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Accounting API

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Accounting API

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136 results found

  1. 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 vote

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  2. 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 vote

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    0 comments  ·  Invoices  ·  Admin →
  3. 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 vote

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  4. I wish we could File the Reports we publish under folders (bank rec summary, profit and loss, etc.)

    1 vote

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  5. Enable a business to click to activate a loyalty program for their B2B customers, using Xero as the source data

    1 vote

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  6. expense claims available in the employee portal

    1 vote

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  7. Allow for WET to be calculated on invoices in the same way GST is currently calculated

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
  8. I am able to create employee with first name and last name. I want to update the records with detailed information. But 2.0 version does not have that capability while 1.0 has it. ( http://developer.xero.com/documentation/payroll-api/employees/) .

    can we get it in 2.0 version as well ?

    1 vote

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    The Core accounting API employees endpoint (http://developer.xero.com/documentation/api/employees/) is very different and much more limited in function. It is related to the pay run function in Xero which is quite basic and there are no plans to make any changes to this.

    The Payroll API employee endpoint (http://developer.xero.com/documentation/payroll-api/employees/) is more extensive as it is an API to the Xero payroll application (currently only available in Australia).

    If you have more questions about using our APIs, they are best asked in our developer forum https://community.xero.com/developer/

  9. I really need a space to enter in a job address for invoices as each invoice is allocated to a specific job.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
  10. 1 vote

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    0 comments  ·  Accounts  ·  Admin →
  11. For reviewing yearend accounts, we review against the Trial Balance from the prior year, therefore it would be great if in the Trial Balance there was an option to view periods (or Last year) etc as you can do with the Balance Sheet and Profit & Loss Statements.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
  12. There needs to be a box to tick to indicate the asset is subject to the vehicle cost limit, so depreciation is not calculated on the whole cost

    1 vote

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  13. AT the moment, once you have approved a line of an expense, you can never edit it again. If you get the VAT code wrong, there is no way of changing it. If you haven't approved the entire invoice, you can cancel the claim - but then you can't reenter it - you have to get your employee to do this all over again. If you have approved the claim - there is nothing you can do.

    Please fix this - I don't understand why we haven't got the same editing abilities in the Expenses section as we do in…

    1 vote

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  14. We have many clients who pay at the time off purchase and would like to be able to highlight certain clients only as requiring statements.

    1 vote

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  15. I have clients who, when they bill their clients, are required to submit spreadsheets, copies of documents etc WITH their invoice - many state and government jobs require this. It would be great if it could be done within Xero rather than go out to the "normal" email to send both the Xero invoice and the attached documents.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
  16. It would be great if I could hook up the due dates of the bills that I have added to Xero to my Google calendar. It would help me more easily keep track of when I have to pay my bills by. Doesn't have to have much detail in it. Maybe just the number of bills due on a date.

    1 vote

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    This forum is for API features and I’m afraid this does not include features like this. The good news is that there is already a 3rd party application providing a connection between Xero and Google Calendar: https://zapier.com/zapbook/xero/google-calendar/2516/create-google-calendar-event-from-xero-invoice/

    If you are keen to see this as a feature within Xero, you could make a request in our feature requests forum: https://community.xero.com/business/topic/23/

  17. A quote option would be good like MYOB has, as we do a lot of quotes that get chaged to invoices

    1 vote

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  18. looking up addresses in xero would be handy like MYOB as i currently keep having to login to MYOB to get customer info as we are contractors and are expected to know existing customers details

    1 vote

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  19. It would be great not to have to enter my email address every time that xero times out it should only need the password to login

    1 vote

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  20. can you please provide some sample code , on how to connect to xero private apps for long time authenitcation. please help to us.

    1 vote

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