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Accounting API

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Accounting API

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  1. there's an article for "Creating Bills from Purchase Orders" (https://central.xero.com/s/article/Creating-bills-from-purchase-orders), however I can't find endpoint for this action in accounting API (https://xeroapi.github.io/xero-node/accounting/index.html#api-Accounting).

    Update the status using updatePurchaseOrder (https://xeroapi.github.io/xero-node/accounting/index.html#api-Accounting-updatePurchaseOrder) won't let user create a bill in xero by default.

    Fyi, this is my case detail : (https://central.xero.com/s/case?caseId=5003m00001DLY6B)

    Thanks

    1 vote

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  2. Currently the GET /Items API method does not support any pagination request parameters.
    This implies that we have to get all Items in one API call if we want to read all items, for instance during an initial historical sync.
    This is highly inefficient and will lead to issues for Xero accounts having a lot of items.

    Adding pagination parameters will help to reduce the payload returned by this API method, which I believe to be in the interest of both Xero and the Xero API users ...

    Thanks in advance for looking into this.

    5 votes

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  3. It would be great if the reference populated into one of the payment fields - ref or Code so the Supplier knows exactly what we have paid for - and allocates our payment as we intended.
    The Accredo package did it - all part of package.

    1 vote

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  4. Hello - Who can I speak with regarding help for API connection to a payment processor?

    1 vote

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  5. Ability to retrieve the Box1-13 information on GST F5 for Singapore audience.

    1 vote

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  6. Microsoft Dynamics 365 Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Dynamics 365 Business Central is the new name for Microsoft Dynamics NAV 2018. Highly adaptable and rich with features, Business Central Dynamics enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Microsoft Dynamics 365 Business Central brings the full power of Microsoft Dynamics NAV to the cloud. As such, Business Central Microsoft has at its foundation a set of trusted, proven technologies that have served 160,000…

    1 vote

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  7. For all bill journals retrieved through the GET Journals API, the reference field is blank. There is a reference field on bills. It would be great if they could be written to the journals table and exposed through the API

    1 vote

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    0 comments  ·  Journals  ·  Admin →
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  8. Bank Reconciliation is necessarility a collaborative effort when multiple people have company cards and not everyone is great at uploading their statements.

    We have been using a Python mechanize script to scrape xero and download uncoded statement lines, recognise transactions by the last 4 digits of the card numbers, and post that to slack to nag the respective company card holders, and that's been working ok for the past year...

    We know how difficult it can be to change your minds on the necessity of API endpoints like bank statement line import and reconciliation via the API, or adding improvements…

    3 votes

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  9. Instead of just the Boolean "IsReconciled" with GET Payments, please include the bank transaction id that could be used to join the payment with a bank transaction from GET BankTransactions.

    2 votes

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    0 comments  ·  Banking  ·  Admin →
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  10. Existing General ledger report gives understanding Summary/detailed Dr and Cr amounts but it does not tell you which Accounts are involved in transactions. Ability to create Summary Ledger for particular Account that shows correspondence with Accounts according recorded transactions. It is very useful to find mistakes if your allocations were wrong. For example, when you created bill and mistakenly choose wrong GST type or expense Account. Another good reason for monthly/quarterly reconciliation AR/AP. For example, creating AR ledger you will see aggregate or detailed amounts of Bank/Cash accounts, GST and Customer deposits. If you made mistake when you reconcile bank…

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  11. Right now there is a very wide range of APIs wrapped up in the "accounting.transactions" scope, with no way to provide more granular access within these APIs (https://developer.xero.com/documentation/guides/oauth2/scopes#organisation-scopes).

    This means that it's not possible to grant access to something quite narrow without also granting access to other things that are often not needed. For example, you cannot grant permission to creating/manipulating Sales Invoices without also giving access to all Bank Transactions at the same time.

    This problem is perhaps accentuated for Custom Connections, which are designed to be used for "in house" integrations, as ALL developers with access…

    61 votes

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  12. Sent to Contact on credit notes is read only right now.

    Please allow us to do a POST call to this so we can mark sent to contact true as needed

    2 votes

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  13. When using the CreditNote API. A get using the CreditNoteID returns the line array, but when you use a WHERE clause it does not return the lines array. Having said that, it seems to be intermittent.

    Yesterday I was able to do both these with the same ID:
    a) GET /CreditNotes/{id}
    b) GET /CreditNotes?Where=CreditNoteID={id}
    And they both returned the lines[] array.

    Today, only (a) works to return the lines[] array.

    1 vote

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    0 comments  ·  Credit notes  ·  Admin →
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  14. 4 votes

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    1 comment  ·  Credit notes  ·  Admin →
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  15. Currently when sending the invoice email from the API it sends as plain text. Update it to send the standard html email with the green 'Pay Now' button.

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  16. Allow the ability to include html in the Invoice email template so text can be made bold, italics, different sizes etc.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  17. We have a requirement to extract the Conversion Date of a company to work the total number of fiscal years with data, but it is not available through the API. Please expose it in the Organisation endpoint.

    1 vote

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    0 comments  ·  Journals  ·  Admin →
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  18. I would like to be able to retrieve the User Activity but cannot see an API for this.

    1 vote

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  19. Xero previously had an Expense Claims public API available (https://api.xero.com/api.xro/2.0/ExpenseClaims)

    However since 2018, a new Xero Expense product has replaced Expense Claims and any new organisation is forced on the new expense product. This new expense product currently has no available API.

    This is a regression as the previous API allowed developers to build integration with the Xero's expense features, however it is now not possible anymore.

    There is an existing trello card for this feature however I do not understand why it is still in the "nice to have" column although the number of votes is higher…

    8 votes

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  20. Incorporate the filters for outlet and revenue type and other available segmentations.

    Noted that Xero allows the user to configure accounts by 2 segmentations: seg1 and seg2.

    For example, trial balance filtered by seg1 and seg2.

    Alternatively, if the output can show information of seg1 ns seg2 for each transaction or account will also do.

    1 vote

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