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729 results found
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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.
THANKS4 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.
4 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.
4 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>4 votes -
We need to be able to fetch bulk, paginated History and Notes
We need to be able to fetch bulk, paginated History and Notes via the API. Now it only has the ability to fetch records for single invoice. It will be great if we are performing one time ETL and we are getting the time out 429 status in error and rate limiting issue.
3 votes -
Bank Transfers update and delete support in Xero API
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
3 votes -
Allow zero value invoices to be updated via the API
Currently they are unable to be updated as they are automatically marked as "paid". However, updates are allowed for these invoices via the Dashboard, so I would expect the same behavior via the API.
3 votes -
Update Prepayments and Overpayments via API
We can currently create Prepayment Invoices using the Bank Transaction endpoint (all of this also post applies to Overpayment Invoices too). This returns a list of information about the created bank transactions including Prepayment (or Overpayment) IDs.
The Invoice Number is autogenerated by Xero, and we're only able to change it using the UI.
There are are Prepayment and Overpayment endpoints in the API, but these only allow us to GET one (or multiple) invoices, and PUT allocations for an invoice.
It would be great to see either:
- A POST method on the Prepayment and Overpayment endpoints (this would allow us to map over the returned IDs from the Bank Transaction response and update the Invoice Number); or
- Have the ability to specify an Invoice Number when creating a Prepayment or Overpayment Invoice via the Bank Transaction endpoint (this may be the more efficient method, as it prevents incrementing the auto-number of the invoice)
Most likely, the more generic POST endpoint for both Prepayment and Overpayment endpoints would be more appropriate to implement as it seems it would benefit a number of other users who have left feedback.
Until then, our accounting team will be updating the invoice number manually for every Prepayment we create.
We can currently create Prepayment Invoices using the Bank Transaction endpoint (all of this also post applies to Overpayment Invoices too). This returns a list of information about the created bank transactions including Prepayment (or Overpayment) IDs.
The Invoice Number is autogenerated by Xero, and we're only able to change it using the UI.
There are are Prepayment and Overpayment endpoints in the API, but these only allow us to GET one (or multiple) invoices, and PUT allocations for an invoice.
It would be great to see either:
- A POST method on the Prepayment and Overpayment endpoints (this would allow…
3 votes -
Remove validation to allow 0 value spend money transactions on bank account to move money between accounts
Currently it's possible to add a 0 value transaction on a bank account using the web interface by clicking "New Transaction" selecting "spend money" then adding a positive sum to one account and a negative sum to another account.
When attempting this with the API you get a validation error "The Total for this document must be greater than zero".
This is a simple request to remove the additional validation on the API to allow this transaction to be added (like you can in the web interface).
Something similar can be achieved with a manual journal, however these don't support multiple currencies which means this method can't be used.
Currently it's possible to add a 0 value transaction on a bank account using the web interface by clicking "New Transaction" selecting "spend money" then adding a positive sum to one account and a negative sum to another account.
When attempting this with the API you get a validation error "The Total for this document must be greater than zero".
This is a simple request to remove the additional validation on the API to allow this transaction to be added (like you can in the web interface).
Something similar can be achieved with a manual journal, however these don't support…
3 votes -
Provide a start and end date for budgets in the "Get Budgets" operation
We are currently implementing a feature where we bring in divisional budgets.
The companies we import into our product have data for a specific date range and we wish to filter out budgets for selection that do not have a date range that overlaps with the rest of the company data.
Without the ability to do this our users will have to pick from any budget that is filtered by a tracking category option and if they choose one that doesn't overlap we will have to either
- not connect the invalid budget in the first place and provide feedback as to why instead of preventing it in the first place
or
- connect the invalid budget, have the budget data come in as 0's or nulls for the companys financial range and also provide feedback in some way to explain why.
We are currently implementing a feature where we bring in divisional budgets.
The companies we import into our product have data for a specific date range and we wish to filter out budgets for selection that do not have a date range that overlaps with the rest of the company data.
Without the ability to do this our users will have to pick from any budget that is filtered by a tracking category option and if they choose one that doesn't overlap we will have to either
- not connect the invalid budget in the first place and provide feedback as…
3 votes -
Get, Post and Delete project Expenses
Currently, project endpoints are only available for projects, tasks and time. Unfortunately, expense for projects aren't available. Projects are an important feature for many businesses including construction and I've had numerous clients request this. This information can only be pulled via a detailed project report but the layout and format are very limited. So if the client would like to integrate the data to a CRM or format it a particular way they aren't able to.
3 votes -
Invoices API: Enable/disable reminder when creating an Invoice
It would be very useful to be able to programatically enable or disable invoice reminders for a given invoice when an Invoice is created using the Invoices API.
3 votes -
Expose UK VAT report via API
For UK registered business, it would be extremely helpful to expose the information for the upcoming VAT Amount and due date.
3 votes -
Provide API for retrieving Uncoded Statement Lines
Bank Reconciliation is necessarility a collaborative effort when multiple people have company cards and not everyone is great at uploading their statements.
We have been using a Python mechanize script to scrape xero and download uncoded statement lines, recognise transactions by the last 4 digits of the card numbers, and post that to slack to nag the respective company card holders, and that's been working ok for the past year...
We know how difficult it can be to change your minds on the necessity of API endpoints like bank statement line import and reconciliation via the API, or adding improvements to Xero so these endpoints aren't necessary to begin with (allow us to assign uncoded lines to other users, for instance), so writing bots to automate things ourselves is the path of less resistance.
However, logins via mechanize are less easy now that MFA is becoming compulsory. I wouldn't ask this unless desperate, seeing how much resistance there is to other requests in this forum. So can you please add an API for retrieving uncoded statement lines, or at least make MFA optional so we can continue to fix things ourselves?
Bank Reconciliation is necessarility a collaborative effort when multiple people have company cards and not everyone is great at uploading their statements.
We have been using a Python mechanize script to scrape xero and download uncoded statement lines, recognise transactions by the last 4 digits of the card numbers, and post that to slack to nag the respective company card holders, and that's been working ok for the past year...
We know how difficult it can be to change your minds on the necessity of API endpoints like bank statement line import and reconciliation via the API, or adding improvements…
3 votes -
Make the API invoice email the standard html email not plain text
Currently when sending the invoice email from the API it sends as plain text. Update it to send the standard html email with the green 'Pay Now' button.
3 votes -
I want to delete BankStatement via API
In many cases, people make mistakes. On my Xero application, it happens too. I want to enable people to delete the transactions made by mistake.
3 votes -
Software Robots - Reconciling Bank Statement Lines
Hi - I've been looking at reconciling via the API for a client and it seems that functionality hasn't been put into the API which is a shame.
My client has found "software robots" which can do this via scripting. Kind of like taking Software Automation software and running it for production purposes.
Products like these...
https://growbydesign.kartra.com/page/roboworkforce
https://www.youtube.com/watch?v=fjdLAqgwMKAI've got my own thoughts but I'd like to get an understanding what Xero's stance is with products like this and any pro's and cons....
Many thanks for any and all input.
Thanks
Pat3 votes -
Ordering of line items should also be possible from create or update of invoice
Ordering of line items should also be possible from create or update of invoice .Some field in LineItems in Invoice i.e sort order where can mention from 1 to 999 .... 2 lineitems with same sort order will be arranged alphabatically using their item code.
It is an important to have feature as it effect invoice look3 votes -
Display the AR/AP contact balance in API in both base currency and contact currency
Currently the API only displays the contact balance in base currency and NOT the contact default currency.
This makes it extremely difficult to confirm synchronisation drift between our systems through the current balance.
Please include two currencies in the AR/AP contact balance object.
3 votes -
Add Is-Modified-Since optional parameter to GET LinkedTransactions
I'm looking to filter the Linked Transactions returned by the GET. It looks like this was planned feature in the September 11, 2015 release notes and many other end points support Is-Modified-Since.
3 votes
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