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Accounting API

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40 results found

  1. Ability to access Practice Manager staff billable rates

    It would be really useful to be able to access (and ideally edit) staff billable rates via the Practice Manager API.

    Many other fields can be accessed via the Staff endpoint:

    https://developer.xero.com/documentation/api/practice-manager-3-1/staff

    This would be a really useful addition.

    2 votes

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  2. Ability to create Practice Manager invoices

    It's possible to get details of Practice Manager invoices using the Invoices API endpoints:

    https://developer.xero.com/documentation/api/practice-manager-3-1/invoices

    However, it's not possible to create or update invoices using the API. It seems to be possible to create and update most other objects using the API so why not invoices?

    This functionality would be very useful as invoices are a fundamental part of the system.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  3. Practice manager - Ability to update task time allocations via API

    The ability to add Job allocation and staff allocation times into a job in Xero Practice manager via the API.

    1 vote

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  4. Show more love on Practice Manager API

    The Job returned by the XPM API v3.1 is not consistent, for example:
    01. Jobs - GET - Current -> contained <WebUrl>
    02. Jobs - GET - Staff ID -> does not have <WebUrl>

    Also, I find it a little puzzling, on how all other "Schedule Information" fields such as Start Date, Due Date, Partner, Manager, and even all Assigned Staffs are included in GET Current Jobs, but Priority is not..

    Could the Practice Manager API have a little bit more love from Xero? I really suspect that the XPM API is built by completely separate team, because even…

    2 votes

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  5. Ability to update Practice Manager time sheet entry "Billable" field

    The Practice Manager API allows the editing of most time sheet entry fields via the Time PUT Update endpoint:

    https://developer.xero.com/documentation/api/practice-manager-3-1/time/#put-update

    However, for some reason it doesn't currently allow toggling the Billable field.

    It would be really useful to allow editing of this field along with the ability to edit the rest of the time sheet entry fields.

    1 vote

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  6. Practice Manager API returns the Last Modified Since value which you can search for

    The Practice Manager API allows you to restrict the list to anything that has been modified since a particular date. The issue is that the value isn't returned on the response.

    We would like that field to be returned so we have visibility on the exact last modified time.

    https://developer.xero.com/documentation/api/practice-manager/clients#get-list

    modifiedsince=yyyy-MM-ddTHHss

    Thank you

    1 vote

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  7. include the Group ID field in the Clients API method for Xero Practice Manager

    This is more for the WorkflowMax/Practice Manager API but as I can't seem to find a community site for that product I'm posting here. It seems like an oversight to not include the group ID. Can this be added please.

    1 vote

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  8. Request to Expose WIP and Staff Capacities API [XPM]

    I wanted to inquire if there are any plans or possibilities to expose APIs for wip and staff capacities in XPM. Such an API could be incredibly valuable for integrating with our internal tools and streamlining workflows.

    1 vote

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    0 comments  ·  New Endpoints / APIs  ·  Admin →
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  9. Practice Manager - Job priority update via API

    Include priority as a field in job GET response.

    Include the ability to update the job priority.

    1 vote

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  10. XPM - GET Staffs Capacities

    It would be great if we could GET Capacities from Practice Manager

    1 vote

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  11. Add a notes panel to the dashboard

    A notes panel on the dashboard would be great so other people in your organisation can see what the procedures are with that client.
    there is a place to put notes in Practice Manager.

    2 votes

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  12. Supplier Item Code

    We have just changed from SAASU and I was very surprised (and disappointed) that there are no supplier item codes in XERO items.

    It is common practice that companies are not able to use the same item code as the supplier for their own purposes.

    We would have thought that this would be common practice with accounting systems.

    1 vote

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    0 comments  ·  Items / Inventory  ·  Admin →
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  13. Is it possible to have the Management Report and more budget reports available to export via API?

    I use QWD and would like to see the Management Report exportable as well as more budget reports eg budget per month from budget manager.
    This would allow far more flexibility in building reports and dashboards.

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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  14. User Login History

    Looking to export User Login History - either from a practice point or from the Xero Organisation point - you can find this information in Settings > Users > Login History, but I can't find a way to export via API.

    2 votes

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    0 comments  ·  General Requests  ·  Admin →
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  15. email notification

    As a manager, I would like to receive an email notification when an employee submits a new expenses through Xero.

    2 votes

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    0 comments  ·  Receipts & Expenses  ·  Admin →
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  16. Repeating invoices via the API

    Be able to create and manage repeating invoices (http://help.xero.com/#Accounts_RepeatingInvoice) via the API.

    450 votes

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    153 comments  ·  Invoices  ·  Admin →

  17. allow fine grained permissions

    I'd like to be able to generate multiple API keys for myself, but be able to control the permissions for each of these keys.

    For example:
    I do some subcontracting to a company and do timesheets for them each month. I then invoice them each month with those timesheet numbers as each line item on the invoice. I'm currently modifying their timesheeting system (which I wrote anyway) so that it'll generate the invoice for me in Xero, it would be nice to be able to PUT an invoice but not allow anyone else in the company to do any GETs…

    33 votes

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    11 comments  ·  Admin →

  18. Different Contacts under the one company for example - Sales, Purchasing, Accounts Payable, Accounts receivable and the General Manager..

    It is frustrating when i send statements or invoices and i have to go in and individually delete the sales emails and other general contact details. I have them all ticked to include in emails though as I need to send my invoices to accounts payable and the salesman but statements go to another accounts person . When we purchase from the same customer we have to send to accounts receivable. It would be great to have different Contacts so when i click send statements i dont have to delete the rest of the contacts.

    2 votes

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  19. be able to retrieve Reports in PDF format as it is with the website

    I would like to export PDF reports via the API to email to management monthly via a 1 click process. I cannot built this presently without converting the report data to PDF format myself.

    12 votes

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    1 comment  ·  Reports  ·  Admin →
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  20. budget upload to Xero API

    It would be great to have an budget upload API.
    I'm using G-Accon to push data in Xero, it would be great to be able to push budgets too.
    Currently, Xero's budget manager is a bit rigid in its layout. However with G-Accon I could use a custom layout, or for example narrow down for a departmental budget, and then push to Xero.

    2 votes

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