tag:xero.uservoice.com,2008-02-07:/forums/5528-xero-api Xero Accounting API on UserVoice 2017-07-21T07:03:11-07:00 tag:xero.uservoice.com,2008-02-07:Event/47621662 2017-07-21T07:03:11-07:00 2017-07-21T07:03:11-07:00 Import bank statement lines via the API [updated] <p>Be able to import bank statement lines into a bank account in Xero. This would be useful for custom bank accounts or banks that do not have a direct feed into Xero</p><p>Adam said:<br /><div class="typeset"><p>+1</p></div></p> Adam tag:xero.uservoice.com,2008-02-07:Event/47616949 2017-07-21T02:19:06-07:00 2017-07-21T02:19:06-07:00 Allow reverting allocations for Credit Notes and Overpayments via API [updated] <p>This functionality is missing from API and available only via front end. We have almost finished implementation of Store Credits via Credit Notes and Overpayments, but luck of this functionality makes entire sync process very cumbersome. </p><p>Anonymous said:<br /><div class="typeset"><p>Same here! This feature would help us a lot as currently prepayments need to be remove manually!</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/47610325 2017-07-20T16:33:55-07:00 2017-07-20T16:33:55-07:00 Global Search Ability money idea <p>Ben Tsai suggested:<br />Hi Xero, In ten years time, wish new management will delegate a new project for their own benefits: implement &quot;combinatorial search terms like google drive&quot; in your global search function in Xero Practice Manager. Combinatorial search terms are like &quot; Client first name , last name and ITR 2017&quot; to instantly bring up search result showing &quot;income tax returns 2017 for John Doe&quot;. I wish your &quot;Jobs&quot; function in Xero Practice Manager allows attaching &quot;attachments&quot; to each job similar to Gmail for better workflow management. Please share management to implement for your own benefits. </p> Ben Tsai tag:xero.uservoice.com,2008-02-07:Event/47610022 2017-07-20T16:07:28-07:00 2017-07-20T16:07:28-07:00 Quotes via the API [updated] <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>J said:<br /><div class="typeset"><p>Hi, we have recently started using Quotient as it allows for multiple choice type quotes out to clients. It means we lose visibility of the quotes in xero and the thread from quote through to invoice. A huge vote for allowing Quotes endpoint please.</p></div></p> J tag:xero.uservoice.com,2008-02-07:Event/47591185 2017-07-19T22:01:32-07:00 2017-07-19T22:01:32-07:00 Be able to email approved invoices via the API [updated] <p>Anonymous said:<br /><div class="typeset"><p>+1</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/47558758 2017-07-18T12:17:09-07:00 2017-07-18T12:17:09-07:00 Should be able to retrieve and set Inventory Item status. [updated] <p>Should be able to retrieve and set Inventory Item status, i.e. whether Active/Archived or deleted</p><p>Anonymous said:<br /><div class="typeset"><p>This would seem like a really easy addition to make, at least in the simple case of showing the status.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/47549896 2017-07-18T05:00:03-07:00 2017-07-18T05:00:03-07:00 Quotes via the API [updated] <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Anonymous said:<br /><div class="typeset"><p>Currently having to manually copy quotes into xero, when really could have automated it straight from our multiple websites.</p> <p>cant be that hard and if anything probably &gt; then webhooks</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/47545753 2017-07-18T00:13:54-07:00 2017-07-18T00:13:54-07:00 Quotes via the API [updated] <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Lance said:<br /><div class="typeset"><p>Can we please get this functionality, it would be a huge timesaver for our processes.</p></div></p> Lance tag:xero.uservoice.com,2008-02-07:Event/47541334 2017-07-17T19:39:43-07:00 2017-07-17T19:39:43-07:00 Be able to email approved invoices via the API [updated] <p>Anonymous said:<br /><div class="typeset"><p>+1</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/47525620 2017-07-17T05:47:55-07:00 2017-07-17T05:47:55-07:00 Reconcile via the API [updated] <p>Be able to reconcile bank statement lines via the API.</p><p>Robert Bray said:<br /><div class="typeset"><p>"however there is no appetite to add this functionality" sounds like there is a lawyer whispering in your ear.</p> <p>This is clearly needed so your customers can complete the invoicing automation loop. If you won't build it then at least give us a suggested workaround something along the lines that chargebee.com suggested/has. </p> <p>If I need to code it, fine. Of course it would be better if you just told your lawyer to shush and get on with making ground breaking software.</p> <p>P.S. love what you guys have built and very happy to be using it.</p></div></p> Robert Bray tag:xero.uservoice.com,2008-02-07:Event/47492041 2017-07-15T22:09:26-07:00 2017-07-15T22:09:26-07:00 Be able to email approved invoices via the API [updated] <p>Anonymous said:<br /><div class="typeset"><p>+1</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/47455627 2017-07-14T04:14:24-07:00 2017-07-14T04:14:24-07:00 History &amp; Notes [updated] <p>Expose invoice History &amp; Notes through the API</p><p>Ally said:<br /><div class="typeset"><p>Agreed. This needs to happen. We have the option to add notes, but why aren't they visible on the invoice. Just wasted several minutes trying to see why it wasn't appearing.</p></div></p> Ally tag:xero.uservoice.com,2008-02-07:Event/47430931 2017-07-13T07:58:02-07:00 2017-07-13T07:58:02-07:00 Notify URL When Stuff Changes in Xero - Webhooks [updated] <p>I&#39;m requesting &quot;web hooks&quot; for the Xero API. Here&#39;s how they work: Customer provides a URL (http://myserver.com/xero/changed) to Xero, and when something is changed, Xero notifies that URL, perhaps indicating which records have changed. The Xero API provides methods that you can query and compare with previous results to see what has changed. However, this is not performant for large data sets, and detecting changes involves a lot of code. The competition has it - web hooks are supported by QuickBooks. Let&#39;s get them in Xero - it&#39;s a superior product in every other way. </p><p>Gareth Everson said:<br /><div class="typeset"><p>Fantastic - we're interested in the contacts, invoices and payments side of things for our own planned use of webhooks. Will look forwards to being in the loop on this as it rolls to beta.</p> <p>Thank you!</p></div></p> Gareth Everson tag:xero.uservoice.com,2008-02-07:Event/47422591 2017-07-13T03:14:50-07:00 2017-07-13T03:14:50-07:00 Quotes via the API [updated] <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Scott said:<br /><div class="typeset"><p>Yes - update please!! Come on Xero - basic things like this should not take this long. You're starting to look really shoddy - complete outage this morning doesn't help. </p> <p>Having to wait over two years (so far) for this essential functionality is really not good enough. This omission costs our business money EVERY SINGLE DAY.</p> <p>Get more devs if you can't manage but don't just leave everyone hanging like this.</p></div></p> Scott tag:xero.uservoice.com,2008-02-07:Event/47414395 2017-07-12T22:01:49-07:00 2017-07-12T22:01:49-07:00 Quotes via the API [updated] <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Jesse said:<br /><div class="typeset"><p>Any update on this? Currently designing an application that would really benefit from this functionality. Thanks.</p></div></p> Jesse tag:xero.uservoice.com,2008-02-07:Event/47414332 2017-07-12T21:56:53-07:00 2017-07-12T21:56:53-07:00 Reconcile via the API [updated] <p>Be able to reconcile bank statement lines via the API.</p><p>Anonymous said:<br /><div class="typeset"><p>+1</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/47369674 2017-07-11T17:29:24-07:00 2017-07-11T17:29:24-07:00 Repeating invoices via the API [updated] <p>Be able to create and manage repeating invoices (http://help.xero.com/#Accounts_RepeatingInvoice) via the API. </p><p>Anonymous said:<br /><div class="typeset"><p>I have had to use Recurly to manage recurring invoicing because this functionality is missing from Xero but this occurs additional monthly costs.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/47338876 2017-07-10T23:03:18-07:00 2017-07-10T23:03:18-07:00 Import bank statement lines via the API [updated] <p>Be able to import bank statement lines into a bank account in Xero. This would be useful for custom bank accounts or banks that do not have a direct feed into Xero</p><p>Daniel Goldberg said:<br /><div class="typeset"><p>+1</p></div></p> Daniel Goldberg tag:xero.uservoice.com,2008-02-07:Event/47315536 2017-07-10T04:05:26-07:00 2017-07-10T04:05:26-07:00 allow notes in invoice output [updated] <p>there are some situations where it&#39;s useful to add a note to an invoice that&#39;s include in the invoice PDF. e.g a message about the reverse charge VAT treatment for EC customers. I would guess there&#39;s more exceptions like this where a note would be useful.</p><p>Decisionware said:<br /><div class="typeset"><p>This idea seems to have stalled. I need the ability to add comments via the API because I have sales people in Salesforce adding notes for accounts people. Each stays in their own world and to be able to pass status and progress notes between the 2 systems would be brilliant.</p></div></p> Decisionware tag:xero.uservoice.com,2008-02-07:Event/47310280 2017-07-10T00:53:13-07:00 2017-07-10T00:53:13-07:00 Add Delivery Address and Instruction to the Company API Endpoint <p>Konstantin Bredyuk suggested:<br />Company Address that is selected during PO creation in Xero contains Phone number and Instructions. These parameters are not returned when we are pulling Company with addresses via API. We&#39;d appreciate id this could be fixed.</p> Konstantin Bredyuk tag:xero.uservoice.com,2008-02-07:Event/47272405 2017-07-08T09:54:57-07:00 2017-07-08T09:54:57-07:00 add the &quot;Source&quot; field to your &quot;Bank Transactions&quot; endpoint <p>Daniel Goldberg suggested:<br />It would be useful to see the Source of a bank transaction to tell if it was user generated, csv upload or from a bank feed. Currently it seems you can only access this via the Bank Statement Report.</p> Daniel Goldberg tag:xero.uservoice.com,2008-02-07:Event/47272198 2017-07-08T09:41:54-07:00 2017-07-08T09:41:54-07:00 Reconcile via the API [updated] <p>Be able to reconcile bank statement lines via the API.</p><p>Daniel Goldberg said:<br /><div class="typeset"><p>+1</p></div></p> Daniel Goldberg tag:xero.uservoice.com,2008-02-07:Event/47241646 2017-07-06T22:44:35-07:00 2017-07-06T22:44:35-07:00 Add page size/limit to paging GET requests <p>Ben Edwards suggested:<br />It would be useful to be able to specify the page size when executing paging requests for the various API GET resources. Currently, the page size is 100, but can&#39;t be changed. The issue is that 100 records can still be a long callout if that includes related information. Being able to do something like: /Invoices?page=1&amp;pageSize=50 Or similar would be handy!</p> Ben Edwards tag:xero.uservoice.com,2008-02-07:Event/47241583 2017-07-06T22:40:04-07:00 2017-07-06T22:40:04-07:00 Add Total Record Count to GET Request Responses <p>Ben Edwards suggested:<br />It would be useful to have a total record count in the response when executing GET requests against the Xero Accounting API, especially in those instances where paging is being used. For example, a GET request for Invoices could return: { &quot;Id&quot;: &quot;xxx&quot;, &quot;Status&quot;: &quot;OK&quot;, &quot;TotalRecords&quot;: 6721, &quot;Invoices&quot;: [ .... ] } The use case for this is if I have an application that wants to display invoices to the user (without data replicating into the app), I&#39;d like to display those in a paginated list. But there&#39;s no way for the app to know how many pages of Xero invoices there are without querying all invoices and determining how many pages there are, or doing a call without pagination and getting a count that way (but takes a long time if there&#39;s a lot of records). Seems a bit inefficient. A simple total record count for every GET request would be very useful to do proper pagination outside of Xero.</p> Ben Edwards tag:xero.uservoice.com,2008-02-07:Event/47170879 2017-07-04T07:24:27-07:00 2017-07-04T07:24:27-07:00 Reconcile via the API [updated] <p>Be able to reconcile bank statement lines via the API.</p><p>Chris Barling said:<br /><div class="typeset"><p>We need this for our Xero integration. We have nearly 2,000 companies using our software and rising fast. Most of them will be Xero prospects.</p></div></p> Chris Barling tag:xero.uservoice.com,2008-02-07:Event/47157349 2017-07-03T17:32:25-07:00 2017-07-03T17:32:25-07:00 Budget summary report by budget [updated] <p>The current budget summary API report (http://blog.xero.com/developer/api/reports/#BudgetSummary) returns the overall budget summary report. Within Xero, you can create additional budgets which can be filtered by tracking category. This request is to: - Provide a Budgets API endpoint - Allow the budget summary report be filtered by budget</p><p>Anonymous said:<br /><div class="typeset"><p>Please add this feature, otherwise our organisation cannot report to our Board correctly and we will have to move from Xero to another financial system.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/47115352 2017-07-01T17:00:32-07:00 2017-07-01T17:00:32-07:00 include an API for retrieving updated inventory only <p>Mark suggested:<br />Our developers are connecting to the Xero API to pull product quantities. Our orders from our websites, decrements the tracked inventory in Xero. We only want to update our website with products which have been updated in a 24 hour period. An API code which checks if an inventory item has been updated recently would be a great feature. This would assist online merchants who have thousands of products grab only relevant updates and avoids the limitations of Xero API calls.</p> Mark tag:xero.uservoice.com,2008-02-07:Event/47071276 2017-06-29T23:48:20-07:00 2017-06-29T23:48:20-07:00 Reconcile via the API [updated] <p>Be able to reconcile bank statement lines via the API.</p><p>Geoff Ongley said:<br /><div class="typeset"><p>No appetite to add this functionality? </p> <p>Aren't you effectively saying that there is no interest in meeting clear customer demand?</p> <p>Riddle me this - is Xero manually reconciling their own invoices, or has this been automated? </p> <p>I imagine your own company is in the same boat as those asking for the ability to reconcile via the API. As companies scale and there are large volumes of transactions, this kind of thing really matters.</p> <p>So you've declined this and actually cut off voting now, so others (including myself) can't vote. In other words you are actively deciding to not listen to your customer's demand on this any longer. </p> <p>Please don't be one of those companies that does not listen to its customers. Please don't be one of those companies that are 'too big' to care. It's not good for your or us, because there is another way customers can vote - it is with their feet. So - I would ask that you please reconsider your position on this matter and consider an adjustment to your roadmap - it would be a big game changer for a number of customers, and given this is something good for higher volume businesses in particular - some of your larger customers, at that.</p></div></p> Geoff Ongley tag:xero.uservoice.com,2008-02-07:Event/47065432 2017-06-29T19:00:00-07:00 2017-06-29T19:00:00-07:00 Overpayment where filter doesn&#39;t seem to work <p>Samuel Kang suggested:<br />I am trying to query overpayments by GUID with &#39;Where&#39; filter and it doesn&#39;t seem to work. Where=OverpaymentID==GUID(&quot;d32...b4&quot;) -&gt; does not return any Where=Status==&quot;AUTHORISED&quot; -&gt; returns rows as expected .../Overpayments/d32...b4 -&gt; returns as expected Is this a bug or I am doing something wrong?</p> Samuel Kang tag:xero.uservoice.com,2008-02-07:Event/47047615 2017-06-29T07:08:12-07:00 2017-06-29T07:08:12-07:00 Support BankTransaction.reference on GET request [updated] <p>According to BankTransaction documentation found at https://developer.xero.com/documentation/api/banktransactions Reference is currently supported on Receive and Spend transactions. ---- Reference Reference for the transaction. Only supported for SPEND and RECEIVE transactions. ---- Is there a reason why this is not supported? When I create a BankTransaction through either Xero UI or API, reference is stored and shown on UI; however, it is not available through BankTransaction API. </p><p>Samuel Kang said:<br /><div class="typeset"><p>Forgot to mention that I am currently creating RECEIVE-OVERPAYMENT transaction.</p></div></p> Samuel Kang tag:xero.uservoice.com,2008-02-07:Event/47047462 2017-06-29T07:03:53-07:00 2017-06-29T07:03:53-07:00 Support BankTransaction.reference on GET request <p>Samuel Kang suggested:<br />According to BankTransaction documentation found at https://developer.xero.com/documentation/api/banktransactions Reference is currently supported on Receive and Spend transactions. ---- Reference Reference for the transaction. Only supported for SPEND and RECEIVE transactions. ---- Is there a reason why this is not supported? When I create a BankTransaction through either Xero UI or API, reference is stored and shown on UI; however, it is not available through BankTransaction API. </p> Samuel Kang tag:xero.uservoice.com,2008-02-07:Event/47007946 2017-06-28T05:54:21-07:00 2017-06-28T05:54:21-07:00 History &amp; Notes [updated] <p>Expose invoice History &amp; Notes through the API</p><p>Anonymous said:<br /><div class="typeset"><p>Please make this happen</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/46970983 2017-06-27T01:15:00-07:00 2017-06-27T01:15:00-07:00 Notify URL When Stuff Changes in Xero - Webhooks [updated] <p>I&#39;m requesting &quot;web hooks&quot; for the Xero API. Here&#39;s how they work: Customer provides a URL (http://myserver.com/xero/changed) to Xero, and when something is changed, Xero notifies that URL, perhaps indicating which records have changed. The Xero API provides methods that you can query and compare with previous results to see what has changed. However, this is not performant for large data sets, and detecting changes involves a lot of code. The competition has it - web hooks are supported by QuickBooks. Let&#39;s get them in Xero - it&#39;s a superior product in every other way. </p><p>Chris Rutherfurd said:<br /><div class="typeset"><p>I'd be very interested to know when this feature is planned on being expanded to include invoices. I am currently writing some bespoke software for a company that does all of its accounting in Xero but wants to manage the invoices from the bespoke software. As such need to be able to get updates in near real time as to when a payment has been recorded against an invoice through a bank reconciliation.</p></div></p> Chris Rutherfurd tag:xero.uservoice.com,2008-02-07:Event/46962940 2017-06-26T13:40:19-07:00 2017-06-26T13:40:19-07:00 History &amp; Notes [updated] <p>Expose invoice History &amp; Notes through the API</p><p>Anonymous said:<br /><div class="typeset"><p>Want to insert progress payment terms in a note field to put on the invoice, can't do, seems a simple request, why can't it be done?</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/46958815 2017-06-26T09:54:08-07:00 2017-06-26T09:54:08-07:00 Create new API for fetching connected Xero account details Anonymous tag:xero.uservoice.com,2008-02-07:Event/46913074 2017-06-23T07:13:28-07:00 2017-06-23T07:13:28-07:00 Support for Batch Payments [updated] <p>Add support for batch payments to the API. - When retrieving payments via the Payments endpoint, include the batch payment ID so you can know which payments were made as part of a batch payment. - Allow the creation of a batch payments. A single payment that can be assigned to multiple invoices and display as a lump sum in the bank account. </p><p>Kay said:<br /><div class="typeset"><p>This will be my life saver. +1</p></div></p> Kay tag:xero.uservoice.com,2008-02-07:Event/46886773 2017-06-22T06:11:56-07:00 2017-06-22T06:11:56-07:00 Create Bank Rule&#39;s for Bank Transfers [updated] <p>Add a 3rd option for Bank Rules. Allow for transferring to a specified account. EG: I transfer money from my PayPal to my main account only. OR EG: I transfer money from my Skrill account to my main account only. And would like these to be reconciled even easer with automated bank rules.</p><p>Tammy Farrell said:<br /><div class="typeset"><p>This feature would be great. I run several SaaS transactions through my PayPal account and since it clears daily, I receive transactions for each through both my PayPal and Bank accounts. I'm left with recording both sides of the transactions through a clearing account which makes that another account to reconcile continually. I use a few payment methods (biz/personal checking or debit/credit cards) for the settlements, it's not a clean 1:1 if the numbers are off. I'm sure this is a pain point for client users as well.</p></div></p> Tammy Farrell tag:xero.uservoice.com,2008-02-07:Event/46834243 2017-06-20T01:29:14-07:00 2017-06-20T01:29:14-07:00 Approved Invoices:: Should have the facility to &quot;Revert it back to draft&quot; [updated] <p>Once an invoice is approved, it should have the facility to &quot;revert it back to draft&quot; It is because of the reason that mostly, my client ask me to approve the invoice and then says that it&#39;s not yet approved and then i don&#39;t have the facility, ultimately it is showing in our accounts that an overdue invoice is available, which is actually not yet approved. Xero should facilitate us in such a way. Thanks Hassan</p><p>Neil Malcolm said:<br /><div class="typeset"><p>Agreed. Shouldn't be that difficult to implement either.</p></div></p> Neil Malcolm tag:xero.uservoice.com,2008-02-07:Event/46822666 2017-06-19T11:43:37-07:00 2017-06-19T11:43:37-07:00 Include statementLineID in Bank Statement report [updated] <p>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&#39;s difficult to reliably keep the bank statement in sync without some kind of unique ID on the statement line.</p><p>Anonymous said:<br /><div class="typeset"><p>Definitely would like this. Its impossible to keep things in sync properly without some kind of unique identifier on a statement line. Consider even the simple case of 2 seemingly identical transactions that happened on the same day for the same amount of money. You really have no way of telling them apart</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/46788220 2017-06-17T01:52:27-07:00 2017-06-17T01:52:27-07:00 History &amp; Notes [updated] <p>Expose invoice History &amp; Notes through the API</p><p>Anonymous said:<br /><div class="typeset"><p>would very much like to see this feature too </p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/46755181 2017-06-15T08:35:37-07:00 2017-06-15T08:35:37-07:00 Quotes via the API [updated] <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Anonymous said:<br /><div class="typeset"><p>+1 for Quotes API, would make life much handier integrating with our CRM</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/46745665 2017-06-14T22:54:17-07:00 2017-06-14T22:54:17-07:00 Quotes via the API [updated] <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Anonymous said:<br /><div class="typeset"><p>Not even a quotes report?? Come on Xero Team. Maybe the API takes time to develop, but a simple Quotes summary report!</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/46681390 2017-06-12T01:34:28-07:00 2017-06-12T01:34:28-07:00 Import bank statement lines via the API [updated] <p>Be able to import bank statement lines into a bank account in Xero. This would be useful for custom bank accounts or banks that do not have a direct feed into Xero</p><p>DJ said:<br /><div class="typeset"><p>Super Upvote+++</p></div></p> DJ tag:xero.uservoice.com,2008-02-07:Event/46681162 2017-06-12T01:19:45-07:00 2017-06-12T01:19:45-07:00 how can i send purchase order to xero via api in c#? [updated] <p>I am using XeroApi.dll, v1.1.0.33 SDK for OAuth and send Invoices to Xero with same SDK. But i can&#39;t find purchase order endpoint to create it.</p><p>Steve L said:<br /><div class="typeset"><p>Following...</p></div></p> Steve L tag:xero.uservoice.com,2008-02-07:Event/46654102 2017-06-09T19:31:01-07:00 2017-06-09T19:31:01-07:00 add custom fields to contacts [updated] <p>Ability to create or edit additional &#39;custom&#39; fields to use for notes, additional phone numbers, job descriptions, etc.</p><p>Chandi Dabare said:<br /><div class="typeset"><p>Also, If this unique identifier can be auto generated by Xero, that would be great. In Xero practice manager, client details URL shows a specific numerical identifier for each client, but this is only shown in the URL. For XPM users, this could be the identifier that links with customer contacts.</p></div></p> Chandi Dabare tag:xero.uservoice.com,2008-02-07:Event/46654003 2017-06-09T19:13:43-07:00 2017-06-09T19:13:43-07:00 add custom fields to contacts [updated] <p>Ability to create or edit additional &#39;custom&#39; fields to use for notes, additional phone numbers, job descriptions, etc.</p><p>Chandi Dabare said:<br /><div class="typeset"><p>+a for this suggestion. Having a common unique client identifier would allow us to use it across all other systems and document management.</p></div></p> Chandi Dabare tag:xero.uservoice.com,2008-02-07:Event/46632229 2017-06-08T19:26:31-07:00 2017-06-08T19:26:31-07:00 be able to retrieve account transactions via the api. [updated] <p>Provide an API to retrieve the transactions of an account. (e.g. something like this Profit &amp; Loss report-&gt; click on the YTD value of an account) More discussion in the thread &lt;https://community.xero.com/developer/discussion/326819/&gt;</p><p>Anonymous said:<br /><div class="typeset"><p>I need this as well. </p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/46614595 2017-06-08T03:31:41-07:00 2017-06-08T03:31:41-07:00 Budget summary report by budget [updated] <p>The current budget summary API report (http://blog.xero.com/developer/api/reports/#BudgetSummary) returns the overall budget summary report. Within Xero, you can create additional budgets which can be filtered by tracking category. This request is to: - Provide a Budgets API endpoint - Allow the budget summary report be filtered by budget</p><p>Anonymous said:<br /><div class="typeset"><p>please add this valuable feature</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/46590790 2017-06-07T03:40:36-07:00 2017-06-07T03:40:36-07:00 Expose which user connected the organization via OAuth [updated] <p>Currently, we have no idea which user connected via OAuth. In other platforms (QB for once), you get details (especially email) of the user, and can design behavior based on it. In Xero, we get all the data on the users (with the new email address field), but we don&#39;t which user connected. If this will be exposed, it will give the developers more tools to create a more specific experience for the users</p><p>Jason said:<br /><div class="typeset"><p>We need this for auditing purposes too. Also it is useful to display in the external app so the user can check which Xero user authorised the app to connect.</p></div></p> Jason tag:xero.uservoice.com,2008-02-07:Event/46590037 2017-06-07T02:38:43-07:00 2017-06-07T02:38:43-07:00 Budget summary report by budget [updated] <p>The current budget summary API report (http://blog.xero.com/developer/api/reports/#BudgetSummary) returns the overall budget summary report. Within Xero, you can create additional budgets which can be filtered by tracking category. This request is to: - Provide a Budgets API endpoint - Allow the budget summary report be filtered by budget</p><p>Graham Roberts said:<br /><div class="typeset"><p>Couldn't believe budget reporting by department (tracking category) was not permitted for Xero add ons like Spotlight.</p> <p>Major shortfall from a reporting perspective and needs to be addressed urgently. </p></div></p> Graham Roberts