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Accounting API

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Accounting API

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  1. 2 votes

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  2. The Projects endpoint of the Xero Projects API does not include the OpenDate and ClosedDate as fields.

    These are useful for users to report with and should be included.

    2 votes

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  3. In the current version of Xero, the deletion of allocations from PrePayments and Credit Notes is not allowed via the API and can only be done via the web interface.
    It is a much-needed feature and we have tens of hundreds of clients who are asking for it.

    2 votes

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  4. Currently it's possible to add a 0 value transaction on a bank account using the web interface by clicking "New Transaction" selecting "spend money" then adding a positive sum to one account and a negative sum to another account.

    When attempting this with the API you get a validation error "The Total for this document must be greater than zero".

    This is a simple request to remove the additional validation on the API to allow this transaction to be added (like you can in the web interface).

    Something similar can be achieved with a manual journal, however these don't support…

    2 votes

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    0 comments  ·  Banking  ·  Admin →
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  5. A customer of ours need to pull Invoices via the Xero API and are particularly interested in the COGS value of sales in order to calculate a Gross Profit value.

    Unfortunately, that value does not appear in the Invoices endpoint.

    I ran some tests where i posted a sale, then posted a purchase with items with a higher purchase price, then edit the sale and increase the quantity.

    I then checked journals and i could see a reversal jounral for the COGS that used the old COGS value, and a reposting using the new COGS value.

    This implies the data…

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  6. When a contact has been added or removed from a group, or when a group is changed the UpdatedDateUTC on the contact should also be change to reflect this.

    2 votes

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    1 comment  ·  Contacts  ·  Admin →
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  7. It would be great to have an budget upload API.
    I'm using G-Accon to push data in Xero, it would be great to be able to push budgets too.
    Currently, Xero's budget manager is a bit rigid in its layout. However with G-Accon I could use a custom layout, or for example narrow down for a departmental budget, and then push to Xero.

    2 votes

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  8. We are trying to sync customer's Tasks across Xero Projects, currently we have to poll for all Tasks on each Project. Some customers are using 200+ 'active' (state= INPROGRESS) projects, however they are only adding 5-10 Tasks a day spread across these projects.

    If we were able to query the /projects endpoint with a 'If-Modified-Since' parameter (or header) and the result only contained projects either updated direct or those that had associated Tasks added/edited, then we would only need to call /projects/:id/tasks for those ProjectId's, likewise if this endpoint also could be queried with If-Modified-Since then only those new Tasks…

    2 votes

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  9. In lieu of being able to interact with the Bank Feed information directly via the API - it would be useful to be able to run the Bank Reconciliation Report directly from the API.

    The use case in mind is:

    I would like to set up a proactive notification when there are incoming amounts that are not reconciled in Xero in order to prompt someone to go in to Xero and manually reconcile those items. This will help prevent our customers from getting automated invoice reminders when they've paid.

    We're not at the point yet where someone is in Xero…

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  10. 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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  11. Your system needs to support longer SKU's if you plan to continue working with the KATANA platform and Shopify they do not have a hard SKU limit and because of this we are unable to import a number of the orders we import from Shopify into Katana... and this requires us to do a work around to create a order/invoice in your system...

    2 votes

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  12. 2 votes

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    0 comments  ·  Reports  ·  Admin →
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  13. It would be useful to get a general idea of the size of a particular organisation. The journal count also serves as a maximum on the journal number field. Useful for displaying the percentage completed, if an API user is pulling the entire ledger.

    2 votes

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    0 comments  ·  Journals  ·  Admin →
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  14. Unlike invoices, if lineAmountTypes='INCLUSIVE', quotes return the items with unitAmount having the tax deducted.
    Example (invoice):
    1. Invoice created with lineAmountTypes=Inclusive with 1 item with unitAmount=100, quantity=1.
    2. GET invoice returns the invoice with the item. unitAmount field is correctly showing 100

    Example (quote):
    1. A Quote is created with lineAmountTypes=INCLUSIVE with 1 item of unitAmount=100, quantity=1.
    2. GET quote returns the quote with the item's unitAmount=86.96 (86.96+15% GST = 100) which is wrong.

    2 votes

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    1 comment  ·  Quotes  ·  Admin →
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  15. Hi Team,
    Can you please provide an API to get Login History of all users.

    The data is already available in Xero's Dashboard but there is no API associated for the same.

    It will help us to track our users in more better way.

    2 votes

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  16. SIE is a universal data format to exchange accounting information between different systems.

    Our auditor prefer having a SIE4 file, which he would import into his own system, to do the final revision and making necessary documentation for the government. W/o this file he has to tap in the data manually, which takes more time and cost us more money.

    We would like to add the SIE file format as an alternative for export.

    For mor information
    https://en.wikipedia.org/wiki/SIE_(file_format)

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  17. Linked Transactions are limited to one per call via the API. This results in having to make a great many API calls unnecessarily. For instance linking the invoice line items to a project after several invoices with many lines are added via API will require many more calls than are allowed. For now I will have to put in place a costly work-around to trickle in the linked transaction calls.

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  18. It would be extremely useful to us, if the Income By Contact report were to be requestable through the API.

    2 votes

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    1 comment  ·  Reports  ·  Admin →
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  19. Expose Cashflow statements via the API

    2 votes

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  20. Need to have a way to generate OnlineInvoiceUrl while creating Invoices in single API call so no need to do api calls twice to get the onlineInvoiceUrl using GET https://api.xero.com/api.xro/2.0/Invoices/9b9ba9e5-e907-4b4e-8210-54d82b0aa479/OnlineInvoice

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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