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Accounting API

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Accounting API

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720 results found

  1. Note - you need a projects API section now it has been released.

    To enable full use of OCR apps with Projects there needs to be the ability to post bill line items to projects as expenses. Without this functionality any business that wants to automate their billing and approval process cannot use Xero projects (without manual intervention in Xero).

    As an exmaple - I currently have a client looking to do this with 50 active staff. This would be £250pm or £3,000pa potential Xero fees lost as they would use a different app that does both.

    17 votes

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  2. Right now, the only way to allocate a CreditNote to an Invoice is via a single API call to <url>/CreditNoteID/Allocations
    This severely limits the capability to have multiple allocations (exclusive) done at the same time. It would be wonderful to allocate CreditNotes to Invoices while their creation.

    17 votes

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    1 comment  ·  Credit notes  ·  Admin →
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  3. If a tracking category name or option name is changed then often this isn't picked up when bulk approving invoices and invoices get entered with missing tracking categories

    17 votes

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  4. In lieu of a Bank Statement endpoint, including the statementLineID in Bank Statement report would be really helpful

    We present a view of the Xero bank statement and show the bank account balance in some of our reports. It's difficult to reliably keep the bank statement in sync without some kind of unique ID on the statement line.

    16 votes

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    4 comments  ·  Reports  ·  Admin →
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  5. Add eWise to your list of financial aggregators for Asia market. Yodlee does not work for the Sg market where OTP is required. However, eWise is able to login and pull the transaction from SG banks. I have seen it myself.

    You guys should look into their financial aggregating services if you would like to improve on bank feeds in Singapore.

    15 votes

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  6. Currently only way to add a Branding Theme to an invoice via API is by specifying the BrandingThemeID parameter.
    This is rather impractical as BrandingThemeID has to be unique across all of Xero, so if you hardcode the ID for your real Xero organization, when you go to try something with your demo organization, this will fail as ID is not the same, even if the name is.

    On the other had Xero already forces you to have unique names for your branding themes, but these are supposedly only unique within your organization, so you could have a Branding Theme…

    15 votes

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    13 comments  ·  Invoices  ·  Admin →
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  7. 15 votes

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    4 comments  ·  Invoices  ·  Admin →
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  8. If this only let us export, import, create and delete, it would quickly give big time savings, avoid many errors and encourage better rule coding. However, its value will grow exponentially as we use the combined rules, of many clients, to copy rules between them and new clients. This could soon give all Xero users local and national Excel rule libraries. Their rules could reference rule creators, both for support and to encourage library contributions. The reputation of the rule creator, forum comments on each rule and the Likes (votes) of users will encourage much wider sharing of much better…

    15 votes

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    The API is not suited to this purpose, this would need to be built in the main application in order for users to import/export. It could be exposed via the API also later on, but for now, the best place to show support for this functionality is in our community forum: https://community.xero.com/business/discussion/65371/

    This forum is specifically for developer API functionality (exposing existing Xero functions through the API).

  9. We invoice just upon payment, so it would be nice to be able to send <Payments> together with <Invoice>, when creating it, so we don't need to do two separate calls for it.

    15 votes

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    1 comment  ·  Invoices  ·  Admin →
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  10. Create and API entry point to set default exchange rates, just like we do on the Settings page.

    Rational: here in Poland, we're obliged to use the Polish Central Bank exchange rates on accounting. Having an API for it makes it possible for us the call it once everyday to set the rate for the next day. Without this we're not able to use Xero officially for bookkeeping. (we have to setup the rates for this whole calendar year!)

    15 votes

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  11. Currently, if I try and send a Bank Transfer through the APIs between 2 accounts with different currencies, I get an error response with the message:

    "Multi currency Bank Transfers are not currently supported"

    There is a field for the "CurrencyRate" in the documentation for GET, however, setting this for a PUT call, results in the same error message.

    It's possible to do this through the UI as a user, it should also be possible to do this through the APIs.

    14 votes

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    4 comments  ·  Banking  ·  Admin →
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  12. Please allow me to list, get, post, and delete bank rules in the API. We manage several Organizations and we're copying around these rules by hand right now. It's annoying, expensive, and prone to mistakes. I'd LOVE to just write a script to do it.

    14 votes

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  13. GET attachment from Expense Claims
    The current implementation of Expense claims will not allow you to retrieve any attachments made to a Receipt posted into an Expense Claim. We would like this fixed so we can retrieve attachments from within an Expense Claim based on the Receipt ID.

    14 votes

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  14. On XERO online portal, when we add a payment we can send a receipt to customers email. Similar way can we have this feature via api. Either by posting receipt on payment acceptance or download receipt pdf of payment. This is something must have feature.

    14 votes

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    2 comments  ·  Invoices  ·  Admin →
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  15. Add support for the inventory adjustments in the API.

    Currently you can effectively perform inventory adjustments via the API using invoices. See the tracked inventory guide for more info: http://developer.xero.com/documentation/api-guides/tracked-inventory-in-xero/

    This request is to expose the specific inventory functionality in Xero via the API.

    14 votes

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  16. Currently, you can' t get Journals based on posting date (the Date field in Journal). It should be supported as it is more relevant than the if-modified-since filter. In general, the Journal API should support the where clause.

    14 votes

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  17. The CreditNote object has no URL field, unlike the Invoice object.

    I suggest one is added which is clickable on browsing to the page for that credit note.

    14 votes

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  18. It would be great to support compression e.g. gzip for API response payloads. Currently including the Accept-Encoding header within requests does not result in any resource size reduction.

    13 votes

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  19. At the moment, contact bank details fields need to be updated through the front-end UI, only the BSB and Account number can be updated via API. Just wondering if Xero can add all fields to the Update contact details API function?

    "BatchPayments": {
    "BankAccountNumber": "0000007",
    "BankAccountName": "XXXXX",
    "Details": "SQUAD",
    "Code": "",
    "Reference": ""
    }

    13 votes

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    1 comment  ·  Contacts  ·  Admin →
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  20. 13 votes

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    1 comment  ·  Quotes  ·  Admin →
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