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Accounting API

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578 results found

  1. 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

    2,455 votes
    210 comments  ·  Banking  ·  Admin →
    How important is this to you?

    Thanks for your feedback on this long-standing issue, we hear your frustration. A team is currently in discovery mode. Your input is valuable and we'll share updates when we have them. Appreciate your patience

  2. 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/

    1,243 votes
    72 comments  ·  Reports  ·  Admin →
    How important is this to you?
  3. Xero has finally released a "Credit Limit" facility for Customer accounts. Please can you make this available through the API?.

    323 votes
    63 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    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.

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

    267 votes
    How important is this to you?
  5. Ability to create or edit additional 'custom' fields to use for notes, additional phone numbers, job descriptions, etc.

    232 votes
    27 comments  ·  Contacts  ·  Admin →
    How important is this to you?
  6. Currently you cannot send the PDF version of the invoice as an attachment to the invoice via the API.

    204 votes
    32 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  7. 195 votes
    not planned  ·  14 comments  ·  Reports  ·  Admin →
    How important is this to you?
  8. This will enable us to sync credit notes locally as well as the invoices.

    180 votes
    11 comments  ·  Accounts  ·  Admin →
    How important is this to you?
  9. 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.

    172 votes
    under review  ·  13 comments  ·  Contacts  ·  Admin →
    How important is this to you?
  10. 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…

    165 votes
    How important is this to you?

    Following up on this - we've shared the idea with the relevant team, and while we recognise that more granualr scopes could be beneficial for a number of reasons this has wide reaching impacts and unfortunately it's not something we're planning to move forward with right now. We truly appreciate your input, so we'll keep this idea open so others can still vote or add their thoughts, and if priorities shift down the track we may revisit the idea. Thanks again!

  11. 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).

    156 votes
    not planned  ·  16 comments  ·  Accounts  ·  Admin →
    How important is this to you?
  12. 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 ).

    147 votes
    under review  ·  6 comments  ·  Contacts  ·  Admin →
    How important is this to you?
  13. 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

    145 votes
    6 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  14. 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.

    138 votes
    not planned  ·  4 comments  ·  Contacts  ·  Admin →
    How important is this to you?
  15. 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

    133 votes
    How important is this to you?
  16. Xero has 'system' accounts where journals are not posted, but values are calculated by reports. Therefore when pulling the journals from Xero, we can not accruately recreate the balance sheet and P&L (as vital journals are missing). Therefore in this respect the Xero API is incomplete.

    Specific examples of the Journals API misses:

    1. Retained Earnings journals (this is instead calculated by a report)
    2. Unrealised FX journals (again calculated and shown only in the report)
    3. May also be the case for other system accounts.

    The calculations made by the reports could be made available via the API to provide a complete…

    132 votes
    4 comments  ·  Journals  ·  Admin →
    How important is this to you?
  17. E-mailing updates to receivable accounts about their payments via the API would be very useful. Via the web interface, this is possible by sending a statement. API request is to be able to retrieve a statement report and email it via the API

    117 votes
    not planned  ·  16 comments  ·  Accounts  ·  Admin →
    How important is this to you?
  18. Being able to update or unarchive contacts via the api

    115 votes
    10 comments  ·  Contacts  ·  Admin →
    How important is this to you?
  19. After waiting for years for the ability to access the Invoice URL via the API, it was unfortunately provided in a completely crippled manner.

    What should have happened is that the Invoice URL simply be provided along with the rest of the Invoice data through the paging API.

    Instead, it is provided on a per-invoice basis, requiring the use of an API call for every URL retrieved. Given the shockingly small limit to API calls, this makes this non-workable.

    Your competition, QuickBooks Online, allows 500 calls per MINUTE, compared to Xero's 1000 per DAY. If you had their API limits…

    107 votes
    5 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  20. 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…

    100 votes
    21 comments  ·  Invoices  ·  Admin →
    How important is this to you?
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