726 results found
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give the option for cashbook clients (that are cash coding) to add accounts to the chart of accounts - not just edit bank accounts
Giving the option for clients that have limited access to the partner edition GST or non GST cashbook, that have "cash coding" access - the ability to add accounts to the chart. At the moment clients can only add or delete bank accounts. Some clients I wouldn't want to give this option to, but for other clients we would and don't want to have to keep adding them for them.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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3 dec point in money
please can we have 3 dec point in money. eg. i need to be able to enter ... @ $0.075
1 vote -
In History & Notes > Created or Reconciled by System Generated, could it be the name of Xero account that login.
In History & Notes > Created or Reconciled by System Generated, could it be the name of Xero account that login.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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For an api call to log out
Xero is alive for 30 minutes. For a scenario if a user successfuuly logs in by an application and logs out from the app. Another user comes in with same app and log in and try to connect to xero, he will be in the previous users account.
Thus for every "connect to xero" if there is an api to log out of the user then for every "connect to xero" the user should give their login credentials to avoid this situtation
1 voteIt sounds like you may not understand fully how our various application types work (http://developer.xero.com/documentation/getting-started/api-application-types/) feel free to ask in the developer community if you are still stuck: https://community.xero.com/developer/
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The ability to include all open invoices with the statement...
This can either be in the same PDF, or links within the statement PDF. This would avoid asking us for copy invoices, even though they have been sent to them...
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Make it possible to back up and restore xero at any point
Xero makes it very difficult to undo transactions and postings if they have been done incorrectly. Could you make it so before handing xero over to clients you could take a back up of the accounts which you could then restore if nessacery and overwrite any mistakes made.
Thanks
Jasmine
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Add an OData interface to query live transaction data directly from Microsoft Excel
Microsoft Excel is an essential tool for all accountants. It can be easily configured to consume an OData data source. OData is a standardized protocol for creating restful data APIs. This XML-based protocol supports the ability to create filtered data streams. By exposing live transaction data through a secured, well-engineered OData API, you will be adding massive value to your customers accounting data. OData combined with Excel Pivot Tables and PowerPivot creates an incredibly potent analysis and reporting tool. All your customers already own Excel. PowerPivot is a free add-in from Microsoft. All that's needed is an OData API and…
1 voteWe have no plans to support OData, preferring to stick with our technology agnostic web services API with OAuth authentication.
There are however, a number of commercial add-ons available using our API, providing Excel integration:
http://www.businessbackbone.co.uk/xero-excel-reporting
http://www.quickwindevelopment.com/addons/excel-integration-tools/ -
Set Sales Account on invoice lines from HARVEST based on XERO item setup
Currently all invoice lines from HARVEST get set to the single default sales account (e.g. 200 Sales) setup in HARVEST even if the invoice line has a HARVEST Category that has been auto created in XERO as an Item and the item has different a different Sales account setup!
This means I have to every time go into XERO and change the account on the invoice lines which defeats the point of having different items!
This is critical given the number of invoices per month I do
Examples of the type of revenue lines:
Expenses - i.e. back to back…1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in Harvest I’m afraid we have to decline this suggestion. We will pass on your suggestion to the Team at Harvest however.
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have a pay now button to un lock suspended subsciptions!
i have a message to say my account is due on the 12th - 1- 2014, today is the 5th but you have suspended my account ? this is not acceptable sort it out please
1 voteThis developer API feature request forum is not the best place to ask for help – please email support@xero.com with as much detail as you can and someone will be happy to assist.
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1 vote
As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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allow bulk editing of recurring Invoices
If I have a product or service that has a monthly recurring invoices.
There can be lots of customers that are invoiced monthly for this same product (xero recurring invoice).
If I change the price for the inventory item they are getting invoiced for monthly, I was told by the help team that I will have to manually edit every single invoice that includes that item one at a time, to change the price?
This seems like a very big task for such a common occurrence, so there should be some automatic way of doing it, either from an API,…
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Add pay now button for statements sent via email
If a customer wants to settle more than one invoice they have to view individual invoices and enter payment details each time - this method is onerous for customers.
It is preferable to send a statement and allow the customer to "pay now" on the statement balance due - In effect bulk settling invoices.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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create Purchase Order reports
Currently there is no way to report on the status of purchase orders, or details of what has been ordered. I think we should have a basic report exportable to excel with the following headings:
PO number,
supplier,
details of items on order,
date raised,
date due,
amount,
total,
gst,
grand total,
status,
person who created the PO.1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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make it easy for other 3rd party payroll companies to import their GL report to update Xero
You have a short list of payroll companies who can already interface with Xero accounting software, but I cannot find the format a general ledger needs to be in, in order to update the GL in Xero.
It needs to be easier to become one of those payroll companies, or you need to provide an import function and provide an import spec sheet.
1 voteXero provides an API which is free for developers to interface to, and our recommended way of connecting applications.
We even have a guide on how payroll applications can integrate with Xero: http://developer.xero.com/documentation/api-guides/how-to-integrate-my-payroll-system-with-xero/ and we are more than happy to promote applications that do: http://developer.xero.com/partner/.
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Fast way to reclassify bulk transactions from any type of account, location, or class in Xero.
We need a fast way to reclassify bulk transactions from any type of account, location, or class. QuickBooks has the Reclassify Transactions feature and Xero should have the same.We also need the ability to change account types for bank accounts to any Asset, Liability, Equity, Income, and Expense accounts. My suggestion, give us Xero Partners accountants tools like QuickBooks does for us. Our clients do not get these tools, but QuickBooks ProAdvisors get them. Xero can do the same for us Xero Partners.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – there is already a suggestion in the main Xero community you can vote on: https://community.xero.com/business/discussion/67111
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have purchaes owing displayed on dashboard , same as salesshows drafts and outstanding.
It is really great to be able to see outstanding Sales invoices and draft invoices. Would be fantastic if i could also see on the dashboard Bill amounts owing and outstanding.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Change Credit Notes Editing
When trying to complete a credit note you cant amend the amount on a invoice that has already received a payment this is frustrating as we run promotions all the time and it is annoying to have to either delete the invoice and reenter it or delete the payment and re enter it, this is more work load and it would be more benifical to be able to enter the amount that you are wanting to enter rather then it automatically deleting the amount outstanding on the invoice, will they be able to make this more user friendly by entering…
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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New Feature - Internal Payment Gateway
It would be great if there was an internal payment gateway system built into Xero which would allow us to store customer credit card information against their card file data masked so that it couldn't be re-read after being entered, and then trigger a payment against that card either from an invoice against that card or through the API. We do not want to have to store credit card details on our system nor are we keen to use an external credit card gateway which would still need us to store those details in the database somewhere. Storing the details…
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Add nested sorting feature
When selecting transactions to match bulk bank payments the columns allow for only individual sorting. It would be nice to be able to sort by customer and date rather than just either. I suppose you could apply nested sorting to all column selecting areas of Xero.
1 voteAs this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you make your suggestion in the Xero Community forum: https://community.xero.com/business/
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Client code field when setting up new clients
Currently, there is a feature to add a client code for businesses who handle multiple clients. However this code can only be entered after the client is setup as a separate step. It would be quicker to optionally add the client code as part of the setup process.
1 vote
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