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Accounting API

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577 results found

  1. Hi,
    I was wondering if there was any plans to implement webhooks for Journals?

    Would be a great implementation for building block to Xero and working with the system.

    4 votes

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    under review  ·  0 comments  ·  Journals  ·  Admin →
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  2. It appears that there are two key things missing from the current version of the Xero API:

    The Tables part of the API does not currently have a connection to the Nominal Ledger (Account) Transactions

    The Reports part of the API connects to several of the standard reports, but doesn’t connect to the Account Transactions report.

    Either of these would allow a full list of transactions to be accessed via the API.

    4 votes

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  3. Adding in the tracking CategoryID and OptionID parameters to the trial balance endpoint would allow for easier & more detailed analysis across multiple tenants in client-specific use cases. The capability exists in the UI via the "new" Trial Balance, so there's a disconnect between the expected level of detail one can get from the UI vs. the API.

    4 votes

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    0 comments  ·  Reports  ·  Admin →
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  4. Can an API be created to retrieve custom reports outside the current scopes?

    4 votes

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    0 comments  ·  Reports  ·  Admin →
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  5. Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.

    This proves to be a big issue with applications that grab and store historic data in the application.

    For example:

    We connect our application with Xero and there are 20,000 historic invoices in Xero.

    We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.

    Because we can only callout to 1 invoice at…

    4 votes

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    0 comments  ·  Invoices  ·  Admin →
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  6. Hi,
    We can get and customize Xero projects reports by using API. But unfortunately, Xero reports API for projects is not available. Can you please add this API to your system.
    Thanks

    4 votes

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    0 comments  ·  Reports  ·  Admin →
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  7. I would like the Budget Variance Report to be available via the API:
    https://central.xero.com/s/article/Budget-Variance-report

    It is not listed in the reports available from the API
    https://developer.xero.com/documentation/api/reports

    4 votes

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    0 comments  ·  Reports  ·  Admin →
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  8. The sending of receipts is fine for one off... but when there are many, it becomes tedious. Could it possibly be enabled to be invoked from the API, so that a whole lot could be sent automatically?

    4 votes

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    2 comments  ·  Accounts  ·  Admin →
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  9. It is currently not possible to update the ReportingCode and ReportingCodeName on an Account via the API.

    We would find it useful to correct discrepancies in the assigned reporting codes automatically via the API

    4 votes

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    2 comments  ·  Accounts  ·  Admin →
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  10. When I create new delivery address for new PO I am able to specify its lable. However when I try to obtain available addresses from my company settings I cannot find address lable only address type. For all delivery addresses this type is the same: DELIVERY.

    We would like to list company addresses the way it is done during Purchase Order creation in Xero. The problem is that API does not send back the "Label" of the addresses (bold text like "Postal" or "Physical"). These labels are very important since they are used to set some meaningful name to the…

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  11. Using an A/R Invoice as an example, at the moment you can upload a new attachment, retrieve a list of attachments and download attachments. I would like to have the ability to delete an attachment - for example you might have uploaded the wrong attachment, but you need to login to the main Xero website to be able to delete the attachment.

    4 votes

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    0 comments  ·  Invoices  ·  Admin →
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  12. It would be great if there were somewhere within each of the Bank Accounts where we could upload/scan and store Bank Statements within xero as auditors need to see these regardless of whether we say that the account is reconciled.

    4 votes

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    0 comments  ·  Banking  ·  Admin →
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  13. This is the error given to us when we try and send across an Overpayment that is reconciled. Please can it be implemented.

    4 votes

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  14. it would be useful to have a field which can be used to specify the warehouse location of the item needed for pick and packing

    4 votes

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  15. Create Batch Deposits -
    https://help.xero.com/au/BatchDepositCreate
    Does the API support this specific function? Is there a functional issue as to why this is not supported, or just never requested/not enough votes??
    Apologies if it is supported - I could not find it anywhere on developer pages etc.
    THANKS

    4 votes

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    1 comment  ·  Banking  ·  Admin →
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  16. It is currently not possible to get/post/push data related to the payrun for the global edition. This limits integration with systems who can help with the administration of the payroll.

    4 votes

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  17. Added to wrong section, moving here to Invoices.

    I'd like to generate draft Bills for my subcontractors via xero api, and let them review and submit the invoice. If the User element is exposed like it is in expense claims, then the invoices will be available to the users that it is attached to, and have the draft invoice role.

    4 votes

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    0 comments  ·  Invoices  ·  Admin →
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  18. TrackingCategories returns IDs for both categories and options as follows

    <TrackingCategory>
    <Name>My Category</Name>
    <Status>ACTIVE</Status>
    <TrackingCategoryID>a020cd2b-31ac-49a4-b459-f8ffbe854e7c</TrackingCategoryID>
    <Options>
    <Option>
    <TrackingOptionID>dc167d85-6c3a-4261-b7f9-4fda00c2e38d</TrackingOptionID>
    <Name>My Option</Name>
    </Option>

    GET BankTransactions with a bank transaction id specified returns both the category id and name, but only the option name (no id).

    <Tracking>
    <TrackingCategory>
    <Name>My Category Name</Name>
    <Option>My Option Name</Option>
    <TrackingCategoryID>23333b58-b938-479c-9bdd-5a599bec698c</TrackingCategoryID>
    </TrackingCategory>
    </Tracking>

    4 votes

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  19. The Projects module of Xero allows you to capture expenses. However, this data cannot be retrieved from any endpoint.

    It would be good if an Expenses endpoint was added to provide the list of expenses add to projects (including estimate cost and revenue information).

    3 votes

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  20. The Xero Projects API / Projects endpoint include an estimate field that provides the estimated revenue.

    It would be good to add an additional estimateCosts field to provide the estimated cost so as to be able to calculate margin for a given project.

    3 votes

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