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Accounting API

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576 results found

  1. Allow Client Custom fields to be retrieved with the GET Client API instead of requiring a separate call for each client. In addition to the detailed=true parameter, another parameter like customfields=true to bring all the values into a separate field as a json that can be unpacked.

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  2. I'd like to build an automation to enter various comments (of my choosing) in the discuss tab in Xero depending upon what the AI finds in the transaction. The current APIs don't allow for comments to be entered in the discuss tab in Xero.

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  3. With the introduction of the MANDATORY OPTIMISED FILTERS, some Xero customers that raise many ManualJournals can no longer access them via the API because the DATE field is not included as an optimised filter.

    It's imperitive to be able to filter all transactions by date.

    As such, all endpoints should have DATE field optimised.

    This ensures we can do things like the follow snippet to pull a single month of data without it putting strain on the xero servers.

    ?where=(date >= DateTime(2025,02,01) and Date <= DateTime(2025,02,28))&page=1

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  4. I’m currently working with the Quotes endpoint (https://api.xero.com/api.xro/2.0/Quotes) and need to retrieve multiple quotes by their QuoteNumber.
    Could you confirm if there is a way to fetch multiple quotes in a single request filtered by QuoteNumber?
    Alternatively, would it be possible to support the where filter with OR conditions for multiple QuoteNumber values in future updates?

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    0 comments  ·  Quotes  ·  Admin →
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  5. Hi,

    I saw that there is a way to get an online invoice url via the api. (ref: https://developer.xero.com/documentation/api/accounting/invoices#retrieving-the-online-invoice-url)

    We hope to have the same way to easily get a shareable Prepayment URL via API for customers to view as well.

    1 vote

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  6. The data pulled from Brex in the reconciliation dashboard is not sufficient to reconcile Departments & Locations. Can you add these fields in your API so they are pulled from Brex and included in the Description field? The description field currently lists the vendor again (which is redundant) but it does not list other important fields, such as comments, departments or locations. Can you add these fields in your API interface/pull

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  8. So we collect a lot of prepayments in our work, and those require a customized branding theme to act as a receipt as they are unlike the regular invoice payments.

    Hopefully in future, there will be a way to apply a branding theme to a specific PrepaymentID via the API too.

    Thanks!

    1 vote

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  9. The provision is to save the invoice as a "Bill to Pay" and associate the invoice reference(Custom If Possible) with the bill to pay, including the PDF of the linked invoice via API.

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    1 comment  ·  Invoices  ·  Admin →
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  10. The Xero API supports creating and getting Bank Transfers through the API

    It would be nice to have the ability to update and delete Bank Transfers through the API

    Original Post: https://github.com/XeroAPI/xero-python/issues/167

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    0 comments  ·  Accounts  ·  Admin →
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  11. Currently, it is impossible to print Invoices and Packing Slips via API but this can be done via Web Interface.

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    0 comments  ·  Invoices  ·  Admin →
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  12. Please create a webhook to be notified when there are changes in the Chart of Accounts

    https://developer.xero.com/documentation/guides/webhooks/overview/

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    under review  ·  0 comments  ·  Accounts  ·  Admin →
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    1 vote

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  14. We use Breadwinner to sync Xero to Salesforce. In Xero for an individual invoice we can see the History and Notes. We want to surface that data within the Invoice record in Salesforce.

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    0 comments  ·  Invoices  ·  Admin →
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  15. Add ability to delete bank transfers through the API

    Currently you can only create them and not delete them or the associated transactions

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  16. In my app all im using Xeros Api for is retriving contacts from a group but i also want to add contacts to a group i can add a contact but not too a group this is critical for my application as it needs to use Xero for this information

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    0 comments  ·  Accounts  ·  Admin →
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  17. Currently they are unable to be updated as they are automatically marked as "paid". However, updates are allowed for these invoices via the Dashboard, so I would expect the same behavior via the API.

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    0 comments  ·  Invoices  ·  Admin →
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  18. Invoices have a Date field with the temporal resolution of YYYY-MM-DD (despite there being numeric values to support time as well).
    This field shows the date that the invoice is created. It would be wonderful if the invoices had a time field, with the timestamp that the invoice was created.
    Fundamentally, this is extremely similar to UpdatedDateUTC.

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48771044-invoice-api-add-created-timestamp

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  19. Where an invoice is created via API and the customer uses the Contact Merchant button and Ask a Question form found in the online invoice emailed to them, no user in the organisation is notified by email (as the creator user is 'System Generated').

    There needs to be a way either to disable or remove the button, or specify an existing user or email address to be notified in these instances.

    At present, a note is created attached to the invoice but users in the organisation are not made aware of its presence, leaving the customer frustrated their message has…

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  20. Our customers / product requires the ability to filter by null/blank guid fields.

    For example, the Invoices endpoint has a RepeatingInvoiceID field. We have customers that need to find all invoices that DID or DID NOT originate from a repeating invoice.

    The logical approach would be via the where clause using one of the following syntax.

    ?where=RepeatingInvoiceID != null
    ?where=RepeatingInvoiceID == null
    ?where=RepeatingInvoiceID != ''
    ?where=RepeatingInvoiceID == ''

    This not only needs to apply to invoices but all endpoints (e.g. the invoices BrandingThemeID, the bank transactions OverpaymentID or PrepaymentID, etc.)

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