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Accounting API

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720 results found

  1. Xero now has an integrated Workpapers application (http://www.xero.com/workpapers). This is a placeholder to track requests and potential use cases so we can evaluate development of this feature.

    13 votes

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  2. Names containing accented characters, eg: Nuñez, are rejected when uploading a new Contact.

    13 votes

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    1 comment  ·  Contacts  ·  Admin →
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  3. I find the reports available in xero very minimal, especially compared to those my accountant are used to from Simply Accounting. Consequently, I wish there were an API I could use to generate my own reports rather than hope that the xero team will implement the exact report that my accountant is requesting.

    13 votes

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    Since this request has been opened a lot of extra functionality has been provided, including reports by tracking for P&L and balance sheet: http://developer.xero.com/documentation/api/reports/

    There are still a number of features we could improve on, and a number of these exist as distinct feature requests in this forum. We suggest adding your votes to those requests so we can close out this generic feature request which is difficult to define/act on.

  4. In US Xero we would like invoices to go into Xero with the "Auto Tax" element switched on - by default they go in as "Manual Tax".

    We have looked at the Invoice endpoint on the Accounting API and can't see a way to do this, but did notice a Type for Auto Tax, but this is only available for GET (not POST).

    We need to make use of this feature with POST, even if it's only the high level "Auto tax" setting of Manual/Auto (we are happy for the From and To to be populated based on existing data).

    12 votes

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    under review  ·  8 comments  ·  Invoices  ·  Admin →
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  5. We create invoices in Xero using Custom Connector for a number of customers, depending on customer requirements after creating the invoice we either trigger the email of the invoice (as per https://developer.xero.com/documentation/api/accounting/invoices/#emailing-an-invoice) or bring a copy of the invoice PDF back to the customers other system for sending from there.

    Now that e-Invoicing has been introduced in NZ our customers want to start sending invoices as eInvoices but this can't be achieved via the API currently.

    12 votes

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    3 comments  ·  Invoices  ·  Admin →
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  6. It's great that we can create and delete repeating invoices via the API, but we also need the ability to update them, especially options such as ApprovedForSending, Next Invoice Date, and Due Date.

    12 votes

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    4 comments  ·  Invoices  ·  Admin →
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  7. I would like to see how much has been calculated to 'pay to customs' for the current period. The same value seen in the current VAT report.

    12 votes

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    2 comments  ·  Reports  ·  Admin →
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  8. Many thanks for adding Invoice/Contact webhooks. We'd love to get inventory items to be the next cab off the rank.

    Syncing stock for tracked items is what we're trying to achieve. So if we could be told when inventory items have changed, specifically in terms of QuantityOnHand.

    12 votes

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  9. I need to get all those Journals which involves a Bank account. (i.e. one of its JournalLines has an account of type Bank).

    Note that If I get all journals using Journal API, it is very time consuming. I hope to use the Journal API in such a way so that it only returns those Journal which involve a bank.

    12 votes

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    1 comment  ·  Journals  ·  Admin →
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  10. Currently the field 'BrandingTheme' is only returned on a GET request. We would like to have this field customizable, so we can change the theme used based on info in our CRM

    12 votes

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    5 comments  ·  Contacts  ·  Admin →
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  11. I would like to export PDF reports via the API to email to management monthly via a 1 click process. I cannot built this presently without converting the report data to PDF format myself.

    12 votes

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    1 comment  ·  Reports  ·  Admin →
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  12. Because we currently extract accounts through reports, we don't get the internal unique identifier and have to match on number and name. If the user re-names or re-numbers an account in Xero (and this is likely to happen to other entities) we lose the connection to the account stored in our system and the user potentially loses data.

    12 votes

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    1 comment  ·  Reports  ·  Admin →
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  13. 12 votes

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  14. Be able to retrieve the online quotes URL via the Xero API as you already can for invoices (http://help.xero.com/#OnlineInvoices)

    11 votes

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    3 comments  ·  Quotes  ·  Admin →
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  15. Since overriding of line item's tax amount is possible in Invoices endpoint, same capability should also be possible in BankTransactions endpoint.

    11 votes

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  16. To be able to add new user via API and connecting it with Employee, Customer, and Supplier

    11 votes

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  17. Currently Xero API exposes the timezone via Organisation endpoint as text eg. <Timezone>NEWZEALANDSTANDARDTIME</Timezone>

    11 votes

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  18. I believe it is possible to export a batch payment file for subsequent import into your internet banking solution. It would create efficiencies to build outward direct bank feeds to set up payments on Bills. Then make it available via the API to set due/ payment dates and create payment batches.

    11 votes

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    2 comments  ·  Banking  ·  Admin →
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  19. I'd love to build an WP7 application for the Xero platform, however the step that involves navigating to the login page which is required to complete the OAuth process is blank on WP7 browsers.

    11 votes

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  20. 11 votes

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    1 comment  ·  Admin →
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