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Accounting API

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578 results found

  1. Posting receipt of payments on Invoices or downloading of receipt pdf of the payment

    On XERO online portal, when we add a payment we can send a receipt to customers email. Similar way can we have this feature via api. Either by posting receipt on payment acceptance or download receipt pdf of payment. This is something must have feature.

    34 votes
    4 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  2. 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.

    33 votes
    6 comments  ·  Admin →
    How important is this to you?

  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
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  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
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  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
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  6. 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
    1 comment  ·  General Requests  ·  Admin →
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  7. Multi-currency Bank Transfers

    Currently, if I try and send a Bank Transfer through the APIs between 2 accounts with different currencies, I get an error response with the message:

    "Multi currency Bank Transfers are not currently supported"

    There is a field for the "CurrencyRate" in the documentation for GET, however, setting this for a PUT call, results in the same error message.

    It's possible to do this through the UI as a user, it should also be possible to do this through the APIs.

    30 votes
    2 comments  ·  Banking  ·  Admin →
    How important is this to you?

  8. 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
    2 comments  ·  Items / Inventory  ·  Admin →
    How important is this to you?

  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
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  10. Update Repeating invoices via the API

    It's great that we can create and delete repeating invoices via the API, but we also need the ability to update them, especially options such as ApprovedForSending, Next Invoice Date, and Due Date.

    29 votes
    4 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  11. Make the BrandingTheme for a contact customizable

    Currently the field 'BrandingTheme' is only returned on a GET request. We would like to have this field customizable, so we can change the theme used based on info in our CRM

    29 votes
    4 comments  ·  Contacts  ·  Admin →
    How important is this to you?

  12. Improve the format of responses for Report endpoints

    See http://answers.xero.com/developer/question/47411/ for more detail

    28 votes
    0 comments  ·  Admin →
    How important is this to you?

  13. 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.

    28 votes
    1 comment  ·  Contacts  ·  Admin →
    How important is this to you?

  14. Add Foreign Currency Gains and Losses report to API

    27 votes
    1 comment  ·  Admin →
    How important is this to you?

  15. 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": ""
    }

    27 votes
    1 comment  ·  Contacts  ·  Admin →
    How important is this to you?

  16. enable sending of Quotes via email, like you do for Invoices

    So Invoices has endpoint:
    POST https://api.xero.com/api.xro/2.0/Invoices/aa682059-c8ec-44b9-bc7f-344c94e1ffae/Email

    Could we do the same for Quotes?

    27 votes
    1 comment  ·  Quotes  ·  Admin →
    How important is this to you?

  17. 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
    0 comments  ·  Credit notes  ·  Admin →
    How important is this to you?

  18. Override tax amount of line items in Bank Transactions endpoint

    Since overriding of line item's tax amount is possible in Invoices endpoint, same capability should also be possible in BankTransactions endpoint.

    26 votes
    1 comment  ·  Admin →
    How important is this to you?

  19. 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
    1 comment  ·  New Endpoints / APIs  ·  Admin →
    How important is this to you?

  20. 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
    1 comment  ·  Journals  ·  Admin →
    How important is this to you?
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