720 results found

1. Supply <Attachments> elements in standard endpoints when `page` is given

   Currently, it seems that you need to make a separate call to get <Attachments>. Being able to get this supplied on the standard invoices/bank transactions/manual journals/credit notes endpoints when page is given would help lower the number of API calls without much increasing the amount of data sent.

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   0 comments  ·  General Requests  ·  Delete…  ·  Admin →
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2. Generate reports by using specific identifiers in the "reference field"

   As a building business it would be nice to ascertain the costs of a specific build/client to ensure the company is on track with profit/loss per project.

   When I started out in Xero, and when all purchases were been entered in as drafts, when a certain reference was entered, such as the client name or job number, a running total was always displayed as to how much was spent on a particular build/client.

   Ironically once the purchases were approved and/or paid, upon typing the same specific reference, would no longer provide a tally or what was spent, to be paid or in drafts against the reference endtered etc...

   Such a feature would be extremely beneficial, as each of our clients can generate up to 200 invoices across all sorts of suppliers that we pay in costs associated with a specific build.

   The only other option now is to manually enter the data as we go into a spreadsheet to manually calculate, resulting in processing that could be avoided. The system appears to be capable in providing the data when in drafts, but once approved or paid, will bring up pages of bills associated, so why is it no longer available?

   Totals should continue once paid, to be paid. It should be able to give the total spent, etc... total awaiting payment, and totals in drafts.

   Understandably, it would be key in ensuring your referencing was adequate to be able to generate the correct data, however if you can generate a report/list of relevant invoices, please continue to supply the associated totals applicable to the status of the purchases captured under the reference entered

   As a building business it would be nice to ascertain the costs of a specific build/client to ensure the company is on track with profit/loss per project.

   When I started out in Xero, and when all purchases were been entered in as drafts, when a certain reference was entered, such as the client name or job number, a running total was always displayed as to how much was spent on a particular build/client.

   Ironically once the purchases were approved and/or paid, upon typing the same specific reference, would no longer provide a tally or what was spent, to be paid… more

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3. Edit the balance sheet comparison dates outside Xero

   I use an Add on program with Xero named QuickWin Development. I extract my Balance Sheet from Xero and its sent into Microsoft Excel. It works well except it won't let me extract the balance sheet with editable comparative dates. This is a simple feature when editing the balance sheet inside Xero. So I wonder why you cannot do this when extracting into Excel.

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   declined  ·  0 comments  ·  Delete…  ·  Admin →
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4. provide a way a way to detect a user does not have report access prior to attempting to access a report and getting a failure response
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5. expose organization details via API

   A application that I am working with needs organizational details after connecting to xero, Most of the info we need is available, but several fields exist in the Organization that are not yet exposed via API

   Can we get APIs exposed for Description and Email Address?

   Also, logo might be nice too if possible.

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6. Download Published reports in pdf format using api

   I want to download published (customized) reports from xero using api and upload it to sharepoint.

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7. enable banktransaction Url update on reconciled banktransaction
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   0 comments  ·  Banking  ·  Delete…  ·  Admin →
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8. Importing Field Addition (POAttentionTo & ContactEmail) to the Default CSV

   Good Day All,

      Upon importing the default field "Email Address" or [EmailAddress] this field can only accept one and only one email address.  
      After the invoice has gone thru approval you have a To field when you select the 'Email' Buttion.  The sub field to this one is [ContactEmail] but when i added that to my CSV to be imported it was Ignored.  
   

   Please Add [ContactEmail] to the import so after it is approved the billing manager doesn't need to add a "; [extra email address]" to every statement that it is needed for notification.

   Secondly, Xero has a field after approval called "Attention" or [POAttentionTo]...Again if added to the import section it gets ignored... Please add this as well.

   Good Day All,

      Upon importing the default field "Email Address" or [EmailAddress] this field can only accept one and only one email address.  
      After the invoice has gone thru approval you have a To field when you select the 'Email' Buttion.  The sub field to this one is [ContactEmail] but when i added that to my CSV to be imported it was Ignored.  
   

   Please Add [ContactEmail] to the import so after it is approved the billing manager doesn't need to add a "; [extra email address]" to every statement that it is needed for notification.

   Secondly, Xero has a field… more

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   0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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   declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

   As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/

9. Add SagePay to invoice payment gateway, they are one of the most popular in the UK.

   Sagepay is one of the most popular payment gateways used in the UK, it would be a huge benefit to add sagepay as an invoice payment method option in xero.

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   1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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10. Have integration with or an import function for Quotewerks

    Create a partnership with or API for quotewerks to be able to import or synchronize invoices and purchase orders from quotewerks to xero and visaversa.

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    1 comment  ·  General Requests  ·  Delete…  ·  Admin →
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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    As this forum is for developer API functionality requests and yours relates to something that Quotewerks would need to build. We have an API that will facilitate this.

11. facilitate the synchronisation between xero and eway to fully automate the payment system
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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    As this forum is for developer API functionality requests and yours relates to something that would need to happen in eWay I’m afraid we’ll have to decline this suggestion. Follow up with eWay as per their comment on this suggestion.

12. allow use of the enter key to move through the fields when inputting data

    Currently you have to tab across but when entering lots of numerical data it is much quicker to use enter on the number pad instead

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    4 comments  ·  General Requests  ·  Delete…  ·  Admin →
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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/

13. Partial payment feature for invoices coming through API

    Enable the ability to split payments on a bank rec coming through the API so we can reconcile merchant payments from two separate machines on 1 day. 1 invoice, 2 payments currently unable to split.

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    0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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14. create an export of overdue accounts which list the invoices and customer info for when it needs to be sent to a debt collector

    being able to export the outstanding accounts with all the contact info, notesand invoice info for each customer that needs to be collected would be helpful

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    1 comment  ·  Accounts  ·  Delete…  ·  Admin →
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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/

15. Multiple transaction handling with commit and rollback

    I would like to have the ability to use the API to enter multiple transactions with the ability to commit or rollback, as appropriate - like you do with a database.

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16. Provide some sort of Metadata / Documention / Help api call like $metadata for OData

    We're looking to add Xero into our synchronisation tool, that would allow us to have two way syncing to other systems, such as SharePoint, MS CRM. It would be really useful if we could get a list of rest entities and there schema dynamically so the sync tool would not need to be updated.

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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    Unfortunately this does not align with our strategy of focusing on our API development and supporting it via SDKs rather than discovery tools.

    There are however a set of XSD schemas available: https://github.com/XeroAPI/XeroAPI-Schemas

17. Show ContactNumber field next to contact name for each invoice

    We make extensive use of the ContactNumber field for invoicing.
    Can Invoice listing show ContactNumber field next to contact name for each invoice to help with updating/locating drafts?
    Can ContactNumber be shown on contact listing instead of phone or email field for locating contacts?

    Original question - http://answers.xero.com/developer/question/23051/

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18. Allow invoices to specify tax amounts in a separate currency

    UK VAT law requires that invoices present VAT amounts in Sterling, even when the invoice is in a separate currency. As a result, it's possible to have a Euro invoice with Sterling VAT amounts. (See VAT Guide 16.4 and 16.3.1). Obviously when charging the customer, these have to be converted to Euros and the total expressed in Euros, but the business owes VAT in Sterling, not Euros.

    Currently it's only possible to specify a single currency per invoice; now, if it were possible to stipulate the exchange rate to be used, that might make matters better, but in general we really need to be able to specify the exact Sterling VAT figure.

    UK VAT law requires that invoices present VAT amounts in Sterling, even when the invoice is in a separate currency. As a result, it's possible to have a Euro invoice with Sterling VAT amounts. (See VAT Guide 16.4 and 16.3.1). Obviously when charging the customer, these have to be converted to Euros and the total expressed in Euros, but the business owes VAT in Sterling, not Euros.

    Currently it's only possible to specify a single currency per invoice; now, if it were possible to stipulate the exchange rate to be used, that might make matters better, but in general we… more

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19. calculate exchange rate automatically for foreign payments

    Currently when entering a payment for an invoice in a foreign currency I need to enter the exchange rate. Generally I have to final AUD value and the final USD value, so would prefer the fx rate is calculated automatically.

    In addition, it seems the fx rate has limited precision; I end up needing to put in manual adjustments when reconciling which is also a pain.

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20. connecting to xero api with http_oauth

    can you please provide some sample code , on how to connect to xero using http_oauth pear package .....

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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    We now have lots of code samples at http://developer.xero.com/