726 results found
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Show ContactNumber field next to contact name for each invoice
We make extensive use of the ContactNumber field for invoicing.
Can Invoice listing show ContactNumber field next to contact name for each invoice to help with updating/locating drafts?
Can ContactNumber be shown on contact listing instead of phone or email field for locating contacts?Original question - http://answers.xero.com/developer/question/23051/
2 votes -
Allow invoices to specify tax amounts in a separate currency
UK VAT law requires that invoices present VAT amounts in Sterling, even when the invoice is in a separate currency. As a result, it's possible to have a Euro invoice with Sterling VAT amounts. (See VAT Guide 16.4 and 16.3.1). Obviously when charging the customer, these have to be converted to Euros and the total expressed in Euros, but the business owes VAT in Sterling, not Euros.
Currently it's only possible to specify a single currency per invoice; now, if it were possible to stipulate the exchange rate to be used, that might make matters better, but in general we…
2 votes -
put print/email and other options buttons on the bottom of lists as well - convenience
If you go into invoices and tick a bunch to print, you have to scroll back to the top again to hit print. If you are doing individual invoices, this can be annoying and time could be saved simply if the buttons were on the bottom as well.
1 voteThanks for your suggestion. This forum is for use for our developer API – any product requests such as this can be sent direct to customer care who track support and raise them with our product team.
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calculate exchange rate automatically for foreign payments
Currently when entering a payment for an invoice in a foreign currency I need to enter the exchange rate. Generally I have to final AUD value and the final USD value, so would prefer the fx rate is calculated automatically.
In addition, it seems the fx rate has limited precision; I end up needing to put in manual adjustments when reconciling which is also a pain.
2 votes -
Allow Tracking categories and options to be specified by GUID when using the API
If a tracking category name or option name is changed then often this isn't picked up when bulk approving invoices and invoices get entered with missing tracking categories
17 votes -
Insert invoice lines via the API
Currently you can do this only by resupplying ALL current invoice lines along with the new line. There is a concurrency issue here between when the invoice was read via the API and resupplied to the API for the update. Can you make it so we only have to supply the new invoice line to the API and it be added to the invoice?
5 votes -
Increase rate limit (or allow details to be included in invoices, etc)
This is especially important for an initial sync of a new customer with our product as we need every invoice in the database (including the PDFs, which we are happy to trickle into the system over time).
20 votes -
Full Account details must be available with Invoice record
When GET invoice called using API, we get only ContactId and Contact Name. Here full contact details must be available so that if contact is not available in local database we can insert new one.
1 vote -
Cash Sale e-commerce
Where is the API for a cash sale? ie. a paid up in full sale made online e-commerce in realtime, do you have to raise an invoice against a customer called Cash Sale? NZ delivery addresses have GST inclusive, and Offshore addresses are GST zero rate. will the api look at the country field and do this for you?
1 voteThe best place to go for assistance is the Xero Answers for Developers site: http://answers.xero.com/developer/
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use Contacts' tax details on invoices
This almost seems to be a bug, since the Xero web interface works differently than the API.
In the "Tax" section for a Contact, the help message states: "Each account you code an invoice to will have a default rate as specified in the Chart of Accounts but if you have specified a rate for the Contact here, this rate will override the default rate from the Chart of Accounts."
This works when adding an invoice using the web interface, but adding an invoice using the API results in the wrong tax type and wrong calculated total.
5 votes -
Remove populated FullyPaidOnDate after payment is reversed
If a payment is applied to an invoice the FullyPaidOnDate is populated correctly and appears through the API.
However, when a payment is reversed on a previously fully paid invoice, the FullyPaidOnDate will not be removed from the XML result through the API, regardless of the fact that the invoice is not fully paid.
1 vote -
Allow the use of Reference or InvoiceNumber on Invoices endpoint for AP invoices
Currently you have to use the InvoiceNumber element and the Reference element is ignored.
0 votesAs this reflects how the main application works, there will be no change forthcoming here.
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Allow split of single payment to multiple Invoices via API
For customers who's payment gateway settles the days total takings into your bank account in one lump sum at the end of the day, making single payment against single invoices via API is no good. It would be great to be able to recieve a payment to a bank account and split that payment to be applied against multiple invoices.
25 votesThere seem to be a few different requirements here, I want to see what we can do to help:
- We have prepared a guide on an easy way to handle payments where you have multiple invoices, but one lump some payment from a payment processor into your bank: http://blog.xero.com/developer/handling-payment-processor-receipts-in-xero/- Another solution would be for users of the API be able to create a bank feed themselves from a payment service. You can vote for this API feature request here: http://xero.uservoice.com/forums/5528-xero-api/suggestions/340274-import-bank-statement-lines-via-the-api
There are other questions that point more towards Xero feature requests rather than API functionality. I recommend you request these in our community forum: https://community.xero.com/business/topic/23/
I will close out this request and we can continue the conversation in the links above.
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Enable edit Tax code or transaction amount
Changing posted account is good, but to change date, Tax Code or amount required delete transaction and re-enter it.
1 voteAssuming this refers to Invoices, we have no plans to change what you can edit on approved invoices with payments applied as this forms part of the main application audit trail.
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3 votes
Thanks for the suggestion!
Unfortunately we have no current plans to provide a “Surrender to MYOB” API function! -
connecting to xero api with http_oauth
can you please provide some sample code , on how to connect to xero using http_oauth pear package .....
2 votesWe now have lots of code samples at http://developer.xero.com/
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Provide api functions to generate reports.
I find the reports available in xero very minimal, especially compared to those my accountant are used to from Simply Accounting. Consequently, I wish there were an API I could use to generate my own reports rather than hope that the xero team will implement the exact report that my accountant is requesting.
13 votesSince this request has been opened a lot of extra functionality has been provided, including reports by tracking for P&L and balance sheet: http://developer.xero.com/documentation/api/reports/
There are still a number of features we could improve on, and a number of these exist as distinct feature requests in this forum. We suggest adding your votes to those requests so we can close out this generic feature request which is difficult to define/act on.
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Import bank statement lines via the API
Be able to import bank statement lines into a bank account in Xero. This would be useful for custom bank accounts or banks that do not have a direct feed into Xero
1,005 votesThanks for your continued feedback and patience on this long-standing request. Our team has started to build this out, and we’re looking forward to sharing more as development and testing progresses.
This release will support ingestion of bank statement data via the Bank Feeds API for accounts where a bank feed has not been established and allow customers to automate the current manual file upload process.
As part of this work, we’ll be running a beta with a small group first (from mid June) so we can test the experience and gather feedback before broader availability. We’ll continue to post updates here as we reach key milestones.
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email to invoice gateway
not sure if it is possible, but what about an email to invoice gateway.
have an email address invoices@xero.com
i can email any invoices i get to that address and it automatically populates a draft invoice in xero, based on the from address of the senderobviously you would need to have a bit of security, like a cryptic email address to send the invoices too, and it would be difficult to parse all invoices formats, but not impossible.
even if it pulled out the generic details of each invoice, eg invoice no, from, date, total, it would save a…
3 votes -
Credit Card payment API
Store encrypted credit cards for customers and be able to initiate (through the invoice API) credit card payment via any credit card processor's API. Paypal Web Payments Pro would be good out of the box but ideally would be set up to work with most standard APIs.
50 votesI think it is a good idea to close this suggestion out as it is not a direction we wish to take for now. Over the next 2 quarters we will be looking to deliver improvements within the application in terms of development of online invoicing and supporting more payment processors, but a credit card payment API is not something we will be looking to do within a 0-3 year timeframe, so declining this suggestion.
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