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Accounting API

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Accounting API

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726 results found

  1. Our firm uses ledgers for tax work which is making the 'My Xero' homepage very cluttered and time consuming to find files. I have created groups however each time you navigate back to the homepage, all files are showing.

    Can you please create an option that allows you to choose which groups are showing on the homepage?

    6 votes

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  2. Currently when you POST or PUT, Xero will either accept or reject each of the entries. Provide an option to POST or PUT data (Invoices) and have the results returned WITHOUT actually updating any data. That would allow an All or Nothing approach to batch data submission.

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  3. We'd like the ability to retrieve customer reports (as data and in PDF format). We could attempt to re-assemble the reports ourselves but for consistency we'd like to be able to retrieve them directly from Xero.

    5 votes

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  4. I use an Add on program with Xero named QuickWin Development. I extract my Balance Sheet from Xero and its sent into Microsoft Excel. It works well except it won't let me extract the balance sheet with editable comparative dates. This is a simple feature when editing the balance sheet inside Xero. So I wonder why you cannot do this when extracting into Excel.

    2 votes

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    declined  ·  0 comments  ·  Admin →
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  5. 78 votes

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    not planned  ·  16 comments  ·  Reports  ·  Admin →
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  6. Expand sales by Item reporting to show customer details so that a special product offer can be created and emailed.

    Currently I need to copy and paste each email address and create an excel database to create the offer.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  7. 12 votes

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  8. At present I have PayPal linked to my XERO account. I receive almost no inbound monies via paypal, but make a lot of supplier payments (o/s) via paypal. Often the amount's are the same. Xero only imports the amount and transaction ID, which is unique and has no reference to the client, It could be 1 of 50, all looking the same. Then manually we must go back into paypal, search through each transaction ID, find it, view the invoice and manually report each payment back into Xero - Very time consuming. I'm hoping my lack of knowledge is the…

    1 vote

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  9. In our industry there are penalty rates before/after certain times and days, and employees shouldnt be responsible for working out which pay item they are to be paid.

    We also have a lot of junior staff who would have no clue and they just need to enter their start time, break time and finish time and then allow the payroll officer to convert this into which rates apply.

    Add-ons are way too expensive on top of the cost of Xero, especially when you have more than 10 employees.

    This would also save a lot of double entering (timebooks, then xero)…

    1 vote

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  10. 3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  11. Each employee should have at least ONE emergency contact listed for work emergencies. I think in the employee personal details section there should be an area for us to add an emergency contact. At the moment, should anything happen to a staff member at work, there is no emergency contact details in Xero so that we can notify our staff's next of kin. I think it is important (and respectful on behalf of our business) to be able to let loved ones know when a work accident or emergency has happened.

    1 vote

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  12. As a bookkeeper I need to be able to pull a report and edit transactions from there. However, every time I edit and save a transaction it brings me back to the dashboard instead of the report I was looking at and I have to start from the beginning to re-pull the report I was looking at. What should be a one step fix is now a 5 step process.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  13. 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's needed is an OData API and…

    1 vote

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    2 comments  ·  Reports  ·  Admin →
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  14. Giving the option for clients that have limited access to the partner edition GST or non GST cashbook, that have "cash coding" access - the ability to add accounts to the chart. At the moment clients can only add or delete bank accounts. Some clients I wouldn't want to give this option to, but for other clients we would and don't want to have to keep adding them for them.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  15. Names containing accented characters, eg: Nuñez, are rejected when uploading a new Contact.

    13 votes

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    1 comment  ·  Contacts  ·  Admin →
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  16. 11 votes

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    1 comment  ·  Admin →
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  17. 2 votes

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  18. please can we have 3 dec point in money. eg. i need to be able to enter ... @ $0.075

    1 vote

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  19. In History & Notes > Created or Reconciled by System Generated, could it be the name of Xero account that login.

    1 vote

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  20. Xero is alive for 30 minutes. For a scenario if a user successfuuly logs in by an application and logs out from the app. Another user comes in with same app and log in and try to connect to xero, he will be in the previous users account.

    Thus for every "connect to xero" if there is an api to log out of the user then for every "connect to xero" the user should give their login credentials to avoid this situtation

    1 vote

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