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Accounting API

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720 results found

  1. 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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  2. When a user has access to multiple Xero accounts it would be great to know the Tenant ID of the account they linked in the auth response.

    10 votes

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  3. I'd like to be to able to enter the customers address when I create a quote or invoice. Currently I can only do this once the quote/invoice is created by editing the customers details.

    10 votes

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    1 comment  ·  Contacts  ·  Admin →
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  4. Access to the Notes field in the Contacts endpoint would be nice.

    10 votes

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    3 comments  ·  Contacts  ·  Admin →
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  5. When creating invoices via Xero UI, contact and organization default due date rules are applied, which is great!
    But when creating invoices via API, due date field is left blank unless it's explicitly set in the API request. All this nice logic of applying contact and organization due date, in that order, is skipped for API created invoices, resulting in a rather inconsistent UX for end users.

    And to "use" that feature of Xero, each API application would need to reimplement same logic that Xero UI already has.

    I think keeping parity between UI and API would be very good…

    10 votes

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    0 comments  ·  Invoices  ·  Admin →
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  6. Problem: if a Journal is reversed, Journal.SourceId may point to an invoice whose LineItems do not correspond to JournalLines.

    Proposed Solution: If a Journal is a reversal, expose the number of reversed journal via API, e.g.

    <Journal>
    <IsReversalOf>originalJournalNumber</IsReversalOf>
    ...
    </Journal>

    When it is useful: in the simplest scenario, when Invoice's LineItem is edited, the original Journal corresponding to the Invoice is reverted and new one is created. We end up with three Journals: Journal1 and Journal2 cancel each other, Journal3 reflects (the new version of) the invoice. Unfortunately, all three Journals have SourceID pointing to the (now modified) invoice. Consequently,…

    10 votes

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    1 comment  ·  Journals  ·  Admin →
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  7. It would be great if the limit of API calls is increased. That way we can make more requests to Xero and not have the connection destabilise. This affects our customer experience as our customers ask us always

    10 votes

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  8. Simple thing, just give option for copying/bcc'ing others, especially for clients who specify that you do this.

    10 votes

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    1 comment  ·  Invoices  ·  Admin →
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  9. Xero will be retiring the old reports on July 31. By retiring the old reports, you also retire the only place where subscribers can affect the layout of the Profit and Loss report retrieved via the API. However, to date, you offer no replacement and no transition plan to your subscribers or developers.

    We use the Reports endpoint to retrieve data needed for our internal reporting. If not for the API, we'd be pulling and formatting seven reports to compile our monthly reporting. Today, if we add a new account or need to change the layout for the P&L retrieved…

    9 votes

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    10 comments  ·  Reports  ·  Admin →
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  10. With Webhooks enabled, it is pointless to have the webhook send the same data back to us when we are posting the data to Xero.

    9 votes

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    2 comments  ·  Invoices  ·  Admin →
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  11. this will make it possible to keep local data linked to manual journal lines up to date and in sync with changes made in xero

    9 votes

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  12. Contact entity has a field to store Tax number type (EIN, SSN, ITIN and ATIN). This field is accessible via UI or in exported csv file, but not accessible via API, while "Tax Number" itself can be read using API.

    9 votes

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    3 comments  ·  Contacts  ·  Admin →
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  13. Provide CreatedDateUTC element so invoices, manual journals etc can be filtered using the new element in similar way like UpdatedDateUTC

    9 votes

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  14. The addition of reporting a contact's balances was a great addition, however I feel the response structure should be consistent, regardless of balances. Where any balances are $0, this should be reported as $0, instead of being removed. By removing the key, we are left only being able to test for the absence of data, which creates an assumptive logic.

    I understand that removing keys for null values might be part of your api design (ie no email address entered doesn't return an empty <EmailAddress>, but technically, a customer always has a balance so there for the Balances data should…

    9 votes

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    0 comments  ·  Contacts  ·  Admin →
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  15. Provide API to get report Sales By Item. because it will help to analyse sales by Item (Product). Now we can generate the report but I don't see API to get report data as other financial report.

    9 votes

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    1 comment  ·  Reports  ·  Admin →
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  16. This is available in Web Interface, but API does not have any documentation on it.

    8 votes

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  17. Currently, you can update reconciled transactions in Xero. However, reconciled transactions are locked (read-only) and can't be updated via the API. Users want to be able to update reconciled transactions via the API (add descriptions, change accounts, etc.).

    8 votes

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  18. When you change something simple on a product item (say the description) then a request for modified since returns this item.

    But if the stock in-hand figure changes (because you've sent an invoice) then the modified date doesn't change and this item isn't returned in the atli query.

    So, in effect there is no easy to tell (via API using modified dates) when the stock on- hand has changed. You would have to load all items every ten minutes to know what the current in-hand stock is... And then you would get rate limiting issues.

    8 votes

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  19. We use Xero Invoice Webhook to create the electronic invoices needed to comply with Argentina tax laws.

    We have discovered some updates that could be made to the invoice webhook in order to dramatically decrease the API calls we send to Xero (to get the invoices details).I think this updates will also benefit the implementation of e-invoice in USA, AU and NZ.

    The two updates are very simple. Just add to the invoice webhook payload the following data:
    1 -invoice type (in order to avoid API call for bills)
    2- nvoice status (in order to avoid API calls for draft…

    8 votes

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  20. We receive payments from online services (stripe and paypal) and programmatically add an invoice as well as a payment for the invoice and the fee from the charge.

    When the bank charge comes from the bank we go in and manually match them with the payments. With PayPal this is easy because they come in and match 1:1 with the payments and fees. With stripe it's not so easy becaue our daily payout contains dozens of fees and charges.

    We would like to programmatically match these. Note that this is NOT the same as reconciling a bank statement, I think…

    8 votes

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