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Accounting API

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51 results found

  1. 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 votes

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  2. I would like the Budget Variance Report to be available via the API:
    https://central.xero.com/s/article/Budget-Variance-report

    It is not listed in the reports available from the API
    https://developer.xero.com/documentation/api/reports

    4 votes

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    0 comments  ·  Reports  ·  Admin →
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  3. According to BankTransaction documentation found at https://developer.xero.com/documentation/api/banktransactions
    Reference is currently supported on Receive and Spend transactions.


    Reference Reference for the transaction. Only supported for SPEND and RECEIVE transactions.

    Is there a reason why this is not supported?

    When I create a BankTransaction through either Xero UI or API, reference is stored and shown on UI; however, it is not available through BankTransaction API.

    3 votes

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    3 comments  ·  Accounts  ·  Admin →
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  4. Update documentation for Prepayment allocations. In current documentation you get the feeling that prepayment can have allocation only on Invoice, but if you send CreditNote or another Prepayment it works correctly.

    It would be awesome to write this down in documentation and next time name the element TransactionID, or somehow so you don't think only Invoice is supported.

    http://developer.xero.com/documentation/api/prepayments/#title6

    2 votes

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  5. Currently the URL elements of various Xero resources appear to reject URLs that do not fit the http or https scheme. It would be very helpful if this barrier was removed.

    Both OS X and iOS are seeing an explosion of applications that implement custom URL schemes as a way to hook or callback. https://developer.apple.com/library/ios/documentation/iPhone/Conceptual/iPhoneOSProgrammingGuide/Inter-AppCommunication/Inter-AppCommunication.html

    My personal use case is a custom built warehouse management system. Our established application is hosted on premises, with client runtimes on OS X and iOS. We're integrating as a private app to Xero and will be pushing in contacts, payables and sales.…

    3 votes

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  6. Return this setting for a contact under Financial Settings | Sales Settings as a LineAmount type https://developer.xero.com/documentation/api/types/#LineAmountTypes to allow this to be used to set the <LineAmountTypes> in the creation of an invoice for this contact with the appropriate Invoice Tax Line Amount Type.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
  7. Once invoice is paid, invoice line item tracking category may be updated in Xero system, but can't make it work via API. I keep getting "This document cannot be edited as it has a payment or credit note allocated to it." error instead.

    1 vote

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  8. It's great to see that creating and deleting repeating invoices is now available in the API. However, there was one crucial thing that was missed: There is no ability to create/define the EMAIL MESSAGE that gets sent with the repeating invoice.

    The documentation mentions “You can use the API to trigger the email of an approved repeating sales invoice out of Xero by setting the ApprovedForSending to true and the status to AUTHORISED.”

    The API has the fields SendCopy, MarkAsSent and IncludePDF, but there is no ability to define the actual content of the email.

    This has somehow been…

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  9. I can create a new ContactGroup through the API yet I cannot delete that group?

    The documentation states "The DELETE method is used to remove a contact from a contact group or remove all contacts from a contact group."

    Neither of which I want. I want to remove the entire ContactGroup from existing.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  10. It's currently not possible to add Attachments to a Prepayment via the API.

    It'd be nice if we could access this at "https://api.xero.com/api.xro/2.0/Prepayments/{Guid}/Attachments/{Filename}" to bring the functionality in line with the GUI.

    We currently have access to: Invoices, Receipts, Credit Notes, Repeating Invoices, Bank Transactions, Bank Transfers, Contacts, Accounts, Manual Journals, Purchase Orders, Quotes (https://developer.xero.com/documentation/api/accounting/attachments).

    Seems like the standard and infrastructure is already there, it would be nice to have this one soon, thanks!

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  11. Per the documentation for Profit & Loss periods, the only way to always get a full month of data for previous periods is to start in a month with 31 days.

    Given we have a 30 June year end this is a pretty annoying workaround.

    The confusing thing is that setting up the Balance Sheet in a month with 30 days doesn't result in this issue and prior periods will automatically show the 31st day where applicable.

    6 votes

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    0 comments  ·  Reports  ·  Admin →
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  12. SIE is a universal data format to exchange accounting information between different systems.

    Our auditor prefer having a SIE4 file, which he would import into his own system, to do the final revision and making necessary documentation for the government. W/o this file he has to tap in the data manually, which takes more time and cost us more money.

    We would like to add the SIE file format as an alternative for export.

    For mor information
    https://en.wikipedia.org/wiki/SIE_(file_format)

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  13. The Job returned by the XPM API v3.1 is not consistent, for example:
    01. Jobs - GET - Current -> contained <WebUrl>
    02. Jobs - GET - Staff ID -> does not have <WebUrl>

    Also, I find it a little puzzling, on how all other "Schedule Information" fields such as Start Date, Due Date, Partner, Manager, and even all Assigned Staffs are included in GET Current Jobs, but Priority is not..

    Could the Practice Manager API have a little bit more love from Xero? I really suspect that the XPM API is built by completely separate team, because even by…

    2 votes

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  14. GET Contacts returns the ContactNumber field, but this is not shown in the documentation.

    1 vote

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  15. It would be really useful to be able to access (and ideally edit) staff billable rates via the Practice Manager API.

    Many other fields can be accessed via the Staff endpoint:

    https://developer.xero.com/documentation/api/practice-manager-3-1/staff

    This would be a really useful addition.

    2 votes

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  16. Hi,

    I saw that there is a way to get an online invoice url via the api. (ref: https://developer.xero.com/documentation/api/accounting/invoices#retrieving-the-online-invoice-url)

    We hope to have the same way to easily get a shareable Prepayment URL via API for customers to view as well.

    1 vote

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    0 comments  ·  Admin →
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  17. I have clients who, when they bill their clients, are required to submit spreadsheets, copies of documents etc WITH their invoice - many state and government jobs require this. It would be great if it could be done within Xero rather than go out to the "normal" email to send both the Xero invoice and the attached documents.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
  18. The Practice Manager API allows you to restrict the list to anything that has been modified since a particular date. The issue is that the value isn't returned on the response.

    We would like that field to be returned so we have visibility on the exact last modified time.

    https://developer.xero.com/documentation/api/practice-manager/clients#get-list

    modifiedsince=yyyy-MM-ddTHHss

    Thank you

    1 vote

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    0 comments  ·  Admin →
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  19. From http://developer.xero.com/documentation/api/attachments/

    "Attachments can only be attached to documents that are of status DRAFT"

    This is a little annoying, it means we have to create the invoice in DRAFT, add the attachments, then transition the invoice to SUBMITTED or AUTHORISED.

    Can Xero remove this restriction?

    2 votes

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  20. 1 vote

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