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Accounting API

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576 results found

  1. Currently only 4 fields are supported through the API for Bank Transfers transactions – Amount, From Bank Account, To Bank Account & Date.

    It would be great if the remaining fields that are available via Xero's UI could also be supported in the API:
    API - namely:
    - From Account: Accounts Export Branch
    - To Account: Accounts Export Branch
    - Reference
    - 2 Amount fields (if From & To bank accounts are in different - currencies).

    2 votes

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  2. Add location and warehousing feature and also avail lot tracking facility

    2 votes

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  3. GET https://.../Invoices?order=UpdatedDateUTC%20DESC&page=2

    OR

    GET https://.../Invoices?order=UpdatedDateUTC%20DESC&id=12345

    Either way both return 100 results either starting at page 2 or at object with id 12345

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  4. Invoices has a filter of InvoiceNumbers. But this functionality is missing from Credit Notes even though Credit Notes are basically a negitive invoice. We need to be able to query for the status and existence of Credit Notes but keep hitting our API rate limit. We are using an WHERE OR statement but it's slow and we cannot check more than a few credit notes at a time.

    2 votes

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  5. Expose an isDeleted flag or something similar when pulling down Journal Line entries.

    2 votes

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    0 comments  ·  Journals  ·  Admin →
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  6. Provide support to mutate the batch payment fields on a contact through the API. They are currently read only - https://community.xero.com/developer/discussion/77542892

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  7. Looking to export User Login History - either from a practice point or from the Xero Organisation point - you can find this information in Settings > Users > Login History, but I can't find a way to export via API.

    2 votes

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  8. Add "PercentCompleted", "TotalEstimate" and "InvoicedPreviously" in Fields you can insert into a custom template so that invoices generated from Projects so the customer can see how far they are along the job and each task is toward completion.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  9. With Microservices now being all the rage, applications consuming Xero APIs need to be able to deal with their availability/non-availability. A "health-check" similar to the Java Microprofile Health service (see https://github.com/eclipse/microprofile-health) would support to enabling/disablng functionality related to Xero APIs based on the result these "health-checks". As a result user interfaces could enable or suppress functionality that requires the use of Xero APIs depending on these health-checks.

    2 votes

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  10. When you associate a line item with a task, it is then an expense on that task. It would be useful to be able to query the task to retrieve information about the expenses.
    You will then be able to get an end to end of bill coming in to invoice going out charging for that bill.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  11. I assign a purchase to a customer. I then go to invoices and add that purchase. at the end of the month my boss goes through the draft invoices and deletes some assigned purchases off the invoices. The deleted purchase stay under that customer which becomes annoying. right now I have to go to the purchase, edit it and unassign it. seems like a long process.
    from the dropbox above the description box in the invoice I would like to be able to have a choice to unassign customer, so that purchase no longer shows.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  12. We need to automatically recognize certain payments withing the daily bank feed statements and create overpayments on the respective client accounts.
    The information is already available as the lines of the statements are available in the portal so it is just a matter of exposing it through the API.
    Currently this is done by our accountant which takes a lot of his time for no good reason as this can easily be automated.

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  13. It is frustrating when i send statements or invoices and i have to go in and individually delete the sales emails and other general contact details. I have them all ticked to include in emails though as I need to send my invoices to accounts payable and the salesman but statements go to another accounts person . When we purchase from the same customer we have to send to accounts receivable. It would be great to have different Contacts so when i click send statements i dont have to delete the rest of the contacts.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  14. Currently paging is not available on the repeating invoices API call. We have a client who has too many repeating invoices for Xero to return, and without paging there is nothing we can do to get the repeating invoices data out of Xero's API.

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  15. It would be good to be able to get the usual payment days number which is shown in Xero's contacts page through the API in order for displaying that data in in house software used to rate customers payments against their established payment terms.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  16. For UK VAT registered organisations, allow the date of the last VAT return submitted to be exposed via the API

    2 votes

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  17. Allow the last date any bank feed was refreshed to be queried for an organisation via the API

    2 votes

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    0 comments  ·  Banking  ·  Admin →
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  18. Customised reports (Memorised reports templates/Save Report templates) created in XERO account should be available through API Call.

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  19. 'Upon searching for imported/feed bank transaction, to click on said found transaction to enter/create details/transaction & reconcile'.
    I have a lot of US Dollars transactions that come through the credit card & bank account - I need to search for the AUD value before I can input it via the bank feed 'bank statement' tab. Many are once off suppliers, so no need to enter bills - esp as I dont get paperwork with AUD only USD. It would be great if I could then click on said found transaction to complete the process and reconcile. Even if it takes…

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  20. We would like xero to build an API to extract the report called "Expenses by supplier". Currently to extract spend by supplier we have to extract all payments and bills and build this back up ourselves.

    2 votes

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