tag:xero.uservoice.com,2008-02-07:/forums/5528-xero-api Xero Core API on UserVoice 2015-02-26T18:59:53-05:00 tag:xero.uservoice.com,2008-02-07:Event/21209933 2015-02-26T18:59:53-05:00 2015-02-26T18:59:53-05:00 API: Ability for a negative Invoice amount <p>Anonymous suggested:<br />We are use the API (through an addon) to automagically sync Xero and our Admin solution, but we&#39;ve just found out that a credit invoice (yes, a negative number in this case) can&#39;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&#39;s missing in the API, as it seems to be, please add this asap.</p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/21181994 2015-02-24T12:19:28-05:00 2015-02-24T12:19:28-05:00 Be able to email approved invoices via the API [updated] <p>Terry Morse said:<br /><div class="typeset"><p>Come on now, how much longer do we have to wait for this simple but necessary functionality?</p></div></p> Terry Morse tag:xero.uservoice.com,2008-02-07:Event/21176815 2015-02-24T00:07:20-05:00 2015-02-24T00:07:20-05:00 PUT/POST tracking categories and options [updated] <p>Be able to create tracking options via the API. Also when creating invoices via the API allow the creation of tracking options within Xero&#39;s existing tracking groups if they don&#39;t exist. </p><p>Ashley said:<br /><div class="typeset"><p>We really need this feature too</p></div></p> Ashley tag:xero.uservoice.com,2008-02-07:Event/21163087 2015-02-22T22:56:37-05:00 2015-02-22T22:56:37-05:00 page numbers <p>Katrina Spinazzola suggested:<br />Have the page numbers and &quot;jump to page&quot; option at the top as well as the bottom. So you don&#39;t have to scroll to the bottom on each new page. </p> Katrina Spinazzola tag:xero.uservoice.com,2008-02-07:Event/21163038 2015-02-22T22:43:02-05:00 2015-02-22T22:43:02-05:00 name of employee on payroll reports <p>Katrina Spinazzola suggested:<br />When generating payroll reports it would be helpful if the employee&#39;s name is on the report. </p> Katrina Spinazzola tag:xero.uservoice.com,2008-02-07:Event/21143017 2015-02-20T11:07:05-05:00 2015-02-20T11:07:05-05:00 General Journal Improvements [updated] <p>1) include transaction source and id to be able to link back to the source document of the journal eg AP/AR invoice etc 2) allow endpoint to be filtered by accounting date to be able to get just a certain period.</p><p>Anonymous said:<br /><div class="typeset"><p>it has been over 3 and a bit years since Simon asked for this, i am in need to get my clients nominal ledger data out to automate reporting as i dont want them to work in Xero, ass accountants we dont want them working in xero, when can this be available</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/21128480 2015-02-19T08:45:50-05:00 2015-02-19T08:45:50-05:00 History &amp; Notes [updated] <p>Expose invoice History &amp; Notes through the API</p><p>Sam Ellis said:<br /><div class="typeset"><p>Hey there Xero admin. Just been speaking to a developer of an app we have just started using. Would be immensely helpful to have invoice history and notes added to the API. </p> <p>Is these feature nearing execution?</p> <p>The earliest thread is dated 2011.........so I&#39;m assuming this can&#39;t be tackled with a dev team sprint?</p></div></p> Sam Ellis tag:xero.uservoice.com,2008-02-07:Event/21121543 2015-02-18T16:30:36-05:00 2015-02-18T16:30:36-05:00 update tracking category for PAID invoice via api [updated] <p>Since the operator has the ability to update any PAID invoice&#39;s tracking category and account code for any line items, then it should be also doable via API.</p><p>Anthony said:<br /><div class="typeset"><p>Completely agree with this. I would also add the &quot;account code&quot; piece to the title of this request, since it&#39;s equally as important as the tracking category.</p></div></p> Anthony tag:xero.uservoice.com,2008-02-07:Event/21111237 2015-02-17T19:26:24-05:00 2015-02-17T19:26:24-05:00 The ability to generate Quotes from within the Xero Web interface [is now completed] <p>I would like to be able to create quotes from within the Xero Web interface for my customers which could then be converted into an invoice if the customer accepts the quote. Just like you can currently create purchase orders and convert them into bills once the goods have been received.</p> xero tag:xero.uservoice.com,2008-02-07:Event/21111236 2015-02-17T19:26:23-05:00 2015-02-17T19:26:23-05:00 The ability to generate Quotes from within the Xero Web interface [updated] <p>I would like to be able to create quotes from within the Xero Web interface for my customers which could then be converted into an invoice if the customer accepts the quote. Just like you can currently create purchase orders and convert them into bills once the goods have been received.</p><p>xero (admin) responded:<br /><div class="typeset"><p>Quotes functionality was released in the Xero web interface on January 21st 2015. You can now create quotes and convert them into invoices once they&#39;re accepted.</p></div></p> xero tag:xero.uservoice.com,2008-02-07:Event/21071409 2015-02-13T13:42:16-05:00 2015-02-13T13:42:16-05:00 Ability to add/update currencies via the API John Murphy tag:xero.uservoice.com,2008-02-07:Event/21071379 2015-02-13T13:39:39-05:00 2015-02-13T13:39:39-05:00 Make Chart of Accounts updatable via API [updated] <p>John Murphy said:<br /><div class="typeset"><p>Updating existing accounts and inserting accounts in bulk via the API would greatly assist in meeting the needs of systems that have basic account information already.</p></div></p> John Murphy tag:xero.uservoice.com,2008-02-07:Event/21061466 2015-02-12T17:59:35-05:00 2015-02-12T17:59:35-05:00 Allow to submit inventory items names [updated] <p>Currently it&#39;s not possible to set an Item Name via Xero API. So one has to set names manually in order for the main Inventory items page to display any human-friendly content. It&#39;s rather difficult if you have many items.</p><p>Anonymous said:<br /><div class="typeset"><p>This item is under discussion here: <a href="https://community.xero.com/developer/discussion/6325511/" rel="nofollow noreferrer">https://community.xero.com/developer/discussion/6325511/</a></p> <p>Xero, please treat your API as a first class citizen! </p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/21043021 2015-02-11T05:19:38-05:00 2015-02-11T05:19:38-05:00 Be able to email attachments on invoices [updated] <p>When I send invoices to customers I have to attach the correlating support data to the invoice. At the moment I can attach the support data but I can&#39;t email it out from Xero. I therefore have to download each invoice and then manually generate an email from my email system for each customer in order to attach the data and invoice in a single email... a laborious process at the start of each month! Life would be so much better if I could email attachments along with the invoice directly from Xero. This functionality is literally the only thing I miss from my old system... Xero is far superior but falls down in this key aspect. </p><p>MJ said:<br /><div class="typeset"><p>I would also value this functionality. For example I act as an agent for my customers and purchase items on their behalf (I am flat rate VAT registered so it makes sense to pass on costs as disbursements). </p> <p>I attach the original receipts against the invoice in Xero but it would be really helpful to see all the files attached when sending the invoice email and be able to select any to attach to the client&#39;s email.</p></div></p> MJ tag:xero.uservoice.com,2008-02-07:Event/21035045 2015-02-10T13:35:16-05:00 2015-02-10T13:35:16-05:00 Allow to submit inventory items names <p>Serge suggested:<br />Currently it&#39;s not possible to set an Item Name via Xero API. So one has to set names manually in order for the main Inventory items page to display any human-friendly content. It&#39;s rather difficult if you have many items.</p> Serge tag:xero.uservoice.com,2008-02-07:Event/21026006 2015-02-09T18:37:20-05:00 2015-02-09T18:37:20-05:00 deposit <p>Anonymous suggested:<br />Create Batch Deposits - https://help.xero.com/au/BatchDepositCreate Does the API support this specific function? Is there a functional issue as to why this is not supported, or just never requested/not enough votes?? Apologies if it is supported - I could not find it anywhere on developer pages etc. THANKS</p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/21025481 2015-02-09T17:38:30-05:00 2015-02-09T17:38:30-05:00 Files API endpoint [is now completed] <p>Develop a Files API that will let you perform actions like querying the files inbox, create folders in the inbox, upload new files to the inbox, associate files in the inbox with documents (like invoices, SM, RM&#39;s etc).</p> xero tag:xero.uservoice.com,2008-02-07:Event/21025480 2015-02-09T17:38:30-05:00 2015-02-09T17:38:30-05:00 Files API endpoint [updated] <p>Develop a Files API that will let you perform actions like querying the files inbox, create folders in the inbox, upload new files to the inbox, associate files in the inbox with documents (like invoices, SM, RM&#39;s etc).</p><p>xero (admin) responded:<br /><div class="typeset"><p>We are pleased to announce we have launched the Files API today: <a href="https://www.xero.com/blog/2015/02/developer-opportunities-xero-files-api/" rel="nofollow noreferrer">https://www.xero.com/blog/2015/02/developer-opportunities-xero-files-api/</a></p></div></p> xero tag:xero.uservoice.com,2008-02-07:Event/21013810 2015-02-08T20:21:31-05:00 2015-02-08T20:21:31-05:00 Enable the upcoming Purchase Order module to link to outside applications [updated] <p>My company has an app that services a very large niche market- all of those clients (tens of thousands) also need accounting. Our current app has rudimentary accounting in it but we are seeking to set up a sync with a dedicated cloud-app for all the accounting. Purchase Orders are crucial to this niche market and if we could sync them with Xero via api it would make a huge difference. (Provide GET/PUT/POST PurchaseOrders endpoint)</p><p>Matti Jones said:<br /><div class="typeset"><p>Our Company really REALLY needs this function exposed in the API !</p> <p>At the moment we are generating Invoices using ACCPAY type (A hack to try and have some form of functioning PO system in Xero), however this has created serious headaches for our accountants. </p> <p>Our only other option is to roll our own code for our stock management system, and try to shift as much of our Purchase Requesition / Purchase Order code away from Xero, and create an ACCPAY invoice as a last courtesy for Xero so as there is some matching of data...</p> <p>Please consider making this request a priority as 362 votes for this function CLEARLY shows that this a priority for YOUR customers.</p> <p>It has been almost a year since we have heard any update on the status for this task from Xero, so it is extremely difficult (and dissapointing) to recommend include ANY future integration with Xero moving forward. <br />As a customer, WE need to be sure of timeframes or statuses for implementing requested features. </p> <p>(Even if this indiciation is a flat out NO, we do not plan on implementing this feature any time in the near future).... <br /> <br />Please show your developers some consideration, and provide som sort of an update to this request.</p></div></p> Matti Jones tag:xero.uservoice.com,2008-02-07:Event/20983323 2015-02-05T15:01:02-05:00 2015-02-05T15:01:02-05:00 Be able to email approved invoices via the API [updated] <p>Anonymous said:<br /><div class="typeset"><p>Any update on this feature since, 2013. This feature is also very important to us.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/20976280 2015-02-04T23:53:06-05:00 2015-02-04T23:53:06-05:00 Customer: &quot;I never received your invoice!&quot;. Option to request &quot;Read Email&quot; receipts when emailing invoices <p>ABWeb suggested:<br />Some of my customers who forget to pay their overdue invoices use the excuse &quot;Oh, I don&#39;t seem to have received your invoice&quot;. It would be great if we could have a tickbox option to &quot;Request a Read Receipt&quot; (much in the way you can when sending an email via MS Outlook) so that when the customer reads the email they are then prompted to send a receipt confirming that they&#39;ve read it. They won&#39;t be able to use the above excuse anymore if they send a read receipt!</p> ABWeb tag:xero.uservoice.com,2008-02-07:Event/20972862 2015-02-04T18:40:23-05:00 2015-02-04T18:40:23-05:00 Enable the upcoming Purchase Order module to link to outside applications [updated] <p>My company has an app that services a very large niche market- all of those clients (tens of thousands) also need accounting. Our current app has rudimentary accounting in it but we are seeking to set up a sync with a dedicated cloud-app for all the accounting. Purchase Orders are crucial to this niche market and if we could sync them with Xero via api it would make a huge difference. (Provide GET/PUT/POST PurchaseOrders endpoint)</p><p>Sharon said:<br /><div class="typeset"><p>Really need this function to continue to use Xero. This has been requested since 2013 we are now in 2015 and it is still not available?</p></div></p> Sharon tag:xero.uservoice.com,2008-02-07:Event/20972502 2015-02-04T17:54:21-05:00 2015-02-04T17:54:21-05:00 Delete Payments to AR and AP CreditNote via API <p>Chuming Wu suggested:<br />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. </p> Chuming Wu tag:xero.uservoice.com,2008-02-07:Event/20960862 2015-02-03T20:45:24-05:00 2015-02-03T20:45:24-05:00 Provide CreatedDateUTC [updated] <p>Provide CreatedDateUTC element so invoices, manual journals etc can be filtered using the new element in similar way like UpdatedDateUTC</p><p>Anonymous said:<br /><div class="typeset"><p>1. Besides created date, can&#39;t it be extended to other dates e.g. Date (issue date), DateDue.</p> <p>2. Can we have queries like return invoices which were issued after a particular date ?</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/20960498 2015-02-03T19:45:01-05:00 2015-02-03T19:45:01-05:00 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>Eliot Slevin said:<br /><div class="typeset"><p>Hey everybody, </p> <p>I work for Hoist.io, which is an integration platform to make dealing with apis much easier. With a few previous Xero employees in the team, it’s no surprise that over the last five years we’ve worked with the Xero API extensively, and we&#39;ve been wanting webhooks just as much as everybody else.</p> <p>That’s why we’re excited to announce our Xero Connector. Now any developer can subscribe to events from their own Xero accounts, or their users accounts. Never poll for new or updated data again! We&#39;re currently open for early access, if you&#39;re interested we&#39;d love to talk to you</p> <p><a href="http://hoist.io/xero-webhooks" rel="nofollow noreferrer">http://hoist.io/xero-webhooks</a> </p></div></p> Eliot Slevin tag:xero.uservoice.com,2008-02-07:Event/20938487 2015-02-02T00:00:27-05:00 2015-02-02T00:00:27-05:00 Read quotes via the API <p>Pierre suggested:<br />At the moment we are not able to read the quotes object via the API. Please make them available, read-only is fine, we are just looking at pulling reports (cash flow)</p> Pierre tag:xero.uservoice.com,2008-02-07:Event/20938476 2015-02-01T23:56:59-05:00 2015-02-01T23:56:59-05:00 Enable the upcoming Purchase Order module to link to outside applications [updated] <p>My company has an app that services a very large niche market- all of those clients (tens of thousands) also need accounting. Our current app has rudimentary accounting in it but we are seeking to set up a sync with a dedicated cloud-app for all the accounting. Purchase Orders are crucial to this niche market and if we could sync them with Xero via api it would make a huge difference. (Provide GET/PUT/POST PurchaseOrders endpoint)</p><p>Pierre said:<br /><div class="typeset"><p>+1 all objects should be available through the API (at least read only) we need to able to read Quotes and Sales Orders so that we can have a proper cash flow management.</p></div></p> Pierre tag:xero.uservoice.com,2008-02-07:Event/20899743 2015-01-28T23:39:16-05:00 2015-01-28T23:39:16-05:00 Files API endpoint [updated] <p>Develop a Files API that will let you perform actions like querying the files inbox, create folders in the inbox, upload new files to the inbox, associate files in the inbox with documents (like invoices, SM, RM&#39;s etc).</p><p>Andrew Tipton said:<br /><div class="typeset"><p>Sounds great, I&#39;m looking forward to this API. Any update on the delivery schedule?</p></div></p> Andrew Tipton tag:xero.uservoice.com,2008-02-07:Event/20897664 2015-01-28T21:57:57-05:00 2015-01-28T21:57:57-05:00 Expose the Online invoicing URL via the Xero API [updated] <p>Xero has recently released online invoicing functionality within the main application (http://help.xero.com/#OnlineInvoices). Be able to retrieve the online invoicing URL via the Xero API. Note that this URL is only generated when the invoice is emailed within the Xero application. Exposing this field will be of limited value until further work is done to be able to email an invoice from Xero via the API (but that is a separate issue).</p><p>David Vlasic said:<br /><div class="typeset"><p>+1</p></div></p> David Vlasic tag:xero.uservoice.com,2008-02-07:Event/20882042 2015-01-27T16:07:42-05:00 2015-01-27T16:07:42-05:00 Expose Inventory Items Summary report [updated] <p>Currently the Inventory Items Summary report is not exposed yet via Xero API. Please vote so we can keep track the demand for it.</p><p>Alistair Fraser said:<br /><div class="typeset"><p>Please do this, as it would make updating COGS easier when items are sold</p></div></p> Alistair Fraser tag:xero.uservoice.com,2008-02-07:Event/20881780 2015-01-27T15:34:36-05:00 2015-01-27T15:34:36-05:00 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>Anonymous said:<br /><div class="typeset"><p>Yes agreed. We&#39;ve all been waiting for this for ages. Lets get it done.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/20861125 2015-01-26T03:08:41-05:00 2015-01-26T03:08:41-05:00 Supply &lt;Attachments&gt; elements in standard endpoints when `page` is given <p>James Nelson suggested:<br />Currently, it seems that you need to make a separate call to get &lt;Attachments&gt;. Being able to get this supplied on the standard invoices/bank transactions/manual journals/credit notes endpoints when `page` is given would help lower the number of API calls without much increasing the amount of data sent.</p> James Nelson tag:xero.uservoice.com,2008-02-07:Event/20847521 2015-01-24T12:14:54-05:00 2015-01-24T12:14:54-05:00 Enable the upcoming Purchase Order module to link to outside applications [updated] <p>My company has an app that services a very large niche market- all of those clients (tens of thousands) also need accounting. Our current app has rudimentary accounting in it but we are seeking to set up a sync with a dedicated cloud-app for all the accounting. Purchase Orders are crucial to this niche market and if we could sync them with Xero via api it would make a huge difference. (Provide GET/PUT/POST PurchaseOrders endpoint)</p><p>Nicholas Piasecki said:<br /><div class="typeset"><p>This would be nice so our e-commerce software could pre-populate draft POs for replenishment based on demand ... for now I guess we&#39;ll just dump to good old Excel </p></div></p> Nicholas Piasecki tag:xero.uservoice.com,2008-02-07:Event/20836258 2015-01-23T09:06:43-05:00 2015-01-23T09:06:43-05:00 Allow third party apps to plug into the Xero interface [updated] <p>If the Xero interface could be configured to display data from and interact with the apps third party developers are creating similar to the way Facebook applications work inside their platform</p><p>Andrew Coulton said:<br /><div class="typeset"><p>Rather than a full embedded application integration, it might be enough just to let applications provide you with URLs to display as links within the interface. If there was the option to add the link to the navigation, particular pages (eg contact view) or specific transactions/contacts/etc (similar to an attachment, but a live web link) that might work.</p> <p>You could use the same functionality to for example allow users to &quot;attach&quot; a live google document or similar to a contact/transaction rather than having to export it and attach as a static file.</p> <p>For page-specific links, a really neat solution would allow the app to provide a parameterised URL - eg <a href="https://my.app/contact/{$XERO_CONTACT_ID}" rel="nofollow noreferrer">https://my.app/contact/{$XERO_CONTACT_ID}</a> for use on all contact pages - rather than having to attach a customised link to each transaction.</p> <p>That way you entirely control visual appearance and placement of the links within the apps, and there is no live third-party content embedded into your UI. The only data the third-party might get would be a referer header and perhaps an ID parameter if the user clicks a link, but if the links have to be created by API anyway this implies they already have much more detailed access to that user&#39;s data.</p> <p>If you were concerned you could even make the API calls for adding and updating system-wide links require a specific separate oauth step, where you get to show the user exactly what&#39;s being added and get their explicit consent.</p> <p>I&#39;m currently looking at building an app to help with processing UK Gift Aid, and we could use an API like this to:</p> <p>* provide a &quot;source&quot; URL when creating various journals that allow the user to link back directly back to the more detailed view on our system that explains the aggregate totals posted <br />* provide links on a contact&#39;s page to allow viewing/creating/amending their gift aid declaration details <br />* provide a button/link on each transaction to allow manually marking specific transactions as ineligible for Gift Aid </p></div></p> Andrew Coulton tag:xero.uservoice.com,2008-02-07:Event/20828737 2015-01-22T16:15:11-05:00 2015-01-22T16:15:11-05:00 General Journal Improvements [is now completed] <p>1) include transaction source and id to be able to link back to the source document of the journal eg AP/AR invoice etc 2) allow endpoint to be filtered by accounting date to be able to get just a certain period.</p> xero tag:xero.uservoice.com,2008-02-07:Event/20828736 2015-01-22T16:15:11-05:00 2015-01-22T16:15:11-05:00 General Journal Improvements [updated] <p>1) include transaction source and id to be able to link back to the source document of the journal eg AP/AR invoice etc 2) allow endpoint to be filtered by accounting date to be able to get just a certain period.</p><p>xero (admin) responded:<br /><div class="typeset"><p>We are pleased to confirm that the Journals endpoint now returns the SourceType and SourceID. This allows you to link journals back to their source transaction.</p> <p><a href="http://developer.xero.com/documentation/api/v2-release-notes/#2.83" rel="nofollow noreferrer">http://developer.xero.com/documentation/api/v2-release-notes/#2.83</a></p> <p>Unfortunately it is not possible to filter the journals endpoint by accounting date. We&#39;ll look to address this with an improved journals reporting endpoint in future.</p></div></p> xero tag:xero.uservoice.com,2008-02-07:Event/20817948 2015-01-21T18:55:59-05:00 2015-01-21T18:55:59-05:00 API Overpayments &amp; Prepayments [updated] <p>See the latest comments on this below</p><p>Anonymous said:<br /><div class="typeset"><p>Is there any suggested solution/work around for the inability of allocating prepayment/overpayment. This has cause problems as this is very usual activities of our client&#39;s business</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/20787322 2015-01-19T07:49:38-05:00 2015-01-19T07:49:38-05:00 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>Greg Gage said:<br /><div class="typeset"><p>I really like Xero and the rich API set. However, I feel you could be a bit more transparent in the development process. Especially when you are asking us to vote on priorities. Can we please get an update? It has been 1 year since the this request was marked as planned, and 1/2 a year since the last update. Has development started? Do you need feedback or Case Scenarios? Beta testers?</p></div></p> Greg Gage tag:xero.uservoice.com,2008-02-07:Event/20780895 2015-01-18T14:54:31-05:00 2015-01-18T14:54:31-05:00 Expose Inventory Items Summary report [updated] <p>Currently the Inventory Items Summary report is not exposed yet via Xero API. Please vote so we can keep track the demand for it.</p><p>Robert Moskal said:<br /><div class="typeset"><p>This was asked a long time ago. Is there any plan to expose the current stock levels via the api?</p></div></p> Robert Moskal tag:xero.uservoice.com,2008-02-07:Event/20752574 2015-01-15T14:55:50-05:00 2015-01-15T14:55:50-05:00 Provide CreatedDateUTC <p>xero suggested:<br />Provide CreatedDateUTC element so invoices, manual journals etc can be filtered using the new element in similar way like UpdatedDateUTC</p> xero tag:xero.uservoice.com,2008-02-07:Event/20730427 2015-01-13T17:31:09-05:00 2015-01-13T17:31:09-05:00 Allow setting Expected Payment Date on modified invoices <p>Anonymous suggested:<br />The only way of modifying the Expected Payment Date via the API right now is to remove every payment first, then update the date and reapply the payments. We have customers paying via installments (of up to 30 payments) and it would seem a lot more logical to allow changing the Expected Payment Date. The reason why the Expected Payment Date is important to us is that we use it for cashflow forecasting.</p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/20717782 2015-01-12T15:39:06-05:00 2015-01-12T15:39:06-05:00 Differentiate Bank and Credit Card Account [updated] <p>The very well managed Xero API just made us surprised that there is no concrete way to differentiate a Credit Card and a bank account. They both are under account type Asset. Based on number of digits in the account number could not be an ideal way to differentiate these two. Requesting to provide a flag so that API users can credit or debit the amount to create Balance sheet.</p><p>Anonymous said:<br /><div class="typeset"><p>Several of our customers have run into this problem here too: </p> <p><a href="https://community.xero.com/business/discussion/3914613/" rel="nofollow noreferrer">https://community.xero.com/business/discussion/3914613/</a></p> <p>For our integration to work properly, we need the ability to distinguish bank accounts (that is, assets) from credit cards (that is, liabilities). I don&#39;t understand why they would be lumped together. Making assumptions based on the string length of the account number may work but is really brittle.</p> <p>Related though less important, the interface in Xero where the user is expected to click Add Bank Account to find the Add Credit Card option seems pretty unintuitive as well. I would expect users to think of bank accounts and credit cards as different things, rather than the latter being a subset of the former.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/20676918 2015-01-08T13:40:39-05:00 2015-01-08T13:40:39-05:00 update archived contacts <p>henzard kruger suggested:<br />Being able to update or unarchive contacts via the api</p> henzard kruger tag:xero.uservoice.com,2008-02-07:Event/20667101 2015-01-07T18:18:16-05:00 2015-01-07T18:18:16-05:00 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>Michael Tippett said:<br /><div class="typeset"><p>My client definitely needs this functionality.</p> <p>Big up vote from me.</p></div></p> Michael Tippett tag:xero.uservoice.com,2008-02-07:Event/20655731 2015-01-06T20:30:29-05:00 2015-01-06T20:30:29-05:00 Paging Feature for BankTransactions [is now completed] <p>Expanding the paging feature (currently only available for Contacts, Journals and Invoices) to other endpoints in particular BankTransactions would create huge functionality and alleviate the API call limits.</p> xero tag:xero.uservoice.com,2008-02-07:Event/20655730 2015-01-06T20:30:29-05:00 2015-01-06T20:30:29-05:00 Paging Feature for BankTransactions [updated] <p>Expanding the paging feature (currently only available for Contacts, Journals and Invoices) to other endpoints in particular BankTransactions would create huge functionality and alleviate the API call limits.</p><p>xero (admin) responded:<br /><div class="typeset"><p>We are please to confirm that the BankTransactions endpoint now supports paging: <a href="http://developer.xero.com/documentation/api/BankTransactions/#Paging" rel="nofollow noreferrer">http://developer.xero.com/documentation/api/BankTransactions/#Paging</a></p> <p>Work is underway to provide paging on the manual journals endpoint in the near future.</p></div></p> xero tag:xero.uservoice.com,2008-02-07:Event/20647383 2015-01-06T03:00:38-05:00 2015-01-06T03:00:38-05:00 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>Josh Hopkins said:<br /><div class="typeset"><p>Please release this soon Xero!!!</p></div></p> Josh Hopkins tag:xero.uservoice.com,2008-02-07:Event/20637108 2015-01-05T08:51:10-05:00 2015-01-05T08:51:10-05:00 provide API access to contact Statements! <p>Anonymous suggested:<br />I would like to get a contact&#39;s statement via API just like the case is for invoices.In the request, we provide contact name then the response is the statement of the contact.This will be a cool feature to have.</p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/20637085 2015-01-05T08:45:58-05:00 2015-01-05T08:45:58-05:00 Be able to retrieve &amp; e-mail statements to receivable accounts via the API [updated] <p>E-mailing updates to receivable accounts about their payments via the API would be very useful. Via the web interface, this is possible by sending a statement. API request is to be able to retrieve a statement report and email it via the API</p><p>Anonymous said:<br /><div class="typeset"><p>&#39;just like for invoices&#39;, this is a critical feature. </p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/20614659 2015-01-02T17:29:45-05:00 2015-01-02T17:29:45-05:00 Be able to GET the cash summary report via the API [updated] <p>George Batta said:<br /><div class="typeset"><p>Hugely important, guys!! It&#39;s one of the core financial statements, and it&#39;s critical for evaluating a firm&#39;s performance and financial health.</p></div></p> George Batta