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Accounting API

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586 results found

  1. It would be very useful to be able to programatically enable or disable invoice reminders for a given invoice when an Invoice is created using the Invoices API.

    2 votes

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    1 comment  ·  Invoices  ·  Admin →
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  2. In lieu of being able to interact with the Bank Feed information directly via the API - it would be useful to be able to run the Bank Reconciliation Report directly from the API.

    The use case in mind is:

    I would like to set up a proactive notification when there are incoming amounts that are not reconciled in Xero in order to prompt someone to go in to Xero and manually reconcile those items. This will help prevent our customers from getting automated invoice reminders when they've paid.

    We're not at the point yet where someone is in Xero…

    2 votes

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  3. Sent to Contact on credit notes is read only right now.

    Please allow us to do a POST call to this so we can mark sent to contact true as needed

    2 votes

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  4. Your system needs to support longer SKU's if you plan to continue working with the KATANA platform and Shopify they do not have a hard SKU limit and because of this we are unable to import a number of the orders we import from Shopify into Katana... and this requires us to do a work around to create a order/invoice in your system...

    2 votes

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  5. 2 votes

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  6. 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.

    2 votes

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    0 comments  ·  Journals  ·  Admin →
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  7. Hi - I've been looking at reconciling via the API for a client and it seems that functionality hasn't been put into the API which is a shame.

    My client has found "software robots" which can do this via scripting. Kind of like taking Software Automation software and running it for production purposes.

    Products like these...
    https://growbydesign.kartra.com/page/roboworkforce
    https://www.youtube.com/watch?v=fjdLAqgwMKA

    I've got my own thoughts but I'd like to get an understanding what Xero's stance is with products like this and any pro's and cons....

    Many thanks for any and all input.

    Thanks
    Pat

    3 votes

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  8. Unlike invoices, if lineAmountTypes='INCLUSIVE', quotes return the items with unitAmount having the tax deducted.
    Example (invoice):
    1. Invoice created with lineAmountTypes=Inclusive with 1 item with unitAmount=100, quantity=1.
    2. GET invoice returns the invoice with the item. unitAmount field is correctly showing 100

    Example (quote):
    1. A Quote is created with lineAmountTypes=INCLUSIVE with 1 item of unitAmount=100, quantity=1.
    2. GET quote returns the quote with the item's unitAmount=86.96 (86.96+15% GST = 100) which is wrong.

    2 votes

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    1 comment  ·  Quotes  ·  Admin →
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  9. Hi Team,
    Can you please provide an API to get Login History of all users.

    The data is already available in Xero's Dashboard but there is no API associated for the same.

    It will help us to track our users in more better way.

    2 votes

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  10. SIE is a universal data format to exchange accounting information between different systems.

    Our auditor prefer having a SIE4 file, which he would import into his own system, to do the final revision and making necessary documentation for the government. W/o this file he has to tap in the data manually, which takes more time and cost us more money.

    We would like to add the SIE file format as an alternative for export.

    For mor information
    https://en.wikipedia.org/wiki/SIE_(file_format)

    2 votes

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  11. I'm looking to filter the Linked Transactions returned by the GET. It looks like this was planned feature in the September 11, 2015 release notes and many other end points support Is-Modified-Since.

    2 votes

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  12. It would be extremely useful to us, if the Income By Contact report were to be requestable through the API.

    2 votes

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  13. Expose Cashflow statements via the API

    2 votes

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  14. The API guidelines state that you can only send a batch payment in the currency of your account. E.g. if your account is in GBP, then Batch Payments can only be in GBP, even if you have a multi-currency account like we do.

    We'd like to propose allowing Batch Payments if the transaction currency and the bank account currency are the same.

    E.g. You have a home currency of GBP, but you can create batch in USD, if the bank account is in USD, and the invoices being paid are also in USD.

    Just a suggestion.

    2 votes

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  15. So, I have an invoice with its payment but it's set as unreconciled I'd like to update that payment and set it to reconciled but i get the error: "Message": "Payments against invoices or credit notes cannot be updated."
    Is there anyway i can reconcile this invoice and payment via API?

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  16. Add location and warehousing feature and also avail lot tracking facility

    2 votes

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  17. GET https://.../Invoices?order=UpdatedDateUTC%20DESC&page=2

    OR

    GET https://.../Invoices?order=UpdatedDateUTC%20DESC&id=12345

    Either way both return 100 results either starting at page 2 or at object with id 12345

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  18. Invoices has a filter of InvoiceNumbers. But this functionality is missing from Credit Notes even though Credit Notes are basically a negitive invoice. We need to be able to query for the status and existence of Credit Notes but keep hitting our API rate limit. We are using an WHERE OR statement but it's slow and we cannot check more than a few credit notes at a time.

    2 votes

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  19. Expose an isDeleted flag or something similar when pulling down Journal Line entries.

    2 votes

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    0 comments  ·  Journals  ·  Admin →
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  20. Provide support to mutate the batch payment fields on a contact through the API. They are currently read only - https://community.xero.com/developer/discussion/77542892

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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