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Accounting API

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  1. .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
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  2. Allow uploading of documents (my use case is Invoices) from cloud storage. Currently you can provide the document content, but it renders as a blank document in the viewer.

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  4. Our customers / product requires the ability to filter by null/blank guid fields.

    For example, the Invoices endpoint has a RepeatingInvoiceID field. We have customers that need to find all invoices that DID or DID NOT originate from a repeating invoice.

    The logical approach would be via the where clause using one of the following syntax.

    ?where=RepeatingInvoiceID != null
    ?where=RepeatingInvoiceID == null
    ?where=RepeatingInvoiceID != ''
    ?where=RepeatingInvoiceID == ''

    This not only needs to apply to invoices but all endpoints (e.g. the invoices BrandingThemeID, the bank transactions OverpaymentID or PrepaymentID, etc.)

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  5. Add ability to delete bank transfers through the API

    Currently you can only create them and not delete them or the associated transactions

    1 vote
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  6. We use Breadwinner to sync Xero to Salesforce. In Xero for an individual invoice we can see the History and Notes. We want to surface that data within the Invoice record in Salesforce.

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  9. Please create a webhook to be notified when there are changes in the Chart of Accounts

    https://developer.xero.com/documentation/guides/webhooks/overview/

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  10. I wanted to inquire if there are any plans or possibilities to expose APIs for wip and staff capacities in XPM. Such an API could be incredibly valuable for integrating with our internal tools and streamlining workflows.

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  11. The Xero API supports creating and getting Bank Transfers through the API

    It would be nice to have the ability to update and delete Bank Transfers through the API

    Original Post: https://github.com/XeroAPI/xero-python/issues/167

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    1 vote
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  13. The data pulled from Brex in the reconciliation dashboard is not sufficient to reconcile Departments & Locations. Can you add these fields in your API so they are pulled from Brex and included in the Description field? The description field currently lists the vendor again (which is redundant) but it does not list other important fields, such as comments, departments or locations. Can you add these fields in your API interface/pull

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  15. Once invoice is paid, invoice line item tracking category may be updated in Xero system, but can't make it work via API. I keep getting "This document cannot be edited as it has a payment or credit note allocated to it." error instead.

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  16. I’m currently working with the Quotes endpoint (https://api.xero.com/api.xro/2.0/Quotes) and need to retrieve multiple quotes by their QuoteNumber.
    Could you confirm if there is a way to fetch multiple quotes in a single request filtered by QuoteNumber?
    Alternatively, would it be possible to support the where filter with OR conditions for multiple QuoteNumber values in future updates?

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  17. With the introduction of the MANDATORY OPTIMISED FILTERS, some Xero customers that raise many ManualJournals can no longer access them via the API because the DATE field is not included as an optimised filter.

    It's imperitive to be able to filter all transactions by date.

    As such, all endpoints should have DATE field optimised.

    This ensures we can do things like the follow snippet to pull a single month of data without it putting strain on the xero servers.

    ?where=(date >= DateTime(2025,02,01) and Date <= DateTime(2025,02,28))&page=1

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  18. While creating the sales invoice via API, usually we check if the contact is already created or not, to search the contact the name/keyword must be used in the same case that is available on Xero, if its different then it will not search.

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  19. Our customers pay money in advance for us to hold and later use to pay for different services.
    Their reason is they have a budget allocation at the beginning of every month which they later use for a varied services with us.
    We can only keep the money as Overpayments as this has no tax impact.
    Customers need however a receipt in advance, to use before their finance department to actually make the payment.
    We need this functionality in the API to avoid messy manual work in parallel to Xero.

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  20. For performance purposes and to keep the amount of data in transit down, it would be good to enhance the Invoices and other endpoints to allowing filtering on LineItems.

    For instanced, AccountCode, ItemCode or TrackingCategories.

    This will allow devs to query a smaller subset rather than pull all invoices.

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