729 results found

1. Import bank statement lines via the API

   Be able to import bank statement lines into a bank account in Xero. This would be useful for custom bank accounts or banks that do not have a direct feed into Xero

   1,012 votes

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   249 comments  ·  Banking  ·  Delete…  ·  Admin →
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   working on it  ·  AdminKelly (Admin, Xero Developer Centre) responded

   Thanks for your continued feedback and patience on this long-standing request. Our team has started to build this out, and we’re looking forward to sharing more as development and testing progresses.

   This release will support ingestion of bank statement data via the Bank Feeds API for accounts where a bank feed has not been established and allow customers to automate the current manual file upload process.

   As part of this work, we’ll be running a beta with a small group first (from mid June) so we can test the experience and gather feedback before broader availability. We’ll continue to post updates here as we reach key milestones.

2. be able to retrieve account transactions via the api.

   Provide an API to retrieve the transactions of an account. (e.g. something like this Profit & Loss report-> click on the YTD value of an account)

   More discussion in the thread https://community.xero.com/developer/discussion/326819/

   465 votes

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   under review  ·  72 comments  ·  Reports  ·  Delete…  ·  Admin →
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3. Reconcile via the API

   Be able to reconcile bank statement lines via the API.

   280 votes

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   243 comments  ·  Banking  ·  Delete…  ·  Admin →
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   declined  ·  AdminKelly (Admin, Xero Developer Centre) responded

   Thank you for the continued feedback and for your patience on this long‑running request. We know that programmatic bank reconciliation and AI‑driven workflows are increasingly important to many of you, and we understand the frustration that this capability is not available via the Xero API.

   
   

   After reviewing this again with our legal, risk and banking teams, we have confirmed that we will not be adding the ability to reconcile bank statement lines via the API or to expose unreconciled bank statement data via the public API.

   
   

   There are a few key reasons for this decision:

   1. Regulatory and contractual obligations on raw bank data. Unreconciled bank statement lines are “raw” banking data – unmodified information that comes directly from banks. In markets such as Australia, this data is treated as banking data under consumer data rights regimes. Sharing it on to third parties (including via an open API) would require us to treat every consuming app as if it were a regulated data recipient, with substantial security, accreditation and liability obligations that sit on Xero as an intermediary as well as on those third parties. We have taken a policy decision not to operate as an intermediary for redistributing raw bank statement data.This ensures that the highest standards of banking security are maintained directly between the customer and their financial institution.
   2. Our data‑sharing boundary: unreconciled vs reconciled data. We draw a clear line between:

   • Unreconciled statement data, which is banking data supplied to us by banks and subject to the obligations above; and
   • Reconciled transaction data, which has been improved within Xero (for example, matched to contacts, invoices or accounts) and for which Xero is the custodian on behalf of the customer.

   1. We can expose certain reconciled/derived data through specific endpoints such as the Finance API’s Bank Statements Plus in limited, finance‑focused scenarios, but those endpoints are not designed or licensed for broad, high‑volume access to raw bank feeds or for third‑party replication of Xero’s bank reconciliation engine.
   2. Why “reconcile via the API” falls on the wrong side of that line. Supporting full reconciliation via the API would, in practice, require programmatic access to unreconciled statement lines and a way to push reconciliation decisions back into Xero. That would effectively recreate bank reconciliation workflows outside Xero while still relying on Xero to redistribute raw bank data, which is exactly the pattern our regulatory, security and contractual constraints are designed to avoid. For these reasons, this is not something we can safely or responsibly offer as an open API capability.

   
   

   We recognise that a small number of existing partner applications continue to receive limited access to certain statement data under legacy, contract-specific arrangements that pre‑date this policy. These specific arrangements are strictly managed under heightened security and compliance terms. To ensure we meet our current regulatory and risk standards, we are not extending these legacy permissions to new partners or applying them to any new use cases.

   
   

   We also hear the concern that “this is customer data and customers should be able to use it where they choose”. We agree that customers should have access to their own banking information, and open banking frameworks are designed to give customers direct access to that data from their bank or banking aggregator, without Xero sitting in the middle as a redistributor. For apps that need raw bank statements to power AI or other automation, the right pattern is to source that data directly from the bank or an accredited open‑banking provider, and then connect into Xero using the data structures we do expose.

   
   

   Our strategy for bank reconciliation is to invest in automation inside Xero, where we can manage risk, performance and user experience end‑to‑end. That includes features such as bank rules, suggested matches, cash coding, and newer improvements like statement-period bank reconciliation, enhanced bank feeds, and our AI-powered automation features, rather than exposing the underlying feeds for external reconciliation logic.

   
   

   We will continue to review our approach as regulation, banking connectivity and customer needs evolve, but we want to be clear and transparent that this specific request will remain declined under our current legal and risk framework. We genuinely appreciate the thought and passion that has gone into this thread, and we’ll keep focusing our efforts on making in‑product reconciliation as efficient and intelligent as we can, within those constraints.

   Thank you for the continued feedback and for your patience on this long‑running request. We know that programmatic bank reconciliation and AI‑driven workflows are increasingly important to many of you, and we understand the frustration that this capability is not available via the Xero API.

   
   

   After reviewing this again with our legal, risk and banking teams, we have confirmed that we will not be adding the ability to reconcile bank statement lines via the API or to expose unreconciled bank statement data via the public API.

   
   

   There are a few key reasons for this decision:

   1. Regulatory and contractual obligations on raw bank data. Unreconciled bank statement lines are “raw” banking data – unmodified information that comes directly from banks. In markets such as Australia, this data is treated as banking data under consumer data rights regimes. Sharing it on to third parties (including via an open API) would require us… more

4. Expose everything via the API

   Everything visible in the web interface should be exposed via the API. In fact ideally the web interface itself would be a client of the API, which would ensure that all useful technology is exposed.

   224 votes

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   20 comments  ·  General Requests  ·  Delete…  ·  Admin →
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   declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

   We’re closing this request out and asking that developers suggest or vote for the specific features you’re after as it’s easier to get feedback to you on each request this way and also free up your votes. I’d like to reassure you we’re committed to offering the best API we can.

   Tony Rule
   Product Manager, Xero Developer API

5. Customer Credit Limits available via API

   Xero has finally released a "Credit Limit" facility for Customer accounts. Please can you make this available through the API?.

   146 votes

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   76 comments  ·  Payments  ·  Delete…  ·  Admin →
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   not planned  ·  AdminKelly (Admin, Xero Developer Centre) responded

   Thanks heaps for taking the time to suggest this! We’ve shared your idea with the relevant team at Xero. While we might not be able to action every idea, your feedback plays a big part in shaping where we focus and how we can improve your developer experience.

6. add custom fields to contacts

   Ability to create or edit additional 'custom' fields to use for notes, additional phone numbers, job descriptions, etc.

   114 votes

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   28 comments  ·  Contacts  ·  Delete…  ·  Admin →
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   not planned  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

   Currently, we’ve no plans to work on this feature but please continue to add your votes and comments.

   We’re continually adjusting our priorities as different features are completed and your feedback is really important.

7. Invoice Email PDF Attachment

   Currently you cannot send the PDF version of the invoice as an attachment to the invoice via the API.

   105 votes

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   57 comments  ·  Invoices  ·  Delete…  ·  Admin →
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8. Should be able to retrieve and set Inventory Item status.

   Should be able to retrieve and set Inventory Item status, i.e. whether Active/Archived or deleted

   104 votes

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   37 comments  ·  Items / Inventory  ·  Delete…  ·  Admin →
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   Public API PM responded

9. Simpler BAS via Xero API
   88 votes

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   70 comments  ·  Reports  ·  Delete…  ·  Admin →
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   declined  ·  AdminKelly (Admin, Xero Developer Centre) responded

   At this time there are no plans to undertake work to build out this functionality via our APIs.

   Should our plans change, we will ensure the developer community is informed

10. Be able to GET the cash summary report via the API
    80 votes

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    not planned  ·  18 comments  ·  Reports  ·  Delete…  ·  Admin →
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11. Enter budgets via the API. Both historical and current.

    This would allow us to build tools to do bulk budget exports for multiple periods from our current system. (I think that budgets import might be coming through the user interface anyway, in which case this isn't really needed).

    72 votes

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    not planned  ·  20 comments  ·  Accounts  ·  Delete…  ·  Admin →
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12. Allow add multiple Contacts with same name.

    It should be different crietaia to add contacts. It should allow contacts with same name , may be have different personal details. validation should not be on name.

    71 votes

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    not planned  ·  13 comments  ·  Contacts  ·  Delete…  ·  Admin →
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13. Get the list of projects and invoices / bills lines attached

    Currently, it is not possible to get the list of invoices / bills lines attached to a project. Neither via a report nor via API.

    It's only possible to get the list of invoices for a particular project in the GUI and we are not even able to get an extract of that info.

    We are using other operational systems and need to use this info. Plus, we would like to point out all invoices where there is no project attached and this is currently impossible.

    That would be awesome if we could extract this via API.

    Thank you

    66 votes

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    12 comments  ·  Invoices  ·  Delete…  ·  Admin →
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14. Create more granular accounting scopes (eg: Sales - Invoice only)

    Right now there is a very wide range of APIs wrapped up in the "accounting.transactions" scope, with no way to provide more granular access within these APIs (https://developer.xero.com/documentation/guides/oauth2/scopes#organisation-scopes).

    This means that it's not possible to grant access to something quite narrow without also granting access to other things that are often not needed. For example, you cannot grant permission to creating/manipulating Sales Invoices without also giving access to all Bank Transactions at the same time.

    This problem is perhaps accentuated for Custom Connections, which are designed to be used for "in house" integrations, as ALL developers with access to maintain such a sales invoice integration would effectively have access to their colleague's salaries and company bank balances and nothing can be done to mitigate against this.

    It feels like either there should be an extra layer of scopes such as "accounting.transactions.invoice" or "accounting.transactions.sales" available.

    I would also think this is quite easy to implement!

    Right now there is a very wide range of APIs wrapped up in the "accounting.transactions" scope, with no way to provide more granular access within these APIs (https://developer.xero.com/documentation/guides/oauth2/scopes#organisation-scopes).

    This means that it's not possible to grant access to something quite narrow without also granting access to other things that are often not needed. For example, you cannot grant permission to creating/manipulating Sales Invoices without also giving access to all Bank Transactions at the same time.

    This problem is perhaps accentuated for Custom Connections, which are designed to be used for "in house" integrations, as ALL developers with… more

    63 votes

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    working on it  ·  13 comments  ·  Authentication  ·  Delete…  ·  Admin →
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15. Link Projects to Invoice Line Items

    Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.

    This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.

    Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for invoices and invoice items that are generated outside of Xero using the API.

    Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.

    This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.

    Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for invoices and invoice items that are generated outside of Xero… more

    63 votes

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    30 comments  ·  Invoices  ·  Delete…  ·  Admin →
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16. Approved Invoices:: Should have the facility to "Revert it back to draft"

    Once an invoice is approved, it should have the facility to "revert it back to draft"

    It is because of the reason that mostly, my client ask me to approve the invoice and then says that it's not yet approved and then i don't have the facility, ultimately it is showing in our accounts that an overdue invoice is available, which is actually not yet approved.

    Xero should facilitate us in such a way.

    Thanks
    Hassan

    60 votes

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    not planned  ·  24 comments  ·  Delete…  ·  Admin →
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17. To add all fields of bank account details in Create Contact "PUT"/"POST" request.

    In Create Contact "PUT"/"POST" request, now only "Bank Account Number" supported. It does not support "Bank Name" or "Details".
    Please add all fields to API call , (whichever are exposed via Manual creation of Contact ).

    59 votes

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    under review  ·  7 comments  ·  Contacts  ·  Delete…  ·  Admin →
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18. Unreconciled items in the bank feed via the API

    Allow the count and or the list of unreconciled items in the bank feed to be exposed via the API

    52 votes

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    25 comments  ·  Banking  ·  Delete…  ·  Admin →
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19. Sales Tax - Ability to update the Country field (EU) via API for UK Xero Orgs

    Be able to update the EU Country field via the API. This is required and seems very strange to be left out of the API.

    51 votes

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    not planned  ·  4 comments  ·  Contacts  ·  Delete…  ·  Admin →
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20. Credit Card payment API

    Store encrypted credit cards for customers and be able to initiate (through the invoice API) credit card payment via any credit card processor's API. Paypal Web Payments Pro would be good out of the box but ideally would be set up to work with most standard APIs.

    50 votes

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    7 comments  ·  Delete…  ·  Admin →
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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    I think it is a good idea to close this suggestion out as it is not a direction we wish to take for now. Over the next 2 quarters we will be looking to deliver improvements within the application in terms of development of online invoicing and supporting more payment processors, but a credit card payment API is not something we will be looking to do within a 0-3 year timeframe, so declining this suggestion.