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Accounting API

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Accounting API

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581 results found

  1. Be able to create and manage repeating journals via API

    7 votes

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  2. 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.

    19 votes

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    planned  ·  3 comments  ·  Quotes  ·  Admin →
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  3. Customised reports (Memorised reports templates/Save Report templates) created in XERO account should be available through API Call.

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  4. 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…
    8 votes

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    4 comments  ·  Invoices  ·  Admin →
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  5. 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 => 22974891-3689-4694-9ee7-fd2ba917af55
    Date => 2017-10-18T00:00:00
    Amount => 148.50
    Reference => 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

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  6. Xero has 'system' 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&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…

    47 votes

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    4 comments  ·  Journals  ·  Admin →
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  7. include the proper payment or sales description inputted. The report currently shows the supplier / customer in the description column and doesn'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.

    1 vote

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    0 comments  ·  Admin →
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  8. 'Upon searching for imported/feed bank transaction, to click on said found transaction to enter/create details/transaction & reconcile'.
    I have a lot of US Dollars transactions that come through the credit card & bank account - I need to search for the AUD value before I can input it via the bank feed 'bank statement' 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…

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  9. Add a 'planned date' box for when you create a new supplier invoice to save having to change screen (e.g payments are made 35 days after receipt of invoice or a particular day each week). Currently you have to change the screen to enter the planned date.

    1 vote

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  10. I would like to have the value of "Quantity on Order" field while making GET request to items.

    1 vote

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  11. 1 vote

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    0 comments  ·  Banking  ·  Admin →
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  12. Now that the Webhooks for Contacts and Invoices is in open beta please add support for the Payments endpoint as the next endpoint to be supported. Many of our customers need to be notified when a customer has paid an invoice and update their internal CRM systems. Would love to be able to do this without having to poll for new payments.

    7 votes

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    1 comment  ·  Admin →
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  13. This idea will take about 15 minutes to implement, so I hope it is looked at soon.

    When a non-Admin user attempts to connect a Partner App to Xero via the API, they are given an inaccurate message. The message reads

    "You don't have a Xero Organisation yet."

    This is inaccurate, as they often do have a Xero Organisation but are not an Admin. This leads to wasted time, support calls, irritated users, and unhappy partners.

    Please replace that above message with something like

    "You are not an Administrator of any Xero Organisations yet."

    https://breadwinner.com/wp-content/uploads/2017/12/Xero-inacurate-error-message.png

    1 vote

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    0 comments  ·  Authentication  ·  Admin →
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  14. Many thanks for adding Invoice/Contact webhooks. We'd love to get inventory items to be the next cab off the rank.

    Syncing stock for tracked items is what we're trying to achieve. So if we could be told when inventory items have changed, specifically in terms of QuantityOnHand.

    12 votes

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  15. Can web have a web hook that notifies on bill events such as in the below list so that bills that are entered through the API can be updated by the Xero web hooks service on business servers...

    Proposed events...
    - Bill Update (such as adding or removing line items, changing bill numbers, etc)
    - Payment recorded against bill
    - Credit note applied against bill

    1 vote

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  16. Given that credit ratings can now be shown for customers in the main application I would like to suggest that the credit rating, even as a number or as a descriptor (matching the rating gauge in the main interface, be made available through the API in the contact payload data so that when viewing customer data through the API the credit rating can be seen as well.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  17. We would like xero to build an API to extract the report called "Expenses by supplier". Currently to extract spend by supplier we have to extract all payments and bills and build this back up ourselves.

    2 votes

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  18. I want to create a tracking option ((i.e) Add tracking option) under the respective tracking category, using Xero tracking category API for my organisation. But while creating data using 'put' Requests method, it is not creating.

    I am using the below condition in python:

    response = requests.put(url=url, auth=oauth, data=xml_string)

    I want to know, what is the format for the data to be updated in the requests, for both content type xml/text and application/json.

    xml_string and url, I given is below:

    xmlstring='<Option><Name>S11963</Name></Option>'
    url = 'https://api.xero.com/api.xro/2.0/TrackingCategories/{Tracking
    Category}/Options'

    where Tracking_Category='620815a2-a7c6-4b85-8b01-ffb254ab34ad'

    Error: <ApiException xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">\r\n <ErrorNumber>500</ErrorNumber>\r\n <Type>UnknownErrorException</Type>\r\n <Message>An error occurred in Xero.…

    3 votes

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  19. When an account has a zero value in the P&L Report (but also in all others), it is excluded from the returned data.
    The request is to provide in the result all accounts, even if they have 0 balance and/or no transactions

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  20. The idea is to traverse the checks object, and the transaction associated via API. In the end should be able to jump to associated transaction and download attachments too.

    32 votes

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    1 comment  ·  Admin →
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