Xero Accounting API
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1,372 votes
- Update September 2016 -
Thanks everyone for continuing to add their votes and comments to this feature.Emailing invoices via the API is still something we’d very much like to deliver, however it’s not likely to be done in the next 6 months.
Xero is now at the scale where we have to be extremely vigilant protecting ourselves against phishing and spam. Unfortunately that means a seemingly simple feature becomes a very challenge one.
It’s a challenge we’re keen to tackle, but there are a couple of other things we’ll be tackling first. Specifically the practice-level authorisation for the XeroHQ API and webhooks.
For now, you can see some workarounds documented here: https://developer.xero.com/documentation/api/invoices/#emailing
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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
979 votesLooking to put a roadmap together for this financial year. Initially this will enable traditional bank feeds via the API but will be extended to statement upload in future.
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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.
933 votesDevelopment is underway for web hooks. The team are looking at implementing notifications on the Contacts endpoint of the Accounting API as a starter. We will enter closed beta for this very soon so please register interest in being involved in this by contacting our support team on api@xero.com
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Quotes via the API
Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)
693 votes- Update September 2016 -
We know there is heaps of demand for a Quotes endpoint but the team is currently focused on some bigger features like webhooks and a new developer portal.
Please keep adding your votes and comments and we’ll reassess the priority of this in the new year.
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Repeating invoices via the API
Be able to create and manage repeating invoices (http://help.xero.com/#Accounts_RepeatingInvoice) via the API.
655 votes- Update September 2016 -
You can retrieve repeating invoices via the API but we have no current plans to add create or update functionality.
We know this would be a useful feature but the team is currently focused on other big features like webhooks.
We’ll re-evaluate the status of this in the new year.
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History & Notes
Expose invoice History & Notes through the API
527 votes- Update September 2016 -
This is still something we’d like to build but no updates unfortunately. We’ll re-assess in the new year
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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 budget366 votes -
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.
338 votesYou might consider adding a comment-only line item to the invoice. This would get printed on the PDF of the invoice.
If the message is to be added to lots of invoices, you could even consider defining a price list item with a description only. This would save re-typing the comment for each invoice.
A third option is adding a comment onto a docx branding theme template. If all EC customers could be assigned the same branding theme, the comment could be hard-coded onto the docx template.
We’ll certainly consider other options to make life easier for our customers.
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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/>
297 votes- Update April 2016 -
Designs have begun on this but we’re not able to commit to when this will be delivered. Stay tuned and we hope to be able to give concrete details over the next few months. -
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
209 votes- Update April 2016 -
We will be doing some internal work in this area and we will make sure this get’s into our product backlog. We hope to be able to give more concrete information in the coming months. -
add custom fields to contacts
Ability to create or edit additional 'custom' fields to use for notes, additional phone numbers, job descriptions, etc.
142 votesWhile there is no immediate plan to provide custom fields on contacts, we are certainly looking at our contact data model in the next 6-12 months so keep the suggestions coming.
Please not that an account number field was added to Xero and the API last year which may be useful to some: http://developer.xero.com/documentation/api/v2-release-notes/#2.73
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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
142 votesOur FY18 roadmap includes the investigation of multiple authentication models. OAuth2 is a natural first cab off the rank for this. The work hasn’t begun but we will be putting together a roadmap later this year.
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EU Country field
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.
129 votes -
99 votes
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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).
98 votesThis will be something we are considering now that the main application allows budget imports (recently added).
Anyone interested should add their vote – also be good to let us know your intended use in a comment so we can factor this into development.
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Be able to retrieve & e-mail statements to receivable accounts via the API
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
92 votes -
Add read-only access to accounting numbers for use in other systems
I have an internal system that handles all the other metrics for our business, but the financial data is missing.
We could either hand-enter the necessary data or build some sort of import functionality, but it would be best to query Xero directly so I can use that data in my internal system.
Thanks for listening!
91 votes
AdminXero API
(Admin, Xero API)
responded
We introduced Reporting API’s earlier this year – see http://developer.xero.com/api/reports/ and the ability to get all journals for an organisation – http://developer.xero.com/api/journals/
You currently need to be a standard user in Xero to grant rights to a 3rd party application. Adding permission options for apps is on our radar
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Void payments and credit notes via API
1.void payments via API
2.unallocated/void credit note via APIAPI should let us void payments and credit notes, at least for the invoices copied from our system
88 votesBack in December 2014 we added functionality to delete payments so this is well overdue for an update.
Unallocating credit notes, prepayments etc is definitely something we’d like to do but not on the roadmap right now
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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.
82 votesWe’re currently investigating the feasibility of making this change. There are quite a few complications (for the API as well as our other apps) because you won’t be able to use contact name as an identifier anymore but we’ll planning on making the transition as smooth as possible.
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Single Sign on provider
Allow users to sign into 3rd party applications using Xero as a single sign on provider (probably through OpenID).
80 votesThis is something we are looking at. As a first step, we may only open this up to certified Add-on partners. It would be great to get your feedback and use cases below.
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