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Accounting API

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  1. This should be similar to the Modified After parameter for invoice requests. The UpdatedDateUTC field is available int the body of the file response and users would like the ability to filter on this.

    This is in lieu of webhooks notifying users of the file API of changes, which is a separate requested feature.

    3 votes

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  2. When an account has a zero balance and no transactions for the specified time period in the Bank Summary Report, it is excluded from the returned data.

    The request is to provide an optional parameter, 'includeZeroBalances' or the like, that includes these accounts and displays them in the report with zero balances.

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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  3. Just have the API produce the aging buckets like the report

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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  4. Currently the URL elements of various Xero resources appear to reject URLs that do not fit the http or https scheme. It would be very helpful if this barrier was removed.

    Both OS X and iOS are seeing an explosion of applications that implement custom URL schemes as a way to hook or callback. https://developer.apple.com/library/ios/documentation/iPhone/Conceptual/iPhoneOSProgrammingGuide/Inter-AppCommunication/Inter-AppCommunication.html

    My personal use case is a custom built warehouse management system. Our established application is hosted on premises, with client runtimes on OS X and iOS. We're integrating as a private app to Xero and will be pushing in contacts, payables and sales. All of…

    3 votes

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  5. I have a few clients who have a Group of companies, transactions between them are posted through an intercompany loan account, which needs to be reconciled. It would be great if transactions posted to that account appear in a linked company and a check is made to show that the loan accounts balance.

    3 votes

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    0 comments  ·  Accounts  ·  Admin →
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  6. Xero is awesome for Financial data management and manipulations. Its API providing the extra strength to Xero for integrating Xero with other webapps. Of course Most of the APIs are in still Xero Development Phase, But we need an extensive API for getting the reports(at minimum Tracking Summary Report) to make the use of tracking summary data inside webapps.

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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  7. Currently when you send an invoice via the Xero to Xero network it does not pass a PDF copy of the invoice as an attachment.
    You have to download and re upload the PDF which takes away from teh benefits of sending through the Xero to Xero network

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  8. The ability to add Branding Themes, Tracking Categories through the API.

    3 votes

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  9. When searching sales or purchase invoices would it be possible to have a drop down box to select if All, Awaiting Payment, Paid etc instead of being in the tab first before selecting search.

    I dont know how many times I have entered the search item only to find I am in the wrong tab and have to reenter details in the correct tab very frustrating ... but still forget next time I search

    Would be much easier to select this option after search detail is made

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  10. You've already created an app on Zapier, well done. But the app is very limited (Invoices, etc). Please add more object types. If most of your object types were there, we could integrate much easier with Xero. And Xero's technical cred would increase dramatically if the ease of moving Journals, Payments, etc were simply creating new Zaps.

    3 votes

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  11. Would like to be able to access the journal narration through the API. Currently you can just access the line item reference but this requires too much coding effort by our bookkeeper and as such most reference lines are blank. However, every journal/transaction has a narration so would be great to access this.

    3 votes

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    0 comments  ·  Journals  ·  Admin →
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  12. I use QWD and would like to see the Management Report exportable as well as more budget reports eg budget per month from budget manager.
    This would allow far more flexibility in building reports and dashboards.

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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  13. 3 votes

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    0 comments  ·  Banking  ·  Admin →
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  14. The only way of modifying the Expected Payment Date via the API right now is to remove every payment first, then update the date and reapply the payments. We have customers paying via installments (of up to 30 payments) and it would seem a lot more logical to allow changing the Expected Payment Date.

    The reason why the Expected Payment Date is important to us is that we use it for cashflow forecasting.

    3 votes

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    2 comments  ·  Invoices  ·  Admin →
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  15. Fix linq count() to match stanadard, not massed up version..
    Count cannot be paged, this is very basic..

    3 votes

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    1 comment  ·  Journals  ·  Admin →
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  16. 3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  17. The C# wrapper is looking for CreatedDateUTC, UpdatedDateUTC & Date but the API returns just UpdatedDateUTC and even this appears to be wrong in my testing (I get 2008-09-25T11:04:21.707).

    I'd like to see ReportingDate and PaymentDueDate.

    3 votes

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  18. GET CreditNotes has the InvoiceNumber field but not the ContactNumber field. It would be quite nice to have both.

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  19. Currently when you POST or PUT, Xero will either accept or reject each of the entries. Provide an option to POST or PUT data (Invoices) and have the results returned WITHOUT actually updating any data. That would allow an All or Nothing approach to batch data submission.

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  20. Would enable the measurement of new business. e.g. number of new customers since the start of the year and their $ value.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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