580 results found
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List all organisations of users after authenticated with a xero app
I am an accountant, here is my suggestion i just create an app on xero and ask my clients to authenticate with the app. After authentication i need list of organisation of my client and basic organisation details .
2 votes -
Filter by Last Edited By
Is it possible to filter by lasted edited? I would like to exclude data that was last edited by the System and only data that was edited by a xero user
2 votes -
Be able to do a GET on item transactions
eg get all transactions affecting xyz item for abc period? Qty and value.
2 votes -
Specify date range in Chart of Accounts
When you drill down to the transactions within a particular account in the Chart of Accounts it would be handy to be able to specify a date range so you see the transactions within that date range only.
2 votes -
create a new report for suppliers customers
We need a report which can show all activity in suppliers/customers ledger by date ie invoice date, description, payment date. I cannot see anywhere a report like that which would be very useful.
2 votes -
Add a notes panel to the dashboard
A notes panel on the dashboard would be great so other people in your organisation can see what the procedures are with that client.
there is a place to put notes in Practice Manager.2 votes -
Prevent me from adding new contacts so easily from the "Add Bill" (and similar) screens.
I have batches of 20 or more bills to add at once.
I want to do them quickly.
I know the supplier name is already in Xero and that autolookup will find the name if I just type the first 3 letters.
But alas! I hit the TAB key before the autolookup feature has worked, and now I've created a new supplier called Ral, or Mad, or Win, or Upg, or...
Please fix this, it drives me mad.2 votes -
New Feature - Contacts Reform
• Contacts/Project Dashboard - The Contacts page could be improved with a dashboard of all relevant data for that Contact such as the P&L for the client and their projects. I would also like to see a Statement feature detailing all invoices and payments in journal display i.e. account debits and credits, filtered either by Contact and/or Projects.
• Sales Pipeline – A New Leads/Tenders/Quotes feature would allow the Sales team to add details for new clients and projects. Unsuccessful New Leads could be demoted to Old Bids which would keep the contact, bid and project details on the system.…
2 votes -
Invoice Payments (property) object missing Account info
In invoice get api, it has Payments named property, which contain payment of that invoice. Problem is that Invoice->Payments property is missing Account info.
2 votes -
2 votes
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Issue on Put method for creating a tracking option - Python
I want to create a tracking option ((i.e) Add tracking option) under the respective tracking category, using Xero tracking category API for my organisation. But while creating data using 'put' Requests method, it is not creating.
I am using the below condition in python:
response = requests.put(url=url, auth=oauth, data=xml_string)
I want to know, what is the format for the data to be updated in the requests, for both content type xml/text and application/json.
xml_string and url, I given is below:
xmlstring='<Option><Name>S11963</Name></Option>'
url = 'https://api.xero.com/api.xro/2.0/TrackingCategories/{TrackingCategory}/Options'where Tracking_Category='620815a2-a7c6-4b85-8b01-ffb254ab34ad'
Error: <ApiException xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">\r\n <ErrorNumber>500</ErrorNumber>\r\n <Type>UnknownErrorException</Type>\r\n <Message>An error occurred in Xero.…
2 votes -
Be Able To Get Customer Credit Rating Through The API
Given that credit ratings can now be shown for customers in the main application I would like to suggest that the credit rating, even as a number or as a descriptor (matching the rating gauge in the main interface, be made available through the API in the contact payload data so that when viewing customer data through the API the credit rating can be seen as well.
2 votes -
Web Hook - Notify on bill change
Can web have a web hook that notifies on bill events such as in the below list so that bills that are entered through the API can be updated by the Xero web hooks service on business servers...
Proposed events...
- Bill Update (such as adding or removing line items, changing bill numbers, etc)
- Payment recorded against bill
- Credit note applied against bill2 votes -
Replace / Fix inaccurate text when non-Admin user attempts to connect via API
This idea will take about 15 minutes to implement, so I hope it is looked at soon.
When a non-Admin user attempts to connect a Partner App to Xero via the API, they are given an inaccurate message. The message reads
"You don't have a Xero Organisation yet."
This is inaccurate, as they often do have a Xero Organisation but are not an Admin. This leads to wasted time, support calls, irritated users, and unhappy partners.
Please replace that above message with something like
"You are not an Administrator of any Xero Organisations yet."
https://breadwinner.com/wp-content/uploads/2017/12/Xero-inacurate-error-message.png
2 votes -
Bank Statement Query-Click on searched transaction to enter details
'Upon searching for imported/feed bank transaction, to click on said found transaction to enter/create details/transaction & reconcile'.
I have a lot of US Dollars transactions that come through the credit card & bank account - I need to search for the AUD value before I can input it via the bank feed 'bank statement' tab. Many are once off suppliers, so no need to enter bills - esp as I dont get paperwork with AUD only USD. It would be great if I could then click on said found transaction to complete the process and reconcile. Even if it takes…2 votes -
Last date a bank feed was refreshed
Allow the last date any bank feed was refreshed to be queried for an organisation via the API
2 votes -
Date of last VAT return
For UK VAT registered organisations, allow the date of the last VAT return submitted to be exposed via the API
2 votes -
Different Contacts under the one company for example - Sales, Purchasing, Accounts Payable, Accounts receivable and the General Manager..
It is frustrating when i send statements or invoices and i have to go in and individually delete the sales emails and other general contact details. I have them all ticked to include in emails though as I need to send my invoices to accounts payable and the salesman but statements go to another accounts person . When we purchase from the same customer we have to send to accounts receivable. It would be great to have different Contacts so when i click send statements i dont have to delete the rest of the contacts.
2 votes -
add an endpoint for BankStatements so we can read the bank feed through the API
We need to automatically recognize certain payments withing the daily bank feed statements and create overpayments on the respective client accounts.
The information is already available as the lines of the statements are available in the portal so it is just a matter of exposing it through the API.
Currently this is done by our accountant which takes a lot of his time for no good reason as this can easily be automated.2 votes -
Add Income By Contact to Reports API endpoint
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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