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Accounting API

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578 results found

  1. allow filtering on all endpoints for null/blank guid fields

    Our customers / product requires the ability to filter by null/blank guid fields.

    For example, the Invoices endpoint has a RepeatingInvoiceID field. We have customers that need to find all invoices that DID or DID NOT originate from a repeating invoice.

    The logical approach would be via the where clause using one of the following syntax.

    ?where=RepeatingInvoiceID != null
    ?where=RepeatingInvoiceID == null
    ?where=RepeatingInvoiceID != ''
    ?where=RepeatingInvoiceID == ''

    This not only needs to apply to invoices but all endpoints (e.g. the invoices BrandingThemeID, the bank transactions OverpaymentID or PrepaymentID, etc.)

    1 vote
    0 comments  ·  Admin →
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  2. Add ability to delete bank transfers

    Add ability to delete bank transfers through the API

    Currently you can only create them and not delete them or the associated transactions

    1 vote
    0 comments  ·  Admin →
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  3. Allow Invoice History and Notes for an individual invoice to be exposed within the GET invoice endpoint

    We use Breadwinner to sync Xero to Salesforce. In Xero for an individual invoice we can see the History and Notes. We want to surface that data within the Invoice record in Salesforce.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
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    1 vote
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  6. Webhook to notify Chart of Accounts changes

    Please create a webhook to be notified when there are changes in the Chart of Accounts

    https://developer.xero.com/documentation/guides/webhooks/overview/

    1 vote
    0 comments  ·  Accounts  ·  Admin →
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  7. Request to Expose WIP and Staff Capacities API [XPM]

    I wanted to inquire if there are any plans or possibilities to expose APIs for wip and staff capacities in XPM. Such an API could be incredibly valuable for integrating with our internal tools and streamlining workflows.

    1 vote
    0 comments  ·  New APIs  ·  Admin →
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  8. Bank Transfers update and delete support in Xero API

    The Xero API supports creating and getting Bank Transfers through the API

    It would be nice to have the ability to update and delete Bank Transfers through the API

    Original Post: https://github.com/XeroAPI/xero-python/issues/167

    1 vote
    0 comments  ·  Accounts  ·  Admin →
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    1 vote
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  10. Add additional data fields to the Brex to Xero account reconciliation API (Department, Location & Comment)

    The data pulled from Brex in the reconciliation dashboard is not sufficient to reconcile Departments & Locations. Can you add these fields in your API so they are pulled from Brex and included in the Description field? The description field currently lists the vendor again (which is redundant) but it does not list other important fields, such as comments, departments or locations. Can you add these fields in your API interface/pull

    1 vote
    0 comments  ·  Files API  ·  Admin →
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    1 vote
    0 comments  ·  General Requests  ·  Admin →
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  12. Ability to update Xero Tracking Category on Paid Invoice Items via API

    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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  13. Quote

    I’m currently working with the Quotes endpoint (https://api.xero.com/api.xro/2.0/Quotes) and need to retrieve multiple quotes by their QuoteNumber.
    Could you confirm if there is a way to fetch multiple quotes in a single request filtered by QuoteNumber?
    Alternatively, would it be possible to support the where filter with OR conditions for multiple QuoteNumber values in future updates?

    1 vote
    0 comments  ·  Quotes  ·  Admin →
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  14. ManualJournals to have the DATE field as an optimised filter

    With the introduction of the MANDATORY OPTIMISED FILTERS, some Xero customers that raise many ManualJournals can no longer access them via the API because the DATE field is not included as an optimised filter.

    It's imperitive to be able to filter all transactions by date.

    As such, all endpoints should have DATE field optimised.

    This ensures we can do things like the follow snippet to pull a single month of data without it putting strain on the xero servers.

    ?where=(date >= DateTime(2025,02,01) and Date <= DateTime(2025,02,28))&page=1

    1 vote
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  15. Contact search should be case insensitive via API

    While creating the sales invoice via API, usually we check if the contact is already created or not, to search the contact the name/keyword must be used in the same case that is available on Xero, if its different then it will not search.

    1 vote
    0 comments  ·  Contacts  ·  Admin →
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  16. Download PDF and Online URL for Overpayments through API

    Our customers pay money in advance for us to hold and later use to pay for different services.
    Their reason is they have a budget allocation at the beginning of every month which they later use for a varied services with us.
    We can only keep the money as Overpayments as this has no tax impact.
    Customers need however a receipt in advance, to use before their finance department to actually make the payment.
    We need this functionality in the API to avoid messy manual work in parallel to Xero.

    0 votes
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  17. Enhance endpoints such as Invoices to allow filtering on LineItems sub fields

    For performance purposes and to keep the amount of data in transit down, it would be good to enhance the Invoices and other endpoints to allowing filtering on LineItems.

    For instanced, AccountCode, ItemCode or TrackingCategories.

    This will allow devs to query a smaller subset rather than pull all invoices.

    0 votes
    0 comments  ·  Invoices  ·  Admin →
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  18. Include content-disposition header in response on GET Files/{FileId}/Content

    When downloading files via the GET Files/{FileId}/Content, there is no way to know the filename without first getting the details of the file via
    GET Files/{FileId}/

    This means 2 calls must be made when downloading files.

    As a suggestion, to reduce pressure on the servers, the Xero API should include the content-disposition and content-type headers on GET Files/{FileId}/Content

    This would be similar how we need to include those fields on POST.

    This means we could simply parse these headers to find out the file name, reducing pressure on the xero api servers.

    0 votes
    0 comments  ·  Files API  ·  Admin →
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