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Accounting API

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578 results found

  1. Taxable payments report lodgement through Xero Tax

    Recently lodgement of payment summaries through Xero Tax became available. You can also manually create these instead of handwriting the ATO forms which has been fantastic so far for our firm. It would be much appreciated if this was also done for the annual taxable payments report for the building and construction industry for tax clients who do not use Xero software.

    19 votes
    0 comments  ·  General Requests  ·  Admin →
    How important is this to you?

  2. Allow case insensitive search on Item codes

    Apparently there is an unique index on Item codes which is case insensitive, i.e. you can not create a different item with the same code with a different case. However the API doesn't allow case-insensitive search on item codes, which is really awkward. This is a big problem when you get an error when inserting a new item because of an earlier item with the same code but different case. It's very hard to find the original item in this case.

    19 votes
    0 comments  ·  Items / Inventory  ·  Admin →
    How important is this to you?

  3. Enable copying of purchase orders to bills

    Currently the Xero UI allows users to copy a purchase order to a bill which is useful for tracking an order through to payment. This functionality however is not present in the API. The API also does not provide any reference between a bill created in this way and the original PO, so it is impossible to determine whether or not a Bill was created in this way.

    I propose that the API enables a few things:

    • Provide the bill/invoice/purchase order ID with the original purchase order. This ID would be the newly created records ID and allows us to…
    19 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  4. Reconcile individual payments (NOT Bank Statement)

    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…

    19 votes
    4 comments  ·  Admin →
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  5. add the ability to trigger email of creditnotes to customers.

    We can trigger emailing invoices from XERO to the customers email address, using the /email end point on the INVOICES api. We urgently require the same functionality for credit notes and we do not understand why this feature was not extended from invoices to credit notes. Urgently required for customer integration project.

    19 votes
    4 comments  ·  Credit notes  ·  Admin →
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  6. sales tax report

    Able to access the Sale Tax Report via the API

    18 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  7. Creating Repeating Journals via API

    Be able to create and manage repeating journals via API

    18 votes
    0 comments  ·  New Endpoints / APIs  ·  Admin →
    How important is this to you?

  8. Modified date on product items should uodate when the on-hand quantity changes

    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.

    18 votes
    3 comments  ·  Items / Inventory  ·  Admin →
    How important is this to you?

  9. Expose the new Expense feature via the API

    Xero previously had an Expense Claims public API available (https://api.xero.com/api.xro/2.0/ExpenseClaims)

    However since 2018, a new Xero Expense product has replaced Expense Claims and any new organisation is forced on the new expense product. This new expense product currently has no available API.

    This is a regression as the previous API allowed developers to build integration with the Xero's expense features, however it is now not possible anymore.

    There is an existing trello card for this feature however I do not understand why it is still in the "nice to have" column although the number of votes is higher…

    18 votes
    3 comments  ·  New Endpoints / APIs  ·  Admin →
    How important is this to you?

  10. Expose employee cost rate data through an API endpoint

    Currently, we can enter employee cost rate data into Xero, but this data is not available back to us through the API. This limits our company's ability to accurately track project profitability, especially through more sophisticated solutions using BI tools outside of Xero. A simple solution would be to expose this data through the Projects endpoint (User table) or another Xero API endpoint (Accounting?). Such a limitation has sparked recent conversation in our LT to migrate away from Xero as our company grows > 50 employees. Without this data available in the API, messy workarounds are implemented externally.

    18 votes
    1 comment  ·  New Endpoints / APIs  ·  Admin →
    How important is this to you?

  11. Make Receipt updatable via API

    The documentation says:

    PUT Receipts
    The PUT method is similar to the POST Invoices method, however you can only create new receipts with this method.

    It would be great if I was able to update receipts with the PUT method.

    17 votes
    0 comments  ·  Receipts & Expenses  ·  Admin →
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  12. allow ItemID to be specified when adding line items

    It seems to be possible to supply the ItemCode but not the ItemID. I guess the ID is unique for each item? It would be really great in my opinion if the API could be consistent and the ID field was always used to specify a join whenever you are creating or updating anything.

    Consider the following use case:

    A web app with integrations to xero to do all of the invoicing, and inventory price management. Contacts (users), orders (invoices) and products (items) are stored in the app, but also created in xero. The app then stores the xero id…

    17 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  13. Invoice/Webhook - When posting Invoices, be able to set a flag to stop the Webhook from sending the same data back

    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.

    17 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  14. Smart lists via API

    Expose the new smart lists feature via the API (more info here: https://www.xero.com/tv/video/?id=5986-smart-lists-in-xero)

    16 votes
    2 comments  ·  Contacts  ·  Admin →
    How important is this to you?

  15. Connect multiple Shopify store feeds from one organisation

    Lots of business have multiple Shopify stores, buy at present we can only use one feed from one shop.
    This means we still have to manually input data from one store and can't upscale using the system.
    I am sure there are many other retailers with a similar problem.

    16 votes
    0 comments  ·  Admin →
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  16. contact notes

    Access to the Notes field in the Contacts endpoint would be nice.

    16 votes
    2 comments  ·  Contacts  ·  Admin →
    How important is this to you?

  17. Query webhook status via API

    After checking in with Xero support there I found there is there no way to poll the webhook status.

    It is important to us that the webhook remains "OK" and we have had situations where it has disconnected due to changes in our software that did not go noticed which has required manual reconnection.

    If we are able to query the webhook status then we can hook this up to our monitoring and react accordingly.

    16 votes
    1 comment  ·  Accounts  ·  Admin →
    How important is this to you?

  18. integrate google wallet with xero bank account and payment system

    google wallet now allows customer send funds (from credit/debit or bank account) to a business google wallet. I'd like to have xero recognize google wallet as a bank account, so it could receive transactions from it.

    in addition, we'd like to be able to make payments (payroll included) using google wallet

    thanks for considering

    PS. as it stands now, a third party can not write such an integration because the Xero API for banking/payment is not available.

    If this request is not considered, alternative suggestion is to introduce new Xero APIs so this integration could be done by a third…

    15 votes
    1 comment  ·  Banking  ·  Admin →
    How important is this to you?

  19. Add total discount on invoice

    My client need to add total discount on entire invoice rather than giving discount on each item.
    This would be great if we have such option.
    Thanks
    Sanjay

    15 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  20. Include contacts that have been converted to customers (or suppliers) when "If-Modified-Since" filter is applied

    When a contact is created in Xero it is not until after an invoice has been created that it gets converted to a customer (or supplier). Which is expected.

    However when the "If-Modified-Since" filter is used on the GET Contacts endpoint where the "If-Modified-Since" date is after the contact is created but before the conatct as made into a supplier (i.e. after the isCustomer or isSuppler flag flips from false to true in the body of the Contact response) then the contact is not returned in the response.

    I sugget a change that when a contact is converted to a…

    15 votes
    1 comment  ·  Contacts  ·  Admin →
    How important is this to you?
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