7 results found
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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 -
CPE Recording In XPM
Ability to have another box to tick when recording your daily time in XPM - box for "Record CPE" in a same way as "Billable" in order to allow Practice managers to run a CPE report for all qualified staff. This would eliminate double record keeping where CA's are doing extensive research and self training on the job and off, workshops etc that should count to CPE and not have to double record. Massive game changes on practice admin burden.
2 votes -
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
7 votes -
Add modified since header to Jobs Endpoint
Similar to the Clients endpoint, add a modified since header to the jobs API. This will reduce the amount of calls we need to make to load jobs allowing us to focus on anything that has changed since we last called the API
modifiedsince=yyyy-MM-ddTHH:mm:ss
4 votes -
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…
10 votes -
Tax Return & Activity Statement lodgement status
Have the ability to be able to get Tax Return and Activity Statement that have been created in XPM and confirm their status (Created, Complete, Approved, Suspended, Filed, Error)
4 votes -
Include Job states in Practice Manager API
Include Job States in the API so that a list can be retrieved. This would help apps by allowing them to get the complete list to be able to update job states. Currently we have to search the current jobs to see what potential job states there are and update as new ones are noted.
7 votes
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