Accounting API
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174 results found
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1,548 votes
Hi everyone,
The functionality to send sales invoices via email is now open to all apps.
Check out the docs here: https://developer.xero.com/documentation/api/invoices#email
There’s more functionality we could add around emailing but I’m going to close this request. Please feel free to create new specific requests for any additional email functionality you’d like to see going forward.
Cheers,
Adam -
Quotes via the API
Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)
1,343 votesHey Everyone,
Happy to announce that Quotes is now completed and live!
Check out docs here:
https://developer.xero.com/documentation/api/quotesAnd related blog post here:
https://devblog.xero.com/xero-quotes-is-now-available-in-the-accounting-api-how-will-you-leverage-it-4208bd70d9a3 -
Repeating invoices via the API
Be able to create and manage repeating invoices (http://help.xero.com/#Accounts_RepeatingInvoice) via the API.
1,104 votesHi all, I’m pleased to announce this functionality is now available - see the developer documentation here. You’re a patient bunch, and we thank you for bearing with us! - Lance
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Notify URL When Stuff Changes in Xero - Webhooks
I'm requesting "web hooks" for the Xero API.
Here's how they work: Customer provides a URL (http://myserver.com/xero/changed) to Xero, and when something is changed, Xero notifies that URL, perhaps indicating which records have changed.
The Xero API provides methods that you can query and compare with previous results to see what has changed. However, this is not performant for large data sets, and detecting changes involves a lot of code.
The competition has it - web hooks are supported by QuickBooks. Let's get them in Xero - it's a superior product in every other way.
976 votesWe’re happy to announce that the invoice webhooks work has been completed! We now support both invoice and contact events.
We know there are lots of other events in Xero that would be useful to you as webhooks. To help us prioritise which ones to focus on next, please create separate suggestions and vote on the ones you’d like to see us implement. -
Budget summary report by budget
The current budget summary API report (http://blog.xero.com/developer/api/reports/#BudgetSummary) returns the overall budget summary report. Within Xero, you can create additional budgets which can be filtered by tracking category. This request is to:
- Provide a Budgets API endpoint
- Allow the budget summary report be filtered by budget802 votesHi all,
The GET budgets endpoint is now live, but is available exclusively to App Partners who have migrated to OAuth 2.0 and entered into the new App Partner Program https://devblog.xero.com/getting-ready-for-xeros-refreshed-app-partner-program-6e09fa36fce8
The retrieve budgets functionality will be generally available to all integrations on OAuth 2.0 from April 2021.
Note: the new App Partner Program is currently under invite-only Beta with full launch expected to be late 2020.
Checkout the documentation here https://developer.xero.com/documentation/api/budgets
Thanks
Keertika -
Enable the upcoming Purchase Order module to link to outside applications
My company has an app that services a very large niche market- all of those clients (tens of thousands) also need accounting. Our current app has rudimentary accounting in it but we are seeking to set up a sync with a dedicated cloud-app for all the accounting. Purchase Orders are crucial to this niche market and if we could sync them with Xero via api it would make a huge difference.
(Provide GET/PUT/POST PurchaseOrders endpoint)
607 votesToday we’ve released POST PurchaseOrders so you can now update purchase orders via the API: http://developer.xero.com/documentation/api/v2-release-notes/#2.191
These means you can now retrieve, create, update and delete (via an update) purchase orders using the API.
Thanks for you patience everyone, we know it’s been a long time coming!
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History & Notes
Expose invoice History & Notes through the API
574 votesHi everyone,
Thanks for your patience. History and notes are now available via the API.
Check out all the details at https://developer.xero.com/documentation/api/history-and-notes
Cheers,
Adam -
Expose the Online invoicing URL via the Xero API
Xero has recently released online invoicing functionality within the main application (http://help.xero.com/#OnlineInvoices).
Be able to retrieve the online invoicing URL via the Xero API.
Note that this URL is only generated when the invoice is emailed within the Xero application. Exposing this field will be of limited value until further work is done to be able to email an invoice from Xero via the API (but that is a separate issue).
462 votesHi everyone,
It’s been a long time coming but it’s finally here, the online invoice url is now available via the API!
http://developer.xero.com/documentation/api/invoices/#onlineinvoice
Thanks for your patience.
Adam
Product Owner – Developer Platform -
Be able to approve and send invoices via the API
Have optional parameters when creating invoices via the API to approve invoices and send then immediately to the contact email address
456 votesYou can now approve invoices via the API . See our latest release notes for more details – http://blog.xero.com/developer/v2-release-notes/
At this stage the scope of this work is limited to allowing you to enter approved invoices and not trigger the sending of invoices via email. You can vote on that request here – http://xero.uservoice.com/forums/5528-xero-api/suggestions/1930769-be-able-to-email-approved-invoices-via-the-api
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allow notes in invoice output
there are some situations where it's useful to add a note to an invoice that's include in the invoice PDF. e.g a message about the reverse charge VAT treatment for EC customers. I would guess there's more exceptions like this where a note would be useful.
394 votesHi everyone,
Thanks for your patience. You can now add notes to invoices, contacts etc. via the API.
Check out all the details at https://developer.xero.com/documentation/api/history-and-notes
Cheers,
Adam -
Allow reverting allocations for Credit Notes and Overpayments via API
This functionality is missing from API and available only via front end. We have almost finished implementation of Store Credits via Credit Notes and Overpayments, but luck of this functionality makes entire sync process very cumbersome.
386 votesAllocations can now be deleted for Credit Notes, Overpayments and Prepayments. See the API Reference for more details:
https://developer.xero.com/documentation/api/accounting/creditnotes#delete-creditnotes
https://developer.xero.com/documentation/api/accounting/overpayments#delete-overpayments
https://developer.xero.com/documentation/api/accounting/prepayments#delete-prepayments
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when contacts are merged show this status for the API
When merging contacts the system seems to treat them as a delete so we can’t differentiate them from a full delete. Ideally they should show a status of merged and the ID of the contact they were merged with that way we could perform the same action in the CRM of merging the contacts history rather than deleting them.
313 votesHi everyone,
The MergeToContactID field is now available on the Contacts endpoint and shows the destination of a merged contact.
https://developer.xero.com/documentation/api/accounting/releasenotes/#15-oct-2021
Cheers,
Adam -
Apply discounts to line items
The main Xero application now allows the application of a discount on a line item. While discounts on line items can be retrieved via the API (GET) it is not possible to create a discount via the API (PUT/POST). Add your votes here if this is something you would like to see.
264 votesAdding line item discounts on ACCREC / sales invoices is now supported. See release notes – http://developer.xero.com/documentation/api/v2-release-notes/#2.32
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oAuth 2.0
Any chance Xero will support oAuth2.0 ?
oAuth1.0 and it's payload signing doesn't work very well in various environments including node.js
With rest of the world moving to oAuth 2.0 - I hope XERO does too
243 votesOAuth 2.0 is now required for all new integrations to Xero’s APIs.
Find all the details here https://developer.xero.com/documentation/oauth2/overview
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Expose which user connected the organization via OAuth
Currently, we have no idea which user connected via OAuth. In other platforms (QB for once), you get details (especially email) of the user, and can design behavior based on it. In Xero, we get all the data on the users (with the new email address field), but we don't which user connected. If this will be exposed, it will give the developers more tools to create a more specific experience for the users
236 votesOAuth2.0 is now available including OpenID Connect. This allows you to retrieve the basic profile information for the authorising user. Check out the details here: https://developer.xero.com/documentation/oauth2/sign-in
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Add the Company Registration Number field to the Contact API
Please add the Company Registration Number field to the Contact API, this is a useful way to get a unique identifier for a company when syncing different systems.
229 votesHi everyone,
The company registration number can now be retrieved and set via the contacts endpoint.
https://developer.xero.com/documentation/api/accounting/releasenotes/#15-oct-2021
Cheers,
Adam -
API Overpayments & Prepayments
See the latest comments on this below
225 votesThe API now supports the retrieval and allocation of prepayments and overpayments using the new Prepayments and Overpayments endpoints.
http://developer.xero.com/documentation/api/v2-release-notes/#2.91
Refunds of Prepayments and Overpayments can be created via the Payments endpoint.
Creation of prepayments and overpayments is still done via the BankTransactions endpoint.
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allow uploading of receipt (files) for expense claims
Ability to upload a copy of a receipt to accompany an expense claim. Could be a scanned image or photo (JPG) taken of the receipt with your mobile phone.
191 votesOur API release today contains the functionality to create receipts, including attaching a file.
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Support for Batch Payments
Add support for batch payments to the API.
- When retrieving payments via the Payments endpoint, include the batch payment ID so you can know which payments were made as part of a batch payment.
- Allow the creation of a batch payments. A single payment that can be assigned to multiple invoices and display as a lump sum in the bank account.
168 votesHi everyone,
Batch payment functionality is now available via the accounting API.
Check out the docs here https://developer.xero.com/documentation/api/batch-payments
Cheers,
Adam -
allow longer term OAuth access
It would be great to have access to Xero that is useful for web applications and server processes - as described in the release notes :)
165 votesAny mac developers having issues with partner apps while developing please contact network@xero.com for assistance.
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