tag:xero.uservoice.com,2008-02-07:/forums/5528-xero-api Xero Accounting API on UserVoice 2017-11-24T17:14:50+02:00 tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83501350 2017-11-24T17:14:50+02:00 Support for Inventory Adjustments <p>Add support for the inventory adjustments in the API. Currently you can effectively perform inventory adjustments via the API using invoices. See the tracked inventory guide for more info: http://developer.xero.com/documentation/api-guides/tracked-inventory-in-xero/ This request is to expose the specific inventory functionality in Xero via the API. </p><p>Alex Bowers said:<br /><div class="typeset"><p>To add a few details to this.</p> <p>Currently, in Xero you can track inventory of an item, and you can get the current stock level of an item using the Items API.</p> <p>However, you are not able to get the deltas of this using the modified-after header, since even if the stock changes (Via invoices, or adjustments), the Item UpdatedDateUTC is not modified, so you would have to fetch all items and compare within the system.</p> <p>This effectively means that Xero cannot be considered a source of truth for inventory or stock management, and cannot be relied upon to have correct information.</p></div></p> Alex Bowers tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83484241 2017-11-23T23:37:35+02:00 Be able to email approved invoices via the API <p>Anonymous said:<br /><div class="typeset"><p>fuck you</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83484190 2017-11-23T23:34:52+02:00 Be able to email approved invoices via the API [is now under review] Xero API tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83410246 2017-11-22T05:35:49+02:00 Approved Invoices:: Should have the facility to &quot;Revert it back to draft&quot; <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>Sarah said:<br /><div class="typeset"><p>I found a way to get around not having a 'revert to draft' feature. You can copy the invoice, then save it as a draft. Then go back into the approved invoices and delete the original. Its a bit fiddly, but better than re-doing the entire invoice to save it as a draft :-)</p></div></p> Sarah tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83402263 2017-11-22T01:28:41+02:00 Import bank statement lines via the API <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>+1</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83366593 2017-11-21T12:24:26+02:00 Repeating invoices via the API <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 update on this?</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83326714 2017-11-20T18:48:14+02:00 Allow case insensitive search on Item codes <p>Anonymous suggested:<br />Apparently there is an unique index on Item codes which is case insensitive, i.e. you can not create a different item with the same code with a different case. However the API doesn&#39;t allow case-insensitive search on item codes, which is really awkward. This is a big problem when you get an error when inserting a new item because of an earlier item with the same code but different case. It&#39;s very hard to find the original item in this case.</p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83311549 2017-11-20T08:29:39+02:00 Allow Bulk allocations via API <p>Right now, if we want to allocate multiple invoices to CreditNotes, the only possible way is to have an API call for individual Allocation. It would be very helpful if we could have a bulk Allocation API available. Where all the allocations can be made (One to Many or Many to Many) in a single API call.</p><p>Izanne Pretorius said:<br /><div class="typeset"><p>At CloudConvert we do conversions to Xero from other accounting packages and are running into the daily limit for large conventions. This takes a conversion that could have been done in 2 hours, to taking days instead because we need to wait for the next day to continue. Would love to see this added to the API!</p></div></p> Izanne Pretorius tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83307661 2017-11-20T04:42:11+02:00 Simpler BAS via Xero API <p>Anonymous said:<br /><div class="typeset"><p>Please allow the Simpler BAS to be accessed by Gov Reports ASAP</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83302795 2017-11-19T21:53:33+02:00 Simpler BAS via Xero API <p>Anonymous said:<br /><div class="typeset"><p>Please allow your simpler BAS reports to be accessed by Gov Reports ASAP. I use Gov Reports to track all my clients lodgements as they use multiple accounting platforms and it is far easier to have them all in one place than piecemeal across multiple software platforms.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83302792 2017-11-19T21:53:04+02:00 Simpler BAS via Xero API <p>Anonymous said:<br /><div class="typeset"><p>Please allow your simpler BAS reports to be accessed by Gov Reports ASAP. I use Gov Reports to track all my clients lodgements as they use multiple accounting platforms and it is far easier to have them all in one place than piecemeal across multiple software platforms.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83279401 2017-11-18T23:36:11+02:00 Simpler BAS via Xero API <p>Alee Cochrane said:<br /><div class="typeset"><p>Please allow your simpler BAS reports to be accessed by Gov Reports ASAP. I use Gov Reports to track all my clients lodgements as they use multiple accounting platforms and it is far easier to have them all in one place than piecemeal across multiple software platforms.</p></div></p> Alee Cochrane tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83183083 2017-11-16T22:24:07+02:00 Budget summary report by budget <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>Allan Davidson said:<br /><div class="typeset"><p>Can't believe a collaborative system such as this would limit such a feature</p></div></p> Allan Davidson tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83104441 2017-11-15T09:26:44+02:00 Simpler BAS via Xero API <p>Alison H said:<br /><div class="typeset"><p>Please allow your simpler BAS reports to be accessed by Gov Reports ASAP!</p></div></p> Alison H tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83102150 2017-11-15T07:46:28+02:00 Repeating invoices via the API <p>Be able to create and manage repeating invoices (http://help.xero.com/#Accounts_RepeatingInvoice) via the API. </p><p>Patrick O&#39;Connor said:<br /><div class="typeset"><p>Any updates on this please. We have at least 5 customers that want us to do this for them. </p></div></p> Patrick O'Connor tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/83030497 2017-11-14T00:30:43+02:00 Simpler BAS via Xero API <p>Anonymous said:<br /><div class="typeset"><p>Please allow your simpler BAS reports to be accessed by Gov Reports immediately.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82999075 2017-11-13T07:26:27+02:00 Simpler BAS via Xero API <p>Rebecca Lanigan said:<br /><div class="typeset"><p>Please allow simpler BAS to access Gov Reports ASAP.</p></div></p> Rebecca Lanigan tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82868137 2017-11-09T02:06:41+02:00 Simpler BAS via Xero API <p>RBS said:<br /><div class="typeset"><p>Please allow simpler BAS to access Gov Reports ASAP.</p> <p>I prefer to use Gov Reports for all my clients to have them all in one location for tracking.</p></div></p> RBS tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82865170 2017-11-09T01:09:36+02:00 Simpler BAS via Xero API <p>Carmel Kelley said:<br /><div class="typeset"><p>Please allow simpler BAS to access GovReports ASAP</p></div></p> Carmel Kelley tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82822951 2017-11-08T06:56:13+02:00 Approved Invoices:: Should have the facility to &quot;Revert it back to draft&quot; <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>still no luck</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82804912 2017-11-07T21:11:03+02:00 Reconcile via the API <p>Be able to reconcile bank statement lines via the API.</p><p>Robert said:<br /><div class="typeset"><p>+1. Let's get 'er done!</p></div></p> Robert tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82802521 2017-11-07T20:05:49+02:00 when contacts are merged show this status for the API <p>When merging contacts the system seems to treat them as a delete so we can’t differentiate them from a full delete. Ideally they should show a status of merged and the ID of the contact they were merged with that way we could perform the same action in the CRM of merging the contacts history rather than deleting them.</p><p>Jose Ricardo said:<br /><div class="typeset"><p>It seems there's an upcoming webhook for contact updates: <a rel="nofollow noreferrer" href="https://developer.xero.com/documentation/webhooks/overview">https://developer.xero.com/documentation/webhooks/overview</a></p> <p>Not sure if merges will be included. It would be amazing if they were.</p></div></p> Jose Ricardo tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82802374 2017-11-07T20:02:56+02:00 when contacts are merged show this status for the API <p>When merging contacts the system seems to treat them as a delete so we can’t differentiate them from a full delete. Ideally they should show a status of merged and the ID of the contact they were merged with that way we could perform the same action in the CRM of merging the contacts history rather than deleting them.</p><p>Jose Ricardo said:<br /><div class="typeset"><p>9 years birthday is approaching :tada:</p></div></p> Jose Ricardo tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82759066 2017-11-06T23:06:07+02:00 Simpler BAS via Xero API <p>Daniela said:<br /><div class="typeset"><p>Please allow simpler BAS to access GovReports ASAP </p></div></p> Daniela tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82668973 2017-11-03T20:04:19+02:00 Add Ref/Cheque Number to Payments API <p>Joe said:<br /><div class="typeset"><p>This does not seem to be working. Is this in the current version of the api?</p></div></p> Joe tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82667761 2017-11-03T19:33:17+02:00 History &amp; Notes <p>Expose invoice History &amp; Notes through the API</p><p>Anonymous said:<br /><div class="typeset"><p>Just switching to Xero and really missing this feature provided by previous provider. The lack of it on your system makes my invoices look so un-professional - so hope you will really reassess this feature in the New Year.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82635259 2017-11-03T01:39:16+02:00 Budget summary report by budget <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>Carol Wilkinson said:<br /><div class="typeset"><p></p> <p>Couldn't believe budget reporting by department (tracking category) was not permitted for Xero add ons like Spotlight.</p> <p>What is the point of Tracking if it cant be used in add ons - major shortfall from a reporting perspective and needs to be addressed urgently pleaseeee </p></div></p> Carol Wilkinson tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82629904 2017-11-02T22:47:21+02:00 Be able to email approved invoices via the API <p>Dom said:<br /><div class="typeset"><p>+1</p></div></p> Dom tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82593349 2017-11-02T04:05:43+02:00 Import bank statement lines via the API <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>Dedy said:<br /><div class="typeset"><p>+1</p></div></p> Dedy tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82590694 2017-11-02T01:50:58+02:00 be able to retrieve account transactions via the api. [is now under review] <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> Xero API tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82555798 2017-11-01T09:47:55+02:00 Simpler BAS via Xero API <p>Anonymous said:<br /><div class="typeset"><p>Please allow Simpler BAS to access GovReports</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82555456 2017-11-01T09:19:07+02:00 Simpler BAS via Xero API <p>Anonymous said:<br /><div class="typeset"><p>Please allow Simpler BAS to access GovReports. <br />I refer to run all my clients; Xero, MYOB, Reckon and QBO, through GovReports so that they are all in one place and I can keep track of them.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82551904 2017-11-01T04:46:28+02:00 Simpler BAS via Xero API <p>Anonymous said:<br /><div class="typeset"><p>Please allow Simpler BAS to access GovReports</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82551061 2017-11-01T03:34:12+02:00 Simpler BAS via Xero API <p>Megan Clapham said:<br /><div class="typeset"><p>Please allow Simpler BAS to access GovReports</p></div></p> Megan Clapham tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82510315 2017-10-31T05:21:30+02:00 Simpler BAS via Xero API <p>Anonymous said:<br /><div class="typeset"><p>Please allow Simpler BAS to access GovReports</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82490992 2017-10-30T20:57:25+02:00 integrate google wallet with xero bank account and payment system <p>google wallet now allows customer send funds (from credit/debit or bank account) to a business google wallet. I&#39;d like to have xero recognize google wallet as a bank account, so it could receive transactions from it. in addition, we&#39;d like to be able to make payments (payroll included) using google wallet thanks for considering PS. as it stands now, a third party can not write such an integration because the Xero API for banking/payment is not available. If this request is not considered, alternative suggestion is to introduce new Xero APIs so this integration could be done by a third party</p><p>Anonymous said:<br /><div class="typeset"><p>3 years passed and not even a comment from developer? I wonder now if Xero is worth my time.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82484704 2017-10-30T18:24:20+02:00 Import bank statement lines via the API <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>Matt said:<br /><div class="typeset"><p>Any update on this? Was looking to build a script to import Transferwise borderless account transactions as there seems to be no update from Xero on this being built.</p> <p>However now I realise we can't even do this?</p></div></p> Matt tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82468222 2017-10-30T07:51:58+02:00 Simpler BAS via Xero API <p>Daniela said:<br /><div class="typeset"><p>Hi XERO <br />Can you please advise when this is scheduled please to be completed?</p></div></p> Daniela tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82465771 2017-10-30T04:39:20+02:00 Quotes via the API <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Alan McGill said:<br /><div class="typeset"><p>I have three companies using Xero and Act is an important part of my operation. <br />please give this matter of being able to create Quotes some priority.</p></div></p> Alan McGill tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82465696 2017-10-30T04:31:59+02:00 Quotes via the API <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>Under Review with the Admin comment in September 2016 of; "reassess the priority of this in the New Year". <br />So it is almost November 2017 - any updates?</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82464400 2017-10-30T02:28:26+02:00 Reconcile via the API <p>Be able to reconcile bank statement lines via the API.</p><p>Ross said:<br /><div class="typeset"><p>Yes please - we can do this Automatically</p></div></p> Ross tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82463191 2017-10-30T00:44:11+02:00 Simpler BAS via Xero API <p>Sandeep said:<br /><div class="typeset"><p>Hi Team,</p> <p>Do you have any timeframe to implement simpler BAS via Xero API? </p></div></p> Sandeep tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82441882 2017-10-29T03:59:12+02:00 Simpler BAS via Xero API <p>Anonymous said:<br /><div class="typeset"><p>Simpler BAS via Xero API - Yes please would make my life much easier, less room for error! Come on Xero!!</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82417087 2017-10-27T23:43:06+02:00 Reconcile via the API <p>Be able to reconcile bank statement lines via the API.</p><p>Chris Rutherfurd said:<br /><div class="typeset"><p>The many comments in here seem to indicate that appetite is in reference to the number of developers wanting the feature, my reading of the Xero declined status is that while they understand it is desired they don't wish to add it at this point in time.</p> <p>On one hand I can understand where they are coming from. The whole point of the API is to support integration with third party systems in order to feed data into Xero and pull it out again but it isn't, from my point of view, to replace the main user interface. If Xero took a feature such as the reconcile feature and made it available through the API basically everything that a user would be able to do through Xero they would be able to do through the API. Should that happen basically Xero would largely become a simple finance engine to be built into third party software.</p> <p>I see the API as a very useful tool to allow developers such as myself to integrate business software into Xero so we can feed data (customers, invoices, bills, etc) into Xero so that our financial management is done well, and even to pull data back out of Xero (bills paid, invoices paid, etc) however I don't feel that the API should be used as a complete replacement for the UI as there are still a great number of things that a user may need to do through Xero for financial management tasks which should be done directly through Xero rather than being tied into third party software.</p></div></p> Chris Rutherfurd tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82379716 2017-10-27T06:31:01+02:00 Add visibility of Quotes to the Main dashboard - Alongside Invoices. <p>Add visibility of quotes summary to the Main dashboard - either under: &quot;Invoices owed to you&quot; - replacing &quot;draft invoices&quot; or adding alongside &quot;draft invoices&quot;. or a stand alone &quot;Quotes Summary&quot; section Now we are using quotes - we have no further need to use &quot;draft invoices&quot;. But have No visibility of quotes from the Main Dashboard. </p><p>Liz said:<br /><div class="typeset"><p>I agree whole heartedly. We always need to go straight to quotes and find it a painful process to do so in Xero. Dashboard absolutely needs to Quotes</p></div></p> Liz tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82366081 2017-10-26T23:12:23+02:00 Notify URL When Stuff Changes in Xero - Webhooks <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>Abraham Steinberg said:<br /><div class="typeset"><p>Any estimate when the invoice webhooks will be in beta?</p></div></p> Abraham Steinberg tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82321561 2017-10-26T01:12:04+02:00 Import bank statement lines via the API <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>Trent Allday said:<br /><div class="typeset"><p>Crazy that this is not possible...</p></div></p> Trent Allday tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82288522 2017-10-25T14:31:28+02:00 Simpler BAS via Xero API <p>Anonymous said:<br /><div class="typeset"><p>We need your vote to request XERO BAS Export for Simpler BAS via API</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82218919 2017-10-24T20:00:13+02:00 Be able to retrieve &amp; e-mail statements to receivable accounts via the API <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>Yvan said:<br /><div class="typeset"><p>Was looking at doing myself a little Xero dev project for my business and was surprised to find this seemingly trivial thing missing from the API. We can download PDF invoices, why on Earth not statements (esp in PDF). </p> <p>The key use-case for this is wanting programmatic access to statements that are formatted identical to those we download from the Xero website.</p></div></p> Yvan tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/82163278 2017-10-23T19:54:50+02:00 Allow reverting allocations for Credit Notes and Overpayments via API <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>This is a huge functionality hole for recognizing bad debt in Xero. The scenario is simple: credit is issued against an invoice, and the invoice later fails for bad debt. The credit is then applied to another invoice, which is not possible. </p> <p>Please prioritize this FR.</p></div></p> Anonymous