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Accounting API

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Accounting API

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726 results found

  1. 11 votes

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    1 comment  ·  Admin →
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  2. Names containing accented characters, eg: Nuñez, are rejected when uploading a new Contact.

    13 votes

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    1 comment  ·  Contacts  ·  Admin →
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  3. I have lost of customers who make payments "on account" against one or more invoices. If these payments come into a bank account regularly and use the same reference (e'g a customer account number), a bank rule which sets the customer and allocates the whole payment to only that customer's invoices (e.g. against oldest invoice first, splitting if required) would speed things up no end. Much faster than me going through Find & Match every time.

    1 vote

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  4. 1 vote

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    1 comment  ·  Invoices  ·  Admin →
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  5. When moving funds between bank accounts you have to use the transfer feature but you are only allowed to enter the Date and From and To Accounts. I would nice to have an ability to add a description or a reference if you are trying to record additional data. This would be particularly useful when you are setting up a control account and you want to reconcile it - You don't intend to import a feed here you just want to manually reconcile the account. (so you need the bank function) but you will be mainly transferring money in and…

    1 vote

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  6. Allow for batch create/update/delete operations to multiple API endpoints within a single transaction.

    5 votes

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  7. 78 votes

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    not planned  ·  16 comments  ·  Reports  ·  Admin →
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  8. we require a solution to integrate cusotmers payments by third party company EziDebit

    1 vote

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  9. 1 vote

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  10. 1 vote

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    1 comment  ·  Admin →
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  11. We invoice just upon payment, so it would be nice to be able to send <Payments> together with <Invoice>, when creating it, so we don't need to do two separate calls for it.

    15 votes

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    1 comment  ·  Invoices  ·  Admin →
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  12. Create and API entry point to set default exchange rates, just like we do on the Settings page.

    Rational: here in Poland, we're obliged to use the Polish Central Bank exchange rates on accounting. Having an API for it makes it possible for us the call it once everyday to set the rate for the next day. Without this we're not able to use Xero officially for bookkeeping. (we have to setup the rates for this whole calendar year!)

    15 votes

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  13. I would like to have the ability to use the API to enter multiple transactions with the ability to commit or rollback, as appropriate - like you do with a database.

    2 votes

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  14. We're looking to add Xero into our synchronisation tool, that would allow us to have two way syncing to other systems, such as SharePoint, MS CRM. It would be really useful if we could get a list of rest entities and there schema dynamically so the sync tool would not need to be updated.

    2 votes

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  15. This assists when syncing data from external systems or allowing data. For example if I were to sync my CRM's SystemUsers into Xero it would be very useful to share the same GUID on each side.

    1 vote

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  16. To enable the ability to trace the journal created by an invoice.

    1 vote

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    1 comment  ·  Invoices  ·  Admin →
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  17. Would enable the measurement of new business. e.g. number of new customers since the start of the year and their $ value.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  18. i want to get all the invoices where name contains abc, i am using c# for integration, i have tried this
    .ForUri(new Uri("https://api.xero.com/api.xro/2.0/Invoices?where=Name.Contains(abc)"))
    this will trough an error bad request, how to do this correctly

    1 vote

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  19. 1 vote

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  20. The API sync with FreshBooks currently dumps my FreshBooks transactions into my checking account ledger irrespective of where those funds were actually deposited. This is a serious limitation that needs to be fixed promptly. Most businesses--even small ones--have more than one account. For interest maximization, all deposits at our firm, for example, go into a money market. As cash is needed in checking to cover outgoing money, it's transferred.

    3 votes

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