Xero Accounting API

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  1. Reconcile via the API

    Be able to reconcile bank statement lines via the API.

    711 votes
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    116 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

    Hi everyone,

    Firstly, apologies – it’s obvious from the continuing comments that we declined this request too hastily and without the explanation it deserved.

    We know that reconciling would be a valuable API feature, but reconciling requires fine grained access to bank statement data and unfortunately we’re not able to share that data via the API for commercial reasons.

    At Xero we’re passionate about having an open API and providing small businesses with open access to their data. Unfortunately, many of the partners we rely on for statement data don’t share the same ideals.

    Hopefully change is coming in the form of open banking. However, it will be a long time before we can openly share statement data via the API and provide a decent reconciliation experience to third-party apps. For that reason we will unfortunately leave this request as ‘declined’.

    For the immediate future, we’re busy doing some really…

  2. Expose everything via the API

    Everything visible in the web interface should be exposed via the API. In fact ideally the web interface itself would be a client of the API, which would ensure that all useful technology is exposed.

    545 votes
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    20 comments  ·  General Requests  ·  Flag idea as inappropriate…  ·  Admin →

    We’re closing this request out and asking that developers suggest or vote for the specific features you’re after as it’s easier to get feedback to you on each request this way and also free up your votes. I’d like to reassure you we’re committed to offering the best API we can.

    Tony Rule
    Product Manager, Xero Developer API

  3. Credit Card payment API

    Store encrypted credit cards for customers and be able to initiate (through the invoice API) credit card payment via any credit card processor's API. Paypal Web Payments Pro would be good out of the box but ideally would be set up to work with most standard APIs.

    108 votes
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    7 comments  ·  Non-API Functionality  ·  Flag idea as inappropriate…  ·  Admin →

    I think it is a good idea to close this suggestion out as it is not a direction we wish to take for now. Over the next 2 quarters we will be looking to deliver improvements within the application in terms of development of online invoicing and supporting more payment processors, but a credit card payment API is not something we will be looking to do within a 0-3 year timeframe, so declining this suggestion.

  4. Create Bank Rule's for Bank Transfers

    Add a 3rd option for Bank Rules.
    Allow for transferring to a specified account.

    EG: I transfer money from my PayPal to my main account only.
    OR
    EG: I transfer money from my Skrill account to my main account only.

    And would like these to be reconciled even easer with automated bank rules.

    69 votes
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    5 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow split of single payment to multiple Invoices via API

    For customers who's payment gateway settles the days total takings into your bank account in one lump sum at the end of the day, making single payment against single invoices via API is no good. It would be great to be able to recieve a payment to a bank account and split that payment to be applied against multiple invoices.

    58 votes
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    4 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

    There seem to be a few different requirements here, I want to see what we can do to help:
    - We have prepared a guide on an easy way to handle payments where you have multiple invoices, but one lump some payment from a payment processor into your bank: http://blog.xero.com/developer/handling-payment-processor-receipts-in-xero/

    - Another solution would be for users of the API be able to create a bank feed themselves from a payment service. You can vote for this API feature request here: http://xero.uservoice.com/forums/5528-xero-api/suggestions/340274-import-bank-statement-lines-via-the-api

    There are other questions that point more towards Xero feature requests rather than API functionality. I recommend you request these in our community forum: https://community.xero.com/business/topic/23/

    I will close out this request and we can continue the conversation in the links above.

  6. Automatic Reminder Notice - Overdue Invoice

    Send an automatic reminder notice after, either, 7 days, 14 days, and/or 21 days once the invoice gets overdue. We should have the facility to choose number of reminder notices. Have the facility to generate reminder notice report.

    We sent several invoices everyday and it is hard for us to remember to send a notice to clear their overdue payments

    My client needed this system in xero and he was depressed when he heard that it's not yet developed in xero.

    52 votes
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

    Good news! Work is almost complete for invoice reminders in Xero so look out for it in the app very soon.

    I’m closing this particular suggestion as it seems to relate to Xero in general rather than the Xero API. General Xero suggestions are best placed here https://community.xero.com/business/discussion/50961/

    If anyone voting for this issue has any API specific suggestions for invoice reminders then please feel free to post it as a new idea.

    Regards,
    Adam

  7. Add eWise to your list of financial aggregators for Asia market

    Add eWise to your list of financial aggregators for Asia market. Yodlee does not work for the Sg market where OTP is required. However, eWise is able to login and pull the transaction from SG banks. I have seen it myself.

    You guys should look into their financial aggregating services if you would like to improve on bank feeds in Singapore.

    43 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. add more placeholders to email templates

    I love the mail-merge style placeholders you've added to the email templates, but there could easily be more!

    For example the "Contact Name" - a lot of my customers are businesses, so the emails will say "Hi ABC Company Pty Ltd" which looks silly. I've added the contact names of the actual people I deal with at those companies into the Contacts section of Xero, so having access to "Contact First Name" for example would be excellent.

    41 votes
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    5 comments  ·  Non-API Functionality  ·  Flag idea as inappropriate…  ·  Admin →
  9. Enable multiple shipping addresses for a contact

    Please can we allow a contact to be associated with multiple shipping addresses. Whilst groups work to some extent, it is unforgiving if there are any inaccuracies in group membership (which does occur).

    39 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Make the 3-legged authorization process compatible with WP7

    I'd love to build an WP7 application for the Xero platform, however the step that involves navigating to the login page which is required to complete the OAuth process is blank on WP7 browsers.

    30 votes
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    1 comment  ·  Authentication  ·  Flag idea as inappropriate…  ·  Admin →
  11. Provide api functions to generate reports.

    I find the reports available in xero very minimal, especially compared to those my accountant are used to from Simply Accounting. Consequently, I wish there were an API I could use to generate my own reports rather than hope that the xero team will implement the exact report that my accountant is requesting.

    27 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Since this request has been opened a lot of extra functionality has been provided, including reports by tracking for P&L and balance sheet: http://developer.xero.com/documentation/api/reports/

    There are still a number of features we could improve on, and a number of these exist as distinct feature requests in this forum. We suggest adding your votes to those requests so we can close out this generic feature request which is difficult to define/act on.

  12. Let an API link Xero bank rules to Excel, for big time savings

    If this only let us export, import, create and delete, it would quickly give big time savings, avoid many errors and encourage better rule coding. However, its value will grow exponentially as we use the combined rules, of many clients, to copy rules between them and new clients. This could soon give all Xero users local and national Excel rule libraries. Their rules could reference rule creators, both for support and to encourage library contributions. The reputation of the rule creator, forum comments on each rule and the Likes (votes) of users will encourage much wider sharing of much better…

    22 votes
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    8 comments  ·  General Requests  ·  Flag idea as inappropriate…  ·  Admin →

    The API is not suited to this purpose, this would need to be built in the main application in order for users to import/export. It could be exposed via the API also later on, but for now, the best place to show support for this functionality is in our community forum: https://community.xero.com/business/discussion/65371/

    This forum is specifically for developer API functionality (exposing existing Xero functions through the API).

  13. Add a payment gateway such as sagepay so that payments for invoices can be taken via Xero

    It would be nice to beable to take a payment over the phone using a virtual terminal from within Xero.

    Adding a take payment now button when an invoice is approved and adding a payment gateway such as sagepay for this would be very useful.

    21 votes
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    4 comments  ·  General Requests  ·  Flag idea as inappropriate…  ·  Admin →

    For developers looking to integrate a payment system themselves (including SagePay) they can do so using this guide we have provided: http://developer.xero.com/documentation/api-guides/payment-services-integration-with-xero/

    While providing an integration to SagePay as part of our payment services feature in Xero is not currently on the roadmap, you can raise and vote on a feature request for it in our Xero community: https://community.xero.com/business/topic/23/

  14. Add a cc and bcc option for when sending out invoices

    Simple thing, just give option for copying/bcc'ing others, especially for clients who specify that you do this.

    20 votes
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    1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to merge accounts in the chart of accounts

    You can merge contacts, how about the ability to merge accounts, users will often create duplicate accounts and use both, rather than waste time recoding a bunch of transactions choose which accounts you want to merge

    17 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  16. have an option to change the default view on 'My Xero' homepage to show only specified grouped or favourite files.

    Our firm uses ledgers for tax work which is making the 'My Xero' homepage very cluttered and time consuming to find files. I have created groups however each time you navigate back to the homepage, all files are showing.

    Can you please create an option that allows you to choose which groups are showing on the homepage?

    16 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Insurance Quotation Integration - Modern Risk Solutions

    I’ve an insurance app called Modern Risk Solutions that allows users (whether business or personal) to submit requests for insurance quotes.

    See link: https://itunes.apple.com/hk/app/modern-risk-solutions-incident/id616505814?mt=8

    I’d like to be able to PULL information via Xero from business entities for the following fields:

    • Name
    • Company Name
    • Email
    • Phone
    • State
    • Years in business
    • Numbers of employees
    • Current year revenue/turnover
    • Claims or losses in the last 5 years
    • Total replacement cost of all assets
    • Target price/budget

    We’d like the ability to pull the information from Xero via a Connect with Facebook style login…

    13 votes
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    declined  ·  0 comments  ·  Non-API Functionality  ·  Flag idea as inappropriate…  ·  Admin →
  18. Populate reference field on payable invoices

    Would like the ability to set the reference field on payable invoices. This is available on sales invoices but not on payables

    7 votes
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. make Xero contacts available over LDAP

    Xero could export contacts via LDAP for integration with VOIP caller ID, email addressbooks and access control systems.

    6 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Edit the balance sheet comparison dates outside Xero

    I use an Add on program with Xero named QuickWin Development. I extract my Balance Sheet from Xero and its sent into Microsoft Excel. It works well except it won't let me extract the balance sheet with editable comparative dates. This is a simple feature when editing the balance sheet inside Xero. So I wonder why you cannot do this when extracting into Excel.

    6 votes
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    0 comments  ·  Developer Tools  ·  Flag idea as inappropriate…  ·  Admin →

    As this forum is for developer API functionality requests and yours relates to something that would need to change in QuickWin’s application, I’m afraid we have to decline this suggestion. Don’t take it personally – we would still love to see you make your suggestion to QuickWin and see that functionality become available.

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