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Accounting API

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Accounting API

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720 results found

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

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

    2 votes

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    under review  ·  0 comments  ·  Accounts  ·  Admin →
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  2. We should be able to update certain fields on an ACCPAY invoice via the API even after the bill is paid. This is in line with the Xero UI. In the Xero UI we can edit the Due Date and Reference still after payment but we can't edit anything via the API. These should match and we should be able to edit the reference (InvoiceNumber) and URL as they do not affect the payment or anything financial on the bill.

    For reference the only reason I'm needing to update these fields is because custom metadata can't be applied to invoices…

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  3. 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.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  4. allow contact website to be set/updated via the api

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  5. It's currently not possible to add Attachments to a Prepayment via the API.

    It'd be nice if we could access this at "https://api.xero.com/api.xro/2.0/Prepayments/{Guid}/Attachments/{Filename}" to bring the functionality in line with the GUI.

    We currently have access to: Invoices, Receipts, Credit Notes, Repeating Invoices, Bank Transactions, Bank Transfers, Contacts, Accounts, Manual Journals, Purchase Orders, Quotes (https://developer.xero.com/documentation/api/accounting/attachments).

    Seems like the standard and infrastructure is already there, it would be nice to have this one soon, thanks!

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  6. Created by is an important audit field and minimally allows the broader organization to know who to go to for questions...E.g. Think PM getting Invoice questions from customers and then needs to speak with whomever created the invoice to review.

    Additionally, this impacts many 3rd party integration tools such as Breadwinner that aim to surface Xero data into other systems. The better enabled integration partners are, the more successful Xero will be in growing with customers and entering larger companies.

    Enhancement / Use Case:
    Enable API to be able to include the name of the person creating an invoice via…

    2 votes

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  7. I am reaching out for assistance regarding a client code-related query. Could you please guide us on where to capture this information from the response? If the client code is not provided in the Xero GET Organisation API response, could you also advise on the appropriate steps to request the Xero team to add this property to our response? Your assistance in providing information on the client code is greatly appreciated.

    2 votes

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  8. 2 votes

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  9. The Projects endpoint of the Xero Projects API does not include the OpenDate and ClosedDate as fields.

    These are useful for users to report with and should be included.

    2 votes

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  10. In the current version of Xero, the deletion of allocations from PrePayments and Credit Notes is not allowed via the API and can only be done via the web interface.
    It is a much-needed feature and we have tens of hundreds of clients who are asking for it.

    2 votes

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  11. A customer of ours need to pull Invoices via the Xero API and are particularly interested in the COGS value of sales in order to calculate a Gross Profit value.

    Unfortunately, that value does not appear in the Invoices endpoint.

    I ran some tests where i posted a sale, then posted a purchase with items with a higher purchase price, then edit the sale and increase the quantity.

    I then checked journals and i could see a reversal jounral for the COGS that used the old COGS value, and a reposting using the new COGS value.

    This implies the data…

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  12. When a contact has been added or removed from a group, or when a group is changed the UpdatedDateUTC on the contact should also be change to reflect this.

    2 votes

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    1 comment  ·  Contacts  ·  Admin →
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  13. We are trying to sync customer's Tasks across Xero Projects, currently we have to poll for all Tasks on each Project. Some customers are using 200+ 'active' (state= INPROGRESS) projects, however they are only adding 5-10 Tasks a day spread across these projects.

    If we were able to query the /projects endpoint with a 'If-Modified-Since' parameter (or header) and the result only contained projects either updated direct or those that had associated Tasks added/edited, then we would only need to call /projects/:id/tasks for those ProjectId's, likewise if this endpoint also could be queried with If-Modified-Since then only those new Tasks…

    2 votes

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  14. In lieu of being able to interact with the Bank Feed information directly via the API - it would be useful to be able to run the Bank Reconciliation Report directly from the API.

    The use case in mind is:

    I would like to set up a proactive notification when there are incoming amounts that are not reconciled in Xero in order to prompt someone to go in to Xero and manually reconcile those items. This will help prevent our customers from getting automated invoice reminders when they've paid.

    We're not at the point yet where someone is in Xero…

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  15. Instead of just the Boolean "IsReconciled" with GET Payments, please include the bank transaction id that could be used to join the payment with a bank transaction from GET BankTransactions.

    2 votes

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    0 comments  ·  Banking  ·  Admin →
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  16. Sent to Contact on credit notes is read only right now.

    Please allow us to do a POST call to this so we can mark sent to contact true as needed

    2 votes

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  17. Your system needs to support longer SKU's if you plan to continue working with the KATANA platform and Shopify they do not have a hard SKU limit and because of this we are unable to import a number of the orders we import from Shopify into Katana... and this requires us to do a work around to create a order/invoice in your system...

    2 votes

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  18. 2 votes

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    0 comments  ·  Reports  ·  Admin →
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  19. It would be useful to get a general idea of the size of a particular organisation. The journal count also serves as a maximum on the journal number field. Useful for displaying the percentage completed, if an API user is pulling the entire ledger.

    2 votes

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    0 comments  ·  Journals  ·  Admin →
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  20. Unlike invoices, if lineAmountTypes='INCLUSIVE', quotes return the items with unitAmount having the tax deducted.
    Example (invoice):
    1. Invoice created with lineAmountTypes=Inclusive with 1 item with unitAmount=100, quantity=1.
    2. GET invoice returns the invoice with the item. unitAmount field is correctly showing 100

    Example (quote):
    1. A Quote is created with lineAmountTypes=INCLUSIVE with 1 item of unitAmount=100, quantity=1.
    2. GET quote returns the quote with the item's unitAmount=86.96 (86.96+15% GST = 100) which is wrong.

    2 votes

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    1 comment  ·  Quotes  ·  Admin →
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