720 results found
-
Different Contacts under the one company for example - Sales, Purchasing, Accounts Payable, Accounts receivable and the General Manager..
It is frustrating when i send statements or invoices and i have to go in and individually delete the sales emails and other general contact details. I have them all ticked to include in emails though as I need to send my invoices to accounts payable and the salesman but statements go to another accounts person . When we purchase from the same customer we have to send to accounts receivable. It would be great to have different Contacts so when i click send statements i dont have to delete the rest of the contacts.
2 votes -
Add Paging on Repeating Invoices Endpoint
Currently paging is not available on the repeating invoices API call. We have a client who has too many repeating invoices for Xero to return, and without paging there is nothing we can do to get the repeating invoices data out of Xero's API.
2 votes -
Be Able to get Contact Usual Payment Days
It would be good to be able to get the usual payment days number which is shown in Xero's contacts page through the API in order for displaying that data in in house software used to rate customers payments against their established payment terms.
2 votes -
Date of last VAT return
For UK VAT registered organisations, allow the date of the last VAT return submitted to be exposed via the API
2 votes -
Last date a bank feed was refreshed
Allow the last date any bank feed was refreshed to be queried for an organisation via the API
2 votes -
Memorized Reports access through API
Customised reports (Memorised reports templates/Save Report templates) created in XERO account should be available through API Call.
2 votes -
Bank Statement Query-Click on searched transaction to enter details
'Upon searching for imported/feed bank transaction, to click on said found transaction to enter/create details/transaction & reconcile'.
I have a lot of US Dollars transactions that come through the credit card & bank account - I need to search for the AUD value before I can input it via the bank feed 'bank statement' tab. Many are once off suppliers, so no need to enter bills - esp as I dont get paperwork with AUD only USD. It would be great if I could then click on said found transaction to complete the process and reconcile. Even if it takes…2 votes -
Create an API for the Expenses by supplier report
We would like xero to build an API to extract the report called "Expenses by supplier". Currently to extract spend by supplier we have to extract all payments and bills and build this back up ourselves.
2 votes -
Include also zero balances account in result
When an account has a zero value in the P&L Report (but also in all others), it is excluded from the returned data.
The request is to provide in the result all accounts, even if they have 0 balance and/or no transactions2 votes -
Add more precision for Items endpoint
When getting an item from the /Items endpoint, even with unitdp set to 4, the TotalCostPool only provides 2 decimals of precision. Unfortunately I have plenty of items in my tracked inventory that have 4 decimal places of precision. This prevents me from getting the accurate average cost data.
2 votes -
2 votes
-
Add Delivery Address and Instruction to the Company API Endpoint
Company Address that is selected during PO creation in Xero contains Phone number and Instructions. These parameters are not returned when we are pulling Company with addresses via API.
We'd appreciate id this could be fixed.
2 votes -
Add ability to delete a ContactGroup
I can create a new ContactGroup through the API yet I cannot delete that group?
The documentation states "The DELETE method is used to remove a contact from a contact group or remove all contacts from a contact group."
Neither of which I want. I want to remove the entire ContactGroup from existing.
2 votes -
2 votes
-
New Feature - Contacts Reform
• Contacts/Project Dashboard - The Contacts page could be improved with a dashboard of all relevant data for that Contact such as the P&L for the client and their projects. I would also like to see a Statement feature detailing all invoices and payments in journal display i.e. account debits and credits, filtered either by Contact and/or Projects.
• Sales Pipeline – A New Leads/Tenders/Quotes feature would allow the Sales team to add details for new clients and projects. Unsuccessful New Leads could be demoted to Old Bids which would keep the contact, bid and project details on the system.…
2 votes -
Contact's & Supplier's Transaction Report?
How can I get Contact's and Supplier's Transactions Report like general ledger?
2 votes -
contacts
I'd like to see each contact have their own email AND phone number, plus a note section i.e accounts/ workshop
Also, at the moment, the second contact must have an email - I'd like to be able to add a contact with as many or as little fields filled out e.g Sometimes all I need to add is another name with no email or phone number
2 votes -
Prevent me from adding new contacts so easily from the "Add Bill" (and similar) screens.
I have batches of 20 or more bills to add at once.
I want to do them quickly.
I know the supplier name is already in Xero and that autolookup will find the name if I just type the first 3 letters.
But alas! I hit the TAB key before the autolookup feature has worked, and now I've created a new supplier called Ral, or Mad, or Win, or Upg, or...
Please fix this, it drives me mad.2 votes -
Include account number on customer invoice report
Allowing the Customer Invoice Report to have an Account Number Field as more and more accountants use customer numbers rather than the customer name.
2 votes -
Add a notes panel to the dashboard
A notes panel on the dashboard would be great so other people in your organisation can see what the procedures are with that client.
there is a place to put notes in Practice Manager.2 votes
- Don't see your idea?