720 results found

1. 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.

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2. Ability to configure the email (to, subject & message) when creating repeating invoices via the API

   It's great to see that creating and deleting repeating invoices is now available in the API. However, there was one crucial thing that was missed: There is no ability to create/define the EMAIL MESSAGE that gets sent with the repeating invoice.

   The documentation mentions “You can use the API to trigger the email of an approved repeating sales invoice out of Xero by setting the ApprovedForSending to true and the status to AUTHORISED.”

   The API has the fields SendCopy, MarkAsSent and IncludePDF, but there is no ability to define the actual content of the email.

   This has somehow been missed.

   In addition, there is no “edit” function via the API, so to edit a repeating invoice via the API we need to delete the current one and create a new one.

   If we do this, we need to be able to firstly retrieve the current email configuration (to, subject & message) and then post it back.

   So the following fields need to be added to both GET and POST methods.
   1. To (This is not always the same as the company default email set at the “contact” level. And sometimes we have inserted multiple addresses in there. So we need to be able to retrieve this field and post it back for the email).
   2. Subject
   3. Message

   Once these fields are available, we'll be able to use the new API functionality to allow our app users to adjust repeating invoices, plus creating new ones, plus export from one Xero account and import into another. This will be great, but isn't yet workable until we can also define the email that will be sent with the repeating invoice.

   It's great to see that creating and deleting repeating invoices is now available in the API. However, there was one crucial thing that was missed: There is no ability to create/define the EMAIL MESSAGE that gets sent with the repeating invoice.

   The documentation mentions “You can use the API to trigger the email of an approved repeating sales invoice out of Xero by setting the ApprovedForSending to true and the status to AUTHORISED.”

   The API has the fields SendCopy, MarkAsSent and IncludePDF, but there is no ability to define the actual content of the email.

   This has somehow been missed.

   … more

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   0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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3. Add the ability to deallocate a credit note from an invoice so that it can be voided.
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   1 comment  ·  Credit notes  ·  Delete…  ·  Admin →
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4. Allow Invoice only users to use the API

   As seen on this link: https://developer.xero.com/faq/permissions#user-permissions , currently only standard users can use the API, however, this makes no sense for my use case, and this is probably the same for other people.

   Right now I'm trying to build an app that will automatically create invoices and email them to the contacts, however, I do not want to connect a standard full user to my application, as the returned access token will have full access to all my banking account statements whereas all I need I to create a Sales Invoice, which could be done with a "Sales Invoice only" user that does not have unrestricted access to all my data.

   As seen on this link: https://developer.xero.com/faq/permissions#user-permissions , currently only standard users can use the API, however, this makes no sense for my use case, and this is probably the same for other people.

   Right now I'm trying to build an app that will automatically create invoices and email them to the contacts, however, I do not want to connect a standard full user to my application, as the returned access token will have full access to all my banking account statements whereas all I need I to create a Sales Invoice, which could be done with a "Sales Invoice only"… more

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   5 comments  ·  Authentication  ·  Delete…  ·  Admin →
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5. add Contacts as an element to GET Journals

   This would allow much greater financial reporting flexibility. Like Tracking Categories, not all Journals have Contacts. Your new Xero report, P&Ls by Contact, leads me to believe the Xero data structure may support this. Thank you!

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   1 comment  ·  Journals  ·  Delete…  ·  Admin →
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6. ... make transaction data available via the API

   It appears that there are two key things missing from the current version of the Xero API:

   The Tables part of the API does not currently have a connection to the Nominal Ledger (Account) Transactions

   The Reports part of the API connects to several of the standard reports, but doesn’t connect to the Account Transactions report.

   Either of these would allow a full list of transactions to be accessed via the API.

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   1 comment  ·  General Requests  ·  Delete…  ·  Admin →
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7. 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.

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   0 comments  ·  Reports  ·  Delete…  ·  Admin →
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8. Online Invoice URL - Allow fetching with invoice or in bulk

   Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.

   This proves to be a big issue with applications that grab and store historic data in the application.

   For example:

   We connect our application with Xero and there are 20,000 historic invoices in Xero.

   We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.

   Because we can only callout to 1 invoice at a time, that is 20,000 callouts we must make to get the Online Invoice URL for the historic invoices we have stored.

   With Xero's 5,000 API call limit, this takes 4 days to retrieve.

   Please either add this URL to the invoice schema or allow us to submit a request in bulk with multiple invoice ID's and return the URL's.

   Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.

   This proves to be a big issue with applications that grab and store historic data in the application.

   For example:

   We connect our application with Xero and there are 20,000 historic invoices in Xero.

   We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.

   Because we can only callout to 1 invoice at… more

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   0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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9. Get Xero Projects Report using API

   Hi,
   We can get and customize Xero projects reports by using API. But unfortunately, Xero reports API for projects is not available. Can you please add this API to your system.
   Thanks

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   0 comments  ·  Reports  ·  Delete…  ·  Admin →
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10. Budget Variance Report via the API

    I would like the Budget Variance Report to be available via the API:
    https://central.xero.com/s/article/Budget-Variance-report

    It is not listed in the reports available from the API
    https://developer.xero.com/documentation/api/reports

    4 votes

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    0 comments  ·  Reports  ·  Delete…  ·  Admin →
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11. Add a "Retry now" button to force webhooks in "Retry" status

    If the webhook listener goes offline, the webhook server will try to send the data with increasing delays up to 24 hours where it will stop.

    The issue is that if our listener crashes during an extended period of time, we might have to wait for an extra long period of time before it is retried.

    Adding a "Retry now" button would allow devs/admins to restore the webhook to their "OK" status much earlier (ie. as soon as the listener has been fixed).

    4 votes

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    planned  ·  2 comments  ·  Delete…  ·  Admin →
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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?

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    2 comments  ·  Accounts  ·  Delete…  ·  Admin →
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13. 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

    4 votes

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    2 comments  ·  Accounts  ·  Delete…  ·  Admin →
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14. Payments API HasAttachments

    Hi there,

    Currently, there is no way to determine via the API if a payment has an attachment. We are able to retrieve any attachments via using the BankTransactions endpoint (using the payment ID).

    For completeness, we need to be able to have the HasAttachment attribute accessible when returning a list of payments - the only way to do this currently is to retrieve the BankStatements/ID/Attachments endpoint for EVERY single payment - which is a pretty big use of resources.

    Alternatively (a breaking change) - can we either be able to retrieve Payments via the BankTransactions end point. Adding "HasAttachments" is probably easier.

    Thanks so much.

    Hi there,

    Currently, there is no way to determine via the API if a payment has an attachment. We are able to retrieve any attachments via using the BankTransactions endpoint (using the payment ID).

    For completeness, we need to be able to have the HasAttachment attribute accessible when returning a list of payments - the only way to do this currently is to retrieve the BankStatements/ID/Attachments endpoint for EVERY single payment - which is a pretty big use of resources.

    Alternatively (a breaking change) - can we either be able to retrieve Payments via the BankTransactions end point. Adding "HasAttachments"… more

    4 votes

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    0 comments  ·  New Endpoints / APIs  ·  Delete…  ·  Admin →
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15. 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 address.

    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… more

    4 votes

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    0 comments  ·  Contacts  ·  Delete…  ·  Admin →
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16. Add ability to delete Attachments

    Using an A/R Invoice as an example, at the moment you can upload a new attachment, retrieve a list of attachments and download attachments. I would like to have the ability to delete an attachment - for example you might have uploaded the wrong attachment, but you need to login to the main Xero website to be able to delete the attachment.

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    0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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17. Reconciliation of Prepayments and Overpayments is not supported

    This is the error given to us when we try and send across an Overpayment that is reconciled. Please can it be implemented.

    4 votes

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    0 comments  ·  Delete…  ·  Admin →
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18. deposit

    Create Batch Deposits -
    https://help.xero.com/au/BatchDepositCreate
    Does the API support this specific function? Is there a functional issue as to why this is not supported, or just never requested/not enough votes??
    Apologies if it is supported - I could not find it anywhere on developer pages etc.
    THANKS

    4 votes

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    1 comment  ·  Banking  ·  Delete…  ·  Admin →
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19. 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.

    4 votes

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    0 comments  ·  General Requests  ·  Delete…  ·  Admin →
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20. 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.

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    0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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