Accounting API
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541 results found
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Reconciliation API
It is very important to add an API that would allow us to pull the reconciliation data in order to connect it to our customized platform where we can add more AI logic which will make reconciliation much faster and easier.
We can pull all bills and invoices, and it would be great if we can integrate the reconciliation of Xero in order. this way our developers can implement the logic that works for our business15 votes -
Be able to filter by items inside a list. e.g. Filter invoices by Line Item's Tracking Category
Be able to filter by fields inside an object which has lists. Such as Invoice's Line Items.
These fields contain important information such as tracking category, amounts, totals which would be a good functionality if one is able to filter using these information so to create more detailed reports14 votes -
Lets make the integrations with client details seemless
Challenge:
We love using Xero there are so many pluses! But…we also use add-ons which integrate with Xero. When information is pushed and pulled through, if our clients have misspelt their company name, or even written Limited as Ltd (or vice versa) it creates a whole new client in Xero even if the client currently exists (eg.if purchasing tickets through Eventbrite). We have three integrations going so this can happen three different times and for our administrators and accounts team…a logistical nightmare .
Solution:
I’m pretty sure a code can be developed that recognizes elements in a company name (or…
13 votes -
Update Bank Transaction created by Bank Transfer
When you create a bank transfer, two bank transactions are created one on each bank account. There is no way to edit or reconcile the bank transactions that are created via the API. I would like the ability to do that.
13 votes -
make reporting api developer friendly
The Xero reporting api needs an overhaul to enable to report content in a format that makes it much easier to parse and retrieve data from it. The current way the data is represented requires custom parsers to be created at the consumer's end
13 votes -
Webhooks - support for Payments endpoint
Now that the Webhooks for Contacts and Invoices is in open beta please add support for the Payments endpoint as the next endpoint to be supported. Many of our customers need to be notified when a customer has paid an invoice and update their internal CRM systems. Would love to be able to do this without having to poll for new payments.
13 votes -
Invoice/Webhook - When posting Invoices, be able to set a flag to stop the Webhook from sending the same data back
With Webhooks enabled, it is pointless to have the webhook send the same data back to us when we are posting the data to Xero.
13 votes -
Enable the total number of units across all line items on an invoice to be automatically calculated.
Enable the total number of units across all line items on an invoice to be automatically calculated.
13 votes -
add the ability to trigger email of creditnotes to customers.
We can trigger emailing invoices from XERO to the customers email address, using the /email end point on the INVOICES api. We urgently require the same functionality for credit notes and we do not understand why this feature was not extended from invoices to credit notes. Urgently required for customer integration project.
13 votes -
Allow Paging for Journals GET
Please consider adding Paging for the Journals GET.
Journals represent a considerable size of data when extracting for e.g. a full financial year.
Alternative solution could be filtering options.
It would be beneficial to be able to either FILTER for a range of data or PAGE the data (for timely returns from the web service).The modified-since and offset options only allow for smaller, recent datasets, not for smaller ranges of data from for e.g. the previous year.
Eg.
Extract Journals for April 2015.13 votes -
Return TrackingOptionId from GET BankTransactions
TrackingCategories returns IDs for both categories and options as follows
<TrackingCategory>
<Name>My Category</Name>
<Status>ACTIVE</Status>
<TrackingCategoryID>a020cd2b-31ac-49a4-b459-f8ffbe854e7c</TrackingCategoryID>
<Options>
<Option>
<TrackingOptionID>dc167d85-6c3a-4261-b7f9-4fda00c2e38d</TrackingOptionID>
<Name>My Option</Name>
</Option>GET BankTransactions with a bank transaction id specified returns both the category id and name, but only the option name (no id).
<Tracking>
<TrackingCategory>
<Name>My Category Name</Name>
<Option>My Option Name</Option>
<TrackingCategoryID>23333b58-b938-479c-9bdd-5a599bec698c</TrackingCategoryID>
</TrackingCategory>
</Tracking>12 votes -
Add User element to Invoices API to allow Suppliers to approve system generated invoices
Added to wrong section, moving here to Invoices.
I'd like to generate draft Bills for my subcontractors via xero api, and let them review and submit the invoice. If the User element is exposed like it is in expense claims, then the invoices will be available to the users that it is attached to, and have the draft invoice role.
12 votes -
Open up the Pay Run (Global) to the API
It is currently not possible to get/post/push data related to the payrun for the global edition. This limits integration with systems who can help with the administration of the payroll.
12 votes -
Add total discount on invoice
My client need to add total discount on entire invoice rather than giving discount on each item.
This would be great if we have such option.
Thanks
Sanjay12 votes -
MyXero API - read, create, update organisations associated with my account
Provide an API that replicates the features of My.xero.com where a user can see all organisations connected to a user login, create new organisations and update organisation details.
12 votes -
Get address lable for my organization
When I create new delivery address for new PO I am able to specify its lable. However when I try to obtain available addresses from my company settings I cannot find address lable only address type. For all delivery addresses this type is the same: DELIVERY.
We would like to list company addresses the way it is done during Purchase Order creation in Xero. The problem is that API does not send back the "Label" of the addresses (bold text like "Postal" or "Physical"). These labels are very important since they are used to set some meaningful name to the…
12 votes -
Assign Linked Transactions to Projects via the API
Using Projects would be a great solution for my company, but without the ability to assign billable expenses to Projects via the API, they are not useful to us.
12 votes -
Tracking CategoryID/OptionID parameters in Trial Balance endpoint.
Adding in the tracking CategoryID and OptionID parameters to the trial balance endpoint would allow for easier & more detailed analysis across multiple tenants in client-specific use cases. The capability exists in the UI via the "new" Trial Balance, so there's a disconnect between the expected level of detail one can get from the UI vs. the API.
12 votes -
include the optionID in the "Get budgets" operation
According to the developer reference here https://developer.xero.com/documentation/api/accounting/budgets
The get budgets operation should include both the tracking category option name and ID.Currently, only the name comes through which means we are forced to name match unless we validate the names via a seperate API call before trusting that budgets are for specific options.
This method we are forced to use does not account for name collisions.
12 votes -
Allow support for html content in the line items description via API.
When invoices are sent to XERO from ProWorkflow, the html characters are showing on the invoices as tags rather than getting rendered properly. Some of our customers who use ProWorkflow and XERO heavily also use the html content in their line item descriptions which obviously causes issues for them as the invoice doesn?t look the same anymore.
I was wondering whether you guys had any thoughts or plans on how we can send html content in the line items over to XERO without stripping all the html characters and get them displayed properly in XERO?
11 votes
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