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Accounting API

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Accounting API

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726 results found

  1. When clients have Retail Express and applying the discount on purchases in Retail Express there is no possibility to import the original price and the discount received when doing the import. A solution would be either to have the discount per line or at least under total balance of purchase have a field of "total discount applied" to this purchase...so the original price can be still found. When checking that the imports are correct at present it causes confusion and a lot of going back and forth to find out wether bill had been imported with discount and what the…

    2 votes

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  2. I would like to export PDF reports via the API to email to management monthly via a 1 click process. I cannot built this presently without converting the report data to PDF format myself.

    12 votes

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    1 comment  ·  Reports  ·  Admin →
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  3. For example, creating invoice payments return invoice contact summaries in responses.

    If contact details are required on the client side the result is a subsequent API call to retrieve them.

    In this case the overhead of the subsequent call is greater than the cost of returning the information in the invoice payment response. This issue is compounded due to Xero API's rate limiting on requests.

    An optional parameter 'enableSummaries=false' would be nice.

    I understand that for cases like retrieving multiple invoices that summaries are useful but for single result responses, such as invoice payments the current functionality seems inconsistent. The…

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  4. We use Spree as our shopping cart, so hooking that up to Xero would have us dancing with joy!

    2 votes

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    1 comment  ·  Admin →
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  5. Currently the Inventory Items Summary report is not exposed yet via Xero API. Please vote so we can keep track the demand for it.

    21 votes

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    6 comments  ·  Reports  ·  Admin →
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  6. 3 votes

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    0 comments  ·  Banking  ·  Admin →
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  7. 2 votes

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  8. When I send "<CurrencyCode>usd</CurrencyCode>" to a CAD base ledger (with USD as a valid currency) the invoice currency becomes CAD. But if I change it to "<CurrencyCode>USD</CurrencyCode>" then it works fine. (data is coming from Stripe, which uses lower case).

    Xero should always capitalize the currency code.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  9. 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

    4 votes

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    1 comment  ·  Banking  ·  Admin →
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  10. There should be a report to list the amount hours and a memo/notes for "Other Unpaid Leave" taken by employees.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  11. When looking at invoices that have been generated by Xero - it would be good to be able to identify the customer further ie. I have one large Customer and all the sub customers could be easily identified if the name could be put in the reference at the top of the invoice and then when viewing the main customer you can see the sub-customer.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  12. Some of my customers who forget to pay their overdue invoices use the excuse "Oh, I don't seem to have received your invoice".

    It would be great if we could have a tickbox option to "Request a Read Receipt" (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've read it.

    They won't be able to use the above excuse anymore if they send a read receipt!

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  13. When listing the statements in accounts receivable to print or email could there be a button to select 'no zero amounts shown' so only the debtors with amounts owing show

    This would be so much easier to select statements to print or email at the end of the month

    1 vote

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  14. Please include the Website URL in the API feed. Thanks.

    7 votes

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    5 comments  ·  Contacts  ·  Admin →
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  15. Currently, it seems that you need to make a separate call to get <Attachments>. 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.

    2 votes

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  16. there should be file upload option in Xero discussion form so that we can share screenshots with Xero experts to better explain our issue.

    1 vote

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  17. We are use the API (through an addon) to automagically sync Xero and our Admin solution, but we've just found out that a credit invoice (yes, a negative number in this case) can'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's missing in the API, as it seems to be, please add this asap.

    1 vote

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  18. Have the page numbers and "jump to page" option at the top as well as the bottom.
    So you don't have to scroll to the bottom on each new page.

    1 vote

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  19. When generating payroll reports it would be helpful if the employee's name is on the report.

    1 vote

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  20. 1 vote

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    0 comments  ·  Admin →
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