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Accounting API

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  1. When you change something simple on a product item (say the description) then a request for modified since returns this item.

    But if the stock in-hand figure changes (because you've sent an invoice) then the modified date doesn't change and this item isn't returned in the atli query.

    So, in effect there is no easy to tell (via API using modified dates) when the stock on- hand has changed. You would have to load all items every ten minutes to know what the current in-hand stock is... And then you would get rate limiting issues.

    8 votes

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  2. 12 votes

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    1 comment  ·  Quotes  ·  Admin →
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  3. Currently the API only displays the contact balance in base currency and NOT the contact default currency.

    This makes it extremely difficult to confirm synchronisation drift between our systems through the current balance.

    Please include two currencies in the AR/AP contact balance object.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  4. Hi, the Xero api offers creation of Tracking options against line items but is missing a way to add Default Tracking option for line item so that the generated line item will have this option as preselected. Currently we have to ask our customers to go and set the proper tracking option themselves. Maybe if we can have an endpoint to associate a certain option as default for the line item that would be great and save our clients the work to assign it manually.

    1 vote

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  5. 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…

    45 votes

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    24 comments  ·  Invoices  ·  Admin →
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  6. SIE is a universal data format to exchange accounting information between different systems.

    Our auditor prefer having a SIE4 file, which he would import into his own system, to do the final revision and making necessary documentation for the government. W/o this file he has to tap in the data manually, which takes more time and cost us more money.

    We would like to add the SIE file format as an alternative for export.

    For mor information
    https://en.wikipedia.org/wiki/SIE_(file_format)

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  7. When one is running a Cash Summary or Profit & Loss, why not make it possible to view & export the report featuring all active account codes?

    This would save a lot of time formatting excel sheets if the rows lined up every time. And it seems like a simple fix, just add the checkbox:

    "Run report featuring zero balance active accounts"

    1 vote

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  8. Using Projects would be a great solution for my company, but without the ability to assign billable expenses to Projects via the API, they are not useful to us.

    6 votes

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  9. I'm looking to filter the Linked Transactions returned by the GET. It looks like this was planned feature in the September 11, 2015 release notes and many other end points support Is-Modified-Since.

    2 votes

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  10. Linked Transactions are limited to one per call via the API. This results in having to make a great many API calls unnecessarily. For instance linking the invoice line items to a project after several invoices with many lines are added via API will require many more calls than are allowed. For now I will have to put in place a costly work-around to trickle in the linked transaction calls.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  11. I would like to be able to select a table in the ODBC connection that is the same as the Account Transactions report. This allows me to create financial statements and analysis based upon the full 'general ledger' of a company's transactions data set.

    1 vote

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  12. Provide Service account for machine to machine authentication

    For process to run via machine to machine so user interaction is not required. Saving of token or refresh token is not required, prevent hacking due to unsecure tokens.

    Similar to Google using OAuth 2.0 for Server to Server Applications
    https://developers.google.com/identity/protocols/oauth2/service-account

    For WorkFlowMax and Xero APIs

    3 votes

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  13. When a user has access to multiple Xero accounts it would be great to know the Tenant ID of the account they linked in the auth response.

    10 votes

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  14. Can an API be created to retrieve custom reports outside the current scopes?

    4 votes

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    0 comments  ·  Reports  ·  Admin →
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  15. We have had several 'David Smiths' buy from us via our website. As the API feed sends the data to Xero - Xero looks for a 'David Smith' and then automatically overwrites existing address and phone number etc with the new info.

    The result is data that is totally incorrect. Furthermore I recently sent a product to the wrong client which was costly and embarrassing.

    The simple solution is for Xero to have a 2nd and 3rd 'identifier' i.e. email address, post code. For example:

    If the name + the email address and/or the postcode are a match then =…

    1 vote

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  16. It would be valuable to be able to obtain a status or timestamp of the last successful sync with the bank account. This way, we can inform customers if there is a problem with their bank or if their transactions or accounts are out of date.

    1 vote

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    0 comments  ·  Banking  ·  Admin →
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  17. It would be extremely useful to us, if the Income By Contact report were to be requestable through the API.

    2 votes

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    1 comment  ·  Reports  ·  Admin →
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  18. Expose Cashflow statements via the API

    2 votes

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  19. The invoices and contact webhooks have been active for over 2 years now, when will we see more webhooks?
    Credit notes, bills, payments, etc.

    21 votes

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  20. Please consider adding Paging for the Journals GET.

    Journals represent a considerable size of data when extracting for e.g. a full financial year.

    Alternative solution could be filtering options.
    It would be beneficial to be able to either FILTER for a range of data or PAGE the data (for timely returns from the web service).

    The modified-since and offset options only allow for smaller, recent datasets, not for smaller ranges of data from for e.g. the previous year.

    Eg.
    Extract Journals for April 2015.

    5 votes

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    2 comments  ·  Journals  ·  Admin →
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