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Accounting API

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  1. Be able to delete bank statement lines in Xero via API. This would be useful to delete single and/or multiple bank statement lines.

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    0 comments  ·  Banking  ·  Admin →
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  2. When a supplier payment appears on the bank feed before the corresponding purchase invoice has been entered into Xero, reconciling the payment can lead to double counting. Currently, if you record the payment as a spend money transaction and then later enter the invoice, Xero treats them separately. This causes extra work and creates reconciliation inaccuracies.

    Introduce a bank rule specifically for supplier overpayments. When the system detects a payment to a known supplier that exceeds the amount of an existing invoice or occurs before any invoice exists, the bank rule would:

    1. Post the transaction directly to the payables ledger…

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  3. For Xero UK, there is no Post API to create Payruns and Payslips like we have on Xero AU.
    How can i add reimbursement or deduction on payroll slips based on Employee ID ?

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  4. I currently look after 10 customers, soon to increase to 12. Under the Home tab there's a list of only 5 recently used organisations. This means I regularly have to 'search' for the organisation I need, which isn't very user friendly.

    My limited programming experience suggests that the size of that dropdown list is driven by a paramer, currently set to 5. Assuming that is the case, it should be relatively straightforward to increase the parameter to 10, or even 15.

    Can that be implemented please, to make life easier for heavy users like myself.

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    0 comments  ·  Accounts  ·  Admin →
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  5. Our main use case for webhooks is to indicate whether we need to refresh the data. Because of this, we don't need an update for every change that a customer makes. If we could respond to a webhook message indicating that we didn't want to receive any more requests for a period of time (1 hour, 6 hours, 1 day etc) then that would save processing and bandwidth on both sides.

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  6. Hi Xero team,

    When creating invoices, Xero automatically pre-fills the account number it thinks is appropriate. However, this suggested account is often incorrect, and because many account numbers look similar, it’s easy to miss the error and time-consuming to fix later.

    Suggestion: Option to Disable Automatic Account Number Pre-Fill on Invoices
    It would be very helpful if there were an option to disable automatic account number pre-filling, allowing users to select the correct account manually each time.
    This small change would reduce errors and make the invoicing process more accurate for users who prefer complete control over account selection.
    Thank…

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    0 comments  ·  Invoices  ·  Admin →
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  7. Provide endpoint for BAS signing link

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  8. It would be useful when processing transfers, and when searching for specific transactions for corrections, if you could view say two different bank accounts side by side on the same tab.

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  9. Allow us to have our invoices from Xero "sent by the xero network" so they automatically load into draft bills.

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    0 comments  ·  Invoices  ·  Admin →
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  10. Make API endpoints for Activity Statement, Payroll Activity Summary and BAS Advisor report.

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    0 comments  ·  Reports  ·  Admin →
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  11. In the organisations settings API, it does not send through the PAYGW period for Australian entities. In our app, the user currently has to manually choose this in our app, whereas it could be automatic if it was added to the API.

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  12. Some lines in the balance sheet report are the result of formulas e.g. Net Assets. The formulas are included in the Excel export but not the API response

    Include the formulas in the API response so that the same functionality can be replicated

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  13. The current Clients get list end point has as a parameter to bring the last records have been modified. The new paginated clients, cannot be filtered by the same parameter. So I cannot bring only the records that have been modified

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  14. As a user of the API, I want to be able to update the status of an invoice without sending all of the line items along in the payload.

    Currently, if I'm updating an invoice's status via the API I need to explicitly send the line items along with the request. If I do not send the line items, Xero deletes and recreates all of the line items even though they're not pertinent to the action (not updating line items, amounts, etc.).

    This causes particular issues with inventory decimal precision. Every request needs to send the unitdp if you want…

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    0 comments  ·  Invoices  ·  Admin →
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  15. Currently, the Journals API returns multiple lines due to Xero's audit trail and change tracking, which is understandable for compliance purposes. However, it would be incredibly helpful if there were a way to programmatically identify and retrieve only the latest active version of a journal entry. This would streamline integrations and reduce the need for additional filtering logic on the client side. A flag or endpoint for "latest active journal" would be a great enhancement!

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    0 comments  ·  Journals  ·  Admin →
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  16. Currently you cannot update an Invoices DueDate or PlannedPaymentDate via the API if there are payments or credit notes allocated to it. This is problematic especially for invoices (such as business rates) that get paid in (monthly) installments.

    If the DueDate or PlannedPaymentDate has passed then these invoices do not show up in the Short-term CashFlow view.

    I can update the Planned Payment Date through the UI (and I can update the DueDate through the UI as well) regardless of if the invoice has a credit or payment against it, so why doesn't the API provide the same validation as…

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  17. Working for an organization currently migrating from MYOB to Xero - their decision.

    Replicating existing custom application is problematic due to apparent glaring deficiencies in the Xero API compared to MYOB, despite Xero's age advantage.

    An example is MYOB's Account Activity Summary End-Point - called AccountRegister - which lists activity by account by month.

    This end-point allows for a fast and simple process to compare Budget values to Actual values, without being forced to trawl through all the transactions, and all of the issues that can cause that to be incorrect.

    It seems inconceivable that such a basic end-point is…

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  18. Allow Client Custom fields to be retrieved with the GET Client API instead of requiring a separate call for each client. In addition to the detailed=true parameter, another parameter like customfields=true to bring all the values into a separate field as a json that can be unpacked.

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  19. I'd like to build an automation to enter various comments (of my choosing) in the discuss tab in Xero depending upon what the AI finds in the transaction. The current APIs don't allow for comments to be entered in the discuss tab in Xero.

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  20. With the introduction of the MANDATORY OPTIMISED FILTERS, some Xero customers that raise many ManualJournals can no longer access them via the API because the DATE field is not included as an optimised filter.

    It's imperitive to be able to filter all transactions by date.

    As such, all endpoints should have DATE field optimised.

    This ensures we can do things like the follow snippet to pull a single month of data without it putting strain on the xero servers.

    ?where=(date >= DateTime(2025,02,01) and Date <= DateTime(2025,02,28))&page=1

    1 vote

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