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Accounting API

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  1. When I create new delivery address for new PO I am able to specify its lable. However when I try to obtain available addresses from my company settings I cannot find address lable only address type. For all delivery addresses this type is the same: DELIVERY.

    We would like to list company addresses the way it is done during Purchase Order creation in Xero. The problem is that API does not send back the "Label" of the addresses (bold text like "Postal" or "Physical"). These labels are very important since they are used to set some meaningful name to the…

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  2. Contact details should show the clients email on the printed invoice

    1 vote

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  3. When a client pays parts of an invoice, the sceen view shows a 'total' line, 'less payment' line and an 'amount due' line, but it only shows the 'balance due' on the print out. I'd like to it to be the same as the screen view.

    1 vote

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  4. I'd like to see each contact have their own email AND phone number, plus a note section i.e accounts/ workshop

    Also, at the moment, the second contact must have an email - I'd like to be able to add a contact with as many or as little fields filled out e.g Sometimes all I need to add is another name with no email or phone number

    2 votes

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  5. The best Q&A technical sites I use have voting on answers so the most popular answer bubbles to the top. Means it is value based rather than just a history or replies.

    See:
    http://stackoverflow.com/questions/1328025/jquery-ui-datepicker-change-date-format

    Compare to:
    https://community.xero.com/developer/discussion/3032022/

    1 vote

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  6. Please add a label option so it does not show the label of the api. We use this to link invoices to bills and bills to invoices as they are related for our business.

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  7. The layout of the menus doesn't always seem aligned with the tasks I perform most often: "Add Credit Note" is something I use regularly. Why is the link for this action hidden so?

    1 vote

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  8. I have batches of 20 or more bills to add at once.
    I want to do them quickly.
    I know the supplier name is already in Xero and that autolookup will find the name if I just type the first 3 letters.
    But alas! I hit the TAB key before the autolookup feature has worked, and now I've created a new supplier called Ral, or Mad, or Win, or Upg, or...
    Please fix this, it drives me mad.

    2 votes

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  9. At the moment the Trial Balance report via the API can only be sorted by Account Name. I would like to see a new parameter to allow us to specify the sort order for the report, e.g. by Account Name or Account Code. These are the same options available in the Xero UI.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  10. Using an A/R Invoice as an example, at the moment you can upload a new attachment, retrieve a list of attachments and download attachments. I would like to have the ability to delete an attachment - for example you might have uploaded the wrong attachment, but you need to login to the main Xero website to be able to delete the attachment.

    4 votes

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    0 comments  ·  Invoices  ·  Admin →
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  11. 1 vote

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  12. as with the similar suggestion for manual journals, this would make it possible to keep data in sync between Xero and other systems. Without this ID, if anything so much as the status or one letter in the description changes, there's no way to truly verify you have all the correct lineitems without dumping them all and injecting them again from scratch. yes there are some workarounds, but they all have failure points somewhere without these IDs.

    17 votes

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  13. hi guys,

    if a BARCODE field was present in the item it would enable using a barcode scanner when pick and packing the Xero order/invocie.

    Also, most items / products these days have a unique standard barcode and this would enable greater integration between Xero and EDI (Electronic Integration between suppliers )

    1 vote

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  14. This is more for the WorkflowMax/Practice Manager API but as I can't seem to find a community site for that product I'm posting here. It seems like an oversight to not include the group ID. Can this be added please.

    1 vote

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  15. Be able to get aged Receivables and Payables for all contacts via the API and not have to call them one at a time!!!!

    Surely this would be a massive help to your own API given I'm sure multiple people are just smashing the API by making call after call to get all the contacts out!!!

    24 votes

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  16. Allowing the Customer Invoice Report to have an Account Number Field as more and more accountants use customer numbers rather than the customer name.

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  17. It would be great if there were somewhere within each of the Bank Accounts where we could upload/scan and store Bank Statements within xero as auditors need to see these regardless of whether we say that the account is reconciled.

    3 votes

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    0 comments  ·  Banking  ·  Admin →
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  18. Gain ERP offers enterprise class Accounting, Billing, Inventory and SaaS model services for the SMB market. The team leverages open source technologies and Google Cloud Technologies to lower project costs and strengthen the customers business.

    https://www.gainerp.com

    1 vote

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    1 comment  ·  Accounts  ·  Admin →
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  19. A notes panel on the dashboard would be great so other people in your organisation can see what the procedures are with that client.
    there is a place to put notes in Practice Manager.

    2 votes

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  20. Many lawyers cannot use just any Merchant Services provider, but Law Pay provides the necessary features for firms. It would be great if you could partner with them as Clio does.

    1 vote

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    8 comments  ·  Invoices  ·  Admin →
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