tag:xero.uservoice.com,2008-02-07:/forums/5528-xero-api Xero Accounting API on UserVoice 2017-03-26T04:41:12-04:00 tag:xero.uservoice.com,2008-02-07:Event/45022357 2017-03-26T04:41:12-04:00 2017-03-26T04:41:12-04:00 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 2017-03-26T04:14:43-04:00 2017-03-26T04:14:43-04:00 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 2017-03-24T07:18:47-04:00 2017-03-24T07:18:47-04:00 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 2017-03-23T22:29:38-04:00 2017-03-23T22:29:38-04:00 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 2017-03-23T13:26:30-04:00 2017-03-23T13:26:30-04:00 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 2017-03-22T23:05:40-04:00 2017-03-22T23:05:40-04:00 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 2017-03-22T10:00:47-04:00 2017-03-22T10:00:47-04:00 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 2017-03-22T07:48:05-04:00 2017-03-22T07:48:05-04:00 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 2017-03-21T23:51:52-04:00 2017-03-21T23:51:52-04:00 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 2017-03-20T21:20:58-04:00 2017-03-20T21:20:58-04:00 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 2017-03-20T17:41:43-04:00 2017-03-20T17:41:43-04:00 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 2017-03-19T23:13:32-04:00 2017-03-19T23:13:32-04:00 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 2017-03-19T22:51:22-04:00 2017-03-19T22:51:22-04:00 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 2017-03-19T15:06:19-04:00 2017-03-19T15:06:19-04:00 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 2017-03-18T09:04:41-04:00 2017-03-18T09:04:41-04:00 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 2017-03-16T23:16:39-04:00 2017-03-16T23:16:39-04:00 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 2017-03-16T22:35:32-04:00 2017-03-16T22:35:32-04:00 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 2017-03-16T20:12:11-04:00 2017-03-16T20:12:11-04:00 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 2017-03-15T08:04:43-04:00 2017-03-15T08:04:43-04:00 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 2017-03-12T21:53:27-04:00 2017-03-12T21:53:27-04:00 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 2017-03-10T00:17:36-05:00 2017-03-10T00:17:36-05:00 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 2017-03-09T04:55:44-05:00 2017-03-09T04:55:44-05:00 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 2017-03-09T01:35:51-05:00 2017-03-09T01:35:51-05:00 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 2017-03-08T23:28:32-05:00 2017-03-08T23:28:32-05:00 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>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 2017-03-08T21:12:19-05:00 2017-03-08T21:12:19-05:00 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 2017-03-08T03:07:09-05:00 2017-03-08T03:07:09-05:00 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 tag:xero.uservoice.com,2008-02-07:Event/44508529 2017-03-06T20:15:28-05:00 2017-03-06T20:15:28-05:00 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 update on this feature?</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44484346 2017-03-05T21:07:56-05:00 2017-03-05T21:07:56-05:00 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>Leigh Barnes said:<br /><div class="typeset"><p>Is there any update regarding moving to OAuth 2.0?</p></div></p> Leigh Barnes tag:xero.uservoice.com,2008-02-07:Event/44434015 2017-03-03T04:38:11-05:00 2017-03-03T04:38:11-05:00 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>Daniel Bull said:<br /><div class="typeset"><p>This is a pretty serious issue for us. Currently we have no way to fetch PO's for a customer other than retrieve page after page of them until we find the ones we are looking for.</p> <p>After seeing the where filter it in the other major modules I'm surprised its missing from PO's?</p></div></p> Daniel Bull tag:xero.uservoice.com,2008-02-07:Event/44410048 2017-03-02T07:52:03-05:00 2017-03-02T07:52:03-05:00 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>Gavin Henry said:<br /><div class="typeset"><p>KashFlow can't do this. In fact every SaaS accountancy platform out there can't do this. Why? Totally pointless API with out it. How can businesses scale without edit a recurring invoice or some type of charge to be added to an recurring invoice before it's generated?</p> <p>JBilling does this and BillRun, but they are billing platform not accountancy platforms.</p></div></p> Gavin Henry tag:xero.uservoice.com,2008-02-07:Event/44404096 2017-03-01T23:05:21-05:00 2017-03-01T23:05:21-05:00 Ability to send a sales invoice from Xero to Xero via API [updated] <p>To be clear this is about sending invoices to a contact via their Xero network key: https://help.xero.com/uk/SalesInvoiceX2X. This is distinct from sending invoices via email: http://xero.uservoice.com/forums/5528-xero-core-api/suggestions/1930769-be-able-to-email-approved-invoices-via-the-api</p><p>Anonymous said:<br /><div class="typeset"><p>Would love to have this please.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44404048 2017-03-01T23:02:19-05:00 2017-03-01T23:02:19-05:00 Be able to email approved invoices via the API [updated] <p>Anonymous said:<br /><div class="typeset"><p>we need this so we can send invoice to customers via the Xero Network from the API. So yes please!</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44396878 2017-03-01T19:33:02-05:00 2017-03-01T19:33:02-05:00 Smart lists via API [updated] <p>Expose the new smart lists feature via the API (more info here: https://www.xero.com/tv/video/?id=5986-smart-lists-in-xero)</p><p>Will said:<br /><div class="typeset"><p>This would be perfect for tracking things in a Dashboard... just the ability to calculate the number of customers on a specific list would be great</p> <p>E.g. <br />- Number of active clients <br />- Number of clients spending &gt;$XXXX</p></div></p> Will tag:xero.uservoice.com,2008-02-07:Event/44377840 2017-03-01T00:41:35-05:00 2017-03-01T00:41:35-05:00 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>Anonymous said:<br /><div class="typeset"><p>Being able to report/forecast by tracking category in the add-on reporting software is critical to meet our customer needs. Is there a plan to provide this capability?</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44357881 2017-02-28T09:05:45-05:00 2017-02-28T09:05:45-05:00 Quotes via the API [updated] <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Vivek Sharma said:<br /><div class="typeset"><p>Good Afternoon;</p> <p>Can this feature for the API be enabled soon? we have two current customers who could benefit from this that would open the door to future business opportunities.</p></div></p> Vivek Sharma tag:xero.uservoice.com,2008-02-07:Event/44354776 2017-02-28T04:53:44-05:00 2017-02-28T04:53:44-05:00 Connect multiple Shopify store feeds from one organisation <p>Steve England suggested:<br />Lots of business have multiple Shopify stores, buy at present we can only use one feed from one shop. This means we still have to manually input data from one store and can&#39;t upscale using the system. I am sure there are many other retailers with a similar problem.</p> Steve England tag:xero.uservoice.com,2008-02-07:Event/44352928 2017-02-28T02:05:50-05:00 2017-02-28T02:05:50-05:00 History &amp; Notes [updated] <p>Expose invoice History &amp; Notes through the API</p><p>Anonymous said:<br /><div class="typeset"><p>Any Updates?</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44339527 2017-02-27T15:34:24-05:00 2017-02-27T15:34:24-05:00 Quotes via the API [updated] <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Vasu said:<br /><div class="typeset"><p>Hello folks, <br />Is there any update here? I understand the coolness of webhooks and developer portal (I am one myself). I also happen to be in the unfortunate position of having recommended Xero because of the API support. Can't export quotes in our business == move elsewhere. Please help. </p></div></p> Vasu tag:xero.uservoice.com,2008-02-07:Event/44311477 2017-02-25T23:25:18-05:00 2017-02-25T23:25:18-05:00 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>Aaron Angel said:<br /><div class="typeset"><p>Despite more votes, you have downgraded this from "planned" to "under review." What exactly is there to review? You've had years to take care of this. It has been requested for years. Your team is really slacking, here. Do you need some help writing this? It can't be that difficult.</p></div></p> Aaron Angel tag:xero.uservoice.com,2008-02-07:Event/44309869 2017-02-25T19:39:18-05:00 2017-02-25T19:39:18-05:00 Reconcile via the API [updated] <p>Be able to reconcile bank statement lines via the API.</p><p>Steve said:<br /><div class="typeset"><p>I look after a non-profit sporting organisation and I have to manually reconcile about 20,000 paypal transactions every year and it's killing me. There are many transactions per day with the same amount so the suggested matches are not always much use. We automatically create invoices that include the paypalID so what we really need is some way to strictly enforce simple string matching on the Paypal ID when Xero makes matching suggestions or an automatic process controlled by user definable rules, perhaps via the cash coding console. I understand that there might be widely varying requirements here, so if this sort of automatic reconciliation is not possible, at least let us write our own using the API.</p></div></p> Steve tag:xero.uservoice.com,2008-02-07:Event/44303728 2017-02-25T09:19:42-05:00 2017-02-25T09:19:42-05:00 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>Joseph Nelson said:<br /><div class="typeset"><p>Additionally the mobile phone field should be attached to the multiple, but individual contacts for a particular company. <br />The mobile phone line is in with the main business information and a cellular phone is unique to the individual. It should be attached to the name and title of the individual within a company. </p></div></p> Joseph Nelson tag:xero.uservoice.com,2008-02-07:Event/44303716 2017-02-25T09:17:57-05:00 2017-02-25T09:17:57-05:00 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>Joseph Nelson said:<br /><div class="typeset"><p>I CANNOT EMPHASIZE TOMYOU ALL ENOUGH HOW CRITICAL this option is. <br />It has been far too long since this was a thought of creation and mothers are far too many people who have expressed interest in this piece. This must be fast tracked in the API. We beg of you. </p></div></p> Joseph Nelson tag:xero.uservoice.com,2008-02-07:Event/44269972 2017-02-23T16:28:34-05:00 2017-02-23T16:28:34-05:00 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>Intuit Quickbooks &amp; MYOB ARL both have this feature in their API. Xero is the innovator so please bring it in ASAP</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44256508 2017-02-23T06:21:50-05:00 2017-02-23T06:21:50-05:00 Contact&#39;s &amp; Supplier&#39;s Transaction Report? <p>S N Mishra suggested:<br />How can I get Contact&#39;s and Supplier&#39;s Transactions Report like general ledger? </p> S N Mishra tag:xero.uservoice.com,2008-02-07:Event/44255071 2017-02-23T04:36:49-05:00 2017-02-23T04:36:49-05:00 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>D Hoare said:<br /><div class="typeset"><p>We would like this too please</p></div></p> D Hoare tag:xero.uservoice.com,2008-02-07:Event/44185750 2017-02-20T08:24:30-05:00 2017-02-20T08:24:30-05:00 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>Completely understand that Xero can only work on so many things at once, but Quotes as a basic necessity for 1000's or industries and therefore so is the quotes api. We are a creative agency so we send a quote based on a brief, then send and invoice once the quote is agreed (standard practice). No quotes api means we double key everything in our CRM and in Xero. We're now looking to Xero alternatives du to this lack of basic functionality. And don't get me started on the fudge that you have to go through to invoice a 50% commencement fee on an invoice. Please sort this out XERO</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44132575 2017-02-16T22:04:18-05:00 2017-02-16T22:04:18-05:00 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>We are expanding our online subscription to be cross-border and in order to manage the increase in volume we need to avoid the manual creation of the recurring invoices.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:Event/44115730 2017-02-16T09:52:10-05:00 2017-02-16T09:52:10-05:00 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>S White said:<br /><div class="typeset"><p>please add this feature! It is vital if you are using spotlight </p></div></p> S White tag:xero.uservoice.com,2008-02-07:Event/44070763 2017-02-14T18:09:01-05:00 2017-02-14T18:09:01-05:00 Currently I can assign an expense to a customer when reconciling. I can&#39;t match a reconciliation to a previously invoiced expense. <p>Jon suggested:<br />Currently I can assign an expense to a customer during reconciliation and apply it when invoicing. I want to be able to do this in reverse. I want to be able to invoice the customer first, and have the expense to be paid on behalf of the customer come up as an option during reconciliation. I understand I can do something like that by creating a bill, but it&#39;s tedious. </p> Jon tag:xero.uservoice.com,2008-02-07:Event/44026639 2017-02-13T11:54:29-05:00 2017-02-13T11:54:29-05:00 Payment Terms: expose organisation and contact default due dates [updated] <p>Expose the organisation and contact default due dates on GET Organisation and GET Contact respectively. Xero now supports setting default due dates on an organisation wide or per contact basis.</p><p>EntryRocket said:<br /><div class="typeset"><p>Since this idea was to only expose the due date preferences in Organisation and Contact API responses, but not to actually apply them on the Bills and Invoices, I've added another idea that actually specifically asks for that.</p> <p>So anyone that wants to have same Due Date logic on API and manually created invoices should vote on it here: <a rel="nofollow noreferrer" href="https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/18101464-apply-same-invoice-due-date-logic-like-in-the-ui">https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/18101464-apply-same-invoice-due-date-logic-like-in-the-ui</a></p></div></p> EntryRocket