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Accounting API

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  1. 1 vote

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  2. When in the Client view, it would be helpful if you could opt to only show fields containing data.
    With the ability to enter a large variety of data fields, the page is quite long, however, for many clients a limited number of fields actually contain data.
    If the view could be minimised to only show the fields that actually contain data, the page would be shorter and easier to see the information at a glance without the need to scroll through the page.

    1 vote

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  3. Please API to create a receipt programmatically

    1 vote

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  4. Services which are you guys are providing it's awesome , but the documentation which you have provided is not helpful at all . .. documentation should be user friendly and simple so that developers can easily integrate on their site .

    1 vote

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  5. I would like to be able to do a monthly cash flow projection. I would start with the cash flow from the past 12 months. I would present the average for each line item and give the forecaster the option to increase or decrease the figure for the coming 3 months. It would need some work to break out the revenue figure by account and to give a way to put in a projection for accounts or opportunities yet to be won by the sales team.

    1 vote

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  6. I would like to be able to do a monthly cash flow projection. I would start with the cash flow from the past 12 months. I would present the average for each line item and give the forecaster the option to increase or decrease the figure for the coming 3 months. It would need some work to break out the revenue figure by account and to give a way to put in a projection for accounts or opportunities yet to be won by the sales team.

    1 vote

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  7. Keeping with continuity, make a purchase order contact the same as a contact via an invoice or credit note, meaning the Xero API automatically matches them to the Name field or adds them if it can't find them.

    Currently we must upload an address book and then link the contact using the ContactID or ContactNumber for Purchase Orders.

    Why have one way of doing something, then another for something else?

    1 vote

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  8. I would love to have as short cut straight to Purchase orders from the main dashboard. :-)

    1 vote

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  9. Allow an extra field so that the application can store data with the invoice, credit note, purchase order, payment, etc.

    Other third party sites allow this in the form of an array, in Xero's case, this would be XML an data field or JSON data field.

    This will enable apps to quickly access data using their own pointers, or variables, etc.

    1 vote

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  10. This feature requests really applies to Bill entry. Is it possible to include a feature where there is an option to re-enter a new bill to the same supplier and where the date previously entered will automatically repeat? This would make data entry quite a bit quicker.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  11. We used to have A-Z tabs on the top of the window to enable us to search for a contact. Could this feature be re-enabled as currently we cannot browse the contacts - we have to type in a name.

    1 vote

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  12. I am using XeroApi.dll, v1.1.0.33 SDK for OAuth and send Invoices to Xero with same SDK. But i can't find purchase order endpoint to create it.

    1 vote

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  13. Add a URL field to the PurchaseOrder object to bring it in line with Invoice.

    1 vote

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  14. have a method to Download/Export BACS payment file in API

    1 vote

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  15. It would be useful for us (and I'm assuming others) if you were able to find out which edition (Starter, Standard etc) of Xero an organisation was configured as

    https://community.xero.com/developer/question/37641416

    1 vote

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  16. When one is a bit behind on the reconciliations I think it would be useful to be able to filter the statement lines which need to be reconciled to show monies received only so that invoices can be quickly reconciled and overdue invoices sent off to clients. This would save trawling through pages of statement lines or searching payments in online banking then searching for that transaction among the reconciliation pages

    1 vote

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  17. Hello. I use Xero API and I got the problem with bank transaction method.
    Does bank account should be "enablepaymentsto_account = true" for this or not?
    Thanks

    1 vote

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    0 comments  ·  Banking  ·  Admin →
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  18. I have a group of transactions coming in through the bank where only one small part of the refence is common to them all - this I have used for a bank rule.

    However, there are other transactions including this small suffix which get accidently picked up from time to time - I would like to be able to exclude these from the bank rule to prevent accidental mispostings.

    1 vote

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    0 comments  ·  Banking  ·  Admin →
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  19. The UI allows for a bank transaction line with a quantity but zero dollar unit amount and line amount. The API should allow the same function.

    1 vote

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  20. Make an option to view/print purchase and sales bills in the organisation's base currency

    1 vote

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