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Accounting API

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543 results found

  1. Allow Tracking categories and options to be specified by GUID when using the API

    If a tracking category name or option name is changed then often this isn't picked up when bulk approving invoices and invoices get entered with missing tracking categories

    34 votes
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  2. Expose whether invoice reminders are enabled for a particular invoice

    This request is to expose a boolean value to determine whether invoice reminders are enabled for a particular invoice.

    Please let us know in the comments if you'd like to update this value as well as retrieve it.

    34 votes
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    3 comments  ·  Invoices  ·  Admin →
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  3. Apply Branding Theme by name

    Currently only way to add a Branding Theme to an invoice via API is by specifying the BrandingThemeID parameter.
    This is rather impractical as BrandingThemeID has to be unique across all of Xero, so if you hardcode the ID for your real Xero organization, when you go to try something with your demo organization, this will fail as ID is not the same, even if the name is.

    On the other had Xero already forces you to have unique names for your branding themes, but these are supposedly only unique within your organization, so you could have a Branding Theme…

    31 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Create API to get VAT return

    I would like to see how much has been calculated to 'pay to customs' for the current period. The same value seen in the current VAT report.

    31 votes
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    1 comment  ·  Reports  ·  Admin →
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  5. Expose internal unique identifiers in the API when retrieving reports

    Because we currently extract accounts through reports, we don't get the internal unique identifier and have to match on number and name. If the user re-names or re-numbers an account in Xero (and this is likely to happen to other entities) we lose the connection to the account stored in our system and the user potentially loses data.

    31 votes
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    1 comment  ·  Reports  ·  Admin →
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  6. Support for Inventory Adjustments

    Add support for the inventory adjustments in the API.

    Currently you can effectively perform inventory adjustments via the API using invoices. See the tracked inventory guide for more info: http://developer.xero.com/documentation/api-guides/tracked-inventory-in-xero/

    This request is to expose the specific inventory functionality in Xero via the API.

    30 votes
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  7. Xero Workpapers API

    Xero now has an integrated Workpapers application (http://www.xero.com/workpapers). This is a placeholder to track requests and potential use cases so we can evaluate development of this feature.

    30 votes
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  8. Update Journal API to support filtering based on the Date field OR a general where clause

    Currently, you can' t get Journals based on posting date (the Date field in Journal). It should be supported as it is more relevant than the if-modified-since filter. In general, the Journal API should support the where clause.

    30 votes
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  9. be able to retrieve Reports in PDF format as it is with the website

    I would like to export PDF reports via the API to email to management monthly via a 1 click process. I cannot built this presently without converting the report data to PDF format myself.

    30 votes
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    1 comment  ·  Reports  ·  Admin →
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  10. Call a webhook when a Quote is accepted

    When a quote is accepted by a customer, add the option to call a webhook.

    This would allow for integration with job tracking software and a secondary call to the quote API (https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/7040008-quotes-via-the-api) would allow me to retrieve the relevant information (customer, description, line items etc) in order to generate a job sheet for the accepted quote with all the relevant data for workers to begin the job.

    30 votes
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    3 comments  ·  Quotes  ·  Admin →
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  11. Add page size/limit to paging GET requests

    It would be useful to be able to specify the page size when executing paging requests for the various API GET resources. Currently, the page size is 100, but can't be changed. The issue is that 100 records can still be a long callout if that includes related information.

    Being able to do something like:
    /Invoices?page=1&pageSize=50

    Or similar would be handy!

    28 votes
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    2 comments  ·  Invoices  ·  Admin →
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  12. 28 votes
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  13. 27 votes
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    1 comment  ·  Admin →
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  14. be able to enter customers address when you create a quote/invoice.

    I'd like to be to able to enter the customers address when I create a quote or invoice. Currently I can only do this once the quote/invoice is created by editing the customers details.

    27 votes
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    1 comment  ·  Contacts  ·  Admin →
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  15. TaxNumber type field

    Contact entity has a field to store Tax number type (EIN, SSN, ITIN and ATIN). This field is accessible via UI or in exported csv file, but not accessible via API, while "Tax Number" itself can be read using API.

    26 votes
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    3 comments  ·  Contacts  ·  Admin →
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  16. Add a URL field to the CreditNote object to bring it in line with Invoice.

    The CreditNote object has no URL field, unlike the Invoice object.

    I suggest one is added which is clickable on browsing to the page for that credit note.

    26 votes
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  17. Be able to add new user to Xero via API

    To be able to add new user via API and connecting it with Employee, Customer, and Supplier

    26 votes
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    1 comment  ·  New APIs  ·  Admin →
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  18. Get Journals by Account Type

    I need to get all those Journals which involves a Bank account. (i.e. one of its JournalLines has an account of type Bank).

    Note that If I get all journals using Journal API, it is very time consuming. I hope to use the Journal API in such a way so that it only returns those Journal which involve a bank.

    26 votes
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    1 comment  ·  Journals  ·  Admin →
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  19. Contact Bank Details (all fields) to be able to be updated via API

    At the moment, contact bank details fields need to be updated through the front-end UI, only the BSB and Account number can be updated via API. Just wondering if Xero can add all fields to the Update contact details API function?

    "BatchPayments": {
    "BankAccountNumber": "0000007",
    "BankAccountName": "XXXXX",
    "Details": "SQUAD",
    "Code": "",
    "Reference": ""
    }

    25 votes
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    1 comment  ·  Contacts  ·  Admin →
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  20. Exposing organization's timezone in ISO 8601 format

    Currently Xero API exposes the timezone via Organisation endpoint as text eg. <Timezone>NEWZEALANDSTANDARDTIME</Timezone>

    25 votes
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