdue accounts which list the invoices and customer info for when it needs to be sent to a debt collector
being able to export the outstanding accounts with all the contact info, notesand invoice info for each customer that needs to be collected would be helpful
2 votesAs 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/
-
Increase size of Recent Organisations dropdown list
I currently look after 10 customers, soon to increase to 12. Under the Home tab there's a list of only 5 recently used organisations. This means I regularly have to 'search' for the organisation I need, which isn't very user friendly.
My limited programming experience suggests that the size of that dropdown list is driven by a paramer, currently set to 5. Assuming that is the case, it should be relatively straightforward to increase the parameter to 10, or even 15.
Can that be implemented please, to make life easier for heavy users like myself.
1 vote -
adding contact to contact group
In my app all im using Xeros Api for is retriving contacts from a group but i also want to add contacts to a group i can add a contact but not too a group this is critical for my application as it needs to use Xero for this information
1 vote -
Chart of accounts via API - bank accounts
As the Organisation creation wizard limits the import of Chart of Accounts to 1000 when they exceed this they need to be imported via the API. Causing additional pain to transfer the bank balance from the chart of account type pushed in via the API to a newly created chart of account to connect the bank feed to.
The constraints on the API is that the Credit cards and Paypal account types can only be created as type Bank Account type. This means that the client is unable to connect the correct Bank feed as the Account Type is incorrect.
…
1 vote -
Allow bulk retrieval of all outstanding balances by grouped contact
Currently we can get the amount owing by querying individual contacts. However, given the API limits this becomes impossible to do on a daily basis for reporting once a reasonable number of customers is being queried.
While it's possible it's better to do it in a web-hook-update kind of way when new information comes into Xero and is pushed externally, it would make more sense to me to have an endpoint that simply allows a contact summary to be obtained in a single API call which could have simple aggregates, like amount owing, shown.
1 vote -
make xero identify duplicate bills import from another App eg Receipt Bank
it would be great for Xero to be able to identify duplication with synching data from other applications. Xero just can not rely on third party.
it's going to be better selling point for Xero .1 vote -
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 schedule1 vote -
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.
1 vote -
Add assign purchases field to the bottom of sales /invoicing screen - this option is available in purchases but not sales.
Add "Assign purchases" field to the bottom of sales /invoicing screen - this option is available in purchases but not sales.
We assign expenses to customers while invoicing - If we have multiple trades it would make life easier if at the bottom of the sales invoice scsreen i could assign billable expenses here.1 vote -
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…1 vote -
Overpayment where filter doesn't seem to work
I am trying to query overpayments by GUID with 'Where' filter and it doesn't seem to work.
Where=OverpaymentID==GUID("d32...b4") -> does not return any
Where=Status=="AUTHORISED" -> returns rows as expected
.../Overpayments/d32...b4 -> returns as expectedIs this a bug or I am doing something wrong?
1 vote -
1 vote
-
Online ERP Software
Gain ERP offers enterprise class Accounting, Billing, Inventory and SaaS model services for the SMB market. The team leverages open source technologies and Google Cloud Technologies to lower project costs and strengthen the customers business.
1 vote -
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
1 vote -
Expenses - can we have multi currency on expenses please
Can we have multi currency functionality in the expenses module please.
1 voteAs 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/
-
Expand sales by Item reporting to show customer details so that a special product offer can be created and emailed.
Expand sales by Item reporting to show customer details so that a special product offer can be created and emailed.
Currently I need to copy and paste each email address and create an excel database to create the offer.
1 voteAs 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/
-
give the option for cashbook clients (that are cash coding) to add accounts to the chart of accounts - not just edit bank accounts
Giving the option for clients that have limited access to the partner edition GST or non GST cashbook, that have "cash coding" access - the ability to add accounts to the chart. At the moment clients can only add or delete bank accounts. Some clients I wouldn't want to give this option to, but for other clients we would and don't want to have to keep adding them for them.
1 voteAs 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/
-
have a pay now button to un lock suspended subsciptions!
i have a message to say my account is due on the 12th - 1- 2014, today is the 5th but you have suspended my account ? this is not acceptable sort it out please
1 voteThis developer API feature request forum is not the best place to ask for help – please email support@xero.com with as much detail as you can and someone will be happy to assist.
-
have purchaes owing displayed on dashboard , same as salesshows drafts and outstanding.
It is really great to be able to see outstanding Sales invoices and draft invoices. Would be fantastic if i could also see on the dashboard Bill amounts owing and outstanding.
1 voteAs 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/
- Don't see your idea?