726 results found

1. Reconcile via the API

   Be able to reconcile bank statement lines via the API.

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   243 comments  ·  Banking  ·  Delete…  ·  Admin →
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   declined  ·  AdminKelly (Admin, Xero Developer Centre) responded

   Thank you for the continued feedback and for your patience on this long‑running request. We know that programmatic bank reconciliation and AI‑driven workflows are increasingly important to many of you, and we understand the frustration that this capability is not available via the Xero API.

   
   

   After reviewing this again with our legal, risk and banking teams, we have confirmed that we will not be adding the ability to reconcile bank statement lines via the API or to expose unreconciled bank statement data via the public API.

   
   

   There are a few key reasons for this decision:

   1. Regulatory and contractual obligations on raw bank data. Unreconciled bank statement lines are “raw” banking data – unmodified information that comes directly from banks. In markets such as Australia, this data is treated as banking data under consumer data rights regimes. Sharing it on to third parties (including via an open API) would require us to treat every consuming app as if it were a regulated data recipient, with substantial security, accreditation and liability obligations that sit on Xero as an intermediary as well as on those third parties. We have taken a policy decision not to operate as an intermediary for redistributing raw bank statement data.This ensures that the highest standards of banking security are maintained directly between the customer and their financial institution.
   2. Our data‑sharing boundary: unreconciled vs reconciled data. We draw a clear line between:

   • Unreconciled statement data, which is banking data supplied to us by banks and subject to the obligations above; and
   • Reconciled transaction data, which has been improved within Xero (for example, matched to contacts, invoices or accounts) and for which Xero is the custodian on behalf of the customer.

   1. We can expose certain reconciled/derived data through specific endpoints such as the Finance API’s Bank Statements Plus in limited, finance‑focused scenarios, but those endpoints are not designed or licensed for broad, high‑volume access to raw bank feeds or for third‑party replication of Xero’s bank reconciliation engine.
   2. Why “reconcile via the API” falls on the wrong side of that line. Supporting full reconciliation via the API would, in practice, require programmatic access to unreconciled statement lines and a way to push reconciliation decisions back into Xero. That would effectively recreate bank reconciliation workflows outside Xero while still relying on Xero to redistribute raw bank data, which is exactly the pattern our regulatory, security and contractual constraints are designed to avoid. For these reasons, this is not something we can safely or responsibly offer as an open API capability.

   
   

   We recognise that a small number of existing partner applications continue to receive limited access to certain statement data under legacy, contract-specific arrangements that pre‑date this policy. These specific arrangements are strictly managed under heightened security and compliance terms. To ensure we meet our current regulatory and risk standards, we are not extending these legacy permissions to new partners or applying them to any new use cases.

   
   

   We also hear the concern that “this is customer data and customers should be able to use it where they choose”. We agree that customers should have access to their own banking information, and open banking frameworks are designed to give customers direct access to that data from their bank or banking aggregator, without Xero sitting in the middle as a redistributor. For apps that need raw bank statements to power AI or other automation, the right pattern is to source that data directly from the bank or an accredited open‑banking provider, and then connect into Xero using the data structures we do expose.

   
   

   Our strategy for bank reconciliation is to invest in automation inside Xero, where we can manage risk, performance and user experience end‑to‑end. That includes features such as bank rules, suggested matches, cash coding, and newer improvements like statement-period bank reconciliation, enhanced bank feeds, and our AI-powered automation features, rather than exposing the underlying feeds for external reconciliation logic.

   
   

   We will continue to review our approach as regulation, banking connectivity and customer needs evolve, but we want to be clear and transparent that this specific request will remain declined under our current legal and risk framework. We genuinely appreciate the thought and passion that has gone into this thread, and we’ll keep focusing our efforts on making in‑product reconciliation as efficient and intelligent as we can, within those constraints.

   Thank you for the continued feedback and for your patience on this long‑running request. We know that programmatic bank reconciliation and AI‑driven workflows are increasingly important to many of you, and we understand the frustration that this capability is not available via the Xero API.

   
   

   After reviewing this again with our legal, risk and banking teams, we have confirmed that we will not be adding the ability to reconcile bank statement lines via the API or to expose unreconciled bank statement data via the public API.

   
   

   There are a few key reasons for this decision:

   1. Regulatory and contractual obligations on raw bank data. Unreconciled bank statement lines are “raw” banking data – unmodified information that comes directly from banks. In markets such as Australia, this data is treated as banking data under consumer data rights regimes. Sharing it on to third parties (including via an open API) would require us… more

2. allow sales unit prices to be to 3 decimal places - to avoid rounding errors

   when a supplier generated sales invoice is received it would be nice to be able to agree to their grant total

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   0 comments  ·  Edit…  ·  Delete…  ·  Admin →
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3. To be able to attach your business signature with logo to the emails sent out directly from invoicing
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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/

4. PDF's attached to purchase invoices have a URL link so that they can be used by 3rd party apps

   PDF Invoices that are attached in Xero have a URL that 3rd party apps can link to

   e.g a purchase invoice has an attachment which is thescanned copy of the invoice, we would like a url so we can link the pdf to a web app

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   0 comments  ·  Invoices  ·  Edit…  ·  Delete…  ·  Admin →
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5. repeating

   Make it so repeating invoices can be put on hold - I don't like having to delete them and recreate them later when we put a service on hold. It leaves the door open for mistakes.

   Cheers

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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/ – it sounds like a good one.

6. Instant Search Box

   In my previous software (WHMCS) there was a "Instant Search" fuction which you could type a Invoice Number, Quote Number, Credit Note, or even client name and it would bring up there details instantly if you press enter, or you could see a list of matching results (Like google instant search) and the click the one you want.
   I Think this would be the icing on the cake for me, I LOVE Xero so much, this is the only function it is currently missing.

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   0 comments  ·  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 where there is already a thread for this: https://community.xero.com/business/discussion/55791/

7. Fix bug to allow the tax overrides specified for inventory items to be used when creating invoices.

   When you specify a tax override for individual inventory items, they are not applied when creating the invoice via the API (it still uses the accounts tax settings). They are only applied when creating the invoice manually.

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   declined  ·  0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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8. Enter budgets via the API. Both historical and current.

   This would allow us to build tools to do bulk budget exports for multiple periods from our current system. (I think that budgets import might be coming through the user interface anyway, in which case this isn't really needed).

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   not planned  ·  19 comments  ·  Accounts  ·  Delete…  ·  Admin →
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9. Company wide integration

   Hi I am setting up a new business and I wanted to ask on here the best way to setup the platform from the ground up for a single company wide visible business starting from the Xero base. Can I add salesforce CRM, Google documents etc. There are obviously really expensive ERP that do this but I am wondering if there is a way of doing this with cloud

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

   Hi Matthew

   I will have to decline this posting as this forum is for developers to make feature requests for the developer API, so not the best place to ask.

   It would be great if you posted your question in the Xero small business forum though: https://community.xero.com/business/topic/22/ – you will get some useful answers from others, and I will be happy to jump in and give some advice too.

   Ronan

10. Partial payment feature for invoices coming through API

    Enable the ability to split payments on a bank rec coming through the API so we can reconcile merchant payments from two separate machines on 1 day. 1 invoice, 2 payments currently unable to split.

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    0 comments  ·  Invoices  ·  Delete…  ·  Admin →
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11. Make the 3-legged authorization process compatible with WP7

    I'd love to build an WP7 application for the Xero platform, however the step that involves navigating to the login page which is required to complete the OAuth process is blank on WP7 browsers.

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

    There are no plans to support WP specifically, but the API should be able to accommodate most use cases.

12. tracking

    Add an additional tracking code. Currently there are only 2 and adding a 3rd would be a great benefit.

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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/

13. Allow rules to apply to invoices coming through the API (especially Vend)- So you can automatically add account codes, analysis codes etc.

    Rules to apply to invoices recived through the API - analyisis codes

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    0 comments  ·  General Requests  ·  Edit…  ·  Delete…  ·  Admin →
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14. Create Bank Rule's for Bank Transfers

    Add a 3rd option for Bank Rules.
    Allow for transferring to a specified account.

    EG: I transfer money from my PayPal to my main account only.
    OR
    EG: I transfer money from my Skrill account to my main account only.

    And would like these to be reconciled even easer with automated bank rules.

    30 votes

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

    It sounds like this is a request for the core Xero product and not the API. As such I’m closing this particular request.

    Please add your general Xero requests here: https://community.xero.com/business/discussion/104451

    The good news is that bank rules for bank transfers is being worked on currently! Subscribe to that thread for updates.

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

    You have given us no information that could help us. If you have believe you are seeing an issue, I suggest you check our status page: http://blog.xero.com/developer/api-status/ – contact details there also should you need to report an issue that has not yet been reported.

16. Improve the format of responses for Report endpoints

    See http://answers.xero.com/developer/question/47411/ for more detail

    12 votes

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    0 comments  ·  Delete…  ·  Admin →
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17. Be able to retrieve & e-mail statements to receivable accounts via the API

    E-mailing updates to receivable accounts about their payments via the API would be very useful. Via the web interface, this is possible by sending a statement. API request is to be able to retrieve a statement report and email it via the API

    48 votes

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    not planned  ·  10 comments  ·  Accounts  ·  Delete…  ·  Admin →
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18. create an export of overdue accounts which list the invoices and customer info for when it needs to be sent to a debt collector

    being able to export the outstanding accounts with all the contact info, notesand invoice info for each customer that needs to be collected would be helpful

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    1 comment  ·  Accounts  ·  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/

19. Add a report - AgedPayables List - Balance @ Date . Same for AgedReceivables.

    To validate back against the balance sheet.

    27 votes

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    5 comments  ·  Reports  ·  Delete…  ·  Admin →
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20. be able to specify and get all the bank account details fields for a contact
    31 votes

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    not planned  ·  13 comments  ·  Delete…  ·  Admin →
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