744 results found
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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.
2 votes -
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.
2 votesUnfortunately 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
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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/
2 votes -
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…
2 votes -
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.
2 votes -
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 .....
2 votesWe now have lots of code samples at http://developer.xero.com/
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make Xero contacts available over LDAP
Xero could export contacts via LDAP for integration with VOIP caller ID, email addressbooks and access control systems.
2 votesWhile I think it is a cool idea, it is not our model to provide specific technology interfaces like LDAP – it should be quite straightforward to connect to our API, return contacts in XML, and then make them available over LDAP with your own code.
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Link AP tranactions to a 3rd party payment program
The ability to run AP transactions into high volume payment program (BACS/ CHAPS/ Cheque run etc) rather than paying invoices manually...and record result against AP transaction
2 votes -
Support bulk attachment uploads via the Accounting API
Please add support for uploading multiple attachments in a single API request.
Currently, Xero’s API requires each attachment to be uploaded individually. Xero Support has confirmed that posting multiple attachments in a single request is not currently supported.
For integrations that need to sync records containing multiple attachments, this requires making a separate API request for every file. This increases request volume, adds latency, and makes bulk synchronization more difficult, particularly when processing many records with multiple attachments.
Ideally, the API would support submitting multiple attachments for the same/different Xero object(s) in a single request (for example, via a multipart…
1 vote -
Bug: Items API cannot filter by Active/Archived status.
Items API cannot filter by Active/Archived status, causing Quote creation to fail with invalid item data
Summary
The Accounting API's Items endpoint (GET /api.xro/2.0/Items) does not provide a way to filter items by status (Active or Archived), and the response does not clearly indicate which items are archived. As a result, integrations that retrieve all items and let users select from them may submit an archived item when creating a Quote, which then fails with a validation error.1 vote -
Expose cash-basis Journals (payment-date GST) via the API
/Journals is accrual-only, so cash-basis GST can't be reconstructed from the API. Please expose the underlying cash-basis data either a cash-basis variant/flag on the Journals feed, or payment-allocation data: each payment traced to its source document with GST apportioned by the paid fraction, including credit-note allocations, prepayments/overpayments and "show on cash basis" manual journals.
1 vote -
Expose tracked inventory transaction history and as at valuation
The Items endpoint only exposes a current snapshot (QuantityOnHand, TotalCostPool). Please add: (1) a GET on item transactions per item, every movement (purchase, sale, adjustment, transfer) with date, source document, quantity in/out, unit cost and value; (2) opening and closing quantity + value for a supplied date range, enabling period reports and as-at valuation.
1 vote -
Expose CurrencyRate and foreign-currency amounts on Journals and report line rows
Multicurrency lines from /Journals and the report endpoints can only be reconstructed in base currency the applied rate and native foreign-currency amount aren't exposed per line. Please return, on each journal line and report row, the CurrencyRate that was applied and the source foreign-currency amount. This is the same value already available as CurrencyRate on invoices extending it to journals and reports lets multicurrency General Ledger and Account Transactions match the front-end.
1 vote -
Grant the Bank Statement report scope (accounting.reports.bankstatement.read) to private apps
The Bank Statement report (GET /Reports/BankStatement) already exists, but its scope accounting.reports.bankstatement.read is gated. Please make this read-only scope available to private apps that access only their own connected organisation's data.
1 vote -
Bank reconciliation
There should be a reconciliation report showing the reconciled items and reflecting the lines to see if it was allocated correctly.
1 vote -
Email to Files Inbox Email Address
Please simplify the email address listed under “Email to Files Inbox” to make it more client-friendly, and send invoice copies to that address instead of the ones containing various characters.
1 vote -
Use Claude or other AI tools for reconciling accounts
We are using Forte through Ucollect with a temporary clearing account. We have a lot of transactions every day, so I created a script using Claude that I upload a CSV file from Forte into Claude, and it will tell me which transactions to check off and mark as reconciled. I then take a screenshot and send it back to Claude to confirm they match.
It would be great if Claude could have access through the API to automatically mark the transactions as reconciled. This is one of the biggest pain points in using Xero.
1 vote -
find and record
Find and Record: Allow Sort by Description
1 vote -
It is a problem for the customers client who wants to see it as VAT number - also according to SA VAT/TAX law it MUST say VAT number on the
The VAT number of a client used to be on the Invoice , now its not there anymore.
It shows on some as the Tax Number which is incorrect as it should say VAT number - also according to SA VAT/TAX law it MUST say VAT number on the Invoice1 vote -
A dedicated report for unassigned bills and expenses would help you avoid missing invoicing opportunities to customers.
Requires a report to identify all bills and expenses not assigned to any customer, regardless of billable status
* Current reporting options do not meet this need
* Missing customer assignments on bills and expenses result in lost invoicing opportunities and revenue
* Requests the addition of a reporting feature to catch unassigned expenses as a safeguard against revenue loss1 vote
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