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Accounting API

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590 results found

  1. Currently the "Inventory Item Details" report shows all the sales per item, but very difficult to work with. Can you please incorporate a Slaes for the period column in the "Inventory Items Summary"

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  2. For example, creating invoice payments return invoice contact summaries in responses.

    If contact details are required on the client side the result is a subsequent API call to retrieve them.

    In this case the overhead of the subsequent call is greater than the cost of returning the information in the invoice payment response. This issue is compounded due to Xero API's rate limiting on requests.

    An optional parameter 'enableSummaries=false' would be nice.

    I understand that for cases like retrieving multiple invoices that summaries are useful but for single result responses, such as invoice payments the current functionality seems inconsistent. The…

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  3. You can already do a Xero to Xero invoice. I would like to link in to other on-line invoice aggregator services via their API and send an invoice to them electronically. I have a couple of multi national clients who refuse to accept invoices that are emailed with PDF attachments. They want me to use their invoice aggregator which either costs me money (if I integrate using their API) or time if I log on to their portal and manually enter each invoice (yeah right!).

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  4. My client need to add total discount on entire invoice rather than giving discount on each item.
    This would be great if we have such option.
    Thanks
    Sanjay

    6 votes

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    1 comment  ·  Invoices  ·  Admin →
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  5. Currently, you can' t get Journals based on posting date (the Date field in Journal). It should be supported as it is more relevant than the if-modified-since filter. In general, the Journal API should support the where clause.

    14 votes

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  6. I need to get all those Journals which involves a Bank account. (i.e. one of its JournalLines has an account of type Bank).

    Note that If I get all journals using Journal API, it is very time consuming. I hope to use the Journal API in such a way so that it only returns those Journal which involve a bank.

    12 votes

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    1 comment  ·  Journals  ·  Admin →
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  7. When clients have Retail Express and applying the discount on purchases in Retail Express there is no possibility to import the original price and the discount received when doing the import. A solution would be either to have the discount per line or at least under total balance of purchase have a field of "total discount applied" to this purchase...so the original price can be still found. When checking that the imports are correct at present it causes confusion and a lot of going back and forth to find out wether bill had been imported with discount and what the…

    2 votes

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  8. I use QWD and would like to see the Management Report exportable as well as more budget reports eg budget per month from budget manager.
    This would allow far more flexibility in building reports and dashboards.

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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  9. The Xero website notifies you when you are viewing an Invoice that was created by a RepeatingInvoice. There doesn't appear to be a way to get that information from the API.

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  10. When I send "<CurrencyCode>usd</CurrencyCode>" to a CAD base ledger (with USD as a valid currency) the invoice currency becomes CAD. But if I change it to "<CurrencyCode>USD</CurrencyCode>" then it works fine. (data is coming from Stripe, which uses lower case).

    Xero should always capitalize the currency code.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  11. We use Spree as our shopping cart, so hooking that up to Xero would have us dancing with joy!

    2 votes

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    1 comment  ·  Admin →
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  12. 2 votes

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  13. The addition of Overpayment and Prepayment endpoints, for us is still not functional with the addition of the reference field in these. Without this there is no robust way to save a prepayment at one point in time, then be able to look this prepayment up later to be used for allocation purposes.

    Same problem for Overpayments.

    Hope this can be added very soon as we are looking forward to the XERO api having proper Prepayment support.

    19 votes

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  14. 3 votes

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    0 comments  ·  Banking  ·  Admin →
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  15. In lieu of a Bank Statement endpoint, including the statementLineID in Bank Statement report would be really helpful

    We present a view of the Xero bank statement and show the bank account balance in some of our reports. It's difficult to reliably keep the bank statement in sync without some kind of unique ID on the statement line.

    16 votes

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    4 comments  ·  Reports  ·  Admin →
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  16. Right now, the only way to allocate a CreditNote to an Invoice is via a single API call to <url>/CreditNoteID/Allocations
    This severely limits the capability to have multiple allocations (exclusive) done at the same time. It would be wonderful to allocate CreditNotes to Invoices while their creation.

    17 votes

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    1 comment  ·  Credit notes  ·  Admin →
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  17. Right now, if we want to allocate multiple invoices to CreditNotes, the only possible way is to have an API call for individual Allocation.

    It would be very helpful if we could have a bulk Allocation API available. Where all the allocations can be made (One to Many or Many to Many) in a single API call.

    35 votes

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  18. 15 votes

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    4 comments  ·  Invoices  ·  Admin →
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  19. 1 vote

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  20. Create Batch Deposits -
    https://help.xero.com/au/BatchDepositCreate
    Does the API support this specific function? Is there a functional issue as to why this is not supported, or just never requested/not enough votes??
    Apologies if it is supported - I could not find it anywhere on developer pages etc.
    THANKS

    4 votes

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    1 comment  ·  Banking  ·  Admin →
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