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Accounting API

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Accounting API

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721 results found

  1. E-mailing updates to receivable accounts about their payments via the API would be very useful. Via the web interface, this is possible by sending a statement. API request is to be able to retrieve a statement report and email it via the API

    48 votes

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    not planned  ·  10 comments  ·  Accounts  ·  Admin →
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  2. Being able to update or unarchive contacts via the api

    45 votes

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    11 comments  ·  Contacts  ·  Admin →
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  3. After waiting for years for the ability to access the Invoice URL via the API, it was unfortunately provided in a completely crippled manner.

    What should have happened is that the Invoice URL simply be provided along with the rest of the Invoice data through the paging API.

    Instead, it is provided on a per-invoice basis, requiring the use of an API call for every URL retrieved. Given the shockingly small limit to API calls, this makes this non-workable.

    Your competition, QuickBooks Online, allows 500 calls per MINUTE, compared to Xero's 1000 per DAY. If you had their API limits…

    43 votes

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    5 comments  ·  Invoices  ·  Admin →
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  4. Allow the count and or the list of unreconciled items in the bank feed to be exposed via the API

    42 votes

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    24 comments  ·  Banking  ·  Admin →
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  5. Provide the ability to merge contacts via the API.

    39 votes

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    5 comments  ·  Contacts  ·  Admin →
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  6. I would like to get a contact's statement via API just like the case is for invoices.In the request, we provide contact name then the response is the statement of the contact.This will be a cool feature to have.

    37 votes

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    18 comments  ·  Contacts  ·  Admin →
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  7. Right now, if we want to allocate multiple invoices to CreditNotes, the only possible way is to have an API call for individual Allocation.

    It would be very helpful if we could have a bulk Allocation API available. Where all the allocations can be made (One to Many or Many to Many) in a single API call.

    35 votes

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  8. Allow selection of email template from the API when emailing an invoice.

    POST https://api.xero.com/api.xro/2.0/Invoices/aa682059-c8ec-44b9-bc7f-344c94e1ffae/Email
    Body:
    {"Template": "3d4a46af-bb29-481a-85e1-37f59f0724d6"}

    34 votes

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    8 comments  ·  Invoices  ·  Admin →
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  9. If the Xero interface could be configured to display data from and interact with the apps third party developers are creating similar to the way Facebook applications work inside their platform

    34 votes

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    It is certainly a nice idea in a lot of ways, and Jesse’s use case example is good one.

    On the other side, allowing 3rd party applications plug into the core Xero application present some quite major security implications. The data we hold on behalf of our customers is considered highly sensitive by us and we ensure we have bank level security across all aspects of our application.

    Second to that, we are a design lead and focused company – we want our software to be really easy to use and remain simple and intuitive, so allowing 3rd parties to introduce interface elements into Xero would be something we would need to carefully plan for.

    With this in mind, it would be quite an onerous task for us to implement a secure framework that would allow 3rd party applications to interface within Xero, in a sensible way that does not…

  10. The idea is to traverse the checks object, and the transaction associated via API. In the end should be able to jump to associated transaction and download attachments too.

    32 votes

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    1 comment  ·  Admin →
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  11. Now online invoice URL is available through the API, Please provide online credit note URL through the API.

    32 votes

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  12. 31 votes

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  13. It would be useful to have a total record count in the response when executing GET requests against the Xero Accounting API, especially in those instances where paging is being used.

    For example, a GET request for Invoices could return:
    {
    "Id": "xxx",
    "Status": "OK",
    "TotalRecords": 6721,
    "Invoices": [
    ....
    ]
    }

    The use case for this is if I have an application that wants to display invoices to the user (without data replicating into the app), I'd like to display those in a paginated list. But there's no way for the app to know how many pages of Xero…

    30 votes

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    4 comments  ·  Invoices  ·  Admin →
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  14. Add a 3rd option for Bank Rules.
    Allow for transferring to a specified account.

    EG: I transfer money from my PayPal to my main account only.
    OR
    EG: I transfer money from my Skrill account to my main account only.

    And would like these to be reconciled even easer with automated bank rules.

    30 votes

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    5 comments  ·  Accounts  ·  Admin →
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  15. Please update your Reporting APIs w/ an option to get V2 [new] Balance Sheet and Profit & Loss including the default custom layout.

    It is extremely frustrating that the report that comes from the API often in no way resembles the report that the Xero end-user actually uses via the UI, to the point that they don't even recognize it. They invested a lot of time making a custom layout with groups, rules, etc and the result is a pretty fantastic presentation of their financials, but all that work just gets thrown out when a 3rd party application collects the…

    29 votes

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    4 comments  ·  Reports  ·  Admin →
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  16. Please add the GL report to the API Reports list

    27 votes

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    2 comments  ·  Reports  ·  Admin →
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  17. Today, we use another system for writting checks and we need to add the check information to Xero.

    The API allows us to create an invoice for the check and then upload the invoice. However, the API does not allow us to associate a bank account and then check number with the payment of the invoice.

    I know that there is some reason that this the case. There could be an instance where a user tries to associate a previously used check number to the invoice payment. If Xero were to throw a blanket error (eg, "Some of the transactions…

    27 votes

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    1 comment  ·  Invoices  ·  Admin →
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  18. 27 votes

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    5 comments  ·  Reports  ·  Admin →
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  19. The exchange rates are automatically calculated in Xero and not available for query. I want to use the same exchange rates in a third-party software (otherwise the reported money amounts will not match), so I need a way to query the exchange rates that were valid on a certain invoice date.

    26 votes

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    Our agreements with our FX provider prevent us from offering a general API endpoint for historical exchange rates.

    However, you can access the precise rate used for any transaction directly. When you retrieve a multicurrency invoice, the CurrencyRate field contains the exact rate that was applied, ensuring you can match your financial reports exactly.

  20. This would allow us to locally sync purchase orders and reduce API usage and increase speed.

    25 votes

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    6 comments  ·  Accounts  ·  Admin →
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