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Accounting API

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Accounting API

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726 results found

  1. I want to be able to freeze or restrict customers accounts in relation to orders or services if they exceed their credit limit on overdue balances.

    This is a very clear business need and I hope it could be integrated into your system as I believe it would add significant value to Xero

    3 votes

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    1 comment  ·  Accounts  ·  Admin →
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  2. You can merge contacts, how about the ability to merge accounts, users will often create duplicate accounts and use both, rather than waste time recoding a bunch of transactions choose which accounts you want to merge

    7 votes

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    0 comments  ·  Accounts  ·  Admin →
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  3. The C# wrapper is looking for CreatedDateUTC, UpdatedDateUTC & Date but the API returns just UpdatedDateUTC and even this appears to be wrong in my testing (I get 2008-09-25T11:04:21.707).

    I'd like to see ReportingDate and PaymentDueDate.

    3 votes

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  4. You currently allow invoices to be paid using credit card (DPS, PayPal etc).

    If it's a recurring invoice (particularly if it's monthly) it'd be great if the client could opt to be billed automatically by credit card.

    23 votes

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  5. 1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  6. For reviewing yearend accounts, we review against the Trial Balance from the prior year, therefore it would be great if in the Trial Balance there was an option to view periods (or Last year) etc as you can do with the Balance Sheet and Profit & Loss Statements.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  7. I’ve an insurance app called Modern Risk Solutions that allows users (whether business or personal) to submit requests for insurance quotes.

    See link: https://itunes.apple.com/hk/app/modern-risk-solutions-incident/id616505814?mt=8

    I’d like to be able to PULL information via Xero from business entities for the following fields:

    • Name
    • Company Name
    • Email
    • Phone
    • State
    • Years in business
    • Numbers of employees
    • Current year revenue/turnover
    • Claims or losses in the last 5 years
    • Total replacement cost of all assets
    • Target price/budget

    We’d like the ability to pull the information from Xero via a Connect with Facebook style login…

    5 votes

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    declined  ·  0 comments  ·  Admin →
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  8. I would like to be able to add an additional 1.5% surcharge when people pay via credit card (eway)

    7 votes

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  9. At the moment, they can't be set as far as I can see and so every time I pull in an inventory item those two fields are blank and have to be set manually. For certain inventory items those two fields are always the same. In Sage you could press F6 to set from the cell above which would have been a workaround but here I have no choice but to do everything manually each time.

    1 vote

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  10. There needs to be a box to tick to indicate the asset is subject to the vehicle cost limit, so depreciation is not calculated on the whole cost

    1 vote

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  11. AT the moment, once you have approved a line of an expense, you can never edit it again. If you get the VAT code wrong, there is no way of changing it. If you haven't approved the entire invoice, you can cancel the claim - but then you can't reenter it - you have to get your employee to do this all over again. If you have approved the claim - there is nothing you can do.

    Please fix this - I don't understand why we haven't got the same editing abilities in the Expenses section as we do in…

    1 vote

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  12. I have noticed when a Pay pal transaction is transferred for reconcillation you cant add a file.

    1 vote

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  13. We have many clients who pay at the time off purchase and would like to be able to highlight certain clients only as requiring statements.

    1 vote

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  14. I have clients who, when they bill their clients, are required to submit spreadsheets, copies of documents etc WITH their invoice - many state and government jobs require this. It would be great if it could be done within Xero rather than go out to the "normal" email to send both the Xero invoice and the attached documents.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  15. Xero now has an integrated Workpapers application (http://www.xero.com/workpapers). This is a placeholder to track requests and potential use cases so we can evaluate development of this feature.

    13 votes

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  16. Create a partnership with or API for quotewerks to be able to import or synchronize invoices and purchase orders from quotewerks to xero and visaversa.

    2 votes

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  17. GET CreditNotes has the InvoiceNumber field but not the ContactNumber field. It would be quite nice to have both.

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  18. 2 votes

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    1 comment  ·  Admin →
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  19. Provide API to get report Sales By Item. because it will help to analyse sales by Item (Product). Now we can generate the report but I don't see API to get report data as other financial report.

    9 votes

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    1 comment  ·  Reports  ·  Admin →
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  20. Once an invoice is approved, it should have the facility to "revert it back to draft"

    It is because of the reason that mostly, my client ask me to approve the invoice and then says that it's not yet approved and then i don't have the facility, ultimately it is showing in our accounts that an overdue invoice is available, which is actually not yet approved.

    Xero should facilitate us in such a way.

    Thanks
    Hassan

    60 votes

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