726 results found

1. The ability to include all open invoices with the statement...

   This can either be in the same PDF, or links within the statement PDF. This would avoid asking us for copy invoices, even though they have been sent to them...

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   0 comments  ·  General Requests  ·  Delete…  ·  Admin →
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   declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

   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/

2. provide a way a way to detect a user does not have report access prior to attempting to access a report and getting a failure response
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3. use consistent response structures

   The addition of reporting a contact's balances was a great addition, however I feel the response structure should be consistent, regardless of balances. Where any balances are $0, this should be reported as $0, instead of being removed. By removing the key, we are left only being able to test for the absence of data, which creates an assumptive logic.

   I understand that removing keys for null values might be part of your api design (ie no email address entered doesn't return an empty <EmailAddress>, but technically, a customer always has a balance so there for the Balances data should always be returned, be it $200 or $0.

   Thanks.

   The addition of reporting a contact's balances was a great addition, however I feel the response structure should be consistent, regardless of balances. Where any balances are $0, this should be reported as $0, instead of being removed. By removing the key, we are left only being able to test for the absence of data, which creates an assumptive logic.

   I understand that removing keys for null values might be part of your api design (ie no email address entered doesn't return an empty <EmailAddress>, but technically, a customer always has a balance so there for the Balances data should… more

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4. sales tax report

   Able to access the Sale Tax Report via the API

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5. Make it possible to back up and restore xero at any point

   Xero makes it very difficult to undo transactions and postings if they have been done incorrectly. Could you make it so before handing xero over to clients you could take a back up of the accounts which you could then restore if nessacery and overwrite any mistakes made.

   Thanks

   Jasmine

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   0 comments  ·  General Requests  ·  Delete…  ·  Admin →
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   declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

   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/

6. Add an OData interface to query live transaction data directly from Microsoft Excel

   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 a bit of instruction. More info: http://www.odata.org/ http://www.microsoft.com/en-us/bi/powerpivot.aspx

   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… more

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   declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

   We have no plans to support OData, preferring to stick with our technology agnostic web services API with OAuth authentication.

   There are however, a number of commercial add-ons available using our API, providing Excel integration:
   http://www.businessbackbone.co.uk/xero-excel-reporting
   http://www.quickwindevelopment.com/addons/excel-integration-tools/

7. Set Sales Account on invoice lines from HARVEST based on XERO item setup

   Currently all invoice lines from HARVEST get set to the single default sales account (e.g. 200 Sales) setup in HARVEST even if the invoice line has a HARVEST Category that has been auto created in XERO as an Item and the item has different a different Sales account setup!

   This means I have to every time go into XERO and change the account on the invoice lines which defeats the point of having different items!

   This is critical given the number of invoices per month I do

   Examples of the type of revenue lines:
   Expenses - i.e. back to back costs (I would ideally like further break down such as Air ticket, Hotel, Meals)
   Service hours
   Contract (e.g. help desk contract for 12 months)
   License sales

   To me this is a bug since on invoice lines I have item X which was created with a sales account that is not the sales account setup for the item.

   Currently all invoice lines from HARVEST get set to the single default sales account (e.g. 200 Sales) setup in HARVEST even if the invoice line has a HARVEST Category that has been auto created in XERO as an Item and the item has different a different Sales account setup!

   This means I have to every time go into XERO and change the account on the invoice lines which defeats the point of having different items!

   This is critical given the number of invoices per month I do

   Examples of the type of revenue lines:
   Expenses - i.e. back to back… more

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   2 comments  ·  Invoices  ·  Delete…  ·  Admin →
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   declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

   As this forum is for developer API functionality requests and yours relates to something that would need to happen in Harvest I’m afraid we have to decline this suggestion. We will pass on your suggestion to the Team at Harvest however.

8. Be able to specify the company required at login

   We are operating with multiple companies within a single Xero account. It would be more secure if we could pre-select a company rather than leaving it to the user to select one after they have logged on.
   In PHP we call
   $XeroOAuth->request('GET', $XeroOAuth->url('RequestToken', ''), $params);

   i.e. Can we include the company in the $params?

   5 votes

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9. Expose Check Number(s) to API

   Today, we use another system for writting checks and we need to add the check information to Xero.

   The API allows us to create an invoice for the check and then upload the invoice. However, the API does not allow us to associate a bank account and then check number with the payment of the invoice.

   I know that there is some reason that this the case. There could be an instance where a user tries to associate a previously used check number to the invoice payment. If Xero were to throw a blanket error (eg, "Some of the transactions in this API call use a check number that has already been used and so none of the transactions have been imported.")

   Exposing the check number and then handling errors would be of great benefit for us.

   Today, we use another system for writting checks and we need to add the check information to Xero.

   The API allows us to create an invoice for the check and then upload the invoice. However, the API does not allow us to associate a bank account and then check number with the payment of the invoice.

   I know that there is some reason that this the case. There could be an instance where a user tries to associate a previously used check number to the invoice payment. If Xero were to throw a blanket error (eg, "Some of the transactions… more

   27 votes

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   1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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10. have a pay now button to un lock suspended subsciptions!

    i have a message to say my account is due on the 12th - 1- 2014, today is the 5th but you have suspended my account ? this is not acceptable sort it out please

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    0 comments  ·  Accounts  ·  Delete…  ·  Admin →
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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    This developer API feature request forum is not the best place to ask for help – please email support@xero.com with as much detail as you can and someone will be happy to assist.

11. It would be good if unentered information on draft invoices could be high lighted or box colour changed by user.
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    0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    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/

12. expose organization details via API

    A application that I am working with needs organizational details after connecting to xero, Most of the info we need is available, but several fields exist in the Organization that are not yet exposed via API

    Can we get APIs exposed for Description and Email Address?

    Also, logo might be nice too if possible.

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13. allow bulk editing of recurring Invoices

    If I have a product or service that has a monthly recurring invoices.

    There can be lots of customers that are invoiced monthly for this same product (xero recurring invoice).

    If I change the price for the inventory item they are getting invoiced for monthly, I was told by the help team that I will have to manually edit every single invoice that includes that item one at a time, to change the price?

    This seems like a very big task for such a common occurrence, so there should be some automatic way of doing it, either from an API, or via a simple way from the UI app.

    Hopefully I missed something in the help instructions, and there is a way of achieving this already, or it is something you can easily add?

    If I have a product or service that has a monthly recurring invoices.

    There can be lots of customers that are invoiced monthly for this same product (xero recurring invoice).

    If I change the price for the inventory item they are getting invoiced for monthly, I was told by the help team that I will have to manually edit every single invoice that includes that item one at a time, to change the price?

    This seems like a very big task for such a common occurrence, so there should be some automatic way of doing it, either from an API,… more

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    1 comment  ·  Invoices  ·  Delete…  ·  Admin →
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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    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/

14. Add pay now button for statements sent via email

    If a customer wants to settle more than one invoice they have to view individual invoices and enter payment details each time - this method is onerous for customers.

    It is preferable to send a statement and allow the customer to "pay now" on the statement balance due - In effect bulk settling invoices.

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    0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    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/

15. create Purchase Order reports

    Currently there is no way to report on the status of purchase orders, or details of what has been ordered. I think we should have a basic report exportable to excel with the following headings:

    PO number,
    supplier,
    details of items on order,
    date raised,
    date due,
    amount,
    total,
    gst,
    grand total,
    status,
    person who created the PO.

    1 vote

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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    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/

16. make it easy for other 3rd party payroll companies to import their GL report to update Xero

    You have a short list of payroll companies who can already interface with Xero accounting software, but I cannot find the format a general ledger needs to be in, in order to update the GL in Xero.

    It needs to be easier to become one of those payroll companies, or you need to provide an import function and provide an import spec sheet.

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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    Xero provides an API which is free for developers to interface to, and our recommended way of connecting applications.

    We even have a guide on how payroll applications can integrate with Xero: http://developer.xero.com/documentation/api-guides/how-to-integrate-my-payroll-system-with-xero/ and we are more than happy to promote applications that do: http://developer.xero.com/partner/.

17. Fast way to reclassify bulk transactions from any type of account, location, or class in Xero.

    We need a fast way to reclassify bulk transactions from any type of account, location, or class. QuickBooks has the Reclassify Transactions feature and Xero should have the same.We also need the ability to change account types for bank accounts to any Asset, Liability, Equity, Income, and Expense accounts. My suggestion, give us Xero Partners accountants tools like QuickBooks does for us. Our clients do not get these tools, but QuickBooks ProAdvisors get them. Xero can do the same for us Xero Partners.

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    declined  ·  AdminXero Developer Platform (CEO / Founder, Xero Developer Centre) responded

    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 – there is already a suggestion in the main Xero community you can vote on: https://community.xero.com/business/discussion/67111

18. Download Published reports in pdf format using api

    I want to download published (customized) reports from xero using api and upload it to sharepoint.

    2 votes

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19. Exposing organization's timezone in ISO 8601 format

    Currently Xero API exposes the timezone via Organisation endpoint as text eg. <Timezone>NEWZEALANDSTANDARDTIME</Timezone>

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20. enable banktransaction Url update on reconciled banktransaction
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    0 comments  ·  Banking  ·  Delete…  ·  Admin →
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