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Accounting API

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Accounting API

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726 results found

  1. I use QWD and would like to see the Management Report exportable as well as more budget reports eg budget per month from budget manager.
    This would allow far more flexibility in building reports and dashboards.

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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  2. The Xero website notifies you when you are viewing an Invoice that was created by a RepeatingInvoice. There doesn't appear to be a way to get that information from the API.

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. 2 votes

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  7. The addition of Overpayment and Prepayment endpoints, for us is still not functional with the addition of the reference field in these. Without this there is no robust way to save a prepayment at one point in time, then be able to look this prepayment up later to be used for allocation purposes.

    Same problem for Overpayments.

    Hope this can be added very soon as we are looking forward to the XERO api having proper Prepayment support.

    19 votes

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  8. 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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  9. 3 votes

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    0 comments  ·  Banking  ·  Admin →
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  10. 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's difficult to reliably keep the bank statement in sync without some kind of unique ID on the statement line.

    16 votes

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    4 comments  ·  Reports  ·  Admin →
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  11. Right now, the only way to allocate a CreditNote to an Invoice is via a single API call to <url>/CreditNoteID/Allocations
    This severely limits the capability to have multiple allocations (exclusive) done at the same time. It would be wonderful to allocate CreditNotes to Invoices while their creation.

    17 votes

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    1 comment  ·  Credit notes  ·  Admin →
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  12. Right now, if we want to allocate multiple invoices to CreditNotes, the only possible way is to have an API call for individual Allocation.

    It would be very helpful if we could have a bulk Allocation API available. Where all the allocations can be made (One to Many or Many to Many) in a single API call.

    35 votes

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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. 15 votes

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    4 comments  ·  Invoices  ·  Admin →
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  15. 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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  16. Add visibility of quotes summary to the Main dashboard - either under:

    "Invoices owed to you" - replacing "draft invoices" or adding alongside "draft invoices".

    or

    a stand alone "Quotes Summary" section

    Now we are using quotes - we have no further need to use "draft invoices". But have No visibility of quotes from the Main Dashboard.

    1 vote

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    As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/

    We do already have a request thread on this topic: https://community.xero.com/business/discussion/7973127

  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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