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Accounting API

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578 results found

  1. Your system needs to support longer SKU's if you plan to continue working with the KATANA platform and Shopify they do not have a hard SKU limit and because of this we are unable to import a number of the orders we import from Shopify into Katana... and this requires us to do a work around to create a order/invoice in your system...

    2 votes
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  2. It would be great if the reference populated into one of the payment fields - ref or Code so the Supplier knows exactly what we have paid for - and allocates our payment as we intended.
    The Accredo package did it - all part of package.

    2 votes
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  3. In the current version of Xero, the deletion of allocations from PrePayments and Credit Notes is not allowed via the API and can only be done via the web interface.
    It is a much-needed feature and we have tens of hundreds of clients who are asking for it.

    2 votes
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  4. Invoices have a Date field with the temporal resolution of YYYY-MM-DD (despite there being numeric values to support time as well).
    This field shows the date that the invoice is created. It would be wonderful if the invoices had a time field, with the timestamp that the invoice was created.
    Fundamentally, this is extremely similar to UpdatedDateUTC.

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48771044-invoice-api-add-created-timestamp

    2 votes
    0 comments  ·  Invoices  ·  Admin →
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  5. PDF Invoices that are attached in Xero have a URL that 3rd party apps can link to

    e.g a purchase invoice has an attachment which is thescanned copy of the invoice, we would like a url so we can link the pdf to a web app

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  6. when a supplier generated sales invoice is received it would be nice to be able to agree to their grant total

    1 vote
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  7. It would be cool if we could push invoices to the in.xero.com portal from other 3rd party applications, then users could import them seamlessly into their accounts.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  8. I have noticed when a Pay pal transaction is transferred for reconcillation you cant add a file.

    1 vote
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  9. At the moment, they can't be set as far as I can see and so every time I pull in an inventory item those two fields are blank and have to be set manually. For certain inventory items those two fields are always the same. In Sage you could press F6 to set from the cell above which would have been a workaround but here I have no choice but to do everything manually each time.

    1 vote
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  10. The bank statement report API works great. For each bank line it has the date, amount, particulars, code and reference fields, however the "Analysis Code" field is not available, although it is available via the normal Xero interface on the Bank Statement view. Sometimes this field contains important transaction identifying information. Please make this available via the Report API.

    1 vote
    0 comments  ·  Reports  ·  Admin →
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  11. Currently, there is a feature to add a client code for businesses who handle multiple clients. However this code can only be entered after the client is setup as a separate step. It would be quicker to optionally add the client code as part of the setup process.

    1 vote
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  12. please can we have 3 dec point in money. eg. i need to be able to enter ... @ $0.075

    1 vote
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  13. In Version 2.74 on Dec 8, 2014, added new feature delete a payment.
    However this feature only allow to delete payments to approved AR and AP invoices, but NOT allow to delete payments to AR and AP CreditNote.

    1 vote
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  14. 1 vote
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  15. When I send "<CurrencyCode>usd</CurrencyCode>" to a CAD base ledger (with USD as a valid currency) the invoice currency becomes CAD. But if I change it to "<CurrencyCode>USD</CurrencyCode>" then it works fine. (data is coming from Stripe, which uses lower case).

    Xero should always capitalize the currency code.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  16. For example, creating invoice payments return invoice contact summaries in responses.

    If contact details are required on the client side the result is a subsequent API call to retrieve them.

    In this case the overhead of the subsequent call is greater than the cost of returning the information in the invoice payment response. This issue is compounded due to Xero API's rate limiting on requests.

    An optional parameter 'enableSummaries=false' would be nice.

    I understand that for cases like retrieving multiple invoices that summaries are useful but for single result responses, such as invoice payments the current functionality seems inconsistent. The…

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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  17. Currently the "Inventory Item Details" report shows all the sales per item, but very difficult to work with. Can you please incorporate a Slaes for the period column in the "Inventory Items Summary"

    1 vote
    0 comments  ·  Reports  ·  Admin →
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  18. An awesome feauture would be to automatically update stock on hand in Xero AND Shopify when receiving Purchase Orders. Without this it's not feasible to manage inventory in Xero for a Shopify store.

    1 vote
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  19. 1 vote
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  20. Invoices with more than 60 lines will not POST to xero. The request is to large. It would be nice to load the invoice with 30 lines then append 30 more.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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