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729 results found
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unlock reconciled transactions so that updates can be made via API
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 -
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.
8 votes -
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 many are confused by this post: https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/2884040-reconcile-via-the-api
All I need is the the ability to grab the payment that came in (transfer) from stripe or paypal, and then match it to the payments and fees (add one or many related ID's ).
Thanks!
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 -
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 know where a purchase order was copied
- Provide the original purchase order ID in the newly created record so we know which purchase order was copied
- Allow purchase orders to be copied. This could be done very simply by adding a purchase order ID property to the creation of a bill/invoice/purchase order.
This is crucial for us to implement a feature we're working on. The only way around this is either to force the users to perform the action within Xero directly, or have them void a purchase order a create a new bill. Neither solution is suitable, as they either completely lose the trail of the purchase, or they have a poor user experience and we then have no way of correctly tracking the data which causes issues on our end
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…
8 votes -
Be able to extract via API bank balances in Base Currency or in Foreign Currency of Bank Account
Currently API can only get bank balances in Base Currency from Reports -> Bank Summary. This means it is all converted into the Base currency by XE.COM. There is no way to convert this back into the original currency, XE.COM rates are not available vis the API. There should be a way of getting the bank balance in the origin al currency.
8 votes -
Add a payment gateway such as sagepay so that payments for invoices can be taken via Xero
It would be nice to beable to take a payment over the phone using a virtual terminal from within Xero.
Adding a take payment now button when an invoice is approved and adding a payment gateway such as sagepay for this would be very useful.
8 votesFor developers looking to integrate a payment system themselves (including SagePay) they can do so using this guide we have provided: http://developer.xero.com/documentation/api-guides/payment-services-integration-with-xero/
While providing an integration to SagePay as part of our payment services feature in Xero is not currently on the roadmap, you can raise and vote on a feature request for it in our Xero community: https://community.xero.com/business/topic/23/
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Support for Batching Manual Journal Updating by IDs in the Xero API
We are requesting a new feature in the Xero API to support batch updating of Manual Journals by IDs in a single API request. Currently, the lack of this capability presents significant limitations for high-volume organizations that need to update arbitrary subsets of journals efficiently. They can batch insert new transactions, but they are very limited when it comes to batch update.
Current Challenges:
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Arbitrary Subset Retrieval:
- Our use case involves retrieving a specific subset of Manual Journals by their IDs, as requested by our clients. Without batch retrieval, we are required to make individual API calls for each journal update, which is impractical for large volumes.
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Daily API Call Limit:
- The 5,000 daily call limit is quickly exceeded when retrieving large subsets, even if we optimize requests.
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Inefficient Alternatives:
- Retrieving the full set of journals using pagination (
?page=1&pageSize=1000) and filtering on our end is inefficient and results in unnecessary data processing for both systems.
- Retrieving the full set of journals using pagination (
Proposed Solution:
Introduce the ability to batch-fetch Manual Journals by IDs in a single request, similar to the existing
?IDsparameter for other resources like Invoices. While there may be constraints on the URL length (e.g., limiting to 30 IDs per request), this would still significantly improve efficiency and reduce API call usage.Use Case Impact:
This feature would benefit high-volume organizations that manage thousands of journals and frequently require specific subsets update for reporting, reconciliation, or operational purposes. It would reduce API call consumption, enhance performance, and improve the overall user experience.
Additional Context:
We recognize that URL length constraints limit the number of IDs that can be included in a single request. However, even with a reasonable batch size (e.g., 20–30 IDs max per request), this feature would provide a scalable improvement for many use cases.
Thank you for considering this feature request, and we look forward to any updates or feedback from the Xero team.
We are requesting a new feature in the Xero API to support batch updating of Manual Journals by IDs in a single API request. Currently, the lack of this capability presents significant limitations for high-volume organizations that need to update arbitrary subsets of journals efficiently. They can batch insert new transactions, but they are very limited when it comes to batch update.
Current Challenges:
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Arbitrary Subset Retrieval:
- Our use case involves retrieving a specific subset of Manual Journals by their IDs, as requested by our clients. Without batch retrieval, we are required to make individual API calls for each journal…
7 votes -
Arbitrary Subset Retrieval:
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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 (
Usertable) 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.7 votes -
Enable Bank feeds to public
Allow bank feed to be retrieved via Xero API. All I want to do is allow my staff to see what payments have been received in the last day so they can release equipment. Very basic. But I go through paying the subscription and setting up the whole thing just to find that obvious and needed option is not available?? If I try to setup an API with the NAB thats going to be a nightmare. Its all there in Xero - if we log in we can see it. So why not allow access with an API?
7 votes -
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.
7 votes -
Assign Linked Transactions to Projects via the API
Using Projects would be a great solution for my company, but without the ability to assign billable expenses to Projects via the API, they are not useful to us.
7 votes -
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.
7 votes -
Creating Repeating Journals via API
Be able to create and manage repeating journals via API
7 votes -
Webhooks - support for Payments endpoint
Now that the Webhooks for Contacts and Invoices is in open beta please add support for the Payments endpoint as the next endpoint to be supported. Many of our customers need to be notified when a customer has paid an invoice and update their internal CRM systems. Would love to be able to do this without having to poll for new payments.
7 votes -
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.
7 votes -
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.
7 votes -
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 supplier or a customer that the last modified date is updated so it picked up by "If-Modified-Since" filter.
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…
7 votes -
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)
7 votes -
Ability to merge accounts in the chart of accounts
You can merge contacts, how about the ability to merge accounts, users will often create duplicate accounts and use both, rather than waste time recoding a bunch of transactions choose which accounts you want to merge
7 votesAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application,
Please see this feature request forum for the main Xero application to follow progress on this topic: https://community.xero.com/business/discussion/72731
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Ability to charge a merchant fee surcharge for payment via Eway
I would like to be able to add an additional 1.5% surcharge when people pay via credit card (eway)
7 votes
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