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Accounting API

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534 results found

  1. Default Tracking option for line items

    Hi, the Xero api offers creation of Tracking options against line items but is missing a way to add Default Tracking option for line item so that the generated line item will have this option as preselected. Currently we have to ask our customers to go and set the proper tracking option themselves. Maybe if we can have an endpoint to associate a certain option as default for the line item that would be great and save our clients the work to assign it manually.

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  2. Add Contact address information for Quates endpoint

    There is no contact address information in the quotes endpoint

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    0 comments  ·  Quotes  ·  Admin →
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  3. Quotes with lineAmountTypes=inclusive returning wrong unitAmount

    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.

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    1 comment  ·  Quotes  ·  Admin →
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  4. Expose Paidto / Paid from field Prepayment and Overpayemt API

    I am working on Overpayments and Prepayments and when trying to fetch the Prepayments I am not able to get the 'Paid from' field in the API response (record image attached below).

    below is the response that i get from the previewer for the attached record
    {
    "Id": "8b72a53f-5525-42e9-a959-56321ccc4ee0",
    "Status": "OK",
    "ProviderName": "Xero API Previewer",
    "DateTimeUTC": "\/Date(1606125619612)\/",
    "Prepayments": [
    {
    "PrepaymentID": "d7de4e66-02c6-4032-a3e0-7837a13a0cdc",
    "ID": "d7de4e66-02c6-4032-a3e0-7837a13a0cdc",
    "CurrencyRate": 1.000000,
    "Type": "SPEND-PREPAYMENT",
    "RemainingCredit": 0.00,
    "Allocations": [
    {
    "Amount": 6559.30,
    "Date": "\/Date(1479168000000+0000)\/",
    "Invoice": {
    "InvoiceID": "03300666-fa19-457b-a7ed-cf683850fb94",
    "InvoiceNumber": "Inv.#. RG1620064",
    "Payments": [],
    "CreditNotes": [],
    "Prepayments": [],
    "Overpayments": [],
    "IsDiscounted": false,
    "HasErrors": false,
    "LineItems": []
    }
    }…

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  5. Update the UpdatedDateUtc value on an invoice when an invoice is sent or unsent via the Xero web interface

    Sadly this is a bug not a feature request ...

    We have found and verified that invoices that are sent via the Xero web UI do not update the UpdatedDateUtc value. In the case of synchronising to an external system this makes it difficult to keep the invoice status in sync (so we can avoid expensive API calls).

    Typical use case is:

    1. A lot of invoices are created - these sync to our local system.
    2. We track the latest modified date and store for future syncs.
    3. Invoices are sent from Xero - webhooks trigger for these.
    4. We then check with…
    1 vote
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    2 comments  ·  Invoices  ·  Admin →
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  6. batch payment

    An API to attach file for batch payment

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  7. Send pdf invoice when invoice send is triggered by the API

    We have been trying this endpoint
    POST https://api.xero.com/api.xro/2.0/Invoices/aa682059-c8ec-44b9-bc7f-344c94e1ffae/Email

    It sends an email to the customer with a link to the invoice.

    Currently it is not possible to configure this so that it includes the pdf attachment. There is a check box option for this functionality if using the UI.

    I am just thinking of all those people that want their pdf invoices sent directly to their ReceiptBank accounts etc.

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    0 comments  ·  Invoices  ·  Admin →
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  8. Implement filters available from front end

    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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    0 comments  ·  Files API  ·  Admin →
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  9. User Activity

    I would like to be able to retrieve the User Activity but cannot see an API for this.

    1 vote
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  10. Expose Conversion Date in Accounting APi

    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.

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  11. Allow html formatting in Invoice Emails

    Allow the ability to include html in the Invoice email template so text can be made bold, italics, different sizes etc.

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  12. return the lines array in the CreditNotes GET using WHERE query

    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.

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    0 comments  ·  Credit notes  ·  Admin →
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  13. Ledger for particular account shows corresponding Accounts

    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…

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    0 comments  ·  Reports  ·  Admin →
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  14. Business Central

    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…

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  15. GST F5 API

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

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  16. API Connectivity

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

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  17. create new endpoint for "Copy to Bill"

    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

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  18. update repeating invoices when an inventory item price is updated

    Currently when an inventory item's price has been updated, the updated pricing does not automatically apply to repeating invoices. Would love for an option to update be available.

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  19. add the platform 'Clockify' as an integration option

    Hi, it would be great to be able to automatically import time logs from Clockify per client and create weekly invoices.

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  20. Change of bank account - checkbox and/or prompt to verify that you have verbally confirmed the account details are correct for Suppliers

    Change of bank account - checkbox and prompt to verify that you have verbally confirmed the account details are correct for Suppliers. Date functionality of when you confirmed would also be beneficial.

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