tag:xero.uservoice.com,2008-02-07:/forums/5528-xero-api Xero Accounting API on UserVoice 2017-04-24T06:32:26-07:00 tag:xero.uservoice.com,2008-02-07:Event/45674605 2017-04-24T06:32:26-07:00 2017-04-24T06:32:26-07:00 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>It is unbelievable that Quote functionality was delivered without a supporting API. <br />I also find it hard to believe that the API would be that hard to implement - to all intents and purposes it's the same as the Invoices API, but with a different prefix ('QUO' vs 'INV') and a new numbering sequence.</p> <p>Look at any business accounting workflow and quotes are the starting point.</p> <p>Shameful omission.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/45674443 2017-04-24T06:23:27-07:00 2017-04-24T06:23:27-07:00 fix the Profit and Loss report via the API to support periods and timeframe [updated] <p>The Profit &amp; Loss report via the API will only show a summarized total for the timeframe specified which is inconsistent with the P&amp;L report available on the website. Adding &#39;periods&#39; and &#39;timeframe&#39; parameters similar to the Budget Summary report should resolve the issue. </p><p>David said:<br /><div class="typeset"><p>3 1/2 years on, will this API endpoint match the Budget Report any time soon?</p></div></p> David tag:xero.uservoice.com,2008-02-07:Event/45655897 2017-04-22T21:03:55-07:00 2017-04-22T21:03:55-07:00 Automatic credit card billing for recurring invoices [updated] <p>You currently allow invoices to be paid using credit card (DPS, PayPal etc). If it&#39;s a recurring invoice (particularly if it&#39;s monthly) it&#39;d be great if the client could opt to be billed automatically by credit card.</p><p>Ewen Wallace (CAD bloke) said:<br /><div class="typeset"><p>Freshbooks does this now. <a rel="nofollow noreferrer" href="https://support.freshbooks.com/hc/en-us/articles/115004774247-2017-New-Updates-to-FreshBooks#february17">https://support.freshbooks.com/hc/en-us/articles/115004774247-2017-New-Updates-to-FreshBooks#february17</a></p> <p>I think I've had enough of Xero's excuses.</p></div></p> Ewen Wallace (CAD bloke) tag:xero.uservoice.com,2008-02-07:Event/45644188 2017-04-21T21:20:09-07:00 2017-04-21T21:20:09-07:00 oAuth 2.0 [updated] <p>Any chance Xero will support oAuth2.0 ? oAuth1.0 and it&#39;s payload signing doesn&#39;t work very well in various environments including node.js With rest of the world moving to oAuth 2.0 - I hope XERO does too</p><p>Bjoern said:<br /><div class="typeset"><p>The way OAuth 1.0a is used at Xero does not allow desktop or mobile apps to become partner apps because it would require the distribution of a private key in the app (which can be decompiled). I hope OAuth 2 will address this issue and allow mobile and desktop apps to become Xero partners (and allow access tokens longer than 30 minutes).</p></div></p> Bjoern tag:xero.uservoice.com,2008-02-07:Event/45573691 2017-04-18T21:32:13-07:00 2017-04-18T21:32:13-07:00 Remittance Customization <p>Vesna suggested:<br />Can we customise the Remittance Advise so that we can add company logo and other items as needed. Thank you</p> Vesna tag:xero.uservoice.com,2008-02-07:Event/45473014 2017-04-12T18:53:15-07:00 2017-04-12T18:53:15-07:00 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>Emily said:<br /><div class="typeset"><p>+1</p></div></p> Emily tag:xero.uservoice.com,2008-02-07:Event/45437851 2017-04-11T09:30:17-07:00 2017-04-11T09:30:17-07:00 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>Neeraj said:<br /><div class="typeset"><p>This is needed for one of my clients. Any updates on plans about this one?</p></div></p> Neeraj tag:xero.uservoice.com,2008-02-07:Event/45431890 2017-04-11T04:49:07-07:00 2017-04-11T04:49:07-07:00 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>Katherine Curtis said:<br /><div class="typeset"><p>Is there any work-around for this? Any other way to obtain the payment details from the PaymentID which is in the Invoice details.</p></div></p> Katherine Curtis tag:xero.uservoice.com,2008-02-07:Event/45431434 2017-04-11T04:09:38-07:00 2017-04-11T04:09:38-07:00 Be able to email approved invoices via the API [updated] <p>Anonymous said:<br /><div class="typeset"><p>Please add functionality to view invoice status i.e. whether customer has viewed it or not.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/45425617 2017-04-10T20:07:51-07:00 2017-04-10T20:07:51-07:00 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>Anonymous said:<br /><div class="typeset"><p>I agree too!!!</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/45425152 2017-04-10T19:25:14-07:00 2017-04-10T19:25:14-07:00 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>Katherine Curtis said:<br /><div class="typeset"><p>Checking in to see how this is going. This is a feature we are really looking forward to. </p></div></p> Katherine Curtis tag:xero.uservoice.com,2008-02-07:Event/45422506 2017-04-10T16:09:17-07:00 2017-04-10T16:09:17-07:00 Payments API HasAttachments <p>Anonymous suggested:<br />Hi there, Currently, there is no way to determine via the API if a payment has an attachment. We are able to retrieve any attachments via using the BankTransactions endpoint (using the payment ID). For completeness, we need to be able to have the HasAttachment attribute accessible when returning a list of payments - the only way to do this currently is to retrieve the BankStatements/ID/Attachments endpoint for EVERY single payment - which is a pretty big use of resources. Alternatively (a breaking change) - can we either be able to retrieve Payments via the BankTransactions end point. Adding &quot;HasAttachments&quot; is probably easier. Thanks so much.</p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/45413236 2017-04-10T09:00:43-07:00 2017-04-10T09:00:43-07:00 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>Useful feature?? That's the biggest understatement of the year! It's the last part of a fully automated invoicing, payment and reconciliation loop. </p> <p>By not developing it you are giving every one of your customers at least one job to do per transaction you process for them. </p> <p>How can you not want to immediately eliminate the probably hundreds of millions of jobs per year that you are leaving your customer to do?</p> <p>Please produce this long asked for, much needed, and massively requested "feature", that is the biggest no brainer for anyone with an ounce of common sense. Please!!</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/45332329 2017-04-05T18:05:30-07:00 2017-04-05T18:05:30-07:00 Add a report - AgedPayables List - Balance @ Date . Same for AgedReceivables. [updated] <p>To validate back against the balance sheet.</p><p>Anonymous said:<br /><div class="typeset"><p>That is a disappointing you can't list all debtors and/or Aged Receivables. A not very good workaround is getting all contacts then querying each one in turn. However this would be very inefficient if the user has a large number of customers or suppliers.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/45291505 2017-04-04T05:41:40-07:00 2017-04-04T05:41:40-07:00 Be able to email approved invoices via the API [updated] <p>Ivan said:<br /><div class="typeset"><p>please add this functionality</p></div></p> Ivan tag:xero.uservoice.com,2008-02-07:Event/45289258 2017-04-04T03:22:16-07:00 2017-04-04T03:22:16-07:00 Be able to email approved invoices via the API [updated] <p>Tim said:<br /><div class="typeset"><p>Yes this is a important feature. Can't this be a 'use at your own risk' type situation? or the organisation needs to ask special permission to have it enabled on their account?</p></div></p> Tim tag:xero.uservoice.com,2008-02-07:Event/45239311 2017-04-02T14:00:12-07:00 2017-04-02T14:00:12-07:00 Reconcile via the API [updated] <p>Be able to reconcile bank statement lines via the API.</p><p>Stephen C said:<br /><div class="typeset"><p>+1, less buttons to click in my life</p></div></p> Stephen C tag:xero.uservoice.com,2008-02-07:Event/45219724 2017-04-01T18:34:58-07:00 2017-04-01T18:34:58-07:00 be able to enter customers address when you create a quote/invoice. <p>Ed suggested:<br />I&#39;d like to be to able to enter the customers address when I create a quote or invoice. Currently I can only do this once the quote/invoice is created by editing the customers details.</p> Ed tag:xero.uservoice.com,2008-02-07:Event/45153163 2017-03-30T10:24:23-07:00 2017-03-30T10:24:23-07:00 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>Any movement on this? It would be awesome for our clients :)</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/45110932 2017-03-29T05:39:05-07:00 2017-03-29T05:39:05-07:00 Invoice Payments (property) object missing Account info <p>Dhaval Rabadiya suggested:<br />In invoice get api, it has Payments named property, which contain payment of that invoice. Problem is that Invoice-&gt;Payments property is missing Account info.</p> Dhaval Rabadiya tag:xero.uservoice.com,2008-02-07:Event/45078541 2017-03-28T01:57:50-07:00 2017-03-28T01:57:50-07:00 Store application data against invoices, payments, credit notes, etc. [updated] <p>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&#39;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.</p><p>Peter Wood said:<br /><div class="typeset"><p>I am looking for custom fields or tags on Invoices (and contacts, I have put a similar comment there) in order to properly integrate my medical invoicing software with Xero. I need to be able to retrieve, create &amp; maintain them through the API. Xero users should be able to see them when viewing invoices, but I have no need for Xero users to be able to maintain them or for them to be shown on the invoice presented to users. Ideally the creator should be able to set which custom fields/tags are visible to users, as some may be required for integration only (say, sync-status or id).</p></div></p> Peter Wood tag:xero.uservoice.com,2008-02-07:Event/45078502 2017-03-28T01:54:40-07:00 2017-03-28T01:54:40-07:00 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>Peter Wood said:<br /><div class="typeset"><p>I am looking for custom fields or tags on Contacts in order to properly integrate my medical invoicing software with Xero. I need to be able to retrieve, create &amp; maintain them through the API. Xero users should be able to see them when viewing contacts, but I have no need for Xero users to be able to maintain them. Ideally I guess the creator should be able to set which custom fields/tags are visible to users, as some may be required for integration only (say, sync-status or id).</p></div></p> Peter Wood tag:xero.uservoice.com,2008-02-07:Event/45076102 2017-03-27T22:10:02-07:00 2017-03-27T22:10:02-07:00 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>Anonymous said:<br /><div class="typeset"><p>Not having this is a real issue for my integration. </p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/45062920 2017-03-27T18:24:09-07:00 2017-03-27T18:24:09-07:00 Please enable subfolders of folders within Xero files Joanne Riordan tag:xero.uservoice.com,2008-02-07:Event/45022357 2017-03-26T01:41:12-07:00 2017-03-26T01:41:12-07:00 contact notes <p>Campbell Green suggested:<br />Access to the Notes field in the Contacts endpoint would be nice.</p> Campbell Green tag:xero.uservoice.com,2008-02-07:Event/45022213 2017-03-26T01:14:43-07:00 2017-03-26T01:14:43-07:00 Access additional fields in the contacts record [updated] <p>When creating/updating/reading contacts have the ability to access the additional fields that exist (ABN, bank account details, etc). Would also be good if we could create custom fields attached to each contact or to have a generic &quot;notes/comments&quot; field that we could dump data (preferably HTML) into. A logical extension to this would be the ability to reade/write the notes/history section of each contact.</p><p>Campbell Green said:<br /><div class="typeset"><p>Hmmm... this was completed a long time ago and Wayne specifically asked about "notes/comments" field.... "Would also be good if we could create custom fields attached to each contact or to have a generic "notes/comments" field that we could dump data (preferably HTML) into."</p> <p>I don't see "Notes" as an available field in the API endpoint for "Contacts"?</p></div></p> Campbell Green tag:xero.uservoice.com,2008-02-07:Event/44969794 2017-03-24T04:18:47-07:00 2017-03-24T04:18:47-07:00 Purchase Order (where) filter [updated] <p>It is essential for our product to be able to filter Purchase Order by Contact, just like the Invoice end-point; Furthermore, having a symmetrical capabilities in &quot;major&quot; end points is a believe important to have - http://developer.xero.com/documentation/getting-started/http-requests-and-responses/#title3.</p><p>Rosalind Hull said:<br /><div class="typeset"><p>Our website whizz kid, and believe me the guy is an absolute genius, is struggling with the inconsistency of Xero API. According to him 'there are big chunks of API functionality simply missing'. <br />For example its impossible filter PO's because the "where" filter is missing for Purchase Orders. <br />Give the guy a break and do something to sort it please,</p></div></p> Rosalind Hull tag:xero.uservoice.com,2008-02-07:Event/44953939 2017-03-23T19:29:38-07:00 2017-03-23T19:29:38-07:00 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>Anonymous said:<br /><div class="typeset"><p>Was just looking for this feature! Incredible that they don't.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44942182 2017-03-23T10:26:30-07:00 2017-03-23T10:26:30-07:00 Purchase Order (where) filter [updated] <p>It is essential for our product to be able to filter Purchase Order by Contact, just like the Invoice end-point; Furthermore, having a symmetrical capabilities in &quot;major&quot; end points is a believe important to have - http://developer.xero.com/documentation/getting-started/http-requests-and-responses/#title3.</p><p>Anonymous said:<br /><div class="typeset"><p>The PO's look a little under developed compared with other functions in Xero. Creating PO's and being able to search them logically is a real need for us. </p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44929249 2017-03-22T20:05:40-07:00 2017-03-22T20:05:40-07:00 indigenous employee report <p>Gwen suggested:<br />Add an employee flag for indigenous/non-indigenous to allow reporting of the number of indigenous employees for all payroll type reports. This is grant reporting requirement for indigenous corporations.</p> Gwen tag:xero.uservoice.com,2008-02-07:Event/44914120 2017-03-22T07:00:47-07:00 2017-03-22T07:00:47-07:00 Add an OData interface to query live transaction data directly from Microsoft Excel [updated] <p>Microsoft Excel is an essential tool for all accountants. It can be easily configured to consume an OData data source. OData is a standardized protocol for creating restful data APIs. This XML-based protocol supports the ability to create filtered data streams. By exposing live transaction data through a secured, well-engineered OData API, you will be adding massive value to your customers accounting data. OData combined with Excel Pivot Tables and PowerPivot creates an incredibly potent analysis and reporting tool. All your customers already own Excel. PowerPivot is a free add-in from Microsoft. All that&#39;s needed is an OData API and a bit of instruction. More info: http://www.odata.org/ http://www.microsoft.com/en-us/bi/powerpivot.aspx</p><p>Altin said:<br /><div class="typeset"><p>I would like to add one more Excel Add-in for Xero, developed by Cdata Software.The Xero Excel Add-In is a powerful tool that allows you to connect with live Xero accounting data, directly from Microsoft Excel. Use Excel to read, write, and update Xero Customers, Transactions, Invoices, Sales Receipts, etc. Perfect for mass imports / exports / updates, data cleansing &amp; de-duplication, Excel based data analysis, and more! <br />For more info go to: <a rel="nofollow noreferrer" href="https://www.cdata.com/drivers/xero/excel/">https://www.cdata.com/drivers/xero/excel/</a></p></div></p> Altin tag:xero.uservoice.com,2008-02-07:Event/44912125 2017-03-22T04:48:05-07:00 2017-03-22T04:48:05-07:00 provide some PHP code samples for using the Xero API [updated] <p>With OAuth of course!</p><p>Anonymous said:<br /><div class="typeset"><p>ZVzvxcvcvxcvcv</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44897218 2017-03-21T20:51:52-07:00 2017-03-21T20:51:52-07:00 Add a Quantity column in the inventory watch list on the Dashboard <p>Tabibah Paean suggested:<br />Currently on the Dashboard you cannot see the quantity on hand. It would be easier for tracked items on the Dashboard to have a quantity column, so that it&#39;s easier for smaller firms to keep track and be able to place orders efficiently. </p> Tabibah Paean tag:xero.uservoice.com,2008-02-07:Event/44860012 2017-03-20T18:20:58-07:00 2017-03-20T18:20:58-07:00 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>Anonymous said:<br /><div class="typeset"><p>Bump...</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44857450 2017-03-20T14:41:43-07:00 2017-03-20T14:41:43-07:00 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>Asif Bandeali said:<br /><div class="typeset"><p>This is a must and so important. please and thank you.</p></div></p> Asif Bandeali tag:xero.uservoice.com,2008-02-07:Event/44825896 2017-03-19T20:13:32-07:00 2017-03-19T20:13:32-07:00 Allow Tracking categories and options to be specified by GUID when using the API to post a manual journal. [updated] <p>Presently the API for posting manual journals accepts tracking categories and options only by name using the &quot;Name&quot; and &quot;Option&quot; fields. It allows the &quot;TrackingCategoryID&quot; and &quot;TrackingOptionID&quot; fields to be entered and the API even validates that the format of these entries are properly formed GUIDs, but doesn&#39;t use them to determine the Category or Option to be applied. The issue here is that the user can rename the existing Categories and Options and that breaks the interface unless you know that you need to update these also in your application; using the GUIDs overcomes this as it is a unique identifier and is not dependent on getting the names exactly right.</p><p>John said:<br /><div class="typeset"><p>I want to add that we believe this to be a bug in the API</p></div></p> John tag:xero.uservoice.com,2008-02-07:Event/44825707 2017-03-19T19:51:22-07:00 2017-03-19T19:51:22-07:00 Quotes via the API [updated] <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Jaffer Hussainee said:<br /><div class="typeset"><p>It's now almost TWO years since the community has been asking for this feature and almost 6 months since any comment on progress from Xero.</p> <p>@XERO Any progress to report?</p></div></p> Jaffer Hussainee tag:xero.uservoice.com,2008-02-07:Event/44821702 2017-03-19T12:06:19-07:00 2017-03-19T12:06:19-07:00 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>Carl Simmons said:<br /><div class="typeset"><p>C'Mon Xero! Over 4yrs since this request was made and so much feedback from the community supporting the need for this feature. When is this going to happen?</p></div></p> Carl Simmons tag:xero.uservoice.com,2008-02-07:Event/44796829 2017-03-18T06:04:41-07:00 2017-03-18T06:04:41-07:00 New Feature - Contacts Reform <p>Christopher Wright suggested:<br />• Contacts/Project Dashboard - The Contacts page could be improved with a dashboard of all relevant data for that Contact such as the P&amp;L for the client and their projects. I would also like to see a Statement feature detailing all invoices and payments in journal display i.e. account debits and credits, filtered either by Contact and/or Projects. • Sales Pipeline – A New Leads/Tenders/Quotes feature would allow the Sales team to add details for new clients and projects. Unsuccessful New Leads could be demoted to Old Bids which would keep the contact, bid and project details on the system. New Leads could be promoted to Projects which would automatically generate a new Tracking Code for the project. • Credit Control Log – It would be useful to have a Credit Control feature which allows users to keep a log of credit control tasks with date, time, notes, file upload, reminders etc. • Purchases Pipeline – Purchase Orders to be entered/displayed on the Contact page providing an estimate of current costs (per project). The posting of Purchase Orders to a project could then be linked with invoices when received. • Hire Report – A report of plant, machinery and equipment on hire including costs and hire times, filtered either by Currently On Hire or as a whole for the project. </p> Christopher Wright tag:xero.uservoice.com,2008-02-07:Event/44752990 2017-03-16T20:16:39-07:00 2017-03-16T20:16:39-07:00 Dog food your API, have the Xero App consume your API <p>Simon Lampen suggested:<br />Many of the requests are to expose features that you can do in the Xero App but not in the API. If you just had you app consume your API all of that overhead and friction goes away and you get better consistency , lower your technical debt and have happier integrators :)</p> Simon Lampen tag:xero.uservoice.com,2008-02-07:Event/44752432 2017-03-16T19:35:32-07:00 2017-03-16T19:35:32-07:00 Allow Tracking categories and options to be specified by GUID when using the API to post a manual journal. <p>John suggested:<br />Presently the API for posting manual journals accepts tracking categories and options only by name using the &quot;Name&quot; and &quot;Option&quot; fields. It allows the &quot;TrackingCategoryID&quot; and &quot;TrackingOptionID&quot; fields to be entered and the API even validates that the format of these entries are properly formed GUIDs, but doesn&#39;t use them to determine the Category or Option to be applied. The issue here is that the user can rename the existing Categories and Options and that breaks the interface unless you know that you need to update these also in your application; using the GUIDs overcomes this as it is a unique identifier and is not dependent on getting the names exactly right.</p> John tag:xero.uservoice.com,2008-02-07:Event/44750860 2017-03-16T17:12:11-07:00 2017-03-16T17:12:11-07:00 Reconcile via the API [updated] <p>Be able to reconcile bank statement lines via the API.</p><p>Ernie Casilla said:<br /><div class="typeset"><p>Reconcile via the API.. Please!!!!!!!!!!!!!!!!!!!!!!!!!!!</p></div></p> Ernie Casilla tag:xero.uservoice.com,2008-02-07:Event/44707033 2017-03-15T05:04:43-07:00 2017-03-15T05:04:43-07:00 Enter budgets via the API. Both historical and current. [updated] <p>This would allow us to build tools to do bulk budget exports for multiple periods from our current system. (I think that budgets import might be coming through the user interface anyway, in which case this isn&#39;t really needed).</p><p>Tim McCarthy said:<br /><div class="typeset"><p>This would really improve our ability to quickly analyse segments of our business in a timely manner and very cost effective rather than double handling</p></div></p> Tim McCarthy tag:xero.uservoice.com,2008-02-07:Event/44649907 2017-03-12T18:53:27-07:00 2017-03-12T18:53:27-07:00 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>Anonymous said:<br /><div class="typeset"><p>any news to share on this? Web hooks coming or not??</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44593543 2017-03-09T21:17:36-08:00 2017-03-09T21:17:36-08:00 Reconcile via the API [updated] <p>Be able to reconcile bank statement lines via the API.</p><p>Troy Dean said:<br /><div class="typeset"><p>This would be a huge time-saver. Please Xero. Please.</p></div></p> Troy Dean tag:xero.uservoice.com,2008-02-07:Event/44568667 2017-03-09T01:55:44-08:00 2017-03-09T01:55:44-08:00 GET attachment from Expense Claims <p>Campbell suggested:<br />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.</p> Campbell tag:xero.uservoice.com,2008-02-07:Event/44566051 2017-03-08T22:35:51-08:00 2017-03-08T22:35:51-08:00 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>Christian Burgos said:<br /><div class="typeset"><p>i was looking for the account transaction, unfortunately the api doesn't have this. i tried using the journal endpoint but it's also incomplete. <br /><a rel="nofollow noreferrer" href="https://community.xero.com/developer/discussion/852336/">https://community.xero.com/developer/discussion/852336/</a></p></div></p> Christian Burgos tag:xero.uservoice.com,2008-02-07:Event/44564848 2017-03-08T20:28:32-08:00 2017-03-08T20:28:32-08:00 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>This is a must - Xero please make a priority!</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44558119 2017-03-08T18:12:19-08:00 2017-03-08T18:12:19-08:00 Search Feature [updated] <p>When searching sales or purchase invoices would it be possible to have a drop down box to select if All, Awaiting Payment, Paid etc instead of being in the tab first before selecting search. I dont know how many times I have entered the search item only to find I am in the wrong tab and have to reenter details in the correct tab very frustrating ... but still forget next time I search Would be much easier to select this option after search detail is made</p><p>Sarah said:<br /><div class="typeset"><p>I would love this idea too. My idea was similar/serves the same purpose in that the 'search item' stays as you click between the tabs. I am often wanting to go between awaiting payment and paid for the same customer. Due to the volume of invoices per customer it is not practical to use the all function. </p></div></p> Sarah tag:xero.uservoice.com,2008-02-07:Event/44539642 2017-03-08T00:07:09-08:00 2017-03-08T00:07:09-08:00 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>Jeronimo Cabrera said:<br /><div class="typeset"><p>Any updates on this?</p></div></p> Jeronimo Cabrera