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Accounting API

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  1. Be able to get aged Receivables and Payables for all contacts via the API and not have to call them one at a time!!!!

    Surely this would be a massive help to your own API given I'm sure multiple people are just smashing the API by making call after call to get all the contacts out!!!

    25 votes

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  2. It is essential for our product to be able to filter Purchase Order by Contact, just like the Invoice end-point;
    Furthermore, having a symmetrical capabilities in "major" end points is a believe important to have - http://developer.xero.com/documentation/getting-started/http-requests-and-responses/#title3.

    25 votes

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  3. For customers who's payment gateway settles the days total takings into your bank account in one lump sum at the end of the day, making single payment against single invoices via API is no good. It would be great to be able to recieve a payment to a bank account and split that payment to be applied against multiple invoices.

    25 votes

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    4 comments  ·  Invoices  ·  Admin →
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    There seem to be a few different requirements here, I want to see what we can do to help:
    - We have prepared a guide on an easy way to handle payments where you have multiple invoices, but one lump some payment from a payment processor into your bank: http://blog.xero.com/developer/handling-payment-processor-receipts-in-xero/

    - Another solution would be for users of the API be able to create a bank feed themselves from a payment service. You can vote for this API feature request here: http://xero.uservoice.com/forums/5528-xero-api/suggestions/340274-import-bank-statement-lines-via-the-api

    There are other questions that point more towards Xero feature requests rather than API functionality. I recommend you request these in our community forum: https://community.xero.com/business/topic/23/

    I will close out this request and we can continue the conversation in the links above.

  4. You currently allow invoices to be paid using credit card (DPS, PayPal etc).

    If it's a recurring invoice (particularly if it's monthly) it'd be great if the client could opt to be billed automatically by credit card.

    23 votes

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  5. The invoices and contact webhooks have been active for over 2 years now, when will we see more webhooks?
    Credit notes, bills, payments, etc.

    22 votes

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  6. The only invoice reminder setting exposed via the API is whether reminders are enabled for the organisation.

    This request is to expose more invoice reminder settings (e.g. rules, templates). Please let us know in the comments which settings you'd like exposed and whether you'd like to update them as well as retrieve them.

    22 votes

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    16 comments  ·  Invoices  ·  Admin →
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  7. I have found an awesome tool by Quick Win Development (http://www.quickwindevelopment.com/) that allows us to extract data via the API straight into Excel.

    Because 80% plus of the reports I ever generate in Xero are exported directly to Excel, please can Xero build into the API the ability to replicate every report currently supplied by Xero, as a bare minimum seeing as though the Reports are diabolical compared to other accounting systems. Particularly for me the P&L by month for a start/end date period.

    Thanks
    Murray

    22 votes

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    1 comment  ·  Reports  ·  Admin →
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  8. Send an automatic reminder notice after, either, 7 days, 14 days, and/or 21 days once the invoice gets overdue. We should have the facility to choose number of reminder notices. Have the facility to generate reminder notice report.

    We sent several invoices everyday and it is hard for us to remember to send a notice to clear their overdue payments

    My client needed this system in xero and he was depressed when he heard that it's not yet developed in xero.

    22 votes

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    0 comments  ·  Invoices  ·  Admin →
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    Good news! Work is almost complete for invoice reminders in Xero so look out for it in the app very soon.

    I’m closing this particular suggestion as it seems to relate to Xero in general rather than the Xero API. General Xero suggestions are best placed here https://community.xero.com/business/discussion/50961/

    If anyone voting for this issue has any API specific suggestions for invoice reminders then please feel free to post it as a new idea.

    Regards,
    Adam

  9. I love the mail-merge style placeholders you've added to the email templates, but there could easily be more!

    For example the "Contact Name" - a lot of my customers are businesses, so the emails will say "Hi ABC Company Pty Ltd" which looks silly. I've added the contact names of the actual people I deal with at those companies into the Contacts section of Xero, so having access to "Contact First Name" for example would be excellent.

    22 votes

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  10. When paying a Bill in Xero you can check a box "Pay by Check". This will add a new "check" to the list of checks and the user can print these checks and mail them.

    Would be helpful to allow this via the Payment API endpoint

    21 votes

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  11. Currently the Inventory Items Summary report is not exposed yet via Xero API. Please vote so we can keep track the demand for it.

    21 votes

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    6 comments  ·  Reports  ·  Admin →
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  12. This request is to expose a boolean value to determine whether invoice reminders are enabled for a particular contact.

    Please let us know in the comments if you'd like to update this value as well as retrieve it.

    20 votes

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    7 comments  ·  Contacts  ·  Admin →
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  13. When I send invoices to customers I have to attach the correlating support data to the invoice. At the moment I can attach the support data but I can't email it out from Xero. I therefore have to download each invoice and then manually generate an email from my email system for each customer in order to attach the data and invoice in a single email... a laborious process at the start of each month!

    Life would be so much better if I could email attachments along with the invoice directly from Xero. This functionality is literally the only thing…

    20 votes

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    6 comments  ·  Invoices  ·  Admin →
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  14. This is especially important for an initial sync of a new customer with our product as we need every invoice in the database (including the PDFs, which we are happy to trickle into the system over time).

    20 votes

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    not planned  ·  4 comments  ·  Admin →
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  15. It's great that xero supports MFA and I would like to query which users have MFA enabled (or more importantly which don't) and import into our SOC so we can ensure that all accounts are protected.

    Given how big a target a finance platform like Xero is for business email compromise and phishing scenarios and how critical MFA is in preventing these attacks - being able to collect this information and easily catch unprotected accounts is very useful.

    19 votes

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  16. When a quote is accepted by a customer, add the option to call a webhook.

    This would allow for integration with job tracking software and a secondary call to the quote API (https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/7040008-quotes-via-the-api) would allow me to retrieve the relevant information (customer, description, line items etc) in order to generate a job sheet for the accepted quote with all the relevant data for workers to begin the job.

    19 votes

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    planned  ·  3 comments  ·  Quotes  ·  Admin →
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  17. The addition of Overpayment and Prepayment endpoints, for us is still not functional with the addition of the reference field in these. Without this there is no robust way to save a prepayment at one point in time, then be able to look this prepayment up later to be used for allocation purposes.

    Same problem for Overpayments.

    Hope this can be added very soon as we are looking forward to the XERO api having proper Prepayment support.

    19 votes

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  18. as with the similar suggestion for manual journals, this would make it possible to keep data in sync between Xero and other systems. Without this ID, if anything so much as the status or one letter in the description changes, there's no way to truly verify you have all the correct lineitems without dumping them all and injecting them again from scratch. yes there are some workarounds, but they all have failure points somewhere without these IDs.

    18 votes

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  19. Please can we allow a contact to be associated with multiple shipping addresses. Whilst groups work to some extent, it is unforgiving if there are any inaccuracies in group membership (which does occur).

    18 votes

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    1 comment  ·  Contacts  ·  Admin →
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  20. This request is to expose a boolean value to determine whether invoice reminders are enabled for a particular invoice.

    Please let us know in the comments if you'd like to update this value as well as retrieve it.

    18 votes

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    9 comments  ·  Invoices  ·  Admin →
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