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Accounting API

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  1. Recently lodgement of payment summaries through Xero Tax became available. You can also manually create these instead of handwriting the ATO forms which has been fantastic so far for our firm. It would be much appreciated if this was also done for the annual taxable payments report for the building and construction industry for tax clients who do not use Xero software.

    7 votes

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  2. 1 vote

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    0 comments  ·  Admin →
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  3. When in the Client view, it would be helpful if you could opt to only show fields containing data.
    With the ability to enter a large variety of data fields, the page is quite long, however, for many clients a limited number of fields actually contain data.
    If the view could be minimised to only show the fields that actually contain data, the page would be shorter and easier to see the information at a glance without the need to scroll through the page.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  4. Please API to create a receipt programmatically

    1 vote

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  5. Services which are you guys are providing it's awesome , but the documentation which you have provided is not helpful at all . .. documentation should be user friendly and simple so that developers can easily integrate on their site .

    1 vote

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    0 comments  ·  Authentication  ·  Admin →
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  6. I would like to be able to do a monthly cash flow projection. I would start with the cash flow from the past 12 months. I would present the average for each line item and give the forecaster the option to increase or decrease the figure for the coming 3 months. It would need some work to break out the revenue figure by account and to give a way to put in a projection for accounts or opportunities yet to be won by the sales team.

    1 vote

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    0 comments  ·  General Requests  ·  Admin →
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  7. I would like to be able to do a monthly cash flow projection. I would start with the cash flow from the past 12 months. I would present the average for each line item and give the forecaster the option to increase or decrease the figure for the coming 3 months. It would need some work to break out the revenue figure by account and to give a way to put in a projection for accounts or opportunities yet to be won by the sales team.

    1 vote

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  8. Keeping with continuity, make a purchase order contact the same as a contact via an invoice or credit note, meaning the Xero API automatically matches them to the Name field or adds them if it can't find them.

    Currently we must upload an address book and then link the contact using the ContactID or ContactNumber for Purchase Orders.

    Why have one way of doing something, then another for something else?

    1 vote

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  9. I would love to have as short cut straight to Purchase orders from the main dashboard. :-)

    1 vote

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    0 comments  ·  General Requests  ·  Admin →
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  10. Problem: if a Journal is reversed, Journal.SourceId may point to an invoice whose LineItems do not correspond to JournalLines.

    Proposed Solution: If a Journal is a reversal, expose the number of reversed journal via API, e.g.

    <Journal>
    <IsReversalOf>originalJournalNumber</IsReversalOf>
    ...
    </Journal>

    When it is useful: in the simplest scenario, when Invoice's LineItem is edited, the original Journal corresponding to the Invoice is reverted and new one is created. We end up with three Journals: Journal1 and Journal2 cancel each other, Journal3 reflects (the new version of) the invoice. Unfortunately, all three Journals have SourceID pointing to the (now modified) invoice. Consequently,…

    10 votes

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    1 comment  ·  Journals  ·  Admin →
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  11. Allow an extra field so that the application can store data with the invoice, credit note, purchase order, payment, etc.

    Other third party sites allow this in the form of an array, in Xero's case, this would be XML an data field or JSON data field.

    This will enable apps to quickly access data using their own pointers, or variables, etc.

    1 vote

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  12. This feature requests really applies to Bill entry. Is it possible to include a feature where there is an option to re-enter a new bill to the same supplier and where the date previously entered will automatically repeat? This would make data entry quite a bit quicker.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  13. We used to have A-Z tabs on the top of the window to enable us to search for a contact. Could this feature be re-enabled as currently we cannot browse the contacts - we have to type in a name.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  14. Should be able to retrieve and set Inventory Item status, i.e. whether Active/Archived or deleted

    101 votes

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  15. Hi I want to create on extra filed on Invoice and want to access that extra custom field should api and want to get and set that value of custom field using api.

    Waiting for your reply thank in advance.

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  16. I am using XeroApi.dll, v1.1.0.33 SDK for OAuth and send Invoices to Xero with same SDK. But i can't find purchase order endpoint to create it.

    1 vote

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  17. This should be similar to the Modified After parameter for invoice requests. The UpdatedDateUTC field is available int the body of the file response and users would like the ability to filter on this.

    This is in lieu of webhooks notifying users of the file API of changes, which is a separate requested feature.

    3 votes

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  18. We at Rayvat Accounting have expertise working on XERO accounting software. We are partners with XERO and service many Australian clients on XERO.

    Rayvat Accounting provides quality XERO bookkeeping services to its clients on Xero. We are advisors on Xero Platform.

    See my work: http://www.rayvataccounting.com/work-methodology/xero-for-your-business/

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  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…

    42 votes

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    5 comments  ·  Invoices  ·  Admin →
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  20. It would be great if the limit of API calls is increased. That way we can make more requests to Xero and not have the connection destabilise. This affects our customer experience as our customers ask us always

    10 votes

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