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Accounting API

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  1. The profit & loss api requires a % of income exported into their json it'll help report devs like me working on the custom reports to avoid complicated calculations on the reports and bring flexibility of data in the API

    1 vote

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  2. I've been working with GetBalanceSheet reporting api, I realized while fetching data for all dates and found out that it is returning data pointing to the last date of the month in the input date.

    Example:

    Get-Balancesheet API
    date: 10/24/2021 (mm/dd/yyyy)

    API returns data as of 10/31/2021 instead of 10/24/2021

    Get-IncomeStatement does not have this issue.

    1 vote

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  3. 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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  4. It would be great if the reference populated into one of the payment fields - ref or Code so the Supplier knows exactly what we have paid for - and allocates our payment as we intended.
    The Accredo package did it - all part of package.

    1 vote

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

    1 vote

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

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  7. 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…

    1 vote

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  8. For all bill journals retrieved through the GET Journals API, the reference field is blank. There is a reference field on bills. It would be great if they could be written to the journals table and exposed through the API

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    0 comments  ·  Journals  ·  Admin →
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  9. 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…

    1 vote

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  10. 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.

    1 vote

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    0 comments  ·  Credit notes  ·  Admin →
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  11. Allow the ability to include html in the Invoice email template so text can be made bold, italics, different sizes etc.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  12. 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.

    1 vote

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    0 comments  ·  Journals  ·  Admin →
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  13. I would like to be able to retrieve the User Activity but cannot see an API for this.

    1 vote

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  14. 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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  15. When the new authentication system goes live - the invoice webhook should send the invoice payload. This makes sense as the authentication system is 1:1, and it will reduce the amount of API calls.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  16. 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.

    1 vote

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    1 comment  ·  Invoices  ·  Admin →
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  17. An API to attach file for batch payment

    1 vote

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  18. 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.

    1 vote

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    0 comments  ·  Journals  ·  Admin →
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  19. 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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  20. There is currently no way to set or retrieve CIS fields via the api with the exception of:
    - CIS Enabled (GET ONLY)
    - CIS Value (GET ONLY)

    This request is to be able to GET POST AND PUT all contact CIS fields via the API including:
    - CIS Enabled
    - Registered CIS Name
    - CIS Rate
    - Organisation Type
    - Unique Taxpayer Reference
    - Subcontractor Verification Number
    - National Insurance Number
    - Customer Registration Number

    NOTE: Although Customer Registration Number is not under the CIS section, it IS mandatory if CIS Type is set to Limited Company so this…

    1 vote

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