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Accounting API

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10 results found

  1. Call a webhook when a Quote is accepted

    When a quote is accepted by a customer, add the option to call a webhook.

    This would allow for integration with job tracking software and a secondary call to the quote API (https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/7040008-quotes-via-the-api) would allow me to retrieve the relevant information (customer, description, line items etc) in order to generate a job sheet for the accepted quote with all the relevant data for workers to begin the job.

    30 votes
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    3 comments  ·  Quotes  ·  Admin →
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  2. 22 votes
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  3. Expose the Online quotes URL via the Xero API

    Be able to retrieve the online quotes URL via the Xero API as you already can for invoices (http://help.xero.com/#OnlineInvoices)

    22 votes
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  4. Add 'Where' queries to Quotes API

    Where queries allow more advanced filtering of data and would be nice for quotes considering its on the majority of endpoints currently

    7 votes
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  5. Allow Quotes in API Previewer

    Please add quotes to the API Previewer so we can test our queries easily.

    6 votes
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  6. enable creation of invoices from accepted quotes via API

    Once a quote has been ACCEPTED it would be very useful to then turn this into an Invoice via the API, as per the manual user task of pressing the "Create Invoice" in the Xero web portal.

    4 votes
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  7. From Quote to Works in Progress orders with reporting ability

    From Quote to purchase orders to approved Works in Progress orders with reporting ability. Frustrated.

    1 vote
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  8. Add Contact address information for Quates endpoint

    There is no contact address information in the quotes endpoint

    1 vote
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  9. Quotes with lineAmountTypes=inclusive returning wrong unitAmount

    Unlike invoices, if lineAmountTypes='INCLUSIVE', quotes return the items with unitAmount having the tax deducted.
    Example (invoice):
    1. Invoice created with lineAmountTypes=Inclusive with 1 item with unitAmount=100, quantity=1.
    2. GET invoice returns the invoice with the item. unitAmount field is correctly showing 100

    Example (quote):
    1. A Quote is created with lineAmountTypes=INCLUSIVE with 1 item of unitAmount=100, quantity=1.
    2. GET quote returns the quote with the item's unitAmount=86.96 (86.96+15% GST = 100) which is wrong.

    1 vote
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  10. Include the AccountID field for PurchaseOrders and Quotes

    Quotes and PurchaseOrders are the only endpoints remaining where the lines do not include the AccountID.

    For consistency, it would pay to include these fields.

    Hopefuly, this is a simple request since AccountID was added to CreditNotes, Invoices and RepeatingInvoices recently.

    1 vote
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