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Accounting API

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  1. Currently we can get the amount owing by querying individual contacts. However, given the API limits this becomes impossible to do on a daily basis for reporting once a reasonable number of customers is being queried.

    While it's possible it's better to do it in a web-hook-update kind of way when new information comes into Xero and is pushed externally, it would make more sense to me to have an endpoint that simply allows a contact summary to be obtained in a single API call which could have simple aggregates, like amount owing, shown.

    1 vote

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    1 comment  ·  Accounts  ·  Admin →
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  2. Suggestion: Allow the overriding of the TaxAmount within the BankTransaction Endpoint. This currently works through the UI but not the API.

    Issue: Importing a 'Spend' BankTransaction using the API with an adjusted TaxAmount results in a Validation Error:
    [Message] => Tax amount 936.09 is incorrect for INPUT2 tax type, should be 187.22

    Works: Using the UI
    Doesn't Work: Using the API

    3 votes

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    1 comment  ·  Banking  ·  Admin →
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  3. Xero has finally released a "Credit Limit" facility for Customer accounts. Please can you make this available through the API?.

    139 votes

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    74 comments  ·  Payments  ·  Admin →
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    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. I have clients that do there own bookkeeping but are on partial exemption VAT and they are forever changing things in prior VAT periods. It would be useful to have a date of the transaction in all reports as it would be easier to make the required adjustments. This also relates to aged debtors/creditors and transaction reports as it would speed up the process of identifying any new transactions that were posted in earlier periods.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  5. While creating the sales invoice via API, usually we check if the contact is already created or not, to search the contact the name/keyword must be used in the same case that is available on Xero, if its different then it will not search.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  6. Currently we can only grab the Online Invoice URL Field via a standalone API callout to the Invoice endpoint which includes the invoice number in the callout.

    This proves to be a big issue with applications that grab and store historic data in the application.

    For example:

    We connect our application with Xero and there are 20,000 historic invoices in Xero.

    We store the invoice data in our application for these 20,000 invoices, but we want to get the Online Invoice URL so the customer can add it to custom templates.

    Because we can only callout to 1 invoice at…

    4 votes

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    0 comments  ·  Invoices  ·  Admin →
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  7. Please add quotes to the API Previewer so we can test our queries easily.

    2 votes

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    0 comments  ·  Quotes  ·  Admin →
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  8. Search functionality to go through items not yet reconciled in statements/bank accounts such as credit card.

    1 vote

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    0 comments  ·  Admin →
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  9. Enable a search option to go through transactions on credit card that have not yet been entered

    1 vote

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    0 comments  ·  Banking  ·  Admin →
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  10. Note - you need a projects API section now it has been released.

    To enable full use of OCR apps with Projects there needs to be the ability to post bill line items to projects as expenses. Without this functionality any business that wants to automate their billing and approval process cannot use Xero projects (without manual intervention in Xero).

    As an exmaple - I currently have a client looking to do this with 50 active staff. This would be £250pm or £3,000pa potential Xero fees lost as they would use a different app that does both.

    17 votes

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  11. it would be great for Xero to be able to identify duplication with synching data from other applications. Xero just can not rely on third party.
    it's going to be better selling point for Xero .

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  12. Need to have a way to generate OnlineInvoiceUrl while creating Invoices in single API call so no need to do api calls twice to get the onlineInvoiceUrl using GET https://api.xero.com/api.xro/2.0/Invoices/9b9ba9e5-e907-4b4e-8210-54d82b0aa479/OnlineInvoice

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  13. 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 ).

    57 votes

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    under review  ·  6 comments  ·  Contacts  ·  Admin →
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  14. Currently you cannot send the PDF version of the invoice as an attachment to the invoice via the API.

    97 votes

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    56 comments  ·  Invoices  ·  Admin →
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  15. The ability to display all projects created in Xero Projects to a Calendar.
    That way you can see who is doing what on each day,week or month.

    1 vote

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    0 comments  ·  Admin →
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  16. Why Office 365 backup? Well, to put it simply, taking initiatives necessary to secure important organizational information is important to the survival of any organization. Attackers often target the information that is most sensitive and would fetch them the highest ransom. If recent trends and researches on these trends are anything to go by then these attacks are getting more sophisticated with each passing day.

    The best way to protect the data most important to you is to be in complete control of it yourself. EdbMails Office 365 backup is a one stop solution that not only helps you create…

    1 vote

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  17. Please return the TotalDiscount when searching for multiple invoices.

    Xero, indeed, only returns the TotalDiscount when searching for ONE invoice, by its UUID or Invoice Number.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  18. We can trigger emailing invoices from XERO to the customers email address, using the /email end point on the INVOICES api. We urgently require the same functionality for credit notes and we do not understand why this feature was not extended from invoices to credit notes. Urgently required for customer integration project.

    7 votes

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  19. Provide ability to turn off invoice reminder notifications for specific customers via the API.

    Failing this, provide a way to set up notification rules so certain patterns of customers aren't notified of follow ups.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  20. Ability to create new Xero account with info being pushed in with all company details, year end date and business number

    1 vote

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    0 comments  ·  Admin →
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