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Accounting API

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Accounting API

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720 results found

  1. In MYOB you can change a quote to a customer purchase order.

    When the order is created, you can click onto a tab in that order to create a supplier purchase order. That way the details of the customer appears on the supplier's PO. This is great for reference and tracking purposes.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  2. Invoices with more than 60 lines will not POST to xero. The request is to large. It would be nice to load the invoice with 30 lines then append 30 more.

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  3. 1 vote

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  4. An awesome feauture would be to automatically update stock on hand in Xero AND Shopify when receiving Purchase Orders. Without this it's not feasible to manage inventory in Xero for a Shopify store.

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  5. It would be useful to add PO number to invoices as a separate field.

    At the moment we have to add it to the reference.

    Large enterprise clients expect to see their PO number in the top right area of the invoice but it sometimes isn't clearly visible when we put it into the reference and then their procurement department rejects the invoice.

    1 vote

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    2 comments  ·  Invoices  ·  Admin →
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  6. Currently the "Inventory Item Details" report shows all the sales per item, but very difficult to work with. Can you please incorporate a Slaes for the period column in the "Inventory Items Summary"

    1 vote

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  7. After you have selected a contact for a bill, invoice, quote etc, put a hot link or button to be able to edit / view details (address, financial) without having to keep going into contacts and searching for the contact checking and returning

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  8. The green sent tick is great when looking up invoices,
    But it would be REALLY helpful to have say a blue or red tick for invoices sent via email!
    I write quite a few invoices everyday - and sometimes email systems don't work, I have found the email mailer demon to be unreliable in the registering of emails not received by clients.
    Without it registering on the history inside the actual invoices, I am none the wiser.

    1 vote

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  9. For example, creating invoice payments return invoice contact summaries in responses.

    If contact details are required on the client side the result is a subsequent API call to retrieve them.

    In this case the overhead of the subsequent call is greater than the cost of returning the information in the invoice payment response. This issue is compounded due to Xero API's rate limiting on requests.

    An optional parameter 'enableSummaries=false' would be nice.

    I understand that for cases like retrieving multiple invoices that summaries are useful but for single result responses, such as invoice payments the current functionality seems inconsistent. The…

    1 vote

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  10. When I send "<CurrencyCode>usd</CurrencyCode>" to a CAD base ledger (with USD as a valid currency) the invoice currency becomes CAD. But if I change it to "<CurrencyCode>USD</CurrencyCode>" then it works fine. (data is coming from Stripe, which uses lower case).

    Xero should always capitalize the currency code.

    1 vote

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  11. There should be a report to list the amount hours and a memo/notes for "Other Unpaid Leave" taken by employees.

    1 vote

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  12. When looking at invoices that have been generated by Xero - it would be good to be able to identify the customer further ie. I have one large Customer and all the sub customers could be easily identified if the name could be put in the reference at the top of the invoice and then when viewing the main customer you can see the sub-customer.

    1 vote

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  13. When listing the statements in accounts receivable to print or email could there be a button to select 'no zero amounts shown' so only the debtors with amounts owing show

    This would be so much easier to select statements to print or email at the end of the month

    1 vote

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  14. there should be file upload option in Xero discussion form so that we can share screenshots with Xero experts to better explain our issue.

    1 vote

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  15. Add visibility of quotes summary to the Main dashboard - either under:

    "Invoices owed to you" - replacing "draft invoices" or adding alongside "draft invoices".

    or

    a stand alone "Quotes Summary" section

    Now we are using quotes - we have no further need to use "draft invoices". But have No visibility of quotes from the Main Dashboard.

    1 vote

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    As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/

    We do already have a request thread on this topic: https://community.xero.com/business/discussion/7973127

  16. We are use the API (through an addon) to automagically sync Xero and our Admin solution, but we've just found out that a credit invoice (yes, a negative number in this case) can't be pushed to Xero because of lack of support for that in the API.

    A credit invoice can be a negative invoice and this should be handled as such.

    Please advice how this can be done or if it's missing in the API, as it seems to be, please add this asap.

    1 vote

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  17. Have the page numbers and "jump to page" option at the top as well as the bottom.
    So you don't have to scroll to the bottom on each new page.

    1 vote

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  18. When generating payroll reports it would be helpful if the employee's name is on the report.

    1 vote

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  19. 1 vote

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  20. In Version 2.74 on Dec 8, 2014, added new feature delete a payment.
    However this feature only allow to delete payments to approved AR and AP invoices, but NOT allow to delete payments to AR and AP CreditNote.

    1 vote

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