tag:xero.uservoice.com,2008-02-07:/forums/5528-xero-api Xero Accounting API on UserVoice 2018-02-19T08:15:53-05:00 tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86708752 2018-02-19T08:15:53-05:00 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>This is a vital API for our finance integration and automation, please reconsider the priority of this API asap</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86706793 2018-02-19T06:51:17-05:00 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>Guys, please provide a simple way for us to report on quotes details? Nothing fancy, even just a csv dump of quotes. The absence of this really makes life difficult when you're trying to manage large volumes of quotes.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86692561 2018-02-18T16:01:00-05:00 allow notes in invoice output <p>there are some situations where it&#39;s useful to add a note to an invoice that&#39;s include in the invoice PDF. e.g a message about the reverse charge VAT treatment for EC customers. I would guess there&#39;s more exceptions like this where a note would be useful.</p><p>Anonymous said:<br /><div class="typeset"><p>This is a crucial requirement.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86614486 2018-02-16T06:00:27-05:00 Quotes via the API <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Bruce Griffin said:<br /><div class="typeset"><p>Please can you add this, it's key for our automation.</p></div></p> Bruce Griffin tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86575498 2018-02-15T05:55:42-05:00 Creating Repeating Journals via API <p>Yaroslav suggested:<br />Be able to create and manage repeating journals via API</p> Yaroslav tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86425666 2018-02-11T06:24:25-05:00 Expose more invoice reminder settings <p>The only invoice reminder setting exposed via the API is whether reminders are enabled for the organisation. This request is to expose more invoice reminder settings (e.g. rules, templates). Please let us know in the comments which settings you&#39;d like exposed and whether you&#39;d like to update them as well as retrieve them.</p><p>Darren Grayson said:<br /><div class="typeset"><p>I echo these requests to be able to turn reminders off. We use direct debit to collect some (but not all) invoices, so it's not appropriate to send reminders for these.</p></div></p> Darren Grayson tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86402764 2018-02-10T09:13:47-05:00 allow notes in invoice output <p>there are some situations where it&#39;s useful to add a note to an invoice that&#39;s include in the invoice PDF. e.g a message about the reverse charge VAT treatment for EC customers. I would guess there&#39;s more exceptions like this where a note would be useful.</p><p>Vinay said:<br /><div class="typeset"><p>In a food delivery app client asked me to store driver who received the cash alongwith the invoice in xero this api is just what i need </p></div></p> Vinay tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86360890 2018-02-09T01:15:07-05:00 be able to retrieve account transactions via the api. <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>Need this one too!</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86360887 2018-02-09T01:14:51-05:00 be able to retrieve account transactions via the api. <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>Need this one too!</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86357323 2018-02-08T21:29:36-05:00 Quotes via the API <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Bryan Douglas-Henry said:<br /><div class="typeset"><p>I've read the comments and am saddened by the lack of attention from Xero on this 'seemingly simple' piece of tech - that will add the WORLD of difference to our automation.</p> <p>When you build it, please include it in the Zapier API. Thanks :) </p></div></p> Bryan Douglas-Henry tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86353105 2018-02-08T17:56:48-05:00 Quotes via the API <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Maj said:<br /><div class="typeset"><p>Please for all that is mercy add quotes to the api. We will need to go with another app if not!</p></div></p> Maj tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86345032 2018-02-08T14:08:27-05:00 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>Anonymous said:<br /><div class="typeset"><p>This is critical for us and in reality if we cant do this we need to find out a platform that can </p> <p>We need to be able to export into Spotlight and decide which Budget we can import <br />Just like we you can choose cost centre or consultant </p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86340781 2018-02-08T12:28:30-05:00 Call a webhook when a Quote is accepted <p>Neil Syrett suggested:<br />When a quote is accepted by a customer, add the option to call a webhook. This would allow for integration with job tracking software and a secondary call to the quote API (https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/7040008-quotes-via-the-api) would allow me to retrieve the relevant information (customer, description, line items etc) in order to generate a job sheet for the accepted quote with all the relevant data for workers to begin the job.</p> Neil Syrett tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86324056 2018-02-08T02:21:48-05:00 Memorized Reports access through API <p>Anonymous suggested:<br />Customised reports (Memorised reports templates/Save Report templates) created in XERO account should be available through API Call.</p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86237827 2018-02-05T19:12:39-05:00 Support for Batch Payments <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>Please add this feature as soon as possible.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86233093 2018-02-05T16:22:10-05:00 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>Karl Bruen said:<br /><div class="typeset"><p>The dashboard desperately needs to show a quotes tab for quick access to new and existing quotes! Just a link is all it needs, you can’t make sales all the time without quotes and yet it’s almost hidden on there! </p></div></p> Karl Bruen tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86203150 2018-02-05T05:03:31-05:00 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>Marius said:<br /><div class="typeset"><p>Hi Admin, where can we see this public roadmap?</p> <p>And +1 to all that Andrew wrote! We're forced to do the same.</p> <p>At one point though, the cost of manual labour to reconcile vs the price of a competitor that has a decent API will fall out of balance. I hope we can avoid this situation and get the API developed! :)</p></div></p> Marius tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86203141 2018-02-05T05:02:44-05:00 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>Marius said:<br /><div class="typeset"><p>Hi Admin, where can we see this public roadmap?</p> <p>And +1 to all that Andrew wrote! We're forced to do the same. </p> <p>At one point though, the cost of manual labour to reconcile vs the price of a competitor that has a decent API will fall out of balance. I hope we can avoid this situation and get the API developed! :)</p></div></p> Marius tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86195821 2018-02-04T19:20:03-05:00 Be able to email approved invoices via the API <p>Alberto said:<br /><div class="typeset"><p>+ 1 for this. We are integrating Braintree to Xero via Zapier, and currently we cannot send invoice via email or download it, making the integration useless.</p></div></p> Alberto tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86068141 2018-01-31T17:22:30-05:00 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>Anonymous said:<br /><div class="typeset"><p>I would welcome the ability to import multiple budget data into spotlight</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/86031229 2018-01-31T03:07:53-05:00 Reconcile via the API <p>Be able to reconcile bank statement lines via the API.</p><p>Doug Pickering said:<br /><div class="typeset"><p>I am more interested in being able to bulk "unreconcile" transactions. If a facility existed to make this functionality to be able to be selected by account it would be really useful. In our case, PayPal transactions number thousands and loads have the incorrect tax code. This would really help to allow them to be recoded easily.</p></div></p> Doug Pickering tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85977013 2018-01-29T21:31:45-05:00 History &amp; Notes <p>Expose invoice History &amp; Notes through the API</p><p>Anonymous said:<br /><div class="typeset"><p>Just started using Xero and am shocked and disappointed this is not available. Comments section would be a huge plus. So simple?</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85964527 2018-01-29T15:12:11-05:00 Quotes via the API <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Scott said:<br /><div class="typeset"><p><a rel="nofollow noreferrer" href="https://i.imgur.com/dHk2O0f.gif">https://i.imgur.com/dHk2O0f.gif</a></p></div></p> Scott tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85962361 2018-01-29T14:25:01-05:00 Quotes via the API <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Jonathan Moore said:<br /><div class="typeset"><p>Given that there are some big gaps in Xero's Quote functionality, opening up the Quote API is an *absolute* necessity. <br />We need to be able to rely on Xero for the entire workflow from Quote to Invoice and without access to the Quote API we can't. <br />PLEASE do something about it... however it looks like its been on the radar for 3 years now! </p></div></p> Jonathan Moore tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85805422 2018-01-24T17:40:32-05:00 Quotes via the API <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Xact Software said:<br /><div class="typeset"><p>Don't hold your breath fellow brethren, it has been "under review" since 2016. <br />;-) </p></div></p> Xact Software tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85790275 2018-01-24T11:46:17-05:00 Enable copying of purchase orders to bills <p>Adrian Hooper suggested:<br />Currently the Xero UI allows users to copy a purchase order to a bill which is useful for tracking an order through to payment. This functionality however is not present in the API. The API also does not provide any reference between a bill created in this way and the original PO, so it is impossible to determine whether or not a Bill was created in this way. I propose that the API enables a few things: - Provide the bill/invoice/purchase order ID with the original purchase order. This ID would be the newly created records ID and allows us to know where a purchase order was copied - Provide the original purchase order ID in the newly created record so we know which purchase order was copied - Allow purchase orders to be copied. This could be done very simply by adding a purchase order ID property to the creation of a bill/invoice/purchase order. This is crucial for us to implement a feature we&#39;re working on. The only way around this is either to force the users to perform the action within Xero directly, or have them void a purchase order a create a new bill. Neither solution is suitable, as they either completely lose the trail of the purchase, or they have a poor user experience and we then have no way of correctly tracking the data which causes issues on our end</p> Adrian Hooper tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85775587 2018-01-24T03:23:24-05:00 Quotes via the API <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Abel Buko said:<br /><div class="typeset"><p>PLEASE!!! Need this so badly! </p></div></p> Abel Buko tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85765213 2018-01-23T20:03:29-05:00 AccountID to come across with Payments when getting Invoices from Xero API. <p>Anonymous suggested:<br />Hi there, At most when I am doing a GET for Invoice details; the payment details that come across do not have the AccountID This is the maximum amount of information I am ever getting from a Payment on an Invoice PaymentID =&gt; 22974891-3689-4694-9ee7-fd2ba917af55 Date =&gt; 2017-10-18T00:00:00 Amount =&gt; 148.50 Reference =&gt; Chq 409 But if I do a Get on the Payment ID I can grab the full details; Can we get the AccountID to appear within the Payments array of a GET Invoice request? Thanks</p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85687042 2018-01-22T00:43:14-05:00 Add page size/limit to paging GET requests <p>It would be useful to be able to specify the page size when executing paging requests for the various API GET resources. Currently, the page size is 100, but can&#39;t be changed. The issue is that 100 records can still be a long callout if that includes related information. Being able to do something like: /Invoices?page=1&amp;pageSize=50 Or similar would be handy!</p><p>Mikail said:<br /><div class="typeset"><p>I need this feature too</p></div></p> Mikail tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85680808 2018-01-21T16:27:30-05:00 Quotes via the API <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Mike said:<br /><div class="typeset"><p>Really need this feature! Would like to have a quote list in Klipfolio.</p></div></p> Mike tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85595980 2018-01-18T20:01:47-05:00 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>We really need this feature ASAP. My ONLY reason to move to Xero was the API level integration that it had promised. Missing this ability is a serious setback.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85560883 2018-01-17T21:13:07-05:00 Reconcile via the API <p>Be able to reconcile bank statement lines via the API.</p><p>anonymous said:<br /><div class="typeset"><p>+1</p></div></p> anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85558258 2018-01-17T18:49:00-05:00 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>Jonathan Papworth said:<br /><div class="typeset"><p>The response to my query about this was that I should develop my own recurring invoices function and post the invoices to Xero each time they are due. Of course I could do this - I could write a complete accounting system for me - but then I would be mad to - I pay a bit of money every month to use Xero. Why on earth would any sane person write a bespoke recurring invoices application when there are so many on the market already in existence. Please simply just create the API's so I can use the one I am already paying for.</p></div></p> Jonathan Papworth tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85471513 2018-01-15T17:35:16-05:00 Add Reference field to BankTransfer end point <p>Gabe suggested:<br />It would be very useful to be able to add a reference field to Bank Transfers. We are using the API to create many Bank Transfer transactions and many of them have the same date and dollar amount, making them nearly impossible to reconcile. Simply exposing the reference field would solve this issue.</p> Gabe tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85471474 2018-01-15T17:33:08-05:00 Add Reference field to BankTransfer end point <p>Gabe suggested:<br />It would be very useful to be able to add a reference field to Bank Transfers.</p> Gabe tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85462249 2018-01-15T12:13:35-05:00 Reconcile via the API <p>Be able to reconcile bank statement lines via the API.</p><p>Gabe said:<br /><div class="typeset"><p>We use Stripe to process credit card payments. When Stripe transfers over the balance into our bank account, doing the reconciliation in Xero is complicated and time-consuming. We've used the API to create Spend Money transactions for the Stripe fees and then Bank Transfer transactions from our Stripe "bank account" to our Checking account. These transactions are not auto-reconciled and it's a manual and time-consuming process to reconcile them. I believe reconciling via API could solve that problem. Or creating a ToAccountIsReconciled and FromAccountIsReconciled parameter on the BankTransfer endpoing would solve that as well.</p></div></p> Gabe tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85451845 2018-01-15T07:21:17-05:00 Allow Tracking categories and options to be specified by GUID when using the API <p>If a tracking category name or option name is changed then often this isn&#39;t picked up when bulk approving invoices and invoices get entered with missing tracking categories</p><p>Ash G said:<br /><div class="typeset"><p>+1. This is just basic development best practices to use an ID rather than a label.</p></div></p> Ash G tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85450999 2018-01-15T06:46:09-05:00 allow fine grained permissions <p>I&#39;d like to be able to generate multiple API keys for myself, but be able to control the permissions for each of these keys. For example: I do some subcontracting to a company and do timesheets for them each month. I then invoice them each month with those timesheet numbers as each line item on the invoice. I&#39;m currently modifying their timesheeting system (which I wrote anyway) so that it&#39;ll generate the invoice for me in Xero, it would be nice to be able to PUT an invoice but not allow anyone else in the company to do any GETs if they managed to pull the key out of the app/database.</p><p>Ian Fiddler said:<br /><div class="typeset"><p>I want to allow invoice only users to get a Xero organization when logging in via the API using oauth.</p></div></p> Ian Fiddler tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85445455 2018-01-14T23:56:39-05:00 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>Brenden Liekefett said:<br /><div class="typeset"><p>Our clients are interested in adding this to their reporting </p></div></p> Brenden Liekefett tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85382176 2018-01-12T08:14:23-05:00 Allow third party apps to plug into the Xero interface <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>Terry Hopper said:<br /><div class="typeset"><p>I've worked with TradeShift Apps <a rel="nofollow noreferrer" href="https://apps.tradeshift.com/">https://apps.tradeshift.com/</a> which do plug into their Interface. The apps are vetted and must comply with their design rules to keep UI consistent. <br />One use case would be sharing information with an invoice finance provider such as <a rel="nofollow noreferrer" href="https://www.marketinvoice.com/">https://www.marketinvoice.com/</a>. <br />• The user installs the funder's app. <br />• While viewing an invoice within Xero, the user clicks a button to factor the invoice (passing details to the funder). <br />• The funder validates the details and advances funds against the invoice.</p></div></p> Terry Hopper tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85375180 2018-01-12T04:12:51-05:00 Be able to email approved invoices via the API <p>Duncan said:<br /><div class="typeset"><p>do you have an eta?</p></div></p> Duncan tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85324900 2018-01-10T19:54:07-05:00 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>Matt said:<br /><div class="typeset"><p>May we have an update on this one please. I think Xero may be underestimating the importance of this feature</p></div></p> Matt tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85234816 2018-01-09T19:01:04-05:00 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>Xero Developer Ecosystem said:<br /><div class="typeset"><p>Public roadmap has now been updated and a description/comment added.</p></div></p> Xero Developer Ecosystem tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85227502 2018-01-09T15:02:24-05:00 Allow Tracking categories and options to be specified by GUID when using the API <p>If a tracking category name or option name is changed then often this isn&#39;t picked up when bulk approving invoices and invoices get entered with missing tracking categories</p><p>Anonymous said:<br /><div class="typeset"><p>Since using names is too fragile, we opted to internally use Tracking IDs but map them to names at the last second by getting all the Tracking Categories and then associating the IDs to the name.</p> <p>This isn't foul proof but it's certainly better than using names internally.</p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85197367 2018-01-08T18:59:05-05:00 Reconcile via the API <p>Be able to reconcile bank statement lines via the API.</p><p>Anonymous said:<br /><div class="typeset"><p>We would definitely use this feature. Xero developers, please re-consider this. </p></div></p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85174549 2018-01-08T12:24:41-05:00 Retained Earnings / unrealised FX (system account) journals <p>Joe Grilli suggested:<br />Xero has &#39;system&#39; accounts where journals are not posted, but values are calculated by reports. Therefore when pulling the journals from Xero, we can not accruately recreate the balance sheet and P&amp;L (as vital journals are missing). Therefore in this respect the Xero API is incomplete. Specific examples of the Journals API misses: 1. Retained Earnings journals (this is instead calculated by a report) 2. Unrealised FX journals (again calculated and shown only in the report) 3. May also be the case for other system accounts. The calculations made by the reports could be made available via the API to provide a complete set of journals in the API. This would allow third party developers to mirror the full transaction level journal detail that should exist in Xero, and accurately recreate the P&amp;L and Balance Sheet at each period end date based on the conversion balances and all journals posted since. </p> Joe Grilli tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85158361 2018-01-08T02:29:13-05:00 amend the account transactions report <p>Anonymous suggested:<br />include the proper payment or sales description inputted. The report currently shows the supplier / customer in the description column and doesn&#39;t pull through the actual description e.g. flight for programme manager to attend conference. I need separate columns for the description I entered and for the supplier /customer for donor reporting and I currently have to mess around with several different reports to put the information together for our donor.</p> Anonymous tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85155217 2018-01-07T22:13:59-05:00 Quotes via the API <p>Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)</p><p>Anthony Shaffer said:<br /><div class="typeset"><p>I just ran into this... so you want to use Zapier as part of workflow to automatically generate a quote automatically, you can't... I went with Xero EXACTLY to enable these kinds of workflows...and the lack of any action for 2 years on this issue is a little concerning as a new Xero customer...</p></div></p> Anthony Shaffer tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85118569 2018-01-06T00:42:55-05:00 Bank Statement Query-Click on searched transaction to enter details <p>KELLIE suggested:<br />&#39;Upon searching for imported/feed bank transaction, to click on said found transaction to enter/create details/transaction &amp; reconcile&#39;. I have a lot of US Dollars transactions that come through the credit card &amp; bank account - I need to search for the AUD value before I can input it via the bank feed &#39;bank statement&#39; tab. Many are once off suppliers, so no need to enter bills - esp as I dont get paperwork with AUD only USD. It would be great if I could then click on said found transaction to complete the process and reconcile. Even if it takes you to &quot;create transaction screen&quot;. very frustrating then entering &amp; then going back to bank reconcile screen to match transactions.</p> KELLIE tag:xero.uservoice.com,2008-02-07:SuggestionActivityEntry/85099726 2018-01-05T12:21:55-05:00 Expose more invoice reminder settings <p>The only invoice reminder setting exposed via the API is whether reminders are enabled for the organisation. This request is to expose more invoice reminder settings (e.g. rules, templates). Please let us know in the comments which settings you&#39;d like exposed and whether you&#39;d like to update them as well as retrieve them.</p><p>Anonymous said:<br /><div class="typeset"><p>Turn invoice reminders off per invoice </p></div></p> Anonymous