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Accounting API

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Accounting API

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  1. Xero is awesome for Financial data management and manipulations. Its API providing the extra strength to Xero for integrating Xero with other webapps. Of course Most of the APIs are in still Xero Development Phase, But we need an extensive API for getting the reports(at minimum Tracking Summary Report) to make the use of tracking summary data inside webapps.

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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  2. For some integrations we want to only ever read from Xero. One great example is when we replicate a production Xero system into a test system. In those cases we NEVER want to write to production. Other cases are where clients only want data extracted from Xero.

    This seems a simple ask - just disallow PUT, POST, and DELETE, and allow only GET.

    Cheers,
    Daniel

    3 votes

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    1 comment  ·  Admin →
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  3. 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 correctly

    1 vote

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  4. This is a challenge for SaaS financial apps in New Zealand, both for small business and personal finance. Since Xero already integrates with banks, it would be great to be able to procure transactions through you via a standardised API :-)

    11 votes

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    1 comment  ·  Admin →
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  5. Currently no schemas exist on the developer release of the Xero REST services. Many languages provide useful tools for XML serialization that require a schema. Providing a schema will allow developers to integrate with Xero quickly, as well as ensure that the data format is consistent.

    3 votes

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    1 comment  ·  Admin →
  6. I want to be able to freeze or restrict customers accounts in relation to orders or services if they exceed their credit limit on overdue balances.

    This is a very clear business need and I hope it could be integrated into your system as I believe it would add significant value to Xero

    3 votes

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    1 comment  ·  Accounts  ·  Admin →
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  7. You've already created an app on Zapier, well done. But the app is very limited (Invoices, etc). Please add more object types. If most of your object types were there, we could integrate much easier with Xero. And Xero's technical cred would increase dramatically if the ease of moving Journals, Payments, etc were simply creating new Zaps.

    3 votes

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  8. Requesting the inclusion of the TrackingOptionID directly within the LineItem object for the Journals (Manual Journals) endpoint. Currently, developers have to perform additional lookups or cross-reference tracking names to get the specific ID associated with a journal line.
    Adding the ID directly to the response will streamline integration workflows, reduce API call overhead, and provide a more robust way to map tracking data across different parts of the Xero ecosystem.

    2 votes

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    1 comment  ·  Journals  ·  Admin →
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  9. There are currently endpoints for adding time logging to Xero, but not for interacting with the running timers.

    It would be really helpful to be able to do this, so that I (and others) could have external tools (in my case a StreamDeck) able to start and stop timers.

    I would also like to be able to request information on what the timer is currently on in order to get live feedback.

    1 vote

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  10. Add ability to view and update customer finical details
    - Credit limits.
    - Credit Terms (Invoice due date).
    - Outstanding balances (possibly read only).
    - Discount.

    This will allow among other for 3rd part vetting process of customer onboarding to be seamlessly integrated.

    2 votes

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    1 comment  ·  Contacts  ·  Admin →
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  11. we require a solution to integrate cusotmers payments by third party company EziDebit

    1 vote

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  12. Linked Transactions are limited to one per call via the API. This results in having to make a great many API calls unnecessarily. For instance linking the invoice line items to a project after several invoices with many lines are added via API will require many more calls than are allowed. For now I will have to put in place a costly work-around to trickle in the linked transaction calls.

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  13. You can already do a Xero to Xero invoice. I would like to link in to other on-line invoice aggregator services via their API and send an invoice to them electronically. I have a couple of multi national clients who refuse to accept invoices that are emailed with PDF attachments. They want me to use their invoice aggregator which either costs me money (if I integrate using their API) or time if I log on to their portal and manually enter each invoice (yeah right!).

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  14. It is great that the Quote API is now available, however it would also be great if we could have an endpoint to download the PDF of the quote just like we can for an invoice.

    For API integrations it allows single click download via the API without the user needing to go into Xero and manually download it.

    1 vote

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    0 comments  ·  Quotes  ·  Admin →
  15. 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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  16. AT the moment, once you have approved a line of an expense, you can never edit it again. If you get the VAT code wrong, there is no way of changing it. If you haven't approved the entire invoice, you can cancel the claim - but then you can't reenter it - you have to get your employee to do this all over again. If you have approved the claim - there is nothing you can do.

    Please fix this - I don't understand why we haven't got the same editing abilities in the Expenses section as we do in…

    1 vote

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  17. As a building business it would be nice to ascertain the costs of a specific build/client to ensure the company is on track with profit/loss per project.

    When I started out in Xero, and when all purchases were been entered in as drafts, when a certain reference was entered, such as the client name or job number, a running total was always displayed as to how much was spent on a particular build/client.

    Ironically once the purchases were approved and/or paid, upon typing the same specific reference, would no longer provide a tally or what was spent, to be paid…

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  18. We will need that field to integrate with our external CRM system.

    1 vote

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  19. Gain ERP offers enterprise class Accounting, Billing, Inventory and SaaS model services for the SMB market. The team leverages open source technologies and Google Cloud Technologies to lower project costs and strengthen the customers business.

    https://www.gainerp.com

    1 vote

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    1 comment  ·  Accounts  ·  Admin →
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  20. I would like to be able to do a monthly cash flow projection. I would start with the cash flow from the past 12 months. I would present the average for each line item and give the forecaster the option to increase or decrease the figure for the coming 3 months. It would need some work to break out the revenue figure by account and to give a way to put in a projection for accounts or opportunities yet to be won by the sales team.

    1 vote

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