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729 results found
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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 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…
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 -
Expose Request Deposit feature via the Invoice API
Hi,
I would like to request adding an option to apply a 'Request Deposit' amount on invoices via the Invoice API.
https://central.xero.com/s/article/Request-a-deposit-from-a-customer-AU
We have a client that automates invoices being created from their internal system and sends them out via email. However we can't apply a deposit amount unless they go through each invoice one by one.
Being able to automate this would drastically improve our clients workflow and also help with their customers not having to pay the full amount right away.
1 vote -
Full support for If-Modified-Since flag
Regarding this endpoint:
https://developer.xero.com/documentation/api/accounting/contacts
Regarding the GET request, the "Modified After" field documentation states:
"The ModifiedAfter filter is actually an HTTP header: ' If-Modified-Since'. A UTC timestamp (yyyy-mm-ddThh:mm:ss) . Only contacts created or modified since this timestamp will be returned e.g. 2009-11-12T00:00:00 Note: changes to the Balances, IsCustomer or IsSupplier values will not trigger a contact to be returned with the Modified-After filter"
Request is to ensure Balances, IsCustomer and IsSupplier DO trigger the contact to be returned with the Modified-After filter.
Reality is that these values do change, so the only way to ensure we have accurate data is to conduct a full sync on all contact-related tables on some schedule (eg. daily). Because that requires individual API requests per contact, this leads us to hit the 5,000 API requests per day limit.
This issue was raised for one of these fields ten years ago and there is no response from Xero on the earlier ticket, so I am raising this new:
Regarding this endpoint:
https://developer.xero.com/documentation/api/accounting/contacts
Regarding the GET request, the "Modified After" field documentation states:
"The ModifiedAfter filter is actually an HTTP header: ' If-Modified-Since'. A UTC timestamp (yyyy-mm-ddThh:mm:ss) . Only contacts created or modified since this timestamp will be returned e.g. 2009-11-12T00:00:00 Note: changes to the Balances, IsCustomer or IsSupplier values will not trigger a contact to be returned with the Modified-After filter"
Request is to ensure Balances, IsCustomer and IsSupplier DO trigger the contact to be returned with the Modified-After filter.
Reality is that these values do change, so the only way to ensure we have accurate data is…
1 vote -
Default Cursor to 2FA code
Quick fix. Default the cursor to be in the box where you enter the 2FA code so mouse is not needed to click into the field.
Cursor is already in the box so you can start typing directly into the box and then <enter> proceeds to login without needing to click Confirm1 vote -
Prepayment webhook
We'd like prepayment transactions to trigger a webhook so that we can account for them.
1 vote -
Bank Reconciliation Adjustments & Tab Key Issue
When reconciling bank entries with expense invoices, we encounter credit card charges that need to be recorded separately as “Adjustments.”
At present, when using the Tab key during reconciliation, the cursor skips over essential fields such as Contact, Description, Account, Tax Rate, and Amount and moves directly to the Reconcile button. This limits efficiency and makes data entry cumbersome.
Additionally, it would be beneficial if the amount field could auto-populate during reconciliation to reduce manual entry.
We have also prepared a recorded screen capture that demonstrates this flaw in action, which can be shared to illustrate the issue more clearly.
Unfortunately, the recorded screen cannot be uploaded directly within this query box.Additional Queries:
Page No(s): If page numbers reflect at the top, they should also appear beside the Compact View option on the Reconcile Tab, and somewhere near the Search Tab in the Bank Statements Tab.
Closing Note:
As bookkeepers, efficient Tab key navigation is critical for productivity. A user-friendly workflow that allows smooth movement across all fields would greatly improve accuracy and speed.
When reconciling bank entries with expense invoices, we encounter credit card charges that need to be recorded separately as “Adjustments.”
At present, when using the Tab key during reconciliation, the cursor skips over essential fields such as Contact, Description, Account, Tax Rate, and Amount and moves directly to the Reconcile button. This limits efficiency and makes data entry cumbersome.
Additionally, it would be beneficial if the amount field could auto-populate during reconciliation to reduce manual entry.
We have also prepared a recorded screen capture that demonstrates this flaw in action, which can be shared to illustrate the issue more clearly. …
1 vote -
pagination
Bank Transfers and Batch Payments both require Pagination. They can both allow customers to store more data that can be returned in a single result (i.e. API fails to complete). If-Modified-Since is not sufficient and there are no reliable optimised Where clauses that can be used to reliably bring back all data.
1 vote -
New Feature
It would be great if you could download the quotations into excel - this way we can removed pricing and produce a Job sheet with quantities to give to our Project Managers.
1 vote -
Add Purchase Order Billed Amount to the API
Ability to access the new 'billed' status of a purchase order line on the purchase order API
1 vote -
Support tracking categories on bank transfers via the API
We divide our P&L and Balance Sheet by tracking categories for departments. But when making bank transfers it's hard to ensure the tracking categories are set. I'd like to do this programmatically via the API (for things like Stripe Payouts) but tracking categories aren't supported
1 vote -
Updating credit endpoints
Add functionality to the credit notes endpoints to align with invoices - such as the "SearchTerm" and "createdByMyApp" parameters. It's difficult providing end to end solutions where credit notes can't function as effectively as invoices.
1 vote -
BAS preferred email
It would be helpful to have the XPM client contact email address as the default for activity statements.
Currently the email address is taken via the signatory field from the previous activity statement period.
This will remove the risk of any Activity Statements being sent to the wrong email address, particularly when a client updates their email address.
1 vote -
Auto calculated interest from assets on loan accounts
If registered assets can calculate depreciation after setting it up, can we not also have automatically calculated interest on loan accounts?
1 vote -
HubDoc API Access: Enable Automated Document Matching & Workflow Integration
I've been using HubDoc for a while now and genuinely love what it does such as fetching invoices, extracting data, keeping everything organized. But every time I try to build any kind of automation around it, I hit the same wall: there's no API.
No webhooks. No HTTP endpoints. Nothing to hook into.
Every other tool in my stack talks to something. Make, Zapier, QBO, even smaller niche tools have at least basic API access. HubDoc is the odd one out — and it's frustrating because it sits right in the middle of the workflow.What I'd love to see:
Basic read access to fetched documents and extracted metadata (vendor, date, amount, invoice number)
Webhooks when a document is fetched, published, or matched
OAuth 2.0 so it can be connected securely to other toolsEven a simple read-only API would unlock so much. Right now, the only way to get data out of HubDoc is a manual CSV export — which defeats the whole point of automation.
I've been using HubDoc for a while now and genuinely love what it does such as fetching invoices, extracting data, keeping everything organized. But every time I try to build any kind of automation around it, I hit the same wall: there's no API.
No webhooks. No HTTP endpoints. Nothing to hook into.
Every other tool in my stack talks to something. Make, Zapier, QBO, even smaller niche tools have at least basic API access. HubDoc is the odd one out — and it's frustrating because it sits right in the middle of the workflow.What I'd love to see:
…
1 vote -
Enhancement of Search Functionality in Manual Journals Screen
Overview
This proposal recommends enhancing the search functionality within the Manual Journals screen by enabling users to search directly using the Journal ID/Number.Current Limitation
At present, users must rely on journal narration or other descriptive fields to locate specific journal entries. This often requires manually saving or noting down text, which can be inefficient and prone to error, especially when managing large volumes of journals. Alternatively, there is the journal report where you can search for journal ID's however this requires more steps and a more lengthy process when the simplicity of searching for journal number in the screen to then click into and edit , is much more efficient.Proposed Improvement
Introduce the ability to search for journal entries using the unique Journal ID/Number. This would allow users to quickly and accurately locate specific records without relying on narration or memory.Key Benefits
Improved Efficiency: Users can instantly retrieve journal entries using a known unique identifier.
Enhanced User Experience: Simplifies the search process and reduces unnecessary steps.
Reduced Errors: Eliminates reliance on partial or inconsistent narration text.
Better Productivity: Speeds up workflows, particularly when editing or reviewing existing journals.Overview
This proposal recommends enhancing the search functionality within the Manual Journals screen by enabling users to search directly using the Journal ID/Number.Current Limitation
At present, users must rely on journal narration or other descriptive fields to locate specific journal entries. This often requires manually saving or noting down text, which can be inefficient and prone to error, especially when managing large volumes of journals. Alternatively, there is the journal report where you can search for journal ID's however this requires more steps and a more lengthy process when the simplicity of searching for journal number in the screen…1 vote
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