744 results found
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Fix bug to allow the tax overrides specified for inventory items to be used when creating invoices.
When you specify a tax override for individual inventory items, they are not applied when creating the invoice via the API (it still uses the accounts tax settings). They are only applied when creating the invoice manually.
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Company wide integration
Hi I am setting up a new business and I wanted to ask on here the best way to setup the platform from the ground up for a single company wide visible business starting from the Xero base. Can I add salesforce CRM, Google documents etc. There are obviously really expensive ERP that do this but I am wondering if there is a way of doing this with cloud
1 voteHi Matthew
I will have to decline this posting as this forum is for developers to make feature requests for the developer API, so not the best place to ask.
It would be great if you posted your question in the Xero small business forum though: https://community.xero.com/business/topic/22/ – you will get some useful answers from others, and I will be happy to jump in and give some advice too.
Ronan
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tracking
Add an additional tracking code. Currently there are only 2 and adding a 3rd would be a great benefit.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Allow rules to apply to invoices coming through the API (especially Vend)- So you can automatically add account codes, analysis codes etc.
Rules to apply to invoices recived through the API - analyisis codes
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1 vote
You have given us no information that could help us. If you have believe you are seeing an issue, I suggest you check our status page: http://blog.xero.com/developer/api-status/ – contact details there also should you need to report an issue that has not yet been reported.
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Allow Bank Rules to Find & Match
I have lost of customers who make payments "on account" against one or more invoices. If these payments come into a bank account regularly and use the same reference (e'g a customer account number), a bank rule which sets the customer and allocates the whole payment to only that customer's invoices (e.g. against oldest invoice first, splitting if required) would speed things up no end. Much faster than me going through Find & Match every time.
1 voteThanks for your suggestion. This forum is for use for our developer API – any product requests such as this can be sent direct to customer care who track support and raise them with our product team.
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1 vote
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All Description on Transfer of Funds
When moving funds between bank accounts you have to use the transfer feature but you are only allowed to enter the Date and From and To Accounts. I would nice to have an ability to add a description or a reference if you are trying to record additional data. This would be particularly useful when you are setting up a control account and you want to reconcile it - You don't intend to import a feed here you just want to manually reconcile the account. (so you need the bank function) but you will be mainly transferring money in and…
1 voteThanks for your suggestion. This forum is for use for our developer API – any product requests such as this can be sent direct to customer care who track support and raise them with our product team.
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ezidebit
we require a solution to integrate cusotmers payments by third party company EziDebit
1 voteThis is a duplicate of this entry which is in the correct forum: http://xero.uservoice.com/forums/28866-integration-with-other-products/suggestions/864083-integrate-with-ezidebit?ref=title
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1 vote
The best place to go for assistance is the Xero Answers for Developers site: http://answers.xero.com/developer/
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1 vote
We have a thread going here which has a number of votes already: http://xero.uservoice.com/forums/28866-integration-with-other-products/suggestions/347456-integrate-with-connectwise-it-crm-erp-software- please add your support there so we can track it!
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Allow ID to be specified for new records
This assists when syncing data from external systems or allowing data. For example if I were to sync my CRM's SystemUsers into Xero it would be very useful to share the same GUID on each side.
1 voteIt would not be possible to allow an external system to set a GUID within Xero, but there are options:
For contacts, you can specify a Contact number: http://blog.xero.com/developer/api/contacts/
And for Invoices, you can specify an Invoice number.
For both of these, you can then retrieve that entity from Xero without knowing the internal Xero GUID.
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In the Invoice API, include the JournalLineID under LineItem details
To enable the ability to trace the journal created by an invoice.
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how to use query string with url
i want to get all the invoices where name contains abc, i am using c# for integration, i have tried this
.ForUri(new Uri("https://api.xero.com/api.xro/2.0/Invoices?where=Name.Contains(abc)"))
this will trough an error bad request, how to do this correctly1 voteCode questions are best asked in our developer community: https://community.xero.com/developer/
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1 vote
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put print/email and other options buttons on the bottom of lists as well - convenience
If you go into invoices and tick a bunch to print, you have to scroll back to the top again to hit print. If you are doing individual invoices, this can be annoying and time could be saved simply if the buttons were on the bottom as well.
1 voteThanks for your suggestion. This forum is for use for our developer API – any product requests such as this can be sent direct to customer care who track support and raise them with our product team.
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Full Account details must be available with Invoice record
When GET invoice called using API, we get only ContactId and Contact Name. Here full contact details must be available so that if contact is not available in local database we can insert new one.
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Cash Sale e-commerce
Where is the API for a cash sale? ie. a paid up in full sale made online e-commerce in realtime, do you have to raise an invoice against a customer called Cash Sale? NZ delivery addresses have GST inclusive, and Offshore addresses are GST zero rate. will the api look at the country field and do this for you?
1 voteThe best place to go for assistance is the Xero Answers for Developers site: http://answers.xero.com/developer/
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Remove populated FullyPaidOnDate after payment is reversed
If a payment is applied to an invoice the FullyPaidOnDate is populated correctly and appears through the API.
However, when a payment is reversed on a previously fully paid invoice, the FullyPaidOnDate will not be removed from the XML result through the API, regardless of the fact that the invoice is not fully paid.
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Enable edit Tax code or transaction amount
Changing posted account is good, but to change date, Tax Code or amount required delete transaction and re-enter it.
1 voteAssuming this refers to Invoices, we have no plans to change what you can edit on approved invoices with payments applied as this forms part of the main application audit trail.
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