576 results found
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Include ContactNumber in the response for GET CreditNotes
GET CreditNotes has the InvoiceNumber field but not the ContactNumber field. It would be quite nice to have both.
3 votes -
Validate only option for POST and PUT
Currently when you POST or PUT, Xero will either accept or reject each of the entries. Provide an option to POST or PUT data (Invoices) and have the results returned WITHOUT actually updating any data. That would allow an All or Nothing approach to batch data submission.
3 votes -
Contacts' creation date exposed in API
Would enable the measurement of new business. e.g. number of new customers since the start of the year and their $ value.
3 votes -
Specify which account to import FreshBooks entries into
The API sync with FreshBooks currently dumps my FreshBooks transactions into my checking account ledger irrespective of where those funds were actually deposited. This is a serious limitation that needs to be fixed promptly. Most businesses--even small ones--have more than one account. For interest maximization, all deposits at our firm, for example, go into a money market. As cash is needed in checking to cover outgoing money, it's transferred.
3 votes -
email to invoice gateway
not sure if it is possible, but what about an email to invoice gateway.
have an email address invoices@xero.com
i can email any invoices i get to that address and it automatically populates a draft invoice in xero, based on the from address of the senderobviously you would need to have a bit of security, like a cryptic email address to send the invoices too, and it would be difficult to parse all invoices formats, but not impossible.
even if it pulled out the generic details of each invoice, eg invoice no, from, date, total, it would save a…
3 votes -
Tracking categories for Products and services
I have clients with multiple site locations so we have tracking categories set up to report on each sites profit. Each site sells different products and services and at different prices. Currently when raising a sales invoice with multiple line items, the clients have to manually choose which tracking category they would like the sales line to be tagged with.
It would be really useful if we could create products & services that can be allocated with a tracking category so for example 'Site A - Labour' service item created and when selected on a sales invoice then the auto-fill…
2 votes -
Expose Journal Count
Other paged endpoints show the total number of records available but journals doesn't (possibly because it's using "offset" instead of "page")
2 votes -
Endpoint to Update Bill Payment
We would need an endpoint to update the Bill Payment object created. Our use case is to update reference number for the existing bill payment.
2 votes -
Add customer sales defaults and Financial details on contacts api
Add ability to view and update customer finical details
- Credit limits.
- Credit Terms (Invoice due date).
- Outstanding balances (possibly read only).
- Discount.This will allow among other for 3rd part vetting process of customer onboarding to be seamlessly integrated.
2 votes -
in the project API expose the time start in time entries
Either expose the time start in project time entries or expose project reports.
This is extremely important when trying to calculate overtime and also to review timings when doing payroll.
I actually cannot believe it is not already exposed.
2 votes -
Include QuoteID/InvoiceID in either Invoices or Quotes endpoint to allow analysing
Our customers need to be analyse Quotes and Invoices and link both with each other. Unfortunately, while you can create a sales invoice from a quote, there is no linking identifier between the two.
It would be good to include the InvoiceID in the Quotes to know which invoice was create from the quote. If a quote can be invoiced multiple times, it would be good for this to be an Invoices collection.
It would also be good to include the QuoteID in the Invoices endpoint to know this invoice originated from a quote and which.
2 votes -
We need to be able to fetch bulk, paginated History and Notes
We need to be able to fetch bulk, paginated History and Notes via the API. Now it only has the ability to fetch records for single invoice. It will be great if we are performing one time ETL and we are getting the time out 429 status in error and rate limiting issue.
2 votes -
Update Bills (ACCPAY) after they are paid
We should be able to update certain fields on an ACCPAY invoice via the API even after the bill is paid. This is in line with the Xero UI. In the Xero UI we can edit the Due Date and Reference still after payment but we can't edit anything via the API. These should match and we should be able to edit the reference (InvoiceNumber) and URL as they do not affect the payment or anything financial on the bill.
For reference the only reason I'm needing to update these fields is because custom metadata can't be applied to invoices…
2 votes -
allow contact website to be set/updated via the api
allow contact website to be set/updated via the api
2 votes -
Allow Prepayment Attachments to be Uploaded via the API
It's currently not possible to add Attachments to a Prepayment via the API.
It'd be nice if we could access this at "https://api.xero.com/api.xro/2.0/Prepayments/{Guid}/Attachments/{Filename}" to bring the functionality in line with the GUI.
We currently have access to: Invoices, Receipts, Credit Notes, Repeating Invoices, Bank Transactions, Bank Transfers, Contacts, Accounts, Manual Journals, Purchase Orders, Quotes (https://developer.xero.com/documentation/api/accounting/attachments).
Seems like the standard and infrastructure is already there, it would be nice to have this one soon, thanks!
2 votes -
Enhance API to include Invoice Created By information
Created by is an important audit field and minimally allows the broader organization to know who to go to for questions...E.g. Think PM getting Invoice questions from customers and then needs to speak with whomever created the invoice to review.
Additionally, this impacts many 3rd party integration tools such as Breadwinner that aim to surface Xero data into other systems. The better enabled integration partners are, the more successful Xero will be in growing with customers and entering larger companies.
Enhancement / Use Case:
Enable API to be able to include the name of the person creating an invoice via…2 votes -
Need client code extra field in organization API call
I am reaching out for assistance regarding a client code-related query. Could you please guide us on where to capture this information from the response? If the client code is not provided in the Xero GET Organisation API response, could you also advise on the appropriate steps to request the Xero team to add this property to our response? Your assistance in providing information on the client code is greatly appreciated.
2 votes -
2 votes
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Provide the OpenDate and ClosedDate in the Projects endpoint
The Projects endpoint of the Xero Projects API does not include the OpenDate and ClosedDate as fields.
These are useful for users to report with and should be included.
2 votes -
Deleting Allocations from Prepayments and Credit Notes
In the current version of Xero, the deletion of allocations from PrePayments and Credit Notes is not allowed via the API and can only be done via the web interface.
It is a much-needed feature and we have tens of hundreds of clients who are asking for it.2 votes
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