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Practice Manager API

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Practice Manager API

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5 results found

  1. Xero Practice Manager clients list paginated missing detailed information

    The Practice Manager client.api/paged-list released in 3.1 is missing key information that the previous list endpoint contained when the parameter detailed=true was passed in.

    Unfortunately we cannot use the new paginated endpoint due to this limitation.

    We are working with clients with 15,000+ XPM client records and the detailed endpoint can take several minutes and return a 50mb+ response.

    The paginated endpoint is a great idea and we would love to use it, but it is missing group and business number information.

    The idea is to either allow a detailed=true parameter in the new paginated endpoint, or better yet allow…

    13 votes

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    7 comments  ·  Clients  ·  Admin →
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  2. Read custom field values for multiple clients in a single API request

    Can we retrieve custom field values for a list of client id's, currently this is a 1 custom field read per client per api call which is not great for reading large volumes

    9 votes

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    2 comments  ·  Clients  ·  Admin →
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  3. Adding notes to clients

    As of the moment practice manager API can retrieves all notes per client using GET get/[uuid] "Detailed information for a specific client" however we cant add notes via API.

    2 votes

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    0 comments  ·  Clients  ·  Admin →
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  4. Return Archived Client records in Practice Manager API

    The XPM Clients Endpoint does not currently return archived Client records.

    This makes it impossible to implement incremental refreshes of Client data.

    A Client record that has been archived does not appear in the payload returned when using the modifiedsince filter meaning that an incremental refresh would not update the archived record and would instead leave it as an active client.

    It would also assist transparency if all records in the API had a returnable created and modified date column

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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  5. Practice Manager - Client Bills awaiting Approval and Payment

    In Practice Manager on the Clients page, it would be extremly helpful if there were an option in the to be able to view Bills awaiting Approval or Payment for each client. Just like there is to show Unreconciled Items. Or to be able to have an automatic reminder email sent on the Bills due date.

    This will eliminate having to look into every client to see what is to be paid.

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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