I suggest you ...

PUT/POST tracking categories and options

Be able to create tracking options via the API. Also when creating invoices via the API allow the creation of tracking options within Xero's existing tracking groups if they don't exist.

134 votes
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    RichardRichard shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →


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      • AndreAndre commented  ·   ·  Flag as inappropriate

        How can you filter Options.Option.Name (TrackingCategory) using the API?

      • Si ChanSi Chan commented  ·   ·  Flag as inappropriate

        Would be good if tracking can be fully added to the API wrappers (.NET API in particular...).
        Right now, we can't create invoice LineItems with particular tracking categories.

      • MattMatt commented  ·   ·  Flag as inappropriate

        We really need this feature, do you have an ETA for it coming?

      • Ronan Quirke - XeroRonan Quirke - Xero commented  ·   ·  Flag as inappropriate

        @Tom - in that time period we have released dozens of feature improvements to the API, and that has moved this feature request further up the list. It would be incorrect to assume that just because this request has not been delivered, there is no point in using our feature request forum.
        You can get a flavour of the work we have done to date on our release notes page: http://developer.xero.com/documentation/api/v2-release-notes/

        We genuinely appreciate the time developers take to vote and comment on requests and it very much does get factored into our development priorities, The use cases that developers provide in the comments really help us build API features in the way our API consumers want them.

        We would love to deliver everything asked of us much faster, but we have to apply our resources carefully given they are finite.

        I won't update the status of this request until we have some concrete news on progress, but we are listening.

      • TomTom commented  ·   ·  Flag as inappropriate

        What is the point of the voting and user voice?
        This feature request has been shared in 2009. More than 4.5 years ago. Nothing happened.
        Admin responded 3 years later and still under review for more than a year now.

      • Ben BSFBen BSF commented  ·   ·  Flag as inappropriate

        We have thousands of invoices sent to Xero via the API and have to manually update each line item on the invoices with a tracking category after they are created. This is hugely time consuming and really needs to be automated. I hope that the Xero team can develop this functionality soon!

      • Anonymous commented  ·   ·  Flag as inappropriate

        Customer of mine is copying invoices from Infusionsoft to Xero. They have a custom field in Infusionsoft which they want copied as the Region tracking category for each line item in the invoice.

        Unless I can add these on the fly, each tracking category option must already exist in Xero for all this to work. Otherwise, the API silently ignores the Region tracking category option that I try to set for each line item.

      • henzard krugerhenzard kruger commented  ·   ·  Flag as inappropriate


        New Use Case:

        A fuel supplier has a shop and forecourt these are loaded on Initial setup. The fuel is subdivided into type of fuel, while the stock types in forecourt is sub division of forecourt.

        As these clients grow the subdivision change en these are then handled by error handling. For this reason the initial setup is also operator intensive.

        There is currently no integration into an accounting system with a tier 3 forecourt system. Development is under way for integration with winbranch but is limited due to tracking.

      • Gareth EvansGareth Evans commented  ·   ·  Flag as inappropriate

        We have a quoting system which when a quote is approved, it becomes a job. For back costing, we want to push the job number that's allocated through as a tracking category against each invoice in xero. Because we can't dynamically create tracking categories, that job (which is created and given an identifier in our system) has to then be manually created in the xero system before we can push an invoice with that tracking category attached.

        My client(s) would like to know when this will be possible, at the present time I've told them they need to create the tracking categories manually before they can push an invoice but that's less than ideal.

      • MikeBlockCPAMikeBlockCPA commented  ·   ·  Flag as inappropriate

        Everyone should want Xero to be able to create tracking options via the API. Its current capability is obviously inadequate.

      • Nicola SalvoNicola Salvo commented  ·   ·  Flag as inappropriate

        Any update on this? We are adding the category in order to assign expenses to specific customers, but I need a way of populating the tracking category from an external source which has the list of all our customers.

      • David MastersDavid Masters commented  ·   ·  Flag as inappropriate

        We are currently developing a Line of Business (LOB) application which handles large scale contract (date based) calculations around invoice line items. We are intending to use Xero for ALL accounting and will be relying on the use of Xero Categories for Cost Centre and Profit Centre reporting.

        The initiation point of a Xero Category would be on our side of the API in the LOB application and the ability to either PUT or POST Categories (in addition to GET) is essential.

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