575 results found
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Allow more than one contact with the same name so API does not overwrite existing data incorrectly.
We have had several 'David Smiths' buy from us via our website. As the API feed sends the data to Xero - Xero looks for a 'David Smith' and then automatically overwrites existing address and phone number etc with the new info.
The result is data that is totally incorrect. Furthermore I recently sent a product to the wrong client which was costly and embarrassing.
The simple solution is for Xero to have a 2nd and 3rd 'identifier' i.e. email address, post code. For example:
If the name + the email address and/or the postcode are a match then =…
1 vote -
Return account & bank connection status
It would be valuable to be able to obtain a status or timestamp of the last successful sync with the bank account. This way, we can inform customers if there is a problem with their bank or if their transactions or accounts are out of date.
1 vote -
Allow bulk retrieval of all outstanding balances by grouped contact
Currently we can get the amount owing by querying individual contacts. However, given the API limits this becomes impossible to do on a daily basis for reporting once a reasonable number of customers is being queried.
While it's possible it's better to do it in a web-hook-update kind of way when new information comes into Xero and is pushed externally, it would make more sense to me to have an endpoint that simply allows a contact summary to be obtained in a single API call which could have simple aggregates, like amount owing, shown.
1 vote -
Add the date a transaction is created/finalised to appear on all reports as an option
I have clients that do there own bookkeeping but are on partial exemption VAT and they are forever changing things in prior VAT periods. It would be useful to have a date of the transaction in all reports as it would be easier to make the required adjustments. This also relates to aged debtors/creditors and transaction reports as it would speed up the process of identifying any new transactions that were posted in earlier periods.
1 vote -
Contact search should be case insensitive via API
While creating the sales invoice via API, usually we check if the contact is already created or not, to search the contact the name/keyword must be used in the same case that is available on Xero, if its different then it will not search.
1 voteHi Swapnil,
Thanks for the post.
We currently have a work around for the issue you are currently facing which may be of use.
It is possible to include ToLower() in the where clause when quering the endpoint. ie. ?Name.ToLower()=="{name}’
See the following commultiy thread for more information: https://stackoverflow.com/questions/60265042/can-xero-contacts-be-filtered-by-name-case-insensitive
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Search option for items not reconciled
Search functionality to go through items not yet reconciled in statements/bank accounts such as credit card.
1 vote -
Search option for credit card or bank transactions
Enable a search option to go through transactions on credit card that have not yet been entered
1 vote -
make xero identify duplicate bills import from another App eg Receipt Bank
it would be great for Xero to be able to identify duplication with synching data from other applications. Xero just can not rely on third party.
it's going to be better selling point for Xero .1 vote -
Xero Projects - Schedule Calendar API
The ability to display all projects created in Xero Projects to a Calendar.
That way you can see who is doing what on each day,week or month.1 vote -
Include TotalDiscount on GET /invoices
Please return the TotalDiscount when searching for multiple invoices.
Xero, indeed, only returns the TotalDiscount when searching for ONE invoice, by its UUID or Invoice Number.
1 vote -
Toggle Notifications via API
Provide ability to turn off invoice reminder notifications for specific customers via the API.
Failing this, provide a way to set up notification rules so certain patterns of customers aren't notified of follow ups.
1 vote -
Ability to create Xero account With push of info from 3rd party app
Ability to create new Xero account with info being pushed in with all company details, year end date and business number
1 vote -
Supplier Item Code
We have just changed from SAASU and I was very surprised (and disappointed) that there are no supplier item codes in XERO items.
It is common practice that companies are not able to use the same item code as the supplier for their own purposes.
We would have thought that this would be common practice with accounting systems.
1 vote -
allow for overpayments against a non bank account
I would like to be able to post over-payments to a control account instead of to a bank account as all other regular payments can be done to control accounts.
If you attempt to post an overpayment via the banktransactions endpoint to a non bank account , you get "the specified bank account details does not match a known bank account" error.
However, it is possible to post an overpayment to a non bank account via the UI. It would be great if this could be replicated via the API
1 vote -
Reports API - Account Transactions drill down
- need API endpoints for this so that we can customise and show full summary of an account as otherwise the API is very2 not helpful for customisation. Thanks XERO for great job to date but this issue has a lot of requests in the forum.
1 vote -
Expose Additional Contacts - First Name, Last Name, Email address
Can we please have the ability to view all additional contacts, first name, last name and email address, if we use the GET request to pull ALL contacts.
At the moment this is only viewable, by looking up individual contacts which can quickly use up API calls which I need for the other applications of my web app.
1 vote -
Add current assets register
Similar to the fixed assets tool, we need a way of amortising prepaid things like yearly software subscriptions
A system similar to the fixed assets register depreciation tool, a current assets register could automatically track and consume prepayments according to a defined schedule1 vote -
Email stopped coming in Organisation Payload and broke my Integration
This is not a suggestion is a petition.
The payload of the organisation used to bring the email set up in the organisation itself, until 1 week ago that broke my integration,
My integration serves invoices to the Costa Rican Government IRS and is broken at the moment, had to set up a default/dummy email on the part of the invoice that says who emits the Invoice and there will be issues with people not accepting Invoices due to the default email.The customers of my customer will get their Invoices not accepted and those are >10k Invoices.
My customer…
1 vote -
Migrate the Pay Run API from Payrolls
With the Payrolls functionality being deprecated, the Pay Run https://developer.xero.com/documentation/payroll-api-us/pay-runs API will also be deprecated. By our understanding, this functionality, will still be available via the web UI ("Business > Pay Run"). Maintaining this subset of functionality after the overall Payroll deprecation would be useful for tools such as importers of 3rd Party payroll details.
1 vote -
Xero datya for regulatory reporting
We use Xero as our main accounting system. Every month we have to produce a number of reports for the regulator. In order to do this, we need access to the account balances, debits and credits as they need to be aggregated and for various calculations such as yield and cost of funds. None of the API's provide this information and we have resort manually download various reports in excel format and then use these as input to our process.
Adding the debits and credits to the Accounts API would be perfect and allow us to automate our processes.
1 vote
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